Presentations

This page is a service to members. It provides access to presentations that I have made around the country.

Most of the files on the page are simply the slides that I used for the presentations. I have tried to ensure that all important points made are on the slides.

I am now endeavouring to write up the text of the presentations, rather than just provide the slides. I hope members find this is preferable. The downside is that it takes time and effort, so that there may be some delay before publishing the presentation. However, the presentations are not intended to be time-sensitive, so it should not be a problem.  

Audio Files

Audio presentation The need for an investment plan This is an audio recording of the presentation The need for an investment plan, given at the Sydney ATAA meeting on 16 August 2010. Note that the file is almost 7mb. There is almost a minute of silence leading into the start of the presentation. The slides are in the Slides Files section below.

Texts of Presentations and Slides Files of Older Presentations.

All files are PDF files.

Lessons from 50 years Investing in Australian Shares
Text of a presentation to an AIA Annual Celebrity Lunch in Brisbane 10 June 2017
Buying Quality Stocks with a Margin of Safety
Text of a presentation given to the Brisbane meeting of the Australian Investors Association 5 October 2016
Strategic Investing Through the Cycles
Text of an address to The Australian Investors Association Conference 8 August 2016
Stock Market Booms: The Danger Signs
Text of an address to the Australian Investors Association in Sydney in March 2016
2016: Risks and Opportunities in the Stock Market
Text of an address to the Australian Shareholders Association in Sydney 21 January 2016
Through a Glass, Darkly
Text of a presentation to ATAA Canberra 20 October 2015
Where are we in the bull-bear market cycle?
Slides used in presentations to the Australian Investors Association in Brisbane 3 June and Chatswood 10 June 2015
How to Buy Stocks with a Margin of Safety
Slides used for a presentation to the Australian Investors Association in Brisbane 3 June 2015
Finding Investment Grade Stocks
Slides used for a presentation to U3A Manningham 5 March 2015
Peering Into the Crystal Ball
Slides used for a presentation to DTL Traders South Yarra 5 March 2015
Investing with a Margin of Safety
Slides used for a presentation to the Australian Shareholders Association in Melbourne 4 March 2015
Investing with a Margin of Safety
Slides used for a presentation to the Australian Technical Analyts Association in Adelaide 18 February 2015
Peering into the Crystal Ball
Slides used for a presentation to the Australian Technical Analysts Association in Adelaide 18 February 2015
Investing with a Margin of Safety
Slides used for a presentation to the Newcastle meeting of the Australian Technical Analysts Association 14 February 2015
Peering into the Crystal Ball
Slides used for a presentation to the Newcastle meeting of the Australian Technical Analysts Association 14 February 2015
Peering Into the Crystal Ball
Slides used for a presentation to the Australian Technical Analysts Association in Melbourne Thursday 18 December 2014
Stock Selection: Managing Risk - Timing and Value
Slides used for a presentation to STANZ in Auckland New Zealand 15 October 2014
Running with the Bulls
Slides used for a presentation to the AIA Conference 5 August 2014
Investing: A Perspective from 50 years in the Stock Market
Speaker notes for a presentation to the AIA Conference 4 August 2014
How to Invest Safely in Stocks
Slides for presentations at the Sydney Trading Super Investing Future Wealth Forum 19 and 20 July 2014
Timing the Stock Market - When to Buy and Sell
Slides for presentations at the Syadney Trading Super Investing Future Wealth Forum 19 and 20 July 2014
Bull-Bear Market Cycles - Where are we Headed?
Slides for the presentation to U3A in Townsville 17 July 2014
Stocks to Outperform - How to Find them and Manage Risk
Slides used for a presentation (paid) at the Brisbane Trading Super Investing Wealth Furum 25 May 2014
Stocks to Outperform - Five Factors
