Specialist

Tuesday Income Group

Our group discuss a wide range of income generating instruments. Quoted dividend paying companies are usually the biggest topic for discussion; but we also discuss dividend paying Investment Trusts (including REITs) and ETFs, bonds (government and corporate), and preference shares.

One Planet

Our group is interested in sustainable investing and our goal is to identify and evaluate businesses that will thrive through innovation and their transition to a ‘One Planet Economy’. By leveraging the skills of group members, we aim to deeply understand these businesses, particularly focusing on how they develop long-term valuable benefits for their customers. Each year, we plan to evaluate around seven businesses to identify opportunities where our valuation exceeds the market price. A successful outcome is defined as achieving ...

US Small & Mid Cap Group

This Group considers both US Small Caps (up to $2bn Market Cap) and Mid Caps (up to $10bn market Cap). Meetings include discussions around buys / sells / watchlists, a short Macro discussion and discussions led by group members on companies or topics of their choice.

USA Group

This group is for those interested in investing in the USA. It is open to all investors with a special interest in this area and all levels of experience are welcome. A typical meeting will have a discussion on a particular market issue or a presentation by a member or external speaker on a subject of interest to the group.  All members are expected to play a part in presenting and to take an active role in making the group of ...

Traded Options- Options Group (SigOps)

The Options group has been meeting monthly for some 20+ years and new members who are either trading or interested in trading options are always welcome. Our members trade options predominately on both UK and USA shares, indices, currencies and commodities.

Technical Evaluation Group

All levels of experience welcome.  A typical meeting agenda includes: – Macro Environment – Trades: Members review existing positions and identify securities with promising TA entry patterns or setups and with suitable risk/reward. Any security, long, short, futures, options may be considered. The convener takes actual positions in trades and maintains his own detailed ledger, accurately measuring performance of individual securities and cumulative activity. Members are notified by e-mail prior to the entries or exits that are decided upon. Following each meeting an ...

Technical Analysis in Support of Investing

This group is for investors rather than technical traders. Although we mostly invest on the basis of Fundamental Analysis, we believe that Technical Analysis can be used to help decide the timing of entering, adding, reducing and exiting investments. Meetings include presentations by group members on specific topics, and on recent decisions made with the input of technical analysis.

Scottish Technical Traders

The group, which covers Scotland and is open to members from wider afield, focuses on 'Technical Trading' rather than 'Investing'. The group will discuss topics such as swing trading, stop losses, position sizing, chart patterns, support and resistance, indicators, price targets, positive expectancy, trade management, trading systems, trade ideas and evaluation, trade planning, leading and lagging sectors, leading and lagging participants within sectors, trade journals, and the 'Tools of the Trade'. The majority of the group have both longer-term investments and ...

Waterloo New Specialist Group

This group was set up as a forum to discuss companies in detail, each company is introduced by a member and discussion may last one or two hours. Membership is by invitation only and is for experienced investors. Please email info@sharesoc.org before registering in order to enquire about a place.

Intermediate Group

An online group for those who already have some experience in investing.  Covering topics such as finding companies to invest in, financial statements and ratios, valuation / margin of safety, analysis of companies and investment trusts and exchange traded funds.

Waterloo First Specialist Group

This group was set up as a forum to discuss companies in detail, each company is introduced by a member and discussion may last one or two hours. Membership is by invitation only and is for experienced investors. Please email info@sharesoc.org before registering in order to enquire about a place.

Equity Income Group

The Equity Income Group welcomes investors of all levels of experience, from beginners to advanced.  The focus of meetings is on dividend paying Investment Trusts, though there is also discussion around individual shares.