News & Articles
Retirement and the Taxman
Christy Powell
February 29, 2024
Depending on the source of the funds to pay living expenses in retirement, you may face very different tax rates. You want to have an organized plan that manages tax efficiently and also addresses income-related monthly adjustment amount (IRMAA).
Stock Study Session
Brian Altschul, Moderator
January 13, 2024
This stock study session studied Edwards Lifesciences (EW) and ResMed (RMD). It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
Tinkers to Evers to Chance
Mark Mechenbier and Avi Horwitz
October 30, 2023
George Nicholson threw us a curve ball and coached us on how to go for a triple play. Join Mark Mechenbier and Avi Horwitz as we dig into his George Nicholson’s ideas about triple plays. We will learn how triple plays can help our portfolio hit a home run.
Stock Study Session
Brian Altschul, Moderator
October 28, 2023
This stock study session studied Crown Castle Inc (CCI) and Kinder Morgan Inc. (KMI). Both stocks were featured in the September 2023 issue of BetterInvesting magazine. It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
ROE, ROE, ROE to Float Your Boat
Ron Maurer
June 29, 2023
When you are sailing along growing your portfolio, the last thing you want is to spring an unexpected leak because you didn't check the condition of your boat. When you are investing, you want to make sure that there are no surprises when you ROE.
Stock Study Session
Brian Altschul, Moderator
May 20, 2023
This stock study session studied Fortinet (FTNT) and Peabody Energy (BTU). Both stocks were featured in the May 2023 issue of BetterInvesting magazine. It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
Stock Study Session
Brian Altschul, Moderator
February 11, 2023
This stock study session studied Microsoft (MSFT) and Adobe (ADBE). It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
Preferred Procedure Simplified
Avi Horwitz, January 30, 2023
Handout 1 and Handout 2
Do you skip over Preferred Procedure when using the Stock Selection Guide (SSG) because you don’t understand it? You are not alone as many people struggle to understand Preferred Procedure. As its name implies it is the preferred method for determining future earnings per share growth. It uses a simplified Income Statement to project what earnings per share will be in the future. This session will touch on understanding what we look for when we use Preferred Procedure, how it relates to our Stock Selection Guide and how it ties back to the company’s Income Statement. We will explore each of the components of Preferred Procedure that help us with our judgment about future EPS growth.
Stock Study Session
Brian Altschul, Moderator
November 12, 2002
This stock study session studied Alphabet (GOOGL) and Avnet (AVT). It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
Stock Study Session
Brian Altschul, Moderator
April 23, 2022
This stock study session studied BorgWarner Inc (BWA) and Visa Inc (V). It was suggested that attendees complete SSGs on these two stocks and participate in the dialogue.
Finding Hidden Gems
Dan Harter, Dori Raser, and Barry Detloff, March 30, 2022
Handouts
People can go a lifetime looking for diamonds or precious jewels but never find them. In this
session you will be handed hidden gems. Our three instructors: Barry Detloff, Dan Harter,
and Dori Raser will focus their presentations on hidden gems from BI methodology as well as
other methodologies that can help improve your portfolio’s performance. We will show you
where to find gems and how to use them to improve your stock studies and portfolio's
return.
Gee! I Wish I Had Noticed That!
Brian Altschul, March 31, 2021
Handouts
When we study a company there are often warning signs hinting at potential issues. These signs
can help reduce the risk of judgment errors about the company. We often miss these red flags because
we are not sure what to look for.
Why the Tortoise Sometimes Wins
Avi Horwitz, June 29, 2020
Handouts
What do we look for in a stock? Find out in this webinar.
