News & Articles

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Educational Event Recordings and Handouts

"Don't Stay Tied Up At The Dock.  Let's Get Our Sea Legs! " (Fred Rhamy Jr. - August 30, 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 29, 2023)

Presentation Handout

"Preferred Procedure Simplified" (Avi Horwitz  - January 30, 2023)
Presentation Handout / Additional Handout

"Finding Hidden Gems - Continued" (Mary Enright, Avi Horwitz,  Tim Janneck - November 30, 2022)
Presentation Handout

"Finding Hidden Gems" (David Lenig, Diane Gillit, Candace Baker - August 31, 2022)
Presentation Handout /  SSG Guidelines for Beginners / Screening Quick Start Guide / Other 20 Percent Checklist - Balance Sheet

"In Search of Hidden Gems" (Dan Harter, Dori Raser, Barry Detloff - March 30, 2022)
Presentation Handout

"What's Wrong With This Picture?" (Barry Detloff - September 30, 2021)
Presentation Handout / ROE Class Link / Template

"The First Cut is the Deepest" (Lynn Treffry - August31, 2021)
Presentation Handout / First Cut Stock Study Report (SBUX) / Stock Selection Guide (SSG) Guideline for Beginners  / First Cut Stock Study Report Form

"Diff'rent Strokes for Diff'rent Folks" (Kim Butcher, Mary Enright, Mike Torbenson - June 29, 2021)
Presentation Handout  / Stock Study Handout

"How Can I Be Sure?"  (Cy Lynch - April 29, 2021) - Handouts

Gee! I Wish I Had Noticed That (Identifying Red Flags) (Brian Altschul - March 31, 2021) - Handouts

The Years Keep Rolling By (Avi Horwitz - November 30, 2020) - Handouts / Q&A Handout

CH-CH-CH-Change (Avi Horwitz - October 26, 2020) - Handouts
/  Q&A Handout

Preferred Procedure Simplified (Avi Horwitz - July 20, 2020) - Handout 
Additional Handout  /  Follow-Up Q&A Handout

Why the Tortoise Sometimes Wins (Avi Horwitz - June 29, 2020)  - Handout 
Follow-Up Q&A  Handout