Investview Incorporated · OTC:INVU
Investview — Investor Presentation (June 2009)
58 slides from Investview's investor presentation, Jun 13, 2009
Slide 1: InvestView Trading Room
InvestView is a division of Global Investor Services, Inc., a publicly-traded company listed on the OTC-BB. © 2009 Investment Tools and Training LLC. Unauthorized use and duplication is strictly prohibited. All rights reserved.
Slide 2: Educational purposes disclaimer
The information presented and made available in The InvestView Trading Room is intended for educational purposes only. The information is not and should not be confused with investment advice and does not attempt or claim to be a complete description of any specific securities or markets, but rath
Slide 3: InvestView Trading Room
InvestView is a division of Global Investor Services, Inc., a publicly-traded company listed on the OTC-BB. © 2009 Investment Tools and Training LLC. Unauthorized use and duplication is strictly prohibited. All rights reserved.
Slide 4: Agenda
Last Week’s Trades Market Analysis The Markets Last Week’s Events Current Market Analysis Upcoming Week’s Events Sector Analysis Bonus Lesson: Protective Puts This Week’s Trades Bonus Webinar: Bollinger Bands June 16 – Register Now! Conclusion
Slide 5: Last Week's Trades
investview Last Week’s Trades
Slide 6: Triggered into two Trading Room picks
We were triggered into two of our Trading Room picks today. Buy: Schnitzer Steel (SCHN) at $58.10 Stop loss at $54.64 (below today's low) Short: FirstMerit Corp. (FMER) at $16.85 Stop loss at $17.97 (above the 20-day moving average)
Slide 7: Taking profits on SCHN
Maybe its the choppy market, but I am inclined to be taking some profits as they come. Let’s go ahead and try to sell at least 1/2 of your position in SCHN up near $62.25. If it keeps running further…great…we will make even more money. We may even look to add this part of the position back on if the
Slide 8: Current and Exited Trades
Current Trades IBM -$25/contract Calendar Spread FEED +9.3% Remaining ½ position SCHN +6.1% Remaining ½ position FMER -1.6% Exited Trades SCHN +7.1% Sold ½ position Not Filled NTY
Slide 9: Calendar Spreads
. Investview IBM Trade from 2009-05-16 Calendar Spreads Calendar Spread (Horizontal) ‘Chart Setups Sideways Trend Calendar Spread (Diagonal) = Chart Supe ideways Trend Bull Pullback High Base Break Even & Even & Trade Setu Break p |Profit Points Trade Setup Profit Points - Max G: Max Gain || BEB Alw
Slide 10: IBM Trade from 2009-05-16
IBM Trade from 2009-05-16 investview IBM (IBM) ¢ Diagonal Calendar Spread be Buy the October 95 Call ibm trade over time * Sell the June 100 Call * Possible exit if IBM breaks below $95
Slide 11: What to do with a calendar spread at expiration
What to do with a calendar spread trade at expiration Stock closes below the strike price of the option sold Do Nothing as the option will expire. Look at selling next month’s ATM call Stock closes above strike price of option sold You must choose if you want to stay in the trade If ye
Slide 12: IBM Trade chart
investview IBM Trade from 2009-05-16 Equity: IBM Duration: |"SHonths "| Period: [Saity Ty] March 2009 j May 2009 -$25/contract fF 115.00 ab Os ite? + \) TRA TT: RACT IS DOWN IDEALLY, STOCK PULLS BACK IBM- Fri - Jun 12, 2009 4:00 PM O: 108.4 H: 109.28 L: 107.75 C: 108.21 V: 7,250,917 166 1.50
Slide 13: FEED Trade from 2009-05-23
