Ride in the Cockpit with the O’Neil Disciples: An Intensive Series of Trading Simulations Illustrating the OWL Methodology
Friday, November 16, 2012 | 1:30 pm – 5:30 pm
For three hours in this intensive workshop, which will consist entirely of trading simulations that encompass the use of pocket pivots, buyable gap-ups. the seven week rule, and short-sale set-ups. Working through the historical daily and weekly charts day-by-day and week-by-week, attendees will gain a working knowledge of how these tools and methods are implemented in real-time, giving a practical view of exactly where the “rubber meets the road.” At the end of the three hours, a one-hour question and answer session will follow to help fill out and complete attendees’ understanding of critical concepts and make sure you leave this session with a thorough understanding of the concepts covered so you can begin trading more effectively the next day.
At the four hour workshop in Las Vegas, went through each chart in detail. The charts were not annotated. Our next book will contain similar charts with annotations in multimedia, full color format.
Trader’s Expo 2012 Workshop – Trading Simulation Stock List
- Baidu (BIDU) – April 2007 – February 2008
- Sunpower Corp. (SPWR) – January 2007 – January 2008
- Apple (AAPL) September 2010 – Present
- Tractor Supply Co. (TSCO) September 2010 – Present
- Alexion Pharmaceuticals (ALXN) September 2010 – Present
- Priceline.com (PCLN) July 2010 – Present
- Polaris Industries (PII) – March 2010 – Present
- Riverbed Technology (RVBD) – July 2010 – August 2011
- Herbalife (HLF) – August 2010 – May 2012
- Monster Beverage (MNST) October 2011 – Present
- Solarwinds (SWI) – October 2011 – Present
- Pharmacyclics (PCYC) November 2011 – Present
- Lumber Liquidators (LL) March 2012 – Present
- Michael Kors Holdings (KORS) – March 2011 – Present
- Ellie Mae (ELLI) – January 2012 – Present
- Nationstar Mortgage Holdings – April 2012 – Present
- Crocs, Inc. (CROX) – October 2007 – March 2009
- Netflix (NFLX) – July 2011 – December 2011
- Green Mountain Coffee Roasters (GMCR) – September – November 2011
- U.S. Steel (X) May 2011
Technical Analysis: How Market Context Is A Powerful Tool To Separate The Leaders From The Laggards
Tuesday, May 15, 2012 | 11:30 am – 12:15 pm
Learn how to use market context to gain the edge in the interpretation of chart patterns. Learn how market context can take many forms, ranging from the obvious to the subtle. Learn how to spot potential new leaders during minor market pullbacks, intermediate market corrections, and full-blown bear markets. Learn how to buy into current leaders on market pullbacks.
The Secrets Of Trading Like An O’Neil Disciple
Tuesday, May 15, 2012 | 2:00 pm – 6:00 pm
Dr. Chris Kacher and Gil Morales, authors of the bestselling book, Trade Like an O’Neil Disciple-How We Made 18,000% in the Stock Market, reveal the secrets they learned as a result of trading with legendary investor Bill O’Neil during their respective tenures as portfolio managers with William O’Neil + Co. in Los Angeles, California. In this four-part intensive workshop you will learn:
- How the pocket pivot buy point strategy safely anticipates stock breakouts and provides low-risk early entry points in leading stocks
- How to capitalize on market weakness or outright bear markets using effective short selling techniques
- How a buyable gap-up price move can signal the start of a massive gains in an established or emerging market leader even though such a gap-up can appear “too high” to buy into
- How the Market Direction Model, which is based on a proprietary algorithm, captures intermediate to longer-term moves on the upside and the downside that help keep investors on the right side of the markets
March 24 – March 26 2012
Gil Morales will be presenting at the annual HighGrowthStock Investor Software Conference being held in Palos Verdes Estates, California on Saturday, March 24 through Monday, March 26. Gil will be speaking after lunch on Sunday, March 25th. More information is available here
HighGrowthStock Investor software offers a unique “Pocket Pivot Chart View,” a sample of which is shown below for Monster Beverage (MNST). Dr. K and Gil worked with Ron Brown and the “Big Kahuna” himself, Ian Woodward, to develop this unique chart view that assists in the visual identification of possible, actionable pocket pivot signatures within a stock’s daily chart. We are also hoping to bring Dr. K, who will be traveling in Europe at the time, in via Skype or some other tele-conferencing medium to participate in the presentation. We hope to see you there, particularly if you are interested in learning more about HGSI software, which we consider an excellent charting and analytics program for investors on a budget and those not on a budget. We pay for our own HGSI Software, which we use along with our other programs, so we are not incentivized to promote this product – we are actual users of the product.
