News & Articles

Newsletters

Articles

Building Financial Foundations, Money Smart Week, April 2019, Rancho Bernardo Library.
Conducting Company Research: How to Do It & How to Capture Your Findings, BI Golden West Chapter Annual Meeting, June 2018, Buena Park Library.

First Friday Recordings

First Friday is a casual monthly online gathering. It offers the opporunity to hang out with other BI investors and Golden West directors and to ask questions, discuss SSG judgments, and learn from each other.

Click here for meeting recordings.

Annual Meeting Recordings and Handouts

Chapter Annual Meeting 2024
- Business Meeting Slides
- Education Slides: Community Tools in the Online Tools
Chapter Annual Meeting and Education for 2023
Chapter Business Meeting for 2022
Education at our 2022 Meeting: An Investment Club in Action
- Handout for Study of Medifast
- Handout for Finding Analysts' Estimates Quickly
  - Template for Compiling Analysts' Estimates
  - Template for Quarterly Report Worksheet
Chapter Business Meeting for 2021 with slides.
Education at our 2021 Meeting
- Big Charts Presentation with handout.
- Beyond the First Cut with handout.

Stock Investing Made Easy (SIME) and Protecting Your Portfolio (PYP)

2024
"Coach, Is Offense or Defense More Important?" (Robin Ware, Mike Torbenson, and John Blais - October, 2024)
Presentation Handout / PERT Cheat Sheet)

Every Picture Tells a Story (Dori Raser/ Lynn Treffry - July, 2024)

Is Value Line Still Valuable? (David Lenig / Marcia Couey - April, 2024)
Presentation Handout / Interactive Value Line Reference

Retirement & The Tax Man (Christi Powell - February, 2024)
Presentation Handout / 2023 Important Numbers / 2024 Important Numbers

2023
Tinker to Evers to Chance (aka Triple Play) (Avi Horwitz / Mark Mechenbier - October, 2023)
Presentation Handout / Live Link List (Value Line Tool Guides and Libarary Access
Don't Stay Tied Up at the Dock: Let's Get Our Sea Legs! (Fred Rhamy Jr. - August, 2023)
Presentation Handout / Macroeconomic Indicators and Links / Creating a Dial Indicator

ROE, ROE, ROE to Float Your Boat: Return on Equity (ROE) (Ron Mauer - June, 2023)
Presentation Handout

Preferred Procedure Simplified (Avi Horwitz - January , 2023)
Presentation Handout / Additional Handout

Fall 2023 California Chapters Event – Recordings & Documents

Round 1: Using Online Tools to Make You a Better Investor - 2 slides/ppt page
Round 1: Using Online Tools Recording
Round 1: Contact Information: Presenters + Sponsor
SSG Guidelines for Beginners
Features Comparison - CoreSSG v. SSGPlus
90-Day Free CoreSSG Digital Trial Membership

Round 2: VISA (V) Is it a Stock for You? - 2 slides/ppt page
Round 2: VISA (V) - Is It a Stock for You? - Recording
Round 2: VISA - Compare Judgments and Results
Round 2: Contact Information: Presenters + Sponsor

Round 3: Value Line Research Tools Hiding in Plain Sight - 2 slides/ppt page
Round 3: Value Line Help
Round 3: Secrets to Finding Small and Medium Sized Stocks - 2 slides/ppt page
Round 3: Improve Your Returns Using Portfolio Management - 2 slides/ppt page
Round 3: Portfolio Management Resources in BetterInvesting - 2 slides/ppt page
Round 3: Contact Information: Presenters + Sponsor
Round 3: Recording