Houston Investors Association Meeting, 11 June

If you receive this notice via email, you can read it on the web at

http://houstoninvestors.com/wp/?p=984

The monthly meeting of the Houston Investors Association will take place Saturday, June 11, 2011 at  University Center on University of Houston Campus, Houston, TX.

  • Remember the new meeting location at University Center Building
  • The meeting rooms are the Atlantic Rm 74, Caspian Rm 87, and Pacific Rm 90. All rooms are underground. See Room Map

Main Meeting:

Stock Market Roundtable
Moderator: Alan Robison
Roundtable members: Ken Woods, John Bott, Carl Meyerton

HIA’s June 11, 2011 Agenda

— 08:30 AM —

Stock Market SIG: Speaker: Al Robison

Topic: “Market Discussion”

Al will lead a discussion of this still difficult market and how we might conceivably make some money in it. Please bring your own best ideas, and we’ll talk about as many of them as possible.

Derivatives / Advanced Options SIG: Speaker: Jim McWilliams

Topic: “Delta”

Jim McWilliams will be talking about delta and how it affect you trading decisions.

Trading 101 SIG: Speakers: John Godell & Ron Stockstill

Topics: “Big Picture & Future SIG topics”

John and Ron will provide a quick review of the Big Picture. During the next three months, they will review the entry/exit signals along with the profit taking plan in Bill William’s book number 1, 2 & 3. Starting in September Ron will cover the “traders mindset.”

— 09:30 AM —

Evidence-Based Investing SIG: Speaker: Leigh Anderson

Topic: “What a Time We Had!”
Q: Over the last decade, which timing strategies beat the market? A: All of them, including flipping a coin. If you are a market timer and didn’t beat the market, you have some explaining to do.

ETF & Market Outlook SIG: Speaker: Jimmy Hixson

Topic: “Outlook for the Next Six Months”

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

Topic: “Fixed Income for Heirs and Mid-Year Economic Report”

— 10:45 AM —

Club Business: Speaker: Gus Salinas

— 11:00 AM —

Main Meeting: Moderator: Alan Robison
Topic: “Stock Market Roundtable”
Roundtable members: Ken Woods, John Bott, Carl Meyerton

— 12:45 PM —

Future/Commodities SIG: Featured Speakers: Gus Salinas & Phil Langford

Topics: “To be Announced.”

see also the  Downloads from May 2011 HIA meeting | Houston Investors Association


Coffee and doughnuts at HIA meetings are generously provided by John Bott of Tri-Star Financial.


The Houston Investors Association, founded in 1981, is a non-profit association of active investors with a wide range of investment experience and interests. Members meet monthly to exchange investment knowledge and ideas in an informal and friendly environment.

Help Houston Investors Association grow!

If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.

Want to Get More Involved?

Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.

Leigh Anderson
HIA Communications Director
Questions? Email leigh@houstoninvestors.com

http://www.houstoninvestors.com/

Houston Investors Association Meeting, 14 May

If you receive this notice via email, you can read it on the web at

The monthly meeting of the Houston Investors Association will take place Saturday, May 14, 2011 at  University Center on University of Houston Campus, Houston, TX.

  • Remember the new meeting location at University Center Building
  • The meeting rooms are the Atlantic Rm 74, Caspian Rm 87, and Pacific Rm 90. All rooms are underground. See Room Map

Main Meeting:

Speaker: Jeff Friedberg

Jeff earned degrees in Geology and Geophysics from MIT and Caltech. He worked for several years at the Aero Service division of Western Geo[hysical interpreting and processing aeromagnetic data. He founded Friedberg Investment Management in 1979 and his firm presently manages approximately $190 million for about 300 investors.

Topic: “Three Quiet Revolutions”

He will discussion of how new developments are changing the face of energy exploration and production, manufacturing productivity and treatment of disease.

HIA’s May 14, 2011 Agenda

— 08:30 AM —

Stock Market SIG: Speaker: Al Robison

Topic:  “Market Discussion”

Al will lead a discussion of this still difficult market and how we might conceivably make some money in it. Please bring your own best ideas, and we’ll talk about as many of them as possible.

