Download: Evidence-Based Investing SIG, January 2011

Download: Evidence-Based Investing SIG, January 2011

Topic: “Market Models”

We will take a look at several market forecast and market valuation models from CXO and other sources. Do they help predict turning points? What are they telling us about the next 6 months?

Click to view presentation   2011-01-Models

Download: Getting Started SIG, September 2010

“Seer Suckers”

From Paul the Oracular Octopus to Cramer’s Hot Picks to Federal Reserve outlooks, we hungrily devour forecasts from the experts. But how reliable are they? We will look at their records and learn that the real suckers aren’t on octopuses.

Click to view the presentation on the Getting Started SIG website

Download: Getting Started SIG, April 2010

“Some things that might work”

We’ll take a look at the CXO Advisory service web site (http://cxoadvisory.com/blog/), a gold mine of “Objective research and reviews to aid investing decision”. The folks at CXO offer informative and quantitative reviews of a mindboggling range of investment strategies. This week we look at a few strategies that seem promising.

Click to view or download the PowerPoint file

Download: Getting Started SIG 13 March

“I Know a Hundred Things that Don’t Work”

We’ll take a look at the CXO Advisory service web site (http://cxoadvisory.com/blog/), a gold mine of “Objective research and reviews to aid investing decision”. The folks at CXO offer informative and quantitative reviews of a mindboggling range of investment strategies. And a few of them actually seem to work.

Click to view or download the PowerPoint file

SIG Agenda July 11, 2009

Houston Investors Association

SIG Agenda July 11, 2009

—————————————————————————

Room 150

Stock Market SIG: SIG Leader: Al Robison

Al Robison will lead a discussion of the current state of the market, which looks like it might be close to at least a short term top. Are there any stocks out there that still look like they might be compelling buys right now? Please bring your best ideas to share with the group.

 

Room 110

Derivatives / Advanced Options SIG: SIG Leader:

Steve Johnson & Jim McWilliams

We are going to talk about why you would want to trade options.

We will compare a stock trade against a straight option and a call spread.  We will discuss on an intermediate level.

 

Room 112

Trading 101 SIG: SIG Leaders:

John Godell and Ron Stockstill

 

Topic:  Bill Williams Books #1 & #2:  We will discuss, using definitions and examples, the use of a market compass and how the fractal and market leverage is combined and used in conjunction with the compass.  We will explore the definitions and examples in book #1 & #2. Both will work well for you depending on your charting software.

Another look at the "Big Picture" are we at high tide, is the tide about to change?

 

————————————————————————

Room 150

Getting Started SIG: SIG Leader Leigh Anderson

 

Today we have an "open forum" and cover a menagerie of topics of current interest. We’ll take a look at current market valuations, the "Golden Cross", the "New Normal", what it takes to retire today, and anything the group wants to take up.

 

 

 

 

Room 110

Mutual Fund SIG: SIG Leader: Jimmy Hixson

 

Topic: David Rosenberg (Former Merrill Chief Economist)

What is the New Normal for the Economy?  An Educated guess on what the future holds.

 

 

 

Room 112

Fixed Income SIG: John Bott (Tri-Star Financial)

 

Topic: Now that deflation is here what do we do?

SIG Agenda — June 13 2009

(You may also read this notice on the web at http://houstoninvestors.com/wp/?p=456)
(See also main Meeting Notice at http://houstoninvestors.com/wp/?p=452)

(Please note that room numbers are uncertain at this time. All SIGs will meet in the various rooms in Melcher Hall).

Houston Investors Association

SIG Agenda June 13 2009

Continue reading

Buy and Hope (Getting Started SIG) download

Here is the PowerPoint presentation file from the GettingStarted SIG 9 May. The topic was:

Buy and Hope – Can we do better?

We will continue looking at simple (and not-so-simple) timing strategies. 

The prudent investor is conventionally advised to hold a diversified portfolio of stocks and bonds, periodically rebalancing to fixed asset allocations, and not to attempt to time the market. We are told to invest in “Stocks for the Long Run”, notwithstanding “In the long run, we are all dead.” The current financial crisis invites us to re-examine this conventional wisdom and look for alternative strategies that might be more effective in volatile bearish or sideways markets over the next several years. We look at research that suggests a simple timing strategy may improve returns and reduce risk.

 

See part one at http://tayara.com/hia/archives/139 (presented in April)

Part two http://houstoninvestors.com/wp/wp-content/uploads/2009/05/2009-05-buyhope.pps  (presented 9 May)

 

(Note: this is a temporary way of accessing the downloads. We are still working on a library to provide them in a more organized way.)

