Www.bivio.com



Date & TimeTuesday Jan 19 2021 0700-0900PMLocationOnline ONLY via GoTo MeetingOnline Information can also dial in using your phone.United States: +1 (312) 757-3121Access Code: 251-997-157Agenda07:00-07:05 PMWelcome Partners, Regular Guests and First Time VisitorsCall to OrderBaskar07:05-07:10 PM6 Volunteers needed for the Audit Committee (Kathy, Sheryl, Ty)2 Volunteers needed for the DC Chapter March Webinar represented by MicNOVAGladysSheryl07:10-07:15 PMSecretary’s ReportApproval of November Minutes (posted in Bivio)Maskey07:15-07:40 PMEducation: Using Cash Flow to assess a Company’s Financial Health – especially a young companyGladys & Carol07:40-08:00 PMNew Stock PresentationCompany TBD (Ticker: TBD)(Next Month: Baskar)Ty Hughes08:00-08:20 PMUsing the BI PERT report for our portfolioSheryl08:20-08:30 PMReview of Portfolio Ty Hughes08:30-08:40 PMTreasurer’s ReportKent Billmyer08:40-08:50 PMDecision: Buys and SellsPartners08:50-08:55 PMMember Questions about Investing in General: Send question to AmyExperts will Answer08:55-09:00 PMUpcoming Events and AnnouncementsBaskar09:00 PMAdjournBaskarBI and Community Events & AnnouncementsWed Jan 20 20210700 PM-0900 PM(3rd Wednesdays)Montgomery County Model Investment Club (MCMC) Monthly MeetingVisitors are Welcome. Free Event: Online via GoTo MeetingMore information at: Feb 1 20210700 PM – 0800 PMDMV Chapters presents: Digging into the BI Magazine February 2021Join the DC Regional Chapter along with the Maryland Chapter ofBetterInvesting for free webinar where we examine the featured stocks fromthe most recent issue of the BI Magazine. This event is designed for bothbeginners and those looking to improve their judgment on the SSG. In a littleover an hour, we will have four stock presentations using the current issue ofBI Magazine or using the features from the BI website.Registration URL: ID: 315-191-931Mon Feb 8 20210800 PM-0900 PMDC Chapter Webinar: How to track your investments using Google Docs by Ty HughesRegistration URL: ID: 294-460-379Tue Feb 9 20210730PM-0900PM(2nd Tuesdays)Money Matters (Book Club)New Year Title: Loonshots: How to Nurture Crazy Ideas that Win Wars, Cure Diseases and Transform Industries by Safi Bahcall, 2019, A physicist and biotech entrepreneur describes a different way to think about innovation, where a company’s structure matters more than its culture. He gives many interesting examples of how the physics concept of phase transitions can serve as an organizational tool. Feb 16 20210700PM–0900 PM(3rd Tuesdays)MicNOVA Model Investment Club (MicNOVA) Monthly Meeting. Visitors are welcome. Free Event: Online via GoTo Meeting. More information at: Days to Try SSG FreeBetter Investing offers Non-Members to try SSG Plus/Core SSG for FREE. Check out: 202110/21/2021-10/24/2021BetterInvesting National ConventionThe Westin Dallas Park CentralTexasNameNew Stock PresentationConduct MicNova Monthly MeetingConduct MicNova Planning Meeting1Patterson, Shervl4/20/202111/16/202111/11/20212Billmver, Kent11/17/202012/15/202012/10/20203Hughes, James A.(Ty)1/19/202110/19/202110/14/20214Krishnarao, Maskev, Sec.11/16/20215/18/20215/13/20215Krishna, Arvind K10/20/20208/17/20218/12/20216Arumugam, Baskar2/16/202110/20/202010/15/20207Henrikson, Gladys3/16/202109/21/202109/16/20218Murphy, Josephine C (Jo)12/15/20201/19/21 1/14/2021 9Emmons, Elinor (Kathy)?9/15/20202/16/2021 2/11/2021 10Laing, Amy Gay5/8/20214/20/20214/15/202111Nixon, Wilbert6/15/20217/20/20217/15/202112Onufrak, Patricia7/20/20213/16/2021 3/11/2021 13O’Mara, W. Paul8/17/202111/17/202011/12/202014Timmes, Jonathan9/21/20216/15/20216/10/2021Schedule: New Stock Presentation, Planning and Monthly Meeting ChairLast MonthThis MonthNext MonthSchedule: EducationTitlePresenterDate1How to present 5-min stock report(Ticker Talk Webinar Ken K)Sheryl/Ken K Video10/20/20202How to invest in ETFs - such as in the gaming programs, like NERDLinda Hunt11/17/20203Stock screening in the BI SSG (Part 1 of 2)Baskar12/15/20204How to use cash flow vs P/E to determine investability in a new/young companyGladys & Carol1/19/20215Other good sources for finding good stock ideas: Ticker Talk, Stock-up, Manifest, VL, MS, Barrons, Invest Adv Svc, WSJ, Other Newsletters (Part 2 of 2)Jo Murphy2/16/20216Basics of using Stock (price)?charts to see if/when stock is in Buy Zone (with cheat sheets for 50/200 day Moving avg & RSI, other ratiosTy/Wilbert3/16/20217How to do “Preferred Procedure” in SSGKathy4/20/20218PERT Charts from the SSG/SSG PlusSheryl5/18/20219One page Quick Analysis of a StockBaskar6/15/2021107/20/2021118/24/202112Exploring the "Research" Tab in SSGArvind9/21/202113Different types of orders you can place with your broker (Limit, Market, Trailing, Stop Loss)Amy10/19/20211411/16/20211512/21/2021How to calculate a Signature P/E (Bonnie Biafort Book)LindaAlternative approaches to constructing & managing a portfolio: style, industry; performance to S&P 500Introducing Detailed Estimates in SSG Plus (1 of 2) ; Add Analyst Estimates to Your SSGs : Ticker Talk July 2020"Research and Your SSG" , 2nd of 2 "Adding Judgement" programs (Stock-up Sept 10 2020- Ken Kavula/Ann Cuneaz). Gt tips for what tolook for in Value Line, Morningstar, CFRA, Company reports and more.New Tools/Capabilities in the SSG.Addressing anomalies in Stock & Market performancePutting together Powerpoint Presentation (For new stock presentation) - What should the presentation answer?, snipping tool, Strawman outline - maybe a Sat morningUnderstanding /Applying various financial terms: "Book Value," "Cash Flow," Current Ratio, Quick Ratio, Peg RatioStock Screening BI Weekly Emails ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download