Slides used for a presentation (free) at the Brisbane Trading Super Investing Wealth Forum 25 May 2014
Stocks to Outperform - How to Find them and Manage Risk
Slides used for a presentation (paid) at the Brisbane Trading Super Investing Wealth Forum 24 May 2014
Stocks to Outperform - Five Factors
Slides used for a presentation (free) at the Brisbane Trading Super Investing Wealth Forum Saturday 24 May 2014
Managing Risk and Selecting Stocks
Slides used for a presentation to Noosa Heads Probus Investment Group 22 May 2014
Investing for the New Bull Market
Slides used for a presentation to the Australian Shareholders Association in Sydney 15 May 2014
Combining Fundamental and Technical Analysis
Slides used for presentations part of the Australian Shareholders Association seminars in Perth 29 March 2014 and Canberra 12 April 2014
Masterclass in Stock Selection
Slides used for presentation to Australian Investors Association in Perth 5 April 2014
A Strategy for the Times
Slides used for a presentation to the Australian Investors Association in Perth 1 April 2014
Reflections on a Lifetime Investing in Stocks
Slides used for a presentation to the Australian Shareholders Association in Perth 1 April 2014
Stocks to Outperform - Five Factors
Slides used for a presentation to ATAA meetings in Adelaide 19 March 2014 and Perth 27 March 2014
Stocks to Outperform - Five Factors
Slides used for a paid workshop presentation to the Trading Super Investing Wealth Forum in Perth 22 and 23 March 2014
Stocks to Outperform - Five Factors
Slides used for a presentation to the Trading Super Investing Wealth Forum in Perth 22 and 23 March 2014
Stocks to Outperform - Five Factors
Slides used for a presentation to the Australian Technical Analysts Association in Brisbane and Toowoomba 15 and 16 January 2014
Think Like the Great Investors
Slides used for a presentation to the ATAA in Sydney 16 December 2013
Think Like the Great Investors
Slides used for a presentation to a Melbourne Private Traders group 21 November 2013
Managing Change: Creating an Investment Plan to Last a Lifetime
Slides used for a presentation to the Australian Investors Association One-Day Seminar in Sydney 18 October 2013
Running with the Bull
Slides used for a presentation to the Australian Investors Association in Melbourne 8 October 2013
Think Like the Great Investors
Slides used for a presentation to the Australian Investors Association Conference 30 July 2013
How to Avoid Stocks that Crash and Burn
Slides used for a presentation to the Australian Investors Association Conference 29 July 2013
How to Select Safe Stocks Most Likely to Outperform
Paid presentation at the Trading and Investing Expo in Sydney 20 July 2013
The Seven things to Look for in a Stock to Keep you Safe
Free presentation at the Trading and Investing Expo in Sydney 20 July 2013
Timing the Market: Run with the Bull and Avoid the Bear
Paid presentation at the Trading and Investing Expo in Sydney 19 July 2013
Lessons From the Last Bull Market
Free presentation at the Trading and Investing Expo in Sydney 19 July 2013
A Sharper Focus on Chart Patterns
Presentation to the Australian Technical Analysts Association Conference in Sydney 23 June 2013 (delayed from 21 June)
Lessons from the Last Bull Market
Presentation to the Chatswood, Sydney meeting of the Australian Investors Association 12 June 2013
How to Find and Assess Safe Stocks Most Likely to Outperform the Market
Presentation to the Brisbane Australian Investors Association 5 June 2013
How to Select Safe Stocks most likely to Outperform
Presentation to the Trading and Investing Expo in Brisbane 2 June 2013
The Seven Things to Look for in a Stock to Keep you Safe
Presentation to the Trading and Investing Expo in Brisbane 2 June 2013
Timing the Market - Run With the Bull and Avoid the Bear
Presentation to the Trading and Investing Expo in Brisbane 1 June 2013
Lessons from the Last Bull Market
Presentation to the Trading and Investing Expo in Brisbane 1 June 2013
Lessons from the Last Bull Market
Presentation to Canberra ATAA meeting 21 May 2013
Combining Fundamental and Technical Analysis
