SUMMER QUARTER 2009

LEVEL 1 NEWS:

WEEK 1 HOMEWORK

1) Study my blog and click on some of the links

2) When you go shopping this week, pay attention to some of the BRANDS that are displayed. See if you can identify the PARENT company of those brands.

3) Watch "Nightly Business Report" on PBS (M-F, 7:00 - 7:30 pm)

WEEK 2 HOMEWORK

What is the annual dividend for Altria?
(Hint: go to Yahoo Finance)

WEEK 3 HOMEWORK

1) Go to http://www.investopedia.com/ and set up your "fantasy" brokerage account

2) Buy one stock (your choice) using a "market" order and track it for one week

3) Buy one stock (your choice) using a "limit" order and track it for one week

4) Read the following article about AIG stock:

http://finance.yahoo.com/news/AIG-slumps-after-analyst-rb-3438036954.html;_ylt=At2KvC.0h8pFo1c6TEkk_nW7YWsA?x=0&.v=3&sec=topStories&pos=7&asset=&ccode=


LEVEL 2 NEWS:

WEEK 1 HOMEWORK

1) Go to www.cefa.com. Under the heading "Total Return Driven," there's a small link called "Learn." Click on that link and study the information.

2) Go to http://www.holdrs.com/. At the top, there are three links:

"HOLDRS Defined"
"HOLDRS Outstanding"
"Investment Strategies"

Click on these links and study the information

WEEK 2 HOMEWORK

Go to http://www.ishares.com/ and look up the TICKER SYMBOLS for the following ETFs:

1) Dow Jones US Energy Sector Index Fund
2) Dow Jones US Basic Materials Index Fund
3) Dow Jones US Financial Sector Index Fund
4) Barclays TIPS Bond Fund
5) KLD 400 Social Index Fund

WEEK 3 HOMEWORK

1) Go to www.sanfranciscomoneyshow.com and register for this FREE, 3-day, annual event

2) Buy 1000 shares of UYG in your Investopedia account

3) SHORT one stock or one regular ETF (do not use a Proshares ETF) in your Investopedia account. Use either a "limit order" or a "market order"

4) Read this article about AIG stock (it may become WORTHLESS!)
http://finance.yahoo.com/news/AIG-slumps-after-analyst-rb-3438036954.html;_ylt=At2KvC.0h8pFo1c6TEkk_nW7YWsA?x=0&.v=3&sec=topStories&pos=7&asset=&ccode=



LEVEL 3 NEWS:

WEEK 1 HOMEWORK
None

WEEK 2 HOMEWORK

to be announced.......

INTERESTING ARTICLES

1) VIX Climbs Past a Key Level (6/15/2009)

http://finance.yahoo.com/news/VIX-Climbs-Past-a-Key-Level-cnbc-15525876.html?sec=topStories&pos=5&asset=&ccode=

2) AIG stock may become worthless (7/9/2009)

http://finance.yahoo.com/news/AIG-slumps-after-analyst-rb-3438036954.html;_ylt=At2KvC.0h8pFo1c6TEkk_nW7YWsA?x=0&.v=3&sec=topStories&pos=7&asset=&ccode=

SUMMER QUARTER 2009 course schedule

Summer Quarter started on June 22!

All summer classes are now FULL!

I will teach all five classes again in the fall, so please check back around mid-August. Thank you!

Summer schedule:

1) Investing Strategies with Lilia - Level 1
Mondays, starting June 22
7:00 - 9:30 pm

2) Investing Strategies with Lilia - Level 1
Tuesdays, starting June 23
7:00 - 9:30 pm

3) Investing Strategies with Lilia - Level 2
Wednesdays, starting June 24
7:00 - 9:30 pm

4) Investing Strategies with Lilia - Level 2
Thursdays, starting June 25
7:00 - 9:30 pm

5) Investing Strategies with Lilia - Level 3
Saturdays, starting June 27 (no class on July 4)
10:00 am - 12:30 pm

SUMMER QUARTER 2009 COURSES

INVESTING STRATEGIES FOR WOMEN - Level 1

Course description:

Take control of your financial future by learning the language of Wall Street professionals. This "introductory" course is designed for women who are new to investing or who have limited knowledge of the financial markets.

Topics include:

- the basics of compounding
- stocks
- real estate investment trusts (REITs)
- basic "buy" and "sell" orders, plus "stop loss" orders
- indices
- bonds
- "discount" brokerages vs. "full service" brokerages
- mutual funds
- exchange traded funds (ETFs)
- retirement plans (401(k), Roth 401(k), IRA, Roth IRA)
- basic tax-saving strategies
- asset allocation

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INVESTING STRATEGIES FOR WOMEN - Level 2

Course description:

The Level 2 class is designed for women who have successfully completed the Level 1 course OR who already have some basic knowledge of the financial markets.

Note: "Level 1" information will NOT be repeated in the Level 2 class! (see description for Level 1 class)

In Level 2, students will learn to utilize more advanced investment strategies such as closed-end funds (CEFs), HOLDRS, short selling, inverse funds, leveraged funds and conditional orders to enhance their portfolios. Basic options trading will also be introduced (if there's time).

Chart analysis using technical indicators such as slow stochastics, moving average convergence divergence (MACD), moving averages, and relative strength index (RSI) will be used to create "entry" and "exit" strategies.

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INVESTING STRATEGIES FOR WOMEN - Level 3

This class is open to Level 2 "graduates" only (NO exceptions!!!).

Students may NOT take the Level 2 and Level 3 classes simultaneously!!

Course description:

The primary emphasis of the Level 3 class is to examine more complex technical indicators to improve one's trading and investing performance.

Indicators may include Bollinger Bands, Parabolic SAR, P&F Charts and more advanced candlestick patterns.