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