Speaker: Wayne Thorp
Chicago AAII Speaker
While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. Wayne A. Thorp, CFA, senior financial analyst and editor of Computerized Investing at AAII, will show you how computerized stock screening systems can be used to reduce a large universe of stocks into a manageable group of prospects that match your investment style. He will walk through the process of developing and implementing both a value and a growth screen using AAII’s Stock InvestorPro fundamental analysis database and screening program.
After arriving at a list of passing companies, the second half of Wayne’s presentation answers the question of “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.
About Wayne A. Thorp, CFWayne A. Thorp, CFA, is senior financial analyst for the American Association of Individual Investors and the editor of Computerized Investing, a quarterly newsletter considered to be the premier publication covering the use of personal computers for financial planning, investment analysis and portfolio management. As a financial columnist for AAII, Thorp has written a column for the AAII Journal technical analysis as well as articles on stock screening and analysis. He also is product manager for the Stock Investor Pro fundamental data and screening program and serves on the Stock Superstars Report (SSR) and Dividend Investing (DI) advisory committees.
Thorp is a graduate of DePaul University in Chicago, where he earned a bachelor’s degree in finance. He was awarded the Chartered Financial Analyst (CFA) designation in 2002. Wayne has been with AAII since 1997. You can follow him on Twitter: @AAII_CI