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Session Descriptions
Saturday Morning
August 18, 2007
Saturday, 9:15 AM – 10:25 AM
Pacific III
There IS a Time to Sell
Mary Ann Davis
Topic: Portfolio, Intermediate
The Portfolio Management Guide (PMG) and Portfolio Evaluation Review
Technique (PERT) reports tell you when to sell. We’ll turn the
clock back to the year 2000 and see examples. You will also learn
to establish and read price charts in multiple time frames to identify
trends, and learn how to use this information to your advantage when
making sell decisions.
Pacific IV
Common Mistakes Even Smart Investors Make and How to Avoid Them
Philip J. Keating, CFA
Topic: Judgment, Personal Finance, Basic
All investors make certain common, often unconscious, decision-making
mistakes. Building on the findings of several Nobel Prize winners,
modern behavioral finance highlights cognitive, emotional and social
factors, such as framing, anchoring, herding, loss aversion, overconfidence
and compartmenting. The central paradox of investing is that investors
consistently act to buy high and sell low. These irrational behaviors
provide opportunities for disciplined investors to profit handsomely.
Several recent stock case histories will be reviewed including Cisco
Systems, Coca Cola, GE, Home Depot, JDS Uniphase, Lucent and Pfizer.
Emerald I
Introducing Stock Central
Joseph Craig
Topic: Computer/Internet, Data Source, Basic
StockCentral is a new subscription service that provides tools, data
and insight to long-term fundamental investors. Learn how to
use the online Take Stock software, the screener, the datafiles and
other features at StockCentral to improve your investing skills.
Emerald II
Influence of Economic Indicators on the Stock Market
Bart Womack
Topic: Other 20%, Judgment, General, Advanced
This session examines10 important economic indicators to determine
what effect they have individually and collectively on the economy
as well as their impact on the stock market. We will access an internet
site to retrieve the most recent numbers that draw a picture of today’s
economy and the stock market.
Emerald III
Portfolio Centered Decision Making
Mark Robertson
Topic: Portfolio, Intermediate
Portfolio design and caretaking can be compared to “staying
between the lines.” Steer well and discover answers to
what seem to be the most challenging questions of portfolio management. Listen
to your portfolio and respond to what it needs.
Saturday, 10:35 AM – 11:25 AM
Pacific III
Toolkit Tips and Tricks
Irving Roth
Topic: Software, Basic/Intermediate
Discover the undocumented short cuts and functions in Investor’s
Toolkit. This session demonstrates how to get the most out of this powerful
stock analysis software.
Pacific IV
Portfolio Management Made Easy
Ellis Traub
Topic: Portfolio, Software, Intermediate
Portfolio management can be easy and fun. This session dispels all of the
reasons and excuses we have for either procrastinating or not doing our portfolio
management tasks at all.
Emerald I
Check Out the Competition: Select the Best with the SCG
Louise Sechler
Topic: Judgment, Software, Basic
Identify companies within the same industry and use Investor’s Toolkit’s Stock Comparison Guide feature to select the BEST of the group. Analysis is reviewed for growth, management, and price plus several other criteria for up to five companies selected by you.
Emerald II
Exploring Exchange Traded Funds (repeats
Sunday, 9:10)
Jerry Pillans
Topic: Personal Finance, Portfolio, Basic
Are these funds for you? Learn about one of the newest tools for investing. This session covers the basics of ETFs and how to investigate and invest in them.
Emerald III
Dynamics of the SSG
Brian Altschul
Topic: Data Source, Judgment, Intermediate
Learn about the impact of judgment decisions on Stock Selection Guide
(SSG) studies through the eyes of two different investment club members. Discuss
why multiple versions of an SSG are useful and why it makes sense
to come to different conclusions. Basic knowledge of the SSG
is beneficial for this session.
Saturday, 11:35 AM - 12:25 PM
Pacific III
Weeding and Feeding Your Portfolio: Buy or Sell (repeats Sunday, 10:10)
Phillip J. Keating, CFA
Topic: Judgment, Portfolio, Intermediate
Learn to cut the “weeds” and feed the “flowers” in your portfolio by applying the principles of good portfolio management, including prudent diversification. Use Investors Toolkit’s many reports to categorize stock holdings, to spotlight issues that need attention, and to rank holdings on key fundamental factors. Learn why and when to sell and how to use the “Challenger” to find the best candidates as replacements. Session includes sample portfolios with examples and case studies.
Pacific IV
A Psychological Look at Portfolios with Dr. Maury
Dr. Maury Elvekrog
Topic: Basic Portfolio
Finding good stocks is one thing, but putting them together in a portfolio that produces all the benefits of diversification as well as individual company results is another. Your portfolio will benefit from Dr. Maury’s comments on attendee-submitted portfolios.
Emerald I
Exploring Your Inner Geek
Joseph Craig
Topic: Computer/Internet, General Audience
What's new in tech? This is a fast-paced quick look at new, fun, and possibly important tech developments. We'll explore the range of current tech developments from digital media to new ways of accessing the Internet and sharing information.
Emerald II
Techniques for Managing E-Mail and Simplifying Your Life
Randy Wilkes
Topic: Computer/Internet Basic
Virus protection. Firewalls. Cluttered in-box. 18 different passwords. Spam. After this session, you’ll be in control of your computer and have time to do what you really want.
Emerald III
Don’t Just Sit There - Manage Your Portfolio
Seymour Zeenkov
Topic: Portfolio, Software, Basic/Intermediate
Use the Investor’s Toolkit 5 portfolio management process to improve the value of your holdings. This analysis program alerts investors about under-performing stocks and diminishing expected returns. Do not just sit and watch your portfolio, actively manage it.
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