Gain an Edge.
Make Smarter Investment Decisions.

SAM+ is our membership program that helps you execute our trade ideas in order to maximize your upside and limit your downside.

What you Get with SAM +

Deeper Analysis

We break down the fundamentals and technicals in greater detail. We provide quantitative (financial statements) and qualitative analysis. We also provide charts with clear entries, profit targets, and stops.

Trade Alerts

When we take a position in the market, we notify our subscribers by email. We will track our trades with a model portfolio. Our portfolio will hold between 10-20 positions. We believe in a concentrated approach to portfolio management. 

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30-Day Money Back Guarantee

If you are not 100% satisfied for any reason, simply contact us within 30 days for a full refund. No questions asked. 

F.A.Q.

WHY SHOULD I SUBSCRIBE?

Wealthfront, Betterment, and Vanguard offer low-cost index products for your retirement account.

We believe a portion of your money should be set aside to take aggressive risks. That is the purpose of this service. To produce research and trading ideas that will outperform a low-cost index.

WHAT INVESTMENTS DO YOU WRITE ABOUT?

We look at four areas for ideas.

Non-consensus ideas-These are stocks or categories that other investors don't think are good investments. The skill is determining which investments have a better a future and which are fundamentally broken. 

For example:

Sears recently filed for bankruptcy. Betting on a turnaround was a bad investment, in hindsight. 

Best Buy, who many thought would die at the hands of Amazon, is near all-time highs (October 2018). 

Why is one thriving and one dying? That's what we try to figure out. 

ETFs-We cover indexes, U.S., and foreign, sector, and sub-sector ETFs. The only ETFs we stay away from are leveraged ETFs. 

IPOs-We cover IPOs we think have the potential to be $10 billion dollar + companies in 10-20 years.

Charts-We use charts to find attractive risk/reward opportunities. Read this article for more information.


To get a better understanding on how we evaluate an investment's potential, read this article on investing frameworks.

HOW ARE YOU QUALIFIED?

I have never worked for a fund or investment bank. I am self-taught. I was mentored by a trader in Chicago.

I started trading during the 2008/09 financial crisis. I believe my results and analysis will speak for themselves over time.

There are no secrets to this business. To be successful, one must exercise good judgment, common sense, discipline, and patience.

I'm not perfect. I will make mistakes, have drawdowns, and sometimes just be wrong.

But I will be transparent and honest about my results.

An investment professional's goal should be to earn and build trust with their clients, and that is my hope, to build trust with you.

HOW MANY IDEAS CAN I EXPECT?

5-20 per year.

Good ideas don't surface on a regular schedule. We must be willing to sit on our hands most of the time.

WHAT'S A TYPICAL HOLDING PERIOD?

A year or greater.

That is not a hard rule as we have to adapt to changing market conditions but our goal is to hold as long as it makes sense.

HOW WILL I RECEIVE THE TRADE ALERTS?

Via email. Detailed write-ups will be posted on the website.

WHAT KIND OF SUPPORT DO YOU OFFER?

Members can reach me by email. 

WILL MY SUBSCRIPTION AUTOMATICALLY RENEW?

Yes, however, you can log into your account and turn off that option. 

If auto-renew is turned off, you will receive a notice 48 hours before your subscription is set to expire.

If you want to renew for another year, you will have to do it manually. 

DO YOU OFFER REFUNDS?

Yes, you may request a refund within 30 days of your purchase.

SAM + | Quarterly

$60 per Quarter
  • Exclusive Member Updates
  • Trade Alerts for Stocks and ETFs
  • The Weekly Update (free newsletter)

SAM + | Yearly

$200 per Year
  • Save 20% with a yearly subscription!
  • Exclusive Member Updates
  • Trade Alerts for Stocks and ETFs
  • The Weekly Update (free newsletter)