November 2008

Sell Out Event at Laurel Oak Country Club in Sarasota.

Ned Davis and John E. LaForge, III of Ned Davis Research spoke to packed house on November 12.  The presentation entitled Market Insights, Trends and Risks was a valuable benefit for CFA Tampa Bay members and their guests.

Diane M. Huntley, CFA  of Northern Trust was our Market Maven.  She was awarded a Shell Gas card for submitting the closest answer to our October Question on the Month.

 

Market Maven Question of the Month

What will be the best performing sector for the period November 13, 2008 through December 8, 2008?  Also, the percentage of change.

Chart pictured left is summary chart reflecting Best Performing Sector.  Sectors from left to right are materials, industrials, telecom, consumer discretionary, consumer staples, energy, financials, healthcare, technology, utilities.

Chart pictured right is the summary chart reflecting Rage of Expected Percentage of Change by Sector.  Sectors from left to right are materials, industrials, telecom, consumer discretionary, consumer staples, energy, financials, healthcare, technology, utilities.

Please join us in Tampa on December 9 to
find out who our Market Maven will be.
Learn more about the December 9 event.

October 2008

CFA Tampa Bay Society Meeting

Our 3rd Annual Hedge Fund/Economics Panel on October 14 was a sell out.  Moderator Vinny Catalano, CFA, of Blue Marble Research was joined by panelists D. Scott Luttrell of LCM Group and David A. Henwood of Raymond James.

October marked the introduction of our market maven questions.  Each month, we will be asking meeting attendees to make predictions.  Our question and response chart for October is below.

Join us on November 12 at Laurel Oak Country Club in Sarasota, FL, to find out who our market maven is.  Learn more about our meeting on November 12.

In Memoriam - Paul Anderson
Former CFA Tampa Bay President, Paul M. Anderson, passed away September 18, 2008.  He is survived by his wife Penny and his daughter Kari.  Paul was a portfolio manager with BNY Mellon. Previously he had worked for Bank of America.  His friendship and leadership will be missed by all of us.

The Anderson Family would like to continue Paul's passion for helping young people further their education by helping them pay for college expenses, such as, tuition and books. In lieu of flowers, memorial contributions may be made to:
Brown Family Trust Education Fund
c/o The Plainsmen Gallery
2450 Sunset Pt. Rd. Suite A
Clearwater, Fl. 33765

or to
Skycrest United Methodist Church Youth Group
2045 Drew St.
Clearwater, FL 33765