BetterInvesting Georgia Chapter 11th Annual Investors Fair

Join the BetterInvesting Georgia Chapter for our 11th Annual Investors Fair where you will enhance your investment knowlege through classes and interactions with following renown investment professionals.

SUZI ARTZBERGER- Suzi is the VP, Online Stock Tools Suite, Information Technology and Data for BetterInvesting. The third generation in her family to belong to BetterInvesting and a member of two investment clubs, Suzi has successfully practiced the BetterInvesting method of stock selection and portfolio management for over 25 years. This and years of professional experience in project management, quality management, and information technology, give Suzi unique insight into the technological needs of long-term equity investors. Her vision led to our current online stock analysis tools for investment clubs and individual investors. Suzi frequently speaks with audiences interested in learning the BetterInvesting approach to stock investing.

DOUG GERLACH- Doug is the President of ICLUBcentral Inc., makers of software and websites for individual investors and investment clubs. He is the author of six financial books. He has authored articles for publications such as Individual Investor, PC World, and ComputerLife, and was a Consulting Editor and columnist for Time-Life’s Mutual Funds Magazine. He has taught at investor events in more than 80 cities across the US, where his skill in explaining often-complex concepts with humor, energy, and clarity helps to turn beginning investors into better investors.

CY LYNCH – Cy is a longtime educator for BetterInvesting and has been an investment club member since 1984. He received BetterInvesting's 1998 Thomas E. O’Hara Award and a Distinguished Service Award from the organization’s Investment Education Institute in 2000. Currently the senior pastor of the Trinity Baptist Church in Conyers, Georgia, Cy’s career includes serving as an officer in the Judge Advocate General’s Corps, as a private-practice attorney and as a financial adviser. He has a bachelor’s degree in economics from the University of South Florida, a Juris Doctor from the University of Michigan and a master’s in divinity from the McAfee School of Theology.

MARK ROBERTSON – Mark Robertson ([email protected]) is founder and Managing Partner of Manifest Investing, served as senior contributing editor for Better Investing and has worked with successful investment clubs and individual investors since 1993. He has appeared on National Public Radio, CNBC, and ABC to discuss long-term investing. He has also worked with Smart Money, Barron’s, Money magazine and the Motley Fool and has been covered by the Chicago Tribune, Wall Street Journal and MarketWatch as well as several local publications.

Info: will give us an inspirational reason to invest no matter what the Market Direction— Especially down markets.

Info: Cy starts this session with a brief review of BetterInvesting’s four principles, how they’ve impacted his life and how he applies them as he invests. We’ll then shift to the Stock Selection Guide (SSG), starting with the proposition that not all sections of the SSG are equally important. We will explore various ways to project a low price. Then Cy will review SSG stock selection criteria (potential return, PE ratios, U/D ratios, price zones) sharing how his use of these has evolved over more than 40years of using the form.

Info: GAAP Data is the accepted accounting readings for a company’s performance. However, at time adjusted data or Non-GAPP numbers give a more accurate reading of a company’s performance. Suzi will discuss the “ins and outs” of these two metrics.

Info: A Gateway To Awareness and Understanding of AI-Based Research

Info: Using the SSG and other BetterInvesting tools, it's possible to determine "optimal" buy and sell prices. Unfortunately, those prices often don't provide enough justification by themselves to make a confident decision. Stocks languish in the "maybe" zone. Weak company fundamentals make a stock appear to be too cheap to pass up. And stocks that have seen huge price run-ups may be approaching their sell prices on the SSG but still be prudently held in a portfolio. With a better understanding of the five distinct levels of valuation, investors can make better decisions about handling the under-, over-, or hyper-valued stocks in their portfolios.

Info: We’ll first review past market cycles and note how they seem to be growing more volatile and rapid over the last several years. Then using a lessons learned approach, we’ll explore specific portfolio management techniques to help address uncertainty by maximizing gains in up markets, while minimizing them in down ones. Specific topics will include finding and using projected return for the market as a whole to guide our decisions, selling overpriced stocks and when holding cash is ok.

Info: Using the SSG to access PERT Report can be beneficial to your analysis

Info: Award Prizes and Sponsor Presentation

Info: A winter case of the flu can make a person feel unfocused and unenergetic, unable to move off the couch or get out of bed. Numerous individual investor portfolios experience stagnation due to "megastockfluenza," a condition characterized by the inclusion of excessive slow-growth mega-cap stocks. These typically consist of well-known brand name companies operating in consumer and retail sectors that are perceived as safe investments. While there is a place for these stalwarts in a portfolio, overweighting in large- and mega-cap stocks can hold back portfolio returns over time. But treatment is available, and portfolio health can be greatly improved by focusing on better growth opportunities that are available in small and midsized company stocks. Learn the risks of focusing too much on the very largest companies in the market and how to improve portfolio returns and reduce volatility by boosting small and midsized stock exposure.

Info: An Example of Using Judgement to make your analysis more accurate

Info: Two Guys Talk Stocks - Mark Robertson and Cy Lynch provide their stock ideas and analysis

Info: An Update of our Small Company Experience.

Info: A golfer with only a sand wedge in his bag. An orchestra of only tubas. A football team of 22 wide receivers. A chef with a frying pan and no other cookware. If you can understand why these might occasionally be brilliant but generally not provide optimal outcomes, then you're on the way to understanding why diversification is important. BetterInvesting recommends that investors and clubs embrace diversification as a risk management technique. But how does it work? And how should it be implemented? It turns out that there is much research that supports the principles of diversification. Exploring the data and science behind correlation, volatility, risk, and return helps to understand why under-diversification is a problem, and how to best construct a diversified stock portfolio

Info: Many followers of BetterInvesting methodology confidently use its tools to find stocks to buy but are far less sure of when to sell stocks. We will survey reasons for selling, including personal objectives, business fundamentals, stock valuation, and combinations of these. Against this background, Cy will help you develop a strategy for selling stocks to improve your overall portfolio performance.

Info: Closing Remarks, Questions, Door Prizes

Host or Publisher BetterInvesting Georgia Chapter