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CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Oct - PowerPoint PPT Presentation

CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Oct 26, 2002 Bob Bigrigg: Anatomy of a Screen - Pre- defined screens: performance & use Develop a screen: Nancy Bullock's "Top Down Investing" Stock


  1. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Oct 26, 2002 • Bob Bigrigg: Anatomy of a Screen - Pre- defined screens: performance & use • Develop a screen: Nancy Bullock's "Top Down Investing" • Stock Screening Web Sites

  2. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Nov 30, 2002 • Bob Bigrigg: Reports Available in SIP • Review/critique Bob's effort on Nancy Bullock's "Top Down Investing" Jan 2003 ?

  3. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Feb 8, 2003 • Bob Bigrigg: Anatomy of a Screen – CANSLIM • Bob Bigrigg: Stock Screening: NAIC Criteria and Growth Variations • Bob Bigrigg: Library Resources for Investors

  4. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Mar 29, 2003 • Eleanor Leary: Use IBD to monitor Economy, Market, Sectors | IBD Web - Info after 5pm • Bob Bigrigg: AAII SIP Top Four Screens Compared • Bob Bigrigg: Screening The Market | Overview - Review of Chpt 1, 2, & 3

  5. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Apr 19, 2003 • Bob Bigrigg, Moderator: Roundtable: Software you use, how you use it, why you like it. Software you've tried that didn't make the cut, why. Favorite Web Site(s), how you use it/them • Bob Bigrigg: Screening The Market | Chapters 4, 5 , & 6

  6. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years May 31, 2003 • Eleanor Leary: Moving Averages - Presentation/Discussion • Gloria Loew: IBD's Top 100 List - Presentation/Discussion • Bob Bigrigg, Moderator: New, Updated CANSLIM - General Discussion

  7. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Jun 21, 2003 • Tom Costello: IBD Premium Service Screening Capabilities • Bob Bigrigg: Quality: A Measure of Excellence | BI-Oct, 2002 Roberton; Mar, 2003 - Koujakian • Discussion: Suggestions for Gerstein -

  8. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Jul 26, 2003 • Eleanor Leary: Demo CNBCU - Online Subscription Service • Bob Bigrigg: Online Demos: Morningstar Premium Service

  9. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Aug 30, 2003 • Gloria Loew: Charting Software • Bob Bigrigg: Online Demos: Multex Investor Screens/Canned Screens | NAIC Online Premium Service | Compuserve NAIC Forum

  10. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Sep 20, 2003 • Bob Bigrigg, Moderator: Where do you find Stocks to Consider? • Bob Bigrigg, Moderator: Forum - What are your Screening Criteria? • Bob Bigrigg: Chap. 6 Screening the Market

  11. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Oct 11, 2003 • Wilbert Nixon: Stock Options - The Basics and Defensive Uses • Bob Bigrigg: Screening the Market: Chapter 7, 8, 9

  12. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Nov 29, 2003 • Ken Williams: OmniTrader - w/Demos and Brochures • Gloria Loew: Can we be more efficient? Use of time & resources • Bob Bigrigg: Morningstar Premium Service - exploration

  13. CI/SIPSIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Jan 2004 • Gloria Lowe: Where are we going and how do we get there? • Tom Costello: Trading System - Part 1 • Bob Bigrigg: Explore the Web | Stock Charts.com | Motley Fool | Other

  14. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Feb 28, 2004 • Ann McDonald: Zack's Screening System • Gloria Loew: Reports: Success in Reducing your Investment ToDo • Wilbert Nixon: Review of Rick Malone's "2004 & Beyond" Seminar - Audience Participation Gloria Loew: RoundTable - Buy AND Sell Signals: What is your Decision Tree

  15. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Mar 27, 2005 • Gloria Loew: Reports: Success in Reducing your Investment ToDo • Vas Madhava: Microsoft Money • Bob Bigrigg: Screening the Market - Analysis Phase

  16. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Apr 24, 2004 • Gloria Loew: Reports: Success in Reducing your Investment ToDo • Gloria Loew: Point and Figure Charting Fundamentals • RoundTable Discussion • Bob Bigrigg: Screening the Market - Buy Phase

  17. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years May 22, 2004 • Gloria Loew, Moderator:Presentations and discussion of methods some of us have researched this past month: Ross Kaplan: IBD Tom Costello: CANSLIM Gloria Loew: Valuengine Gloria Loew: Validea Others???? • Stan Patch: Gambling on Losers--What to Look For

