InvestEd 2011 Holiday Discount Rate Ends December 31, 2010
January 2011 Webinar: Stock Up: Veterans Share Their Secrets
Trailing Stop Loss Orders Have An Upside
Soluto: Anti-Frustration Software
InvestEd 2011: Crystal Balls Don't Work. Education Does.
San Diego CA, May 13-15, 2011
Marriott Mission Valley Hotel
"Investing is fun, exciting, and dangerous if you don't do any work." - Peter Lynch
Attend InvestEd 2011 and nurture your investing skills in glorious San Diego, California, on May 13 through 15, 2011, at the Marriott Mission Valley hotel. Meet-up with aspiring and experienced investors, and build your prospects for financial security.
InvestEd is acclaimed as the gold standard of national investor education conferences. No matter your level of investing expertise, you will share the satisfaction of learning sound investing techniques with enthusiastic attendees and be guided by star instructors.
InvestEd Program Features
The conference includes your choice of stimulating Educational Sessions, and a CD of session handouts with instructors' supplementary educational materials. Attend the General Program or choose to attend the Newbie Program. All registered attendees are welcome to participate in the Leadership Training Program. No additional costs apply.
Informative corporate presentations by quality companies supply ideas and comprehensive information. Learn, practice, and brainstorm stock study analysis resources in the hands-on Computer Lab. Relax in the entertaining and educational after-hours Cyber Cafe. Spontaneous mini-groups form to consult with instructors, experienced investors, or among themselves. And you will enjoy five full meals (breakfast and lunch on Saturday and Sunday plus Saturday dinner).
Holiday Discount Registration Rate Expires December 31, 2010
The InvestEd holiday registration discount is an ideal opportunity to give a gift of perpetuating value to friends, family, and yourself.
The holiday rate of $369 expires December 31, 2010. Full-time students with a valid school identification card pay $359. Register now and save!
You must register by February 28, 2011, to receive paper copies of session handouts. All attendees receive a CD of the handouts.
$25 Rebate Referral Incentive
To receive a $25 referral rebate, attend InvestEd 2011 and bring a friend who did not attend InvestEd 2010. After the 2011 conference, you will receive a $25 rebate for each friend you refer. Both you and your referred person(s) must register and attend InvestEd 2011, and referrals must provide your name when registering.
The InvestEd guest room rate at the Marriott Mission Valley hotel is a reasonable $115 plus tax per night for a single or double room in the InvestEd room block. All rooms have views and balconies or patios. Make your hotel reservations today.
Learn and Vacation
Plan to extend your visit to San Diego and enjoy a unique vacation at a world-class destination in southern California. Explore the hotel's website for ideas, and review InvestEd Tourism for a wide choice of attractions.
Join us for InvestEd 2011 in San Diego where we will build better futures together.
InvestEd Inc. Free Webinar
Stock Up: Veterans Share Their Secrets
Sunday, January 23, 2011, 9 PM -10:15 PM ET/6 PM -7:15 PM PT
Panelists: Brian Altschul and Saul Seinberg
Register Now. Space is limited
Brian Altschul and Saul Seinberg discuss the merits of potential investment candidate companies and focus on techniques they employ to differentiate suitable companies from those likely to result in poor investments. They describe their preferred methods of performing stock analysis studies and give advice for finding stock candidates in the current economic environment.
Brian and Saul are InvestEd instructors. Brian is secretary and Saul is vice-president of education for InvestEd Inc. The sessions they will present at InvestEd 2011 are listed and described in Educational Sessions under General Sessions Programs and Leadership Training. Both of them will participate in 2 Stock Up panel discussions. In addition, Brian will teach a Newbie session.
Register Now. Space is limited.
Free Newsletter Subscriptions: Webinar News and Access to Recordings
As a newsletter subscriber, you are first to receive timely announcements about InvestEd Inc. webinar topics and dates. In addition, you have exclusive access to webinar recordings. Every newsletter issue contains an investor education feature article, a technology segment, and InvestEd conference news. Encourage your investor friends to take advantage of the InvestEd Inc. free monthly newsletter perks. Please send them the subscription link: http://investor-education2011.org/Home/Signup.aspx.
