How We Select Stocks and Make the Buy/Sell Decision

Online via Zoom
Buy or Sell Stocks

Gerald A. Townsend, CPA/PFS/ABV, CFP®, CFA®, CMT & James Tarkenton, CFA®

will discuss:

  • What qualifies as a "good stock"?
  • Doing your homework
  • Formulating an "investment thesis" 
  • What is it worth?
  • Making the decision

There will be an opportunity to ask questions.

For those who cannot attend, the presentation will be posted to our website.

Questions?  Please call (919) 782-9689 or email .