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Date & TimeTuesday Mar 16 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 OrderPatricia Onufrak07:05-07:10 PMClub renewal is still in progress (1 yr vs 3 yrs?)Need an Asst Treasurer: Jo willing, if no one else.GladysSheryl07:10-07:15 PMSecretary’s ReportApproval of February Minutes (posted in Bivio)Maskey07:15-07:40 PMEducation: MorningStar Newsletter: The Hare and TortoiseJo Murphy07:40-08:00 PMNew Stock PresentationCompany: Simpson Manufacturing Co. (SSD)(Next Month: Jonathan)Maskey 08:00-08:45 PMStock ReportsABBV – AmyAlimentation Couche-Tard BRK- B- GladysCBOE – Arvind Essent – Jo,Gentex – Wilbert LGIH – PaulMonster – KentNVEE – SherylStock WatchersAmyPatGladysArvindJoWilbertPaulKentSheryl08:45-08:50 PMTreasurer’s ReportKent Billmyer08:50-09:00 PMDecision: Buys and SellsPartners09:00-09:05 PMMember Questions about Investing in General: Send question to Amy (amy@)Experts will Answer09:05-09:15 PMUpcoming Events and Announcements (see below)Patricia Onufrak09:15 PMAdjournPatricia OnufrakBI and Community Events & AnnouncementsMarch 2021BI Membership Renewal are DUE for 2021Wed Mar 17 202107:00 PM-09:00 PM(3rd Wednesdays)Montgomery County Model Investment Club (MCMC) Monthly MeetingVisitors are Welcome. Free Event: Online via GoTo MeetingMore information at: Mar 20 202109:30 AM-11:30AAII Webinar: Growth Investing and Super-Performance Stocks, by Ross Haber, co-founder (Technical Analysis): register @ Sat Mar 20 202109:30 AM-03:30 PMBasics of the SSG and Beyond – Session 1Learn the basic concepts of long-term investing. Understand the Better Investing’s fundamental analysis tool: The Stock Selection Guide (SSG). Get comfortable with the beginner level online tools.Cost Details:$30 for both days$20 for one daySat Mar 27 202109:30 AM-03:30 PMBasics of the SSG and Beyond – Session 2Review of Day One. Find stocks to study. Learn about objective investment research sources. Develop sound judgments. Practice completing several SSGs both as a group and on your own. Learn how to share stocks with the others.Cost Details:$30 for both days$20 for one dayMon Apr 1 202107:00 PM – 08:00 PMDMV Chapters presents: Digging into the BI Magazine March 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: 375-845-547Tue Apr 13 202107:30PM-09:00PM(2nd Tuesdays)Money Matters (Book Club)April Title: Your Complete Guide to a Successful and Secure Retirement by Larry Swedroe and Kevin Grogan. 2019. One stop resource for those preparing for retirement. Chapter 8 through the end.Covers spend-down strategies, Social Security, Medicare, annuities, insurance, estate planning and related retirement issues not covered in the 1st half of the book.Tue Apr 20 202107:00PM–09:00 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 Murphy2/16/20216MorningStar Newsletter: The Hare and TortoiseJo Murphy3/16/20217Basics 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/Wilbert3/16/20218How to do “Preferred Procedure” in SSGKathy4/20/20219PERT Charts from the SSG/SSG PlusSheryl5/18/202110One page Quick Analysis of a StockBaskar6/15/202111Basic Analysis of stocks using ChartsJonathan7/20/2021128/24/202113Exploring the "Research" Tab in SSGArvind9/21/202114Different types of orders you can place with your broker (Limit, Market, Trailing, Stop Loss)Amy10/19/20211511/16/20211612/21/2021How 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 ................
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