Thematic Investing

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Where is the Economy Today and Where the Is
It Going?
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(No Transcript)
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Where Are We?
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Where Are We?
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Where Are We?
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Where Are We?
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Where Are We?
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Where Are We?
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Where Are We?
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Where Are We?
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Earnings Expectations
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Earnings Expectations
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10-Year Treasury Rates
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Low Rates Fuel Buybacks
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Low Rates Fuel Buybacks
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Outside the U.S.
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Outside the U.S.
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Outside the U.S.
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Outside the U.S.
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Outside the U.S.
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Global View
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Hmmmmmmm
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Hmmmmmmm
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Whats Ahead?
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Whats Ahead?
Velocity
Vector
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Why Am I Here?

• Editor of Growth Dividend Report, PowerTrader
  and PowerOptions Trader
• Portfolio Manager, Thematic Growth Portfolio
• Assistant Professor, NJCU Business School
• Contributor at Forbes.com, Real Money Pro and
  FoxBusiness.com
• Weekly guest at TheStreet TV
• Frequent on-air guest

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Why Am I Here?
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Howd we do

• Growth Dividend Report, PowerTrader and
  PowerOptions Trader
• 100 double digit winners
• 70 triple digit winners
• Since May 2012
• PowerOptions Trader 36 42 day holding

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How?

• Portfolio manager of the Thematic Growth
  Portfolio at Fabian Wealth Management a
  thematically driven long only managed portfolio
• Senior Vice President, Equity Research at
  Friedman Billings Ramsey
• Honorable mentions in Institutional Investor
  annual research analyst rankings
• Five-star analyst by Zacks Investment Services
• Four-star analyst ranked by Star Mine
• Analyst at Donaldson Lufkin Jenrette and Salomon
  Brothers
• Quoted extensively in The Wall Street Journal,
  Investors Business Daily, The Street, USA Today
  and other publications Appeared on Fox Business,
  CNBC, CNBC Europe, CNNfn, Bloomberg TV
• MBA Finance Fordham UniversityBS Mathematics
  BA Economics Fairfield University

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How?
A PowerTrend is a market shift that shapes and
impacts consumer behavior, forcing companies to
make fundamental changes to their businesses to
succeed
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What is a PowerTrend?

• Economics
• Where are we in the economic cycle?
• What is the vector?
• Expansion, contraction or stagnation?
• Input prices, commodities, inflation
• Demographics
• Population dynamics
• Jobs and incomes
• Psychographics of consumers and enterprises
• Conserving or splurging?
• Spending and hiring or cutting and slashing?

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What is a PowerTrend?

• Politics and regulatory mandates
• Policy, spending and debt
• Compliance emissions, environment, Medicare
• Cyclical vs. Structural shift
• Mobile, the Cloud, Social Media, etc.
• PCs to smartphones and tablets
• Broadbands implications/opportunities
• Industry evolution and disruptive technologies
• Touch, voice, new materials, new processes, etc.
• U.S. and non-U.S.
• Global repercussions

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Many Factors

• Numerous Ecosystem Influencers

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Data, Data and More Data

• Tons of Information for Context Perspective
• News releases, SEC Filings, Annual Reports
• Newspapers, magazines
• Studies, white papers and polls
• Government statistics U.S. and other
• Third party data
• Gartner, OECD, World Bank, UN, and others
• Management

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Information
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How Do You
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Think Different
Wall Street
PowerTrend
Industry
Catalyst
Peer Group
Affected Companies
Company
Risk vs. Reward
Recommendation
Action
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Howd we do

• Growth Dividend Report, PowerTrader and
  PowerOptions Trader
• 100 double digit winners
• 70 triple digit winners
• Since May 2012
• PowerOptions Trader 36 42 day holding

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Where are we now?
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Whats Ahead?

• Manufacturing
• Housing
• Consumer
• Inflation and Costs
• Non-U.S.

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When Will the Fed Raise Rates?
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Still Many Tailwinds and Pain Points
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PowerTrends
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Picks

• Qualcomm (QCOM)
• Qualcomm (QCOM)
• American Railcar (ARII)
• Utilities SPDR (XLU)
• March 47 XLU calls

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Chris Versace www.ChrisVersace.com
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QA

• Ask now or
• Chris_at_ChrisVersace.com
• _at__ChrisVersace

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Salem Eagle Booth

• Salem Eagle Booth 107
• Growth Dividend Report
• 249/99/77
• PowerOption Trader
• 99 1Q/ 1250 yr