Meeting called to order at _7:05 pm
Attendees : Jo Murphy, Linda Hunt, Sheryl Patterson, Phyllis Woodring Ty Hughes, Bob Bigrigg, Patricia Onufrak and Wilbert Nixon.
Absent: Kathy Emmons and Lily Poy,
Visitors : 13 Proxies : Per Bylaws
– E-mail proxy requests to secretary prior to meeting... Phyllis for Kathy and Sheryl for Lily.
Jo welcomed the new & returning visitors, & explained the club’s purpose.
7:05 PM - Information Sharing, current events : Money Matters Book Discussion at Oakton Library (2 nd Tuesday AAII-SIG meeting); [ Next meeting in January ] 10AM-1PM (4 th Saturday). AAII programs (3 rd Saturday) see aaii.com/chapters for event schedules. Free webinars at Better Investing (Stock Study, Ticker Talk & Roundtable) BIVIO, Stock Central & Manifest Investing. See websites to register. See newsletter or list of current events for prices & details. Visitors invited to join GTM and those who have attended three consecutive meetings are invited to join MICNOVA. Tuesday Jan 28 - BI DC Chapter Webinar , Google Docs - leave your email address at previous Chapter event or Register at www.betterinvesting.org
. 8-9 pm, Fee waived
Treasurer:

Cash on hand $2,063.30; portfolio value $ 29,430.20
as of November 27, 2013 valuation; Dividends: $15.50
Secretary: Minutes : October minutes approved unanimously.
OLD & NEW BUSINESS:

GoToMeeting: next MicNOVA GoToMeeting will be Thursday 12 December at 8:15 pm. Post quarterly report, updated SSG, Value
Line and other pertinent data a week before to club portfolio folder in BIVIO. Send email with attachments (incl ITK and PDF SSG)
Instructions for saving and loading documents to BIVIO are found in the Education folder of public documents.

Bob made a motion to buy 30 shares of Synaptics (SYNA) at market price. Phyllis 2 nd . Vote was passed at 9 for and 1 abstained.


Education : Jo
– on-line SSG pro demonstration.

Stock Presentation: Jo - Synaptics.

New Member: Jerry Long unanimously voted in as new member of MICNOVA
Stockwatcher reports:

AAPL: Sales up 4.2%, EPS 4.7%, PTP , ROE , debt up. Current PE=13.1, Cost was $321.00, price=$519.55 Hold

ABT : Sales 45.1%, EPS 59.8%, PTP , ROE flat, debt up. Current PE=21.1, Cost was $48.55, price=$48.55 Hold

ABBV : Sales up 4.4%, EPS NMF, PTP even, ROE NMF, debt zero. Current PE=25.5, Cost was $33.33, price=$47.85.
Hold

CHRW : Sales up 15.1%, EPS 5.1%, PTP up, ROE up, Debt zero. Current PE=16.2, Cost was $56.13, price=$58.79. Watch

COH : Sales 0.9%, EPS 0.1%, PTP , ROE even, Debt . Current PE=14.9, Cost was $56.62, price=$53.95. Challenge

CTSH: Sales up 20.4%, EPS up 20.7%. PTP even,ROE even, Debt zero. Current PE=25.2, Cost was $60.75, price=$94.37 Watch

XOM: Sales 2.9%, EPS 15.0%. PTP up, ROE up, debt . Current PE=12.1, Cost was $61.21, price=$95.28 Hold

INTC: Sales up 0.2%, EPS up 0.2%, PTP up, ROE , debt up. Current PE=13.0, Cost was $20.13, price=$24.38. Hold

MSFT: Sales up 15.7%, EPS up 18.3%, PTP up, ROE up, debt up, Current PE=14, Cost was $25.44, price=$37.59. Hold

NOV: Sales up 8.8%, EPS up 4.2%, PTP , ROE , debt up. Current PE=15.1, Cost was $68.84, price=$82.97. Hold

QCOM: Sales up 33.1%, EPS up 21.8%, PTP , ROE up, debt zero, Current PE=18.3, Cost was $62.94, price=$71.84 Hold

TROW: Sales up 14.9 %, EPS up 6.7%, PTP up, ROE up, debt zero. Current PE=21.3, Cost was $73.30, price=79.83. Hold
Buys and Sells : Motion passed to buy 30 shares of Synaptics (SYNA) at market price.
Stockwatchers identified: updated November 26, 2013: note new stockwatcher report dates & earnings dates
Ticker
Stock
Watcher
1 AAPL Bob
2 ABT Kathy
3 ABBV Kathy
4 BRLI Wilbert
5 CHRW Patricia
6 COH Phyllis
7 CTSH Ty
8 XOM Linda
9 INTC
10 JPM
Lily
Jo
11 MSFT Lily
12 ORCL Wilbert
13 NOV Sheryl
14 QCOM Phyllis
15 TROW Linda
Bought price
Date
Bought
11.27.13 price
321.00 06/21/11 544.63
48.55 11/23/10 38.24
33.33 01/02/13 48.53
18.98 02/22/12 30.40
56.13 08/16/12 58.70
56.62 10/18/12 56.76
60.75 09/27/11 94.97
61.21 05/25/10 93.82
20.13 04/27/11 23.79
45.02 04/27/11 57.74
25.44 09/17/09 37.61
29.30 03/27/12 35.22
68.84 12/20/12 81.36
62.94 12/20/12 73.36
73.30 09/19/13 81.04
% of portfolio shares
9.3% 5
4.0% 31
5.1% 31
5.2% 50
7.4% 37
6.8% 35
6.5% 20
6.4% 20
4.9% 60
4.9% 25
6.4% 50
6.0% 50
9.1% 33
10.0% 40
8.3% 30
Earnings date
23 Jan 2014
20 Jan 2014
27 Jan 2014
2 Dec 2013
3 Feb 2014
20 Jan 2014
03 Feb 2014
27 Jan 2014
17 Jan 2014
14 Jan 2014
23 Jan 2014
16 Dec 2013
31 Jan 2014
29 Jan 2014
28 Jan 2014
Q 4
Q 2
Q 4
Q 4
Q 4
Q 4
Q 2
Q 2
Q 4
Q 1
Q 4
Quarter Stockwatcher reports at meeting date
Q 1 Feb, May, Aug, Nov
Q 4
Q 4
Q 4
May, Aug, Nov, Feb
May, Aug, Nov, Feb
Mar, Jun, Sep, Dec
Feb, May, Aug, Nov
Nov, Feb, May, Aug
Jun, Sep, Dec, Mar
May, Aug, Nov, Feb
May, Aug, Nov, Feb
May, July, Oct, Jan
May, Aug, Nov, Feb
Oct, Jan, Apr, July
May, Aug, Nov, Feb
Feb, May, Aug, Nov
May, Aug, Nov , Feb
We will do the Stockwatcher reports one month after the earnings come out. Morningstar updates within 2-3 days of that.
The Stockwatcher reports could be put on the calendar. (Nasdaq.com lists the earnings dates)
NEXT ACTIONS:
1.
GoToMeeting: the next MicNOVA GoToMeeting will be Thurs,12 December at 8:15 pm
2.
Stockwatchers for next month: BRLI
Phyllis will maintain watch list; Ty will maintain Portfolio review
3.
Stock Research for next month:
– Bring your ideas - TBD at GTM
Respectfully submitted, Sheryl Patterson