
Just the Right Time to Sell
Arguably the most difficult and challenging chore
in money management is, “when to sell and how
to do it.” Proposals for new capital gains tax
legislation are likely. Robert Stovall, managing
director, Wood Asset Management, Inc., outlines how
mechanical wisdom regarding stock selling strategies should be
understood: fundamental “red flags” identified, psychological
phenomenon respected, and technical patterns noted. Selling
actions should follow. |
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Bear Market Blues and
How Not to Get Burned
KCI’s resident jack-of-all-trades Neil George,
editor of Personal Finance, Neil George’s
Inner Circle, The Yield Letter, and Pay Me
Weekly, will share his latest investment ideas for
the current market. As editor of one of the world’s highest
circulation investment advisories, Personal Finance, he is well
known for his diligent research, a deep knowledge of the inner
workings of the investment world, and uncanny ability to find
the best stocks flying under Wall Street’s radar.
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How to Get Started in Options
Saturday, August 9 • 3:15 pm - 5:00 pm
 Join top options instructor Peter
Zomaya as he shows you how to
use options to diversify your portfolio and generate
significant returns in all markets. Discover the
basics of options trading and see why they are one
of today’s best-kept secrets for making hefty
returns with limited risk. Here’s your opportunity to learn how
professionals use options to control risk and maximize
earnings—and how you can, too.
As a respected long-time instructor and trader, Mr. Zomaya
specializes in teaching options strategies to self-directed
investors. He has taught tens of thousands of people how to
properly trade options using controlled-risk strategies, and how
to take advantage of the many benefits that individual
investors have over floor traders. |
Tom Sosnoff: Positioning Your Portfolio
for 2008
Election Volatility
Friday, August 8 • 7:00 pm – 10:00 pm
Trading ideas, contrarian theory, electiontime
nervousness? Combine the power of thinkorswim
technology, lame humor, and stock market insights in this new,
thinkorswim-sponsored evening event. thinkorswim founder
Tom Sosnoff will lead you through the trade selection methods
he uses to trade successfully for whatever the rest of 2008 holds.
Passport to International Opportunities
International stock markets have outperformed the US
markets over the past several years as economic growth in
other countries has outstripped ours. However, in 2008, stock
markets worldwide have pulled back. Allan Nichols, CFA,
editor, Morningstar InternationalInvestor, will show
you why international investing can still help your portfolio
and how you can take advantage of faster growth
in other countries. He will also show how
Morningstar's consistent approach to analyzing
companies can reduce your risk and lead to
opportunities available outside the US as well as
sharing his favorite stocks. |
Extreme Income Investing
Take high yield investing to the next level and
discover how sophisticated structured products and
leverage strategies are able to deliver current yields of
up to 20% in short-term instruments. Bryan Perry,
editor, The 25% Cash Machine and Tactical Trader,
uncovers new ways to make up to five times what the highest
CDs are paying in securities that are based on Wall Street’s
favorite big-cap stocks. With interest rates so low, its time to see
what new, creative methods of income are available to the
investor seeking outsized yields. |
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Profit from Meltdown Mania
John Dessauer, editor, John Dessauer’s
Investor’s World, will discuss why he believes
that hysteria has infected the Wall Street crowd’s
psyche and why the crowd is dead wrong.
Homeowners are rational, responsible, competent managers of
their financial affairs including home loans. He’ll share his
thoughts on why the mortgage mess is not a bank killer and
banks are among your best investments. |
Scanning Made Simple:
Stock Scanning for Beginners
Saturday, August 9 • 3:15 pm - 4:00 pm
Scanning for stocks use to mean either
complicated formula languages or canned
limited choices. In this workshop we will
show you that anyone can scan for stocks based on any
conditions imagined. We take you step-by-step through
dragging items from your charts and instantly transforming
them into conditions that can find stocks in seconds based on
your own ideas. We will scan for stocks moving this minute on
strong volume, stocks with earnings growth and even stocks
experiencing accumulation by institutions. This is just the
beginning. It’s worth coming to class to jot down the stocks we
uncover with unprecedented drag-and-drop two-second
scanning technology. |
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Following Investment Newsletters
in an Election Year
The stock market follows a distant cycle during
the four years of a President’s term; what works at
some points in the cycle doesn’t necessarily work
in others. Mark Hulbert, editor, The Hulbert
Financial Digest, and a regular columnist for
the Sunday edition of The New York Times, has
complied 26 years of research in the performance of financial
newsletters. In this session, he uses his vast historical database
to examine newsletter success and failure and its correlation
with major elections, including predictions in 2008.
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Harvesting Wealth Through Dividends
The allure of reliable and growing dividends is
still misunderstood and ignored by the market at
large—which provides tremendous opportunity
for disciplined income investors. Josh Peters,
editor, Morningstar DividendInvestor, will
share his unique approach to building portfolios
that stand to meet real-world financial needs through cash
dividends. In addition to the essentials of his strategy—the
income, insight, and independence that dividends and
dividends alone can provide—he will provide several of his top
recommendations for consistent income and income growth. |
Learn to Trade the Forex Market
Saturday, August 9 • 7:00 pm - 9:00 pm
 FXDD is hosting an intensive
seminar where they will
discuss how to trade the forex
market. Leading the seminar is Jeffrey Baskin,
director of Client Education for FXDD,
who will cover all aspects of forex trading including, basic
terms of the market, technical analysis, money management,
how to avoid the pitfalls of forex trading, and the
psychological and emotional side of trading.
BetterInvesting Presents: An
Introduction to
Fundamental Investing
Friday, August 8 – Sunday, August 10
 BetterInvesting is the leading national,
nonprofit, tax-exempt organization
whose membership consists of investment clubs and
individual investors. Its mission is to provide a program of
sound investment information education and support that
helps create successful, lifetime investors.
In this series of special topics classes,
you will learn the BetterInvesting
approach to stock analysis, including
tools to identify quality growth stocks
and to determine their fair prices. These
classes will help you determine industry
leaders, how you can evaluate them,
and how to manage your portfolio for
quality and long-term growth. |
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