TDI Podcast 224: How To Screen For Ideas and MarketSmith’s New iPad Release

August 7, 2011 11:30 pm

Guest(s) – Kevin Hoffmann (Horowitz & Company) and Scott O’Neil (MarketSmith) have a few topics to discuss that will be of interest to those looking for investment ideas. Fundamental and Technical strategies are both covered in this episode. Kevin takes us through building a screen to seek out investment candidates and then Scott provides us a walk-through of the MarketSmith iPad application. Using both of these together may help to find a few opportunities for your portfolio.

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Kevin Hoffmann discusses some techniques on screening for investment ideas. Kevin Hoffmann is a key member of the Horowitz & Company team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin heads research and analytics for Horowitz & Company.

While attending the University of Wisconsin at Madison, he served a Financial Consultants Internship with Smith Barney. In 2004 Kevin graduated from UW-Madison with a bachelor’s degree in Personal Finance and assumed a position as a derivatives trader for BMT Trading Group / Gelber Group. By October of 2005 he quickly rose the ranks to a Financial Planning Analyst for JMG Financial Group where he assisted with Financial & Tax Planning as well as Investment Management for high net worth clientele.

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 W. Scott O’Neil is originally from Los Angeles, California. He graduated from Loyola Marymount University with a degree in Business Management and is a 1994 graduate of the Harvard Business School’s Program for Management Development. He has over 25 years experience in the financial industry.Mr. O’Neil joined Investor’s Business Daily in 1986 where he spent 14 years heading Investor’s Business Daily’s operations. He also served as IBD’s director of marketing and advertising sales and was instrumental in creating the newspaper’s telemarketing operation.

In 1994, he was promoted to Publisher of IBD overseeing all aspects of the newspaper. In 2000, he transferred to the Portfolio Management Division of William O’Neil + Co. where he continues to be one of the top producing Portfolio Managers for the firm.

In 2008, Mr. O’Neil was named President of MarketSmith, Incorporated where he is currently working to launch the next generation of the Daily Graphs Online product, MarketSmith.

Mr. O’Neil continues to be a regular speaker for the IBD CAN SLIM workshops and a frequent guest lecturer at individual investor industry events around the country.

Check out this 2-week trial of MarketSmith

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Screenshots of the NEW MarketSmith iPad APP – Free at iTunes

(Click to Enlarge)

                                  

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Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click below for the virtual tour….

 

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