Greetings:
Tonight is a special presentation by 4th Row Films in NYC. The meeting will be held at our regular location, Bogey's Grille in Westport, CT at the top of Main St where it intersects rt 57 & rt 136 together.
We meet for drinks at 5:30pm at the bar downstairs, then move upstairs at 6:00pm to go over our regular monthly business. This time, however, we will dedicate the meeting to 4th Row Films and will likely avoid the regular portfolio picks and portfolio creation. If we have time at the end, then maybe we can have an informal "round table" of ideas. The more informal, the better.
I hope you all can make it - Stay in touch!
Tim West
tim_wst@yahoo.com
Wednesday, July 14, 2010
Thursday, February 25, 2010
Next Meeting To Be Determined
As of Feb 25, 2010 I have added the poll to the right. Please take that poll and I'll explain how to use that information we get from the poll results.
I will host 6 meetings this year. January was the first. My email address will also be updated so for the time being, use tim_wst@yahoo.com
Look for an evite from me in the near future. Email me and I can add you to the list(or if you would like to be removed from the evite list).
Cheers
Tim West
I will host 6 meetings this year. January was the first. My email address will also be updated so for the time being, use tim_wst@yahoo.com
Look for an evite from me in the near future. Email me and I can add you to the list(or if you would like to be removed from the evite list).
Cheers
Tim West
Thursday, January 7, 2010
Meeting Announcement: Wed, Jan 13, 2010
Bogey's Restaurant & Grill, Westport, CT
5:30PM Drinks - 6:00PM Dinner & Discussion
For those of you who haven't checked your ideas since the last meeting Dec 2:
W.H. had BAC (.41 atr, 16.25 open Dec 3, 16.98 last), TEX (.86 atr, 19.42 open Dec 3, 22.35 last), and JRCC (.91 atr, open 18.83 Dec 3, 21.48 last).
S.K. seems to be leading with his short of the EuroCurrency from 150.5 (1.25 atr on Dec 3, 142.92 last).
See you next Wednesday at Bogey's, 5:30pm.
Tim West
5:30PM Drinks - 6:00PM Dinner & Discussion
For those of you who haven't checked your ideas since the last meeting Dec 2:
W.H. had BAC (.41 atr, 16.25 open Dec 3, 16.98 last), TEX (.86 atr, 19.42 open Dec 3, 22.35 last), and JRCC (.91 atr, open 18.83 Dec 3, 21.48 last).
S.K. seems to be leading with his short of the EuroCurrency from 150.5 (1.25 atr on Dec 3, 142.92 last).
See you next Wednesday at Bogey's, 5:30pm.
Tim West
Monday, December 7, 2009
Meeting Notes from Wed, Dec 2, 2009
Ideas from the meeting: Initials only to protect privacy -
Idea to save money - contact Heatusa.com
20 percent discount on oil price per day and free service contract
Another idea to save electricity - measure your electrical usage using the KILL-A-WATT device, it measures the amount of electricity you plug into it.
E.K.: buy silver, slv or sivr; hillenbrand (hi). Just under 19 and trending up
B.G. - QLD, QID etf's are a favorite trading vehicle: double long nasdaq, double short nasdaq; this month choosing qid, expecting the market to go down.
J.G. - Buy Caterpillar and buy time warner (TWX will benefit from spinoff of AOL)
T.W. comment - Hudson Holdings (HDHL) is 24 cent stock, has 10mm in cash, main business is institutional stock trading.
S.K., short the euro us dollar: EUR/USD. Thinks it's going to correct in 30 days. Pricipal movers are interest rates and general feeling on the economy. People think safety, they think the dollar.
T.W. - Sell Short US Government Bonds. I'd like to be wrong on this, which is to say that if I am wrong, your borrowing costs will be lower, which is good, except it means the economy is even in worse shape. However, if I am right and rates rise, then you have borrowed at lower rates of interest, which is good. I view that as a win-win trade. Buy the TBT etf (inverse etf that profits when interest rates rise) or sell short TLT (20 year US Gov't Bond etf, formerly by Lehman). Also, I view AAPL as a significantly overvalued. Only 20 cents of every dollar of stock you buy is actual revenue at the company level. I view AAPL as a short sale. Short apple, 5 times sales, apple is a bigger short than gold, google is overvalued too.
