New Member Question - Examples of Stock Study Presentations
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Does anyone have examples/best practices for stock study presentations? We are a newly formed club and want to share with our members examples of what they should plan on presenting to the group when they have a stock suggestion. Thank you. Using the First Cut template is a great way for all level of users as it follows the SSG entries. Open the BI homepage and select the "View All" button to get a free template. While you are there check out a few of the published First Cut reports. Your chapter will also appreciate your sending the report for posting by BI like the ones you just viewed there. Marty Eckerle -----Original Message----- From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Sarah Cornwell via bivio.com Sent: Wednesday, July 6, 2022 12:02 PM To: club_cafe@bivio.com Subject: [club_cafe] New Member Question - Examples of Stock Study Presentations Does anyone have examples/best practices for stock study presentations? We are a newly formed club and want to share with our members examples of what they should plan on presenting to the group when they have a stock suggestion. Thank you. Sarah, Are you: a) looking for a stock presentation form after you have selected your new stock presentation or b) how to select your next stock presentation from a list of stock ideas? What Marty says works for a new stock presentation? If you want to see one way to presentation a new stock presentation the Maryland and DC Regional Chapter has a free monthly webinar where each month we have four new stock presentations. Our next meeting is Monday July 11th at 7pm. Here is the link to sign up. Free. Each person needs to sign up individually to get a unique registration. If you want a way to narrow down your stock ideas that is something altogether different. Kevin Gillogly DC Regional Chapter Does anyone have examples/best practices for stock study presentations? We are a newly formed club and want to share with our members examples of what they should plan on presenting to the group when they have a stock suggestion. Thank you. Sarah I can go one better. This coming Monday (July 11th) from 7-8:15pm is our chapter's monthly webinar entitled Digging into the BI magazine which features 4 stock presentations by members of the two model clubs of the DC chapter and by members of the model club of the Maryland chapter. We also invite members of clubs to present and offer a short phrase about their club. We generally have about 50+ registrants. The webinar includes handouts of the program slide deck and the SSGs for each stock. I will attach the link below. Each member that wishes to attend should register with the link in advance, which wll generate an email with an individual link to click on at the time and date of the program. Additionally, we have a "You Tube" page with archived previous programs. Sheryl Patterson Director, DC Chapter of BetterInvesting Registration URLWebinar ID571-369-331 Does anyone have examples/best practices for stock study presentations? We are a newly formed club and want to share with our members examples of what they should plan on presenting to the group when they have a stock suggestion. Thank you. My opinion:
Linda Does anyone have examples/best practices for stock study presentations? We are a newly formed club and want to share with our members examples of what they should plan on presenting to the group when they have a stock suggestion. Thank you. Linda, Good points. The way I read her post was she was asking about new stock presentations and not a stock update. But for a stock update you have a clear method. Kevin Gillogly DC Regional Chapter
Attached is a general outline of monthly, quarterly and annual duties of a stock monitor or tracker. Virginia Cooper Golden West Chapter of BetterInvesting
Thank you everyone for the great advice. Is anyone else have trouble with BI's website the last few days? YES, Morningstar has dropped some inks (Research button) but so far I have found I can reach pages I need (Financial Statements, etc) from Morningstar link on Company Summaries link on the Research button. Virginia Cooper, director, Golden West Chapter of BetterInvesting financial partner, Southern California Model investment Club Thank you everyone for the great advice. Is anyone else have trouble with BI's website the last few days?
Without the 10-years of Key Ratios, an investor feels as though they
lost their right hand. There are no substitutes for Key Ratios.
Numbers are meaningless without complete ratio analysis! Please
BI ... get the missing link working ASAP. On 7/7/2022 12:57 PM, Sarah Cornwell via bivio.com wrote: Virginia Cooper, Do you know how I can get access to the BINC 2016 handout from Suzi Artzberger you reference at the bottom of the "Draft Investment Club Stock Monitor Review Guidelines"? I want to have the club I belong to review your draft and use it as a starting point for our guidelines. Thank you for this information.
Carolyn Sturgis I just attended the Maryland and DC Regional Chapter free monthly webinar that Kevin recommended. Holy cow, I am speechless at the level of expertise from the presenters. Just incredible. I can't believe how smart the meeting was. Wow, wow, wow. https://www.betterinvesting.org/chapters/dc-regional/local-events/digging-into-the-bi-magazine Too bad I missed that. Is there a link to a recording? I just attended the Maryland and DC Regional Chapter free monthly webinar that Kevin recommended. Holy cow, I am speechless at the level of expertise from the presenters. Just incredible. I can't believe how smart the meeting was. Wow, wow, wow. Frank Wilson 850 723-4194 There is a YouTube recording.
Frank, Go to YouTube. In the search window type "Digging Into the BI". You will see it. Make sure to like the video and subscribe to the channel. That will help other like minded investors find it. Also go to the DC Chapter on BI and sign up for our announcements. That way you will be able to attend live AND get the handouts. Join us next week, Mon July 18th at 7pm, where we review our presentations from the entire 2021 year. Kevin Gillogly DC Regional Chapter
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