FEED Trade from 2009-05-23 investview AgFeed Industries (FEED) ¢ StockTrade » Buy the stock with a stop limit order * Stop = 6.48, Limit = 6.55 * Place a sell stop at 1ATR (0.50) below entry price ¢ Bull Call Spread * Buy the June 5 Call and sell the * Debit = 1.00 ¢ Option Trade * Buy the July 5 Ca
Slide 14: FEED Trade chart
. Investview FEED Trade from 2009-05-23 Equity: FEED Duration: |"SHonths "| Period: [Saity Ty] & d i lS} March 2009 n LA - 33 3.76 April 2009 I AGFEED INDUSTRIES- Fri - Jun 12, 2009 4:00 PM Cc: 7.16 V: 1,465,459 0.90 0.90 Mar 2009 Apr 2009 May 2009
Slide 15: SCHN Trade from 2009-06-06
SCHN Trade from 2009-06-06 investview Schnitzer Steel Industries (SCHN) Stock Trade * Buythe stock with a stop limit order * Stop = 58.10, Limit = 58.30 * Place a sell stop at aATR (3.30) below entry price ¢ Bull Call Spread * Buy the June 60 Call and se * Debit =1.70 ¢ Option Trade * Buy the July 5
Slide 16: SCHN Trade chart
. Investview SCHN Trade from 2009-06-06 Equity: SCHN Duration: |"SHonths "| Period: [Saity Ty] G - i lS} March 2009 n ra a3 April 2009 I Fo+ 9 SCHNITZER STEEL-A- Fri - Jun 12, 2009 4:00 PM O: 62.07 H: 62.29 L: 60.7 Cc: 61.69 V: 584,018 " 2009 ‘Apr 2009 [May 2009 | >
Slide 17: NTY Trade from 2009-06-06
NTY Trade from 2009-06-06 investview NBTY (NTY) ¢ StockTrade » Buy the stock with a stop limit order * Stop = 28.97, Limit = 29.10 * Place a sell stop at 1ATR (1.28) below entry price ¢ Diagonal Calendar Spread * Buy the December 25 Call ar * Debit = 4.65 ¢ Option Trade * Buy the July 25 Call * Plac
Slide 18: NTY Trade chart: Not Triggered
investview NTY Trade from 2009-06-06 Equity: NTY Duration: |"SHonths "| Period: [Saity Ty] : March 2009 I May 2009 Not Triggered - 30.00 beamag a ee aa praolte+r Q (Set ee NBTY- Fri-Jun 12, 2009 4:01 PM O: 27.17 H: 27.5 L: 26.92
Slide 19: FMER Trade from 2009-06-06
FMER Trade from 2009-06-06 investview FirstMerit Corp. (FMER) ¢ StockTrade * Short the stock with a stop limit order * Stop = 16.85, Limit = 16.70 * Place a buy stop at 1ATR (0.82) above entry price ¢ Bear Call Spread * Sell the June 15 Call and b * Credit =1.85 ¢ Option Trade * Buy the July 20 Put
Slide 20: FMER Trade chart
investview FMER Trade from 2009-06-06 = Go eh = 17 H: 17.32 L: 16.97 C: 17.12 V: 407,041
Slide 21: Fundamental Focus
Bonus Lesson from 2009-05-16 investview Fundamental Focus ¢ Bullish on Commodities + Bearish on Consumer * OilService * Specialty Retail * WFT, SLB, HAL, RIG, DO * ANF, UA, XRT * Natural Gas » Retailers * UNG, APA, XTO, EOG * SHLD, NKE ° Defense * LMT, GD, FLIR Agriculture * POT, AGU, TRA, MOS °
Slide 22: Market Analysis: The Markets
. Market Analysis: The Markets
Slide 23: Market trades in a tight range
Market trades in a tight range (20 pts on S&P) Market tests resistance at: 9,000 DJIA, 950 S&P and 1,800 Nasdaq US Dollar continues to fall Commodities level off, interest rates rise Economic reports continue to improve Retail Sales not great, but not terrible Improving Consumer Conf
Slide 24: Weekly and YTD index performance
WEEK YTD DJIA +0.4% +0.3% S&P 500 +0.7% +4.8% Nasdaq +0.5% +17.9% Russell 2000 -0.7% +5.5% TSX +0.7% +18.4%
Slide 25: Dow Jones Industrial Average
investview Dow Jones Industrial Average lS} March 2009 we aE Secs Ui ee | 11,500.00 = p L 10,500.00 - 9,500.00 - 7,500.00 - 6,500.00 - 6,000.00 DJ INDUSTR AVERAGE - Fri - Jun 12, 2009 4:04 PM O: 8,770.01 H: 8,805.53 L: 8,716.73 C: 8,799.26 V: 164,016,223 . [- 800M ie Ta _ | Feb2 Mar 2009 Apr 2009 [M
Slide 26: S&P Index
investview S&P 500 Index Equity: ssex | Duration: (GUSSaiea) Period: (ES) 1,250.00 1,150.00 1,050.00 S&P 500- Fri- Jun 12, 2009 4:59 PM L: 935.66 C: 946.21 Vv: - | > ye T™ | Feb 2009 Mar 2009 Apr2009°—
