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Meetup Location RSVPs
Oct 28 7:00 PM

51 attended (est.) – 4.50 4.502

Please RSVP!

Market Talk - Open Discussion

We will be doing an interactive market talk this month. Come prepared with your opinions on the direction of the market and the econom and why. The discussion will be lively; insights come from around the room.

Stock Picks by Chris Jones

Bring your tickers - the group will analyze them on the fly

Feature Talk: Technical Analysis topic by Charlie Kirkpatrick

Don't miss this! Charlie literally wrote the book on Technical Analysis (one of them, anyway).

Throughout his 42 years in the investment field, the national media and his peers have recognized Charles D. Kirkpatrick II. He has been featured on Wall $treet Week, CNBC, and in the magazine Technical Analysis of Stocks and Commodities, has been quoted in such publications as the Wall Street Journal, Businessweek, Forbes, Futures Magazine, Money Magazine and the New York Times, and has written articles for Barron’s and the Journal of Technical Analysis. He is the only person to win the annual Charles H. Dow Award twice, for articles on technical analysis in 1993 and 2001. The Market Technicians Association, Dow Jones Newswire, Bridge Information Systems, and Barron’s jointly sponsor the Charles H. Dow award. In 2008, he won the MTA Annual Award “for Outstanding Contributions to the Field of Technical Analysis.”

He has been a featured speaker before such professional organizations as the New York Society of Security Analysts, Financial Analysts Federation, Market Technicians Association and the Foundation for the Study of Cycles, and he is mentioned in Who’s Who in Industry and Finance as well as other professional biographical publications. He is a Chartered Market Technician, a past elected Board Member of the Market Technicians Association (www.mta.org), past editor of their Journal of Technical Analysis, Chairman of their Academic Liaison Committee, responsible for the development of courses in technical analysis at major business schools. He currently spends much of his time as Director of the Market Technicians Association Educational Foundation (www.mtaef.org) developing courses in technical analysis for colleges and universities.

After serving as a combat decorated officer with the 1st Cavalry Division in Vietnam, Mr. Kirkpatrick began his career with the investment advisory division of Brown Brothers Harriman & Co. managing the Harriman family accounts. He later moved to the Tabell Group at Walston & Co. where he assisted in the origination of an extensive historical database on the stock market and in the creation of one of Wall Street’s first block trading desks. He then joined the Arthur Lipper Corporation where he originated a number of notable studies on individual stock price patterns, relative price strength and earnings growth.

In 1970 Mr. Kirkpatrick co-founded the Market Forecasting division of Lynch, Jones & Ryan and in 1978 his own market forecasting and brokerage firm, Kirkpatrick & Company, Inc., which published an investment-strategy letter, provided computerized stock-selection methods to institutional portfolio managers, managed a hedge fund, and traded options on the PHLX and CBOE. While currently retired from the investment management, brokerage and trading businesses, he continues to publish his Market Strategist letter, to calculate his award-winning stock-selection lists, to lecture to investment classes at colleges and universities throughout the country, and beginning in the fall of 2009 to teach a credit course in technical analysis at Brandeis University's graduate school of business.

A graduate of Phillips Exeter Academy, Harvard College (AB), and the Wharton School of the University of Pennsylvania (MBA), Mr. Kirkpatrick lives in Kittery, Maine.

BOSTON TIGER PRE-MEETING Announcement:
The Boston Tiger Meeting of the Tiger Financial Network meets during the hour from 5:30 PM to 6:50 PM. Go to http://www.tfnn.com/bostonmeeting.php to see the full announcement. For questions, see Bob Podd at bpodd@softwareresults.com. The meeting is the same room as the 7:00 meeting.

To join our online discussion go to
http://groups.google.com/group/bostonibd
or send email to Jeff Orrik at orrik@comcast.net

In order to identify people who evidence expertise in particular interests we have virtual trading.
To join in our virtual trading, go to this link for instructions and signup links:
http://groups.google.com/group/bostonibd/browse_thread/thread/ff5e030eb15a6c7c

If you have a friend you talk stocks with, bring them with you!

Food or drinks are not allowed in any MIT meeting room.

We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone.

This is a free and open meeting. No membership is required, but please RSVP.

