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What is the
difference between the
The Long Term Portfolio
You receive recommendations of quality stocks to add to your long term
portfolio. You receive a new stock recommendation the first Monday of every month. Each stock
should represent 5% of your portfolio. This portfolio follows Benjamin Graham's principals of
deep value and holding for the long term. We like stocks of solid companies that have a history of
paying dividends. We do use trailing stops to protect our hard earned gains.
$99 per year. You save a hundred bucks!
We help you invest for the long term, and build your
retirement or investment account.
It takes very little time on your
Just check your e-mail once per day, I monitor our
positions and alert you if you need to enter an order.
Weekly recap on all of our
Every month I send out a recommendation of a new
company to buy with a specific buy price. You just enter it and let the market fill when the
price meets ours.
Best place to start to build future
Helps you gain experience investing your own
Get comfortable with the market.
Each of our present positions has a recommended
aggressive an conservative buy price for new subscribers.
We actively manage our
portfolio, we also recommend sales from the portfolio.
Buy, Sell, Hold is:
Our premium service that buys value stocks, then
sells covered calls against them. We own 10 stocks and keep calls sold against
Weekly update on positions on Wednesday morning.
A specific buy price on underlying stock holdings
if a replacement is needed.
Exact instructions for Option to Sell, at what
Buy back prices.
Resell prices on rollover options.
Constant monitoring of our
Posted on website for your easy
Email alerts when time to
Low risk, high reward setups.
More questions and answers about
The SwingTrader is:
We capitalize on
over sold or over bought stocks and ETF's. We send out recommendations of market action every morning before
the market opens. We recommend you play the same amount of money on each position. Our record is good,
but there will be losses, so it is important that each position is roughly equal to the others. We look for
short term trends that will play out in less than a month. We will take profits almost immediately if we get
a sharp movement. We will cut losses if we feel the position has moved against us and holds little hope of
You receive our Stock Alert everyday before the market
We look for technical trades with a three day to three
week window. We never hold for one year!
We look for
trades to make 10% per month on each trade. Some
take longer, some less. Some make more, some less.
Minimum account size of $20,000 to take advantage of
I am so sure you will like our
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I look forward to having you as a member of any of
our premium services.
Here is a sample recommendations from each
Research for online investors
March XX, 2009
We have been through a tough past
two weeks. We saw the market drop and erase a lot of gains. Our stocks held up pretty well, and are now
recovering to put us back into the black.
This week take a hard look at
MarkWest Energy Partners (MWE). This is a limited partnership like Kinder Morgan Pipeline that we own. This is
an important distinction because the dividends you receive will be sheltered by depreciation on the physical
assets of the company. Taxes have to rise in the future for everyone, not just the few, so any favorable tax
treatment we can get is not to be taken lightly.
MWE gathers, processes, transports
and stores natural gas, along with some crude oil. Natural gas is down right now, but it does not matter to MWE.
They don’t explore for it, they just transport it. There is some exposure to pricing, as they hedge the
commodity while they are in possession of it. Producers want to be paid market price when it goes in the
pipeline, buyers want to pay market price when it comes out. Add in processing time and storage, you see why
they hedge the pricing. This should balance out to have no material effect, but in practice can have
MarkWest contracts much of the gas
before it builds a pipeline, so there is little risk of assets not being utilized. They pay out less than cash
flow, and we are buying today for just a little more than 1/3 of their Enterprise Value. Ben Graham would
salivate for this kind of deal.
MarkWest along with many other
partnerships were unfairly punished in the market sell-off in the last year. Their stocks were held by many
large institutions that had to liquidate to raise money. Pipeline partnerships were also lumped in with real
estate partnerships that face a tough future. Partnerships have to pay out most of their earnings in dividends
to maintain their tax favored status. This can be a hurdle for real estate partnerships because they cannot
build any cushion for vacancies. Real Estate partnerships are in a liquidity crunch as the economy slows down.
Pipeline companies don’t have this problem, but they were too close to the fire to avoid getting
MarkWest pays $0.64 per quarter,
$2.56 per year! If we can get this bought at $11, that is a 23% annual return. Better than certificates of
There is some noise about the
ability of MWE to continue the present distribution. I have read the 4th quarter earnings call, and discussions
were frank considering the present financial markets, and spreads on commodity pricing. As a friend of mine in
Atlanta says, “Analysts are covering their behinds”. It seems an expectation of a lower distribution (cut in
half) is already priced into the stock. If this happens, we are making 113/4%, not as good, but pretty dang good
with tax favored status.