Slide 27: NASDAQ Composite Index
investview NASDAO Composite Index Equity: scomeq Duration: |S Honths "| Period: [Sait Ty} 8 eee wu ; mi — [- 2,175.00 Go eh = 1,975.00 1,775.00 1,575.00 [- 1,375.00 fF 1,200.00 NASDAQ COMB COMP - Fri - Jun 12, 2009 5:16 PM O: 1,852.43 H: 1.8588 L Jan 2009 Feb 2009 Mar 2009
Slide 28: Russell 2000 Index
Russell 2000 Index Equity: sRutT Duration: |S Honths "| Period: [Sait Ty} @e Edo al bJ investview RUSSELL 2000- Fri - Jun 12, 2009 4:59 PM O: 524.27 C: 526.83 V: or9*4eg ty em T= _ Feb 2009 Mar 2009 Apr2009 0
Slide 29: S&P/TSX Composite Index
investview S&P/TSX Composite Index 10,344.14 9,819.71 13,000.00 12,000.00 11,000.00 10,000.00 F 9,000.00 O Wy 3? L 8,000.00 iy bray! [- 7,000.00 S&P/TSX COMPOSITE -_ Fri - Jun 12, 2009 5:05 PM O: 10,648.48 H: 10,714.11 L: 10,612.9€ C: 10,644.9€ V: 179,018,925 . [- 600M Jan 2009 Feb 2009 Mar 2009
Slide 30: CBOE Volatility Index
= Investview CBOE Volatility Index
Slide 31: Upcoming week's events: earnings and economic reports
Markets to test resistance this week DJIA 9,000 S&P 500 950 Nasdaq 1,800 Earnings Tuesday: Adobe (ADBE) Wednesday: FedEx (FDX) Thursday: Research In Motion (RIMM) Economic Reports Tuesday: PPI, Housing Starts, Industrial Production Wednesday: CPI Thursday: Initial Jobless Cla
Slide 32: Market Analysis: Sectors
investview Market Analysis: Sectors
Slide 33: Consumer Services, Technology
Consumer Services Technology
Slide 34: Sector Analysis: Energy, Financial Services
investview Sector Analysis Equiy; ve Duration: GSS maint: al) Equiy; 1G Duration: GSS maint: al) ISHSDJENGY IND FD Fri-Jun42,2009359PM OC HTS OHM LHS CMT OV, 819072 4 ca = ea apr 208 ~ [i200 3 Financial Services 3 J | Energy
Slide 35: Sector Analysis: Healthcare, Real Estate
investview Sector Analysis Fquiy; mR Duration: GSS maint: al) 5 ISHSDJUSHLTHFD- Fri-Jun12,20083:58 PM 0: S205 HK: 5292 L 5199 EV (188.208 A [208 a [ie 28 Healthcare 3 Real Estate EEE
Slide 36: Protective Puts
= Investvie Protective Puts
Slide 37: Two ways to create a Protective Put
Two ways to create a Protective Put Buy the stock and put at the same time Decide now is a good time to protect a stock you currently own by buying put options Similar to buying insurance on any asset that you own, you pay the premium for protection against a downward move in your stock Ex
Slide 38: The stock can go one of three directions
The stock can go one of three directions If the stock goes up, profit will be made in the stock position and is unlimited. You bought at $52.00, so everything it goes up is profit. If the stock moves to $60.00, you have an $8.00 ($800) profit in the stock. However, at expiration your put will ex
Slide 39: Celgene Corp. (CELG)
Celgene Corp. (CELG) CELG Duration: [ey Sle) = Period: [po= ls) 1
Slide 40: Buy the stock and put on Monday
Buy the stock on Monday ($43.23) For every 100 shares of the stock that you buy, you will also purchase one (1) put contract E.g., if you purchase 500 shares, then also buy 5 put contracts Buy the July $42 strike put option ($1.50) The trade should be done together The current market pri
Slide 41: How the Order Will Look
~ Investview How the Order Will Look Protective Put Order Covered Call Protective Put Collar Stock Symbol Action Quantity CELG Buy + 100 Option Symbol Action Quantity .LQHSB BuyToOpen + 4 CELG JUL 2009 42 P Price © Market Limit/Credit* $ 4> 4> ® LimivDebitts 44.50 Even Duration Day Order None ’ Adva
