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Successful Investing (With Ken Kavula)

Date: Saturday, October 27 · 9:30 AM - 4:00 PM EDT
Location: Sun City Carolina Lakes

The North Carolina and South Carolina Chapters of BetterInvesting are jointly sponsoring an investor educational event. Ken Kavula will be our primary instructor. Ken Kavula has been recognized by BetterInvesting for his educational efforts, most recently with the awarding of the George Nicholson award for outstanding contributions to investment education. He is the president of the Mid-Michigan Chapter and the Mid-Michigan Model Club. Ken is a very well-known national speaker and frequently participates in the Mid-Michigan Round Table discussions, as well as, BetterInvesting’s monthly TickerTalk.

Topics include:
Finding Stock Ideas
The Visual Analysis and the New Tax Laws
New Features Regarding Banks in SSGPlus
A Few Possible Work Arounds for Tax Adjustments
Nicholson’s Triple Play
Some Real-Time Screening
Managing a Portfolio the BetterInvesting Way
A Look at Some Local Portfolios
Let’s Talk Stock

Please email president@northcarolina.betterinvesting.net for more details and information.

Location:

Map: Sun City Carolina Lakes

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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.