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Description
The Rocky Mountain Chapter BetterInvesting Model Investment Club is a demonstration of an operating investment club. This model club is focused on small and mid-sized companies as defined by BetterInvesting. Often hard to find and evaluate, these potential gems have annual revenues of less than $10 Billion. A ten to fifteen-minute education session proceeds with the stock presentation.
Guests are welcome to attend.
Stock Presentation: Nvidia (NVDA)
The Rocky Mountain Chapter model club focuses on small and mid-sized companies classified by BI according to sales revenue. Should the club consider NVDA, a faster-growing company with sales that qualify NVDA as a large company, be considered in the portfolio as it is growing sales and EPS like a small company?
The Motley Fool has stated that High P/E stocks require additional approaches to help confirm if analysis trajectory is rational.
The evaluation of NVDA will focus on two methods to evaluate high P/E stocks:
For an introduction to using different ratios for a stock evaluation, view the short presentation by John Rogers.
Presenter: Joan Loken
Joan Loken has been a Director of the BI Rocky Mountain Chapter since 2009 and has served as President and Education Chair. For six years, she was a member of the national BI Advisory Board and chaired the Chapter Support Team. Ann Cuneaz, Senior Manager of Education Programs, asked Joan to participate in the Ticker Talk and Stock UP GTW backroom. Answering questions in the backroom gave Joan the opportunity to continue expanding her investing knowledge.
Education Presentation: Management Matters Matter
A look at BI guidelines for a well managed company, along with some examples of companies that are showing signs of weak or weakening management.
Prior model investment club presentations are archived on the chapter website, https://www.rmchapter.org
Guests are welcome to attend.
Stock Presentation: Nvidia (NVDA)
The Rocky Mountain Chapter model club focuses on small and mid-sized companies classified by BI according to sales revenue. Should the club consider NVDA, a faster-growing company with sales that qualify NVDA as a large company, be considered in the portfolio as it is growing sales and EPS like a small company?
The Motley Fool has stated that High P/E stocks require additional approaches to help confirm if analysis trajectory is rational.
The evaluation of NVDA will focus on two methods to evaluate high P/E stocks:
- Price to Book Value per Share Ratio
- Sales Forecast Ratio to High P/E estimate
For an introduction to using different ratios for a stock evaluation, view the short presentation by John Rogers.
Presenter: Joan Loken
Joan Loken has been a Director of the BI Rocky Mountain Chapter since 2009 and has served as President and Education Chair. For six years, she was a member of the national BI Advisory Board and chaired the Chapter Support Team. Ann Cuneaz, Senior Manager of Education Programs, asked Joan to participate in the Ticker Talk and Stock UP GTW backroom. Answering questions in the backroom gave Joan the opportunity to continue expanding her investing knowledge.
Education Presentation: Management Matters Matter
A look at BI guidelines for a well managed company, along with some examples of companies that are showing signs of weak or weakening management.
Prior model investment club presentations are archived on the chapter website, https://www.rmchapter.org
Prerequisite
Interest in learning to evaluate small company stocks and observing an investment club.