MIT Building E51, Room 335
Cambridge, MA, 02139

51 Yes
8 Maybe

Oct 16 7:00 PM

77 attended (est.) – 5.00 5.0010

Title: Option Strategies

Please RSVP! RSVP Link

Randy Frederick is Director of Trading and Derivatives at the Schwab Center for Financial Research. He is one of the chief architects of Schwab’s option trading platforms and analytics tools. He focuses primarily on public relations, client education and product development. He has served on various corporate and industry committees including the FISD Executive Committee, the ISE allocation Committee and the ISE Board of Directors.
Frederick, a respected industry veteran with more than 20 years experience, writes blogs and educational articles for Schwab’s website and client newsletters. He was the host of the weekly radio show “The OPTIONal Hour” on TFNN from 2005 – 2007 and he has been published in trade magazines such as Active Trader, Futures & Options Trader, SFO and Futures. He is a frequent guest on CNBC and Bloomberg TV, he is a member of the Forbes Intelligent Investing team, and his comments appear regularly in the financial news media including The Wall Street Journal, Barron’s, the Financial Times, Bloomberg, Dow Jones, Reuters, USA Today, Forbes.com and TheStreet.com.

Agenda/Outline

•Option Basics
o Sentiment
o Rights vs. obligations
o Max gain, Max loss and Breakeven calculations
•Covered calls
o Use
o Comparisons
o Advantages & disadvantages
•Greeks
o Delta, Vega & Theta
•Cash Secured Equity Puts
o Use
o Comparisons
o Advantages & disadvantages
•Bullish spreads

To join our online discussion go to
http://groups.google....
or send email to Jeff Orrik at orrik@comcast.net

In order to identify people who evidence expertise in particular interests we have virtual trading.
To join in our virtual trading, go to this link for instructions and signup links:
http://groups.google....

If you have a friend you talk stocks with, bring them with you!

Food or drinks are not allowed in any MIT meeting room.

We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone.

This is a free and open meeting. No membership is required, but please RSVP.

MIT Building E51, Room 335
Cambridge, MA, 02139

75 Yes
16 Maybe

Oct 13 7:00 PM

27 attended (est.) – 4.50 4.505

Please RSVP!RSVP Link

Harlan's Market Update led by Harlan Rieur
Harlan gives us his live market analysis on market trends. Using StockCharts.com and his own combination of indicators - Bollinger Bands, stochastic RSI, MACD, Williams%, OBV plus his panoply of moving averages.

Tips, Tricks and Techniques by Jeff If you have a method, a book, a spreadsheet, a website or anything you'd like to share, this is your time. Consider it Show &Tell for traders. But be concise! We want to get in as many of these as we can. Plan to spend 2 to minutes presenting your idea. If it involves the internet, I will put the site up on the screen.

Stock Picks led by Chris Jones
Bring your stock picks and we'll analyze them en groupe

The Professional's Corner by Fred Sears.
Fred is a long time professional trader. Part Commentary, part Q&A, part open discussion. Always inciteful and thought provoking.

Our members value discussion highly. We try to pack as much discussion as possible. Expressing ideas and sharing knowledge is paramount to our members.
All levels of expertise are welcome. No question is too simple - as a matter of fact the simplest question often evokes the best discussion!
Newcomers gather at the podium during the 8:00 break to learn about the group. Welcome!
If you talk stocks with someone then bring them with you!
To join our online discussion go to
http://groups.google.com/group/bostonibd
Food or drinks are not allowed in any MIT meeting room.
Make your own investment decisions! Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone.
This is a free and open meeting. No membership is required, but please RSVP.

