- 1. "Finding a Stock Winner: First Step Screening (Bajkowski)"
- 2. "Lessons Learned From Monitoring Investment Newsletters for More than 30 Years (Hulbert)"
- 1. John Bajkowski
- President, American Association of Individual Investors (AAII)
- 2. Mark Hulbert,
- Hulbert Financial Digest, MarketWatch
- Sheraton Pentagon City Hotel
- 900 South Orme Street
- Arlington, Virginia 22204
- Telephone: 703­-521-1900
- Note: Parking at the hotel is free.
- Advance registration by mail, or on-line until 06/20/13 - $70.00 per person
- Late registration on-line 06/21/13 until 06/23/13 - $75.00 per person
- At the door registration, space permitting - $75.00 per person
- Registration & Reception (Cash Bar), 6:00 PM
- Introductory Remarks, 6:45 PM
- Dinner, 7:00 PM
- John Bajkowski’s Presentation, 7:45 PM
- Dessert, 8:30 PM
- Mark Hulbert’s Presentation, 9:00 PM
- Closing Remarks, 9:45 PM
1. Finding a Stock Winner: First Step Screening (Bajkowski)
While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. John Bajkowski, president of AAII, will show how computerized stock screening systems can be used to reduce a large universe of stocks into a manageable group of prospects that match your investment style. He will walk through the process of developing and implementing both a value and a growth screen and highlight which screening filters work and those that do not help to select winning stocks.
2. "Lessons Learned From Monitoring Investment Newsletters for More Than 30 Years" (Hulbert)
The Hulbert Financial Digest has been objectively tracking the performance of several hundred investment advisors since 1980. Mark’s presentation will focus on several clear themes that emerge in analyzing what has worked, and not worked, over the intervening three decades.
- How to develop a screening strategy that fits with your horizon, risk tolerance, analytical skills and time.
- Which stock-screening techniques work and which ones to avoid.
- Which investment strategies have most consistently worked over the last three decades and which investment strategies have not worked well.
- Characteristics held in common by the winning advisers that distinguish them from the losers.
- Learn to identify good investment prospects using value and growth screening strategies.
- Celebrate the 30th Anniversary of the Washington DC Metro Chapter.
1. John Bajkowski is president of AAII. As financial analyst for AAII, John writes a column on screening stocks. He also serves on the Dividend Investing and Stock Superstars advisory committee. He earned a bachelor’s degree in finance and management from DePaul University. He has been with AAII for over 25 years.
2. Mark Hulbert is the editor of The Hulbert Financial Digest (HFD), a consumers' report on the real-world performance of investment advisors. In April 2002, The Hulbert Financial Digest became a service of Marketwatch.com; since then, Mark has been a senior columnist for that Web site. Because the HFD began tracking advisors' model portfolios in 1980, it now has more than three decades of research into the performance of investment advisers—a veritable gold mine for answering the question of what really works and what does not. Mr. Hulbert also publishes a weekly service called Hulbert On Markets: What’s Working Now, which reports on the consensus recommendations of the top performing advisers. He is also a regular columnist for The Wall Street Journal and Barrons.