Posted on January 8, 2014 | Local Chapters
Date: Wednesday, January 15, 2014
Topic: Finding a Stock Winner: First Step Screening
Speaker: Joe Lan, CFA, Assistant Financial Analyst, AAII
While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. Joe Lan, assistant financial analyst at AAII, will show 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.