MIT Building E51, Room 335
Cambridge, MA, 02139

27 Yes
4 Maybe

Oct 7 7:00 PM

43 attended (est.) – 4.50 4.503

Title: Opportunities in Green Investing

Please RSVP! RSVP link


Growing evidence suggests that the green economy is likely to be one of the most powerful engines of global economic growth over the next decade. Enormous environmental challenges —climate change and resource scarcity — are perhaps the greatest challenges ever faced, and the solutions to these problems must be huge. Climate change threatens our short-term prosperity and our long-term survival, and global policies are rapidly being developed to reduce carbon emissions. Resource scarcity is also a huge issue facing society as populations and incomes grow, while finite supplies of key resources like energy, food, water, and other commodities dwindle as we struggle to meet ever-growing global demand.
These environmental concerns have spurred massive societal efforts on renewable energy, energy efficiency and other solutions, creating a number of rapidly-growing, multi-billion dollar industries. Winslow Management Company’s funds seek to capture these tremendous growth opportunities, by identifying the key green industries, technologies and companies that are driving this economic transformation.
Featured speaker Matthew Patsky of Winslow will discuss these investment opportunities, and provide examples of the industries and companies that Winslow believes are best poised to capitalize on the green technology revolution.
Matthew Patsky has over 20 years of investment research and management experience. He is co-portfolio manager of the Winslow Green Growth Fund and Winslow Green Solutions Fund. Prior to joining Winslow in 2002, he served as Director of Equity Research for Boston-based Adams Harkness, Inc., where he supervised 21 research analysts focused on emerging growth technology, healthcare and consumer companies. Mr. Patsky frequently speaks on a range of green investment topics, including renewable energy, climate change, and the organic and natural products industry.

To join our Google Group - BostonIBD - for online discussion go to
http://groups.google.... .

To join in our virtual trading, go to this link for instructions and signup links:
http://groups.google....

If you have a friend you talk stocks with, bring them with you!

Make your own decisions about investing your money. Investment ideas and recommendations made in our meetings and our online dialogs bear no liability by anyone.

Building E51-325
Cambridge, MA, 02139

42 Yes
19 Maybe

Sep 23 7:00 PM

67 attended (est.) – 4.50 4.5012

Please RSVP!

Market Talk by Jerry Zukowski

Jerry Zukowski will be delivering our market talk this month. He is a former mutual fund manager.
This is our regular forum for market discussion. The talk starts with a market prediction by the speaker. The speaker then makes a short case for the prediction - about 10 minutes. The audience participation of this 30 minute talk should be 20 minutes. The discussion is lively; insights come from around the room.

Stock Picks by Chris Jones

Bring your tickers - the group will analyze them on the fly

Feature Talk: The Chapman Wave, Stocks and the Market by Basil Chapman

Basil Capman returns with a feature length talk on his Chapman wave and what its telling us about stocks and the market. He will be analyzing several charts.

Feature Talk: A Simple Trading Strategy by Rondeau Flynn

Investor/Trader Rondeau Flynn will discuss the ease and simplicity of trading just one price pattern that can be found in any market, and any time frame. He will outline the basis for a risk adjusted return that correlates with volatility, and show a unique way in how profits targets can be measured. New and experienced traders alike should benefit from a defined edge that this one sole price pattern presents. Working on his 4th trading manual due out next year, Rondeau Flynn will show how sometimes, simple really is better.


The agenda:
7:00 Introduction, Announcements, Polls by Jeff
7:10 Market Talk by Jerry Zukowski
7:40 Stock Picks
8:00 Break
8:10 Feature Talk: The Chapman Wave, Stocks and the Market by Basil Chapman
9:00 Feature Talk: A Simple Trading Strategy by Rondeau Flynn

BOSTON TIGER PRE-MEETING Announcement:
The Boston Tiger Meeting of the Tiger Financial Network meets during the hour from 5:30 PM to 6:50 PM. Go to http://www.tfnn.com/bostonmeeting.php to see the full announcement. For questions, see Bob Podd at bpodd@softwareresults.com. The meeting is the same room as the 7:00 meeting.

To join our online discussion go to
http://groups.google.com/group/bostonibd
or send email to Jeff Orrik at orrik@comcast.net

In order to identify people who evidence expertise in particular interests we have virtual trading.
To join in our virtual trading, go to this link for instructions and signup links:
http://groups.google.com/group/bostonibd/browse_thread/thread/ff5e030eb15a6c7c

If you have a friend you talk stocks with, bring them with you!

Food or drinks are not allowed in any MIT meeting room.

We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone.

This is a free and open meeting. No membership is required, but please RSVP.

MIT Building E51, Room 335
Cambridge, MA, 02139

65 Yes
10 Maybe

Sep 8 7:00 PM

82 attended (est.) – 4.50 4.5011

Please RSVP!

Harlan's Market Update led by Harlan Rieur
Harlan gives us his live market analysis on market trends. Using StockCharts.com and his own combination of indicators - Bollinger Bands, stochastic RSI, MACD, Williams%, OBV plus his panoply of moving averages.

The Professional's Corner by Fred Sears.
Fred is a long time professional trader. Part Commentary, part Q&A, part open discussion. Always inciteful and thought provoking.

One Indicator by Herb Brun
Herb will continue the series on by telling us the ins and outs of another indicator.