Trailing Stop Loss Orders Have An Upside
By Saul Seinberg
Despite appearances, TSLO is not a stock symbol. It's an acronym for Trailing Stop Loss Order. What does the term mean to investors, when do you use a TSLO, and what does it accomplish?
Let's assume your portfolio has a stock that has done very well. Your current stock study analysis suggests your stock is overpriced and may fail to meet higher expectations in the future, and you may suffer a serious drop in share price. What are your options?
You can sell the stock immediately at, or near, the current price. However, selling now can prevent you from enjoying possible further share price increases, particularly in an uptrending market. What to do?
If you will accept the possibility of a strictly limited loss of a few points in exchange for greater upside potential, you can use a TSLO. The TSLO instructs your broker to sell your stock in question if it drops to a price determined by a simple formula.
A TSLO comes in two basic flavors. Sell if my stock drops by a certain dollar amount, or sell if my stock drops by a stated percentage. You control how much that drop or lost profit will be. It is part of the information entered when you place a TSLO. And the best part; the sell price will go up automatically as the share price of your stock goes up. The TSLO sell price will not drop below its initial value at the time when you placed the TSLO. It's like an elevator with no "down" button.
Recently, my investment club decided to experiment with TSLOs. This past September, we picked a stock in our portfolio we thought was overpriced and ready for sale. However, since we thought it still had good upside potential, we applied a TSLO. The stock is Factset Research Systems Inc. FDS: NYSE. At the time our TSLO was entered, we could have sold FDS immediately for $82.68. The TSLO told our broker to sell if FDS fell 8% from the time we placed the order.
As it stands right now, November 15, 2010, our TSLO is at 8% below its recent high of just above $89. The current price is $87.41. In other words, my club has benefitted by $5 per share (if we sold now). By using a TSLO and holding on to FDS, we even collected a dividend in the interim. As the numbers work out, our eventual sell price will be more than the price of FDS ($82.68) back in September.
Finally, using TSLOs may give you control over when a taxable event (sale of a stock) takes place. If we hold the TSLO and sell, or get sold out, in 2011, we have moved the date when the tax on our FDS profit is due. This often can work to the advantage of an investor or investment club.
Contact your brokerage firms to learn how TSLOs are implemented at the firms. Guidelines vary from broker to broker.
This article is an excerpt from Saul Seinberg's session, Stop Loss Orders: Helpful or Harmful?, at InvestEd 2010 in Baltimore.
Saul Seinberg is an InvestEd 2011 instructor and vice-president of education for InvestEd Inc. The sessions he will present are listed in Educational Sessions under General Sessions Programs and Leadership Training.
Soluto: Anti-Frustration Software
By Ira Smilovitz
Have you noticed how your computer seems to slow down with age? Do you wonder if a way to speed it up exists, but are afraid to look "under the hood?"
A free application (currently in beta test), Soluto Beta: Anti-Frustration Software provides an easy to understand view of what is running on your computer, what is necessary, and what can be removed. The result is a system that starts faster and is more responsive to your needs.
When you install Soluto Beta, it categorizes each of the processes running on your computer as no-brainer (remove from boot), potentially removable (advanced users), or cannot be removed at this time with Soluto. It tracks how long each process takes to load and the demand each makes on your system.
When you move your mouse over the name of a process, you get a brief description of what the process does and a recommendation to pause, delay, or keep the process in your boot sequence. If you choose to pause the process, it will not load as part of the boot sequence. This is useful for quick-start processes used by applications like iTunes and for automatic updaters for software you do not use frequently. If you choose to delay, the process will run during an idle period after your boot sequence is completed.
A Soluto demonstration video puts the process into perspective.
Soluto does its magic by collecting the boot and process data from users' computers and analyzing the data to derive a PC genome.
One of Soluto's useful features for computer novices is its ability to provide a graph showing what percentage of users have paused, delayed, or kept a process in the boot sequence, as well as what percentage of users have the process installed on their systems. This can provide some reassurance as you make choices to speed your system.
Ira Smilovitz is an InvestEd 2011 instructor and a Director of InvestEd Inc. The sessions he will present are listed in Educational Sessions under General Sessions Programs and Leadership Training.
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InvestEd Inc., a 501(c)(3) non-profit corporation, produces the InvestEd conference.