Investment portfolio management classes

All investment classes have been postponed for spring 2009 until further notice.

We are pleased to offer the following course conducted by Michael Dow:

Managing a
Common Stock Portfolio

"A fast-paced academically-oriented course covering wealth management tools and techniques."

This course is designed to teach investors terminology and concepts of portfolio management and financial analysis. Our primary focus will be on the direct ownership of common stocks, but we will also address bonds and mutual funds. Please see our detailed course description below. For information on how to register please see below.

Attention Accountants & Attorneys:
This course is accredited for 6.0 CPE credits for accountants, and for 6.0 CLE credits for attorneys with the Maine Board of Overseers fo the Bar. Also accrdited for CLE credits in Rhode Island and Florida.

Dow Investment Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com. Sponsor 108953

Complaint Resolution Policy: A full refund or credit will always be issued. For more information regarding administrative policies such as complaint and refund, please contact Michael Dow at 207.878.1574. Pre-requisites: None, Earn up to 6.0 CPE credits. Program level: Intermediate, Delivery method: Group-Live

Spring 2009 Schedule

LOCATION
 DATES TIMES

Three-Day Sessions (three 2-hour sessions)
$40 (includes course materials)
South Portland, Maine
Marriott at Sable Oaks		 TBA 7 PM - 9 PM
Falmouth, Maine
Dow Investment Group Offices		 TBA 7 PM - 9 PM
Augusta, Maine
Senator Inn		 TBA 7 PM - 9 PM
Falmouth, Maine
Dow Investment Group Offices		 TBA 7 PM - 9 PM
Falmouth, Maine
Dow Investment Group Offices

TBA

 7 PM - 9 PM

One-Session Seminars, $55
includes lunch and course materials, sign-in 8:00-8:30 AM
South Portland, Maine
Marriott at Sable Oaks
 TBA 8 AM - 4 PM
Portsmouth, New Hampshire
Sheraton Portsmouth Harborside		 TBA 8 AM - 4 PM
Phippsburg, Maine
Sebasco Harbor Resort		 TBA 8 AM - 4 PM
Providence, Rhode Island
Marriott Downtown
(Includes Lunch and course materials)		 TBA 8 AM - 4 PM

In addition, we offer this course as a private seminar. If your organization (investment club, business, etc.) is interested, please give us a call. Also, if you know of others who might like to attend, we hope you will pass this invitation along to them.

To Register

Call 207-878-1574 or 800-578-9018, or
e-mail Michael.Dow@dows.com.

Credit cards accepted through Paypal: payments@dows.com

Please make checks payable to Dow Investment Group, LLC

Mail checks to:
 
Dow Investment Group, LLC
Seminar Registration
358 US Route One
Falmouth, Maine 04105

Here are some comments from former attendees:

"I am a CPA. Marketing this seminar to CPA's was a great idea. I will recommend it to my colleagues..."

—Mark P, CPA, Saco
Attended 2008

"I truly enjoyed the presentation. Thorough. Nicely paced. Extremely clear. It would be difficult to improve upon that presentation. I will pay to go through it again."

—William B, Attorney, Portland
Attended 2008

"A well-delivered presentation in educated layman's language. [Instructor] obviously knows his stuff, well spoken and I appreciate that he kept to the schedule. I came for cheap CLE's but got a wealth of information as well!"

—Janet W, Attorney, Gorham
Attended 2008

"An excellent presentation! Speaker is most knowledgeable in this field, very comfortable with the subject, and presentation should not be missed by either accountants or attorneys."

—John S, Attorney, South Portland
Attended 2008

"I was here for an overview and received some valuable analytical skills. I am an individual investor and now feel better prepared to talk to an advisor when necessary."

—Dick B, Cumberland
Attended 2008

  

 

Course Description  

This course is designed to acquaint the common stock investor with terminology and concepts associated with portfolio management and financial statement analysis. The course addresses the basic process of deciding when to buy, hold, or sell a common stock. Topics covered include theories and strategies of investing, such as the efficient market hypothesis, market timing, diversification, investing for value vs. growth, and investing for total return vs. dividends. Also covered are the historical rates of return for various asset classes, and an in-depth look at stock splits. Particular emphasis is put on learning how to read and interpret statistical data found on Value Line reports. Below is the general outline of the course:

Course Outline

1st Session: Portfolio Theory & Market Sectors
  1. Efficient Market Hypothesis vs. Market Timing
  2. Diversification: Theory and Application
  3. Investing for Dividends vs. Total Return
  4. Historical Rates of Return of various asset classes
  5. Market Sectors: (e.g.: Blue Chips, Growth Stocks, Cyclicals, ADR's, IPO's, etc.)
2nd Session: Resources & Financial Statement Analysis
  1. Company Reports: Annual, Quarterly, 10-K, 10-Q, Proxy Statement, Prospectus
  2. Rating Services: Value Line ("timeliness" Ratings) and Standard & Poor's (Earnings/Dividend Rankings)
  3. Balance Sheets and Income Statements: Terminology and Ratios
3rd Session: Valuation & Company Analysis
  1. Stock Splits
  2. Valuation Techniques: Price-Earnings Ratio, Price-Sales Ratio, and Price-Book Ratio
  3. Guided tour of a Value Line report and interpretation of the statistical data

Among the topics covered:

Market Timing

Historical Rates of Return

Financial Statement Analysis

Earnings Momentum

Efficient Market Hypothesis

Total Return vs. Current Return

Operating Income vs. Net Income

Value Investing

Technical vs. Fundamental Analysis

The "Blue Chip" Irony

Gross Margins

Nonsustainable Sources of Growth

The Random Walk Concept

American Depository Receipts

10-K and 10-Q Reports

Capital Structure

Market Risk vs. Specific Risk

Foreign Withholding Taxes

Proxy Statements and Prospectuses

Write-Offs

Risk vs. Volatility

Currency Exchange Risk

Value Line Ratings

Return On Capital and Equity

Beta and Standard Deviation

Initial Public Offerings (IPO's)

Standard & Poor's Ratings

Valuation Techniques

Diversification Guidelines

Hot Issues

Large Cap vs. Small Cap Stocks

Stock Splits


 
Michael Dow Michael Dow received his Master in Business Administration from Boston University's Graduate School of Management and his Bachelor of Arts degree in economics from Boston University. He has been an instructor of private seminars and a number of communities' adult education programs since 1996. Mike is a managing director and advisor at Dow Investment Group, LLC.