HIA Meeting – March 10: Marvin Appel of Systems & Forecast

HIA Meeting – March 10: Marvin Appel of Systems & Forecast

“HOW TO USE MACD IN YOUR TRADING: PEARLS, PITFALLS & A HIGH-YIELD BOND STRATEGY”

  • Main Program 8:30am – 10:15
  • SIGs begin at 10:30am
  • Joint meeting with AAII

Marvin Appel
President, Signalert Asset Management

The moving average convergence/divergence indicator (MACD) has remained a popular trading tool since Gerald Appel developed it nearly 40 years ago. This presentation will introduce the indicator and describe how you can use it as a trend-following indicator so you can jump on board with potentially strong market trends. Marvin Appel will also discuss using MACD to identify when the market is overextended and likely to change direction. In the second part of the talk, Appel will present a strategy for trading high-yield bond mutual funds designed to remain invested during the majority of the time that the market climate is favorable, while reducing exposure to the significant corrections that batter high-yield bonds from time to time.

YOU WILL LEARN

  • How to use the moving average convergence/divergence indicator (MACD) to identify market trends
  • How to use MACD to identify potential reversal points
  • How to trade high-yield bond mutual funds

BIO

Marvin Appel is president of Signalert Asset Management in Great Neck, New York, which manages $220 million in client assets in mutual funds, exchange-traded funds and individual stocks and bonds using active asset allocation strategies. Appel originally trained as an anesthesiologist while concurrently earning a Ph.D. in biomedical engineering from Harvard University. In 1996, he changed careers and joined his father in the field of investment management. Appel is the editor of Systems and Forecasts, a highly regarded newsletter on technical analysis that his father, Gerald Appel, started in 1973. Appel’s books include “Higher Returns from Safe Investments: Using Bonds, Stocks and Options to Generate Lifetime Income” (Prentice-Hall, 2010), and “Investing with Exchange-Traded Funds Made Easy” (FT Press, 2006). Appel and his father also co-wrote “Beating the Market, 3 Months at a Time” (Prentice-Hall, 2005). Appel has been featured on CNBC, CNNfn and CBS MarketWatch.


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Upcoming HIA Programs

The following programs are planned for future HIA meetings. 

2018

  • March 10: Marvin Appel of Systems & Forecast . Main speaker at 8:30-10:15. Joint with Houston Chapter of AAII. 
  • Remainder of 2018: Second Saturdays of each month (unless otherwise noted) @ Trini Mendenhall Community Center

If you have suggestions for speakers or topics, please forward them to VP Programs: Jimmy Hixson JimmyHixson@houstoninvestors.com or one of the other Board members.

Meeting Location

HIA meets at the Trini Mendenhall Community Center, 1414 Wirt Road, Houston, Texas 77055. There is ample free parking at the center.  Room location varies, so look for notice on entry to the center. 

View Map

 

HIA Meeting – February 10: David Loesch with DRL Group – Rates Going Up, Why Buy Bonds?

HIA Meeting – February 10 @ Trini Mendenhall Community Center: David Loesch with DRL Group – Rates Going Up, Why Buy Bonds?

  • How did the Tax Bill impact MUNI’s?
  • How much of your investible assets should be in MUNI’s?
  • Are you paying a management fee for your MUNI’s?
  • Rates ARE going up this year…..how will this impact the
    Fixed Income Markets?
  • Who is your counter-party?
  • Should you care?

David Loesch has specialized in fixed income trading for the last 24 years, covering all areas of the bond markets. He primarily trades A rated or higher insured MUNI bonds, while constantly collaborating with other dealers in the marketplace bidding on issues and making markets in certain securities. David currently deals with large institutional accounts on fixed income transactions and also has a large retail client base which gives great insight on what the markets are looking for and how the retail world looks at current events in addition to how it impacts them on a personal level.

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Downloads from HIA Meeting – January 20 – Craig Israelsen – Building Diversified, Low-Cost Portfolios for Retirement

Downloads from

HIA Meeting – January 20 – Craig Israelsen – Building Diversified, Low-Cost Portfolios for Retirement

Downloads from main speaker

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New Location – Exciting Programs – New way of paying dues

New Location – Exciting Programs – New way of paying dues

  • This month we are holding a special joint meeting with Houston Chapter of AAII featuring a nationally known author and speaker. HIA is covering part of the program cost from our dues, so it is urgent that HIA members are fully current in dues, prior to the meeting. 

Future meetings of HIA will be at our new location, the  Trini Mendenhall Community Center, 1414 Wirt Road, Houston, Texas 77055. The location offers a guaranteed venue for our activities (no last minute site changes), ample free parking and easy access. Best of all, it will reduce HIA expenses and allow us to put on a wider range of programs.

However, the Mendenhall Center’s policy prohibits us from collecting any payments at the site of the meeting. So if you have not yet renewed your membership (due last October) for this year, please do so ASAP with our online payment system. 

Please Join or Renew Your Membership NOW!

If you have already paid your dues for this year, thank you! If not …

Click on the link below to go to our website and find full instructions for joining HIA or renewing your membership. 

Join or Renew Membership (http://houstoninvestors.com/wp/join-hia/)
 

MEMBERSHIP FEES:

  • Individual Membership —  $75 
  • Family Membership — $85 
  • Full-time students with IDs may join for free.

