134 US Route One, Falmouth, Maine 04105
207-878-3000 :: 800-578-9981
info@DowCM.com

Investment Portfolio Management Classes

Managing A Common Stock Portfolio

We are pleased to offer this investment course conducted by Michael Dow.

"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 7.0 CPE credits for accountants, and for 6.0 CLE credits for attorneys with the Maine Board of Overseers for the Bar.

Dow Capital Management, 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. 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. Advanced Preparation: None, Earn up to 7.0 CPE credits. Program level: Intermediate, Delivery method: Group-Live. Field of study: Finance.

 

Fall 2012 Schedule
Three Day Sessions: (Three two-hour sessions) $35 Includes course materials) 

LOCATION

DATES

TIMES

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7-9 PM

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7-9 PM

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7-9 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 info@DowCM.com.

Please make checks payable to Dow Capital Management, LLC

Mail checks to:
 
Dow Capital Management, LLC
Seminar Registration
134 US Route One
Falmouth, Maine 04105

 

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 Capital Management, LLC.
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