Derivatives / Advanced Options SIG: Speaker: Jim McWilliams

Topic: Examing the Greeks

Jim will provide a simple explanation of the Greeks and how they affect your options trading.

Trading 101 SIG: Speakers: John Godell & Ron Stockstill

Topics: To be announced.

— 09:30 AM —

Evidence-Based Investing SIG: Speaker: Leigh Anderson

Topic: Small and Cheap

Investing orthodoxy touts the superior performance of small-cap and/or value stocks. Can passive investors use small-cap and value ETFs to outperform other equity classes? Can active investors pick the OTC company that will be the next Google?

ETF & Market Outlook SIG: Speaker: Jimmy Hixson

Topic:  “Warning signs that told you Risk is Rising”

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

Topic: Will not be held this month.  Will be back June 11.

— 10:45 AM —

Club Business: Speaker: Gus Salinas

— 11:00 AM —

Main Meeting: Speaker: Jeff Friedberg

Topic: “Three Quiet Revolutions”

He will discuss how new developments are changing the face of energy exploration and production, manufacturing productivity and treatment of disease.

Jeff earned degrees in Geology and Geophysics from MIT and Caltech. He worked for several years at the Aero Service division of Western Geo[hysical interpreting and processing aeromagnetic data. He founded Friedberg Investment Managem! ent in 1979 and his firm presently manages approximately $190 million for about 300 investors.

— 12:45 PM —

Future/Commodities SIG: Featured Speakers: Gus Salinas & Phil Langford

Topics: “To be Announced.”

see also the  Downloads from April 2011 HIA meeting | Houston Investors Association


Coffee and doughnuts at HIA meetings are generously provided by John Bott of Tri-Star Financial.


The Houston Investors Association, founded in 1981, is a non-profit association of active investors with a wide range of investment experience and interests. Members meet monthly to exchange investment knowledge and ideas in an informal and friendly environment.

Help Houston Investors Association grow!

If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.

Want to Get More Involved?

Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.

Leigh Anderson
HIA Communications Director
Questions? Email leigh@houstoninvestors.com

http://www.houstoninvestors.com/

Houston Investors Association Meeting, 9 April

If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?p=945


The monthly meeting of the Houston Investors Association will take place Saturday, April 9, 2011 at  University Center on University of Houston Campus, Houston, TX.

  • Remember the new meeting location at University Center Building
  • The meeting rooms are the Atlantic Rm 74, Caspian Rm 87, and Pacific Rm 90. All rooms are underground. See Room Map

HIA’s April 9, 2011 Agenda

— 08:30 AM —

Stock Market SIG: Speaker: Al Robison

Topic:  “Market Discussion” Continue reading

Houston Investors Association meeting Feb. 12, 2011

If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?p=910

The monthly meeting of the Houston Investors Association will take place Saturday, Feb. 12, 2011 at  University Center on University of Houston Campus, Houston, TX.

  • Remember the new meeting location at University Center Building
  • The meeting rooms are the Atlantic Rm 74, Caspian Rm 87, and Pacific Rm 90. All rooms are underground. See Room Map

HIA’s February 12, 2011 Agenda Continue reading

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: Evidence-Based Investing December 2010

Topic: “Vindicating Indicating?”

We look at some widely followed indicators of future stock market performance: 52-week highs, valuation ratios, Leading Economic Indicators, GPD growth, Federal Funds rate, etc. Do any of them actually work?

available on my website December 2010

Houston Investors Association meeting December 11, 2010

If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?p=876

The monthly meeting of the Houston Investors Association will take place Saturday, December 11, 2010 at  University Center on University of Houston Campus, Houston, TX.

