FAQ

Here’s what you can expect to receive as an exclusive member:

• Trade Alerts — The moment my strategy signals a crucial time to buy or sell, I will send you a trade alert to take advantage of this opportunity. In the alert, I will detail the precise action for you to take and why it should be taken.
• Updates — Every Wednesday, I’ll send you a written or video update where I update you on the stocks in our portfolio, the happenings of the stock market and respond to your questions. You’ll gain insights on what current events mean to you and your money, and you’ll get a glimpse of what’s coming down the pike in the weeks and months ahead.
• Special Reports — Whenever I have an exciting opportunity or a series of buys that need a more detailed explanation — I’ll send you a special report. This report will include my full analysis for exactly why I believe this stock has potential to surge. 

For help or information, you can send us an email by clicking here, or you can call us toll-free at 866-584-4096. We have a team of well-trained, highly knowledgeable customer service representatives ready to answer your questions about the service and your subscription. Our regular business hours are 9 a.m. to 8 p.m. EST, Monday through Friday.

Click here to sign up for our complimentary True Momentum text-alert service. When you sign up, you’ll start receiving a text message on your cellphone each time I send out a trade alert. There is no cost to register.

Simply enter your name, zip code, email and phone number. Then respond to the text message you receive so we can confirm your registration.

You will only need a basic brokerage account to make our trades.

I got my start in finance right after college. I worked at Salomon Brothers on the infamous mortgage bond trading desk.

I then went on to work with credit derivatives at Citigroup before spending a decade as the head trader at Peahi Capital. At that New York-based hedge fund, my team made a 339% total return in 2008 alone.

During that time, I spent over two decades developing a process for successful trading systems. It’s why I got into the market myself instead of simply reading about it.

In this service, I’ll be recommending disruptive companies that have a market cap in the $3 billion to $10 billion range. 

There are a few boxes that need to be checked before a stock even makes it onto my radar as a potential recommendation. 

This includes:

• Disruptive tech. Stocks with disruptive tech have either the benefit of being in demand or the potential of doing so at some point in the duration of our holding period and identify companies poised to capitalize on these innovations. 
• Projected revenue growth. If projected revenue growth exceeds 20% annually, it’s a sign that business is poised to accelerate.
• Forward-facing guidance. If the stock is beating earnings estimates and management is revising them higher, business is growing faster than insiders expected.
• Insider buying. If a company knows it’s onto a good thing, its employees — and particularly its C-level executives — will grab as many shares as they can get their hands on before the market catches on.
• Technical momentum. Momentum is all about timing. To confirm a stock’s True Momentum, I use a series of technical indicators to get our timing right — specifically, traditional technical analysis.

This checklist helps me identify underestimated companies poised to capitalize on these innovations. The very ones that Wall Street has underappreciated. 

These are the companies that are setting up to capitalize on innovative tech trends and have the power to reap gains anywhere from 100% to 1,000%!

The best time to buy, in general, is during the stock market’s regular hours: between 9:30 a.m. and 4 p.m. However, the best period for small investors is often between 11 a.m. and 3 p.m.

That’s because big-money investors tend to put their orders in at the open at 9:30 a.m., and then around the close at 4 p.m. When they crowd into these times, they tend to drive stock prices higher. By waiting until 11 a.m., you’re not competing with them to buy your stock — and often you’ll get lower prices.

The worst time to buy is during afterhours trading. This is between 4 p.m. and 8 p.m., when there are few transactions. 

Since there are just one or two sellers during this period, they’re going to give you a horrible price, so stay clear of this time.

My rule of thumb is to diversify, diversify, diversify.

Many successful traders never put more than 3% in any given trade. This way, there are better odds of staying in the game. I suggest putting the odds in your favor.

The biggest mistake you can make when executing my trades is picking one of my recommendations and betting everything you have on that ONE company.

I urge you not to “bet the house” on a single stock. That’s an easy way to lose your money in one fell swoop. Instead, you should diversify and own a series of different holdings in your portfolio to limit your exposure to any one company.

One option is to use a basic 25% trailing stop-loss on most of our positions.

For example, if we buy a stock at $10, you can have an immediate 25% stop-loss price of $7.50. If the stock fell to that point, you have the option to sell.

But as the stock rises, our 25% trailing stop will only rise on half of the position. This might sound odd, but this gives us a lot of room to work with.

 Let’s say you bought two shares of that $10 stock. If the stock rises to $20, congrats; you have a 100% gain! Now, half of your position will continue to have a baseline stop-loss at $7.50. But the other half will have a stop-loss at $15.

If the stock falls to $15, we will sell half of our position for a 50% gain. You can see how this process allows us to take some of our profits off the table — while still remaining in the game for future gains.

Another way is average true range (ATR). As an analyst, I prefer the 14-day ATR to track our portfolio positions.

This technical indicator better accounts for the stock’s volatility as it is an average move of the past 14-day period. My analyst and I will track the portfolio using ATR.

Don’t worry about the math or tracking your prices. When one of our stops is hit — and it’s time to preserve profits — I will send you an immediate alert.

The “Action to take” for older positions will be set to “Hold” in the portfolio, while newer positions will be set to “Buy.”