AAII - Pittsburgh Local Chapter

AAII Pittsburgh

The American Association of Individual Investors - AAII - provides investment education in investing basics, financial planning, and structuring investment portfolios of mutual funds and/or individual stocks. A not-for-profit organization, AAII arms individual investors with the understanding and tools needed to manage their finances more effectively and profitably. 

Tuesday, September 17, 2019

Determining a Stock's True Worth

Wayne A. Thorp, CFA

Senior Financial Analyst,

Vice president, aaii

AAII has been developing and testing a variety of stock screens for nearly 20 years. While many members follow these screens, a common question once they have their list of passing companies is "What now?" 

Using real-world examples and some of today's most useful financial websites, Wayne will show you how to perform a step-by-step analysis of a company using popular online research and data sources to decide whether it's right for your portfolio. 

ATTEND THIS meeting and learn:

• About the important factors that affect stock values
• How to use fundamental tools in valuing a stock
• Where to find the best stock information online

ABOut wayne thorp

Wayne A. Thorp, CFA, is the senior financial analyst and a vice president at AAII. Thorp has written extensively on technical analysis, stock screening and stock analysis. He is editor of the Stock Superstars Report (SSR) advisory service and the Educated Investor email series, highlighting AAII content for potential members. Thorp is also the product manager for the Stock Investor Pro computerized fundamental database and screening program and serves on the Dividend Investing (DI) advisory committee. He is also the former editor of AAII's Computerized Investing service. He was awarded the right to use the Chartered Financial Analyst (CFA) designation in 2002, and has been with AAII since 1997. Wayne is a 1997 graduate of DePaul University in Chicago, Illinois. You can follow him on Twitter: @WayneTAAII.

President's Message

Like all Chapters of the national AAII organization, ours is run by members who volunteer their energy, ideas, and time.  In return, they gain a unique opportunity to "rub shoulders" with experienced investors/leaders and to contribute in educating both other members and themselves.  Each of us will tell you that we get more value out of the work we do than what we put into it.

People move on, however, and if the Chapter is to continue, new leaders must step forward from time to time. If this opportunity calls you, come join our team: Work closely with and learn from generous, experienced investors.  You need no special qualifications to make a difference here, just a willingness to learn and to collaborate. 

Ask one of us about how you can make a difference for others while improving your own investment skills.

-- Roy Taylor, President

AAII Cleveland Chapter Announcements

UPCOMING SIG MEETINGS

• IBD SIG (held at Panera Bread, Penn Center East, Wilkins Township)
  Brett Pechersky <pecherskyb@yahoo.com>
  Start time:  7:00 p.m., Thursdays, to be announced
• Rational Investing SIG
  Herb Geissler <HEGeissler@aol.com>
  Start time:  7:00 p.m., Thursday, 14 Nov 2019
• Investment Strategies SIG
  Jim Emberg <jim.emberg@gmail.com>
  Start time:  7:00 p.m., Tuesday, 15 Oct 2019
• Personal Financial Planning SIG (held at Sewickley Library) Karen Fadzen CFP, CDFA <fadzens@gmail.com> Start time:  7:00 p.m., Tuesday, 29 Oct 2019

  INVESTING SEMINAR

No seminars are currently scheduled.

future chapter meeting announcement

• Date: Tuesday, November 19, 2019
• Speaker: Janet Brown, FundX Investing Group
• Topic: FundX Investing