AAII Baltimore Investment Education Chapter

Please RSVP for the Saturday, May 5, 2018 meeting:
PLEASE NOTE THIS MEETING IS ON THE FIRST SATURDAY OF THE MONTH
 Your prompt response would be most appreciated.

DATE:
 Saturday, May 5, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

Brooklyn Park Library Branch
 1 East 11th Avenue
 Baltimore, MD 21225 
 (driving directions:  www.aacpl.net/branch_info/bpk.htm )

PRESENTATION TOPIC--  Investing at the Intersect of Value, Momentum and Quality

PRESENTATION OVERVIEW: 
 As investors, we want stocks with more potential upside than downside. AAII Journal editor Charles Rotblut unveils the VMQ Stocks strategy for finding such stocks. The strategy combines three key characteristics associated with higher returns. He’ll explain the logic behind it, including the academic research and the changes in the investment industry that helped lead to this new approach. Plus, you’ll get to see the current list passing the VMQ screen as well as exchange-traded funds (ETFs) that follow similar types of strategies.

ATTEND THIS MEETING TO LEARN: 
1. The useful guidelines academic theory and the financial industry offer
2. How value and momentum can be used to beat the market
3. Five criteria to judge a stock’s underlying quality

SPEAKERS / SPEAKERS' BIOGRAPHY:
 Charles Rotblut
Vice President and Financial Analyst, AAII; Editor, AAII Journal

Charles Rotblut

Speaker Biography:
Charles Rotblut is a vice president and financial analyst at AAII. He is the editor of the AAII Journal, created VMQ Stocks, co-created AAII Dividend Investing, helps to manage the Stock Superstars Report portfolio and authors the weekly AAII Investor Update email. Rotblut regularly speaks to the media, including CNBC, Kiplinger’s and Money. He is also a regular guest on MoneyLife with Chuck Jaffe and a Wall Street Journal expert panelist. His book, “Better Good than Lucky: How Savvy Investors Create Fortune With the Risk-Reward Ratio,” was published in November 2010. Rotblut holds the Chartered Financial Analyst designation and has analyzed both publicly traded and privately held companies. He has worked for Zacks Investment Research, Investools, Curian Capital and McClure and Schumacher & Associates.

Charge/Fee: 
 $7 per person and per guest with pre-registration after May 2nd
$10 per person at-the-door if you are not pre-registered




Please list the names of GUESTS that will be attending the meeting with you:

Please indicate any ADA disability needs (72 hours notice required to allow us to fulfill requests)


RSVP RESPONSE

Yes I will be attending the Saturday, May 5 meeting.

No I can not attend the meeting.




Copyright 2018 Michael B. Herr. All rights reserved.

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