SIG Agenda — May 9 2009

(You may also read this notice on the web at http://houstoninvestors.com/wp/?p=378)

(See also main Meeting Notice at http://houstoninvestors.com/wp/?p=49)

Note: This month only the room assignments are different due to U of H conflicts. Changes noted in red below.

Houston Investors Association SIG Agenda May 9 2009

Continue reading

Getting Started SIG for April

Buy and Hope – Can we do better?

The prudent investor is conventionally advised to hold a diversified portfolio of stocks and bonds, periodically rebalancing to fixed asset allocations, and not to attempt to time the market. We are told to invest in “Stocks for the Long Run”, notwithstanding “In the long run, we are all dead.” The current financial crisis invites us to re-examine this conventional wisdom and look for alternative strategies that might be more effective in volatile bearish or sideways markets over the next several years. We look at research that suggests a simple timing strategy may improve returns and reduce risk.

SIG Agenda for 10 January

– 08:30 AM –

Stock Market SIG: Al Robison will lead a discussion of the current
state of the market, which looks like it’s still trying to find a
bottom. But are there any stocks out there that are starting to look
like they might be compelling buys right now? Please bring your best
ideas to share with the group.

Derivatives / Advanced Options SIG: Topic to be announced.

Trading 101 SIG: Speakers will be John Godell and Ron Stockstill.
Their topic will be “Analysis of the Big Picture” and “Grading the
charts for trading.”

– 09:30 AM –

Special Situation SIG: Gregor Riesser’s SIG will not be held this
month.

Getting Started SIG: Speaker: Leigh Anderson

Title: Run Your Own Hedge Fund for Fun and Profit

Abstract: The original idea of hedge funds was to provide modest but
steady returns over all market conditions. (That was before they
became the high-risk bad boys of Wall Street.) But even the best hedge
funds charge high fees, require large commitments, and operate with
limited transparency. As an alternative we present a surprisingly
simple, easy, and effective strategy you can implement yourself with
ETFs.

Mutual Fund SIG: Speaker: Jimmy Hixson whose topic will be “The Credit
Crisis –

Ideas to stabilize the economy in the short run & lay the ground work
for the recovery.”

Fixed Income SIG: John Bott’s (Tri-Star Financial) topic will be “Keys
to Identifying a Bernie Madoff Ponzi Scheme.”

– 10:45 AM –

Club Business:

– 11:00 AM –

Main Meeting: Guest Speaker will be John Godell.
The “Big Picture” Stock Market Index Analysis

This analysis is designed for the investor who is a little intimidated
by it all–who would like to be in the market at the right time and get
out at the right time. Through the science of chaos and non-linear
dynamics see how to distill and process seemingly random data into a
higher level of order. Learn how to invest in a Bull Market, and be
safely in the Money Market Funds when the Bear Market starts.

Biography:

John is a leader of HIA’s “Trading 101´´ Special Interest Group and
has been a member of and teacher at HIA for 18 years.

John graduated from University of Texas in 1968 with studies in
Philosophy and Cultural Anthropology. He later returned to UT and
took accounting and business courses and passed the CPA exam in 1979.
He started teaching at HIA in 1992. He has taught Glen Neely’s
Mastering Elliott Wave, Bill William’s two books, Trading Chaos and
New Dimensions in Trading. Along with Ron Stockstill, John taught Van
Tharp’s book, Trade Your Way to Financial Freedom. He also taught
some of the work from Eric Prentis’ book, The Astute Speculator.

– 12:15 PM –

Technical Analysis SIG: Will not be held.

HIA Monthly Meeting 10 January

 

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 10 January 2009 at Melcher Hall, on University of Houston Campus4800 Calhoun Rd, Houston, TX. The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meetingfor the SIG topics and meeting room schedules.

Featured Presentation:

John Godell
The “Big Picture” Stock Market Index Analysis

This analysis is designed for the investor who is a little intimidated by it all–who would like to be in the market at the right time and get out at the right time.  Through the science of chaos and non-linear dynamics see how to distill and process seemingly random data into a higher level of order.  Learn how to invest in a Bull Market, and be safely in the Money Market Funds when the Bear Market starts.

John is leader of HIA’s “Trading 101´´ sig and has been a member of and teacher at HIA for 18 years. He writes:

    Graduated from UT Austin in 1968 with studies in Philosophy and Cultural Anthropology,  Later returned to UT and took accounting and business courses and passed the CPA exam in 1979.  Started teaching at HIA in 1992.  I have taught Glen Neely’s Mastering Elliott Wave, Bill William’s two books, Trading Chaos and New Dimensions in Trading.  Along with Ron Stockstill, I  taught Van Tharp’s book, Trade Your Way to Financial Freedom.  I also taught some of the work from Eric Prentis’ book, The Astute Speculator.