Laurie,

Thanks for making this available to other clubs. I will definitely take you up on your offer by copying your question / answer items.

Dick

GMIC

From: Laurie Frederiksen

Sent: Monday, October 19, 2015 1:02 PM

To: The Club Cafe

Subject: [club_cafe] Looking For Educational Topics For Your Investment Club?

Each month, my investment club is reading and discussing a chapter from the book: The 5 Rules For Successful Stock Investing The book is written by Pat Dorsey, who was the Director of Equity Research for Morningstar.com It's easy to read and it gives a good overview of tips for successful stock investing. It also gives an introductory description of financial analysis tools that every investor should learn about. To help us in our discussions, I've been creating question and answer quizzes that our members use as they read the chapter for the month. We then work through them together during our monthly meeting as our educational topic. They start good discussions as we think about the applications of each months subject to our club and to the stocks we own. If any of you are interested in creating a similar monthly activity for your own clubs, I am posting the Question and Answer sheets for each chapter as we create them here: www.bivio.com/clubmm Feel free to use them for your club meetings. If you do, let us know how it goes! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

Laurie,

Check the quiz for chapter 1. Answer J is missing and K & L are overlapping.

Dick

From: Laurie Frederiksen

Sent: Monday, October 19, 2015 1:02 PM

To: The Club Cafe

Subject: [club_cafe] Looking For Educational Topics For Your Investment Club?

Each month, my investment club is reading and discussing a chapter from the book: The 5 Rules For Successful Stock Investing The book is written by Pat Dorsey, who was the Director of Equity Research for Morningstar.com It's easy to read and it gives a good overview of tips for successful stock investing. It also gives an introductory description of financial analysis tools that every investor should learn about. To help us in our discussions, I've been creating question and answer quizzes that our members use as they read the chapter for the month. We then work through them together during our monthly meeting as our educational topic. They start good discussions as we think about the applications of each months subject to our club and to the stocks we own. If any of you are interested in creating a similar monthly activity for your own clubs, I am posting the Question and Answer sheets for each chapter as we create them here: www.bivio.com/clubmm Feel free to use them for your club meetings. If you do, let us know how it goes! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

There seems to be missing answer selections on the Quiz for the "5 Rules..". My computer showed them blank for b, c, e, f, I, k, and m. The Answer sheet lets you know the correct answers on the left side but they are still missing in the right hand column. Am I the only one seeing this?

Joanne

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen
Sent: Thursday, October 22, 2015 3:35 PM
To: The Club Cafe <club_cafe@bivio.com>
Subject: Re: [club_cafe] Looking For Educational Topics For Your Investment Club?

You're all set. The Question and Answer sheets for chapter 1 on this page have been adjusted to clear up the overlap issue. The 5 Rules of Successful Stock Investing Educational Activity Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Oct 25, 2015, at 1:21 AM, Carol W. Cohn <carolcohn@charter.net> wrote:

We could not find this book listed by title or author in our public library. Do you know where it is available?

 

From: Laurie Frederiksen

Sent: Monday, October 19, 2015 12:02 PM

To: The Club Cafe

Subject: [club_cafe] Looking For Educational Topics For Your Investment Club?

 

Each month, my investment club is reading and discussing a chapter from the book: The 5 Rules For Successful Stock Investing The book is written by Pat Dorsey, who was the Director of Equity Research for Morningstar.com It's easy to read and it gives a good overview of tips for successful stock investing. It also gives an introductory description of financial analysis tools that every investor should learn about. To help us in our discussions, I've been creating question and answer quizzes that our members use as they read the chapter for the month. We then work through them together during our monthly meeting as our educational topic. They start good discussions as we think about the applications of each months subject to our club and to the stocks we own. If any of you are interested in creating a similar monthly activity for your own clubs, I am posting the Question and Answer sheets for each chapter as we create them here: www.bivio.com/clubmm Feel free to use them for your club meetings. If you do, let us know how it goes! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend!  www.facebook.com/bivio Follow us on twitter!  www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe

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I got mine via Amazon.

Sent from my iPad

On Oct 25, 2015, at 4:10 AM, Robert Shaw via bivio.com <user*27509400001@bivio.com> wrote:

Amazon

On Oct 25, 2015, at 1:21 AM, Carol W. Cohn <carolcohn@charter.net> wrote:

We could not find this book listed by title or author in our public library. Do you know where it is available?

From: Laurie Frederiksen

Sent: Monday, October 19, 2015 12:02 PM

To: The Club Cafe

Subject: [club_cafe] Looking For Educational Topics For Your Investment Club?

Each month, my investment club is reading and discussing a chapter from the book: The 5 Rules For Successful Stock Investing The book is written by Pat Dorsey, who was the Director of Equity Research for Morningstar.com It's easy to read and it gives a good overview of tips for successful stock investing. It also gives an introductory description of financial analysis tools that every investor should learn about. To help us in our discussions, I've been creating question and answer quizzes that our members use as they read the chapter for the month. We then work through them together during our monthly meeting as our educational topic. They start good discussions as we think about the applications of each months subject to our club and to the stocks we own. If any of you are interested in creating a similar monthly activity for your own clubs, I am posting the Question and Answer sheets for each chapter as we create them here: www.bivio.com/clubmm Feel free to use them for your club meetings. If you do, let us know how it goes! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

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