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News & Articles

Newsletters

  • Sun Bulletin, Fall 2022
  • Sun Bulletin, Summer 2022
  • Sun Bulletin, Spring 2022
  • Sun Bulletin, Winter 2021-2022

Articles

  • Building Financial Foundations, Money Smart Week, April 2019, Rancho Bernardo Library.
  • Conducting Company Research: How to Do It & How to Capture Your Findings, BI Golden West Chapter Annual Meeting, June 2018, Buena Park Library.

Recordings

  • Chapter Business Meeting for 2022 
  • Education at our 2022 Meeting: An Investment Club in Action
    • Handout for Study of  Medifast
    • Handout for Finding Analysts' Estimates Quickly 
      • Template for Compiling Analysts' Estimates
      • Template for Quarterly Report Worksheet
  • Chapter Business Meeting for 2021 with slides.
  • Education at our 2021 Meeting 
    • Big Charts Presentation with handout.
    • Beyond the First Cut with handout.
  • Education at our 2020 Annual Meeting: Coronavirus and Our Battered Markets, by Kathleen Richards.

Golden Nuggets 

  • Surviving Recessions and Covid-19: Safe Sectors & Sound Tools
  • Seasonality
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