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New Member Question - Examples of Stock Study Presentations

Frank,

That link takes you to a page for Better Investing, but no video link.

Thank you though for the effort,

Jim Manley

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Frank Wilson via bivio.com
Sent: Tuesday, July 12, 2022 4:12 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Re: New Member Question - Examples of Stock Study Presentations

Too bad I missed that.  Is there a link to a recording?

On Mon, Jul 11, 2022 at 7:33 PM Sarah Cornwell via bivio.com <user*40113200001@bivio.com> wrote:

I just attended the  Maryland and DC Regional Chapter free monthly webinar that Kevin recommended. Holy cow, I am speechless at the level of expertise from the presenters. Just incredible. I can't believe how smart the meeting was.  Wow, wow, wow.

https://www.betterinvesting.org/chapters/dc-regional/local-events/digging-into-the-bi-magazine


--

Frank Wilson
850 723-4194

Jim,

That link is to register. Since the event has expired you can't see it.

So follow my instructions in the previous email.


In this link is a link to the recordings on YouTube.

Kevin Gillogly
DC Regional Chapter

On Tue, Jul 12, 2022, 9:30 AM Jim Manley via bivio.com <user*39350800001@bivio.com> wrote:

Frank,

That link takes you to a page for Better Investing, but no video link.

Thank you though for the effort,

Jim Manley

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Frank Wilson via bivio.com
Sent: Tuesday, July 12, 2022 4:12 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Re: New Member Question - Examples of Stock Study Presentations

Too bad I missed that. Is there a link to a recording?

On Mon, Jul 11, 2022 at 7:33 PM Sarah Cornwell via bivio.com <user*40113200001@bivio.com> wrote:

I just attended the Maryland and DC Regional Chapter free monthly webinar that Kevin recommended. Holy cow, I am speechless at the level of expertise from the presenters. Just incredible. I can't believe how smart the meeting was. Wow, wow, wow.

https://www.betterinvesting.org/chapters/dc-regional/local-events/digging-into-the-bi-magazine


--

Frank Wilson
850 723-4194

Thank you Kevin!

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Kevin Gillogly via bivio.com
Sent: Tuesday, July 12, 2022 9:35 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Re: New Member Question - Examples of Stock Study Presentations

Jim,

That link is to register. Since the event has expired you can't see it. 

So follow my instructions in the previous email.

In this link is a link to the recordings on YouTube.

Kevin Gillogly

DC Regional Chapter

On Tue, Jul 12, 2022, 9:30 AM Jim Manley via bivio.com <user*39350800001@bivio.com> wrote:

Frank,

That link takes you to a page for Better Investing, but no video link.

 

Thank you though for the effort,

 

Jim Manley

 

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Frank Wilson via bivio.com
Sent: Tuesday, July 12, 2022 4:12 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Re: New Member Question - Examples of Stock Study Presentations

 

Too bad I missed that.  Is there a link to a recording?

 

On Mon, Jul 11, 2022 at 7:33 PM Sarah Cornwell via bivio.com <user*40113200001@bivio.com> wrote:

I just attended the  Maryland and DC Regional Chapter free monthly webinar that Kevin recommended. Holy cow, I am speechless at the level of expertise from the presenters. Just incredible. I can't believe how smart the meeting was.  Wow, wow, wow.

https://www.betterinvesting.org/chapters/dc-regional/local-events/digging-into-the-bi-magazine


 

--

Frank Wilson
850 723-4194

 

 

Adding my 2 cents to this thread...

Here is what my club does. We have a form from who know where, we got from who knows when. I have never found a duplicate of it anywhere on BI but we must have gotten it from a class or a conference or something. \_(&#12484;)_/ I have attached a copy of our mystical, mythical, stock report form for you all to admire :)

Now, every month we take our completed SSG and recent Valueline reports and fill out the info on the form. I like it because you can easily see a bunch of data points and, most importantly, you can easily see trends developing. Then, at the bottom we include a few headlines for news reports about the company in question.

When we report to the club we reference the stock report form and relevant news and we post everything (SSG, valueline report, stock report form, news articles) to our club page on Bivio.

My goal is that we can present a report to the club in about 2 minutes each. The biggest problem our club faces is that presentations of stocks gets b..o..r..i..n..g... *snore* So we try our best to get to the point and move on.

A new procedure we have been trying for the past few months is that we divided our portfolio up on the earnings calendar. We talk about the stocks that have just announced their quarterly earnings and have updated guidance, etc. This way we cover the companies that have updated relevant news and only have to cover a few stocks vs. the entire portfolio. So far this has been working well for us.