Stock Picks led by Chris Jones
Bring your stock picks and we'll analyze them en groupe

Tips, Tricks and Techniques by Jeff If you have a method, a book, a spreadsheet, a website or anything you'd like to share, this is your time. But be concise!


Our members value discussion highly. We try to pack as much discussion as possible. Expressing ideas and sharing knowledge is paramount to our members.
All levels of expertise are welcome. No question is too simple - as a matter of fact the simplest question often evokes the best discussion!
Newcomers gather at the podium during the 8:00 break to learn about the group. Welcome!
If you talk stocks with someone then bring them with you!
To join our online discussion go to
http://groups.google.com/group/bostonibd
Food or drinks are not allowed in any MIT meeting room.
Make your own investment decisions! Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone.
This is a free and open meeting. No membership is required, but please RSVP.

Building E51, Room 315
Cambridge, MA, 02139

43 Yes
5 Maybe

Aug 26 7:00 PM

44 attended (est.) – 4.50 4.507

Please RSVP!


Sixth Anniversary Meeting!

Please bring food, non-alcoholic drinks, cups, plates or ice! We will use the first hour of the meeting to celebrate the sixth anniversary. We will eat in the lounge area outside Room 315. Use the time to network, pick the brains of your fellow traders and introduce yourself to some of the members you haven't yet met. Please fill out a name tag and wear it.

TITLE: Open discussion of the economy, the market, investment strategies that are working and other topics BIG members suggest

DESCRIPTION: Many members seem to like the open discussion format. We will attempt to use this for the bulk of the "serious" part of the meeting. Jeff will lead, facilitate, orchestrate, whatever. We will have fun taking advantage of the mental horsepower of our members.

The Market's Horoscope led by Joyce Levine

Joyce will enlighten us as to some of the market's upcoming astrological signposts and what they mean.

BOSTON TIGER PRE-MEETING Announcement:
The Boston Tiger Meeting of the Tiger Financial Network meets starting at 5:30 PM to get more meat into the meetings. Go to http://www.tfnn.com/bostonmeeting.php to see the full announcement. For questions, see Bob Podd at bpodd@softwareresults.com. The meeting is the same room as the 7:00 meeting.

To join our online discussion go to
http://groups.google.com/group/bostonibd
or send email to DouglasWRoberts@gmail.com.

In order to identify people who evidence expertise in particular interests we have virtual trading.
To join in our virtual trading, go to this link for instructions and signup links:
http://groups.google.com/group/bostonibd/browse_thread/thread/ff5e030eb15a6c7c

If you have a friend you talk stocks with, bring them with you!

Food or drinks are not allowed in any MIT meeting room.

We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone.

This is a free and open meeting. No membership is required, but please RSVP.

Building E51, Room 315
Cambridge, MA, 02139

44 Yes
7 Maybe

Aug 11 7:00 PM

47 attended (est.) – 5.00 5.008

Please RSVP!

Harlan's Market Update led by Harlan Rieur
Harlan gives us his live market analysis on market trends. Using StockCharts.com and his own combination of indicators - Bollinger Bands, stochastic RSI, MACD, Williams%, OBV plus his panoply of moving averages.

Market Commentary by Fred Sears.
Fred is a long time professional trader. He will lead a discussion that is sure to be inciteful and thought provoking.

One Indicator by Herb Brun
Herb will continue the series on by telling us the ins and outs of another indicator.

Technical Analysis Topic by Basil Chapman
Basil, the investor of the Chapman wave will talk technicals.

Stock Picks led by Chris Jones
Bring your stock picks and we'll analyze them en groupe

Tips, Tricks and Techniques


Our members value discussion highly. We try to pack as much discussion as possible. Expressing ideas and sharing knowledge is paramount to our members.
All levels of expertise are welcome. No question is too simple - as a matter of fact the simplest question often evokes the best discussion!
Newcomers gather at the podium during the 8:00 break to learn about the group. Welcome!
If you talk stocks with someone then bring them with you!
To join our online discussion go to
http://groups.google.com/group/bostonibd
Food or drinks are not allowed in any MIT meeting room.
Make your own investment decisions! Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone.
This is a free and open meeting. No membership is required, but please RSVP.

Building E51-325
Cambridge, MA, 02139

45 Yes
15 Maybe

Jul 22 7:00 PM

74 attended (est.) – 4.50 4.5011

Please RSVP!

