Author: Dr. Winton Felt Company: Stock Disciplines, LLC Website: www.stockdisciplines.com Author Comment / Biography: Educational background. Winton Felt did his graduate-level work in English, Systems Engineering, Statistics, Probability Theory, Management, and Psychology. In addition, he did extensive undergraduate work in Physics, Mathematics, and Theology. For five years majored in Physics and Mathematics. Studied Theology and Biblical Studies full-time for three years (did simultaneous work in English). Bachelor’s degree in English. Master's degree in English. High achievement in Advanced Calculus (part of rigorous screening for participation in master's program) Entered master's program combining Systems Engineering, Statistics, and Probability Theory (withdrew after one year to begin work toward doctorate in English) Completed all course requirements for doctorate in English (Death in family. Discontinued all academic efforts for several years). Commenced work toward doctorate in Management (simultaneous additional work in statistical analysis). University waived policy regarding maximum course load for doctoral students (because of WAIS scores and academic history). Became only person in university history permitted to be enrolled in two unrelated graduate programs of study simultaneously. On obtaining doctorate in Management had completed all undergraduate requirements and half of the graduate level requirements for a master’s degree in Clinical Psychology. Grade average was 4.0 in both programs. During most of the years of his graduate studies Dr. Felt also operated his own business, teaching advanced reading and study techniques at four Christian colleges in southern California, and conducting special classes for various Christian organizations. General history of securities-related experience. Dr. Felt began his study of security trading patterns (emphasizing the “point-and-figure” method and outcome probabilities associated with various patterns) when he was in his early 20's. He became a professional in the financial services industry in 1985. He did his basic brokerage training at Merrill Lynch and achieved perfect scores on the “Series 7” in the areas of “Portfolio Analysis” and “Investment Strategies.” At Merrill Lynch he became the “Mutual Fund Coordinator.” A few years later, he was recruited by Bateman Eichler, Hill Richards (Everen Securities) to finish the development of a stock-trading system and to use it in managing a pooled account. He then founded Asset Management Systems and continued his work on the development, analysis, and evaluation of investment disciplines and strategies. He used multivariate analysis to test the profitability of more than 50,000 investment strategies. He then used the results of his analyses to design high total-return strategies. He also wrote computer-driven search algorithms designed to find stocks that have any of a variety of trading patterns known as "setups," price and volume configurations that most often occur shortly before a price surge. He managed portfolios, created investment disciplines, created the publication originally known as Value Indicator (later renamed The Valuator), created what was originally a 70-page weekly publication known as StockAlerts (our present StockAlerts subscription service is a derivation and subset of this no longer available publication), and was the founder of Stock Disciplines, LLC. Work and licenses for the five years before becoming principal officer of Stock Disciplines. Though Dr. Felt has held various licenses as an investment professional. During the five years immediately before becoming the principal officer of this company, Dr. Felt held a “Series 7” General Securities license and was registered with the NASD. He also held a “Series 24” license issued by the NASD. A “Series 7” will qualify a person to be a “Registered Representative” or “Investment Broker,” and is the license held by the more qualified “brokers” at major brokerage houses. This license is a prerequisite to sitting for the “Series 24” exam, which requires knowledge beyond that needed for a “Series 7.” The “Series 24” license is required for those who supervise other brokers (securities regulations stipulate that every Broker/Dealer firm must have at least one individual who is licensed as a "General Securities Principal"). Having both a “Series 7” and a “Series 24,” Dr. Felt had the NASD designation “General Securities Principal” (it should be noted that registration and licensing by the State of California, the SEC, or the NASD does not represent a mark of approval or endorsement by these regulatory bodies, but that certain standards of knowledge and other requirements have been satisfied). During this entire time, Dr. Felt was affiliated with Titan Value Equities Group, Inc. as a Registered Representative, a Registered Principal, an Advisory Associate, and as the manager of an Office of Supervisory Jurisdiction. Dr. Felt has also conducted investment strategy seminars and tutorials for investors and brokers.

Displaying 1 to 10 of 37 articles Next > Pages: 1 2 3 4  Articles by Dr. Winton Felt  1. Are We In A Bull or Bear Market? June 11, 2013 People often ask and pundits often debate the question: "Are we in a bull market that has just had a correction, or are we seeing the beginning of a new bear market?" People seem to debate such questions endlessly in the media and on Internet forums. Trying to predict the market is fun and can some... 2. Selling Strategies and Stop Losses June 11, 2013 There are several ways to approach the issue of stop losses. Here are a few examples. At one time we managed accounts for people. One of our strategies focused on Utilities. In this strategy, we created an index for each utility. The index combined current yield and projected dividend ... 3. How to Trade a Sideways Stock Market December 25, 2012 When markets are moving sideways or in a trading range, moving average crossover systems and other trend-following systems are more often whipsawed. One day a stock will give a buy signal, and the next day it will give a sell signal. Professional traders will often abandon trend-following systems ... 4. Increase Stock Market Gains with Less Risk December 25, 2012 The gains one can achieve through longer-term investing are much more dependent upon the performance of the market than the gains that can be achieved through short-term trading. Shorter-term investing can increase gains and yield far more consistent returns. To illustrate the point, let's ... 5. Trade Stock Cycles or Buy and Hold? December 15, 2012 Thirty years ago it made sense to buy and hold. Then, the cycles in which stocks moved had relatively small amplitude compared to the gain that could be anticipated for the year. Now, stocks swing in cycles with trough-to-peak moves comparable to what once was hoped would be the gain for an entire... 6. A Stock's Chart Pattern Reflects What is Known July 17, 2012 When determining their buy and sell points or devising their tactical plan, many technical traders consider the news to be only a distraction. Why? Because all that is known by the market about a company is believed to be reflected in the stock's chart pattern. What is already "known" by the mark... 7. How to Invest When Stocks Keep Breaking Down July 17, 2012 After a bear market, money tends to lay dormant in money market funds far too long. During the recovery after a bear market (that is, in the early stages of the new bull market), individual stocks churn. They often break down while the market rises. Market watchers will announce that the market i... 8. Stop Losses and Significant Declines June 30, 2012 Proper stop loss placement hinges on the ability to determine what is "normal" stock behavior and on the ability to define the meaning of "significance" in a decline. A drop below support would be a significant decline. Such an event should trigger a stop loss. Volatility adjusted stop losses are... 9. Do You Sell or Hold After Your Stock Has Dropped? June 30, 2012 Do you sell or hold a stock that has had a big drop? Is it too late to sell? Whether your stock has had a big loss or small loss should not make a difference. Judging a loss by its magnitude is an arbitrary approach to risk control. For example, it would be a more rational way to control risk to... 10. Bear Market Recovery and Replacing Stock Laggards June 25, 2012 When the recovery begins after a bear market, try to identify lagging stocks. Replacing stock laggards is extremely important because there has likely been a paradigm shift in market "psychology." For one reason or another, you never sold when the sell signals were generated. You held your stocks... Next > Pages: 1 2 3 4

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