GUIDE TO Stansberry Research
2017
Published by Stansberry Research Copyright 2017 by Stansberry Research. All rights reserved. No part of this book may be reproduced, scanned, or distributed in any printed or electronic form without permission.
WHAT’S INSIDE
What Is Stansberry Research? .............................................................................. 2 Porter Stansberry ..................................................................................................... 4 Stansberry Portfolio Solutions Stansberry’s Investment Advisory Stansberry Alpha Stansberry’s Credit Opportunities Stansberry Gold Investor Stansberry’s BIG Trade Commodity Supercycles Dave Lashmet ........................................................................................................... 12 Stansberry Venture Technology Bryan Beach . ........................................................................................................... 14 Stansberry Venture Value Scott Garliss ............................................................................................................ 16 Greg Diamond .......................................................................................................... 17 John Gillan ................................................................................................................ 18 Stansberry NewsWire Stansberry NewsWire Premium Dr. Steve Sjuggerud ................................................................................................ 21 True Wealth True Wealth Systems True Wealth China Opportunities Dr. David Eifrig, Jr. ................................................................................................ 25 Retirement Millionaire Income Intelligence Retirement Trader Ben Morris ................................................................................................................ 29 DailyWealth Trader Dan Ferris .................................................................................................................. 31 Extreme Value E-letters .................................................................................................................... 33 Stansberry Digest Retirement Millionaire Daily DailyWealth Premium Books . ....................................................................................................................... 36 How to Contact Stansberry Research ............................................................... 38
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What Is STANSBERRY RESEARCH ? By Porter Stansberry, Founder
Stansberry Research is a subscription-based publisher of financial information and software, serving millions of investors around the world. Our business is guided by two simple principles: 1. We strive to give our customers the information we’d want if our roles were reversed. 2. We only publish analysts whose advice and strategies we’d want our own families to read and to follow . We believe in offering a range of opinions. Experienced analysts, with their own unique investment strategies and philosophies, lead our franchise brands. As a result, we do not promote a single, unified view of the markets, but instead we publish a mosaic of opinions, recommendations, and strategies. This multi-franchise approach gives our work far greater breadth, creating more diverse opportunities for our subscribers. Our franchises are linked, however, by a continuous commitment to risk management and a contrarian approach to identifying investment opportunities. Across all of our franchises, we focus on investments that are unloved, ignored, or unknown. It is in these situations where having an informed perspective gives our subscribers the best risk- to-reward opportunities. We believe in a long-term approach. Our business strategy is based on building long-term relationships with our customers. We generally
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do not earn a profit from marketing trial subscriptions. Instead, we seek long-term relationships with our clients by providing consistently reliable, actionable, and profitable advice, which results in renewal income for our business. As a result, many of our internal marketing efforts are focused on selling lifetime subscriptions, which give clients access to more (or even all) of our products at a much lower total cost. The same long-term thinking guides the relationships we have with our business partners and our employees. We believe in transparency and accountability. Sincere goodwill is best demonstrated by routine and reliable measures of performance. We believe that all investment advisors, whether fiduciaries or publishers, ought to provide an accounting of the outcomes of their advice. All of our investment recommendations are publicly evaluated each year. All of our investment newsletters include track records in each monthly issue. We believe in unmatched customer service and no-risk subscriptions. Our overall goal in business is to simply treat our customers as we would like to be treated. When you call our office, we will pick up the phone. And, at any time in the first 30 days, if we’re not able to meet your expectations for any reason, we are always willing to “part as friends.”
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FOUNDER PORTER STANSBERRY
Porter Stansberry founded Stansberry Research in 1999 working on a borrowed computer at his kitchen table. Since then, he has built the firm’s flagship newsletter, Stansberry’s Investment Advisory, into one of our industry’s most widely read publications. Prior to launching Stansberry Research, Porter was the first American editor of the Fleet Street Letter , the world’s oldest English-language financial newsletter. Today, Porter is well-known for doing some of the most important – and often controversial – work in the financial advisory business. Since he launched Stansberry’s Investment Advisory , his string of accurate forecasts has helped his readers both avoid catastrophe and make incredible gains. It’s what has made his newsletter indispensable to many readers around the world. For example, his dead-on prediction of the credit crisis got the attention of Barron’s , which said Porter’s work was “ remarkably prescient ... Nothing, as far as we can see, has happened to contradict his dire prophecy ... ” At Stansberry Research, Porter oversees nearly two dozen of the best editors and analysts in the business, who do an exhaustive amount of real-world, independent research. Together, his group has visited hundreds of publicly traded companies to bring Stansberry Research subscribers the safest, most profitable investment ideas in the world, no matter what’s happening in the markets. DETAILS n Editor of Stansberry’s Investment Advisory , a monthly advisory that shows you how to make money from the most promising emerging trends and the most influential economic forces affecting the market. n Co-editor of Stansberry Alpha , a monthly advisory that shows you how to use a simple options trading technique to make bigger gains than you would by simply holding stocks, but with less risk. n Editor of Stansberry’s Credit Opportunities , an advanced research service designed to find the best investment opportunities in the distressed corporate bond market. The goal is to find bonds that yield 10%-20% annually and have the potential to earn subscribers 50%-100% capital gains at maturity.
