About the Program:
Jordan Kimmel will show us how to blend Fundamentals with Technicals to identify the best candidates to build a portfolio.
It is not enough to “trade on moving averages”, buy into rumors, or buy what you see in the media. It is important to do your own analysis and understand the companies as much as possible and know what you are investing in.
Using a variety of fundamental screens, you can identify several companies that have the right combination of value and growth. Then coupling those ideas and confirming the trend allows you to find the “best of the best” ideas- Magnet® Stocks. These companies have the best attributes of value, growth, and momentum.
During the presentation you will learn:
-- How to identify the companies that offer the greatest upside
-- How to build and manage a portfolio with the right risk/reward characteristics
-- How to identify the “value trap” and avoid cheap stocks that are not really cheap
About the Speaker:
Jordan Kimmel is the Chief Equity Strategist and Portfolio Manager at ValuEngine Capital Management. ValuEngine Capital Management is a Registered Investment Advisory headquartered in Melbourne, Florida.
Leveraging more than 30 years in the financial services industry – as both a retail broker and a fund/portfolio manager, Jordan is the creator/co-creator of FACTS®, a holistic unbiased quantitative measurement of the “trustworthiness” of over 2,000 public companies. FACTS® identifies companies with strong leadership, core values, and ethical cultures. The strategy blends financial stability with accounting conservativeness, corporate governance, transparency, and sustainability metrics for the largest and most liquid companies. FACTS®, incorporates his previous model, Magnet®, which was licensed to prominent institutions.
Jordan has shared his market insights hundreds of times on numerous networks such as CNBC, Fox News, and ABC News, and Jordan has been extensively quoted extensively by various outlets such as Forbes and U.S. News & World Report.
Additionally, Jordan is the author of three books, the most recent being “Invest in the NOW”. The Magnet Method of Investing and Magnet Investing has been widely endorsed by many of the industry’s top professionals.
ValuEngine Capital Management, LLC is a Registered Investment Advisory firm that specifically uses the ValuEngine and other quantitative models to manage funds. ValuEngine, Inc (www.ValuEngine.com) is a stock valuation and forecasting service founded by Ivy League finance academics in conjunction with Wwall sStreet professionals that utilizes the most advanced quantitative techniques and analysis available. Jordan offers separately managed accounts using his Magnet® and FACTS® models through ValuEngine Capital Management, LLC.