| Mission Statement | Packets | Welcome Packet | Partner Packet |
Centre Region Model Investment Club of the Central
PA Chapter of BetterInvesting
The Centre Region Model Investment Club (CRMIC) meets on the second Monday of each month
(See Meeting Schedule
). The meetings are held
at South Hills School of Business and Technology at
CRMIC is comprised of individuals who come together for monthly meetings to learn and practice sound investing principles. The meetings are open to anyone who wants to learn more about investing, observe an interactive educational model investment club, analyze companies, and manage a stock portfolio. For more information about the Club's purpose, see CRMIC’s mission statement.
A February 2011 article in the Centre Daily Times provides more background and information on the club.
The Club follows and practices the BetterInvesting (BI) philosophy of investing. Information about BetterInvesting is available at http://www.BetterInvesting.org.
CRMIC is sponsored by the Central PA Chapter of BetterInvesting. Click here to review the chapter's latest newsletter.
A Welcome Letter from the President of CRMIC explaining what is expected from a partner can be downloaded here.
Click here for the History and Purpose of CRMIC and for Information about Joining CRMIC.
A guest is eligible to apply for membership into CRMIC after visiting the club for two meetings. Before applying for membership, read "Things to Do before Joining the Centre Region model Investment Club (CRMIC)"
For more information about CRMIC, you may contact a representative at cr20mic@aol.com or phone 814-234-8775.
Another website of interest is http://www.iclub.com. ICLUB develops software used by many investment clubs.Stock to Study: A stock is chosen for study at each monthly CRMIC
meeting. A club member analyzes the
stock in depth and presents his/her research at the meeting usually as a
PowerPoint presentation. A Stock
Study Form using BetterInvesting software is also included as
part of the stock analysis. (An
indepth description of the Stock Study Form is presented in the Partner Packet. ) Intel Corporation was the stock to study for January 2012. The
PowerPoint presentation, Stock Study Form (PDF document), and
financial ratios (PDF document) for Intel can be downloaded here.
Ford was the stock to study for November 2011, and Illinois Tool Works was the stock to study for December 2011.
The February 2012 Stock to Study is Kohl's Corporation. The 2010 Annual Report for Kohl's is available here as a PDF document.
Click here for a link to Kohl's investor relations page.
Future Investment Webinars
These introductory classes are open to
BetterInvesting members and non-members, so be sure to pass this information on to friends, colleagues or
family members who might be interested in learning about investing.
Future Investment Education Event Saturday, May 19, 2012, 9:00 am - 12 noon Cost:
$30 Pre-registration
is required. You can register by contacting John Diercks at 814-234-8775, jwdiercks@aol.com or by mail
to Central
PA Chapter NAIC 1017 Crabapple Drive State College,
PA 16801 Please
include your email address and home address / phone number. Stock screening is a powerful tool to help
investors find companies worthy of further study. Stock Prospector enables investors to search
through the OPS database for companies that meet pre-selected criteria such as: sales growth
history, earnings growth history, projected sales growth, projected earnings growth, S&P rating,
debt/equity ratio, ROE rating, and many more. It is important to understand that screening is
only a starting point which must be followed by solid analysis of the companies discovered.
In this class, you will learn how to use Stock Prospector to eliminate companies from consideration
that do not satisfy your minimum requirements. This will save many hours of time that would
otherwise be wasted researching sub-par companies.
Future Investment Workshop Treasurer's Training Class (Sponsored
by the Central PA Chapter of BI)
200 ATEC Building, Central Penn College, Summerdale, PA
Saturday, January 21, 2012, 9:00 am - 12 noon
Room 200, ATEC Building, Central Penn College, Summerdale, PA
Cost:
$30
Pre-registration
is required. You can register by contacting John Diercks at 814-234-8775, jwdiercks@aol.com or mail
a check to
Central
PA Chapter NAIC
1017 Crabapple Drive
State College,
PA 16801
Please
include your email address and home address / phone number.
This three-hour interactive session will teach
attendees how to be an effective treasurer for an investment club. We will review: treasurer duties,
accounting systems, bank/broker relationships, record keeping, withdrawals, annual events including audit,
year-end closing, IRS and PA State tax reporting, help resources, and transaction demonstrations.
If time permits, we will demonstrate stock splits, reverse splits, ex-dividend dates, and correcting entries.
Future Investment Webinar
Wednesday, February 22, 2012, 7:30 pm - 9:00 pm
Webinar, see future emails for information.
Cost:
$10
Pre-registration
is required. You can register by contacting John Diercks at 814-234-8775, jwdiercks@aol.com or mail
a check to
Central
PA Chapter NAIC
1017 Crabapple Drive
State College,
PA 16801
Please
include your email address and home address / phone number.
This class is designed for beginning investors
who want to learn sound, long-term investing principles. Subjects of interest to potential new investors,
such as the risk pyramid, the value of compounding, and historical trends in the stock market, will be
discussed. The class will also introduce investing terms and factors to consider when purchasing mutual
funds. A short overview of the company-research tool Value Line will be presented.
Future Investment Workshop
Thursdays, March 1, 8, 15, and 22, 2012, 7:00 pm - 9:30 pm
Room 200, ATEC Building, Central Penn College, Summerdale, PA
Cost:
$40
Pre-registration is required. You can register by contacting John Diercks at 814-234-8775, jwdiercks@aol.com, or mail a check to
Central
PA Chapter NAIC
1017 Crabapple Drive
State College,
PA 16801
Please
include your email address and home address / phone number.
This is a four week hands-on course on Stock
Market investing using BetterInvesting principles and tools to evaluate stocks. A one page analysis
f a stock using Value Line, SSG, Stock Comparison Guide, and options for building a diversified portfolio
with small investments will be covered. Topics include setting up Toolkit's Options and Preferences,
interfacing with and using databases from BetterInvesting's Morningstar Data Feed Service, and using
the numerous tools that come with the software. Operations, features, and the different screens will
be demonstrated and discussed. Topics include judgment in each SSG section with numerous examples and
advanced judgment for estimating sales and EPS growth rates, including how to use the preferred
procedure, sustainable growth and finding trends in the PERT graph, guidelines for picking high and
low P/E ratios, forecast high and low EPS, and future low price.
A Stock Selection Guide manual is included.
Students are encouraged to bring their laptops with the Toolkit software loaded on it.
Acknowledgments:
DISCLAIMER The information on this website is intended
to be used for educational purposes and is not to be reproduced other than for
one's personal use. It is not intended to be released for publication. Neither
BetterInvesting nor the presenters of this material are responsible for its
contents nor guarantee the accuracy of the information contained herein. The presenters disclaim any responsibility
for any liability incurred as a consequence, directly or indirectly, of the use
and application of any of the contents of this website.
interested investors have visited the Centre Region Model Investment Club website
since May 22, 2008.
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