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Our core advice, which we’ve been offering for nearly 20 years, is that investors should build their portfolios around super-high-quality, capital- efficient companies. Stansberry Portfolio Solutions puts it all together for you into one simple, allocated portfolio intended to survive anything the market throws at you no matter the macro environment. This consolidated approach to our research is like having the perks of a financial advisor or money manager without having to give up any control over your money. There are three portfolio levels within Stansberry Portfolio Solutions: Capital Portfolio, Income Portfolio, and Total Portfolio. Each is built around our core ideas with simple, actionable advice that will take you no more than an hour each month to implement. Each portfolio gives specific allocations for the recommended companies, down to the exact number of shares to buy per $100,000 invested. Once a month, we’ll send you a briefing that includes a full review on each company in that portfolio, as well as any changes that we need to make. We’ll also include some extra tips on wealth building, investing, and great stories we’re reading around the office. When we add a new position, we’ll send you a one-page summary of the business, including all the key metrics you need to understand the investment. You’ll also have access to Stansberry Newswire – a real-time blog that provides updates on the companies you own. We’re focusing on what’s important: earnings, industry developments, and management changes. PUBLICATION STANSBERRY PORTFOLIO SOLUTIONS
HOWOFTEN IS THIS SERVICE PUBLISHED? Monthly
DO YOU PUT ON SHORT TRADES? Yes, occasionally. WHAT’S A TYPICAL HOLDING PERIOD? 1-3 years
HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? $100,000 WHAT WILL WE BE BUYING? Super-high-quality, capital-efficient companies
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Since 1999, Stansberry’s Investment Advisory founder Porter Stansberry has been doing some of the most important work in the financial research business. Porter launched his letter at the start of the dot-com technology boom. Through the Internet boom and bust... September 11, 2001... the real estate boom... the China boom... the credit crisis... and the “End of America,” Porter has helped his readers see substantial gains, year after year... thanks to his conservative investment formula and his often controversial views on the financial world. No matter what’s going on in the world, Stansberry’s Investment Advisory will show you how to take advantage. Here’s a small sample of many winning recommendations over the past 16 years... PUBLICATION STANSBERRY’S INVESTMENT ADVISORY
JDS Uniphase, 592%
Gold Miners ETF, 91% Anheuser-Busch, 74%
n n n n
n n n
Celgene, 233%
ID Biomedical, 215%
Fannie Mae (short sale), 64% n Freddie Mac (short sale), 60%
Broadcom, 199%
Porter and the Stansberry’s Investment Advisory research team will show you how to make outstanding gains... no matter what’s going on in Washington or on Wall Street.
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly
DO YOU PUT ON SHORT TRADES? Mostly long, but we do offer short recommendations
HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? Great for beginning investors WHAT WILL WE BE BUYING? Stocks
WHAT’S A TYPICAL HOLDING PERIOD? At least a year and often longer
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PUBLICATION STANSBERRY ALPHA
Written by Porter Stansberry and Senior Analyst Brett Aitken, Stansberry Alpha is designed to exploit a critical anomaly in the options market. Thanks to this anomaly, you could potentially generate double- and triple- digit gains on many of the safest, most conservative stocks in the market. That’s the goal with Alpha – to show subscribers how to take the same research and stock analysis Porter uses in Stansberry’s Investment Advisory ... and use options to turbocharge the gains. It’s one of Porter’s favorite strategies for investing his own capital. In finance, “alpha” measures how much better an investment performs compared with vehicles of a similar risk profile. That’s why we’ve named this service Stansberry Alpha . These types of trades carry less risk than a simple stock purchase. But the potential gains can be far bigger. For example… Take one of our best recommendations of the last few years, Chicago Bridge & Iron. If you bought this stock the ordinary way, you could have seen a return of 76%. That’s a great return, no doubt. But the folks who know about our Alpha strategy did even better... They had the chance to make far more than everybody else on Chicago Bridge & Iron – 232% gains, on the exact same stock. In Stansberry Alpha, Porter and Brett show how you can use one simple trading technique to make bigger gains than you would by simply holding stock, without taking on additional risk.
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly, with e-mail updates as needed
WHAT WILL WE BE BUYING? Options
DO YOU PUT ON SHORT TRADES? No
HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED?
