posted Mar 28, 2012 8:18 PM by Mike Gamble
Using
Investor’s Business Daily to Maximize your Profits
discussed by:
Ed
Ramirez, IBD Education Specialist, Investor’s Business Daily
In an
extensive study of the greatest winning stocks over the past 125 years, the
biggest winners shared seven common characteristics before they make big price
moves. Identifying these seven characteristics in companies today can help you
find which stocks are most likely to be the next top-performers. Attend this
class and discover out how to quickly identify leading stocks while learning to
make better buy and sell decisions. At the end of the class you’ll walk away
with a watch list of stocks and an action plan for successful investing.
Attend This Meeting and Learn:
·
The seven common characteristics of the best performing stocks
throughout history.
·
How to determine the leading and lagging sectors in the market
·
How to use Investor’s Business Daily and Investors.com to find
winning stocks.
About Ed
Ramirez:
Ed Ramirez is a national
education speaker with Investor's Business Daily. Mr. Ramirez presents introductory
investing workshops and seminars to individual and professional investors,
guiding investors in researching and spotting emerging growth stocks that meet
the Investor’s Business Daily’s CAN SLIM criteria.
All who attend will receive a free copy of William O’Neil’s 24
Essential Lessons for Investment Success and will be eligible for discounts on
Investor’s Business Daily subscriptions and products.
Focus Presentation:
"Book
Report on the Ivy Portfolio” by Rohit Millstein
The book “The Ivy Portfolio” shows an investor
how to Track and mimic the investment strategies of the highly successful
Harvard and Yale endowments.
Time:
9:30 am
Registration/Social/Refreshments
10:00 am
Focus Presentation
10:30
am Program Start
12:00
pm Q & A
Registration Fee:
$20 for non-members
$15 for members with
advance registration (members may use PayPal by clicking this link ).
Registration
Form:
coming
Location:
Sosa Community Center
1414 Wirt Road
Houston, TX 77055
713-956-0881
Refreshments:
Snacks will be provided
For More Info:
aaiichapter_houston@yahoo.com |
posted Feb 2, 2012 3:44 PM by Mike Gamble
[
updated Feb 15, 2012 9:20 AM
]
NAVIGATING THE ROUGH
WATERS AHEAD
discussed by:
Mike Robertson, CEO & Chief Investment
Officer, Robertson Wealth Management
Understanding overall market direction is the
single most important factor that determines market success. Mike Robertson focuses on demographics and
how understanding trends, consumer spending habits and population growth can
help people make more informed decisions about their financial future. You may
not be able to control what the future holds, but you can learn to control how
it impacts you. It's much like driving along a dark mountain road, would you
rather know what lies ahead or behind?
Attend This Meeting and Learn:
·
How to control risk in the rough times
·
How understanding demographics can help you protect your
portfolio
·
How to identify long-term trends which can help achieve key
financial objectives.
Reasons to Attend:
·
Are you prepared for market 7500?
·
Where should you invest now?
·
When will we see the next bull market?
About Mike Robertson:
Mike Robertson is CEO and Chief Investment
Officer of Robertson Wealth Management, LLC, and host of “Straight Talk Money”
on 1110AM/KTEK. Mike has been in the financial industry for 36 years and
specializes in creating tax-efficient portfolios and retirement distribution
strategies, with an emphasis on controlling risk. Mike has been quoted in such
publications as the Houston Chronicle, Money Magazine, Business Week, The New
York Times, Research Magazine and On Wall Street. He is a member of numerous boards including
the Harry S. Dent Foundation Advisory Board, Ed Slott Advisory Board, First
Allied Securities Chairman Executive Counsel and Bill Good Marketing Board of
Directors. Mike hosts “Straight Talk
Money” weekdays from 8am to 9am on 1110AM/KTEK in Houston. The focus of the show is exactly what the
name implies, “Straight Talk” about investing and finances and “Straight
Answers” to listener questions. Mike is a Registered Principal offering securities through First Allied Securities Inc, member FINRA SiPC.
