Canadian Society of Technical Analysts

Calgary Monthly Meeting - February High Reward vs. Risk Investing Using Long-Term Cycles

  • 21 Feb 2017
  • 5:30 PM - 8:30 PM (MST)
  • CNIB, 15 Colonel Baker Place N.E.. Calgary, AB T2E 4Z3


Registration is closed
The February Meeting will be held the third week of February because of Valentine's Day.

Cory Mitchell, CMT in Person!

President of Vantage Point Trading

Subject: High Reward vs. Risk Investing Using Long-Term Cycles

  • 2 to 4 year time horizon on trades, and about 10 to 15 trades per year (more in market-wide crash years).
  • Expected gains on individual trades between 100% (min) and 600%+, or about 150% to 200% for overall portfolio over the time horizon, which targets about 50% per year on deployed capital.
  • Position size is used to manage risk and utilize capital effectively.
  • Strategy is based on long-term cycles in the individual stocks (may relate to a larger sector or commodity as well), combined with a few fundamental ratios to help find and validate investing opportunities.
  • Dividend stocks are preferred, especially if the stock only has about 100% to 150% upside.
  • After entry, a stock may move offside by up to 25% (drawdown) before reversing to upside.  So: -25%  vs. +100% to +600%.
  • Since we know the strategy picks up trades a bit early (may drop another 20% or so) we can use this for improving our own entry price.
  • Strategy is “value-based” or “buy (very very) low” in nature and focused on stocks with at least decent volume and least a moderate market cap.

 Location: CNIB CENTRE

15 Colonel Baker Place N.E.
Calgary, AB T2E 4Z3

Always held the Second Tuesday of the month from September to June. Time is 5:30 PM to 8:30 PM MDT. 

Please Register!!!!!!!!!

Important details below!

Mark your calendars for the years dates!
I hope you have marked the Calgary Chapter meetings in your daytimers! 
They are the second Tuesday of the month.
  • March 14, 2017 
  • April 11, 2017 
  • May 9, 2017 
  • June 13, 2017

They will all be at :
15 Colonel Baker Place NE.

We will meet at 5:30 PM.

Six great reasons for this location:
1) It is close to the C-Train. Use Bridgeland Station.
2) They allow the presenter and all guests to use the wifi during meetings at no additional cost.
3) We have a large room which works great.
4) We have free parking.
5) We are close to downtown but also close to the freeway network.

See you at the next meeting!
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