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Model Investment Club of Northern Virginia (MICNOVA)



Agenda : Wednesday, June 13, 2018

For more information about upcoming meetings and DC Better Investing Current Events see:

Public Dashboard from Manifest Investing: ,

Welcome to Visitors, Call to Order, and Info Sharing: 7:00 - 7:05

• MicNova Purpose

• Welcome to visitors (Members & Visitors can now attend MicNova Meetings Online)

• Upcoming Events -Continuing

o Money Matters Book Discussion at Oakton Library (2nd Tuesday; July 10 – The Capitalist Code) See Anne Bradley

o MCMC on 3rd Wed./month; Current Events listed under Bivio Public Folders, “Current Events”

• DC Chapter Directors’ Meeting Sat, July 14, 9:30 – 12:30, Bethesda

• AAII DC Metro Chapter, Sat June 16, “Top 10 Celebrity Estate Planning Mistakes” presenter, Britt Stouffer, Managing Partner, Stouffer Legal; July 28, "Overcoming 6 Critical Threats To Your Retirement Security," presenter, Bob Carlson, Editor, Retirement Watch See Wilbert Nixon

• MicNova Guests vs. Members Lists (Bivio’s L. Frederickson to help us set this up after Tax Season)

• Sign Partnership Agreement (give to Maskey): Paul, Ty, and Kathy.

• After Meeting Socializing at Jason’s Deli

Secretary's Report: Maskey 7:05 - 7:10

• Proxies for 6/13 meeting:

• Approval of May minutes (posted in Bivio)

Treasurer's Report: Kent 7:10 - 7:20

Status of limit order for BOFI?

Withdrawal of Member Heidi O’Hara (Options: Kathy)

1. Sell a stock , pare down laggards, free up a stock watcher for greater potential stock – e.g. Bank of the

Ozarks, Dycom, LKQ, Cerner

2. Pay cash to withdrawing member without selling stock (doesn’t free up stock watcher, less money to

invest in better potential stock.)

New Stock Watcher Needed for ASR: 7:20-7:25

Status of Stock Study Teams 7:25--7:30

Team Leaders: Kathy, Phyllis, and Ty

Stock Watcher Reports:

AL, BRK.B, CHRW, CTSH, GNTX, LKQ (Kent/Eric), CVS, DY, (OZRK- filing in July report in Aug) 7:30 - 8:10

New Stock Mentioned at BINC (Stock Study Teams take note!) - Sheryl: 8:10 - 8:20

Education-Adjustment to SSG from Tax Law Changes - Sheryl 8:20 – 8:30

Buys/Sells: 8:30--8:45 Adjournment 9:00

GoToMeeting –Thurs July 5, 2018

Next Meeting at Tysons-Pimmit: Wednesday, July 11, 2018

Manifest Equity Analysis Guides:

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