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Tulsa: Inve$tFe$t

Date: Saturday, March 04 · 9:30 AM - 3:30 PM CST
Location: Christ United Methodist Church

The Tulsa Area Chapter of BetterInvesting is proud to welcome Ken Kavula and Mark Robertson as speakers for their Education Day to be held on Saturday March 4, 2017.
From 9:30 AM till 3:30 PM
Lunch and a light Breakfast is included.

Christ United Methodist Church 3515 South Harvard Avenue Tulsa, OK 74136

Ken is a noted BetterInvesting educator having spent almost 25 years as a volunteer and teacher for the organization. He travels extensively with Mark, speaking to BI Chapters about investing topics. He is married and lives north of Flint, Michigan. Mark, a former senior contributing editor for BI magazine, lives in Rochester Hills, Michigan, near Detroit. He is managing partner of Manifest Investing, a subscription website designed for investors. Manifest Investing is based on witnessing and working with successful long-term investors. It’s an effort to place more than seven decades of investing best practices at your fingertips. Mark is also married and recently became a Grandpa for the second time. Ken and Mark are favorites at the BI national convention where their classes pack the room. People are eager to hear and witness their unique chemistry as they try to demystify investing.

In Tulsa, they will be establishing a case for individuals to become serious investors in the stock market. They will look at real portfolios from clubs in the Tulsa area and talk about managing these collections for optimal return. Time will be spent discussing how to find and evaluate good small-stock candidates to add to portfolios. Mark and Ken will also take a tour of the Manifest Investing website, talking about how it complements the BetterInvesting philosophy. Mark will explain his unique twist in evaluating potential return by embedding future earnings and revenue predictions as part of the analysis. The two guys will also talk extensively about how they define Quality when it comes to a common stock. They will “Talk Stocks” as well, making sure registrants leave with a long list of ideas for future study.

The day promises to be lively, educational and entertaining. Consider joining us!

Location:

Map: Christ United Methodist Church

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Legend
Quality Legend:
Blue Excellent with quality greater than 80.
Green Good with quality between 60 and 80.
Neutral Average or below average with quality between 20 and 60.
Red Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow PAR is above the target range of MIPAR +10%, currently 10.1%
PAR Projected Annual Return
MIPAR The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
* Not covered by Value Line Standard Edition.
b Uses price-to-book value for valuation purposes.
P/CF Uses price-to-cash flow for valuation.