Power Up Your Portfolio with Energy
Saturday, August 9 • 8:00 am – 10:00 am
There may not be another industry in the world as dynamic and prone to new discovery as energy right now. This means one important thing for investors, opportunity. Editor of The Energy Strategist, Elliott Gue , will study with you this evolving sector and present to you his insider predictions and analysis for how the most-talked about industry in the world today can bolster your portfolio.
He will discuss current trends and their effect on energy investing. No new refineries have been built in the US since 1976 so refining capacity is ultra-light. A handful of refineries are cashing in. Global energy consumption is slated to grow 57%, to 702 quadrillion BTUs by the year 2030, led by massive growth in demand from emerging markets. The world’s easy-to-produce onshore fields oil reserves are experiencing declining production; global producers must employ advanced technologies and techniques to coax oil from complex fields and deepwater reservoirs.
Join Elliott Gue and find out which firms and sectors have already peaked. Discover which energy-related areas are poised to benefit from ongoing as well as future trends. And uncover those companies still undervalued but ready to take off.
$89 per person early-bird price if purchased by July 24;
$99 regular price.
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Modern Option Trading Techniques
Friday, August 8 • 10:30 am – 12:30 pm
Professional trader Lawrence McMillan is perhaps
best known as the author of Options as a Strategic
Investment, the best-selling work on stock and index
options strategies, which has sold over 200,000 copies.
He will cover some basic definitions (option models,
implied volatility, futures contracts), then will delve into
several diverse option topics. First, the use of options as a contrary
indicator will be discussed—particularly as it applies to the Volatility
Index ($VIX) and weighted put-call ratios. Then he’ll describe how
to trade the high volatility in today’s market through strategies
designed just for this purpose—both from a speculative as well as a
hedged perspective. This will include straddles, calendar spreads,
diagonal spreads, and ratio spreads—all of which can be employed
in a high-volatility market. Finally, he’ll look at the newest
application: trading volatility options: how they’re priced, why
they’re different than stock options,
how to use them for speculation,
and—perhaps most importantly—why
they’re the best way to protect a stock
portfolio (as opposed to the old, tired
strategy of buying index puts). And,
just for good measure, he’ll throw in a
new trading system with a solid track
record, that is so simple, it should be
viable for any short-term trader.
$89 per person early-bird price if purchased by July 24;
$99 regular price.
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Value Investing in Today’s Market
Friday, August 8 • 8:00 am – 10:00 am
While some investors may shy away from the markets
during times of high volatility as in recent months,
value investors thrive on the bargains that emerge as a
result of down movement. We’ve seen it over and over, a
strong, growing company dragged down when a leader
in its industry falters or companies that have a
management shakeup being mistakenly viewed as unstable by the
market. Kelley Wright , managing editor of Investment
Quality Trends, will teach you indicators like these and how you
can discover them quickly. Under the tutelage of Geraldine Weiss,
Mr. Wright has become a master of the market bargain, and
developed a renowned screening process that he will share. He’ll also
tell you which stocks his research and analysis say are hot right now.
If you’re uneasy in fast-moving markets, this is your chance to not
only become more comfortable, but also learn how to thrive and
take strong profits in unsure times.
$89 per person early-bird price if purchased by July 24;
$99 regular price.
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Is This a Good Time to Buy Growth Stocks?
Friday, August 8 • 4:45 pm – 6:45 pm
In these turbulent times it’s difficult to know what
sectors and stock types to allocate in your portfolio. Jim
Collins , CFA, chairman and CEO of Insight
Capital Research and Management, Inc., one of
the country’s renowned growth managers, explains the
role growth stocks should currently play in your portfolio. We’ve all
heard how the weak dollar and globalizing economy is helping large
established American companies, but is domestic weakness
countering these factors? Will growth stocks see a boost from the
$168-billion stimulus package or will consumers stash the bonus for
a rainy day? Are the mortgage and credit problems done wreaking
havoc on the traditionally strong financials or is the worst yet to
come? These questions and more will be
answered in this straight-shooting session.
Mr. Collins will also share his growth strategy
for the current market and second half of the
year, along with specific winners and losers.
In a market where it seems any sector can go
either way on any given day, spending two
hours with one of the best growth managers
will provide a solid foundation for your
decision-making process going forward.
$89 per person early-bird price if purchased by July 24;
$99 regular price.
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Knowing When to Sell
Saturday, August 9 • 2:15 pm – 4:15 pm
When it comes to making money in the stock market, you have
been told all your life that the key is to buy the right stock at the
right time. And, you get lots of advice on just what stocks to buy.
