News & Articles

Mini-Education Classes

Mini-Education Classes are made available from the OKI Chapter for your personal or club use. They contain information taken from our longer OKI education classes. Each are approximately 10 to 15 minutes in length. 

Feel free to download the classes presented in PDF form. The classes are designed to be taught or discussed by your club members. For in-depth investor information, be sure to contact us about our OKI Chapter "Classes To Clubs".

General Topics

Relative Value


Value Line

Industry Related

Reits - Part 1
Reits - Part 2

Company Related

Cyclical Stocks
Is This a Growth Company
Co. Size vs Expectations
Cash Flow
Earnings Growing Faster than Sales

Toolkit Related

Profiting From PEs
Management - Return on Equity
Know Thy Company Management
Preferred Procedure

Chapter Chat - Janurary 2018

Mark your calendar for the OKI Chapter’s Investors Education Day on Saturday, April 21, 2018, at the Holiday Inn Dayton/Fairborn.  Ken Kavula, National Volunteer and Chapter Director with the Mid-Michigan Chapter, and Mark Robertson, founder and managing partner of Manifest Investing, will again be speakers at this event.  The “Let’s Talk Stocks” segment is a very popular and informative part of their presentation. Company sponsors for our education day include:  Cardinal Health, Cincinnati Financial, Kroger, Meridian Diagnostic, and Procter & Gamble.  Join us to learn about these companies past successes and future plans.

Learn about the Morningstar and Value Line Databases on April 24 at the Lawrenceburg Public Library at 7:00 PM.
Learn about the Morningstar Database on April 26 at the West Chester Public Library at 7:00 PM.

Below are online seminars (GTW) classes being offered by BetterInvesting. Log in to or check your BI magazine for additional information about the presentations and how to register.
Day Date Time (EST) Fee Class Name
Wed 1/24/2018 8:30 PM Free Ticker Talk:  Short Educational Topics
Plus - Five in Five Stock Studies
Tues 2/7/2018 8:30 PM Free StockUp: Select the Best - An Industry Study


Unable to attend GTW classes at the time presented, go here to view the list of recordings that are available for you to listen to at your leisure. This is a FREE benefit to all OKI Chapter members.

Are you a Value Line user or interested in learning about Value Line? This link offers valuable information on how to use Value Line and many other Value Line topics.

To stay up-to-date with OKI Chapter education presentations, join us on our "NEW" Meetup page. Classes and programs being offered by the Chapter will be listed at this site.

You’re invited to join us at the 67th annual BetterInvesting National Convention (BINC), from May 17 - 20, 2018 at the DoubleTree by Hilton at SeaWorld, Orlando, Florida.   BINC is a great place to increase your investing knowledge with friends old and new. This year’s BINC will offer more classes with over 60 sessions. The focus this year is on classes that will increase your stock investing knowledge. There will be a variety of classes for investors of all levels on a variety of topics. The convention favorites include the panel discussions of educators sharing stock ideas. You will go home with new stocks to study.
Sign up for the BetterInvesting National Convention’s Special for a reduced registration fee and take advantage of the spousal rate. Registration, pricing and other conference details can be found at or register online at Eventbrite.

The OKI Model Investment Clubs are operating stock investment clubs open to BI members and the public as an educational opportunity. Get ideas for operating your own club by observing how these clubs operate, meeting the members and asking questions. If you are unable to attend in person, both clubs broadcasts their monthly via GoToMeeting. Register here for CinMIC and here for DayMIC. 
CinMIC meets on the third Saturday of each month. It will be held at the West Chester Library from 9:45 –11:45 am. If you are unable to attend in person, CinMIC broadcasts their monthly meetings via a GTM presentation. For more information, email

OKI wants to congratulate CinMIC on celebrating its 15-year anniversary this month. Over this period, CinMIC has touched the lives of over forty members, some still playing active roles in sharing and learning investing strategies.  It is difficult to say how many guests have absorbed the knowledge that CinMIC has and has shared monthly. CONGRATULATIONS, CinMIC.

DayMIC meets the first Wednesday evening of the month from 7:00 – 9:00 pm at the Beavercreek Firehouse.