News & Articles
Coach, Is Offense or Defense More Important?
Robin Ware, Mike Torbenson, and John Blais,
October 30, 2024
Stock Study Session
NJ Annual Meeting and Education Presentation: Buy, Wait, Hold, Sell, or Avoid
Doug Gerlach
September 9, 2024
Robin Ware, Mike Torbenson, and John Blais,
October 30, 2024
The Portfolio Evaluation and Review Technique will be explored, using defensive applications by identifying companies with declining fundamentals. On the offensive side, our insights will be leveraged from the SSG and the PERT will be used to show how we can enhance our portfolio's returns.
Stock Study Session
Brian Altschul, Moderator
October 5, 2024
October 5, 2024
This stock study session studied Paycom Software (PAY) and Chipotle Mexican Grill (CMG). It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
NJ Annual Meeting and Education Presentation: Buy, Wait, Hold, Sell, or Avoid
Doug Gerlach
September 9, 2024
Handout 1
Handout 2
This session discusses the five levels of stock valuation: Strategies for handling "maybe zone" stocks; understanding uncertainty when making stock decisions; making better decisions when stocks are "on the cusp"; 5 categories of valuation to help identify areas of risk; portfolio "baskets" into which uncertain holdings can be sorted.
Handouts
They say a picture is worth a thousand words. Join us as we begin to learn how to read pictures and what they can tell us about a company. This session will focus on understanding a company's growth and what it tells us about future sales and earnings per share growth. We will also touch on what the picture tells us about a company's value.
They say a picture is worth a thousand words. Join us as we begin to learn how to read pictures and what they can tell us about a company. This session will focus on understanding a company's growth and what it tells us about future sales and earnings per share growth. We will also touch on what the picture tells us about a company's value.
2024-SIME-29Apr-Is-Value-Line-Still-Valuable-2pp-color(1)-(1)
2024-SIME-29Apr-Is-Value-Line-Still-Valuable-4pp-bw(2)-(1)
Reading-a-Value-Line-Research-Report2020-(3)
Interactive-Value-LIne-Reference-for-April-29,-2024-FINAL(1)-(1)
Sometimes we believe we are already familiar with something and fail to fully realize its potential to help us. In this session, David Lenig and Marcia Couey are going to revisit an old friend and make a new friend too.
2024-SIME-29Apr-Is-Value-Line-Still-Valuable-4pp-bw(2)-(1)
Reading-a-Value-Line-Research-Report2020-(3)
Interactive-Value-LIne-Reference-for-April-29,-2024-FINAL(1)-(1)
Sometimes we believe we are already familiar with something and fail to fully realize its potential to help us. In this session, David Lenig and Marcia Couey are going to revisit an old friend and make a new friend too.
Depending on the source of the funds to pay living expenses in retirement, you may face very different tax rates. You want to have an organized plan that manages tax efficiently and also addresses income-related monthly adjustment amount (IRMAA).
This stock study session studied Edwards Lifesciences (EW) and ResMed (RMD). It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
George Nicholson threw us a curve ball and coached us on how to go for a triple play. Join Mark Mechenbier and Avi Horwitz as we dig into his George Nicholson’s ideas about triple plays. We will learn how triple plays can help our portfolio hit a home run.
This stock study session studied Crown Castle Inc (CCI) and Kinder Morgan Inc. (KMI). Both stocks were featured in the September 2023 issue of BetterInvesting magazine. It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
When you are sailing along growing your portfolio, the last thing you want is to spring an unexpected leak because you didn't check the condition of your boat. When you are investing, you want to make sure that there are no surprises when you ROE.
This stock study session studied Fortinet (FTNT) and Peabody Energy (BTU). Both stocks were featured in the May 2023 issue of BetterInvesting magazine. It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
This stock study session studied Microsoft (MSFT) and Adobe (ADBE). It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
Do you skip over Preferred Procedure when using the Stock Selection Guide (SSG) because you don’t understand it? You are not alone as many people struggle to understand Preferred Procedure. As its name implies it is the preferred method for determining future earnings per share growth. It uses a simplified Income Statement to project what earnings per share will be in the future. This session will touch on understanding what we look for when we use Preferred Procedure, how it relates to our Stock Selection Guide and how it ties back to the company’s Income Statement. We will explore each of the components of Preferred Procedure that help us with our judgment about future EPS growth.
This stock study session studied Alphabet (GOOGL) and Avnet (AVT). It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
This stock study session studied BorgWarner Inc (BWA) and Visa Inc (V). It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
People can go a lifetime looking for diamonds or precious jewels but never find them. In this
session you will be handed hidden gems. Our three instructors: Barry Detloff, Dan Harter,
and Dori Raser will focus their presentations on hidden gems from BI methodology as well as
other methodologies that can help improve your portfolio’s performance. We will show you
where to find gems and how to use them to improve your stock studies and portfolio's
return.
session you will be handed hidden gems. Our three instructors: Barry Detloff, Dan Harter,
and Dori Raser will focus their presentations on hidden gems from BI methodology as well as
other methodologies that can help improve your portfolio’s performance. We will show you
where to find gems and how to use them to improve your stock studies and portfolio's
return.
When we study a company there are often warning signs hinting at potential issues. These signs
can help reduce the risk of judgment errors about the company. We often miss these red flags because
we are not sure what to look for.
can help reduce the risk of judgment errors about the company. We often miss these red flags because
we are not sure what to look for.
What do we look for in a stock? Find out in this webinar.
