Next Meeting

June 17, 2017

Topic:
"Profiting from Fundamental Stock Analysis"
Presenter:
Doug Gerlach,
Editor-in-Chief, Investor Advisory Service and SmallCap Informer
Location:
Richard J. Ernst Community Cultural Center
Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, Virginia 22003
Telephone: 703­-323-3000
Note: Parking at the Community College is free.
Map-Meeting Location
Campus Map
Cost:
Advance registration by mail, or on-line until 06/13/17 - $35.00 per person
Late registration on-line 06/14/17 until 06/16/17 - $40.00 per person
At the door registration, space permitting - $45.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM

Presentation Description:

While the mechanisms and machinations of the markets have greatly changed since Benjamin Graham first came up with a practical stock analysis method, one thing remains true: companies that deliver constant profits will see their share prices increase over the long-term. But what are the keys to successful fundamental stock selection? Using methods honed over 60 years, coupled with wisdom of the market's greatest minds, true stock-pickers can still outperform the market via a buy-and-hold strategy. Doug Gerlach will share his approach to stock analysis used in the Investor Advisory Service and SmallCap Informer newsletters, focusing on key growth and quality factors.

Reasons to attend:

  • Learn how to quickly evaluate the key factors that identify the quality of a company's management.
  • Learn how to create an adjusted P/E-based valuation model for a stock.
  • Learn why 'buy-and-hold' doesn't mean 'buy-and never-sell'.

Biography:

A popular speaker and investment educator, Doug Gerlach is the author of six books, including The Complete Idiot's Guide to Online Investing, Investment Clubs for Dummies, and The Armchair Millionaire (Atria Books, 2002). He serves as the president of ICLUBcentral Inc., maker of tools for investment clubs and individual investors, including StockCentral.com, EquityResearchService.com, and Toolkit 6 for Windows stock analysis software. Doug is a former consulting editor for Mutual Funds Magazine, and now serves as Editor-in-Chief of ICLUBcentral's investing newsletters, the award-winning Investor Advisory Service and the SmallCap Informer.

Known for his dynamic and entertaining presentations, Doug has spoken at financial conferences from Honolulu to Berlin, including at AAII Investor Conferences since 2009 and BetterInvesting National Conventions since 1996.

Get reservation form
for June 17, 2017 meeting

Get driving directions to NVCC Campus from your location

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Next Investor Workshop

July 15, 2017

Presenters:
Dr. Alan Ellman
President of The Blue Collar Investor Corp.
Dr. Eric Wish
Director of the Center for Substance Abuse Research and of the
Honors College Stock Market Challenge, University of Maryland
Topic:
"How to Buy a Stock at a Discount and Increase Portfolio Returns Using Two Low-Risk Option Strategies"
Location:
Richard J. Ernst Community Cultural Center
Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, Virginia 22003
Telephone: 703­-323-3000
Note: Parking at the Community College is free.
Map-Meeting Location
Campus Map
Cost:
Advance registration by mail, or on-line until 07/11/17 - $53.00 per person
Late registration on-line 07/12/17 until 07/14/17 - $58.00 per person
At the door registration, space permitting - $63.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 12:30 PM (3-hour workshop)
Details:
Dr. Wish shows how his technical analysis tools may be used to select stocks to compliment the options strategies discussed by Dr. Ellman. These tools include his General Market Index (GMI), Green Line Breakout (GLB) daily/weekly RWB patterns & specific tech indicators (stochastics & Bollinger Bands). He'll use the TC2000 charting program to identify strong stocks.

Stock options can be risky or conservative; two low-risk option-selling strategies for buying stocks at a discount to elevate returns, leveraging covered call writing & selling cash-secured puts, are shown. This seminar is geared towards investors who are beginner option traders, but plenty of advanced materials for those already trading options can be discussed.
Attend this workshop to learn:
  • How to assess the market's trend, identify strong stocks and how TC2000 can be used to create alerts when a stock exhibits a specific technical pattern.
  • How to sell puts to either buy a stock at a discount or get paid not to buy the stock and also to determine which option to select when selling call and put options.
  • How to increase profits & decrease the chance of our shares being sold in our long-term buy-and-hold portfolios.

Dr. Ellman is President of The Blue Collar Investor Corp and author of four best-selling books on the subject of covered call writing. His 4th book, Stock Investing for Students, is now required reading at the Univ. of Maryland. His fifth publication, Selling Cash-Secured Puts, is a best-seller. He has also produced several DVD educational programs of this subject. For years Alan has been a frequent guest on financial forums such as the Options Industry Council's Wide World of Options. He's a national speaker for The Money Show & AAII's Stock Traders Expo. He writes weekly articles for his award-winning blog & various financial publications globally. Alan is also a retired Dentist, licensed in real estate sales, a personal trainer, & completed Series 65-Investment Advisor Rep requirements.

Dr. Wish has been teaching himself how to invest since the 1960s. He brings his training as a research psychologist to his technical approach to the stock market and currently teaches a highly popular course in technical analysis at the University of Maryland. Dr. Wish's xperiences have been presented in IBD and in AAII and Worden workshops and webinars. He's founded the Wishing Wealth Blog www.wishingwealthblog.com to further his popular investment education outreach.

Get reservation form
for July 15, 2017 meeting

Get driving directions to NVCC Campus from your location



Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava

Contact Information

General Information
301­-593-4542
Questions about registration
703­-879-8480

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Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116


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