Upcoming Chapter Meeting: AAII Austin

Posted on September 23, 2013 | Local Chapters

Date: Monday, September 30, 2013
Topic: Energy Markets in 2013 and Beyond
Speaker: Dan Steffans, President, Energy Prospectus Group

In this presentation, Dan Steffans will discuss the details of energy industry operations in various locations including Eagle Ford, the Bakken, Marcellus Shale and the Permian Basin. He will also share his fair value estimates for companies on the Energy Prospectus Group’s “Sweet 16” and his methodology for determining energy company valuation.

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Upcoming Chapter Meeting: AAII Baton Rouge

Posted on September 21, 2013 | Local Chapters

Date: Saturday, September 28, 2013
Topic: All I Need to Know About the Stock Market I Learned in Kindergarten
Speaker: Paul Townsend, Associate Vice President, Investment Officer, Wells Fargo Advisors, LLC

Paul Townsend will be sharing the point & figure investment discipline of technical analysis. He will discuss investing across various asset classes including domestic and international stocks, sectors and commodities. Emphasis will be placed on the use of relative strength as a risk management and decision-making tool. Paul will also share how to create a customized “tactical” portfolio using exchange-traded funds (ETFs).

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Posted on September 20, 2013 | Stock Superstars Report

Stock Superstars alert for the week ending 9/20/2013 updated.

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Posted on September 20, 2013 | Dividend Investing

The week started with former U.S. Treasury Secretary Larry Summers pulling his name from consideration to succeed Ben Bernanke as the next Federal Reserve Chairman.

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GADGET CORNER – Phiaton Bridge MS 500 Over-Ear Headphones

Posted on September 20, 2013 | Computerized Investing

In this age of wireless this and wireless that, the traditionalist in me appreciates running across an “old school” gadget such as wired headphones.

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It’s The Simple Things That Matter

Posted on September 19, 2013 | Investor Update

I have a suggestion that will significantly impact your wealth: Focus on the simple things.

It’s easy to get caught up in the pursuit of beating the market. Forecasts about what the market is going to do, tactical asset allocation strategies to help you avoid down markets and advanced methodologies for stock selection all sound appealing, but there are actions you can take that will have a far greater impact on your long-term wealth and what you pass on to your heirs (or preferred charity).

If it sounds a bit odd, remember that the investment industry doesn’t make much money off of the simple things. Getting you to trade more often, switch brokerage firms, sign up for seminars, buy the latest fund incarnation and the like make the industry’s cash register ring. Your success is very much dependent on your ability to hit the mute button and not be distracted by whatever the investment industry can conjure up.

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AAII Sentiment Survey: Optimism pulls back slightly as pessimism jumps in this week’s Sentiment Survey

Posted on September 19, 2013 | AAII Survey

September 19, 2013

Bullish sentiment, expectations that stock prices will rise over the next six months, pulled back slightly after a spike last week. Bullish sentiment dropped 0.4 percentage points and is now at 45.1%. This is the second time in six weeks that bullish sentiment is above its historical average of 39.0%.

Neutral sentiment, expectations that stock prices will stay essentially unchanged, declined another 4.7 percentage points after dropping 3.3 percentage points last week. Neutral sentiment now sits at 25.2% marking the third time in five weeks that neutral sentiment is below its historical average of 30.5%.

Bearish sentiment, expectations that stock prices will fall over the next six months, jumped 5.1 percentage points to 29.7%. The jump in pessimism follows a large drop last week. The historical average is 30.5%.

The swings in sentiment come as no surprise with all the uncertainty in the market. The Federal Reserve announced that it will not begin tapering at the current time, causing the market to rally. The announcement was made yesterday, so it most likely had no drastic effect on our sentiment survey. It will be interesting to see how the news affects investor outlook next week.

This week’s special question asked AAII members how they felt about the changes made to the Dow Jones industrial average. A little less than a third (30%) of respondents said that they liked the change. Most investors that liked the change stated that they thought it made the average more timely and current. More than a third (36%) of respondents did not care, either because they like to follow a different index or because they do not look at indexes much at all. Some respondents (18%) did not like the change, stating that the change will skew the average upward and that there are too many financials.

Here is a sampling of the responses:

  • “Not much. Don’t care about a price weighted index.”
  • “It makes sense, since those stocks that were taken out are obsolete.”
  • “I believe that although the changes reflect the current investing environment, it is continued movement away from INDUSTRIAL firms to service based firms.”
  • “Logical, but does not have any particular impact on my investing activity.”
  • “Makes the DOW even more “skewed up”. I follow the S&P 500 and S&P 500 Equal Weighted.”

This week’s AAII Sentiment Survey:

  • Bullish: 45.1%, down 0.4 percentage points
  • Neutral: 25.2%, down 4.7 percentage points
  • Bearish: 29.7%, up 5.1 percentage points

Historical averages:

  • Bullish: 39.0%
  • Neutral: 30.5%
  • Bearish: 30.5%

The AAII Sentiment Survey has been conducted weekly since July 1987 and asks AAII members whether they think stock prices will rise, remain essentially flat, or fall over the next six months. The survey period runs from Thursday (12:01 a.m.) to Wednesday (11:59 p.m.) The survey and its results are available online at: http://www.aaii.com/sentimentsurvey

Upcoming Chapter Meeting: AAII Boston

Posted on September 19, 2013 | Local Chapters

Date: Thursday, September 26, 2013
Topic: The Retirement You Deserve
Speaker: Robert Powell, Columnist & Editor, Retirement Weekly

In this presentation, Powell will discuss the major aspects of saving for and living in retirement. He will explore various saving-for-retirement rules of thumb; the need to estimate sources of income and expenses in retirement; the use and value of a retirement balance sheet. Powell will discuss various retirement withdrawal strategies given your level of “retirement fundedness.” Powell will address the major risks Americans will face in retirement, including health care shocks, death of a spouse, and longevity, and how to best mitigate those risks. Powell will also cover the need to leave behind a non-financial legacy.

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iVolatility Lite for Android and iOS

Posted on September 19, 2013 | Computerized Investing

IVolatility Lite is a mobile options data analysis application.

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Posted on September 18, 2013 | Computerized Investing

Monthly Income and Expense Tracker does exactly what its name promises; it tracks income and expenses with an interface is a little different than other budgeting programs.

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