HIA Meeting, Feb 13 — Wayne York — “Are We Moving Into a Bear Market? – A Technical Assessment”

HIA Meeting — Saturday Feb 13 — University Center

Main Program: Wayne York, HIA
“Are We Moving Into a Bear Market? – A Technical Assessment”

Download Wayne York HIA PRESENTATION 02 13 16

An important element of stock market investing and assessing market risk is determining if the market is a bull or bear. Wayne will discuss technical indicators such a moving averages, momentum indicators as well as point and figure charting that have been very useful in the past in making that assessment. He will focus on whether he believes we are currently moving into a new bear market, or continuing on with the existing bull market. In addition, he will provide resources – mostly free – that he uses for his research.  Continue reading

HIA Meeting, Dec. 12: Dan Marburger — Opportunities from Financial System Disruption: Bitcoin and the Blockchain — University Center

HIA Meeting, Dec. 12: Dan Marburger — Opportunities from Financial System Disruption: Bitcoin and the Blockchain — University Center


See downloads underneath agenda sections below

HIA’s December 12, 2015 Agenda

Continue reading

HIA Meeting, Nov 14: Scott Juds — “True Sector Rotation: Breaking Through the Efficient Frontier?” (special 2 hour presentation)

Houston Investors Association Meeting, Nov 14

Scott Juds
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

HIA Meeting, Oct 10: Jeff Friedberg

Houston Investors Association Meeting, October 10: Jeff Friedberg

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

Continue reading

HIA Meeting, Sep 12: Dan Steffens — Overview of the energy markets

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.

Continue reading

HIA Meeting, August 15 — John Bott — University Center

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

Continue reading

HIA Meeting, July 11: Mid-2015 HIA Outlook and Roundtable — University Center

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

HIA Meeting, June 13 — Rich Rosso with Clarity Financial — University Center

Houston Investors Association Meeting June 13, 2015

Rich Rosso with Clarity Financial — University Center

See Location for details on meeting location.

TOPIC: “What Moves The Stock Market Today?” Some things are more important and some are not nearly as important.   Continue reading

HIA Meeting, May 9 — David Loesch: Fixed Income — University Center

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

HIA Meeting, Apr 18 — John Godell

Houston Investors Association Meeting Apr 18, 2015 (3rd Saturday)

Downloads are in the Agenda section below

John Godell

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

ATTENTION: MOVING BACK TO UNIVERSITY OF HOUSTON

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. 

2017

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

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. 

Usual Meeting Location

University Center (Student Center South, building 565)
Second Floor

 GPS +29° 43' 12.59", -95° 20' 27.46"

Click to view interactive map

Note that the official building address (4455 University Dr.) is not the physical address! Follow the map!

Parking 

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. 

Click to view interactive map

 

HIA Meeting, Saturday March 14 — Leigh Anderson

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

Continue reading

HIA Meeting, Saturday Feb. 14 — Tim Dill

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

Continue reading

HIA Meeting, Saturday Jan. 17 — Stock Market Roundtable

Houston Investors Association Meeting Saturday, January 17, 2015

Downloads are available in the SIG sections below

Stock Market Round Table

knights_of_the_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

HIA Meeting, Saturday Dec. 13 — Rohit Millstein

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

HIA Meeting, Saturday Oct. 11

Houston Investors Association Meeting Saturday, October 11, 2014  

Main Speaker

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

HIA Meeting, Saturday Sep. 13

Houston Investors Association Meeting Saturday, September 13, 2014

Downloads appear below meeting topics

Dan Stephens (Energy Prospectus)

The Stephens presentation to HIA will cover:

  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. Specific review of new energy plays / stocks

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

HIA Meeting Aug 9: Bruce Robinson

Houston Investors Association Meeting Saturday, August 9, 2014 

Bruce Robinson

Investing and Trading – Differences Between Theory and Practice

A well known Yogi Berra quote is “In theory, there is no difference between theory and practice. In practice, there is.” This talk will build on that theme, and draw on experiences with traders and money management firms, both small and large, to explore how investing and trading is changing and how theory and practice differ in developing and executing systems for    Continue reading