This MWE recommendation sent to you
so you can make a decision if this stock is appropriate for your holdings. As noted below, I will watch the
market, and send an Alert when to buy. If the market goes south, we may get a great
ACTION TO TAKE: Buy MarkWest Energy Partners (MWE) under $11.00 The stock has rallied along
with the general market from its lows. I will watch the market and send you an alert when I buy. If the market
opens weak in the morning, we will let it. When we firm up prices, it will be time to grab it. We may be able to
get it cheaper, but if you miss it, it will be gone.
presented in this recommendation is based on generally available news releases, corporate filings, current
events, interviews and the editor’s opinions. It may contain errors and you should not make investment decisions
based solely on what you believe you have read here. Do your own research, it is your money. If you lose it, it
is your responsibility, not ours or your grandmothers! The editor may or may not have a position in any
securities discussed. The editor may have held a position in a security earlier, or in the
Jan. 13, 2010
Earnings season is upon us, and Alcoa (AA)
disappointed the market to start things off. We think the market still has some strength to show. All the talk of
the expectation of a pull-back may actually work to drive the market higher. This seems strange, but if traders
short the market, expecting a sell-off and the market moves higher they have to cover their shorts. This is like
rocket fuel to a rising market.
We want to let go what gets called away,
and roll over to new covered calls on those that are
Enter orders Good Till Cancelled. We will send out alerts if we
need to change directions.
Recap and Action to
ABC = HOLD We sold to open the Feb. $55 call (ABCBK) We are
doing fine on this position, no action to be taken this
DEFG= HOLD We sold to open the March $7.00
call (DEFCJ) We are doing fine on this position, no action to be taken this
HIJ = HOLD We sold to open the Jan. $26
(HIJAF). We are above the call price and it appears our stock will be called away. You don’t have to do anything.
If HIJ closes above $26 Friday,
the stock will be called away and $26 per share will be deposited in your account. We will resell the position next
Wednesday, after the funds settle. This transaction will net us
KLM = HOLD Messy cup with handle but it will have to do.
Sell to open the April 45 call (KLMJU) for $1.25 or
NOP = HOLD Sold to open the Feb. $44 (NOPBA) Moved higher in
last week. We are doing fine on this position, no action to be taken this
QRS = HOLD Sold to open the Feb. $30 call
(QRSBF) Stock made strong move last week. We are fine on this position, no action to be taken this
TUV = HOLD Sold to open the April $25 call
(TUVDE) Company has announced expansion plans and stock buy-back. We are recovering in this position, no action to
be taken this week.
WXY = HOLD Sold to open the Jan. $35 (WXYAG) We are above the
call price and it appears our stock will be called away. You don’t have to do anything. If WXY closes above $35 Friday, the stock will be
called away and $35 per share will be deposited in your account. We will resell the position next Wednesday, after
the funds settle. This transaction will net us
ZAB = HOLD We sold to open the Jan. $36
(ZABAJ) We are above the call price, at the moment and coming down fast with oil and a soft market today. We don’t
have to do anything. If ZAB closes above $36 on Friday, the stock will be called away and $36 will be deposited in
your account. We will resell the position next Wednesday, after the funds settle. This transaction will net us
13.7% If it is not called away we will resell another covered call next
CDE = HOLD Sold to open the March $19
(CDECS) Stock is acting well, no action is required at this
We may chose to rollover some of our
covered calls to the next month. We will send out an alert on Friday morning (options expiration day) with
instructions. This is simply buying back our Jan option and immediately selling a Feb or March
have any questions, please email: firstname.lastname@example.org
If you don’t receive the
Alert do to email problems, remember it is always posted on the website. You can check all of our positions and
access recommendations just enter your password from the Log In page.
July 28, 2009
The market keeps creeping higher; everyone expects a drop,
which is probably what keeps it moving up, as shorts have to cover. It is tempting to jump on board the momentum, but I fear we will be caught.
The best route for us is to work our way to cash. It is best to be patient. Resistance is at
I have suggested two new positions.
A short and a long, both at extreme pricing. We will try to play the channel for quick profits.
Key to () on each stock. Date bought, net purchase price, gain as of closing price. The
net purchase price is minus the option if sold. The percentage is the gain if sold at yesterday’s closing price
including buying back the option.
Action to Take:
UNG—(5/7 13.50c -7.3%) Hold. Sold the the August $14 call (UNYHN) for $0.75 This
will net 3.7% if called away.
FCX—(6/3 49.63c +7.9%) Hold Sold the August
$55 This will net 10.8% if called away, if not we lower our price for
POT---(6/15 111.35 -14.6%) Hold
Sell to open the August $115 (PYPHC) for $1.25 or more.
This will net 4.5% if called away, and lower our
AGQ---(7/6 38.25 +11.5%) Keep a trailing stop in your computer at
$2.00, presently at $41.00
USO---(7/9 31.50c +10.0%) Hold Sold the August $36 call for
$1.00 This will net 14.3% if called
HTM---(7/21 1.44 +3.5%) Hold Volume is coming back. At $1.60, enter a $0.15
SENEA---Buy at $23.00 or less.
This company just sold stock and punished the stock. Look for a rebound.
DUG—Buy at $15.00
I will send out an alert if the market changes. Remember, you can check all of our positions and today’s letter on the website, just enter
your password from the HOME page
The information presented in this recommendation is
based on generally available news releases, corporate filings, current events, interviews and the editor’s
opinions. It may contain errors and you should not make investment decisions based solely on what you believe
you have read here. Do your own research, it is your money. If you lose it, it is your responsibility, not ours
or your grandmothers! The editor may or may not have a position in any securities discussed. The editor may have
held a position in a security earlier, or in the future.
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