WHAT’S A TYPICAL HOLDING PERIOD? From six months to two years
Minimum of $25,000 in a margin account
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Stansberry’s Credit Opportunities is Porter’s advanced research service designed to find the best investment opportunities in the distressed corporate- bond market. The goal is to find bonds that yield 10%-20% annually and have the potential to earn subscribers 50%-100% capital gains at maturity. Porter and his team look for two major things in Stansberry’s Credit Opportunities investments: safety and a high potential return. To find these, they use bonds. In short, buying bonds for pennies on the dollar is the absolute best way to make a fortune in the markets . As a bondholder, you are simply loaning money at a set rate for a predetermined period of time. As long as the bond issuer doesn’t default, you are entitled to receive the par value of the bond at maturity, plus interest payments. You don’t have to guess who has the best widget or which style of clothing people will like from year to year. You just loan money. You simply have to tear through a company’s books and determine if it can pay you off in the time period your bonds are “in play.” Bond investing requires a little extra work to place a trade. And you must be patient. But the rewards can be outstanding. You can make high double- and triple-digit returns without having to worry about what the overall stock market is doing. You know exactly when you’ll get paid and what the exact returns will be. Once you understand the strategy and have invested this way for a while, you may never buy a stock again. PUBLICATION STANSBERRY’S CREDIT OPPORTUNITIES
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly
DO YOU PUT ON SHORT TRADES? No WHAT’S A TYPICAL HOLDING PERIOD? Three to five years on average
HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? $50,000 minimum WHAT WILL WE BE BUYING? Discounted corporate bonds
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The Stansberry Gold & Silver Investor may be the most important research we’ve ever published... Porter Stansberry attended a private dinner with a powerful figure in U.S. politics and finance who convinced him we’re about to watch the world’s system of paper money completely unravel . The enormous amount of sovereign debts outstanding are forcing the world’s central banks to establish negative interest rates... and that will spark a global run on the banks. As this crisis unfolds, our government will have only one tool to re-establish financial order – gold. As a result of that meeting... Porter threw all of the resources of Stansberry Research into devising a strategy for subscribers to not only protect themselves, but actually prosper during the impending crisis. The result is Stansberry Gold & Silver Investor , a newsletter designed to help readers prepare for a bull mania in gold. This advisory offers a full portfolio of gold and precious-metal-stock investments. Porter and his team will show you exactly where you should invest to best position yourself to profit from the coming boom in gold prices. They will update you on the latest events in the precious metals and currency markets. And they will share insights from the industry’s top executives and investors. Following the recommendations in the Stansberry Gold & Silver Investor may be the most important decision you ever make with your personal finances. PUBLICATION STANSBERRY GOLD & SILVER INVESTOR
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly, with e-mail updates as needed
DO YOU PUT ON SHORT TRADES? No
WHAT’S A TYPICAL HOLDING PERIOD? Several months to years, depending on the bull market’s length
HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? 15%-20% of your investing portfolio WHAT WILL WE BE BUYING? Gold (and silver) stocks, bullion, and collectible coins
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PUBLICATION STANSBERRY’S BIG TRADE
Stansberry’s Big Trade isn’t like our other products. It isn’t about investing at all. This new service is all about speculating. That means that we attempt to profit from market extremes. Manias like the real estate bubble pop up when the government meddles in the markets. And another one is happening under the radar NOW... this time with car loans, student lending, and corporate debt. We can’t know exactly when this bubble will burst. But we believe the end of the current debt mania will cause a crash in the stock market. Lots of investors will be devastated by the fallout... But you don’t have to be one of them. We use an options-trading strategy that we’ve called the “Big Trade.” We buy long-term, out-of-the-money puts on stocks that we expect to fall significantly in the next few years. Our positions rise as these companies fall, and we sell our puts back into the market for a profit. Traders require approval from their brokers to trade options. Most brokerages have prerequisites to make trades like this. We know this service isn’t for everyone. We have built this service for subscribers who are comfortable with risk. You must be willing to make speculative bets. If you’re prepared, triple-digit gains are possible.
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly
DO YOU PUT ON SHORT TRADES? No WHAT’S A TYPICAL HOLDING PERIOD? 18-24 months
HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? $50,000 minimum WHAT WILL WE BE BUYING? Put options
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PUBLICATION COMMODITY SUPERCYCLES
Commodity Supercycles is a monthly investment advisory that focuses on the best natural resource investments today. Every month, we use our “boots on the ground” expertise and industry connections to recommend the most promising small oil and mineral explorers, drilling service providers, power companies, and the best gold and metals companies in the world. Many mining and energy industry veterans read Commodity Supercycles . As Gerald Wilson, director of an NYSE-listed exploration and production company told us, “Your letter, in many instances, has confirmed good ideas under consideration and at other times introduced new ideas, which have proven to be very profitable! I look forward to your report each month and find it extremely valuable.” As government money printing continues around the world, the energy and metals investment ideas we recommend in Commodity Supercycles , published on the first Wednesday each month, are some of the best places to make a lot of money in the next several years.
