News & Articles
Newsletters
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 and Handouts
- Chapter Annual Meeting 2024
- Chapter Annual Meeting and Education for 2023
- Chapter Business Meeting for 2022
- Education at our 2022 Meeting: An Investment Club in Action
- Chapter Business Meeting for 2021 with slides.
- Education at our 2021 Meeting
- Big Charts Presentation with handout.
- Beyond the First Cut with handout.
Educational Event Recordings and Handouts
2024
Every Picture Tells a Story (Dori Raser/ Lynn Treffry - July, 2024)
Is Value Line Still Valuable? (David Lenig / Marcia Couey - April, 2024)
Presentation Handout / Interactive Value Line Reference
Retirement & The Tax Man (Christi Powell - February, 2024)
Presentation Handout / 2023 Important Numbers / 2024 Important Numbers
2023
Tinker to Evers to Chance (aka Triple Play) (Avi Horwitz / Mark Mechenbier - October, 2023)
Presentation Handout / Live Link List (Value Line Tool Guides and Libarary Access
Don't Stay Tied Up at the Dock: Let's Get Our Sea Legs! (Fred Rhamy Jr. - August, 2023)
Presentation Handout / Macroeconomic Indicators and Links / Creating a Dial Indicator
ROE, ROE, ROE to Float Your Boat: Return on Equity (ROE) (Ron Mauer - June, 2023)
Presentation Handout
Preferred Procedure Simplified (Avi Horwitz - January , 2023)
Presentation Handout / Additional Handout
Fall 2023 California Chapters Event – Recordings & Documents
Round 1: Using Online Tools to Make You a Better Investor - 2 slides/ppt pageRound 1: Using Online Tools Recording
Round 1: Contact Information: Presenters + Sponsor
SSG Guidelines for Beginners
Features Comparison - CoreSSG v. SSGPlus
90-Day Free CoreSSG Digital Trial Membership
Round 2: VISA (V) Is it a Stock for You? - 2 slides/ppt page
Round 2: VISA (V) - Is It a Stock for You? - Recording
Round 2: VISA - Compare Judgments and Results
Round 2: Contact Information: Presenters + Sponsor
Round 3: Value Line Research Tools Hiding in Plain Sight - 2 slides/ppt page
Round 3: Value Line Help
Round 3: Secrets to Finding Small and Medium Sized Stocks - 2 slides/ppt page
Round 3: Improve Your Returns Using Portfolio Management - 2 slides/ppt page
Round 3: Portfolio Management Resources in BetterInvesting - 2 slides/ppt page
Round 3: Contact Information: Presenters + Sponsor
Round 3: Recording
