Research: Beyond the Basics Sheryl Patterson Director, DC

Research: Beyond the Basics Sheryl Patterson Director, DC

Research: Beyond the Basics Sheryl Patterson Director, DC Chapter BI [email protected]

[email protected] Disclaimer The information in this presentation is for educational purposes only and is not

intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvesting National Association of Investors Corporation (BI) or the National Investors Association, its volunteer advisory board (NIA). The

views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvesting or NIA. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any BetterInvesting programs, events and/ or educational sessions in which they participate. Any violation is strictly

prohibited and should be reported to the President of BetterInvesting or the Manager of Volunteer Relations. 2 Why do Research?

I would like to share some sites that are beyond the basics. Sites Covered 1. Investopedia 2. FINVIZ

3. Zacks 4. Yahoo Finance and other news 5. Barrons INVESTOPEDIA

http://www.investopedia.com/ Investopedia Leading source of Financial Content on the web Financial Dictionary

News, Education, and Tools Tutorials and Videos FINVIZ http://finviz.com/

ZACKS https://www.zacks.com/ YAHOO FINANCE

https://finance.yahoo.com/ Yahoo Financial Yahoo Financial

Yahoo Financial CNET News Barrons

http://www.barrons.com/ SEC EDGAR: www.sec.gov/edgar/searchedgar/webuser s.htm

Seeking Alpha: www.seekingalpha.com Coming Events Tue Nov 8 Money Matters Book Discussion at Oakton Library, 7 8:30 pm, 10304 Lynnhaven Place, Oakton

Thur Nov 10 SSGPlus Tutorial. 8:30-9:45pm. Free. Register at www.betterinvesting.org. Wed Nov 16: Montgomery County Investment Club, Rockville Library, 21 Maryland Ave, Rockville, MD Thur Nov 17: Virginia Model Club, Dolley Madison Library, 1244 Oak Ridge Ave, McLean, 7-9 pm, Free (check WWW.MICNOVA.net for

location changes SSG CLASSES Sat Nov 12: Stock Selection Guide (SSG), 9am4pm at UVA Virginia Center, 7054 Haycock Rd, Falls Church, VA. An in-depth presentation of the BI structure & method of fundamental analysis tool . Cost $50

Sat Nov 19: (2) Software to Improve Stock Picks, 9 a.m. 12 noon. Bring your laptop. Cost $30 Sat Nov 19: (3) Improve Your Analysis Skills, Practice forming good estimates o (see note) n the 5 judgment points of the SSG. 1 p.m. 4 p.m. $30* Note: Nov 12 and 19 classes: $80 total for both days & all three sections,

or can pick & choose individual sections at prices indicated. Register online at Eventbrite (key word Betterinvesting) or at BetterInvesting.org/DCRegional or pay by check using the form on the Fall Newsletter NEXT CHAPTER WEBINAR

Chapter Webinar: Portfolio Management, Mon Dec 5: 8:30pm-9:30pm Leave your email address at Chapter event or Register at www.betterinvesting.org/dcregional,

Fee waived

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