Stock Alerts

$25.00

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Description

This subscription/service is intended for investors and traders who build “watch lists” and who want to time their purchases so they coincide with the commencement of a significant advance. These investors and traders want access to frequent fresh lists of “setup” situations. They use our alerts to create lists of stocks that appear to be ready or nearly ready for a price surge. They then monitor the stocks on the “watch list” while they wait for a “trigger” event (buy signal). The “trigger” could be a higher high on increased volume in a certain context (a “bounce off of support, a penetrated resistance, a follow-through advance after a Bollinger band squeeze and upper band penetration, or some other event that suggests a significant move is under way).

The image displayed here is an example of what a list looks like, except that the image has been reduced in size to show more of the list. We put a label identifying the alert that was triggered to the left of each stock and then sort the list by the magnitude of the surge in volume. At one time we sorted by the type of alert (as pictured in the above sample).  We have changed that.  Now the stocks are ranked according to the magnitude of the surge in volume occurring the day the alert is triggered.  We do that because, as a general rule, the greater the volume surge, the more reliable the alert.  Accordingly, those with the biggest volume surge are ranked higher regardless of the kind of alert that has been triggered.  The list in the image was generated on a quiet day when there were very few alerts and more down alerts than up alerts. Nevertheless, the large database enabled us to identify a number of stocks giving a bullish alert. We also show the price, the percentage change in volume, and the RSI for each stock on the day of the alert.

For subscribers, we compile lists of stocks that satisfy each of the alert conditions described in the “Explanations” section of the “Stock Alerts” page. There are actually 11 alerts generated by these six systems. They include six “up” alerts and five “down” alerts.  The descriptions are too lengthy to place here.  The following link will take you to a new page with descriptions.  When you close the page, you will return here.  To review the list of alerts, go to  Alerts in StockAlerts

This publication does not provide the information on fundamentals that you will find in The Valuator. On the other hand, it scans more stocks. The Valuator reports on fundamental and technical information for a list of about 500 selected stocks that we consider worth tracking. StockAlerts scans thousands of stocks to determine if certain “setups” have occurred (the database has over 8,000 stocks).

A “setup” is a stock pattern of price and/or volume behavior that is believed by many traders to precede a significant upward or downward move (with a relatively high level of reliability). For example, a period of relatively low volatility often precedes a price surge. That means Bollinger bands will often have narrow separation before a surge. However, the probable direction of the surge is not always clear in advance. StockAlerts will notify subscribers if the upper Bollinger band is penetrated after such a squeeze because that would suggest a move to the upside is in the offing. It also gives alerts for stocks penetrating the lower Bollinger band after a Bollinger Band squeeze. The Bollinger Band alert system is just one of six alert systems monitored.

Subscribers can access the lists generated by the six alert systems in the “Subscribers Only” section of this website.  Just one timely entry point can pay for a year’s subscription fee many times over.

The number of stocks in each of the lists in StockAlerts will vary.  At any given time, there may be many stocks or none that have triggered a particular alert.

 

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Published by Dr. Winton Felt

Dr. Winton Felt Educational background. Dr. Felt did his graduate level studies in Systems Engineering/Applied Mathematics, English, Management, and Clinical Psychology. During a good portion of the time he was involved in his graduate studies, Dr. Felt also operated his own business, teaching advanced reading and study techniques at four colleges in Southern California, and conducting special classes for various Christian organizations. General history of securities-related experience. 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 algorithms to enable a computer to search through thousands of stocks to identify those that have any of a variety of behavior patterns known as "setups," price and volume configurations that most often occur shortly before a price surge. Dr. Felt created the Market Bias Indicator (MBI), also known as the Felt Oscillator, the Force of Trend (Group Pressure Gradient) indicator, and a procedure for discovering what he calls "Key Intraday Levels." 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 before becoming the principal officer of Stock Disciplines, LLC. Dr. Felt has held various licenses as an investment professional. During the years immediately before he became the principal officer of Felt Financial, LLC. (through which he managed investment advisory accounts), 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. 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 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. Felt Financial, LLC. (of which Dr. Felt was the principal officer), remained in the investment advisory business as a Registered Investment Advisor until December 31, 2005. After that date Felt Financial, LLC. became Stock Disciplines, LLC., and the firm (and Dr. Felt) stopped providing investment advisory services (use the link below for more on why the advisory business was abandoned). Dr. Felt has also conducted investment strategy seminars and tutorials for investors and brokers. Past Affiliations. Biola University in La Mirada, Asset Management Systems located in Costa Mesa and Newport Beach, and Felt Enterprises with primary locations in Oceanside and Carlsbad in California, USA. Articles Published. To see a few articles written by Dr. Felt, click on Articles. If you know or have ever met Lawrence, Carolyn, Winton, Shirley, Wendy, Anthony, Larry, or Gail, we have a message for you. Read The Message For more on Dr. Felt's strategy testing and why he stopped managing money for others, see item #10 after clicking on Leaving the advisory business. Return to About Us for information about the company. View