Complete Growth Investor

News of Note
L.A. Story: John and Tom Go West

Has the market's recent volatility got you spooked? Are we in yet another bubble that's about to burst?

Learn how to manage your portfolio to avoid losses from market mania in a seminar on April 19 in Los Angeles, sponsored by the American Association of Individual Investors. John Del Vecchio and Tom Jacobs, co-authors of What's Behind the Numbers?, will be presenting "Expose the Chicanery, Avoid Losses." You'll learn:

  • •  Why increasing market complexity means more bubbles and crashes
  • •  Why risk management is more important than chasing gains
  • •  Which factors are the best predictors of poor stock performance

Also on the program is Mebane Faber, Co-founder and Chief Investment Officer of Cambria Investment Management, who will give a presentation entitled: "Global Value: Spotting Bubbles, Avoiding Crashes, and Big Returns." You'll learn:

  • •  How to evaluate international stock markets
  • •  Which markets are expensive now and which are cheap
  • •  Where the U.S. market stands and what returns can we expect going forward

This promises to be a stimulating and revealing program that's sure to give you a different take on investing. Here's the info:

Date: April 19, 2014
Time: 8:30 am (Registration), 9:00 am - noon
Place: Skirball Center
2701 N. Sepulveda Blvd.
Los Angeles
Price: $10/person (at the door)

Don't miss this chance to see John and Tom if you're in the LA area. For more info, click here.

Hope to see you there!

News of Note
Bear Case: Short Version

Insiders are selling at a rate of 19 to one. Corporate secondary offerings were the highest on record last year. Sixty percent of IPOs are unprofitable, which is the most since 2000.

And if that's not enough, Facebook just paid $2 billon for a pair of goggles....

News of Note
Beware of Earnings Quality

Not enough earnings quality from Tom and John's book? Then get more dessert! Here's Columbia Management on the subject. Some of it will be very familiar, but they offer a few special twists.

News of Note
The Truth About Buybacks

When a company repurchases its shares, it should be beneficial to shareholders. But not all buybacks are created equal.

In this article, The Motley Fool's Tom Jacobs takes a look at buybacks, and reveals five specialty retail companies that have a dependable history of paying investors back through share repurchases.

News of Note
Fright Night in the Markets?

Have the markets been scaring you?

Brad Lemensdorf, co-manager, with John Del Vecchio, of the Ranger Active Bear ETF (HDGE), issues his March 2014 market timing letter. Whether "market timing" attracts you or puts you off, the data is worth everyone's time.

Is there really "money on the sidelines?" How do current put/call, bullish/bearish, and price-to-sales ratios stack up historically?

Along with margin debt and insider selling numbers, this month's issue presents the facts. They are not good... but see for yourself just how bad. Are we seeing a red hot sell signal?

Get it here.

News of Note
Three Worthy Shorts

What does Brad Lemensdorf, co-founder and co-manager of the the Ranger Active Bear ETF (HDGE), think about the markets in 2014? In this interview with Bloomberg's Queen Mel, Brad discusses:

• The three main concerns facing investors in 2014
• What the Fed's Janet Yellen has in store for this year
• Where investors can find opportunities now

More importantly, he reveals three companies that he believes are worthy shorts now, including some that are already in a bear market.

News of Note
Reminder: Tom and John in NYC Tonight

Did you resolve to make more money from your investments in 2014? Then tonight's the time to get down to business -- the business, that is, of creating a long-short portfolio with less volatility and greater returns, while avoiding land-mine stocks that will blow a hole in investment returns.

In order to help New Yorkers (and their friends in the tri-state area), reach that goal, John Del Vecchio and Tom Jacobs, the authors of What's Behind the Numbers?, are giving a presentation at the New York Society of Analysts. Attendees will learn:

  • • How companies hide poor earnings quality
  • • Repeatable methods for uncovering what companies don't tell you about their numbers
  • • Reliable formulas for determining when a stock will get hit

Whether you're a number cruncher or just curious, you'll greatly benefit from this seminar, given by two people whocombine investment chops with crowd-pleasing stories. So what are you waiting for?

  • Date: January 13, 2014
  • Time: 6:30 - 8 pm
  • Place: NYSSA Conference Center
  • 1540 Broadway, Suite 1010
  • (entrance on 45th Street)
  • New York, NY 10036
  • Price: Nonmember $55
  • ($10 surcharge for walk-ins)

Advance registration is encouraged in order to avoid the additional charge for walk-ins. Also, space is limited by the size of the room.

You may not be able to keep your resolutions about losing weight or going to the gym, but with a successful portfolio, no one will really care. So start the new year right by attending the above seminar. It's tonight!

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