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly
DO YOU PUT ON SHORT TRADES? No WHAT’S A TYPICAL HOLDING PERIOD? One to two years
HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? $1,000 WHAT WILL WE BE BUYING? Stocks
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EDITOR DAVE LASHMET
Dave Lashmet is the editor of Stansberry Venture Technology , a monthly advisory that takes a “venture capitalist” approach to investing... seeking out small-cap speculative stocks with outstanding breakout growth potential. Dave was one of the first employees at Stansberry
Research back in the early days of our business. His unique insight into new technologies is responsible for some of the biggest gains in the history of our firm... including one of our top 10 “Hall of Fame” recommendations, ID Biomedical (331% gains). Dave has spent 10 years teaching and writing about medicine and technology at major research universities. He has also done follow-up research at some of the most important facilities in North America: Harvard Medical School, Johns Hopkins, MIT, and the Canadian Centers for Disease Control, just to name a few. He is also an inventor on three issued U.S. patents (in high-tech hardware and software), and a co-inventor of three more patent applications currently under review by the U.S. Patent and TrademarkOffice. Dave returned to Stansberry Research in 2014, after a stint at a consumer electronics company, where he managed a team of experts. His work there took him around the world, delivering presentations in Germany, Taiwan, China, Canada, New York, and LA. He has even delivered a briefing before a Congressional delegation. Dave is also an analyst for Stansberry’s Investment Advisory . DETAILS n Editor of Stansberry Venture Technology , a monthly advisory that takes a “venture-capitalist” approach to investing in the stock market. Dave scours the market looking for little-known small-cap companies that are producing the next potential wonder drug or technology. n An analyst for Stansberry’s Investment Advisory , a monthly advisory that shows you how to make money from the most promising emerging trends and the most influential economic forces affecting the market.
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Stansberry Venture Technology is a monthly research advisory that takes a venture-capital approach to investing. Editor Dave Lashmet looks for investments similar to the type available to the largest venture-capital firms, which make billions of dollars in profits by funding companies like Facebook and Twitter in their infancy. In Stansberry Venture Technology , Dave hones in on small, public companies that are producing the next wonder drug or technology. If you can get in early, you can make a lot of money. Dave has spent the last 20 years working as an independent technology analyst, which makes him the perfect man to head up this effort. From 1999 to 2006, David covered some of the most important technological innovations in history. Notably, his ID Biomedical recommendation returned 322% for subscribers... It’s still one of the 10 best-returning positions ever recommended in our company’s history. He also did extensive early-stage research into groundbreaking tech (and medical tech) firms, including Intuitive Surgical, Autonomy (bought by HP), and Illumina. If you look up these stocks, you’ll see that they eventually went up hundreds of percent, and in some cases thousands, after he wrote about them. In Stansberry Venture Technology , Dave is searching for the smallest and most promising firms out there... The goal is for subscribers to make fiveor 10 times their money on these speculations. PUBLICATION STANSBERRY VENTURE TECHNOLOGY
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? Minimum of $50,000 WHAT WILL WE BE BUYING? Stocks
DO YOU PUT ON SHORT TRADES? No
WHAT’S A TYPICAL HOLDING PERIOD? 12 months to three years, and often longer
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EDITOR BRYAN BEACH
Bryan Beach is a former “Big Four” auditor and a Certified Public Accountant (CPA) who holds bachelor’s and master’s degrees in Business and Accounting. He spent six years in public accounting and then a number of years as a Controller and Director of publicly held software companies. He also ran his own accounting consulting practice. Bryan’s specialty is his unique ability to sift through SEC
filings... finding both opportunities and red flags. His unique experience in both creating and auditing financial reports allows him to see things most investors miss. Bryan is the lead editor of Stansberry Venture Value and co-editor of Stansberry Data . He is also the lead analyst for two of our most popular products: the bond-focused Stansberry’s Credit Opportunities , and our flagship product, Stansberry’s Investment Advisory . And he is a regular contributor to the Stansberry Digest .
DETAILS
n Editor of Stansberry Venture Value
n Co-editor of Stansberry Data
n Lead analyst for Stansberry’s Credit Opportunities and Stansberry’s Investment Advisory
n Contributor to the Stansberry Digest
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PUBLICATION STANSBERRY VENTURE VALUE
As you can tell by its name, Stansberry Venture Value takes both the venture-capital and value approach to investing. Venture capitalists are the home run hitters of investing. Their successes become front-page news... and phenomena like Apple. Make just one great venture-capital investment and you never have to worry about money. Value investors invest only in stocks that are trading at a discount to their intrinsic value... stocks that are cheap despite positive long-term fundamentals. Buying when the price is deflated provides a good opportunity for significant profits once the market realizes the true value of the company. By coupling these two proven strategies, editor Bryan Beach can find companies that have been overlooked by the market because they’re “too small” or “too boring”... but which could make you 10 times your money. In this monthly letter, Bryan is searching for micro-cap stocks with growing revenues, a strong balance sheet, a solid reputation, excellent management teams, and a capital-efficient business structure… that offer huge potential returns.
