|
||
|
|
||
|
Stealth Investor FAQ Q: When will my Stealth Investor issues be delivered? A: Stealth Investor will be delivered via email to inboxes each Friday after the market closes to insure that all readers will have equal opportunity over the weekend to do their due-diligence, and place orders at the next market opening. Q: How do I place a limit order? A Tell your broker to buy up to that limit, but not above it. If the limit order is kept in place even when the price is higher, the order still may get filled if the price dips. Q: What is the Stealth Investing Strategy? A: In spite of the rapid growth of the companies we’ve identified to date, keep in mind that “Stealth” investing is not a short-term trading strategy. The companies we identify are to be bought and held until a company’s fundamentals change, or until the share price rises to reflect their real value. It may take days, months, or years. Q: Will we ever raise the limit on one of our recommendations? A: Many of the companies brought to your attention in The Stealth Investor will be recommended because of the probability that certain events are highly likely to transpire. For example, a mining company may be exploring certain very prospective properties, or a company may have a certain probability of success in getting some project permitted by government. The suggested limit-order price is often based on a company progressing toward such goals, and unless something changes— e.g., drill results confirm the exploration, or a company gets some permit—the buying limit will probably be maintained. The fact that the price may be rising is not a reason for raising the limit. However, if something does change, then the buying limit will probably be changed. Q: When to take profits? There is an old saying in the investment game that a wise investor sells to the point he or she can sleep at night. In this regard, to help you sleep with your portfolio, Stealth will often recommend selling half of a position when that position has doubled, particularly if there has been no fundamental change in the company’s situation. Thus, the original capital is back and ready for a new opportunity, and half the shares are yours for free. Occasionally, even if shares have doubled, we’ll recommend continuing to hold them all, or even buy more. Improving fundamentals may signal a time to raise the limit-order buy price, and add shares. The “portfolio” page on our website, carries our suggested buy and sell prices for each company, and enables subscribers to monitor changes in our recommendations. Q: How Many Companies will be Added? A: The expectation is that The Stealth Investor will "discover" between 25 and 40 outstanding but dramatically undervalued companies during any 12-month period, and that the average holding period will be in the neighborhood of two years. Q: What is the Target Return? A:Our profit target is in excess of 50% per year on the overall portfolio. During our test phase we achieved nearly 100%, and in fact, on an annualized return, it was almost double that. However, as we all know, past performance is no guarantee of future performance. Q: What's the Risk of Newsletter Syndrome? A:The companies that fit our criteria tend to be small (generally under $100 million market cap, and often under $20 million), but they must be large enough to absorb modest buying by the limited number of subscribers we're allowing into the service. We're carefully and gradually increasing our subscriber base toward our maximum of 500, and are watching the effect our publication has on the shares of the companies we pick. We don't want our own buying pressure to drive the price significantly higher. We'll sneak in, like the Stealth investors we are, and wait for the market to discover the companies, then take our profits. Thus, we'll try to match the market cap of our discoveries with the buying demand from our relatively small group, and thereby avoid having our subscribers drive the price up, only to find no buyers when they try to sell. Q: Capital Allocation? A:Unless you have particular personal reasons for investing a greater or smaller sum in one Stealth discovery or another, the wisest strategy is to put equal amounts in each company, and therefore achieve the average of the portfolio. There is no doubt that a few of the companies will soar. There will be the occasional 10- or 20-for-1 success, and others will languish or even fall. We can't know for sure in advance which ones will be the star performers, especially in those companies involved in natural resource exploration. Therefore, wager on the Stealth concept, not the individual company. However, we can be confident that our research and criteria are founded on tested