Next meeting will be the 2nd Wednesday in January.
Note - Walter Shanley couldn't make it to last week's meeting. He contacted me by email prior to the meeting to let me know. We may have a special meeting this Wednesday in order to make any of you aware of his business opportunity. I may send out a special EVITE to invite you to his presentation.
Best regards,
Tim West
(Thank you Mike Kot for collecting the notes from the meeting)
Idea to save money - contact Heatusa.com
20 percent discount on oil price per day and free service contract
Another idea to save electricity - measure your electrical usage using the KILL-A-WATT device, it measures the amount of electricity you plug into it.
E.K.: buy silver, slv or sivr; hillenbrand (hi). Just under 19 and trending up
B.G. - QLD, QID etf's are a favorite trading vehicle: double long nasdaq, double short nasdaq; this month choosing qid, expecting the market to go down.
J.G. - Buy Caterpillar and buy time warner (TWX will benefit from spinoff of AOL)
T.W. comment - Hudson Holdings (HDHL) is 24 cent stock, has 10mm in cash, main business is institutional stock trading.
S.K., short the euro us dollar: EUR/USD. Thinks it's going to correct in 30 days. Pricipal movers are interest rates and general feeling on the economy. People think safety, they think the dollar.
T.W. - Sell Short US Government Bonds. I'd like to be wrong on this, which is to say that if I am wrong, your borrowing costs will be lower, which is good, except it means the economy is even in worse shape. However, if I am right and rates rise, then you have borrowed at lower rates of interest, which is good. I view that as a win-win trade. Buy the TBT etf (inverse etf that profits when interest rates rise) or sell short TLT (20 year US Gov't Bond etf, formerly by Lehman). Also, I view AAPL as a significantly overvalued. Only 20 cents of every dollar of stock you buy is actual revenue at the company level. I view AAPL as a short sale. Short apple, 5 times sales, apple is a bigger short than gold, google is overvalued too.
Next meeting will be the 2nd Wednesday in January.
Note - Walter Shanley couldn't make it to last week's meeting. He contacted me by email prior to the meeting to let me know. We may have a special meeting this Wednesday in order to make any of you aware of his business opportunity. I may send out a special EVITE to invite you to his presentation.
Best regards,
Tim West
(Thank you Mike Kot for collecting the notes from the meeting)
Sunday, November 29, 2009
Meeting Announcement: Wed, Dec 2, 5:30PM Bogey's
Our next meeting will be held at Bogey's in Westport.
5:30pm - arrive and relax, meet at the bar
6:00pm - move upstairs to the Bogart Room for dinner and group discussion
On tap - possibly a quick business opportunity in affiliate marketing - this might be very interesting to anyone who shops on the internet. 'Tis the season for shopping and I have someone who can show you how to save a few bucks and even make a few bucks by becoming part of the internet shopping game. The quick presentation will be given by our group member Walter Shanley. You can read his profile on Linked-In.
We will see you on our last meeting of 2009! How time flies! Hope you all have prospered this year and look forward to finding more ways to MAKE MONEY AND SAVE MONEY with you next year.
All the best,
Tim West
5:30pm - arrive and relax, meet at the bar
6:00pm - move upstairs to the Bogart Room for dinner and group discussion
On tap - possibly a quick business opportunity in affiliate marketing - this might be very interesting to anyone who shops on the internet. 'Tis the season for shopping and I have someone who can show you how to save a few bucks and even make a few bucks by becoming part of the internet shopping game. The quick presentation will be given by our group member Walter Shanley. You can read his profile on Linked-In.
We will see you on our last meeting of 2009! How time flies! Hope you all have prospered this year and look forward to finding more ways to MAKE MONEY AND SAVE MONEY with you next year.
