Investor Day with Doug Gerlach
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To pay by check make the check out to Philadelphia Area Chapter of BI
Description
Investor Day Event with Doug Gerlach
Class Topics:
New Rules of Dividend Investing
Many investors turn to dividends as income vehicles as they approach or enter retirement. But yield alone isn't the route to likely investing success. It's far better to focus on stocks that can both generate income and offer long-term appreciation potential, which in the process helps to reduce overall portfolio risk. Learn how to improve returns by focusing on reasonably-valued companies with solid balance sheets and significant free cash flow generation, thus allowing for the payment of consistent and growing dividends. One final "secret ingredient" narrows down the list and will enable you to invest in the best stocks providing capital returns for shareholders.
Investing in ADRs and Foreign Stocks
Many investors and investment clubs look to diversify their portfolios internationally by holding shares of foreign companies or American Depositary Receipts (ADRs). Learn the benefits and pitfalls of holding foreign stocks in your portfolio. Understand the tax issues that are involved in holding non-U.S. companies (especially for investment clubs) and how to identify if a company is "foreign" or not (hint: it's not always where a company operates!).
Understanding Company Debt and Leverage
Successful companies can borrow money to help them grow their businesses, but many investors shy away from investing in companies that carry debt. But how much debt is "too much" on a company's balance sheet? Learn to move beyond a simple "debt is bad" mindset and critically evaluate how a company's capital structure impacts its risk, profitability, and long-term viability. Understand how debt is deployed by companies in different industries and learn to distinguish between prudent, growth-fueling leverage and excessive debt that threatens shareholder value.
Investment Club Portfolio Tune-Up
Doug will review portfolios of investment clubs that have been submitted, making suggestions about potential pitfalls and avenues towards improvement.
Closing of 2025 Club Taxes
