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Roads to Successful Investing

Date: Saturday, October 29 · 1:00 PM - 7:30 PM UTC
Location: Dallas, TX

Do we really “Buy and Hold ’Em?” Ken Kavula and Mark Robertson will present a series of topics during this Education Day that will explore the most powerful lessons learned from multiple decades of successful long-term investing. What are some best practices for investment clubs and individual investors?

Attend this session and learn …

— How to establish expectations for potential returns during stock studies

— The role of quality when building and maintaining a portfolio

— Some study tips and favorite resources to enhance your stock studies and selection methods.

Location:

Map: Dallas, TX

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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.