All the best,
Tim West
Monday, October 26, 2009
MEETING TBD - Wed, Oct 28th at 8PM
DUE TO FOOTBALL CHAMPIONSHIPS, THE NEXT TWO WEDNESDAY'S (OCT 28th & NOV 4th) I WILL BE BUSY FROM 5PM - 7:30PM.
If you are interested in meeting this Wed evening at 8pm then RSVP to twest@compocapital.com
Looking forward to meeting you to find more great investment ideas.
Timothy R West
If you are interested in meeting this Wed evening at 8pm then RSVP to twest@compocapital.com
Looking forward to meeting you to find more great investment ideas.
Timothy R West
Friday, October 16, 2009
MEETING POSTPONED TO WED, OCT 28th
Looking forward to getting together at the end of this month. I'll update the portfolio performance shortly to reflect an exit at Wednesday's closing prices, as that was a month from the last meeting and our planned exit strategy.
The meeting will take place at 6pm, but do come at 5:30pm and relax at the Bogey's bar. We will then convene upstairs in the Bogart Room and order dinner from the menu. What we usually do is then go around the table and each person gives us a 1-5 minute "pitch" on their favorite investment idea for the month. The point is to discuss what trends you are seeing in the marketplace and then we can convert what you are seeing and put it into action in a portfolio.
The success of the concept is only through your participation in the process. Each person can choose any idea they wish. No one can vote your idea down, but they can attempt to convince you otherwise. So, either stand your ground or back down. But advise others too strongly and you are at your peril, because we are not attempting to be all-knowing, rather we wish to put good ideas to work in a portfolio and see how it all comes together at the end of 12 months.
From a year ago, the collection of ideas is up dramatically. Interesting too is that the portfolio of ideas was up handsomely even when the stock market was down in the depths of the bear market.
So bring your "Perspective" and add it to the "Collective" and we all will be collectively smarter (we hope) and more profitable (we also hope) over time. I'll be putting toghether some slides for a presentation on Monday, November 2 up in the great town of Easton at the Easton Exchange Club. So, I'll go through some of those charts with you before.
If you currently are not on our email list, then email me at twest@compocapital.com and I will include you on the list. An email will go out 1 week prior to the meeting and again 1 day prior to the meeting for those that replied "yes" or "maybe". If you no longer wish to be on the mail list, then let me know.
See you on October 28th! And GO WILDCATS http://www.wildcatsfootball.com 8th graders
Timothy R. West
Easton, CT 06612
The meeting will take place at 6pm, but do come at 5:30pm and relax at the Bogey's bar. We will then convene upstairs in the Bogart Room and order dinner from the menu. What we usually do is then go around the table and each person gives us a 1-5 minute "pitch" on their favorite investment idea for the month. The point is to discuss what trends you are seeing in the marketplace and then we can convert what you are seeing and put it into action in a portfolio.
The success of the concept is only through your participation in the process. Each person can choose any idea they wish. No one can vote your idea down, but they can attempt to convince you otherwise. So, either stand your ground or back down. But advise others too strongly and you are at your peril, because we are not attempting to be all-knowing, rather we wish to put good ideas to work in a portfolio and see how it all comes together at the end of 12 months.
From a year ago, the collection of ideas is up dramatically. Interesting too is that the portfolio of ideas was up handsomely even when the stock market was down in the depths of the bear market.
So bring your "Perspective" and add it to the "Collective" and we all will be collectively smarter (we hope) and more profitable (we also hope) over time. I'll be putting toghether some slides for a presentation on Monday, November 2 up in the great town of Easton at the Easton Exchange Club. So, I'll go through some of those charts with you before.
If you currently are not on our email list, then email me at twest@compocapital.com and I will include you on the list. An email will go out 1 week prior to the meeting and again 1 day prior to the meeting for those that replied "yes" or "maybe". If you no longer wish to be on the mail list, then let me know.
See you on October 28th! And GO WILDCATS http://www.wildcatsfootball.com 8th graders
Timothy R. West
Easton, CT 06612
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