| GenX 2011 Meetings |
| January |
2011 |
| Agenda |
|
Portfolio: AMSG, FDS
Watch List: MGLN
Education: TBD |
|
Meeting Notes |
| February |
2011 |
| Agenda |
|
Portfolio: BMY, FLO, HRS, XLNX
Watch List: AAPL, POT
Education: TBD |
|
Meeting Notes |
| March |
2011 |
| Agenda |
|
Portfolio: BBBY, COH, INFY, JNJ, WMT
Watch List: TTM
Education: TBD |
|
Meeting Notes |
| April |
2011 |
| Agenda |
|
Portfolio: AMSG, FDS, FSYS
Watch List: None
Education: Managing the Porfolio (Charyl) |
|
Meeting Notes |
| May |
2011 |
| Agenda |
|
Portfolio: BMY, FLO, HRS, XLNX
Watch List: AAPL, GLW, POT
Education: Technical Trading / Options (Roderick)
What Management actions signal to Investors (Cynthia) |
|
Meeting Notes |
| June |
2011 |
| Agenda |
|
Portfolio: BBBY, COH, INFY
Watch List: TTM
Education: ETFs / Mutual Funds (Christiana) |
|
Meeting Notes |
| July |
2011 |
| Agenda |
|
Portfolio: AMSG, FDS, FSYS
Watch List: None
Education: European Sovereign Debt Crisis (Sean) |
|
Meeting Notes |
| August |
2011 |
| Agenda |
|
Portfolio: BMY, FLO, HRS, XLNX
Watch List: AAPL, GLW, POT
Education: Review of Financial Ratios – Market Multiples & Profitability Ratios (Tim) |
|
Meeting Notes |
| September |
2011 |
| Agenda |
|
Portfolio: BBBY, COH, INFY
Watch List: TTM
Education: Where to find good BUY candidates and what is the pedigree of a BUY? (Greg) |
|
Meeting Notes |
| October |
2011 |
| Agenda |
|
Portfolio: AMSG
Watch List: WSO
Education: Fixed Income Securities (Shirley) |
|
Meeting Notes |
| November |
2011 |
| Agenda |
|
Portfolio: BMY, FLO, HRS, HNZ, XLNX
Watch List: AAPL, POT
Education: Reasons behind the current surge in commodity prices and how it relates to equity investors (Mike W.) |
|
Meeting Notes |
| December |
2011 |
| Agenda |
|
Portfolio: ABC, BBBY, COH, INFY
Watch List: ADM, GLW, GIS
Education: TBD (Max) |
|
Meeting Notes |