principles, and the probabilities will favor an average return substantially above what is normally available in the broad stock market. As an investor, your strategy should be built around patience and discipline, as well. Q:How much should be invested in each company? A: rule of thumb could be to invest approximately 1/25th of the total capital you'll allocate to your Stealth Investor portfolio in each company. Thus, if you allocate $50,000, you would invest $2,000 in each pick, or if $100,000, $4,000 in each company. As one or another of the companies in the portfolio achieves its target, that money would be available and rolled into the next opportunity. Available Brokers: You might try Charles Schwab, they have a reasonable facility with over-the-counter stocks. They can be reached at (866)-232-9890. Also, you might try an online broker if your broker is unfamiliar with Stealth recommendations http://www.interactiveborkers.com. White Listing Instructions: Make Sure You Get the e-Mails You Want AOL CleanMyMailbox Earthlink gmail Hotmail Mailblocks MailShield MailWasher MSN Oddpost Outlook 2003 Spam Inspector Spam Interceptor Spam Sleuth SpamAssassin SpamButcher SpamCop Spameater Spamkiller SpamNet SpamPal Verizon Yahoo! Others Unsolicited, unwanted advertising e-mail, commonly known as 'spam', has become a big problem. It's reached such proportions that most e-mail services and Internet Service Providers (ISPs) have put some sort of blocking or filtering system in place or begun relying on self-proclaimed blacklists to tell the good guys from the bad. We applaud their intention to protect you from spam, but everyone agrees that the current systems for stopping spam are far from a perfect solution. They too often block e-mail that you've requested, but that fits somebody's idea of what spam looks like. The more responsible anti-spam companies and activists are working hard to cut down on these 'false positives', but in the mean time, you might unexpectedly find you're not getting the e-mails you subscribed to... As it happens, there's something you can do to keep the e-mails you value from falling into the false positive trap. You can fight the blacklists with a 'white-list'. White-list every new subscription right at the start, before your delivery is interrupted. One thing you can do no matter what e-mail system you're using is add the address in the "From" line of a valued e-mail to your address book. Of course, every e-mail system is different. Below are instructions for some of the more popular ones. If yours isn't here, please contact your ISP's customer service folks for their instructions. If you're using some sort of spam filtering or blocking software yourself (in addition to what your ISP provides), we've also listed instructions on how to exempt your valued e-mails from some of the more popular of those programs. AOL For AOL version 9.0: you can ensure that valued e-mail is delivered to your Inbox by adding the sending address to your "People I Know" list. Open the latest issue of the e-mail you want to whitelist. Click the Add Address button (over on the right) to add that sender to your "People I Know" list. Alternatively, you can just send an e-mail to the "From" address, and that will add the address to your "People I Know" list automatically. Open the latest issue of the e-mail you want to whitelist. Copy the address in the "From" line info@stealthinvestor.com. Click the Reply button (it's in the top right corner). A new email window opens with an address pre-filled in the "Send To" box. Replace the address in the Send To box with the one you copied out of the From line. Click Send Now (it's in the top right corner). Even if the e-mail you send doesn't get through (for whatever reason), the act of sending it does the job of putting the address into your "People I Know" list--and that's what counts. If you're using an earlier version of AOL, you'll need to set your Mail Controls instead. Here's how: Go to Keyword Mail Controls. Select the screen name the valued e-mail is coming to. Click Customize Mail Controls For This Screen Name. For AOL version 8.0: Select Allow email from all AOL members, email addresses and domains. Click Next until the Save button shows up at the bottom. Click Save. For AOL version 7.0: In the section for "exclusion and inclusion parameters", include the domain of the "From" address (the part after the "@" (the at sign). Yahoo To ensure that valued e-mail is delivered to your Yahoo Inbox (not the Bulk Mail folder), you can instruct Yahoo to filter it to your Inbox. Here's how: Open your Yahoo mailbox. Click Mail Options. Click Filters. Next, click Add Filter. In the top row, labeled From header:, make sure contains is selected in the