Indianapolis: Stock Selection & Portfolio Mgmt

Overview of Analysis (We'll actually do a case study -- walking through the analysis with exposure to our favorite resources and research.)

"Common Ground" - How investment clubs take care of a portfolio. We'll review portfolio design and discuss management considerations. What is effective stock "watching?" How can we best be vigilant for opportunities and threats to our holdings?

“Discovery” - A demonstration of various screening resources with a look at some of our favorite resources.

“An Industry Study” - Taking a discovery and putting it through its paces to ensure that we're considering (or accumulating and retaining the best of the best)

Let's Talk Stocks - An interactive, audience-driven discussion of specific study ideas and case studies.