Intelligent Stock Picks for Independent Investors

Learn How Our Unique ‘Select 8’ Trading Strategies – Focused on High-Liquidity S&P 500 Stocks – Have Consistently Proven to Outperform the Stock Market Since Dec 2007…


  • Three Distinctive Trading Strategies – Built on Solid Value + Growth Fundamentals
  • Focused 100% on High-Liquidity S&P-500 Stocks
  • Fully Backed by 10 Year+ Documented Performance Data
Strategy One

Margin Growth Screen Ranked By Top 8 Stocks with the Strongest FCF Yields…

  • Total Rtn (Dec 2007 to Mar 2018): +1,091.61%
  • S&P 500 Index (Same Period): +130.60%
  • Avg Rtn/Yr (Same Period): +27.24%/Yr
  • S&P 500 Index (Same Period): +8.46%/Yr
Strategy Two

FCF Focus Screen Ranked By Top 8 Stocks with Strongest Margin Growth…

  • Total Rtn (Dec 2007 to Mar 2018): +1,068.18%
  • S&P 500 Index (Same Period): +130.60%
  • Avg Rtn/Yr (Same Period): +26.99%/Yr
  • S&P 500 Index (Same Period): +8.46%/Yr
Strategy Three

Deep Value Screen Ranked By Top 8 Stocks with Highest Relative Volume Flow…

  • Total Rtn (Dec 2007 to Mar 2018): +843.85%
  • S&P 500 Index (Same Period): +130.60%
  • Avg Rtn/Yr (Same Period): +24.39%/Yr
  • S&P 500 Index (Same Period): +8.46%/Yr
Profitable Trade Ideas Built on Value + Growth Fundamentals…

Accomplished investors know the key data points that can have a strong impact on a company valuation (or stock price) – what to look for when dissecting the quarterly profit/loss, cash flow, and balance sheet statements. For instance, fundamental metrics such as gross profit margin growth, pure operating margin growth, cash flow yield, debt to capital ratio, operating return on capital, etc., are some of the varying components that provide valuable insight into the bottom-line performance, and management competence, within a business…

The challenge is in knowing how to bring together these initially fragmentary core metrics into cohesive, fully integrated formulae, which combine logic and reason into identifying successful businesses, which provide potential deep-value and growth trading ideas/opportunities…

Let Us Do The Math…

Identifying newly unfolding trade ideas, and putting capital to work, is what we do every day…

Focusing on S&P 500 stocks, each of the three strategies we trade combines a meticulous stock selection process based on core company fundamentals built around proven business valuation concepts, including gross margin growth, ‘pure’ operating margin growth, free cash flow margin growth, free cash flow to Enterprise Value yield, EBITDA to Enterprise Value yield, debt to capital ratio, and institutional (or ‘smart-money’) relative volume flow.

For each of the three strategies, this initial screening process, applied to all five hundred S&P stocks, objectively narrows down our universe to ‘qualifying’ companies we further rank into a sort order which places the topmost, or select 8, stock trading ideas at the top, for each strategy.

The Four Week Portfolio Refresh…

The process is applied every four weeks, which we have found to be a good balance in capturing regularly unfolding trading ideas, without over-trading. For each of the three strategies, qualifying companies are ‘ranked’ (ie., the ‘top 8’ stocks) by precise metrics. These are: ‘Free Cash Flow to Enterprise Value yield’, ‘Free Cash Flow % Margin Growth’, and ‘Strong Volume-Flow’ (increases in institutional, or ‘smart money’ flow), respectively.

When these factors are combined into a logical, fully reasoned trading ‘plan of action’ which invests in the top-most ranked stocks every four weeks, focusing only on high-liquidity S&P stocks, which are further fully hedged during a down-trending or overbought stock market, each of the three strategies have independently delivered proven, documented market beating returns, on a consistent basis.

A Trading Plan You Can Emulate…

Every four weeks, members receive all the information necessary to emulate each strategy, should they wish to do so. Subscribers can look at a specific stock trading idea within any of the three strategies if they wish, or copy an entire strategy-portfolio of their choice. Or simply observe, witness and build confidence in the method (outlined above, and further detailed in the How We Trade page).

The report is published every four weeks, on a Sunday, ready for entering new or exiting old positions in the next market session. This includes the top 8 select stocks for each of the three strategies.

Based on the performance data, trades are always held for the full four weeks without interruption. This means once trades are entered, positions are not touched until the next rebalance four weeks later. This is a reasonable holding period which we have found to provide a good balance between capturing quality value/growth trade ideas, without over-thinking and/or impulsive/excessive over-trading.

Sidenote: The Importance of Liquidity…

As we are focusing specifically on the S&P 500 universe, we are effectively trading only the most liquid stocks. This enables us to share our stock picks for all three trading strategies, without any conflict of interest…

Liquidity plays a critical role in allowing us (and our members) to enter and exit trades with ease, and without competing with each other. Put another way, the stock price in any high-volume S&P 500 company is not likely shoot up on a Monday morning because every member is trying to purchase shares simultaneously, as can be the case with low-liquidity/low-volume stocks (such as small/micro cap and penny stocks)…

As a quick example, popular S&P stocks like Boeing Co (BA) and Micron Technology Inc (MU), traded an average dollar volume of $1.89 Billion and $2.12 Billion worth of shares respectively, each day, in the past 10 days (at the time of writing). This level of volume allows for healthy market efficiency and ease of entering/exiting trades, with tight bid/ask spreads (difference between buy/sell prices), as well as absorbing multiple orders at the same time.

Smarter Trades

Discover Trade Ideas Based on Robust Fundamentals and Strong Cash Flow Dynamics

Proven Performance

Fully Documented, Checkable 10 Year Trade-by-Trade Performance Data Since 2007


Focus On Liquid Stocks

Confident Entry/Exit + Hedging Demands 'Liquidity' - why we Focus 100% on S&P-500 Stocks

Highest Standards

All Research and Performance Data Backed by Stringent, Institutional-Core Quality Data