pull-down menu. Click in the text box next to that pull-down menu, then enter the address in the "From" line (info@stealthinvestor.com)of your most recent e-mail from the sender you want to whitelist. At the bottom, where it says Move the message to:, select Inbox from the pull-down menu. Click the Add Filter button again. Hotmail If you're using Hotmail, you can ensure that valued e-mail is delivered to your Inbox by adding the "From" address to your Safe List. Here's how: Log on and click the Mail tab to get into your mailbox. Click Options (it's over at the top right, next to Help). Click Junk e-Mail Protection. Select Safe List. In the space provided, enter the address in the "From" line (info@stealthinvestor.com)of the most recent e-mail from the sender you want to whitelist. Click Add. When you see the address you entered in the Safe List box, click OK. Alternatively, you can add the "From" address to your Contacts list: Open the most recent e-mail from the sender you want to whitelist. Click the Save Address button. (It's over to the right in the line of options just above the e-mail.) Click OK. Outlook 2003 If you're using Outlook 2003 for your e-mail, you can make sure valued e-mail is delivered to your Inbox by letting Outlook know you consider it safe. There are a few ways you can do this: Open any e-mail from the sender you want to whitelist, then add the sender or the sender's domain to your Safe List. Find the address in the "From" line of the most recent e-mail from the sender you want to whitelist and add it to Personal Contacts in your Outlook Address Book. Open any e-mail from the sender you want to whitelist, then select Mark as Not Junk. Thank you for white-listing us. Earthlink If you're using Earthlink, you can make sure valued e-mail is delivered to your Inbox by adding the sending address to your Address Book. Here's how: Open the most recent e-mail from the sender you want to whitelist. Copy the address in the "From" line (info@stealthinvestor.com). Click on Address Book (it's over on the left, below your Folders). When your Address Book opens, click the Add button. On the Add Contact screen, find the Internet Information box. Enter the address you copied from the "From" line into the top Email box. Click Save. MSN If you're using MSN version 9 for your e-mail, you can make sure valued e-mail is delivered to your Inbox by adding the sending address to your Safe List. Here's how: Open the most recent e-mail from the sender you want to whitelist. Copy the address in the "From" line. Click on Settings: E-mail | Junk e-mail (it's at the bottom left of the screen, just above Calendar). On the E-mail settings screen, click Junk E-Mail Guard. Select Safe List. In the space provided under "Add people to the safe list", enter the address you copied from the "From" line (info@stealthinvestor.com). Click Add. For older versions of MSN, you add our sending address to your Safe List like this: Open the most recent e-mail from the sender you want to whitelist. Copy the address in the "From" line (info@stealthinvestor.com). Click on E-mail settings (it's at the bottom left of the screen, just above Calendar). On the E-mail settings screen, click Junk Mail. Select Safe List. Click Add an item to this list. When the Add To Safe List box appears, enter the address you copied from the "From" line into the space provided. Click Add. Verizon If you're using Verizon for e-mail, you can ensure that valued e-mail is delivered to your Inbox by adding the "From" address to your Safe List. Here's how: Go to your Verizon Inbox. Click Options. Select the Block Senders tab (near the top of the screen). On the Block Senders screen, you'll see both a "Block Sender List" and a "Safe List". In the space where it says, "Enter e-mail address or sub domain to always accept even if the domain is blocked", enter the address in the "From" line of the most recent e-mail from the sender you want to whitelist. gmail If you're using Google's gmail for e-mail, you can ensure that valued e-mail is delivered to your Inbox by either adding the sending address to your Contacts list or by marking any incorrectly filed e-mail as "Not Spam". Here's how: Open the latest issue of the e-mail you want to whitelist. Click the More Options link. It's on the title line of the e-mail, over on the right, next to the date. (If you see "Hide Options" instead, then you already have the extra options visible and can just skip this step.) When the extra options are visible (just below the subject line), click the Add sender to contacts list link. Alternatively, you can just send an e-mail to the "From" address (info@stealthinvestor.com), and that will add the address to your Contacts list automatically. Open the