  18. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years • Jun 26, 2004 • Gloria Loew: Reports: Success in Reducing your Investment ToDo • Ross Kaplan: Short Term Ranking System (Screening, Ranking, Trading Criteria & Buy, Hold, Sell) • Dale Flowers: Quicken - Investment Management Tool

  19. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Jul 24, 2004 • Bob Bigrigg, Moderator: Round Table Household Asset Allocation: how well are you diversified? Where should you park Emergency Cash? Other topics as suggested

  20. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Aug, 2004 Cancelled Sep, 2004 Cancelled Oct 9, 2004 • Tony Hausner: AAII Stock SuperStars • Bob Bigrigg: Screening the Market - Wrap-up • Bob Bigrigg: Web Sites Different -

  21. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Nov 27, 2004 • Bob Bigrigg, Moderator: Round Table Topics: Recent Portfolio Improvements Strategies - IBD, VV, IAS, Stock Superstars Sell Triggers - Alerts Member Topics • Bob Bigrigg: NAIC Toolkit V5 - NAIC GARP Analysis Software

  22. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Jan 22, 2005 • Ken Williams: Dr. Kaush Meisheri, Ph.D - Quick Analysis Using VL • Bob Bigrigg: Examine Joseph Piotroski's Price to Book Screen • Bob Bigrigg, Moderator: Table Topics: Dealers Choice

  23. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Feb 26, 2005 • Vas Madhava: TC 2000 Demo and Practical Usage • Wilbert Nixon: Review/Summary Rick Malone's "Beyond 2005" • Bob Bigrigg: Feb CI Downloads: Spreadsheets

  24. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Mar Cancelled - AAII Conflict Apr 23, 2005 • Ken Williams: ReVisit Quick Analysis Using VL • Ross Kaplan, Moderator: Round Table - how to invest in today’s market, criteria for selecting ETFs, use of risk grades and criteria for selecting mutual funds for the short- term.

  25. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years May Cancelled Jun 25, 2005 • Ken Williams: Genesis of WizeTrade • Tom Costello: Trading System using TC2000

  26. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Jul 23, 2005 • Gloria Loew: Using charts to help us invest in the best performing sectors of the market - Use price, trends, moving averages, and volume for stay or sell triggers • Bob Bigrigg: Spreadsheets - AAII and BI offerings to help Monitor/Evaluate/Analyze Investments

  27. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Aug 27, 2005 • Bill Johnson: Recap Dr. Alexander Elder's Money Show Workshop on Stock Selection using Dr. Elders PowerPoint, Excel and TC2005. • Money Show Recap - Panel Discussion by attendees Bill J, Tom C, Wilbert N, Ann R, Ross K, Ann M, Others

  28. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Sep 24, 2005 • Ross Kaplan: Short-Term Mutual Fund Trading System • Jeremy Siegal Interview re: Future for Investors: Why the Tried and the True Triumphs Over the Bold and the New – • Bob Bigrigg: Hess-Schneider Annual Report Analysis Program - Spreadsheet

  29. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Oct 8, 2005 • Tom Costello: Mutual Funds the Gerald Appel way

  30. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Nov 26. 2005 • Bob Bigrigg: The Prudent Speculator • Bob Bigrigg: No Load Fund X • Bob Bigrigg, Moderator: Table Topics

  31. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Jan 28, 2006 • Bill Chavanne, Col, Ret - Covered Call Options • Vas Madhava: Options School in Chicago.

  32. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Feb 25, 2006 • Bob Bigrigg, Moderator: Table topics - Bring one or two topics on paper, I'll collect / mix / bring them up one at a time. Everyone gets a chance. Some Thoughts: What is your sell criteria? What is your buy criteria? What is your "Process" from Idea to Buy?

  33. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Mar 25, 2006 • Vas Madhava: Portfolio Management Using Access (Part 1)

  34. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Apr 22, 2006 • Vas Madhava: Portfolio Management Using Access - The Mechanics Part II • Vas Madhava: Back Testing Your Strategy

  35. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years May 27, 2006 • Tom Costello: ETF Portfolio Strategy using No Load Fund X Rankings • Ken Williams: Wize Trade - All you ever wanted to know

  36. CI/SIP SIG RETROSPECTIVE Oct, 2002 - SEP, 2006 * * * 4 Years Jun 24, 2006 • Ross Kaplin: Benjamin Graham Principles Incorporated Into Computerized Investing Method Part 1: PART I. LONG-TERM MUTUAL FUND SCREENING - RANKING - TRADING METHOD (Long-Term Mutual Fund Endurance Picks)

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