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

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

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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

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SLIDE 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
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SLIDE 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 ?

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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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 -
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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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 -
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SLIDE 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

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SLIDE 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

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SLIDE 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

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SLIDE 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.

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SLIDE 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

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SLIDE 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
  • fferings to help Monitor/Evaluate/Analyze

Investments

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SLIDE 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

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SLIDE 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

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SLIDE 29

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

Oct 8, 2005

  • Tom Costello: Mutual Funds the Gerald

Appel way

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SLIDE 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
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SLIDE 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.

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SLIDE 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?

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SLIDE 33

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

Mar 25, 2006

  • Vas Madhava: Portfolio Management

Using Access (Part 1)

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SLIDE 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

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SLIDE 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

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SLIDE 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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SLIDE 37

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

Jul 29, 2006

  • Bob Bigrigg, Moderator: DC Money Show

Recap/Review - Round Table - Your

  • bservations, perceptions, favorite

presentations, take home strategies,

  • Bob Bigrigg: Stock Investor Pro - AAII

Screening Tool-Pt 1: What it is; What it does

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SLIDE 38

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

Aug 26, 2006

  • Ken Williams: Intrinsic Value - What it

means, How it's calculated; Spreadsheet tool

  • Bob Bigrigg: Stock Investor Pro – AAII

Screening Tool Pt 1: What it is; What it can do (Conclusion)

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SLIDE 39

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

Sep 23, 2006

  • Bob Bigrigg - Retrospective - CI / SIP SIG

4-years - Where we've been; Where we‘re going - your call

  • Bob Bigrigg: Stock Investor Pro - Pt 2:

Graham predefined screens | Modifying Predefined screens;

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SLIDE 40

CI/SIP SIG RETROSPECTIVE

Oct, 2002 - SEP, 2006 * * * 4 Years

Next Month: Oct 14, 2006

  • Ross Kaplin: Benjamin Graham

Principles Incorporated Into Computerized Investing Method LONG-TERM STOCK SCREENING-RANKING- TRADING METHOD (8. L-T Method)

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SLIDE 41

CI/SIP SIG RETROSPECTIVE

Oct, 2002 - SEP, 2006 * * * 4 Years

Nov 25, 2006 (4th Saturday ; Last Meeting – 2006)

  • Eliezer Richmond: Chart Patterns

The most common and top performing chart patterns as discussed by Schwager, Meyers, and Bulkowski. Each chart pattern will be described and illustrated. In addition the significance and how to trade the chart patterns will be discussed.

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SLIDE 42

CI/SIP SIG RETROSPECTIVE

Oct, 2002 - SEP, 2006 * * * 4 Years

Computerized Investing AKA Stock Investor Pro Special Interest Group “We cover the spectrum of investment topics” Bob Bigrigg Cloria Loew 703-444-6775 glorialoew@gmail.com rcbigrigg@aol.com