latest issue of the e-mail you want to whitelist. Click the Reply link (it's at the bottom of the e-mail, on the left). A new email window opens with an address pre-filled in the "Send To" box. Click Send Now (it's in the top right corner). Even if the e-mail you send doesn't get through (for whatever reason), the act of sending it does the job of putting the address into your Contacts list--and that's what counts. If one of your valued e-mails has been filtered into the Spam folder, you can prevent that ever happening again for that particular "From" address: Click on the Spam link to open your Spam folder. Click on the wrongly filtered e-mail to open it. Click the Not Spam button at the top of the e-mail (right next to "Delete Forever"). SpamCop If you're using SpamCop to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address to your Whitelist. Here's how: Open your browser and go to this page: http://webmail.spamcop.net/ Log into your SpamCop account. Click on the Options icon in the toolbar. Under Mail Management (in the middle), click SpamCop Tools. Select Manage your personal whitelist. Near the bottom, where it reads "Click here to add to your whitelist", click on Click here. Enter the address in the "From" line of the most recent e-mail from the sender you want to whitelist in the first empty slot. Click Submit. SpamAssassin If you're using Spam Assassin to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address to the Whitelist in your User Preferences. Here's how: Search your hard drive for the spamassassin folder, then open it. In that folder should be a file named user_prefs. Open it with a text editor (Notepad, for example). If there is no such file, you can create it. The detailed instructions are at http://spamassassin.taint.org/doc/Mail_SpamAssassin_Conf.html. Make a new (blank) line in the file. On that line, enter whitelist_from, followed by the address in the "From" line of the most recent e-mail from the sender you want to whitelist . Save the file and close it. Thank you for white-listing us. Spamkiller If you're using McAfee's Spamkiller to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address to your list of Friends. Here's how: On the Spamkiller sidebar, click Friends. Click Add. Enter the address in the "From" line (info@stealthinvestor.com)of the most recent e-mail from the sender you want to whitelist. Click the OK button. Mailblocks If you're using Mailblocks to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address (info@stealthinvestor.com)to your "Accept Mail From" list of addresses. Here's how: In Mailblocks, click the Addresses tab. Select New. Enter the address in the "From" line (info@stealthinvestor.com)of the most recent e-mail from the sender you want to whitelist . In the Receiving Options, select Accept Mail From This Address. In the Other Options, make sure Display in People Picker is not selected. Click Submit. Click OK. MailShield If you're using MailShield to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address (info@stealthinvestor.com)to your list of Friends. Here's how: On the MailShield toolbar, click Friends. Click Add. Enter the address in the "From" line (info@stealthinvestor.com)of the most recent e-mail from the sender you want to whitelist. Click the OK button. MailWasher If you're using MailWasher to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address to your list of Friends. Here's how: In MailWasher, select Tools. Select Blacklist & Friends. On the right-hand side is the "Friends" list. Click the Friends Add button. Select Plain email address. Enter the address in the "From" line (info@stealthinvestor.com)of the most recent e-mail from the sender you want to whitelist , then click OK. Click OK again. CleanMyMailbox If you're using CleanMyMailbox to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding our "From" address to your Whitelist. Here's how: Click the Whitelist button. Add to the list the address in the "From" line (info@stealthinvestor.com) of the most recent e-mail from the sender you want to whitelist. Click the Submit List button. Oddpost If you're using Oddpost to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by marking it as "Not Spam"--but only if it has been incorrectly identified as spam in the first place. Here's what to do: Find any e-mail from the sender you want to whitelist that's in your Probably Spam folder. Click on that e-mail to select it. Click the Move to Inbox and Mark as Not Spam button. Spam Inspector If you're using Spam Inspector to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address (info@stealthinvestor.com)to your list of Friends. Here's how: Open Outlook. On the Spam Inspector menu or toolbar, find and select Manage Friends List . In the Add a New Friend area, select E-mail . Enter the address in the "From" line of the most recent e-mail from the sender you want to whitelist. Click the >> (add) button. Click Close . Spam Interceptor If you're using Spam Interceptor to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address to your list of Trusted senders. Here's how: Open Spam Interceptor and select Authentication Lists . Click Trusted . Enter the address in the "From" line (info@stealthinvestor.com)of the most recent e-mail from the sender you want to whitelist. Click Add . Spam Sleuth If you're using Spam Sleuth to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address to your list of Friends. Here's how: Open Spam Sleuth. From the File menu, select Configure . In the Friends category, make sure Active is selected. In the space provided for the list, make a new (blank) line and on it enter the address in the "From" line (info@stealthinvestor.com) of the most recent e-mail from the sender you want to whitelist. Click OK . SpamButcher If you're using Spam Butcher to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address to your Know Senders list. Here's how: Open Spam Butcher and click the Configure button. Select the Known Senders tab. Under Known Good Senders and Recipients, click Add . Enter the address in the "From" line (info@stealthinvestor.com) of the most recent e-mail from the sender you want to whitelist, and click OK . Click OK Spameater If you're using Spameater to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address to your list of Approved Senders. Here's how: On the Spameater sidebar, click Filters . Select the Approved Senders tab. Click Add Filter . In the Address space, enter the address in the "From" line (info@stealthinvestor.com) of the most recent e-mail from the sender you want to whitelist. For Address Type, select Full Email Address . Click OK . SpamNet If you're using Cloudmark's SpamNet to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address to your Whitelist. Here's how: Open your Outlook Inbox. On the Cloudmark SpamNet toolbar, click Options . Click Advanced. Select the Whitelist tab. Click the Add button. Enter the address in the "From" line (info@stealthinvestor.com)of the most recent e-mail from the sender you want to whitelist, and click the OK button. Click OK again, then Yes, then OK one last time. SpamPal If you're using SpamPal to filter your incoming e-mail, you can exempt valued e-mail from the filtering process by adding the "From" address to your Whitelist. Here's how: When SpamPal is running, find the SpamPal icon in your Windows system tray and right-click on it. Select Add to Whitelist . Enter the address in the "From" line (info@stealthinvestor.com)of the most recent e-mail from the sender you want to whitelist. Click Add . Others Many popular e-mail programs, including older versions of Outlook, Outlook Express, Eudora, and Netscape Mail, don't provide a convenient way for you to white-list the folks you want to receive e-mail from. If you're using this sort of e-mail system and you either aren't getting e-mail you value or want to make sure you continue to receive it in the future, you can do something about it. Contact the customer service people or the postmaster at the company that provides your e-mail or Internet connection (your ISP). Explain to them what subscriptions are e-mail that you asked for (or paid for) and value. Ask them if they can white-list the sender. (Unfortunately, some e-mail systems don't allow white-listing.) If they do white-list, they'll probably ask you for some information about the publisher. Here's what to tell them: Sending Address: If your ISP asks for the "sender" or "from" address, give them the address in the "From" line (info@stealthinvestor.com) of the most recent e-mail from the sender you want to whitelist. Domain: If your ISP needs to know the domain the publisher is mailing from, try forwarding them an e-mail from the publisher. The domain is in the "header" of every e-mail. IP Address: If your ISP asks for the sending IP address of the publisher, try forwarding them an e-mail from the publisher. The "originating IP" is in the "header" of every e-mail. Thank you for white-listing us. |
Subscriber LoginStealth Investor Newsletters2008-10-05 Emergency Economic Stabilization 2008-09-21 Points of Maximum Pessimism 2008-09-12 Freddie, Fannie, and the Great Credit Bubble 2008-09-07 Credit-Cycle Contraction, Fire-Sale Prices 2008-09-01 Who's Afraid of Market Manipulation? 2008-08-30 Intelligent Investing in Uncertain Times 2008-08-17 Emerging Opportunities in a Subprime World 2008-07-28 The Wisdom of Crowds 2008-07-21 Falling Prices = Rising Opportunity |
|
| The Stealth Investor © 2008 |