Model Investment Club

Welcome to the Model Investment Club of Northern Virginia (MicNOVA).  This club is sponsored by the DC Chapter of BetterInvesting and the Fairfax County Public Library in Virginia as a tool for learning about investing in stocks and managing a portfolio.

We meet on the third Wednesday of every month at 7:00 at the Tysons-Pimmett Regional Library in Falls Church, Va.  Here is a Google Maps link, or visit the library web site for directions:  www.fairfaxcounty.gov/library/branches/dm/direct.htm

Take a few minutes and look around our website.  If you have any questions, feel free to use the contact form.

FCN Company Site – Investor Relations
FCN on Google Finance
FCN on MSN Money Central

Stock Notes:

• On January 21, we purchased 30 shares of FTI Consulting at $41.94 per share.
• FCN Stock Selection Guide updated February 8, 2010 showing PAR of 21.4%.

AFAM Company Site – Investor Relations
AFAM on Google Finance
AFAM on Microsoft Money Central

Stock Notes:

• On January 21, 2010, we purchased 30 shares of Almost Family at $41.40 per share.
• AFAM Stock Selection Guide updated February 8, 2010 showing PAR of 20.1%.

Our next meeting will be on Wednesday February 17, 2010 at the Tysons-Pimmit Regional Library, 7584 Leesburg Pike, Falls Church, VA, (703) 790-8088‎.  We will start promptly at 7:00 pm.

All are welcome.  You don’t have to be a member of Better Investing or the model club.  There is no charge.

Here is a Google Maps link to the Tysons-Pimmit Regional Library.

For 2009, the Model Club had an internal rate of return on the equity portion of the portfolio of 49.1%.  This compares favorably to two related indices:   the Vanguard Large Cap ETF (27.8%) and the Vanguard Total Stock Market ETF (28.8%).  MIC Nova Performance Report for 2009

Before getting too excited about that return, keep in mind that we are only 50% invested.  We had too much cash on the sideline that missed the market rally in 2009.  Taking all of our cash into account, our return for 2009 was 29.7%.

QSII Company Site – Investor Relations
QSII on Google Finance
QSII on Microsoft Money

Stock Notes:

• We bought 20 shares of Quality Systems Inc. on March 2, 2009 at $38.00.
• Stock Selection Guide updated for QSII SSG (09 Jan 2010) showing a PAR of 8.9%.

MSFT Company Site – Investor Relations
MSFT on Google Finance
MSFT on Microsoft Money

Stock Notes:

• Stock Selection Guide from 17 Sep 2009
• On September 17, 2009, we purchased 50 shares of Microsoft at $25.30 per share.
• Stock Selection Guide updated 09 Jan 2010 showing PAR of 15.4%.

SYK Company Site – Investor Relations
SYK on Google Finance
SYK on Microsoft Money

Stock Notes:

• Stock Selection Guide from 07 Sep 2009 by JM
• We bought 30 shares of Stryker on January 9, 2009 at $35.45.
• Stock Selection Guide update 09 Jan 2010 showing PAR 0f 13.4%

GPN Company Site – Investor Relations
GPN on Google Finance
GPN on Microsoft Money

Stock Notes:

• We bought 20 shares of Global Payments on January 9, 2009 at $35.45.
• Stock Selection Guide for GPN (22 Aug 2009)
• Stock Selection Guide for GPN (09 Jan 2010) showing PAR of 7.9%.

GE Company Site – Investor Relations
GE on Google Finance
GE on Microsoft Money

Chronology:

• Stock Selection Guide from 16 Sep 2009
• Stock Selection Guide from 22 Aug 2009
• We bought an initial position of 50 shares of GE at $15.98 on January 9, 2009.  We added another 50  shares $11.66 on February 13, 2009.
• We sold all 100 shrs of GE on 11/23/09 at $15.93.