Fundamental Trading Seminar

The T3 Live Swing Trader program is authored and taught by a 12 year veteran of institutional sales; Mario E. Carias, CFA. Mario worked as an institutional equity sales person between the years 1992 and 2005 for various large international investment banks. He is a member of the NYSSA and the CFA Institute.

What the heck is “institutional sales?!” Essentially it was Mario’s job to discover and introduce a trade idea with good company fundamentals to institutional investors for them to consider allocating large sums of capital.

In other words he is qualified to present the BIG MONEY market players with ideas!

These “good stories” could be in the form of a new product, a change in management, a breakthrough, an acquisition, or a new service that can increase the market share of a company. The T3 Live Swing Trader course, coaching, and mentor program will teach you how to search for the leaders with something special

Mario will teach you the top headlines and variables to keep an eye out for, the potential money making stories that could be a catalyst for the stock price to move higher.

Most retail participants in the equity markets will stay on this stage of the analysis – believing that a “good story” is enough for a stock to go higher. They will even go as far as to state that they are buying a company based on its fundamentals; for example, sales are going up every quarter and the stores have lines out the door = I need to buy the stock. This is only the initial step! You need to take it to the next step and make sure you are not OVERPAYING for that story. As experience has taught me a positive story is a necessary condition but not sufficient on its own.

There are many reasons the stock market may offer a great company for sale:

• Bear market
• Industry-specific news
• Company missed a “whisper number”

These are just a few, the KEY thing to remember here is we are not “bottom fishing,” we are looking for great companies at the right price.

The BIG QUESTION is “how do I find or know the right price?”

Mario has taken his years of experience and created The Stock Appraiser (TSA).

The easiest way to explain what The Stock Appraiser does is by using an example that everyone would be familiar with; real estate.

The 1st process analysis relative value: when a house gets an appraisal you get a professional perspective on NOT ONLY what the comparable sales may have recently been but also some perspective on the neighborhood. In other words are you looking at the best house in the best neighborhood or the best house in a not so good section of town?

The 2nd process analyzes cash flows: we calculate how much income (rent) you can receive over a period of time for that house and add up your future cash flows. The growth rate of the rent as well as the uncertainty attached to those increases will be analyzed and taught in the course.

This is Swing trading 101; pay a fair price for a good story in the best sectors. The Stock Appraiser helps you do that.

TSA is an easy to use program, no need for an accounting background or finance degree, TSA does all the heavy lifting.

You are taught how to input numbers from free websites in order to produce a “value” or price for your Fundamental Trade idea. This process is taught during the seminar and then followed up step-by-step again during the coaching sessions over the following three months.

A good story combined with The Stock Appraiser will present you with companies on sound financial footing and a catalyst for potential growth. You can use TSA to value your current fundamental trades as well as potential new opportunities.

After you learn how to use TSA you will have a solid “value” for the stock price of the company you are considering if it undervalued, overpriced or correctly priced based on cash flows, analyst’s estimates and sector related stories. The Stock Appraiser is a smart money tool to discover the right price. It will add value and conviction to every decision you make.

Technical Analysis: Learn how to read price charts, set profit targets, define risk and secure money earned on open profitable positions. Charts record the actual price movement each day for thousands of publicly traded companies. Charts show you the history of a stock, or what we define at T3 Live as the Analytical Time Frames.

Analytical time frames display institutional buying and selling pressure. Institutions move stocks and they move markets. Your goal through chart reading is to clearly recognize when the big money is active or when it is on the sidelines.

These big money players will either be buying stock aggressively (because they like the story and they like the value) or they will be selling a stock (because the story has changed or it may now be fairly priced).

Aggressive buying by the big money is known on Wall St. as accumulation. Aggressive selling is known as distribution.

Through price action and volume we will teach you to spot WHEN your 1) good story, with the 2) right value is a 3) good time to buy. Essentially, you will learn how to time a good entry into your fundamental trade.

Learning this skill is taught in our step-by-step process on reading the price action. Technical analysis is all about managing risk.

*T3 Live Technical Analysis 101 is included with your Swing Trader Course

Network and learn from other traders to maintain your focus and to hone your skills. Learn how to take it to another level.

Coaching sessions will be review and discussions of the strategies taught in the Swing Trader course, and of course your open forum for questions.

Group coaching is one of the most powerful tools you’ll ever experience, because when you connect with even just one other trader who is focused on trading and success, your ideas and skills don’t just double, they increase exponentially! In this case, 1+1 = much more than 2.

The Swing Trader coaching sessions are held each week and typically run for 90 minutes. The stated purpose of the coaching process is to build on the 3 Steps, motivate and share potential ideas.