How to make money in the stock market by trading like an O’Neil disciple
Friday, March 23, 2012 | 1:45 pm – 2:45 pm
Dr. Chris Kacher will explain how to find price consolidations and why these present unique buying opportunities within the current real-time outlook. Learn which strategies are profitable during both bull and bear markets; how to spot buying stocks pivoting out of bases, and why certain stocks are not too expensive to buy even after they gap up. You will learn which breakout strategies are viable today, and how to spot exceptional opportunities even in the bear markets like the freefall of 2000-2002. He will also cover how to overcome damaged investing psychology during challenging market environments and will share his own challenges in difficult markets. Attendees will be able to download from www.SelfishInvesting.com a free chart book referencing the stock charts used in the presentation.
Advantage: Pocket Pivot Buy Points
Monday, February 27, 2012 11 am EST
Speakers: Dr. Chris Kacher and Gil Morales
Register here.
Learn how to identify low risk buy points through enhanced pivot points called pocket pivot buy points. Pocket pivots enable you to buy early, ahead of the crowd, with lower risk and greater potential reward, and even enable you to buy a winning stock even if you missed its initial base breakout. Pocket pivots present unique buying opportunities within the current real-time outlook.
Technical Analysis: How Market Context Is A Powerful Tool To Separate The Leaders From The Laggards
Thursday, November 17, 2011 | 1:15 pm – 2:15 pm
Learn how to use market context to gain the edge in the interpretation of chart patterns. Learn how market context can take many forms, ranging from the obvious to the subtle. Learn how to spot potential new leaders during minor market pullbacks, intermediate market corrections, and full-blown bear markets. Learn how to buy into current leaders on market pullbacks.
The Secrets Of Trading Like An O’Neil Disciple
Friday, November 18, 2011 | 8:30 am – 12:30 pm
In this 4-hour intensive you will learn how to effectively position size and manage your risk-including the challenging trendless markets of 2011.
Dr. Chris Kacher and Gil Morales, authors of the bestselling book, Trade Like an O’Neil Disciple-How We Made 18,000% in the Stock Market, reveal the secrets they learned as a result of trading with legendary investor Bill O’Neil during their respective tenures as portfolio managers with William O’Neil + Co. in Los Angeles, California. In this four-part intensive workshop you will learn:
- How the pocket pivot buy point strategy safely anticipates stock breakouts and provides low-risk early entry points in leading stocks
- How a buyable gap-up price move can signal the start of a massive gains in an established or emerging market leader even though such a gap-up can appear “too high” to buy into
- How the Market Direction Model, which is based on a proprietary algorithm, captures intermediate to longer-term moves on the upside and the downside that help keep investors on the right side of the markets.
- How to short the most vulnerable stocks.
How to Make Money in the Stock Market by Trading Like an O’Neil Disciple–Profitable Techniques for Buying Gap-Up
Wednesday, May 11, 2011 | 11:30 am – 12:15 pm – Speakers: Chris Kacher and Gil Morales
Most investors are fearful of buying into a stock that is gapping up sharply, but few know that these gap-up moves often lead to some of the most buyable and rewarding upside price moves any investor could hope to capitalize on–if they know the proper techniques. Dr. Chris Kacher and Gil Morales explained their very simple, yet highly effective methods for buying into and capitalizing on big gap-up moves in leading stocks, and the optimal conditions under which they should be implemented.
Understanding the Effects of “Market Context” on the Chart Patterns of Individual Stocks
Thursday, May 12, 2011 | 7:45 am – 8:30 am – Speakers: Chris Kacher and Gil Morales
Successful investing depends on understanding how the price/volume action and chart patterns of potential and actual leading stocks are affected by contextual factors. Dr. Chris Kacher and Gil Morales provided a detailed discussion of how news events, general market volatility, and sudden economic developments can impact the shape of a price base or consolidation, as well as account for anomalous or unusual price/volume behavior observed in individual stocks. They explained how they implement the concept of understanding market context in their analysis of price/volume action and chart patterns of leading stocks through the use of recent historical examples.
Dr. K has been asked to present a talk on buy points at the upcoming Money Show in London on April 9.
Feb 21, 2011 1:30pm – 2:30pm EST Traders Expo at MoneyShow in New York City.
“How We Made 18,000% in the Stock Market by Trading Like an O’Neil Disciple”
How to identify low risk buy points through enhanced pivot points called pocket pivot buy points. Pocket pivots enable you to buy early, ahead of the crowd, with lower risk and greater potential reward, and even enable you to find a winning stock if you missed its initial base breakout. Gil Morales and Dr. Chris Kacher explained how to find price consolidations, and why they present unique buying opportunities within the current real-time outlook. They described which strategies are profitable during both bull and bear markets; how to spot buying stocks pivoting out of bases, and why certain stocks are not too expensive to buy even after they gap up. Attendees learned which breakout strategies are viable today, and how to spot exceptional opportunities even in the bear markets like the freefall of 2000-2002. Morales and Kacher also covered how to overcome damaged investing psychology during challenging market environments, and shared their own challenges in difficult markets.
Dr. Chris Kacher will be discussing the pocket pivot buy point as well as his market direction model.
For more information, go here:
http://www.economicperspectives.co.uk/index.php?id=57
Halkin is a private event but you can contact halkin@halkinservices.co.uk to find more information on attending the talk.



