InvestEd 2012: Curriculum
January 2012 Webinar: Stop Loss Orders: Helpful or Harmful?
Company Websites: The Beginning of the Story
Buying Electronics with No Regrets
Charlotte NC June 8-10, 2012
Renaissance Charlotte Suites Hotel
Curriculum, Curriculum, Curriculum
The InvestEd comprehensive curriculum has over 50 sessions geared to every level of investing expertise: beginner, intermediate, advanced, and investor education leaders. 25 sessions are new. Topics include stock study analysis, sell decisions, financial report analysis, software, technical analysis, and much more.
Attendees consistently praise the expertise and teaching skills of InvestEd's nationally renowned instructors and their presentations. In addition, these instructors are available outside the session rooms to answer your questions, discuss stock study candidates, and personally tutor you.
The highly-rated Newbie Program trains new investors and also serves as a refresher course to build confidence where needed. The Friday Bonus sessions includes techniques that encourage attendees to sharpen their computer skills.
New InvestEd 2012 General Sessions Samples
How to Use Cash Flow Statements, Bart Womack
My Favorite Indicators and Chart Patterns, Saul Seinberg
Investing Lessons from Five Decades, Phil Keating
Tips for Option Selling, Mary Ann Davis
So Many Stocks – So Little Time: Shopping for Stocks to Study, Lynn Ostrem
Helping Children Catch the Investing Bug, Brian White
New InvestEd 2012 Friday Bonus Sessions Samples
Getting Things Done with Gmail, Daniel Rivera
Get in the Cloud, Doug Gerlach
Golly G+: What's Google Plus All About, Brian Altschul
Early Bird Registration Rate Ends March 31, 2012
Early Bird registration is $389. Registration received after March 31 is $409. Full-time students with a valid school identification card pay $359.
You must register by March 31, 2012, to receive paper copies of session handouts. All attendees receive a CD of the handouts.
Register now and save!
InvestEd Inc. Free Webinar
Stop Loss Orders: Helpful or Harmful?
Sunday, January 22, 2012
8:00 PM-9:00 PM ET / 5:00 PM-6:00 PM PT
Instructor: Saul Seinberg
Stop loss orders can be of significant benefit and great comfort to investors when bad news hits unexpectedly. In addition, they assist in protecting profits and preventing losses when an investor does not have access to a broker or computer. Learn to enhance your comfort level and sleep better at night by increasing your knowledge about stop loss orders, their value, and the reasons their use may or may not be appropriate for your situation.
Saul Seinberg is an InvestEd instructor, presents InvestEd Inc. free online investor education webinars, and is an advisory director of the corporation. He is vice president of the online CGAB Alumni Investment Club. With degrees in electrical engineering and law, Saul spent most of his career as a corporate attorney.
Register now to attend this online investor education session. Space is limited.
Company Websites: The Beginning of the Story
You’ve completed your Stock Selection Guide (SSG) and the company is in the buy range. Now you’re done? No! The stock study is only the middle part of the story. Now it is time to research what may be troubling you. Is debt too high? How is the company's cash flow? The SSG and follow-up sleuthing are the middle and the end of a stock analysis. What about the beginning research?
For me, the initial study always starts with a visit to the company's website. I want answers to a variety of questions. What kind of web presence does the company have? What are they trying to convey to their audience on the website? And most importantly, are they encouraging individual investors to scrutinize the company?
When I visit the PepsiCo (PEP) website, I see that they want me to know they are environmentally conscious. They tell me about the programs they have to provide harvesting machines where there is a need, dig wells in third world countries, and participate in initiatives for "going green." Does this information make us more, or less, interested in investing in the company?
Perhaps it depends on your personal interest in green initiatives. Knowing that the primary products of PepsiCo are snack foods and sodas, what are they really trying to tell us? Do their social programs tell me something that will ultimately help sales and grow the bottom line?
At the Grainger (GWW) website, I initially have trouble finding the Investor Relations (IR) link. I locate the link at the bottom of the page in the Company Information column. Grainger, a retail supplier, uses their website for selling products. Perhaps we should excuse Grainger for not making IR more prevalent on the page? That could explain why the link is not in a more prominent location, or perhaps individual investors are not a primary focus of the company's website.
The Ecolab (ECL) website has a prominent Investors link in a light gray font at the top of the page. Clicking the link brings you to a wealth of information that includes all of their financial filings, annual reports for the last several years, and conference calls to watch or hear. The left sidebar section has an Investment Calculator, Investor FAQs (Frequently Asked Questions), and many other links to help you explore the company. Ecolab is clearly conveying that individual investors are important to them.
Company websites are a must-do destination when you are researching a company as a possible investment. I recommend you always go there first and find out what they want to tell you. You'll get a sense of the company's priorities, and you may discover useful insights, loads of data, and a gem for your portfolio. If you’ve completed an SSG and haven’t yet visited the company’s website, do it now!
Brian Altschul is an InvestEd director, instructor, and provides technical support at the conference. He served as chair of InvestEd’s inaugural conference in 2007 and helped develop the 2008 Leadership Training Program. Brian was a founding member and former president of an investment club, and he was a former member of the online CGAB Alumni Investment Club. He has been a director of the New Jersey Better Investing (BI) Chapter since 2000. Professionally, with a BS in mathematics and an MBA in computer systems, he manages a large computer systems department.
Buy Electronics With No Regrets
By Judith Russ Leon
Decide.com shows you the best online and local prices on electronics, predicts whether prices will go up or down in the near future and whether a newer, better product will be released soon. Decide.com is like using a crystal ball to shop for TVs, laptops, cameras, phones, tablets, and more.
Type in the name of a product - Lenovo ThinkVision Monitor - for instance. The website pulls prices from around the Web, and displays a Buy or Wait decision. In the ThinkVision case, it shows that the lowest price for a 23" screen is $178 although the model is 23 months old. The verdict: "Wait newer model available."
Follow the link to the new model that is five months old, sells for $209, and is rated "Buy before prices rise." Decide is 91% confident that prices for this product will rise or hold steady. In this case, you'll see prices including taxes and/or shipping at seven stores. If you aren't ready to buy now, set a Facebook or email alert to receive future updates.
Decide.com offers a free app for iPhone and iPod touch owners providing users with the power of the website's predictions in the store and on-the-fly.
Here's how Decide works. "Decide is all about leveraging data and technology, not marketing ploys, to help shoppers. We use our patent-pending machine learning and text mining algorithms on billions of price points across millions of products, blog posts, and articles on the web to enable shoppers to make the best buying decision possible." Decide.com makes money by providing leads to retailers for consumers who obviously are primed to buy.
Review your must have gadget wish list and plan to use your holiday gift cards and money when Decide gives you the Buy signal. Decide.com indicates it will expand its service to cars and other products.
Judith Russ Leon is an InvestEd director and the lead editor and writer. She previously taught classes and mentored numerous clubs, and she received the first Kenfield-Burris Award for service to the online investing community. She is a founding member and past secretary of the online CGAB Alumni Investment Club. Judith formerly worked and taught in medical diagnostic and research laboratories. She enjoys a variety of music, theater, film, dance, and reading material.
Questions? Contact InvestEd
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InvestEd 2012 conference