CI CIS Archive - 2016

January 2016

Meeting cancelled because of weather
Rescheduled for April 23, 2016

February 2016

No meeting scheduled

March 26, 2016

Speaker: Paul Duncan
Subject: "Identifying Long-Term Income Opportunities: Using Trailing Performance to Weed Out Potential Underperformers"

In addition to re-introducing himself and hearing from the members on the strengths and weaknesses of the CI SIG, Paul gave a hands-on presentation on how successive trailing 12-mo performance in REV , Profits, and EPS can help to identify turning points in growth.

April 23, 2016


Dan Stewart, CFA®, President of NorAm Asset Management, Inc., and
Timothy Reazor, Chief Investment Strategist for NorAm Asset Management, Inc.

Subject: "Strategies to Protect Wealth and Generate Winning Trades"

In this workshop with Dan Stewart and Tim Reazor, we learned how to become a more consistent investor and how to:

  • spot portfolio destroying market downturns before they happen
  • identify high probability long & short setups amidst volatility
  • properly short markets/stocks in both taxable & IRAs accounts
  • avoid being taken advantage of by institutional investors
  • generate income
  • create a trading and investing plan for 2016
Special Opportunity given:
April 25, 2016 - April 29, 2016
In order to delve deeper into the Strategies presented during the Saturday Workshop, Tim and Dan held free private training sessions, online via GoToMeeting. These sessions reviewed individual 2016 trading plans for 2016, and discussed how to properly size trades for maximum gains and minimal risks while discovering which market correlations can significantly increase profitability.