InvestEd 2011 in San Diego

October 2010 Webinar: Evaluating Management: Dissecting Pre-Tax Profit

Looking Back at Stock Sales

Laptop Computers for Sale

InvestEd 2011 in San Diego CA

May 13-15, 2011

Marriott Mission Valley Hotel

The InvestEd team is working on what will be a fabulous conference. Here are a few of the new session titles and instructors:

The Whys of a Stock Study – Brian Altschul

Lighting Your Investment Path with Candlesticks – Saul Seinberg

Investing for Income (Other than Bonds) – Don Cassidy

Option Selling Strategies – Mary Ann Davis

We heard your requests for additional exposure to the veteran investors. The “Stock Up – Veterans Share Their Secrets” panel will be extended to two 70 minute sessions.

Expect to see a November newsletter announcement about the full session schedule and descriptions.

Building Better Futures at InvestEd 2011

Listen. Question. Collaborate. Decide. Act.

Ask questions, collaborate, and receive advice in the immediacy of face-to-face sessions and interactions with instructors, attendees, corporate sponsors, and computer lab personnel, as well as in the fun-filled educational Cyber Cafe.

"My first InvestEd was Baltimore in 2010. The classes were great, and the presenters did an excellent job. It was hard to decide which class to attend. Everyone was so helpful and friendly. I'll be back!"     - Kitty H., Willoughby, OH

Early Registration Savings, $25 Rebate Offer, and Guest Room Discount

Early InvestEd 2011 registration is $369 and includes all conference activities, including five meals: breakfast and lunch on Saturday and Sunday plus dinner on Saturday. Full-time students with a valid school identification card pay $359.

Attend InvestEd 2011 and receive a $25 referral rebate when you bring friends or family members who did not attend InvestEd 2010. Referrals must provide your name when they register. After the 2011 conference, you will receive a $25 rebate for each person you refer who attends the conference. Spread the word about the InvestEd brand of quality investor education, please your friends, and rack up your rebates.

InvestEd attendees pay only $115 plus tax for a single or double room in the InvestEd room block at the Marriott Mission Valley Hotel. A limited number of rooms are available.

Recharge your investing resolve and expand your skills in San Diego. Make your registration reservation early and meet-up with other investors at InvestEd 2011 for Investor Education at Its Best™.

InvestEd Inc. Free Webinar

Evaluating Management: Dissecting Pre-Tax Profit

Sunday, October 24, 2010, 9 PM -10:15 PM EDT/6 PM -7:15 PM PDT

Instructor: John Diercks

Topics: Company management; sales and earnings

Register Free Now Space is limited.

John Diercks demonstrates how to recognize developing problems in pre-tax profit margins. The presentation explores two key focus areas: Does company management perform in the best interests of shareholders? What is the relationship of sales and expenses to the pre-tax profit (PTP) margin?

John Diercks, an InvestEd instructor, teaches a variety of financial classes at local, regional, and national investor education events. John is a director for the Central Pennsylvania Chapter and the treasurer of two investment clubs. Before retiring, John spent 26 years in the Air Force and 16 years as an instructor of meteorology at The Pennsylvania State University. He has advanced degrees in meteorology.

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Looking Back at Stock Sales

By Saul Seinberg

Studying stock sales is the best way I know to improve and streamline our selling methodology. As painful as selling a loser or bidding adios to a long-time favorite might be, the opportunity to collect, consolidate, and apply selling experiences for future sale considerations should not be missed or ignored.

Recently my investment club sold Strayer Education (STRA), a longtime favorite of the growth-and-hold school of investors. In this instance, the sale was prompted by unknown repercussions concerning the future effects of a government investigation into the for-profit higher education industry, not by a change for the worse in fundamentals. Uncertainty sparked a significant selloff in STRA and several similar stocks.

My point does not relate to the techniques and rules for selling or whether the sale of STRA was justified by a drop of almost 50 percent in its share price or a potential change in its fundamentals. Rather, it pertains to a focus on sale situations as a learning tool to use for future stock sales. A fair percentage of investors keep records and copies of their original “buy” stock studies. However, very few do the same for their “sale” stock studies. This is a mistake!

Admittedly, selling is a more difficult task for investors than buying. Further, the educational materials we use and live by to guide our stock market activities are predominantly in favor of buying rules and techniques, much more so than they are for the selling side of investing.

We need to overcome this educational vacuum on selling by building a personal and club inventory of selling tips and tricks that will inure to our future benefit. This inventory starts with tracking the fate of stocks sold to see if the sale was correct, based on the underlying information and conclusions that prompted a sale.

If we fail to track and then apply what we learned or could have learned from selling experiences, every stock sale we make, or our club makes in the future, becomes an independent and inefficient from-scratch effort that ignores lessons learned from other sale situations.

Ask yourself this question: what is my club’s or my own personal criteria for studying the possible sale of a portfolio holding? If you don’t have a detailed process or even a decent outline of criteria for the sale process, you need to get started right away on building a “sell techniques” knowledge base. Good luck!

Saul Seinberg is an InvestEd instructor and vice-president of education for InvestEd Inc.

Related Link: Probe Finds Fraud, Deception at For-Profit Colleges

Caveat: Neither the author nor InvestEd Inc. makes buy or sell recommendations. Research and evaluate holdings within the context of your portfolio.

Free Book Exchange Club

Save money, go green, and satisfy your appetite for reading matter.

Trade good condition paperback, hardcover, and audio books for free in a virtual store stocked with almost five million volumes. Choose from fiction, mysteries, cooking, health, and science fiction, as well as from children’s books and numerous other categories. The stock investing category alone currently has 1,307 titles. Mutual fund investing adds 314 titles.

Set up a free book club account, post ten books you are willing to swap, and immediately receive two free credits. A book costs one credit, and audio books cost two credits. When another club member requests a book you listed, you mail the book. When the recipient reports the package has been delivered, you receive one credit (two credits for an audio book).

The PaperBackSwap (PBS) member offering the book pays low cost media-rate postage. The recipient pays nada. Good deal! PBS even provides a wrapper with the mailing address. Print the wrapper, wrap the book, add postage, and mail it. 

The books you receive belong to you. Keep them, give them away, or post them back on PBS for other readers to request.

Ready for a New Computer?

InvestEd has a few remaining Dell laptop computers for sale. For our conferences, we purchase a significant number of computers to use in the computer lab and for instructors in our session rooms. At the conclusion of the conference, we sell these computers at our cost, plus shipping.

The 2010 cost is $610 plus $30 shipping. View our original notification regarding the specifications for these Dell Inspiron 1545 computers on the InvestEd 2010 website. Treat yourself to a new computer with a 250GB hard drive and 3GB of RAM. A fully-licensed version of Office 2010 Home & Student software is installed.

Questions? Contact InvestEd

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