Getting Started SIG, August 9: “Bonds, James, Bonds”

August 4th, 2008

“Bonds, James, Bonds”

Have you had all the fun you can stand in the stock market? In contrast to stocks, bonds are boring — so boring that you just might be able to sleep at night. We take a basic look at: types of bonds; factors in bond pricing and return; risks; ways to invest; and the role of bonds in a diversified portfolio.

Powerpoint slide show: click Bonds, James, Bonds

Houston Investors Association Monthly Meeting 9 August

August 2nd, 2008

If you have trouble reading this in email, please click
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Updated 4 August with presentation description

 

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 9 August 2008 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 website Thursday prior to the meeting for the SIG topics and meeting room schedules.

 

This month our featured speaker is

John Bott

“Safe Havens”

“What inning are we in on the financial meltdown?” John Bott will tell you why we are in pre game batting practice.  Or do you think the financial meltdown is in the 9th inning? Our speaker says the game has not started yet.

Tri-star Investments http://www.tristar.us/John Bott now a regular on KSEV 700 with Lance Roberts

John has worked with investment securities for over 27 years. He is a well-known financial educator in the Houston, Texas area and taught on the adjunct faculty at the University of Houston School of business for a number of years. In his 27+ years in the field of Finance, Business and Economics, he was also financial consultant for the Gulf Coast Financial Managers society. As a business owner, Mr. Bott was the advisor and speaker for Pennsylvania Independent Bankers Association, West Virginia Independent Bankers, and the Michigan Association of Community Bankers. Mr. Bott has also been a frequent guest on “The Money Man Report” with Daniel Frishberg.As an author, Mr. Bott has written a highly regarded newsletter “Trendtracker” for over 18+ years, giving remarkable insights to the economic and financial markets. Mr. Bott has been used as the source for articles for Bloomberg magazine and a guest columnist for “Changing Times” magazine, and economic editorialist for the “New Enterpriser” Newsletter.Mr. Bott’s community activities in Houston include: Founder of the Northwest Coalition of Civic Organizations, Executive Director of Playhouse 1960, Board Member of Starmakers of the Northwest, as well as baseball, soccer, football and basketball coach for Inwood Dad’s Club, Walnut Bend Recreational Center, and Candlelight League.An Alumnus of the University of Houston and Southwest Texas State University, Mr. Bott lives in Northwest Houston with his wife Debra. They have 7 children, 4 grandchildren (and 2 more on the way).

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.

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.
Leigh Anderson HIA Communications hia@tayara.com
http://www.houstoninvestors.com

 

Getting Started 12 July 2008: How Low Can It Go?

July 12th, 2008

 ”How Low Can It Go?”

Think the market has bottomed? Think again. We review the metrics that say we’re not even half way there. But on a brighter note we’ll look at value-based investment strategies designed for the stuck-in-the-mud market we anticipate over the next several years.

PowerPoint slide show: click How Low Can It Go

Houston Investors Association Monthly Meeting 12 July [Updated]

July 6th, 2008

If you have trouble reading this in email, please click
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UPDATED ANNOUNCEMENT 

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.

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 12 July 2008 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. This month our featured speaker is

Myrna Agris
“Perspectives in Estate Planning”

Prior to joining Smith Barney in 1999, Ms. Agris practiced law in Houston in the area of Estate Planning.  She is one of the authors of the Elderlaw Handbook published by the Houston Bar Association, and is on the Elderlaw Committee of the Houston Bar Association.

Ms. Agris is certified by Smith Barney as a Wealth Advisory Specialist, and helps individuals, families, and business owners control their affairs, protect their families, and manage their assets.

The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meeting for the SIG topics and meeting room schedules.

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 hia@tayara.com
http://www.houstoninvestors.com

SIG details follow: Read the rest of this entry »

Getting Started SIG: Show me the MONEY!!

June 14th, 2008

Presentation  on use of Cash Flow in investment analysis, 14 June 2008

View or download this PowerPoint slideshow

Houston Investors Association Monthly Meeting 14 June

May 29th, 2008

If you have trouble reading this in email, please click

http://tayara.com/hia/archives/87

 

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.

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 14 June 2008 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. This month our featured speaker is

Jeffrey E. CurtissIssues to Consider in Investment Management for Individual Investors

 

(read more)

The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meeting for the SIG topics and meeting room schedules.

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 hia@tayara.com
http://www.houstoninvestors.com

Getting Started SIG: Why we should love (some) annuities

May 10th, 2008

2008-05-annuities.ppt

2008-05-annuities.pps PowerPoint show

Houston Investors Association Monthly Meeting 12 April

March 27th, 2008

If you have trouble reading this in email, please click
http://tayara.com/hia/archives/83

 

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.

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, April 12, 2008 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. This month our featured speaker is

Byron Haven
“M is for Market”
(as in CANSLIM)

I personally find the Market to be the most ambiguous component of CANSLIM.  However, because it is such a critical element of the method, it is essential to determine what phase the market is in before one invests.  William O’Neil explains that during market tops …. read more

The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meeting for the SIG topics and meeting room schedules.

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 hia@tayara.com
http://www.houstoninvestors.com

Hussman: Why is Bear Stearns Trading at $6 Instead of $2

March 25th, 2008
…In effect, the Federal Reserve decided last week to overstep its legal boundaries – going beyond providing liquidity to the banking system and attempting to ensure the solvency of a non-bank entity. Specifically, the Fed agreed to provide a $30 billion “non-recourse loan” to J.P. Morgan, secured only by the worst tranche of Bear Stearns’ mortgage debt. But the bank – J.P. Morgan – was in no financial trouble. Instead, it was effectively offered a subsidy by the Fed at public expense. Rick Santelli of CNBC is exactly right. If this is how the U.S. government is going to operate in a democratic, free-market society, “we might as well put a hammer and sickle on the flag.”…

More at Hussman Funds - Weekly Market Comment: Why is Bear Stearns Trading at $6 Instead of $2

Hussman: The Fed Can Provide Liquidity, But Not Solvency

March 17th, 2008
…For all I know, we could be removing a portion of our hedges a few weeks from now in response to lower prices. Or we could be taking a somewhat more constructive position in response to higher prices if we get a significant improvement in market internals. Maybe the market will rally and prompt us to raise our put option strikes to tighten our hedges. Maybe the market will crash. I don’t know. There isn’t a successful investor who does, because nobody achieves long-term success that way. Good investors may change their investment exposure substantially over the course of a market cycle, but they don’t imagine they can forecast short-term outcomes. Good investors put themselves in the position of being able to respond instead of being forced to react. We’ll take our evidence as it arrives. For now, we remain defensive. …

From Hussman Funds - Weekly Market Comment: The Fed Can Provide Liquidity, But Not Solvency - March 17, 2008