Capture Top Stocks in 2017: Actionable Insights | Summary and Q&A

TL;DR

In this webcast, David Ryan, a three-time Investing Champion, shares his insights on capturing top stocks in 2017, including his research routine and lessons from past market experiences.

Key Insights

• 🍝 Studying mistakes and successes is crucial for learning from past experiences and improving investment strategies.
• ❓ Market volatility should be approached with caution, and intraday noise should not influence decision-making.
• 🥹 Position sizing and risk management are important factors when holding through earnings season.
• 👨‍🔬 Conducting thorough research on stocks before and after purchasing can provide valuable insights and increase confidence in investment decisions.

Transcript

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Questions & Answers

Q: How does David Ryan handle market volatility and factor it into his decision-making process?

Ryan suggests being cautious of intraday noise and not buying in the first 30 minutes of the trading day. He also mentions using the 50-day moving average as a stop point and reducing positions during market corrections.

Q: How does Ryan handle earnings season and position his stocks accordingly?

Ryan suggests reducing positions in stocks that are very extended from their bases before earnings. However, if stocks have all the necessary characteristics and are not too far extended, he may hold through earnings.

Q: Does Ryan conduct most of his research on a stock before or after purchasing it?

Ryan likes to do research on weekends before the market opens and often has a list of names he is interested in. However, he may come across a stock with all the necessary characteristics and buy it first before conducting further research.

Summary & Key Takeaways

• David Ryan, a three-time Investing Champion and portfolio manager, shares his expertise on finding top stocks in 2017.

• He discusses the current market trends, including the Nasdaq and S&P 500, and highlights the importance of individual stock analysis.

• Ryan shares his experiences during the 1991 Gulf War and how market reactions can provide valuable lessons for investors.

• He also explores recent trades, including SkyWest, Olly, and a gold mining company, and emphasizes the importance of studying mistakes and successes.