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? $10,000 minimum; $25,000-plus preferred WHAT WILL WE BE BUYING? U.S. stocks with less than $1 billion market cap
DO YOU PUT ON SHORT TRADES? No WHAT’S A TYPICAL HOLDING PERIOD? 1-2 years
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EDITOR SCOTT GARLISS
Scott Garliss is the editor of Stansberry NewsWire and Stansberry NewsWire Premium – real-time daily blogs in which he and his analysts scour the markets to offer you a better understanding of the forces driving market volatility… and recommending the best ways to trade that volatility. Before joining Stansberry Research in 2017, Scott spent 20
years trading for some of the top investment banks in the country, including First Union Securities, Wachovia Securities, Stifel Nicolaus, and FBR Capital Markets. It was his job to reach out to these firm’s most important clients, to make sure they were on top of the upcoming events – both economic and political – that were most likely to move the markets and influence the value of their holdings. In other words, Scott’s specialty was to analyze what traders from around the world were thinking and doing in the markets. With Stansberry NewsWire , he uses his expertise to reveal what's happening behind-the-scenes on Wall Street, so you can profit on Main Street.
DETAILS n Editor of Stansberry NewsWire and Stansberry NewsWire Premium
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ANALYST GREG DIAMOND CMT
Greg Diamond has 13 years of trading and portfolio management experience across every asset class. Greg has traded for a $3 billion hedge fund and a $35 billion pension fund. He managed multimillion-dollar portfolios across various asset classes... has spoken at business schools on trading and technical analysis... is a member of the Market Technicians Association... and holds the
Chartered Market Technician (CMT) designation. With NewsWire , Greg oversees technical analysis on Stansberry Research’s equity recommendations and monitors the global macro environment, including currencies, commodities, futures, interest rates, and more. In NewsWire Premium , he conducts in-depth research on NewsWire Premium ’s own recommendations to find the best ways for you to navigate – and outperform – the daily swings of the markets.
DETAILS n Analyst of Stansberry NewsWire and Stansberry NewsWire Premium
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ANALYST JOHN GILLIN
John Gillin began his career as a sales trader in New York City at boutique investment bank Wertheim Schroder. After seven years at Wertheim, John was recruited to come work for Baltimore firm Alex. Brown and Sons Inc., where he covered some of the largest hedge funds in the world, as well as major mutual funds like T. Rowe Price and Wellington.
In 2013, John started his own hedge fund, where he invested in equities, options, commodities, and futures. He raised $10 million for the fund, and his returns beat the S&P 500 every single year the fund was operational. In early 2017, John’s good friend Scott Garliss asked him to join Stansberry NewsWire , where he uses his expertise to make individual stock recommendations and provide analysis on what’s moving the markets.
DETAILS n Analyst of Stansberry NewsWire and Stansberry NewsWire Premium
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PUBLICATION STANSBERRY NEWSWIRE
Stansberry NewsWire is a real-time, professional blog run by three industry veterans – C. Scott Garliss, Greg Diamond, and John Gillin. Scott, Greg, and John ha a combined 50 years in the markets. They've worked for multibillion-dollar hedge funds, the top investment banks in the country, and even their own market-beating investing funds. Now in Stansberry Newswire , they want to use what they've learned to reveal what's happening behind the scenes on Wall Street so you can profit on Main Street. Every day the markets are open, the NewsWire team sends out constant updates, opinion, and analysis of the vital information you need to know to succeed at investing. You can think of NewsWire like your digital assistant, constantly reminding you of what is unfolding in and shaping the financial markets and your portfolio. Constantly monitoring the day-to-day news stories and stock moves gives the team – and therefore you – an edge in examining the broader market place for misunderstood stocks and sectors. It also helps identify broader trends and get ahead of the game in terms of thematic opportunities. If a specific stock or sector ticks up or down sharply during the day, we'll tell you about it immediately. If one of the companies we monitor releases earnings, you'll hear about it that day. We'll alert you to any newsworthy item like specific economic data, Federal Reserve commentary, or political statements in real-time. In NewsWire , we will do all the work for you and removing the emotion from the investing process, so you can focus on making the most informed decisions for your portfolio and investment objectives. You can track all of our NewsWire posts on our website or through our smartphone app. Download the iOS version here and the Android version here.
HOW OFTEN IS THIS SERVICE PUBLISHED? Daily
HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? $0. Stansberry NewsWire is an informational and educational service designed to offer safe, proven methods of intra-day trading – without making specific recommendations.
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NewsWire Premium is unlike anything else offered at Stansberry Research... and – we’re willing to bet – unlike any other investment-advice service you've used before. We send out notes about the markets and our recommendations in real-time all day, every day the markets are open. You can think of NewsWire Premium like a professional blog where we offer safe, proven methods of intra-day trading to help you build your wealth. Each day, we discuss the driving factors behind market moves, look to uncover new trading opportunities, and highlight news about any stocks of note that day. We also publish Morning Snapshots and Afternoon Recap emails to summarize the daily news, offer a better understanding of the forces driving market volatility, and recommend the best ways to trade that volatility. And we do it all with a short-term trading philosophy. We don't look for “home run” trades. This isn’t a “get rich quick” service. We hit singles and doubles to take advantage of short-termmarket fluctuations and increase your active return on investment. Despite what some may claim, short-term trading can be very profitable. Most people fail because they don't have a system in place, don’t understand the nature of price action in the markets, and don't manage risk properly. In NewsWire Premium , we use short-term trading ideas within a long-term investment philosophy… adding another weapon to your financial arsenal that most people are too afraid – or too complacent – to use. You can track all of our NewsWire posts on our website or through our smartphone app. Download the iOS version here and the Android version here. PUBLICATION STANSBERRY NEWSWIRE PREMIUM
HOW OFTEN IS THIS SERVICE PUBLISHED? Daily HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? 25,000
WHAT WILL WE BE BUYING? Short-term stock and option trades DO YOU PUT ON SHORT TRADES? Yes, occasionally. WHAT’S A TYPICAL HOLDING PERIOD? A trade could last weeks or it could last minutes.
