EDUCATION ASSIGNMENT CALENDAR
December 2005 December "Holiday" meeting consisted of stock related games. Lynn
handed out a list of education topics. Please review and send your
selections to Mike.
November 2005 None. Ideas for education: We discussed having an educational training
every 3rd month; doing a joint SSG (BI Stock to Study) every 3rd month,
and doing an in-depth review of one of our holdings or watch list stocks
every 3rd month. Everyone seemed to like that.
October 2005 None
September 2005 No Meeting
August 2005 Sheryl reviewed Chapter 7 of The Five Rules for Successful Investing.
"Management" Reviewing how to screen the Proxy statement. Also the
group compared individual SSG's for UNH.
July 2005 Sheryl emailed everyone during the month to do an SSG on Staples.We
compared everyone's judgements. We did not have time to review chapter 6
on The Five Rules for Successful Investing.
June 2005 Sheryl sent a copy of MDT’s conference call to all members during the
month. We all reviewed how to read and interpret the call.
May 2005 Sheryl handed out copies of chapter 6 from "The Five Rules for Successful
Investing" for everyone to read and be prepared to discuss next meeting.
April 2005 This time segment was used to discuss how to refine of stock presentations
and portfolio process.
March 2005 a. Every stock watcher’s current SSG was compared with the PERT report.
b. Procedures for updating SSGs and PERTs were reviewed.
c. SSGs worthy of being on the Master List were presented; Chico’s,
Lowes, and Starbucks ( Lynn), Inv. Financial, Brown & Brown, Commerce
Bank, and Winthrop Financial (Sheryl), Biomet and Walgreens (Marion);
Caci Consulting and Kronos Materials (Craig), were found worthy.
February 2005 Sheryl reviewed our reading assignment on " Economic Moats". Highlighted
points that should challenge us to pick stocks. Lynn and Sheryl had
everyone summarize the top three industries in each assigned sector. Lynn,
Sheryl and Mike will screen the stocks in these sectors for the best possible
ones to study at next meeting. Each member should also scan their top
three industries, and select stocks we should consider reviewing.
January 2005 Sheryl introduced a reading assignment on "Ecomonic Moats‖ from The
Five Rules for Successful Stock Investing by Pat Dorsey. She briefly
summarized the chapter and advised that we should read this chapter
before doing our sector analysis sheets. Lynn and Sheryl handed out an S
& P Portfolio Diversification Table, with all the club holdings, broken down
into sectors, percentages, and caps. We will assign a sector to each
member. Each member will fill out the worksheet on his assigned sector
and find the best industries in each. Instructions are on the handout. This
will help us figure out our weak areas and help us diversify in the best
industries. In February we will review the industries chosen, and determine
which ones we would like to pursue. In March we will discuss how to
proceed with choosing stocks, separately or as a group.
December 2004 Sheryl led a discussion on "Banks of Beginners", with an example on
Commerce Bank which we are to review at the next meeting.
November 2004 Sheryl lead a discussion on Nokia, with all doing SSG's and comparing all
results and why we selected them. A new handout " Banks for Beginners"
was given to everyone to read for next meeting.
October 2004 Sheryl lead a discussion on Quest Diagnostics, with all doing SSG's and
comparing all results and why we selected them.
September 2004 Sheryl lead a discussion on Sunrise Senior Living, with all doing SSG's and
comparing all results and why we selected them.
August 2004 None
July 2004 Cheryl 's education topic this month was "Listening to Cenference Calls".
She reviewed and handed out a 14 point check list on how to listen and
benefit from conference calls. Also listed were useful web sites.
June 2004 Cheryl's education topic this month was ETF's Exchange Traded Funds.
She reviewed what she learned and handed out sheets with further
information for follow-up information.
May 2004 Lynn presented her presentation at the NAIC fair to club members on
―Visual Analysis for not so Newbie‖
April 2004 Cheryl handed out a list of web sites for education tools, industry study,
company research, screening, judgements, stock study and interesting
miscellaneous. She called up a few of the sites and pointed out highlights
that she found interesting. A very well done and useful presentation.
March 2004 Lynn and Cheryl passed out a article on ―Working with NAIC Software‖ to
read and review.