Time:
6:00 pm Registration/Social/Refreshments
7:00 pm Program Start
8:00 pm Q & A
Registration Fee:
$20 for non-members
$15 for members with advance registration (members may use PayPal by clicking this link ).
Registration Form:
see attached
Location:
Sosa Community Center
1414 Wirt Road
Houston, TX 77055
713-956-0881
Refreshments: Snacks will be
provided
For More Info:
aaiichapter_houston@yahoo.com |
posted Dec 29, 2011 5:21 PM by Mike Gamble
[
updated Dec 29, 2011 5:23 PM
]
THE TREND IS YOUR FRIEND,
TILL IT BENDS!
discussed by:
Michael W. Covel, President,
Trend Following
Michael Covel will
share a wide-ranging perspective into trend-following trading, covering the
foundations, the philosophy and the winners.
Attend This Meeting
and Learn:
- Who the winners are
- Why and when they win
- How to apply trend trading principles to your own account
Reasons to Attend:
- This conversation is never heard on CNBC
- If you have been a buy-and-hold or value investor
losing for a decade, this will be a breath of fresh air
- If you still want a chance to get rich, trend-following
is a viable option
About Michael W. Covel:
Michael W. Covel is
the author of “Trend Commandments” (FT Press, 2011) and “The Little Book of
Trading” (John Wiley & Sons, 2011). Covel’s
past bestsellers include “Trend Following” (FT Press, 2009) and “The Complete
TurtleTrader” (HarperCollins, 2009). Covel also directed the documentary film
Broke: The New American Dream (Nature Nurture Productions LLC, 2009).
Time:
9:00 am Registration/Social/Refreshments
10:00
am Program Start
11:30
am Q & A
Registration
Fee:
$20 for non-members,
and for members "at-the-door"; or
$15 for members with advance registration (members may use PayPal by clicking this link ).
Registration Form:
see attached
Location:
University of Houston, University Center (UC)
Underground Mediterranean Room (Room #91)
210 University Drive, Houston, TX 77024
(Free parking in garage, entrance on Calhoun Road)
http://maps.yahoo.com
Refreshments:
Snacks will be provided
For
More Info: aaiichapter_houston@yahoo.com |
posted Oct 10, 2011 2:20 PM by Mike Gamble
[
updated Oct 10, 2011 2:26 PM
]
WHAT’S INSIDE YOUR ETF?
discussed by: Michael Rawson, ETF Analyst, Morningstar
Exchange-traded funds (ETFs) are often touted as a tax-effi cient, transparent investment. But that is not always the case. In this presentation, Michael Rawson of Morningstar will discuss how to analyze ETFs and why you should not just rely on the name of the ETF when selecting investments. ETFs that off er exposure to diff erent asset classes can have diff erent tax treatments and may not give you the precise exposure you expect. He will conclude with a discussion of investment ideas for the current environment.
Attend This Meeting and Learn: - How to research and analyze exchange-traded funds (ETFs)
- About the tax treatments of diff erent ETF asset classes
- About investment ideas for the current economic climate
Reasons to Attend: - Develop an exchange-traded fund (ETF) investment research process
- Learn how ETFs achieve exposure to various asset classes and learn about tax treatment and trading issues
- Generate ETF ideas for the current investing environment
About Michael Rawson: Michael Rawson is an exchange-traded fund (ETF) analyst with Morningstar, where he works on asset allocation using ETFs. Prior to joining Morningstar, he worked for Allegiant Asset Management, where he worked as a quantitative equity analyst and assistant portfolio manager of active and index equity mutual funds. He earned a Master of Science in fi nance from the University of Wisconsin at Madison and is a CFA charterholder.
Time:
6:00
pm Registration/Social/Refreshments
7:00
pm Program Start
8:00
pm Q & A
Registration
Fee:
$20
for non-members, and for members "at-the-door"; or$15
for members with advance registration (members may use PayPal by clicking
this link ).
