Houston Investors Association Meeting, Nov 14
Founder and President, SumGrowth Strategies
Topic: “True Sector Rotation: Breaking Through the Efficient Frontier?”
Automated “True Sector Rotation” enables investors to concentrate on strategy and portfolio construction without the burdensome and confusing process of selecting, tuning, and interpreting indicator algorithms. Its underlying mathematics optimally extracts trend signals from market data by employing the cross-disciplinary sciences of electronic signal processing and matched filter theory. By owning only the trend leader, one can simultaneously improve returns and reduce risk. Although complex “under the hood,” it’s simple interface and automated trade alerts make it easy to use. Continue reading
Houston Investors Association Meeting, October 10: Jeff Friedberg
Friedberg Investment Management
Topic: “What’s Wrong With Wall Street and What’s the Antidote?”
Also Q&A on individual companies.
Downloads are available below in the respective Agenda sections
Houston Investors Association Meeting, September 12: Dan Steffens — Overview of the energy markets — Skyline Room 223
Dan Steffens — Overview of the energy markets
(1) Overview of the energy markets (current price of OIL, reason for recent WTI price decline, expected future price behavior),
(2) Building dividend growth portfolio,
(3) and Specific review of new energy plays / stocks.
Houston Investors Association Meeting August 15, 2015 at University Center — Skyline Room 223
Downloads are available below in the respective Agenda sections
John Bott — Fixed Income
John manages all types of accounts and portfolios including individual investment accounts, tax deferred retirement plans, trusts for estate planning, and corporate financial management accounts. He has dealt in municipal, treasury, mortgage-backed securities, corporate bonds, commodities, futures, interest rate swaps and all types of mutual funds since 1975.
Download: John Bott Aug 15 2015 HIA final
Houston Investors Association Meeting July 11, 2015 at University Center
See below in each seesion to download presentations from this meeting.
Mid-2015 HIA Outlook and Roundtable
Stock Market Roundtable, a discussion of market conditions and outlook by selected HIA members and invited guests. Moderated by Cleve Fontenot. The panelists for the Roundtable will be Jeff Friedberg, Larry Smith, and James McWilliams. Continue reading
Cleve Fontenot sends the following announcement:
Al Robison passed away on Memorial Day.
Al was a charter member of HIA and served as the SIG leader for the
Stock Market SIG for about 20 years. For many of the membership he
introduced us to CANSLIM/IBD and how to use this system to make money.
Al was a board member of HIA for over 20 years. He was a key contributor
to the success of HIA over many years.
Cheers(In respect for Al we always signed off his email with “Cheers”.),
Houston Investors Association Meeting May 9, 2015
David Loesch: Fixed Income — University Center
TOPIC: how the DRL Group specializes in the bond market to help provide fixed income solutions for our clients while achieving higher yields in most cases.
David Loesch has specialized in fixed income trading for the last 20 years, covering all areas of the bond markets. David deals with everything from defaulted issues to AAA bonds to tax-exempt and taxable bonds. Continue reading
Houston Investors Association Meeting Apr 18, 2015 (3rd Saturday)
Downloads are in the Agenda section below
Topic: Mark Douglas says that “consistent winners have a different mind-set, that allows them to remain disciplined, focused, and above all, confident in all conditions”
Question: What is the mind –set of a consistent winner? Continue reading
For the next several meetings, HIA will return to the Student Center at the University of Houston. See schedule and location information below. Meeting dates will vary between 2nd and 3rd Saturdays of the month. Always check meeting announcements for time and place.
Upcoming HIA Programs
The following programs are planned for future HIA meetings. See Locations for directions to the meetings
- April 8: John Godell, special two-hour presentation (starts at 9:30) "Trading methodology"
- May 13: John Bott, economist
- June 10: TBA
- July 8: HIA Stockmarket Roundtable
- August 12: Chris Tomlinson, Business Editor for Chronicle
Houston Investors Association usually meets on the second Saturday of each month at the University of Houston central campus, in the University Center (Student Center South, building 565) . The usual meeting rooms are on the second floor. The date and rooms may vary, so check the published meeting notice.
Note that the official building address (4455 University Dr.) is not the physical address! Follow the map!
Free 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.
Houston Investors Association Meeting Saturday, March 14, 2015
See downloads in Schedule section below
Leigh Anderson — Simple Asset Class Momentum Strategy
Leigh will describe a simple strategy that harvests uncorrelated momentum in ETF asset classes. This strategy has been profitable over many years of backtesting and is justifiable in terms of market behavior. It can be easily and inexpensively implemented by individual investors. See bit.ly/gla-hai-2015-03
YouTube narration: https://www.youtube.com/watch?v=EBfIMz9BDbo
Houston Investors Association Meeting Saturday, Feb. 14, 2015
- This meeting will be in our usual building at the Houston Community College
Tim Dill — introductory discussion for the CAN SLIM method
Tim Dill is a growth stock individual investor following the CAN SLIM® methodology. He has attended several paid CAN SLIM® courses and leads the Sugar Land Investor’s Business Daily Meetup, www.meetup.com/sugarlandibdmeetp/
Download links are in Agenda sections below
Houston Investors Association Meeting Saturday, January 17, 2015
Downloads are available in the SIG sections below
Stock Market Round Table
Stock Market Round Table, a discussion of market conditions and outlook by selected HIA members and invited guests. Moderated by Cleve Fontenot. The panelists for the Roundtable will be Jeff Friedberg, Leigh Anderson, and Larry Smith. Continue reading
Houston Investors Association Meeting Saturday, December 13, 2014
Download files are located in the Agenda section below
Robert “Rohit” Millstein. Millstein Advisors
“Generating Double Digit Dividend Income”
Rohit Millstein, manager of the Lisson Grove Capital, LP hedge fund, will present the strategy used by the fund to generate its 13.7% YTD (through October) return, net of all fees. The presentation will include step by step instructions to do exactly the same thing yourself and even what to do when things don’t go as planned. It’s pretty much a mechanical process that anyone can learn. There will be plenty of time for questions to help you get started. Continue reading
Houston Investors Association Meeting Saturday, November 8, 2014
Main Speaker — Steve Gray — Fixed Income
(Downloads from this meeting are linked in the Agenda section below respective topics)
Houston Investors Association expresses our condolences to Gus Salinas, Melinda Gaskill and their families for their recent losses.
Thanks to Rohit Millstein and the Houston Chapter of the American Association of Individual Investors (AAII) for coordinating meeting dates with HIA so that our dates will not conflict in 2015.
Houston Investors Association Meeting Saturday, October 11, 2014
Kurt Andreason, Andreason Law Firm
Basic Estate Planning in a Post-Estate Tax World. I will discuss the key components needed for an estate plan in Texas: wills, trusts, powers of attorney, etc., in light of the higher estate tax exemptions currently in place. Continue reading
Houston Investors Association Meeting Saturday, September 13, 2014
Downloads appear below meeting topics
Dan Stephens (Energy Prospectus)
The Stephens presentation to HIA will cover:
- Overview of the energy markets (current price of OIL, reason for recent WTI price decline, expected future price behavior)
- Building dividend growth portfolio
- Specific review of new energy plays / stocks
- Download: 2014 Natural Gas Stocks and Etfs Lists
Dan runs Energy Prospectus Group which includes +500 paying members who receive impartial reviews recommendation concerning ENERGY. Energy Prospectus Group (EPG) is a networking organization for private investors that are heavily invested in the energy sector. Dan was a Controller at Hess and his duties included reviews analysis of E&P companies that were potential buyouts for HESS. Continue reading