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Thematic Investing

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A PowerTrend is a market ... Edge Components Regulatory and Standards Bodies Enterprise & Government Spending Global Vendors Raw Material and Commodity ... – PowerPoint PPT presentation

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Title: Thematic Investing


1
Where is the Economy Today and Where the Is
It Going?
2
(No Transcript)
3
Where Are We?
4
Where Are We?
5
Where Are We?
6
Where Are We?
7
Where Are We?
8
Where Are We?
9
Where Are We?
10
Where Are We?
11
Earnings Expectations
12
Earnings Expectations
13
10-Year Treasury Rates
14
Low Rates Fuel Buybacks
15
Low Rates Fuel Buybacks
16
Outside the U.S.
17
Outside the U.S.
18
Outside the U.S.
19
Outside the U.S.
20
Outside the U.S.
21
Global View
22
Hmmmmmmm
23
Hmmmmmmm
24
Whats Ahead?
25
Whats Ahead?
Velocity
Vector
26
Why Am I Here?
  • Editor of Growth Dividend Report, PowerTrader
    and PowerOptions Trader
  • Portfolio Manager, Thematic Growth Portfolio
  • Assistant Professor, NJCU Business School
  • Contributor at Forbes.com, Real Money Pro and
    FoxBusiness.com
  • Weekly guest at TheStreet TV
  • Frequent on-air guest

27
Why Am I Here?
28
Howd we do
  • Growth Dividend Report, PowerTrader and
    PowerOptions Trader
  • 100 double digit winners
  • 70 triple digit winners
  • Since May 2012
  • PowerOptions Trader 36 42 day holding

29
How?
  • Portfolio manager of the Thematic Growth
    Portfolio at Fabian Wealth Management a
    thematically driven long only managed portfolio
  • Senior Vice President, Equity Research at
    Friedman Billings Ramsey
  • Honorable mentions in Institutional Investor
    annual research analyst rankings
  • Five-star analyst by Zacks Investment Services
  • Four-star analyst ranked by Star Mine
  • Analyst at Donaldson Lufkin Jenrette and Salomon
    Brothers
  • Quoted extensively in The Wall Street Journal,
    Investors Business Daily, The Street, USA Today
    and other publications Appeared on Fox Business,
    CNBC, CNBC Europe, CNNfn, Bloomberg TV
  • MBA Finance Fordham UniversityBS Mathematics
    BA Economics Fairfield University

30
How?
A PowerTrend is a market shift that shapes and
impacts consumer behavior, forcing companies to
make fundamental changes to their businesses to
succeed
31
What is a PowerTrend?
  • Economics
  • Where are we in the economic cycle?
  • What is the vector?
  • Expansion, contraction or stagnation?
  • Input prices, commodities, inflation
  • Demographics
  • Population dynamics
  • Jobs and incomes
  • Psychographics of consumers and enterprises
  • Conserving or splurging?
  • Spending and hiring or cutting and slashing?

32
What is a PowerTrend?
  • Politics and regulatory mandates
  • Policy, spending and debt
  • Compliance emissions, environment, Medicare
  • Cyclical vs. Structural shift
  • Mobile, the Cloud, Social Media, etc.
  • PCs to smartphones and tablets
  • Broadbands implications/opportunities
  • Industry evolution and disruptive technologies
  • Touch, voice, new materials, new processes, etc.
  • U.S. and non-U.S.
  • Global repercussions

33
Many Factors
  • Numerous Ecosystem Influencers

34
Data, Data and More Data
  • Tons of Information for Context Perspective
  • News releases, SEC Filings, Annual Reports
  • Newspapers, magazines
  • Studies, white papers and polls
  • Government statistics U.S. and other
  • Third party data
  • Gartner, OECD, World Bank, UN, and others
  • Management

35
Information
36
How Do You
37
Think Different
Wall Street
PowerTrend
Industry
Catalyst
Peer Group
Affected Companies
Company
Risk vs. Reward
Recommendation
Action
38
Howd we do
  • Growth Dividend Report, PowerTrader and
    PowerOptions Trader
  • 100 double digit winners
  • 70 triple digit winners
  • Since May 2012
  • PowerOptions Trader 36 42 day holding

39
Where are we now?
40
Whats Ahead?
  • Manufacturing
  • Housing
  • Consumer
  • Inflation and Costs
  • Non-U.S.

41
When Will the Fed Raise Rates?
42
Still Many Tailwinds and Pain Points
43
PowerTrends
44
Picks
  • Qualcomm (QCOM)
  • Qualcomm (QCOM)
  • American Railcar (ARII)
  • Utilities SPDR (XLU)
  • March 47 XLU calls

45
Chris Versace www.ChrisVersace.com
46
QA
  • Ask now or
  • Chris_at_ChrisVersace.com
  • _at__ChrisVersace

47
Salem Eagle Booth
  • Salem Eagle Booth 107
  • Growth Dividend Report
  • 249/99/77
  • PowerOption Trader
  • 99 1Q/ 1250 yr
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