Upcoming Chapter Meeting: AAII St. Louis

Posted on March 6, 2014 | Local Chapters


Date: Thursday, March 13, 2014
Topic: The Big Squeeze: How Taxes Are Squeezing Your Income & How Interest Rates Are Squeezing Your Assets
Speaker: Anthony Muhlenkamp, President, Muhlenkamp & Company, Inc.

Over the past years, Muhlenkamp & Company has written extensively about the self-defeating nature of extensive taxation and how interest rates and inflation affect your purchasing power. This presentation is the synthesis of 40 years of observations based on facts.

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Upcoming Chapter Meeting: AAII Albuquerque

Posted on March 6, 2014 | Local Chapters


Date: Thursday, March 13, 2014
Topic: Global Value: How to Spot Bubbles, Avoid Market Crashes and Earn Big Returns
Speaker: Mebane Faber, Chief Investment Officer, Cambria Investment Management

Investment bubbles and speculative manias have likely existed for as long as humans have been involved in markets. How can investors identify and avoid these bubbles’ bursts and losses, and even profit from these crashes? Building on Graham and Dodd’s work, Robert Schiller popularized CAPE, his version of the cyclically adjusted price-to-earnings ratio, in the late 1990s to give timely warnings of poor stock returns. Mebane Faber applies this valuation metric across more than 30 foreign markets and finds it both practical and useful. This presentation will describe a trading system to build global stock portfolios based on valuation, which can lead to significant outperformance by selecting markets based on relative and absolute valuation.

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Upcoming Chapter Meeting: AAII Dallas/Fort Worth

Posted on March 5, 2014 | Local Chapters


Date: Wednesday, March 12, 2014
Topic: Determining a Stock’s True Worth
Speaker: Wayne A. Thorp, CFA, Vice President, Senior Financial Analyst, AAII; Editor, Computerized Investing

AAII has been developing and testing a variety of stock screens for over 10 years. While many members follow these screens, a common question once they have their list of passing companies is “What now?” Using real-world examples and some of today’s most useful financial websites, Wayne will show you how to perform a step-by-step analysis of a company using popular online research and data sources to decide whether it’s right for your portfolio.

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Upcoming Chapter Meeting: AAII Austin

Posted on March 3, 2014 | Local Chapters


Date: Monday, March 10, 2014
Topic: Determining a Stock’s True Worth
Speaker: Wayne A. Thorp, CFA, Vice President, Senior Financial Analyst, AAII; Editor, Computerized Investing

AAII has been developing and testing a variety of stock screens for over 10 years. While many members follow these screens, a common question once they have their list of passing companies is “What now?” Using real-world examples and some of today’s most useful financial websites, Wayne Thorp will show you how to perform a step-by-step analysis of a company using popular online research and data sources to decide whether it’s right for your portfolio.

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Upcoming Chapter Meeting: AAII Phoenix

Posted on March 1, 2014 | Local Chapters


Date: Saturday, March 8, 2014
Topic: Strategies for Pursuing Your Retirement Paycheck
Speaker: Christine Benz, Director of Personal Finance, Morningstar; Senior Columnist, Morningstar.com

Morningstar’s director of personal finance, Christine Benz, will discuss how the retirement landscape has changed over the last 30 years and the challenges that current and future retirees face as a result, including disappearing pension plans and historically low interest rates. She’ll then share her recommendations for how to deal with these challenges by using the “bucket” approach to retirement portfolio planning.

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Upcoming Chapter Meeting: AAII Orange County

Posted on March 1, 2014 | Local Chapters


Date: Saturday, March 8, 2014
Topic: Simple Tactics That Can Produce Large Gains
Speaker: Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors LLC

There are three questions that matter for your investments: when to buy, when to hold and, most importantly, when to sell. Paul Townsend will offer guidelines for action on these three decisions and go on to discuss how to identify high-conviction action points on any stock to put the probability of a winning trade in your favor. He will also outline his thoughts as to how many shares to buy once the decision is made, which is one of the most important questions that few investors ever ask.

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Upcoming Chapter Meeting: AAII Research Triangle

Posted on March 1, 2014 | Local Chapters


Date: Saturday, March 8, 2014
Topic: Stock Screening and Analysis Techniques Your Guru Never Taught You
Speaker: Marc Gerstein, Director of Research, Portfolio123; Editor, Forbes Low Priced Stock Report

Great growth rates, stingy valuation metrics, powerhouse balance sheets—you’ve heard how to find and analyze great companies and great stocks. The problem: You and a gazillion others have heard it all! Today, with so many investors devoting so much energy into looking at the same information, it seems we have to work harder than ever to find great ideas. Actually, though, what we need to do is work smarter. This presentation will show you how to add different slants to otherwise familiar stock screening techniques and discover a new range of investing ideas.

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Upcoming Chapter Meeting: AAII Baltimore

Posted on March 1, 2014 | Local Chapters


Date: Saturday, March 8, 2014
Topic: How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach
Speaker: Nicholas G. Atkeson, Partner, Delta Investment Management LLC

This presentation will investigate market super cycles and avoiding losses on portfolio returns. Nicholas Atkeson will discuss changing investor risk premiums that are more directly tied to the movement of the stock market than earnings and measuring risk. We will investigate analysis tools including the moving average crossover model, market sentiment measures, stop-loss and relative strength.

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Upcoming Chapter Meeting: AAII Houston

Posted on March 1, 2014 | Local Chapters


Date: Saturday, March 8, 2014
Topic: Determining a Stock’s True Worth
Speaker: Wayne A. Thorp, CFA, Vice President, Senior Financial Analyst, AAII; Editor, Computerized Investing

AAII has been developing and testing a variety of stock screens for over 10 years. While many members follow these screens, a common question once they have their list of passing companies is “What now?” Using real-world examples and some of today’s most useful financial websites, Wayne will show you how to perform a step-by-step analysis of a company using popular online research and data sources to decide whether it’s right for your portfolio.

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Upcoming Chapter Meeting: AAII San Diego

Posted on March 1, 2014 | Local Chapters


Date: Saturday, March 8, 2014
Topic: Leveraging Alternative Assets to Reduce Risk
Speaker: Brian Clark, Regional Vice President of Sales, CLS Investments

Portfolio success is as much about mitigating risk as it is about making money. A properly diversified portfolio of multiple asset classes, including global stocks, fixed income and alternative investments, allows the “efficient frontier” to expand. During this presentation, Brian Clark will explore the universe of alternative investments and how they can decrease risk while increasing return potential.

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