Global Growth Strategist Trading Manual

Transcription

1 A Publication of The Sovereign Society Global Growth Strategist Trading Manual How to Access Investment Opportunities in the Very Best of America s Emerging Baby Multinationals By Jeff Opdyke, Editor, Global Growth Strategist Dear Global Growth Strategist Investor, I m Jeff Opdyke, your Global Growth Strategist editor. In the coming weeks and months, I look forward to helping you access investment opportunities that are well off the radar of most American investors. You ll discover fast-growth companies that are benefiting from trends taking shape beyond U.S. borders, such as the rising wealth of the middle class in emerging markets. We plan to make money from those trends by investing in what I call baby multinationals the smaller, unheralded American companies that collect a large share of their profits and revenue outside the States, but which trade locally on the U.S. exchanges. We will participate in powerful trends that are emerging around the globe without taking on the challenges investors sometimes face when investing directly in overseas markets. There s no need to wire money abroad, to convert U.S. dollars to a foreign currency, or to take into account special foreign tax treatments. For most American investors, the companies in Global Growth Strategist The Sovereign Society 98 S.E. 6th Avenue, Suite 2 Delray Beach, FL USA USA Toll Free Tel: (888) Contact: Website:

2 will give your portfolio the rich diversification and global growth that can only be achieved by investing in smaller businesses that target international markets. Just keep in mind that this advisory service is meant for the investor who can afford to trade some risk for potentially huge rewards. It s for individuals who want to grow their wealth at a more-explosive pace than you d get with today s traditional multinationals for investors who want to find the next Intel, Microsoft or Wal-Mart, when they were much smaller, and grab triple or even quadruple-digit returns over the next 5 10 years. The Global Growth Strategist Trading Strategy Through Global Growth Strategist, you will gain access to some of the world s most dynamic growth companies, but through the convenience of the U.S. markets. The ideal companies we ll be adding to the GGS portfolio are U.S.-based firms that have a meaningful global reach in terms of their operations, revenues, customer base and geographic focus. While this strategy lends itself to fast-growing, small-cap growth companies, we won t box ourselves into specific holding periods, market capitalizations or sectors. We don t have stringent price-earnings, revenue multiple or profitmargin targets. Don t misunderstand all these metrics are important and will factor into how I select stocks for the GGS portfolio. But at the end of the day, we want to buy the standout, under-the-radar companies poised to take full advantage of the explosive trends occurring all over the world. Because so much of these firms operations are outside the U.S., they are not as tied to America s economy as traditional U.S. companies. Better still, they re in the early stages of a growth curve internationally that will last for years, if not decades. Baby multinationals, because of their relatively smaller sizes, also lend themselves to slightly more day-to-day movement. As a result, you should expect short-term swings. For that reason, for GGS I am expanding The Sovereign Society s traditional stop-loss rule to 40% meaning that we will hold a stock all the way down to losses of 40% before we automatically exit. I don t want day-to-day, news-driven volatility to knock us out of an otherwise fantastic investment. An expanded stop-loss strategy will give us a lot of leeway to let these stocks fluctuate, as I expect they will, without getting stopped out too quickly on temporary news events. Of course, if one of our GGS holdings does move sharply in either direction, rest assured I will let you know what action to take on that particular position. I constantly monitor the portfolio, and you can rest assured that when I add a stock to the mix I strongly believe in its fundamental investment story. Where to Trade Global Growth Strategist You will be able to trade the companies in Global Growth Strategist from any local U.S. brokerage account, as the recommendations I send you will all be stocks that trade on the Nasdaq, the New York Stock Exchange or the American Stock Exchange. These names all trade in U.S. dollars, so there will never be a need to convert your currency to or from other denominations. Any existing U.S. brokerage accounts you already own will work. If you are new to trading, E-trade, Fidelity, Schwab, Everbank, or any of the many U.S.-based firms will work for trading the stocks in GGS. You will be able to use our strategy with a myriad of account types, including standard retail accounts, IRAs, Roth IRAs, SEPs and even some 401k plans, assuming your company provides a brokerage window that allows you to 2

