THE GEORGE JARKESY SHOW WELCOMES SPECIAL GUEST GIL MORALES, AUTHOR OF “TRADE LIKE AN O’NEIL DISCIPLE: HOW WE MADE 18000% IN THE STOCK MARKET. THE SHOW ALSO WELCOMES MARILYN COHEN FOR STOCK WATCH.
Mr. Morales began his investment career in 1991 as a stockbroker in the Beverly Hills branch of Merrill Lynch. In 1997, William O’Neil personally recruited Mr. Morales to join William O’Neil + Company, Inc. where he spent the next eight years as a Vice-President, internal Portfolio Manager responsible for managing a portion of the firm’s proprietary assets, and Manager of the O’Neil Institutional Services group responsible for advising over 500 of the largest and most successful institutional investors in the world. Mr. Morales also co-authored with William J. O’Neil a book on short-selling, “How to Make Money Selling Stocks Short,” published by John Wiley & Sons in 2004. In 2004, Mr. Morales was appointed Chief Market Strategist for William O’Neil + Company, Inc.
He, together with Chris Kacher, recently co-authored the book, “Trade Like An O’Neil Disciple: How We Made 18,000% in the Stock Market”, published by John Wiley & Sons in 2010. He also contributed to the book, “Wiley Trading Guide, Volume II”, published in 2011.
In the period from January 1, 1998 to December 31, 2005, Mr. Morales achieved in his personal account a total return of 10,904.25% as audited by Rothstein Kass & Company, a hedge fund auditing firm. Mr. Morales received his B.A. in economics from Stanford University.
Mr. Morales is also currently a principal and Managing Director of MoKa Investors, LLC and Virtue of Selfish Investing, LLC, www.virtueofselfishinvesting.com. He currently manages money for qualified investors through each of those firms, and is a frequent guest and commentator on Fox Business News, MarketWatch.com, and CNN News Radio’s Wall Street Shuffle and Opening Bell shows, among other venues.
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Marilyn Cohen is one of the country’s top bond managers. She began her 30-year financial career as a securities analyst at William O’Neil & Co. She moved into bond brokerage at Cantor Fitzgerald, Inc. then founded Envision Capital Management 15 years ago. As Envision’s CEO, Marilyn and her company specializes in managing bond portfolios for individuals.
During this same 15 years Marilyn has written the bond column appearing in Forbes magazine. She is the author of Bonds Now! Making Money in the New Fixed Income Landscape (John Wiley & Sons, Inc. 2009). This is a new book for individuals investing in bonds. It teaches that in the aftermath of the credit crisis the “set it and forget it” method of bond investing no longer works. Bonds Now! shows investors the improved way to make money in the bond market.
Marilyn is also publisher of the Forbes Tax Advantaged Investor. This monthly newsletter provides individual investors with timely bond insights and specific recommendations. The Forbes Tax Advantaged Investor focuses exclusively on municipal bonds and fixed income investments for tax deferred accounts.
Marilyn is a popular guest on CNBC, Fox Business News, PBS and each of the major broadcast networks. Her comments–stated in plain English–guide individuals through the inner workings of the bond market.