HIA Meeting – December 9 – HIA Stockmarket Roundtable
Main Meeting: Stockmarket Roundtable
Moderator: Steve Hatridge. Panel: Jeff Friedberg, Dan Marburger & Larry Smith
Note: Roundtable begins at 10:45AM
Topic: HIA Roundtable discussion of the economy, the stock market and your stock recommendations (and/or ETF’s, REITs, MLP’s, mutual funds, bonds, cash, etc). As we have done in the past, Steve will request the audience to refrain from asking questions to the panelists, until we have completed the roundtable discussion.
HIA’s December 9, 2017 Agenda
— 08:30 AM —
Trading 101 SIG: Speaker: John Godell
Topic: Big Picture Review and Eight Market Conditions
John will present a short review of the Big Picture. Then discuss trading by understanding the 8 Market Conditions. Settings for Daily/Hourly and 5min charts will be handed out.
— 09:30 AM –
Stock Market SIG: Speakers: Dennis Porsnak
Topic: Income Fund 2017 Review
Dennis will review the 2017 income fund, winners losers, what worked, and what worked for income investors in 2017.
Market Outlook SIG: Will not be held this month
— 10:30 AM –
Club Business: President: Robert Tchoryk
— 10:45 AM –
Main Meeting: Panel Moderator: Steve Hatridge
Panel: Jeff Friedberg, Dan Marburger & Larry Smith
Topic: HIA Roundtable discussion of the economy, the stock market and stock recommendations (and/or ETF’s, REITs, MLP’s, mutual funds, bonds, cash, etc).
As we have done in the past, Steve will request the audience to refrain from asking questions to the panelists until we have completed the roundtable discussion.
The roundtable discussion will proceed in the following sequence:
We will begin the discussion with a five (5) minute summary by each panelist of his outlook for the economy and the stock market during the remainder of 2017 and the first half of 2018.
After the initial presentations on the expectations of the economy and the stock market, each panelist will have two (2) minutes to pose questions to other panelists on their respective outlooks of the economy and the stock market. Some or all of this time also may be used to add to the panelist’s initial presentation on the economy and stock market outlook.
Next, each panelist will have six (6) minutes to present his specific stock recommendations (and/or ETFs, REITs, MLPs, mutual funds, bonds, cash, etc.) for the remainder of 2017 and the first half of 2018.
Each panelist will then be given two (2) minutes to ask questions of the other panelists.
The above Roundtable discussion should take about 45 minutes, following which Steve will conduct a 15-minute Q&A session for the audience to ask questions of the panelists. Following the Q&A, we will close the Roundtable session.
Upcoming HIA Programs
The following programs are planned for future HIA meetings.
- December 9 @ U of H University Center: - HIA Stockmarket Roundtable
- January 20 (THIRD SATURDAY) @ Trini Mendenhall Community Center: Special early program joint with Houston Chapter of AAII. This will feature Craig Isrealsen’s visit and discussion of his 7Twelve Portfolio. Main speaker 8:45-10:15. SIGS will follow.
- February 10 @ Trini Mendenhall Community Center: David Loesch with DRL Group - http://www.drlgroup.net/
- Remainder of 2018: Second Saturdays of each month @ Trini Mendenhall Community Center
Beginning January 20, 2018, all meetings of HIA will be at Trini Mendenhall Community Center, 1414 Wirt Road, Houston, Texas 77055. With the exception of January, meetings will be on the second Saturday of each month.
HIA meets at University of Houston in the Student Center North Senate Chamber Room.
Take SC South elevator to 2nd floor, turn right and winding your way north to the
SC North Building and on to the north end and or your right is the Senate Chamber Room
University Center (Student Center, building 565) 4455 University Dr.
Houston , TX 77204
Parking is available in parking lot 20A to the east of the UC, on Calhoun. Other parking is sometimes available, but on your first visit it is easier to park in lot 20A.
Beginning in January 2018, HIA will meet at the
Trini Mendenhall Community Center
1414 Wirt Road
Houston, Texas 77055