Registration
Form: see attached
Location: Sosa
Community Center 1414
Wirt Road Houston,
Tx 77055 713.956.0881
Refreshments: Snacks will be provided
For
More Info: aaiichapter_houston@yahoo.com
|
posted Aug 4, 2011 10:04 AM by Mike Gamble
Investment Strategy in Volatile Markets
Presented by:
Carl Birkelbach, Founder, Chairman and Chief Executive Officer, Birkelbach Investment Securities, Inc.
The Standard & Poor's 500 Index has dropped from 1500 to 800 twice in the last dozen years. Yet, many financial advisors are still urging clients to cling to a buy-and-hold strategy. These threadbare habits helped shatter portfolios in both bear markets of the last decade. To protect investors against a recurrence, investment strategist Carl Birkelbach will reveal three critical keys for success in the volatile markets he expects to continue.
Attend This Meeting and Learn:
How to apply:
§ A buy-low-sell-high strategy that really works, not buy-and-hold paralysis
§ Flexible exchange traded funds to replace mutual funds
§ Active investing instead of a passive approach
Reasons to Attend:
§ Investors must adjust to markets that are up half the time and down half the time.
§ Those who are disenchanted with mutual funds and Internet trading realize they're on their own.
§ Against this backdrop, investors need to implement new investment selection criteria and timing strategies.
Speaker's Biography:
Carl M. Birkelbach is founder and chairman of Chicago based Birkelbach Investment Securities, Inc. (BIS) and Birkelbach Management Corp. He became known as the "Lone Bull" for being one of the few commentators who, in the sideways-moving market of the 1970's and early 1980's, foresaw the bull market of the rest of the 1980's and 1990's. Nearly a quarter century later, with the Dow below 11,000, he accurately forecast its climb to over 14,000-but urged caution almost as soon as the market peaked. And in March 2009 he was one of the few to accurately call the 2008-09 Bear Market's bottom.
Carl has applied his 40-plus years of investment experience as author of "Stock Market Forecasting through Charting" and-in the works-"Handbook for Volatile Markets," as editor of more than 500 BIS Investment Strategy Letters, as a speaker to the 2009 AAII national conference and 17 AAII chapters across the U.S. and as a member of the AAII Speakers Bureau.
The lifetime AAII member also has appeared frequently as a market commentator on TV and radio news shows and as a quoted source in the Wall Street Journal, Business Week, Barron's, Reuters and other business/financial journals and global news services.
(See http://www.my-broker.com/PressRoom/medialinks.htm.)
Focus Presentation:
"More Ways to Generate Income" lead by Rohit Millstein
The most popular topic among members is how to generate more income. We will explore ways to generate more income that are available in the market place today, such as preferred stocks, closed end funds and writing calls on high dividend paying stocks.
Time:
9:00am Registration/Social/Refreshments
9:30am General Chapter Business
10:00am Focus Presentation
11:00am Program Start
12:15pm Q&A
Registration:
$20 for non-members & members "at-the-door"; or
$15 for members with advance registration - you may:
Pre-pay with PayPal by clicking this link ; OR
Mail your check to the Treasurer using this Registration Form .
Location:
University of Phoenix Westside Learning Center
11451 Katy Freeway
Houston, TX 77079
Refreshments:
Lite snacks will be provided
More Information:
Still have questions? For more information, please email the chapter at aaiichapter_houston@yahoo.com. |
posted Apr 14, 2011 8:26 PM by Mike Gamble
[
updated Apr 28, 2011 3:05 PM by Gus Bernard
]
Navigating the 21st Century
Discussed by:
Delos Smith, president of Delos Smith and Associates
Delos will discuss the national and international environment and its implications for the U.S. economy. He will focus on current events with the most potential to impact our economic future. What are the major factors and issues? Where are we in the business cycle? What is the role of the Federal Reserve Board, and how important is it? How much could fixing our infrastructure contribute to solving the unemployment problem?