Slide 42: This Week's Trades
This Week's Trades
Slide 43: KBR, Inc (KBR)
Investview KBR, Inc (KBR) ker | Duration: (EGGS) Period: GED) Goa Ee l I June 2009 KBR- Fri - Jun 12, 2009 4:00 PM O: 19.02 H: 19.55 \—— ‘Apr 2009
Slide 44: KBR trade setup
Buy the stock with a stop limit order Stop = 19.75, Limit = 20.00 Place a sell stop at 1 ATR (0.82) below entry price Buy the July 19 Call and sell the July 21 Call Debit = 0.90 Buy the September 17.50 Call Place a sell stop at 30% of premium paid
Slide 45: McMoRan Exploration Co. (MMR)
investview McMoRan Exploration Co. (MMR) March 2009 April 2009 L L June 2009 o- grtaarey 7 roeittt Ow eel ge a eo MCMORAN EXPLORATION - Fri - Jun 12, 2009 4:03 PM V: 657,488 Mar 2009 Apr 2009 a
Slide 46: McMoRan Exploration Co. (MMR)
= Investview McMoRan Exploration Co. (MMR)
Slide 47: MMR trade setup
Buy the stock with a stop limit 0rder Stop = 7.62, Limit = 7.75 Place a sell stop at 1 ATR (0.53) below entry price None Buy the August 5 Call Place a sell stop at 30% of premium paid
Slide 48: KB Home (KBH)
investview KB Home (KBH) Equity: eH | Duration: (EEESISNIE) Period: (GE) Goa Ee April 2009 I I June 2009 1 SMA (200)E59 14.60 g+s70 1" jer egg at , KB HOME - Fri - Jun 12, 2009 4:00 PM O: 14.36 H: 14.5 L: 13.82 C: 14.09 V: 3,030,621 Mar 2009
Slide 49: KBH trade setup
Short the stock with a stop limit 0rder Stop = 13.80, Limit = 13.60 Place a buy stop at 1 ATR (1.08) above entry price Conservative Sell the July 15 Call and buy the July 17.50 Call Credit = 0.70 Aggressive Sell the July 12.50 Call and buy the July 15 Call Credit = 1.40 Buy the O
Slide 50: Southwest Airlines (LUV)
investview Southwest Airlines (LUV) tuv | Duration: (ESSN) Period: GED) Goa Ee March 2009 j 1 I June 2009 SOUTHWEST AIRLINES - Fri - Jun 12, 2009 4:03 PM 6.63 0.08 -0.05 \— 2009 | >
Slide 51: Southwest Airlines (LUV)
~ Investview Southwest Airlines (LUV) |
Slide 52: LUV trade setup
Short the stock with a stop limit 0rder Stop = 6.52, Limit = 6.40 Place a buy stop above the 20-day SMA at 6.85 Sell the July 6 Call and buy the July 7 Call Credit = 0.55 Buy the September 9 Put Place a sell stop at 30% of premium paid
Slide 53: Watch list tickers
MUR MI NE HIG KEY RWT KEP LNT LUK VGK KFT NYX SLW
Slide 54: Bonus Webinar: Bollinger Bands
“-™ Investvie Bonus Webinar: Bollinger Bands
Slide 55: Bollinger Bands webinar
In our highly regarded InvestView Trading Room a few weeks ago, we did a 15-minute lesson on trading Bollinger Bands Our students raved so much about it that we decided to do a 2-hour class on Bollinger Bands One night only! “I'm a new member to the Trading Room... This free webinar is open
Slide 56: What you will learn
What you will learn History of Bollinger Bands (BB's) Solid trading system for BB’s Using BB's to Measure Momentum Using BB's as a Volatility Gauge Using BB's as a Trading Tool Buy & Short Setup Criteria BB's Trading Checklist
Slide 57: Free LIVE Bollinger Bands Webinar
Free LIVE Bollinger Bands Webinar One Night Only! Invite anyone that you would like Tuesday June 16, 2009 6-8 p.m. Pacific Time / 9-11 p.m. Eastern Time Register Now! Two ways to register… Either go to: http://www.investview.com/gotowebinar?meetingID=152183185 Or go to: JoinWebinar.c
Slide 58: Conclusion
As of May 9, we had shifted to a neutral stance on the market, but we finally had a breakout Markets to test next resistance levels DJIA 9,000 S&P 500 1,000 Nasdaq 1,850 Overall: Slightly bullish stance Watch commodities, gold and financials for market direction Register Now for the