Market Talk by Fred Sears

This is our regular forum for market discussion. The talk starts with a market prediction by the speaker. The speaker then makes a short case for the prediction - about 10 minutes. The audience participation of this 30 minute talk should be 20 minutes. The discussion is lively; insights come from around the room.

Bio: Long time members of Boston IBD know and love Fred Sears. He started attending meetings back at Buddha's Delite and delivered a regular talk every month until October 2007.

Fred Sears is a 4 Star (AFTER 5.75% load, 1.5% management fee) Morningstar rated Mutual Fund Manager. FYI stars are earned after 3 years.

He has made more than 75 worldwide television appearances – CNBC – interviewed by Maria Bartiromo, Tyler Matheson, Dylan Ratigan, Bloomberg Television, TechTv, Fox Television – interviewed twice by Neil Cavuto, Reuters Televison, quoted and or interviewed in the Wall Street Journal, New York Times, Investor’s Business Daily, The Street.com, New York Post, Kiplingers, plus frequent radio appearances.

Feature Talk: Valuation of ETFs by Harlan Rieur

At a previous meeting there was a debate about the Direxion 3X funds and why they behave as they do. The answer lies in their valuation. Harlan has studied ETFs and has some answers, not only on the 3X funds, but also the doubles and maybe some others. Harlan's talks are always inciteful and well researched.

Tips, Tricks and Techniques by Jeff

If time permits, we will have a "sharing" session. Bring your ideas on great websites, blogs, newsletters, books, trading techniques, money management, etc. Please present your idea as concisely as possible, as we will try to get through as many as possible. Keep your idea to 2 to 5 minutes. If it is online, Jeff will "drive" to the website.

The agenda:
7:00 Introduction, Announcements, Polls by Jeff
7:15 Market Talk by Fred Sears
7:50 Break
8:10 Stockpicks by Chris
8:40 Feature Talk: Valuation of Double and Triple ETFs, Harlan Rieur
9:40 Tips, Tricks & Techniques by Jeff (if time allows)

BOSTON TIGER PRE-MEETING Announcement:
The Boston Tiger Meeting of the Tiger Financial Network meets during the hour from 5:30 PM to 6:50 PM. Go to http://www.tfnn.com/bostonmeeting.php to see the full announcement. For questions, see Bob Podd at bpodd@softwareresults.com. The meeting is the same room as the 7:00 meeting.

To join our online discussion go to
http://groups.google.com/group/bostonibd
or send email to Jeff Orrik at orrik@comcast.net

In order to identify people who evidence expertise in particular interests we have virtual trading.
To join in our virtual trading, go to this link for instructions and signup links:
http://groups.google.com/group/bostonibd/browse_thread/thread/ff5e030eb15a6c7c

If you have a friend you talk stocks with, bring them with you!

Food or drinks are not allowed in any MIT meeting room.

We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone.

This is a free and open meeting. No membership is required, but please RSVP.

Only members of this Group can view the location for this Meetup

74 Yes
11 Maybe

Jul 15 7:00 PM

88 attended (est.) – 3.00 3.008

One of our most popular speakers is returning to make a presentation to us this next Wednesday July 15th. Please RSVP early as this will fill up quickly.

Joe Burns, the founder of Burns Investment Group and The BigEdgeReport.com will present his unique formulas for both fundamental and technical analysis and give us his current watch list and outlook on the market.

For those of you who are not already familiar with Joe, he was a former National Speaker for IBD* and traveled the globe giving seminars for them for nearly ten years and, aside from being a tremendously knowledgeable speaker, he is always entertaining. Joe now has his own company and provides education for individual investors around the world. On Wednesday the 15th he will cover his own EDGE Investing System. This means that he will discuss how to narrow your watch list to the very strongest stocks fundamentally and then how to use both traditional base patterns and entry points and then also his Early EDGE Entry strategies to buy stocks at a point that gives you the best chance to maximize gains and protect yourself from unnecessary losses in your portfolio.


*Joe Burns and Burns Investment Group are not affiliated or endorsed by Investor’s Business Daily or William O’Neil & Co. Joe Burns and the Burns Investment Group do not utilize or lecture on CANSLIM investing. CANSLIM is a registered trademark associated with William O’Neil and Investors Business Daily.

Only members of this Group can view the location for this Meetup

74 Yes
12 Maybe