Education Seminars

FUNDAMENTAL ANALYSIS

Assessing whether a company is a good or bad investment starts with ‘bottom-up' fundamental analysis. Elio D'Amato, Lincoln's CEO, will explain what it is, and why you should apply this approach first in order to select superior, undervalued shares.

Fundamental analysis performs a detailed study on a company, including its financial health and growth prospects and Elio will show you how to assess company financials and market information when making those important portfolio management investment decisions.

Learn the difference between fundamental and technical analysis and how both approaches are utilised.

In this seminar you will cover:
        - earnings
        - expenses
        - dividends
        - assets and liabilities

The following documents contained in financial reports are a good start to your fundamental analysis of the company:
        - Income statement
        - Balance sheet
        - Statement of cash flows
        - Statement of recognised gains and losses
        - Statement of recognised income and expense

 The company's financial reports may provide you with some of the following:
        - Financial Health ratios
        - Current Ratio
        - Current assets
        - Current liabilities
        - Price earnings
        - Earnings per share
        - Dividend yield

WHO SHOULD ATTEND?

This seminar is a must for the serious, long term investor that wishes to build a long lasting portfolio from the bottom up, using a sound investment strategy with proven disciplines in place.

PRESENTER

Elio D'Amato.  CEO of Lincoln Indicators

Elio is CEO of Lincoln and is responsible for driving the strategic and positioning of Lincoln's business. This includes heading the research and future development of Stock Doctor, Australia's premier fundamental analysis sharemarket investment software solution.

As Lincoln's primary educator, Elio regularly presents at investment industry events around Australia, including ASX Investor Hour and education workshops for the Australian Shareholders' Association.

Elio is a sought-after market analyst, media writer and commentator on programs such as ABC's Lateline Business and Sky Business programs Market Moves and Your Money Your Call and writes and presents in a style which is informative, relevant and highly engaging.

A fellow of the Financial Services Institute of Australasia (FINSIA), Elio has a Bachelor of Business (Economics and Finance) and Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia. He has also completed a Diploma in Technical Analysis and is qualified as a Certified Financial Technician. He has also spoken on behalf of FINSIA at industry events.

FURTHER DETAILS

Car Parking

Parking is available at the venue.

Price

ASA members: $50 per person (GST included.)

Register online - see below for details - or call 1300 368 448 to register.

Non-members are welcome to attend at the ASA member price on acceptance of a free 3-month trial membership. Trial membership includes entitlement to attend all ASA meetings and discussion groups, free entry to ASX Investor Hour and email receipt of the monthly ASA magazine, Equity. This offer is limited to one trial per individual.

You will be sent a tax invoice confirming your registration.

How to register online

ASA members can register online below. You will need to log in first (above on left hand side of page, enter your email address and password). Your registration will be processed and a tax invoice will be sent to you in the post within 3-5 business days.

Registering a guest: Please note that if you are taking a guest, you must first register yourself and then register your guest separately.