March 26, 2016
"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.
"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:
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.
- 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