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EDITOR DR. STEVE SJUGGERUD
Dr. Steve Sjuggerud is the editor of True Wealth , an investment advisory specializing in safe, alternative investments overlooked by Wall Street. It’s based on the simple idea that you don’t have to take big risks to make big returns. Since Steve joined Stansberry Research in 2001, he has found super-safe, profitable investment ideas for his subscribers that the average investor simply never hears
about... until the big gains have already been made. Over the years, for example, True Wealth readers had the opportunity to make outstanding gains in Icelandic bonds (32%)... timber (64% and 27%)... and housing (103% and 95%), to name a few. Steve also recommended buying gold back in 2002 – when it was trading for around $320 an ounce – a call that led subscribers who took advantage to gains of 273%, 206%, and 182% in collectible gold coins, and 118% on shares of Seabridge Gold. Steve is also the editor of True Wealth Systems , which uses powerful computer software – similar to the kind found at hedge funds and Wall Street banks – to pinpoint the sectors most likely to return 100% or more. One major newsletter industry insider called True Wealth Systems “ the most in-depth research service ever developed. ” And in 2016, Steve launched True Wealth China Opportunities . In this monthly service, Steve explores the huge opportunity he sees building in Chinese stocks. Many of the best, most innovative companies there – in technology, real estate, banking, and more – will see their share prices rise by triple-digit percentages (or more). Throughout his career, Steve has addressed hundreds of financial conferences in the U.S. and around the world, including at the New York Stock Exchange. He holds a doctorate in finance and has worked as a stockbroker, vice president of a $50 million global mutual fund, and a hedge-fund manager.
DETAILS
n Editor of True Wealth . n Editor of True Wealth Systems . n Editor of True Wealth China Opportunities . n Main contributor to Stansberry Research’s free e-letter, DailyWealth.
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PUBLICATION TRUE WEALTH
Dr. Steve Sjuggerud’s True Wealth is one of the world’s most trusted financial newsletters. The investment philosophy of True Wealth is simple: Buy assets of great value when no one else wants them... and sell when others will pay any price. Steve scours the globe looking for investment ideas that are cheap, ignored by the average investor, and beginning an uptrend. In the past, Steve has found unusual opportunities you simply won’t hear about anywhere else – including timber, gold coins, and government “tax certificates.” If you get in early, these investments have the potential to make excellent gains – with extremely low risk. Over the years, he has also called the timing of a lot of big market events… Like the top of the market in January 2000. He wrote to his readers: “We are at the peak of most likely the greatest financial mania that will ever be seen in our lifetimes and quite possibly the greatest ever witnessed.” And then at the bottom in March of 2009 he said, “I am extremely bullish on stocks, starting now.” This is why Steve has been asked to appear on some of the biggest financial news shows, month after month. For example, in just the past six months, he has appeared on Fox Business , CNBC , and Bloomberg Television. Each month in True Wealth , Steve will bring you safe, profitable alternative investment ideas that are perfect for retirees and those about to retire.
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly
DO YOU PUT ON SHORT TRADES? No WHAT’S A TYPICAL HOLDING PERIOD? At least one year
HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? Great for beginning investors WHAT WILL WE BE BUYING? Stocks and exchange-traded funds (ETFs) mostly
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PUBLICATION TRUE WEALTH SYSTEMS
True Wealth Systems is an advanced trading advisory that allows readers access to strategies they would normally never hear about. This service, created by Dr. Steve Sjuggerud with the help of Senior Analyst Brett Eversole, gives you access to a top collection of high-probability, high- profit trading systems. The goal is to find ways to profit fromextreme market anomalies. In short, readers will benefit from the kind of research only the biggest hedge funds have access to. Steve and his team spent hundreds of thousands of dollars and years of man-hours building their own custom analysis software. And they’ve been crafting safe, successful trading systems using these incredible tools. These strategies take advantage of investments from every corner of the market – commodities, currencies, stocks – so you will always be able to make money somewhere. Tested over decades, they have proven to return as much as 60% annualized when “in the trade.” And in the True Wealth way, you don’t have to take big risks to make this kind of return. Steve and Brett are not using options or any other fancy strategies to make those gains. Most importantly, though, it’s simple: The True Wealth Systems software provides precise entry and exit points. The trades couldn’t be easier to follow.
