Investor Education Day

10/12/2024
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9:00 am - 12:30 pm MT
Online
Cost: Donation

Register Here

Registration is required  to attend. 
After registering, you will receive a confirmation email containing information about joining the webinar.  You will also get reminders a week, a day, and an hour before the event.

 

Description

Investing with Doug

Doug Gerlach, editor in chief of the award-winning Investor Advisory Service, the SmallCap Informer and the Dividend Informer presents  three topics that should be of interest to all investors, regardless of experience.  The classes are:

5 Levels of Valuation
Doug's Favorite Small Caps
Is Your Portfolio Haunted by Uncertainty

 Five Levels of Valuation: Know When to Avoid, Buy, Hold, Wait, and Sell
Using the SSG and other BetterInvesting tools, it's possible to determine "optimal" buy and sell prices. Unfortunately, those prices often don't provide enough justification by themselves to make a confident decision. Stocks languish in the "maybe" zone. Weak company fundamentals make a stock appear to be too cheap to pass up. And stocks that have seen huge price run-ups may be approaching their sell prices on the SSG but still be prudently held in a portfolio. With a better understanding of the five different levels of valuation, investors can make better decisions about handling the under-, over-, or hyper-valued stocks in their portfolios.
 
Doug's Favorite Small-Cap Stocks for 2025 (and Why He Likes Them)
It’s commonly said that there are strong stock buys in any market——but finding them is not always easy! Fortunately, Doug has some ideas for individuals and investment clubs, taken from the two market-beating newsletters that he edits, the Investor Advisory Service (named for 14 consecutive years to the “Hulbert Investment Newsletter Honor Roll” and which celebrated its 50th year in 2023) and the SmallCap Informer (now in its 12th year and with a track record outperforming the small-cap stock indexes).
 
Is Your Portfolio Haunted by Uncertainty?
Buy, Sell, Hold…or Maybe? One of the biggest challenges that individual investors face is dealing with companies that have uncertain prospects. Academic research shows that individuals often hold onto underperforming stocks for far too long, pinning their hopes for recovery on the bleakest evidence. Doug has guidance for busting the ghosts of uncertainty and learning how to take definitive action that will keep your portfolio on track to meet your long-term goals.

Doug Gerlach is the President of ICLUBcentral Inc., a wholly owned subsidiary of BetterInvesting, and makers of tools for investors and investment clubs, including myICLUB.com, StockCentral and MyStockProspector.com. He is the author of six books, including ”Investment Clubs for Dummies” and “The Armchair Millionaire”. He is the editor in chief of the award-winning Investor Advisory Service, the SmallCap Informer and the Dividend Informer.


Prerequisite

This event should appeal to investors with variable levels of experience.

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