Upcoming Chapter Meeting: AAII Puget Sound


Date: Saturday, September 22, 2012
Topic: Stock Screening & Analysis
Speaker: Wayne A. Thorp, CFA,, Senior Financial Analyst, AAII; Editor, Computerized Investing

While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. AAII’s Wayne Thorp will show you how computerized stock screening systems can be used to reduce a large universe of stocks into a manageable group of prospects that match your investment style. He will walk through the process of developing and implementing both a value and a growth screen using AAII’s Stock Investor Pro fundamental analysis database and screening program. In the second half of Wayne’s presentation, he 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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