HIA Meeting – January 20 – Craig Israelsen – Building Diversified, Low-Cost Portfolios for Retirement

HIA Meeting – January 20 – Craig Israelsen – Building Diversified, Low-Cost Portfolios for Retirement

  • Please arrive by 8:20 am for registration. Check in at the HIA table (not the AAII table!)
  • HIA needs volunteers to arrive at 8:00 am to help set up the room.
  • Some breakfast food items will be available on a first-come basis. 
  • SIGs  and business meeting follow main program

We will hold a meeting jointly with the Houston Chapter of the American Association of Individual Investors featuring special guest speaker Craig Israelsen, author of 7Twelve: A Diversified Investment Portfolio with a Plan. His topic will be

“Building Diversified, Low-Cost Portfolios for Retirement”

Craig Israelsen will provide a comprehensive 48-year review of “why” and “how” we build a diversified portfolio. In addition, several ultra low-cost diversified portfolios will be outlined. The 7Twelve Portfolio philosophy will be introduced.

Attend This Meeting and Learn…
The “why” of portfolio diversification
The “how” of portfolio diversification
The “next steps” to actually build and manage an ultra low-cost retirement portfolio


Downloads from this meeting

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HIA Meeting – December 9 – HIA Stockmarket Roundtable

HIA Meeting – December 9 – HIA Stockmarket Roundtable

Main Meeting: Stockmarket Roundtable

Moderator: Steve Hatridge. Panel: Jeff Friedberg, Dan Marburger & Larry Smith

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.

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HIA Meeting – Nov 11 – Barry Scoles (Georgetown Mortgage LLC) – Reverse Mortgages

HIA Meeting – Nov 11 – Barry Scoles (Georgetown Mortgage LLC) – Reverse Mortgages


Barry Scoles (Georgetown Mortgage LLC) – Reverse Mortgages

As of Q2 2017, US homeowners age 62 or older hold $6 Trillion of equity in their homes. For the average homeowner this represents over 50% of their total net worth. With retires living longer, and the cost of retirement increasing, understanding how to safely and effectively monetize and leverage home equity has become increasingly important. Many Financial Advisors view Reverse Mortgages as an attractive way to improve retirement portfolio duration and to hedge longevity risk. According to Michael Gordon, Managing Director and Head of Retirement Insurance and Strategic Solutions at BNY Mellon, “Reverse Mortgages are an important asset class that will stabilize the fee base of asset managers and reduce the fiduciary risk of their clients running out of money in retirement.” For these reasons and more, getting the facts about FHA-Insured Reverse Mortgages will be time well spent.

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Downloads from September 9 HIA Meeting

Downloads from

HIA Meeting, September 9 – John O’Keefe – Investor Relations

From SIGs

3 HIA Income Sec
3.1 HIA global
3.2 overall
4 MDI Port
5 MDI Port pro
8 nasdaq
9 Nasdaq
11 Nasdaq
12 Nasdaq
Hia_income_9-9-17.xls

Member Generated Charts (Pat Finegan, Leigh Anderson, John Godell)

 

HIA Meeting, September 9 – John O’Keefe – Investor Relations – University Center

HIA Meeting, September 9 -John O’Keefe – Investor Relations – University Center

John spent about 20 years as an Investor Relations professional interfacing with Wall Street, major investors and everyday investors. The talk will describe the types of people he worked with both inside the Company and in the Investment Community, how financing transactions get done, how M&A transactions work with public companies. He will attempt to describe how best you can benefit from using an IR professional at the companies you invest in.

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HIA Meeting – August 12: Chris Tomlinson, Business Editor for Chronicle

HIA Meeting – August 12: Chris Tomlinson, Business Editor for Chronicle

Chris Tomlinson has written commentary on business, energy and economics for the Houston Chronicle since 2014. Before joining the Chronicle, he spent 20 years with The Associated Press reporting on politics, conflicts and economics from more than 30 countries in Africa, the Middle East and Europe. He’s also the author of the New York Times bestseller Tomlinson Hill, and he produced the award-winning documentary film by the same name. Both examine the history and consequences of race, politics and economics in Texas.

TOPIC:What is going on in business around Houston. After his 15 minute talk he will take questions. Come prepared to ask questions.   Continue reading

Downloads from July 8 HIA Meeting

Downloads from

HIA Meeting – July 8 – HIA Stockmarket Roundtable

From SIGs

Main Program

Member Generated Charts (Pat Finegan, Leigh Anderson, John Godell)

 

Downloads from June 10 HIA Meeting

Downloads from 

HIA Meeting – June 10 – Andrew Oskoui

From SIGs

Main Speaker

 

HIA Meeting – June 10 – Andrew Oskoui – University Center

HIA Meeting – June 10 – Andrew Oskoui – University Center

Andrew Oskoui, CFA, will be presenting on the strategy of his firm, Blue Tower Asset Management. It is a stock market strategy which aims to outperform the market through superior security selection. Two dominant approaches used on Wall Street today are quantitative investing and value investing. Blue Tower’s philosophy is to bridge the best practices of these two approaches by using recommendations generated by algorithms to create short lists of companies. These companies are then evaluated using classic value investing due diligence methods. This combined approach finds hidden opportunities that most people might overlook while at the same time avoiding value traps to which a purely quantitative strategy may fall victim.

Andrew will also describe the methods of odd-lot tender offer arbitrage. It is hoped that audience members will leave the talk with a new tool which may be useful to them during future market opportunities.

Andrew Oskoui, CFA, is the portfolio manager and founder of Blue Tower Asset Management, an independent investment advisory offering a value investing strategy in managed accounts. He lives in Austin, Texas. Prior to his career in finance, Andrew worked as a biomedical engineer on research projects involving pharmaceutics, nanotechnology, and genetics.  Continue reading