Next Meeting

March 18, 2017

Topic:
"High-Yield Investing in the Time of Trump""
Presenter:
Roger S. Conrad
Co-Founder and Chief Editor, Capitalist Times LLC
Location:
Richard J. Ernst Community Cultural Center
Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, Virginia 22003
Telephone: 703­-323-3000
Note: Parking at the Community College is free.
Map-Meeting Location
Campus Map
Cost:
Advance registration by mail, or on-line until 03/14/17 - $35.00 per person
Late registration on-line 03/15/17 until 03/17/17 - $40.00 per person
At the door registration, space permitting - $45.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM

Presentation Description:

Roger is Co-Founder and Chief Editor, Capitalist Times LLC.
Elections have consequences. But the real ones are hard to spot in the immediate aftermath of contentious elections and millions of investors are making what could be irreversible mistakes trying to bet on the incoming Trump Administration's policies. Industries and investments now heralded as "winners" under Trump will eventually be graveyards of capital. Conversely, sectors now shunned as doomed by Trump are gearing up to reward patient investors with massive returns over the next four years. Roger separates the best from the rest. No one digs deeper for income than Conrad and his partners at Capitalist Times LLC, publishers of Capitalist Times, and Conrad's Utility Investor and Energy and Income Advisor.

Attend this meeting to learn:
  • What the Trump Administration means for income investing.
  • How discriminating investors can turn doom into boom in a new era of higher interest rates.
  • Top recommendations for building a portfolio for big cash returns come what may.

Bibliography:

Roger S. Conrad has steered individuals and institutional investors to the highest returning energy and income stocks for more than 30 years. From 1989 to April 2013, he was the editor of Roger Conrad's Utility Forecaster, rated number one for 10-year risk adjusted performance by Hulbert Financial Digest at the time he left. Since April 2013, he's been chief analyst of Conrad's Utility Investor, and a partner at Capitalist Times LLC, publisher of Conrad's Utility Investor, Capitalist Times, Energy and Income Advisor and the trading service Pig Versus Bear. He's also an independent trustee for Miller Howard Mutual Funds and a partner at Halcyon Capital.

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for March 18, 2017 meeting

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April 15, 2017

Topic:
"OUTLOOK 2017: Will the Bull be Extended or Extinguished?"
Presenter:
Sam Stovall
Chief Investment Strategist/CFRA
Location:
Richard J. Ernst Community Cultural Center
Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, Virginia 22003
Telephone: 703­-323-3000
Note: Parking at the Community College is free.
Map-Meeting Location
Campus Map
Cost:
Advance registration by mail, or on-line until 04/11/17 - $35.00 per person
Late registration on-line 04/12/17 until 04/14/17 - $40.00 per person
At the door registration, space permitting - $45.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time: 9:30 AM to 11:30 AM

Presentation Description:

If the bull market had ended on November 25, 2016 with the then most recent high, it would have been the second-most expensive bull-market top, with a P/E near 25X. What's keeping prices afloat? Sam Stovall, Chief Investment Strategist of CFRA and author of The Seven Rules of Wall Street, will share with us CFRA's investment outlook for 2017, the sectors that should do well or poorly under the new administration, and how investors should position their portfolios to balance risk and return.

Attend this meeting to learn about:
  • EARNINGS OUTLOOK: Recession fears are being tamed by the prospects for a "v-shaped" recovery.
  • VALUATIONS: The "Rule of 20" says the S&P 500 could approach 2350 by the end of 2017.
  • SEASONALITY: The S&P 500's return from November thru April is usually much stronger than from May thru October. Investing cyclically from November through April, and then defensively from May through October, would have outpaced the S&P 500 by more than 500 basis points annually since 1990.

Bibliography:

As Chief Investment Strategist, Sam Stovall serves as analyst, publisher and communicator of CFRA's outlooks for the economy, market, and sectors. He is the Chairman of the CFRA Investment Policy Committee, where he focuses on market history and valuations, as well as industry momentum strategies. Sam is the author of The Seven Rules of Wall Street, and writes weekly "Sector Watch" and "Investment Policy Committee meeting notes" on CFRA's MarketScope Advisor platform. His work is also found in CFRA's flagship weekly newsletter The Outlook.

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for April 15, 2017 meeting

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Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Kenneth Williams

Contact Information

General Information
301­-593-4542
Questions about registration
703­-879-8480

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Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116


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