Presentation to the Australian Shareholders Association Conference 7 May 2013
The Investment Plan
Presentation to the Australian Shareholders Association Conference 6 May 2013
Lessons from the Last Bull Market
Presentation to the Australian Technical Analysts Association in Sydney 15 April 2013
A Discussion about Stops and Dealing with Stocks that Rise Strongly
Presentation to Perth Australian Technical Analysts Association 11 Aprli 2013
Dealing with Disappointing Company Performance
Presentation to the Australian Shareholders Association in Perth 9 April 2013
How to Find and Assess Good Stocks
Presentation to the Australian Investors Association in Perth 6 April 2013
Lessons from the last bull market
Presentation to the Melbourne Private Traders Group 14 March 2013
Dealing with Stocks that Rise Strongly After We Buy Them
Presentation given to the ATAA in Newcastle on 9 February 2013
Technical Analysis-Based Stops and Money Management
Presentation given to the ATAA in Melbourne 17 January 2013
Text of the presentation Investing in a Difficult Stock Market
Slides used for a presentation given to the ASA in Melbourne 5 September 2012
Investing in a difficult stock market
Slides used in a presentation to the ASA in Melbourne 5 September 2012
Investing in a Difficult Stock Market
Slides from a presentation to the ASA in Sydney 15 August 2012
Investing in the Current Market
Text (including slides) of a presentation given to the Australian Investors Association conference 31 July 2012
Investing in the Current Market
Slides used for my presentation to the AIA conference 31 July 2012 titled
How to use charts to find good stocks
Slides from a presentation at the Sydney Trading and Investing Seminars and Expo 20 July 2012
How to select stocks with a margin of safety
Slides from a presentation given at the Sydney Trading and Investing Seminars and Expo 20 and 21 July 2012
What the charts tell us about the stock market
Slides from a presentation to the Trading and Investing Expo in Sydney 20 July 2012
What the charts tellus about the stock market
Slides from a presentation to the ATAA in Adelaide 20 June 2012
Selecting stocks in the current market
Slides for thepresentation to the ASX Investor Hour in Adelaide 20 June 2012
Selecting stocks in the current market
Slides used for a presentation to the Queensland Investors Club 12 June 2012
Mind over matter
Slides for a presentation at the Pacific Traders' Camp May 2012
The best of both worlds
Slides for a presentation at the Pacific Traders' Camp May 2012
Timing the market
Slides for a presentation at the Pacific Traders' Camp in Macau May 2012
Selecting Stocks in the Current Market
Slides used in a presentaion in Auckland 14 March 2012. For a write-up see Members' Newsletter 10.
Selecting Stocks in a non-trending market
Slides used in the Brisbane ASX Investor Hour 1 February 2012
Share Selection Strategies
Slides used in a presentation to the Melbourne ASX Investor Hour 5 October 2011.
Combining share selection strategies
Slides from a presentation to the AIA conference 3 September 2011.
Ride the bull, avoid the bear
Slides used in a presentation to the Sydney Expo 5 August 2011
Money management and stop-losses
Slides used for a presentation to Sydney ATAA 18 July 2011
Timing the Market
My three tools for market timing illustrated with a current example. Slides used at Bulls & Bears presentation 29 May 2011.
Finding interesting new listings
Slides used for a presentation to a private group 3 March 2011
Mind over matter - how to make better investment decisions
Slides used for a presentation to the AIA one-day seminar in Brisbane on 19 November 2010. For a write up of it see "The overconfidence trap" on the Other Unclassified Articles page.
The best of both worlds
Slides of presentation to the Elder Pacific Traders Camp in Macau 2 November 2010. This file was too large to upload as PDF, so it is a PDF file within a self-extracting zip file. For instructions for downloading this file type see Resources/Data Files.
Mind over matter
Slides of presentation to the Elder Pacific Traders Camp in Macau 4 November 2010. For a write up of it see "The overconfidence trap" on the Other Unclassified Articles page.