February 2004 No program due to annual meeting
January 2004 Yankee Candle, the January Stock to Study, was reviewed. No interest
was shown for this Stock. Lynn passed out the Toolkit Criteria for SSG
Judgments to those absent last month.
December 2003 Lynn passed out the Toolkit Criteria to help us with SSG Judgments.
Costco, the December Stock to Study, was reviewed. It was decided that it
was not a viable purchase. Everyone to complete the SSG on Yankee
Candle, the January Stock to Study.
November 2003 The Orthofix SSG, the November BI stock to study, was reviewed. No
interest was found for this stock.
October 2003 Tim presented a short education segment on using Pert A, which was found
on the BITS September 2003 issue. Cardinal Health was used as an
example. Lynn did a review of
Factset Research using the Joe Smith’s 4 strike Strategy.
September 2003 Each stock watcher printed out the annual letter to shareholders and
summarized what they plan to accomplish in the next year. These should be
kept in the stock watchers binder and reviewed to see how our companies
have accomplished their goals.
August 2003 None
July 2003 Discussed direction of the education program
June 2003 The Cash Flow Statement was presented by John using the LOWE’s
Annual Report for his examples. He recommended
www.investorwords.com for additional information.
May 2003 Chris led the discussion on the Diversified Financial Services Industry. The
Team Leaders’ Choices were then discussed. Members chose the
companies they wish to study.
April 2003 An Industry Discussion followed. Four industry sectors were chosen from a
field of team as most important. Financial Services diversified will be the
first industry study. Lynn and Chris will be the first Team Leaders. Lynn will
upload the information on the website in the next few days. Members will
review the information before the May meeting and be ready for the
March 2003 Lynn presented ―The Income Statement‖. The Balance Sheet and The
Cash Flow Statement are the next two topics. Lynn then compared FactSet
to Mentor’s consolidated statements of income.
February 2003 No program due to annual meeting
January 2003 We used this segment to Discuss of proposals and form committees for the
December 2002 None
November 2002 We used the education segment to finish up our industry study on Retail
Stores. We compared all companies on the Stock Comparison Guide, as
well as a chart covering a dozen Value Line values. While Kohl’s won all the
fundamentals, hands down, the club felt more comfortable with Wal-Mart,
due to its size, influence and stability. We voted 9-0 to purchase an initial
stake of $500, including trading costs.
October 2002 We discussed the retail industry and what we learned from our Internet
sleuthing. Then we reviewed a Power Point presentation on the stocks in
the Retail Store universe. There were 8 good ones. The group decided to
study all 8 stocks, following the format provided in the November
September 2002 a) Lynn reviewed, and discussion ensued, on our homework assignment
introducing the PERT.
b) Handout of Retail Industry Study – Part One was discussed. Each
member is assigned to part one for next month. The handout is on our
web site under Communications|Files|Retail Store Study.
August 2002 Lynn gave a Power Point presentation introducing us to Portfolio
Management—starting with an overview of the Pert reports. A Portfolio
Management Workshop was handed out as an assignment, and everyone
is suppose to download the SSGs for our holdings from the Bivio file,
update the prices and companies (as learned last month), and bring our
own Pert to the next meeting.
July 2002 Lynn gave Power Point presentation on how to update companies with the
use of Toolkit. The presentation can be found on our website.
June, 2002 None
May 2002 Lynn presented a Power Point presentation on how to pre-qualify stocks
before doing an in-depth study. The presentation is on the website.
April 2002 No time for program
March 2002 Lynn passed out information on Value Line’s new Sector Analysis and
Research Guidelines. We also reviewed Leggatt and Platt and decided to
throw away any information we had on it.
February 2002 Lynn presented a Power Point Presentation and handout on The SSG -
Sections 3, 4, & 5. Copies will be emailed to those absent (and anyone
who requests them), and placed on the website. Next month’s presentation
will be on researching companies and doing stock reports.
January 2002 Lynn presented a Power Point presentation called SSG - Part 1 & 2; And,
we completed an SSG together (Concord EFS) on the PC Converter--just
for the practice.
December 2001 Discussed last month’s program and told to think about industries that are
going forward so that we can compare companies within that industry.
November 2001 Lynn presented an education segment on What are Quality Companies and
Where to Find Them.
October 2001 First meeting!