Attend This Meeting and Learn:
· How effective the Federal Reserve has been during the current crisis
· Whether dramatic cuts in expenditures and increases in taxes are the solution to our budget woes
· How effective the new financial regulations have been, and whether we need more
Reasons to Attend
· Learn the strengths and weaknesses of our economy
· Ask questions and get expert analysis of current issues
· Take a strategic perspective on factors affecting your investments
Speaker's Biography:
Delos R. Smith was the senior business analyst for the Conference Board for 46 years and has taught at Fordham University, NYU and the University of Maryland. Currently, Mr. Smith is president and chief economist of Delos Smith and Associates. He is on the executive committee of the National Multi-Modal Transportation Steering Committee and a consultant to the chairman of the board of the World Future Society. He has given more than 200 presentations to over 40 AAII chapters across the country.
Time:
6:00 pm Registration/Social/Refreshments
7:00 pm Program Start
8:00 pm Q & A
Registration Fee:
-
$20 for non-members, and for members "at-the-door"; or
Registration Form:
http://www.aaii.com/localchapters/pdfs/20110503_Houston.pdf
Location:
Sosa Community Center
1414 Wirt Road
Houston, Tx 77055
713.956.0881
Refreshments: Snacks will be provided
For More Info: aaiichapter_houston@yahoo.com
|
posted Jan 23, 2011 12:41 PM by Mike Gamble
[
updated Apr 28, 2011 2:17 PM by Gus Bernard
]
HOW TO INVEST NOW FOR INCOME WITHOUT LOSING YOUR PRINCIPAL
SPEAKER: Don Cassidy, President, Retirement Investing Institute
While with
Lipper for 16 years, Don Cassidy studied income-oriented mutual funds’ returns
and had found some clear patterns suggesting what investors should and should
NOT do in choosing income securities. His conclusions will surprise you and
help reshape your thinking in capital-preserving ways. He will point out the
most common and easily made mistakes that investors make in income investing,
and will highlight areas often overlooked.
ATTEND THIS
MEETING TO LEARN:
- How to improve your income without
taking on hidden high risk; and
-
How to protect your income stream and capital against returning inflation.
REASONS TO ATTEND:
- Learn an ironic twist about investing for income, which many investors do not know; and
- Ask questions of an expert!
SPEAKER’S BIOGRAPHY:
Don Cassidy, Program Chair of the Denver AAII chapter, has given over 190 talks to AAII groups, including the national convention last November. He is the author of five books on personal investing, including “Plugging Into Utilities.” Don is a graduate of the Wharton School, and a member of the CFA Society of Colorado; he serves on the CFA Society’s international speakers bureau.
TIME:
9:00am Registration/Social/Refreshments
9:30am Program Start
10:45am Breakout Session 1
11:45am Breakout Session 2
Breakout Sessions - There will be two 45 minute breakout sessions, with each of the four breakout groups listed below meeting during both sessions (you can attend two full sessions):
- Options Basics
- Technical Analysis
- Retirement Income
- Investment Decision Tools
REGISTRATION FEE:
-
$20 for non-members
& members "at-the-door"; or
-
$15 for members with advance registration - you may:
-
Pre-pay with PayPal by
clicking this link
; OR
-
Mail your check to the Treasurer using
this Registration Form
.
LOCATION:
University of Phoenix Westside Learning Center
11451 Katy Freeway
Houston, TX 77079
REFRESHMENTS:
Lite snacks will be provided, plus the school Deli will be open for your purchases.
MORE INFORMATION:
Still have questions? For more information, please email the chapter at aaiichapter_houston@yahoo.com.
|
posted Dec 8, 2010 5:31 PM by Mike Gamble
[
updated Dec 14, 2010 2:19 PM
]
Invest Using the Strategies of Wall Street Legends
Speaker: John P. Reese / CEO / Validea Capital Management, LLC
Learn to Leverage the Proven Stock Selection Methodologies of Investing Greats such as Warren Buffett, Peter Lynch and Ben Graham. John will discuss each strategy, their most important investment criteria and share the recent and long-term performance of each guru-based model. The presentation is appropriate for those interested in value investment strategies, long-term investing concepts, quantitative equity analysis and guru-based modeling. Mr. Reese is the author of two books on guru investing, the owner of two patents in the area of automated stock analysis, and a graduate of Harvard Business School and MIT.
