Stock Study Group

Chairman: James M. Felker (Jim)

Assistant Chairman: Richard A. Nelson (Dick)

Next Stock Study Group Meeting:

    Monday, July 12, 2010 at 10:00 A.M.

    Chairman for the Day: Jim Felker

    Speaker Chairman:

    The Stock Study Group meets on the second Monday of every month at 10:00 A.M. in one of the conference rooms at the Peninsula Community Foundation, 1700 South El Camino Real, San Mateo, California. There is no dress code for this group. The group adjourns at about 12:00 noon.

    The group discusses various aspects of the Stock Market, what the trend of the market seems to be, and any other related matter. The purpose of the group is to improve members' knowledge of the stock market and of individual stocks through interactive discussion and active participation. The scope of the studies will include common stocks, preferred stocks, stock-based mutual-funds, stock options, and the operations of these markets as well as published literature concerning these topics.

    There is usually a speaker who gives a talk on some subject related to stock or the nations economy. Sometimes, an outside speaker may be invited to address the group. The Stock Study Group does not invest or handle any capital as a group, however, it may simulate model portfolios of the members depending upon member interest.

    Between meetings, members are encouraged to be aware of useful topics for presentation or discussion at the monthly meetings.

    After each meeting, any members who are interested are invited to meet in a restaurant nearby for lunch, and continue discussing whatever information they may be interested in.
 

History:

    The Stock Study Group was formed under the direction of Edward Berkyto on July 19, 1995. The first meeting was held on September 19, 1995,  in a room in the San Mateo Library. It moved to the Foster City Recreation Center in 1999. It moved once again to the Peninsula Community Foundation, 1700 South El Camino Real, San Mateo, California, on October 11, 2004. Jim Felker took over the chairmanship of the group on March 13, 2000.

Schedule of Meetings for 2010

Past Talks

August 11, 2008