Canadian Society of Technical Analysts


Webcast: “The Money Flow/Relative Performance Stock Ranking and Screening Tools for eSignal” with The Brogan Group

  • 24 Apr 2019
  • 12:00 PM - 1:00 PM (EDT)
  • Webcast

Registration


April 24, 2019 - 12:00 pm - 1:00 pm 


Topic: 

The Brogan Group Equity Research will show how their proprietary Money Flow/Relative Performance Ranking and Screening tools work for eSignal.  They will show how to identify the most recent stocks that are recording positive and negative money flow & relative performance trends.  They will also show how to identify the stocks are recording positive and negative relative performance ratio MACD cross signals to help identify potential relative performance tops and bottoms.

Webcast featuring:

Bob Brogan, Sr. CMT

Bob Brogan, Sr., CMT is the Founder of Brogan Group Equity Research (BGER), a division of Wellington Shields & Co. LLC, which has an expertise in money flows and relative performance analysis. BGER monitors and provides money flow & relative performance analytics streaming “Live” to clients’ computers via the E-Signal Global trading platform. They work with institutional money managers who collectively manage over $2T dollars in equities.

Bob began his career in 1968 as a graduate of Dean Witter & Company’s training program and was a member of the COMPARE sales team which marketed Dr. Robert Levy, pioneer of the computer-based momentum model. Then, he joined Wertheim & Co. Inc. to do institutional research where he introduced a “Trend & Counter-trend Electric Utility Trading Model” for institutional income funds (total return). In 1974, Bob joined Tucker Anthony R.L. Day where he was a Managing Director, Branch Manager of the Philadelphia office and a member of the Institutional Sales team working with Institutional InvestorFirst-Team market guru, Stan Berge. During his 13-year tenure working with Stan, Bob learned the art and science of applying macroeconomic, monetary and technical analysis to identify the primary and intermediate trends of the stock market.

In 1988, he founded Bomar Securities, L.P and in 1991, it was selected by Microsoft Inc. as a beta site to build the first commercial Windows-based research and analytics workstation for buy-side portfolio managers and traders. Reuters acquired Bomar in 1992 and today the same program is known as Thomson Reuters Advance Equities Trader.

After that Bob developed “The Money Flow Persistency Model” and began monitoring institutional programs. Brogan joined H.G. Wellington & Co. in 2000. His son Terence joined him in 2002, followed by Rob in 2008, making The Brogan Equity Research Group a family-managed research team. In 2009, after the merger with Shields & Co, BGER joined Wellington Shields & Company, LLC.

Terence Brogan, CMT

Terence Brogan, who holds a Chartered Market Technician (CMT) designation, is the Co-Head Market Technician and Equity Market Strategist for The Brogan Group Equity Research (BGER), which is a division of Wellington Shields & Co, LLC. He is responsible for producing and marketing The Brogan Group’s Money Flow/Relative Performance Equity Research. In addition, Terence is the editor of a daily market letter called “The Relative Report” where he provides daily commentary on equity market strategy using their proprietary money flow research and asset allocation to help institutional money managers with their investment decision process.

Terence joined his Father at The Brogan Group Equity Research in 2002, and in so doing, it became a family-managed research firm. His brother, Rob, joined them in 2008 just prior to the merger with Shields & Company in 2009 to form Wellington Shields & Co, LLC.

Earlier, Terence was part of John Hancock’s wholesale distribution team that provided investment products to retail brokers in New York and New Jersey territories.

Terence holds a Bachelor’s degree in Psychology from Saint Anselm College.

Robert Brogan Jr

Rob Brogan, Jr., is a Vice President at The Brogan Equity Group Research (BGER), a division of Wellington Shields & Co. LLC. He has an expertise in money flow and relative performance analysis. BGER monitors and provides money flow & relative performance on the largest global database in existence. They work with institutional money managers who collectively manage over $2T dollars in equities.

Rob joined his father and brother at The Brogan Group Equity Research in 2008, prior to the merger with Wellington Shields in 2009. Before that, Rob was a Lending Specialist at J.P. Morgan Chase from 2005 to 2008 working on single family residence, multi-family and commercial lending projects. From 2002-2005 Rob worked for American Business Financial Services as a Senior Mortgage Lender. During the period 1998- 2001, Rob worked as a Senior Vice President for Evanston Financial Corporation, providing financing for large commercial corporations via FHA loans.







Email with webinar link will be emailed to all members Tuesday Afternoon.

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