  • Remember the new meeting location at University Center Building
  • The meeting rooms are the Atlantic Rm 74, Caspian Rm 87, and Pacific Rm 90. All rooms are underground. See Room Map

Program: Our annual “Round Table” discussion hosted by Alan Robison

Roundtable Participants: Ken Wood, Steve Johnson, John Bott, and Jonathan Reichek

The panel discussion covers what kind of an economy and/or stock market we’re going to be faced with over the course of the next 6 months. The panelists will offer investment picks in stocks, mutual funds, ETFs and derivatives they think will be the most appropriate response to the kind of market expected.

Continue reading

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: Investing in 2010: A Global Glimpse (Jim Willis, Beacon Bay Asset Mgmt)

Download the Presentation from the Feb. 13 2010 meeting

Jim Willis, Beacon Bay Asset Mgmt

Beacon Bay Asset Mgmt LLC, is a Dallas, TX, based Registered Investment Advisory in both Texas and Georgia.  The managing member is Jim Willis.

Jim founded Beacon Bay in May, 2005 and manages assets for private clients and businesses.  He holds a BA and MA in Psychology from Western Kentucky University.

Jim spent 22 years in global telecom travelling extensively around the world.  In 2002 he joined AG Edwards & Sons as a Financial Advisor prior to founding Beacon Bay.  His focus in investing is on value and uses both fundamental and technical analysis and options to manage investments.

Topic:  Investing in 2010: A Global Glimpse.

The talk will focus on the current state of the US economy and where investors might focus specifically around the globe outside the domestic markets.  Primary interest will be in natural resources and why that area should perform well this year.  He is an excellent presenter and will offer his forecast for this year.    Jim is currently the Speaker Chairman for the Dallas Investors Forum and speaks to groups around the US.  He will offer a unique perspective on where and why he invests in natural resources.

Houston Investors Association meeting February 13, 2010

If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?p=654

(Updated 2/6/2010 with SIG agenda)

The monthly meeting of the Houston Investors Association will take place Saturday, February 13, 2010 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. (See Location).


Featured Program (11:00 am):

Jim Willis, Beacon Bay Asset Mgmt

Beacon Bay Asset Mgmt LLC, is a Dallas, TX, based Registered Investment Advisory in both Texas and Georgia.  The managing member is Jim Willis.

Jim founded Beacon Bay in May, 2005 and manages assets for private clients and businesses.  He holds a BA and MA in Psychology from Western Kentucky University.

Jim spent 22 years in global telecom travelling extensively around the world.  In 2002 he joined AG Edwards & Sons as a Financial Advisor prior to founding Beacon Bay.  His focus in investing is on value and uses both fundamental and technical analysis and options to manage investments.

Topic:  Investing in 2010: A Global Glimpse.

The talk will focus on the current state of the US economy and where investors might focus specifically around the globe outside the domestic markets.  Primary interest will be in natural resources and why that area should perform well this year.  He is an excellent presenter and will offer his forecast for this year.    Jim is currently the Speaker Chairman for the Dallas Investors Forum and speaks to groups around the US.  He will offer a unique perspective on where and why he invests in natural resources.

Download the Presentation


HIA’s February 13, 2010 Agenda

Continue reading

Houston Investors Association meeting November 14, 2009

If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?p=593

Updated 11/6/2009 with SIG topics

Updated 11/6/2009 with room numbers


The monthly meeting of the Houston Investors Association will take place Saturday, November 14, 2009 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. (See Location).


Featured Speaker: Eric L. Prentis, of “The Astute Investor

Since 1988, Dr. Prentis has dedicated full time to stock trading, investing, and stock market research to complement his trading knowledge. He is a stock market investing expert who has experience in good stock markets and bad. The Astute Investor and The Astute Speculator are a culmination of Dr. Prentis’ practical stock market experience and understanding of investor’s needs through work as a Registered Investment Adviser and academic training.

