The Bear Necessities Issue
29 April 2014
Tips for Charging Ahead
Free Webinar: Worried About Coping in a Bear Market?
ICLUBcentral's own Doug Gerlach joined a lineup of investing experts for a free webinar discussing "Stocks and Funds for Those Worried a Bear Market Is About to Begin." Participants included Mark Hulbert, editor of The Hulbert Financial Digest, as well as investing newsletter editors Roger Conrad and Stephen McKee. Living with the ups and downs of the market is an essential part of investing, but these experts will share wise strategies for coping in case the market retreats and some of the biggest mistakes to avoid. Log on to watch it on demand through May 15. Click here for more information about eMoneyShow presentations.
Beginning Thursday, April 24, Doug and a team from BetterInvesting also began offering a series of free live webcasts as part of the Stocks, Options & ETFs eMoneyShow. Featuring over 40 live presentations, the eMoneyShow provides expert stock, options and ETF investing advice; recommendations; and education on proven strategies. Attendees also have the opportunity to browse over 45 virtual exhibits at which they can download software, tools, white papers, annual reports, free offers and videos from investment products and services companies.
On April 24, Dennis Genord and Adam Ritt conducted a Stock Check at a Glance session to demonstrate how quickly investors can apply BetterInvesting's fundamental stock selection approach to identify quality companies with the potential for promising returns.
From 12 p.m. to 12:30 p.m. on May 1, Kamie Zaracki and Dennis will offer Stock Check In-Depth, which will take a deeper dive into the analysis of a single company using BetterInvesting's approach. Doug and Adam will present another Stock Check In-Depth from 12 p.m. to 12:30 p.m. on May 8.
For the Love of MoneyShow
Gerlach to Discuss Small-Caps, Fundamental Investing
at The MoneyShow Las Vegas
If the eMoneyShow isn't enough Doug for you, he'll join a powerful lineup of speakers at The MoneyShow May 12-15 in Las Vegas.
This event, which pulls in big names such as Steve Forbes, Peter Schiff, Sam Stovall and Ken Fisher, has more than 200 free workshops and training events. Go here for free registration.
On May 13 Doug will discuss A Structured Approach to Fundamental Stock Analysis followed on May 14 by "Finding Value in Small-Cap Growth Stocks." He'll be joined by BetterInvesting's Dennis Genord, who will lead two sessions on fundamental stock analysis on May 12 and May 15.
Click here for more information about The MoneyShow.
BINC Makes Final Approach to Chicago
Annual Event Features Author John Wasik, Morningstar's Josh Peters
Excitement is building for the 63rd annual BetterInvesting National Convention (BINC) in Chicago slated for March 15-18. This four-day event at the Chicago Marriott O'Hare Hotel brings investors from all regions together for an agenda packed with workshops, seminars and hands-on learning opportunities. With networking opportunities throughout the event, this is the place to be to improve your investing skills and get insights on fine-tuning your portfolio's performance.
Choose from more than 50 classes and workshops, with sessions running from Thursday through Sunday morning. Listen to renowned investing pros provide the latest on global investing trends, and meet with corporate representatives to find out more about companies you may want to add to your portfolio.
Featured speakers include Josh Peters,, CFA, an equity strategies who is editor of the Morningstar DividendInvestor, and John Wasik, award-winning author of 14 books, including "Keynes' Way to Wealth," offering lessons we can apply to today's market from one one of the world's greatest economists.
Choose from a variety of registration options, including a full meals package and be sure to attend the Friday evening BINC@Nite get-together.
Click here to register now!
Do You Have Bragging Rights, or Should Your Strategy Be Benched?
MyStockPortfolio, myICLUB Can Help You Benchmark Returns
You've established a solid investment strategy and you're sticking to it. But how is it working? Measuring investment success is an important part of the overall discipline. ICLUBcentral's Doug Gerlach in the March Lunchtime Learning webinar explaining the importance of taking the time at least once a year to review your portfolio's performance to see how things are actually working. "The only way to really know if your strategy is working is to take an objective look at how your collection of stocks is performing," Gerlach says. As he describes in this archived webinar, clubs may use myICLUB.com to get a benchmark analysis of portfolio performance; individuals can use MyStockPortfolio.com.
Among the considerations when measuring your investment success is understanding the "simple return" concept, or the actual percentage change in an investment's value, aka the "cumulative return." Be aware, this measure is sometimes used by stock promoters to tour outlandish stock performance, because with no time value applied, it doesn't actually tell you much about the true performance of the security, Gerlach notes. Therefore, using "total return" is a better approach to measuring investment success because it shows the actual rate of return of the investment over time, with price appreciation and (usually) dividends. "Compound annual return" is another way of looking at how stocks have performed, but it poses some challenges, which Gerlach outlines. Click here to learn more in this archived Lunchtime Learning webinar.
TODAY'S ENTIRELY RELEVANT QUOTATION
"If the best reason to buy a stock is that everyone else is buying it and ‘this time it's different,' do not buy the stock"
— David Wendell Associates fourth-quarter 2013 newsletter