Of course, if there is a company with news or changes to the SSG that we need to talk about we will regardless of whether it is on the schedule.

I like the first cut template, especially for new stocks etc. But I want a quick and concise method of analysis for monthly/quarterly updates. I suppose you can just update the FC with the latest data every time. Has anyone done this? How has that been working out?

I really like that word doc that Virginia posted on the stock monitoring guidelines. I'm going to try to incorporate some of that into my own practices. Virginia, do you have a copy of the BINC handout from Suzi Artzberger that you referenced at the bottom of the page? I tried to click on it but got an 'access denied' message.

I'm going to check out the various youtube recordings that were mentioned. Sounds like there is a lot of good info in these.

I hope this is helpful and I would love feedback from y'all to see what everyone else does.
Thank you for all the replies. I have a follow-up question - with all the great websites all there that track stocks and any news around them, is anything option just to share the link of the stock in question? For example, if I was recommending Delta Airlines to the group, sharing this page - https://finance.yahoo.com/quote/DAL/
I heven't chipped in my 2 cents for a while, so I'll do it here:

Of course, simply sharing links to websites is an option.  That would mean that every (engaged) member of your club has to pull up the site, read and digest the information, including the nuggets often found in commentary in the sites, along with the charts, graphs, and tables.  Every (engaged) member would have to do that, for each of your club's holdings.  

On the other hand, if one or two members is assigned to analyze one security from your holdings, and then share what they've found with the other members, I believe this is a much more efficient way of keeping up with things.  By settling on common methods and tools, members become familiar with the club's analysis process, and hence began to speak a common language, with an opportunity to deepen their understanding.

--Dan W.

On Tuesday, July 19, 2022 at 11:18:43 AM CDT, Sarah Cornwell via bivio.com <user*40113200001@bivio.com> wrote:


Thank you for all the replies. I have a follow-up question - with all the great websites all there that track stocks and any news around them, is anything option just to share the link of the stock in question?  For example, if I was recommending Delta Airlines to the group, sharing this page - https://finance.yahoo.com/quote/DAL/
Dan,

So well said! Can I quote you at our first meeting??

Sarah
Beware of free advice...I'll charge you a fee, just to avoid suspicion!

You certainly can...good luck!


On Tuesday, July 19, 2022 at 11:42:10 AM CDT, Sarah Cornwell via bivio.com <user*40113200001@bivio.com> wrote:


Dan,

So well said! Can I quote you at our first meeting??

Sarah

Adding our approach to this thread...

Every holding we own has an assigned "Champion" who is responsible for monitoring that stock, raising up any material changes in the company and keeping the club up to speed on the performance and outlook. If questions arise about that stock, we defer to the assigned Champion to provide insight and details. Each club member is Champion on 1 or 2 stocks (typically ones they may have originally proposed or an industry that the individual has expertise in).

Completing the work assignments - our 20 members are divided into 4 teams. At monthly meetings, a rotating team will present - summary of their Championed stocks, insights from the market and recommendations on where new funds should be invested.

As Dan notes, this helps us to divvy up the work of looking after our portfolio. At most, club members are keeping watch on a few stocks and presenting with their teammates 3 times per year.

Michael Boyd, Treasurer

Salt Pond Investment Club

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Daniel Williams via bivio.com
Sent: Tuesday, July 19, 2022 12:38 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Re: New Member Question - Examples of Stock Study Presentations

I heven't chipped in my 2 cents for a while, so I'll do it here:

Of course, simply sharing links to websites is an option.  That would mean that every (engaged) member of your club has to pull up the site, read and digest the information, including the nuggets often found in commentary in the sites, along with the charts, graphs, and tables.  Every (engaged) member would have to do that, for each of your club's holdings.  

On the other hand, if one or two members is assigned to analyze one security from your holdings, and then share what they've found with the other members, I believe this is a much more efficient way of keeping up with things.  By settling on common methods and tools, members become familiar with the club's analysis process, and hence began to speak a common language, with an opportunity to deepen their understanding.

--Dan W.

On Tuesday, July 19, 2022 at 11:18:43 AM CDT, Sarah Cornwell via bivio.com <user*40113200001@bivio.com> wrote:

Thank you for all the replies. I have a follow-up question - with all the great websites all there that track stocks and any news around them, is anything option just to share the link of the stock in question?  For example, if I was recommending Delta Airlines to the group, sharing this page - https://finance.yahoo.com/quote/DAL/

Michael

Thank you for all this detail. I'm grateful to all of this knowledge. One question -
do you automatically invest the same amount in all four presentations or
vote on splitting the funds available in different amounts or
vote and invest in only one

Sarah