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David Cox, CFA, CMT, FCSI, FMA, BMath

David Cox, CFA, CMT, FCSI, FMA, BMath

David Cox is a Portfolio Manager at CIBC Wood Gundy in Waterloo, Ontario, for the past 19 years. He believes technical analysis is essential to making rational investment decisions, and manages assets using fundamentally screened, yet technically driven trend following and swing trading techniques to identify timely buy and sell strategies.

David previously worked in the quantitative research department for an institutional buy-side investment manager and can speak from experience to the value that technical analysis brings to a fundamentally driven investment process. David is a well-known presenter on technical analysis, highly recommended by the Chartered Market Technician Association to which he belongs. David is one of the few dual holders, globally, of both the Chartered Market Technician (CMT) and the Chartered Financial Analyst (CFA) designations. He has a Bachelor of Mathematics from the University of Waterloo.

Contributions

  • Seeing the Forest Through the Trees

    A webcast presentation originally held by David Cox, CFA, CMT on March 23, 2022 as part of the CMT Association's Educational Web Series. Any investment process is subject to changing conditions and at times, one time frame can operate against an investor’s time...

  • Investment Decisions: Keep It Simple

    A webcast presentation originally held on February 20, 2019 with David Cox as part of the Educational Web Series. An investment decision making process should not be assumed to work in every investment environment.  Too often, investors fail to adapt to rapidly...

  • Swing & Trend Trading - Two Powerful Techniques that Belong in Your Shed

    A webcast presentation originally held on May 23rd, 2012 by David Cox, CFA, CMT as part of the CMT Association's Educational Web Series. There are countless ways to invest money, but we all share one goal – to profit. Swing trading offers the opportunity to harvest regular...

  • Spotting Long Term Trend Changes via Divergence

    A webcast on Spotting Long Term Trend Changes via Divergence by David Cox, CFA, CMT, FCSI, FMA, BMath on December 15, 2010 as an ongoing part of the CMT Association Educational Web Series.

  • Relative Strength Index (RSI): Making Advanced Use of a Simple Indicator

    A webcast presentation by David Cox, CFA, CMT originally held on June 18th, 2014 as part of the CMT Association's Educational Web Series. In this presentation, we'll take a detailed look at how to use the Relative Strength Index (RSI) in a more advanced way.  The most...

  • Buying, Selling and Risk/Reward: Generating Better Investment Results

    A webcast presentation by David Cox, CMT, CFA originally held on June 5th, 2013 as part of the CMT Association's Educational Web Series. Buying stocks is easy. But selling stocks is more important. Greed and fear tend to play a role in most investors’ sell decisions both to...

  • Technically Speaking, April 2016