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

 

Downloads from May 13 HIA Meeting

Downloads from 

HIA Meeting – May 13 – John Bott, Parallax Investments, LLC

From SIGs

Main Speaker

 

Downloads from April 8 HIA Meeting

Downloads from 

HIA Meeting, April 8 – John Godell – “Trading methodology”

From SIGs

Main Speaker

 

Downloads from February 11 HIA Meeting

Downloads from 

HIA Meeting – Feb 11 – Eddie Cohen – How to Generate Income

From SIGs

Main Speaker

2017 FEB HIA Eddie Cohen Speaker Presentation

Downloads from January 14

Downloads from 

HIA Meeting – Jan 14 – Stockmarket Roundtable

From Stockmarket SIG (David Neary)

From Roundtable Discussion

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 April 10, 2010

(Updated 4/6/2010 with SIG and speaker information)

If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?page_id=55

This notice is a reminder; we will follow with more specific information on the speaker and SIG topics.

The monthly meeting of the Houston Investors Association will take place Saturday, April 10, 2010 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. (See Location).


Featured Program (11:00 am)

Bruce Robinson, President of Omniphase Systems

Topic: “Active Investment Management – Return on Activity”

Although it seems intuitive that more analysis and more frequent trading  should yield significantly higher results, this is not the case in many  areas. In fact, some of the common commercial systems in use today do  not need to hold as many issues, nor trade as much as they currently do  in order to achieve out-performance. This can run counter to conventional   wisdom, and this talk will demonstrate two example ETF systems to illustrate the point, and will also show some new ways of evaluating trading systems.

Although it seems intuitive that more analysis and more frequent trading should yield significantly higher results, this is not the case in many areas. In fact, some of the common commercial systems in use today do not need to hold as many issues, nor trade as much as they currently do in order to achieve out-performance. This can run counter to conventional wisdom, and this talk will demonstrate two example ETF systems to illustrate the point, and will also show some new ways of evaluating trading systems. Continue reading

Houston Investors Association meeting August 8, 2009

If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?p=506

The monthly meeting of the Houston Investors Association will take place Saturday, August 8, 2009 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. (See Location). The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. There will be a brief business meeting at 10:30 AM.


Featured Speaker: Casper Terpinski, the Regional Vice President for Zacks Investment Management

Casper Terpinski, the Regional Vice President for Zacks Investment Management, is a veteran financial advisor with more than 25 years of experience. Casper’s expertise includes virtually all aspects of portfolio management, with notable emphasis on longstanding relationships and individual wealth preservation and money management.  Zacks is the 3rd largest independent equity research firm in the USA supplying investment decision making to individuals and brokerages throughout the world.

Topic: The Zacks Investment Philosophy: Taking Advantage of Earnings Estimates in the Investment Process

Zacks is a world renowned expert on earnings, and using earnings estimate revisions in the investment process.  This presentation will discuss the mathematical model behind the calculation of the Zacks Rank, and why it is a better indicator of the movement of stock prices than broker recommendations.  We will discuss the importance of earnings and earnings estimate revisions in the investment process, and why they are important to you as an investor.  Finally, we will wrap up by discussing some of the common investing mistakes, and how to avoid these pitfalls.

Attend this meeting and learn:

  • Why the Zacks Mathematical Models Are So Successful
  • Receive Your Free Zacks Market Commentary and Free Access to the Zacks Webinars

SIG (Special Interest Groups) Agenda

Check the website Thursday prior to the meeting for the SIG topics and schedules.


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 July 11, 2009

If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?p=477

The monthly meeting of the Houston Investors Association will take place Saturday, July 11, 2009 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. (See Location). The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. There will be a brief business meeting at 10:30 AM.


Featured Presentation:

Jim Trippon, editor of China Stock Digest

“America in China: Rear View Mirror”

Jim Trippon is America’s foremost authority on China investing, using proven investing techniques and principles. As a former forensic CPA, Jim has often utilized his expertise in scrutinizing financial statements as an expert witness in several trials against major US corporations. Jim brings this same attention to financial data when analyzing companies in China. He has been investing in China’s financial markets for years. His team of financial journalists is based in Hong Kong, Shanghai, Taipei, and Beijing. Jim serves as Editor-in Chief of China Stock Digest, from its offices in Hong Kong and Houston.


SIG (Special Interest Groups) Agenda

Check the website Thursday prior to the meeting for the SIG topics and schedules.



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 June 13

If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?p=452

The monthly meeting of the Houston Investors Association will take place Saturday, 13 June, 2009 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. (See Location). The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. There will be a brief business meeting at 10:30 AM.


Featured Presentation

The Cougar Fund

The University of Houston Cougar Fund is a multi-million dollar private investment fund that holds equity securities that are traded on U.S. markets. The fund is managed by MBA and MS Finance candidates participating in the Graduate Certificate in Financial Services Program at the C. T. Bauer College of Business.The student managers have won national awards for the investing achievements of the fund

The students attempt to add value to the portfolio by investing in undervalued stocks discovered through in-depth fundamental analysis of individual firms. Each stock considered for the Cougar Fund portfolio is required to undergo a thorough examination of its investment merits based on free cash flow valuation. In today’s presentation they will describe the fund’s investment policy and process.

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.