January 2017 Meeting

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Thursday, January 5th at 7:30 PM

The Ring House
1801 East Jefferson Street
Rockville, MD 20852

Main Presentation Speaker:

John P. Bullock
Regional Manager, Trading Solutions

Topic:

Strategies for an Income Producing Portfolio

Join us for our January meeting where John P. Bullock will present income producing options strategies as well as several technical indicators to help identify their risks and potential rewards, as well as how and when to apply them. He will also discuss how to take a breakout trade determining if the stock is bullish or bearish.  He will cover a Stock Selection process based on high dividend producing, Large Cap Stocks and look at three confirmation indicators. John will also discuss how to sell covered calls and how to roll those covered calls out to create an income producing portfolio. His technical approach will focus on the Ichimoku indicator, also known as Ichimoku Kinko Hyo. It is a versatile indicator that defines support and resistance, identifies trend direction, gauges momentum and provides trading signals.

As a Trading Solutions Regional Manager, John’s expertise is in trading mechanics, trading strategies, and fundamental and technical analysis. He also skilled in providing insights about the equities and options markets, as well as highlighting the resources available to self-directed investors at Schwab. It’s an empowering approach to trading solutions—so you can take ownership of your financial life.  John has the following Financial Credentials • Series 3, 7, 24, 30, 63 Securities Licenses.  John’s contact info is: Tel 404-821-4058, 7401 Wisconsin Ave Ste 100, Bethesda, MD 20814

Members are reminded dues for 2017 are due.  Still $40, we have not raised dues in over 20 years.  Members may pay dues by check or cash at the meeting ($40), by credit card at the meeting ($42 total using our mobile reader), or on the SMT web site ($42) using either a credit card or PayPal.  Web site and credit card payments are an additional $2 to cover SMT online banking costs.

Prior to the meeting, Dennis A. Kranyak, SMT President, will be on Carolann Brown’s radio show on WCRN News Talk Radio AM 830 from 9:00 – 10:00 AM, Thursdays, January 5, 2017,  January 19, 2017, February 5th, and February 9, 2017. (Note: these dates have changed from those originally posted)  For those outside the Boston area, you can listen to the show live on line by going to www.wcrnradio.com and clicking on the “Listen Live” icon on the upper right of the home page.  Be sure to allow for some time to set up your computer prior to the start of the broadcast.

The SMT Board of Trustees will NOT meet prior to the monthly meeting, but we will gather at 6:00 PM at Almalfi’s for dinner with our speaker.  All members are invited to join us for dinner.  Please send an email to Dennis @ unrulydog@unrulydog.com prior to 4:00 PM, Wednesday, January 4th if you plan to attend dinner.  The next SMT Board meeting will be held on line, sometime after December 29th.

 A reminder, our meeting will be held in the downstairs social hall and we will have high speed WiFi available.

If you missed any of our meetings since June 5th, 2014, members can log on to the SMT web site and view the video of the meeting presentation in addition to downloading the presentation. Go to the “Resources” menu tab, then select “Meeting Videos”

SMT logo coffee mugs will be available for purchase at the meeting, $5 for members, $7.50 for non-members.  If you are a member and have not picked up your SMT lapel pin, see Sondra Katz at the meeting. The new SMT logo Power Bricks will be available for sale to members for $15, $17.50 for non-members.

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