He received a B.S.I.E. degree from Northeastern University, an M.B.A. degree from Boston University, and a Ph.D. degree from the University of Houston; previously on the faculty of the University of Southern California in Los Angeles, CA, taught in the MBA program. … more

Dr. Prentis offers discounts on his books to HIA members and will donate 5% of to proceeds to HIA. See

Topic: The Credit Crisis and Its Effect on the Stock Market

Economic theory plays an important role in first causing and then perpetuating the worst credit crisis since the Great Depression. The Efficient Market Theory (EMT) defines markets as being in equilibrium and if unexpected events cause disequilibrium, it is only temporary, i.e., markets are self-adjusting. Asset prices “fully reflect” all available information, properly represent each asset’s intrinsic value, and as a result, prices are always accurate signals for correct resource allocation. Additionally, stock prices move randomly, therefore, markets cannot be beaten.

US economic leaders (i.e., Federal Reserve Chairman Bernanke, Lawrence Summers, Director of President Obama’s National Economic Council, Treasury Secretary Geithner and Christina Romer, Chair of the Council of Economic Advisers) believe the EMT best describes how markets function, accordingly, they think the stock market is a large casino where asset bubbles cannot arise, but if minor bubbles do occur they can be easily contained. Economists’, and the politicians they advise, faith in all-knowing markets leads Congress to repeal the Glass-Steagall Act in 1999 which protected us from the banking excesses of the Great Depression. Likewise, The Commodity Futures Modernization Act of 2000 is enacted, forbidding the US government from regulating swap derivatives, and in addition, state and local laws regulating gambling bucket-shops, instituted to correct the excesses of the credit crisis panic of 1907, are revoked.

The Technology Bubble in 2000, as well as many bubbles throughout history (i.e., John Law’s Mississippi Scheme, the South Sea Bubble and Holland’s Tulip Mania), and now the Real Estate Bubble, where home prices nationally have declined approximately 30% since June of 2006, with an additional 15% drop in prices expected, along with the US government’s use of anywhere from $3-to-$24 trillion taxpayer dollars and Federal debt guarantees to stabilize the financial markets are valid examples that major asset bubbles do occur, that markets are not self-equilibrating and that market prices cannot always be trusted for accurate resource allocation. Furthermore, I scientifically prove that the stock market can be beaten by 146% over 81 years at two-thirds the risk, please click below to read my paper “An empirical test of efficient markets: A heuristic predictive model.”

The EMT is irrefutably erroneous, making the US government’s use of multiple stimulus packages, keeping too-big-to-fail zombie banks alive, setting a zero-to-0.25 percent rock-bottom federal funds interest rate, not re-regulating the financial markets and using more-and-more government debt to mask the credit crisis improper and even dangerous. Tragically, the US is mimicking the policies the Japanese used when attempting to solve their real estate bubble, resulting in Japan’s 20-year secular bear market, i.e., as of 10/2/09, the Nikkei Index is at 9,732, down 75% from its high of 38,916 on 12/29/89, consequently, I expect a US secular bear market extending until 2027.

Dr. Prentis invites you read his paper, An Empirical Test of Efficient Markets: A Heuristic Predictive Model in preparation for the presentation.


Sig Agenda (room assignments TBA at the meeting)

Continue reading

Houston Investors Association Monthly Meeting 14 Feb.

The monthly meeting of the Houston Investors Association will take place Saturday, 14 February, 2009 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the websiteThursday prior to the meeting for the SIG topics and meeting room schedules.

Featured Presentation:
Jeff Friedberg
Economic Outlook and Picks for 2009

Jeff will give us his annual outlook for the economy and some current investing ideas. Jeff’s talk is always one of the most interesting and well-received of HIA’s offerings. Jeff is a successful Houston money manager and long-time contributor to HIA. He is principal at Friedberg Investment Management, Inc. From his web site:

Jeffrey L. Friedberg was raised in a small coal-mining town in eastern Pennsylvania. He graduated first in his high school class, earned Dean’s List while at MIT and was awarded a graduate Fellowship at Caltech. Although his degrees were in Geology and Geophysics, Friedberg became actively involved in the stock market while pursuing a rewarding career in Geophysics. In 1979, Friedberg decided to become registered and licensed as an Investment Advisor in order to invest other people’s money as he was investing his own. He thus founded FIM, in effect transforming an enjoyable sideline into a successful business endeavor.