Strategic Selling and Improving Investment Results

10/02/2022
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4:00 pm - 6:15 pm PT
Online
Cost: $10

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Cancellation requests must be received no later than 72 hours (3 days) prior to the event.

 

Description

Round 3 of 3: Two Presentaions by Cy Lynch

Strategic Selling
(All Levels, including beginners with general familiarity with the SSG) Many followers of BetterInvesting methodology confidently use its tools to find stocks to buy, but are far less sure of when to sell stocks. We will survey reasons for selling, including personal objectives, business fundamentals, stock valuation, and combinations of these. Against this background, Cy will help you develop a strategy for selling stocks to improve your overall portfolio performance.


Improving Your Investment Outcomes (Intermediate)
The Stock Selection Guide (SSG) helps us focus on what really matters, but let’s not miss ways to supplement and improve the SSG analysis. Join Cy as he shares tips on “stacking the deck” in your favor by using Value Line and Morningstar reports and other web sources to find great stocks to study and to improve your SSG projections. He will explore using and expanding your information “network” to find red flags in stocks you are studying and to provide verification and validation for your studies.



Cy Lynch is a longtime educator for BetterInvesting, joining his first investment club in 1984. He received BI's 1998 Thomas E. O’Hara Award and a Distinguished Service Award from the organization’s Investment Education Institute in 2000. He writes the “Growth Stock Outlook” column for BetterInvesting Magazine and serves as Chair of the BetterInvesting Board of Directors.  

Currently the pastor of the Trinity Baptist Church in Conyers, Georgia, Cy’s career includes serving as an officer in the Army Judge Advocate General’s Corps, as a private-practice attorney and as a financial adviser. He has a bachelor’s degree in economics from the University of South Florida, a Juris Doctor from the University of Michigan and a master’s in divinity from the McAfee School of Theology. Cy lives in Atlanta with his wife, Barbara Koll, and their three cats. A life-long Atlanta Braves fan, he is a season ticket holder, attending games whenever he can, and is still on cloud nine over their World Series Championship last year.
 

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