Downloads from July 2011 meeting

Evidence-Based Investing SIG: Speaker: Leigh Anderson

Topic: “The Big (and not-so-big) Mo”
Some momentum strategies that seem to work, and some that don’t.

Click to view/download PDF file 2011-07-momentum

Downloads from April 2011 HIA meeting

Here are presentations from the April 2011 HIA meeting. Click to view or download.

Evidence-Based Investing & ETF & Market Outlook SIG: Speaker: Leigh Anderson

Topic: “Portfolio Diversification Strategies: Evidence for what works and what doesn’t.”

Are commodities, gold, TIPS, or REITs good inflation hedges? Should you hold inverse funds? Diversify with “volatility exposure”? Asset allocation in the face of disaster? A quick tour through conventional ideas and objective evidence.

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.

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Download: Getting Started SIG, July 2010

“Putting (for) Green?”

Can conservative investors make money with put and call options? We take a look at strategies for writing covered options to provide income and reduce risk in actively managed portfolios.

Click to view or download the PowerPoint file

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

Houston Investors Association meeting January 9, 2010

If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?p=636

Updated 1/5/2010:  featured program topic description (see below)

The monthly meeting of the Houston Investors Association will take place Saturday, January 9, 2010 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. (See Location).


Featured Program:

Paul Charbonnet, founder and author of “Investors FastTrack”

Mr. Charbonnet is well-known in the computerized investing community. He is the founder and author of “Investors FastTrack”, a leading investment software program used by thousands of professional and individual subscribers worldwide.

Topic: Retirement asset allocation and timing strategy

Given the last 10-years of market turmoil, how will you make it through your retirement years. This session help you fine tune your asset allocation and timing to provide a comfortable retirement. The presentation combines Investment Strategy and Financial Planning software. We use Investors FastTrack to construct classical asset allocation strategies and the project the impact of these strategies using Quicken Financial Planner.


Sig Agenda

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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/

Course: Gamma Scalping & Dynamic Hedging (Collars)

Course Title
Gamma Scalping & Dynamic Hedging (Collars)

Date
17th May 2009, Sunday                                                        
Hours: 9.00 a.m. to 4.30 p.m.

Location

HOUSTON

University of Houston,
4800 Calhoun Drive, University Drive,
Entrance one,
HOUSTON,
TX – 77204
Tel – 713-741-2447

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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.)

Houston Investors Association Monthly Meeting 14 March

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 14 March, 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:

George E. Clausen

“CGM’s – What Approach is Right for You?”