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Founder's Wisdom, Better Tools & Ideas

Date: Saturday, March 02 · 9:00 AM - 12:00 PM CST
Location: College of DuPage

WHAT WE’LL COVER

What are some of the most powerful lessons learned from multiple decades of successful long-term investing? We’ll explore best practices and examine key success factors based on working with the most successful investment clubs and individual investors.

Founder’s Wisdom: Many average investors are doing it wrong! Higher returns often elude individual long-term investors as the financial services industry’s guidance can be wrong or inappropriate. This presentation highlights the harmful noise and misdirection coming from the investment services industry. The visionary founders of the National Association of Investors and the American Association of Individual Investors, George Nicholson and James Cloonan, Ph.D., leveraged collaboration and education, and their wisdom runs contrary to the “noise.” What notions can we challenge and better understand? What lessons offer the potential for better performance? Key questions, and more, will be answered! A Few Moments With … Our Favorite Tools and Resources. This will include a review of some of the newest features in the tools deployed by NAIC/Better Investing (new bank analysis, screening enhancements, industry study techniques …) Traditional Two Guys Talk Stocks — Make no mistake, the event is intended to serve as an “appetizer” for the 2019 NAIC/Better Investing National Convention that will be held in May 16-19 2019 in Chicago. Ken and Mark will share ideas and some tips on study methods …
Location:

Map: College of DuPage

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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.