Getting the timing right
Slides of presentation to the Elder Pacific Traders Camp in Macau 1 November 2010
Planning to succeed
Slides of presentation to the Elder Pacific Traders Camp in Macau 31 October 2010
Mind over matter
Slides of presentation to the ATAA conference 17 October 2010. For a write up of it see "The overconfidence trap" on the Other Unclassified Articles page.
The missing link
Slides of presentation to the ATAA conference 15 October 2010
Make better investment decisions
Slides from a presentation to an AIA one-day seminar in Sydney 27 August 2010
The need for an investment plan
Slides for a presentation to the ATAA in Sydney 16 August 2010. These slides are improved on the earlier presentation at the Australian Investors Association conference
Market analysis case study
Slides for a presentation to Northern Insight Traders 5 August 2010
The need for an investment plan
Text (including slides) of a presentation given to the Australian Investors Association conference 27 July 2010
Questions and Answers
Slides used for a presentation to the AIA North Shore Sydney meeting 16 June 2010
What's in store for the year ahead and how should you invest? The educator
Presentation to the Australian Investors Association one-day seminar in Brisbane 15 May 2010
What Really Separates Good Investors from Beginners
Slides from presentation to ASX Investor Hour in Sydney 15 December 2009
Managing Investments with Technical Analysis
The slides used for a presentation to the ATAA meeting in Perth on 10 December 2009
Managing Risk in the Stock Market
Presentation to the Perth AIA meeting 9 December 2009
Timing the Market - Three Key Tools
Presentation to Perth ASX/ASA Investor Hour 8 December 2009
How to Plan for Stock Market Investing Success
One hour presentation to the Insight Trader User Group in Sydney 21 November 2009
How to Plan for Stock Market Investing Success in any Market
Presentation given to the ATAA in Adelaide 18 November 2009
Failing Companies - Signs to Watch For
Presentation to the AIA in Adelaide 17 November 20009
What's in Store for 2010?
Presentation to Sydney AIA One-Day Seminar 13 November 2009
How to Plan for Stock Market Investing Success in any Market
90 Minute Presentation given at the Melbourne Trading and Investing Expo 30 and 31 October 2009
Bear Market Rally or Bull Market?
30 Minute Presentation given at the Sydney Trading and Investing Expo 30 and 31 October 2009
How to Plan for Stock Market Investing Success in any Market
90 Minute Presentation given at the Melbourne Trading and Investing Expo 2 and 3 October 2009
Bear Market Rally or Bull Market?
30 Minute Presentation given at the Melbourne Trading and Investing Expo 2 and 3 October 2009
Stock Selection: How to Find and Assess Good Stocks with a Margin of Safety
Presentation to Canberra ATAA meeting 22 September 2009
Selecting Stocks with a Margin of Safety
ASA/ASX Investor Hour Melbourne 2 September 2009
Share Selection 1: What to Look for and Why Share Selection 2: How to Find and Assess Good Stocks
Sydney ATAA meeting 17 August 2009
Share Selection 2 How to Find and Assess Good Stocks
Presentation to AIA Conference July 2009
Stock Selection 1 What to Look for and Why
Presentation to AIA Conference July 2009
When to Go Back into the Stock Market
30-minute presentation given at the Brisbane Trading and Investing Expo 12 and 13 June 2009
How to Plan for Stock Market Investing Success in any Market
90-minute presentation given at the Brisbane Trading and Investing Expo 12 and 13 June 2009
Timing is Everything
Presentation to Australian Shareholders Association Eastern Suburbs (Sydney) meeting 3 June 2009
How to Buy a Young Bull
Slides used for a presentation to STANZ in Auckland 9 May 2009
2007-2008 Part One: Death Throes of the Old Bull and Part Two: How to Buy a Young Bull
Presentation to Bulls & Bears Sunday Traders in Sydney 22 March 2009
2007-2008 Part One: Death Throes of the Old Bull and Part Two: How to Buy a Young Bull
Presentation to Melbourne ATAA 12 February 2009
Money Flow Index
Explanation slides from non-public presentation 2 June 2009