3 trade individual stocks. As long as your account allows you access to purchase U.S. equity stocks either online, over the phone, or in person with your broker, you ll be able to execute our GGS trades. Most online brokerage firms require a minimum deposit to open the account, often in the $2,000 range. Trading fees are variable. Some firms charge a set per-trade fee of between $4.00 and $ Others charged based on the number of shares you trade, or a percentage of the dollar value of the trade. What You Can Expect From Me You will hear from me each week, sometimes with investment recommendations, sometimes with updates on current positions or market developments. On occasion, you ll hear from me more than once a week when events occur that potentially impact our investments. From time to time, I will address reader questions in my routine correspondence, and might even use a question to prompt a visit to a particular company when I m doing research. Keep your eye on your weekly issues of Global Growth Strategist, where I will regularly post questions and answers that can benefit the broader subscriber base. You can send your questions by filling out a contact form or calling Now you re ready to go I look forward to helping you grow your wealth with the American baby multinationals that are expanding rapidly overseas. This is the beginning of a long and profitable relationship. Until next time, keep a global view Jeff D. Opdyke, Editor How to Reach Us Global Growth Strategist is an elite service our professionals are always on standby to assist you. We want to make sure you know how to contact us whenever you need specific assistance with our recommendations. Feel free to contact us at if you have any questions related to the service, such as: How the service works and investment vehicles we will be using Understanding our trading instructions For any questions about your subscription renewals, change of address, a retransmission of an issue, etc., there are three ways to reach us: PHONE is the best way to reach us for routine questions about your subscription, changes of address and nonreceipt of Global Growth Strategist issues. Please call Our FREQUENTLY ASKED QUESTIONS page on the sovereignsociety.com website is the next best way to 3

4 reach us. Just log on to with your username and password and click on Global Growth Strategist, then FAQs. 3. You may also contact us here at: We urge you to routinely check yor to ensure that you are promptly receiving our recommendations and alerts. To avoid delays in responding to your questions or processing your requests, include the name of this service Global Growth Strategist as well as your full name in the . If you are changing your or mailing address, please include both your current and updated information For security reasons, and to prevent banking errors, you must contact us by phone to cancel a paid subscription. s submitted to cancel a subscription will not be processed. Please call us at , to process your cancellation request. Our cancel-service center is open Monday through Friday, 9 a.m. 5 p.m., EST. Standard refund policy: Premium-service subscribers may receive a 100% refund on their subscription fee within the first 60 days of their service (minus a 10% processing fee). If you have subscribed during certain special promotions, other refund terms may also be available. Note on transmissions: The Sovereign Society shall not be liable to you or any third party for any loss, injury, damage, costs, expenses or compensation of any kind arising directly or indirectly from or as a result of any act, neglect, delay, error, omission, default, or negligence by the Company in relation to the transmission of, or any other dealing with, or other failure in the accurate receipt by you of Company publications containing recommendations, alerts, advisories, or other Company materials or information of any kind, even if advised of the possibility of such damages. In the event a transmission is interrupted for any reason, the company cannot guarantee timely delivery. 4

5 The Sovereign Society 98 SE 6th Avenue, Suite 2 Delray Beach, FL USA USA Toll Free Tel: (888) Website: Legal Notice: This work is based on what we ve learned as financial journalists. It may contain errors and you should not base investment decisions solely on what you read here. It s your money and your responsibility. Nothing herein should be considered personalized investment advice. Although our employees may answer general customer service questions, they are not licensed to address your particular investment situation. Our track record is based on hypothetical results and may not reflect the same results as actual trades. Likewise, past performance is no guarantee of future returns. Certain investments such as futures, options, and currency trading carry large potential rewards but also large potential risk. Don t trade in these markets with money you can t afford to lose. Sovereign Offshore Services LLC expressly forbids its writers from having a financial interest in their own securities or commodities recommendations to readers. Such recommendations may be traded, however, by other editors, Sovereign Offshore Services LLC, its affiliated entities, employees, and agents, but only after waiting 24 hours after an internet broadcast or 72 hours after a publication only circulated through the mail. Also, please note that due to our commercial relationship with EverBank, we may receive compensation if you choose to invest in any of their offerings. (c) 2011 Sovereign Offshore Services LLC. All Rights Reserved. Protected by copyright laws of the United States and international treaties. This Report may only be used pursuant to the subscription agreement. Any reproduction, copying, or redistribution, (electronic or otherwise) in whole or in part, is strictly prohibited without the express written permission of Sovereign Offshore Services, LLC. 98 SE 6th Ave, Suite 2, Delray Beach FL