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly with updates HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? $2,500 WHAT WILL WE BE BUYING? Exchange-traded funds (ETFs) mostly
DO YOU PUT ON SHORT TRADES? No WHAT’S A TYPICAL HOLDING PERIOD? Six to 18 months
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The investments Dr. Steve Sjuggerud focuses on in True Wealth China Opportunities are some of the greatest opportunities he has ever seen. First and foremost, China is in the middle of a technology revolution. Investing in China right now is like stepping back in time. It’s a way to invest in the world’s biggest ideas... before they become the biggest ideas. Imagine if you could invest in Amazon’s revolutionary technology 15 years ago... or Facebook’s social-networking technology four years ago. That’s the opportunity we have in China’s technology sector today. Steve also covers the biggest “wrong” in the world of finance. China is the world’s second-largest stock market. It’s larger than every other stock market in the world, except the U.S. But right now, NOBODY owns locally traded Chinese stocks. Nobody, that is, except us... $1 trillion – or more – should flow into Chinese stocks and bonds in the next five to seven years as this “wrong” is “righted.” This is another way Steve helps his subscribers profit in True Wealth China Opportunities . Steve covers other big themes in China as well, like the world’s greatest property boom and the upcoming MSCI decision on the Chinese stock market. In short, any Chinese investment that he believes can earn you triple-digit or larger gains will be on the table. In this letter, you’ll learn the simplest – and the best – ways to take advantage of all of these ideas... and new opportunities as they come up. PUBLICATION TRUE WEALTH CHINA OPPORTUNITIES
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? $10,000 WHAT WILL WE BE BUYING? Chinese stocks – Internet, banking, property, and the MSCI Emerging Markets Index
DO YOU PUT ON SHORT TRADES? No
WHAT’S A TYPICAL HOLDING PERIOD? Five to seven years (or more) or until a position is stopped out
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EDITOR DR. DAVID EIFRIG, JR.
Dr. David Eifrig, Jr., MD, MBA is the editor of three Stansberry Research newsletters... His largest monthly publication, Retirement
Millionaire , shows 100,000-plus readers how to live a millionaire lifestyle on less money than you’d imagine possible. Retirement Trader shows readers a safe way to double or triple the gains in their retirement accounts with less risk. Income Intelligence shows investors how to analyze the income markets to maximize their income and total returns. Dr. Eifrig has one of the best track records in the financial-newsletter business. From 2010 to 2014, he closed 136 winning positions in a row for his Retirement Trader subscribers. On his success, one subscriber told us, “I love your work! I have been selling puts and love it! It has certainly changed my investing style and my life. So far, I am up 40% this year.” Before joining Stansberry Research in 2008, Dr. Eifrig worked in arbitrage and trading groups with major Wall Street investment banks, including Goldman Sachs, Chase Manhattan, and Yamaichi in Japan. After retiring from Wall Street, Dr. Eifrig attended UNC-Chapel Hill medical school and became a board-eligible ophthalmologist. He has also published peer-reviewed medical research. At Stansberry Research, he shares his love for empowering people with his finance and medical knowledge. DETAILS n Editor of Retirement Millionaire , a monthly advisory that shows readers how to live a millionaire lifestyle on less money than you’d imagine possible. n Editor of Retirement Trader , a trading advisory that shows readers a safe way to double or triple the gains in their retirement account, with much less risk. n Editor of Income Intelligence , an income advisory that shows readers how to analyze the income markets to maximize their income and total returns. n Author of the book High Income Retirement: How to Safely Earn 12% to 20% Income Streams on Your Savings, The Doctor’s Protocol Field Manual, The Big Book of Retirement Secrets, and The Living Cure.
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PUBLICATION RETIREMENT MILLIONAIRE
Retirement Millionaire will show you how to live a millionaire retirement lifestyle... without a lot of money. Editor Dr. David Eifrig, Jr. started his career trading derivatives at Goldman Sachs for more than a decade. After growing weary of that life, he decided to switch careers and become a medical doctor. Now, in his latest “retirement,” he has joined Stansberry Research to do what he loves best... advising others on improving their health, managing their money, and how to enjoy a prosperous retirement. Along with the safest investment and income ideas, every month in Retirement Millionaire , Dr. Eifrig will show you retirement secrets like...
n Why using an “alternative energy” source could pay you $2,500 every month n How to get free prescription drugs n How to get 40% off dinners n How to get a 100% free cruise n How to get free golf
n The secret of traveling the country in a nearly free RV n How to get a free California wine vacation n How to find out if a document sitting in your desk drawer could be worth $250,000
The fact is, if you’re not using Dr. Eifrig’s retirement secrets, you are missing out on some amazing opportunities to live a healthier, wealthier retirement.