The hard part—and the most important part—is to know when to
sell. Most investors just wait too long or they sell too early. They
continually second-guess themselves with regard to selling. Should
they sell now? Or, should they wait until after the
next earnings report? Or, should they wait until
they get the dividend? Maybe their basis is
incredibly low and they can’t bear to sell even if
the stock has lost 30% in the last six months; but
they know they should probably do something.
In this two-hour, intensive session, you will learn how to
answer all of these questions and how to always know
when it is the right time to sell. You will discover how to
remove, forever, the second-guessing and self-flagellation
regarding whether to sell or not sell. This
course is designed for both seasoned investors as well as
beginners. Mike Turner , president, TurnerTrends, Inc., will
show you how these rules for selling can generate substantially
significant and consistent profits, year after year after year.
$89 per person, early-bird price if purchased by July 24,
$99 regular price.
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Building a Supercharged Portfolio of ETFs
Saturday, August 9 • 10:30 am – 12:30 pm
Take your portfolio off Prozac. The average portfolio
contains tired, me-too funds that may have been
successful five or ten years ago but have long since worn
out their welcome. The ETF world, on the other hand,
abounds with tailored portfolios that open up explosive
new investment arenas, from commodities to the fastest-growing
equities. And not just exotics like emerging markets,
though those are still important. Many of the highest-returning
corners of the domestic stock and bond markets are ignored by
investing books, old-school financial advisers, and Internet
investing sites. Learn how to harness a team of thoroughbred ETFs
with the energy to race and the discipline to pull together. Find out
how to tone down a portfolio’s risk as your investment goal, be it
retirement or buying your first home, approaches, without giving up
the opportunity for outsize returns.
In this intensive session, Tim Middleton , MSN Money
columnist, and editor of ETF Insider, will examine a variety of
potent ETFs covering the investment spectrum from domestic
equities and foreign bonds to agricultural commodities and
commercial real estate. We’ll explore the hidden tax traps in what is
generally a tax-efficient marketplace, as well as the differences
between ETFs and their close cousins, ETNs. With nearly 700 ETFs
competing for investors’ attention, choosing among them has never
been more important—but this session will identify the relatively
few best-of-breed ETFs you need for a well-rounded portfolio.
$89 per person early-bird price if purchased by July 24;
$99 regular price.
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Sector Investing: Tools for
Finding the Leaders
Friday, August 8 • 2:15 pm – 4:15 pm
Finding the vital few in the trivial many! This is what
sector investing embodies as a strategy. ETFs, sector
funds, and stocks are tools that capitalize on this style of investing.
What started out as a simple approach to using index-driven sectors
has expanded, introducing complexity. The selection process can
remain simple by having a defined approach to adding and deleting
positions in your portfolio. You will learn about technical and
fundamental approaches for entry, stops, targets, and exits. Sector
investing offers great potential returns, but without a disciplined
investment approach it also introduces greater risk of principal. Our
goal is to give you some simple tools and provide the investment
expertise, which will give you success in this growing market. We
will design a strategy based on today’s market to capture the moving
sectors. Instructor Jim Farrish , founder and editor,
SectorExchange.com, has published, taught, and managed
money for investors for over 24 years. This two-hour intensive
workshop, offered exclusively through The Money Show, is designed
to help you put the power of sector investing into practice.
$89 per person early-bird price if purchased by July 24;
$99 regular price
Hedge Fund Secrets Revealed: How to Become
Your Own “Hedge Fund” Manager
Saturday, August 9 • 4:45 pm – 6:45 pm
Former mutual fund and hedge fund manager Nicholas
Vardy will reveal the secrets of the system he developed
to manage a London-based hedge fund. He’ll share with
you the #1 secret of the world’s most successful hedge
funds, the conventional wisdom he had to “unlearn”
after retiring from a career managing over $1 billion in mutual funds
to managing a hedge fund, the secret “tricks of the trade” the
world’s top hedge fund managers don’t want you to know.
In the final segment of the seminar, he will construct a real hedge
fund portfolio, step by step, which will include his personal top five
investment picks. This will be followed by a Q&A session where he
will answer specific questions about your portfolio.
Make no doubt about it. This is the highest quality information
about managing your personal portfolio like a hedge fund you are
likely to find anywhere. You will come away with a practical, easy-to-use system for managing your investments like the world’s top
hedge funds—as soon as you walk out the door.
$89 per person early-bird price if purchased by July 24;
$99 regular price.
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