ATTEND THIS MEETING TO LEARN:
-
how to generate market beating returns from proven stock selection methodologies
-
how a long-term investor can deploy an active strategy to maximize return potential
-
the detailed strategy and criteria of history's most successful investors
REASONS TO ATTEND:
-
understand the benefits of following a quantitative investing system
-
discuss the strategies of history’s greatest investing minds and find out if they still work today
-
understand why combining strategies together yields better risk-adjusted performance
SPEAKER’S BIOGRAPHY:
John P. Reese is founder and CEO of Validea.com, an Internet-based supplier of research and analytical tools for the individual and professional investors. John is a pioneer in the online investment research arena. He holds two U.S. patents in the area of automated stock analysis and is considered an expert in the field of quantitative stock selection using the strategies of investing legends. In addition, John is co-founder of Validea Capital Management, a separate account asset management firm serving individuals and companies, and also portfolio manager of two Canadian-based mutual funds (Omega Consensus American & International Equity Funds). He is co-author of the recently published investing book, “The Guru Investor: How to Beat the Market Using History's Best Investment Strategies”. John is a columnist for both TheStreet.com and Forbes.com and Canada’ Globe & Mail. He holds a master's of business administration from Harvard Business School and a bachelor's degree in computer science from the Massachusetts
TIME:
6:00 pm Registration/Social/Refreshments
7:00 pm Program Start
8:00 pm Q & A
Registration Fee: $15 member in advance, $20 "at-the-door" & non-members.
Registration Form: http://www.aaii.com/localchapters/pdfs/20110111_Houston.pdf
Location:
Sosa Community Center
1414 Wirt Road
Houston, Tx 77055
713.956.0881
Refreshments: Lite snacks will be provided, plus the school Deli will be open for your purchases.
for info aaiichapter_houston@yahoo.com
|
posted Nov 13, 2010 10:16 AM by Mike Gamble
[
updated Dec 8, 2010 3:08 PM
]
Your Houston Chapter wants to do all that it can to support the membership with the most relevant investment educational programs possible. We have completed our survey of area AAII members to learn what type programs you are interested in attending and what you expect to get out of them. Survey results are attached. Thanks again for participating in the survey. |
posted Oct 1, 2010 9:39 AM by Gus Bernard
[
updated Oct 1, 2010 10:20 AM
]
"Breaking Even is Not an Acceptable Strategy"
Speaker: Jason K. Womack, CEO, Signum Advisors, Inc.
When did losing less or breaking even become an acceptable strategy? For decades, investors have been told by big brokers and money managers to buy and hold and, in the long-term, they should make money. Since 2000, following that advice has left many portfolios negative or just breaking even. Investing in the stock market today requires accepting new market challenges that have no historical precedent and for which there is no benchmark. We believe it is time for a different perspective and a nimble risk/return strategy to confront these realities.
ATTEND THIS MEETING AND LEARN:
1. The impact of "High Frequency Trading" & Super-computers on Wall Street;
2. Parallels "Boomers" of today share with post- Civil War "age wave"; and
3. Every investment needs an exit strategy.
REASONS TO ATTEND:
1. Your kids are more tech savvy than you;
2. Your "long term" is now; and
3. You need help, not hype.
TIME:
6:00 pm Registration/Social/Refreshments
7:00 pm Program Start
8:00 pm Q & A
Registration Fee: $15 member in advance, $20 "at-the-door" & non-members.
Registration Form: http://www.aaii.com/localchapters/pdfs/20101109_Houston.pdf
Location: University of Phoenix, Westside Learning Center
11451 Katy Freeway, Houston, TX 77079
Refreshments: Lite snacks will be provided, plus the school Deli will be open for your purchases.
|
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