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly
DO YOU PUT ON SHORT TRADES? No WHAT’S A TYPICAL HOLDING PERIOD? At least two years, and often longer
HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? Great for beginning investors WHAT WILL WE BE BUYING? Stocks
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PUBLICATION INCOME INTELLIGENCE
Income Intelligence will show you that you don’t have to take on big risks to generate steady income in today’s zero-percent-interest world. After years on Wall Street, Dr. David Eifrig, Jr. used his experience and financial acumen to seek out ways to generate safe income from savings. The lessons he learned over those decades have helped to form Income Intelligence , a monthly advisory that searches for the best income-producing ideas, from municipal bonds to master limited partnerships and everything in between. Each month, Dr. Eifrig shares his insights and thoughts about a specific income investment. In addition to that, he provides all the information you need to fully understand just how income investing works, what’s going on in the income markets, and all the facts you need to watch to be “in the know.” Income Intelligence is designed for investors of every level, with simple explanations and investments that are easy to make in any brokerage account. Once a month, you’ll have the opportunity to earn high yields on safe investments and understand all the financial forces affecting your income.
HOW OFTEN IS THIS SERVICE PUBLISHED? Monthly
DO YOU PUT ON SHORT TRADES? No WHAT’S A TYPICAL HOLDING PERIOD? At least two years, and often longer
HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? $5,000 WHAT WILL WE BE BUYING? Stocks
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PUBLICATION RETIREMENT TRADER
Retirement Trader is a twice-monthly trading advisory where Dr. David Eifrig, Jr. shows you a safe way to double or triple the gains in your retirement account, with much less risk. Before he came to Stansberry Research, Dr. Eifrig was part of an elite team of traders at Goldman Sachs where he created sophisticated investment vehicles for private clients and other traders at the firm. In Retirement Trader, Dr. Eifrig takes what he did for Goldman Sachs and, in plain English, shows readers unusual ways to make large, safe gains in the stock and options markets... whenever and wherever these opportunities arise. The strategies Dr. Eifrig uses in Retirement Trader are so safe, he went more than three years without closing a single losing position in the advisory’s model portfolio. If you’re the type of investor who knows super-safe trading opportunities only come from waiting patiently for what billionaire investor Warren Buffett calls the “fat pitch,” this is the service for you. Retirement Trader is your opportunity to learn about the timeless techniques of investing with less risk. Once you see how simple it is, you’ll never look at stocks and options the same way again.
HOW OFTEN IS THIS SERVICE PUBLISHED? Twice per month HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? At least $20,000 WHAT WILL WE BE BUYING? Stocks with options
DO YOU PUT ON SHORT TRADES? No WHAT’S A TYPICAL HOLDING PERIOD? Two to three months
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EDITOR BEN MORRIS
Ben Morris is the editor of DailyWealth Trader (DWT) . An avid trader, Ben followed Stansberry Research for years as a subscriber before joining the company in 2012. As editor of DWT , Ben’s goal is to provide the best short-term and medium-term trading ideas. For example, he often shows his readers how to use simple options strategies to generate 20%-plus annualized returns on safe
blue-chip stocks... And he shows readers how to make low-downside, high- upside speculations in “boom and bust” sectors like commodities, biotech, and emerging markets. Over the years, DWT readers had the opportunity to make 24 winning short-term trades on fast-food giant McDonald’s, without a single loser. They had the opportunity to make 80% in less than a year on aluminum maker Alcoa... 58% in six months in a biotech fund... and even 47% on a low-risk trade in U.S. Treasurys. Ben has helped DWT become one of the most successful, most popular financial services in America. He also frequently contributes to DailyWealth and the Stansberry Digest . Prior to working at Stansberry Research, Ben graduated from the Northeastern University’s D’Amore-McKim School of Business. He spent his early career in international real estate as a broker and investor. He lived in both Spain and Costa Rica, is fluent in Spanish, and has spent time in more than a dozen other countries.
DETAILS n Editor of DailyWealth Trader , a trading research service where you’ll get the best short-term and medium-term trading ideas.
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PUBLICATION DAILYWEALTH TRADER
Our goal with DailyWealth Trader is to provide you with the world’s best short-term trading ideas, every single day the market is open. Editor Ben Morris finds some of the market’s best trading ideas from the analysts at Stansberry Research, like Dr. David Eifrig, Jr. and Porter Stansberry... from the market’s greatest money managers... and from our extensive network of contacts and industry “insiders.” You’ll find all sorts of unique yet simple-to-use strategies in DailyWealth Trader . For example, you might learn how to use a safe options strategy to generate an income stream of 15%-30% a year... or how to use investor sentiment as a tool to time and trade market “extremes”... or which “boom and bust” sector – like commodities, biotech, or emerging markets – is offering the best setup right now. Best of all, Ben will show you step by step how to execute each trade... how much money is required to place the trade... how long you should expect to stay in the trade... and how much you can expect to make. If you’ve ever wanted to learn how to trade, but haven’t yet, this is exactly the service for you. Readers rave about the huge online educational archive, with an investment and trading education worth thousands of dollars. DailyWealth Trader readers get access to it for free.
HOW OFTEN IS THIS SERVICE PUBLISHED? Daily
DO YOU PUT ON SHORT TRADES? Once in a while, but not often
HOW MUCH CAPITAL SHOULD I HAVE TO GET STARTED? $10,000 – $20,000 WHAT WILL WE BE BUYING? Stocks, exchange-traded funds, and options
WHAT’S A TYPICAL HOLDING PERIOD? Two weeks to 12 months
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