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  • February 23, 2019

The New Executive Intelligence Network

May 20, 2017 by Bob Mann Leave a Comment

This network is being launched on Linked In. The focus will be on intelligence gathered by executives concerning special situations in equities. Executive contacts and specific expertise often have immense value in uncovering exceptional opportunity for investment. During my 48 years in the investment business many of the very best investment opportunities came from my executive clients. I remember back in the late seventies a utilities engineer from New York told me he was buying many millions of shares of Telephonos De Mexico for .125 cents per share paying 10% in dividends. This investment eventually made him extremely wealthy. More recently over the past few months a client asked me to buy a biotech stock that was not heavily covered by brokerage firms and it doubled in a short few months. This was the inspiration for the creation of this network. We are not interested in inside information. We simply seek information about special situation securities that are not receiving Wall Street attention.

Brokerage firms generally advise and follow a limited number of higher priced stocks that are already heavily owned by institutions. They neglect special situations that might be low priced. This is our network’s primary interest. We are not looking for penny stocks, but companies with real value and breakthrough opportunities that are not widely known by institutions. We are not looking for short term trades or small gains. We are looking for a potential of 100% gains or more over a period of four to five years. I have found that these opportunities are found in pre IPO investments, IPO’s and publicly traded stocks that fall out of favor and find new life based on some triggering event.

When these opportunities present themselves it is helpful to have help from someone who has the experience, expertise, technology and tools to help determine the correct price to pay and to develop a plan for risk control before purchase. I have the expertise and the resources and have spent my working life refining these skills, especially as pertains to out of favor companies. As curator I will attempt to be helpful.

I believe you make your money when you buy, just like real estate. Unlike real estate it pays to have someone monitoring your investment each day, every day and encourage you to take partial profits when your stock is overextended or to encourage additional purchase when it is oversold. Low priced stocks have significant volatility. These actions may increase your return and lower your risk.

We are not stockbrokers. This network is designed to be an aid to independent investors. We will pay attention to the securities that are posted by our members and endeavor to be helpful.

The greater the number of sources, the more important this intelligence may be for you as a member of this exclusive network. With an experienced curator to screen out issues that are overpriced or that have serious deficiencies, the network will have access to the very best ideas. You may access this information at your convenience.

Experts will be invited to aid us in understanding some of the opportunities that are most interesting and least understood by the investing public. We can do this on internet radio, on a go to meeting format or at special networking dinner meetings. Often we may be able to record the event so you may take advantage at your convenience.

The network will also focus on the concerns of its members by posting job opportunities and other information that members ask for.

Metcalf’s Law- The greater the number of users on a network, the more value the network becomes to the community. The social utility of a network depends on the number of nodes in contact.

Programming for this new group is now in development. Web sites, landing pages and communication links are now being created. Invites and announcements are anticipated within two weeks. If you would like to receive an invitation to be a founding member, please send me an email to rkmann@aol.com.

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The Power of Tax Free Compounding.

March 12, 2016 by Bob Mann Leave a Comment

 

Have You Heard Ben Franklin’s Story?

When Benjamin Franklin died in 1790, he left $1000 to each of the cities of Boston and Philadelphia. His bequest came with some strings attached: Specifically, the money was to be invested in stocks and could not be touched for 100 years. At that point each city could withdraw up to $500,000 for designated public works. Any remaining monies could not be touched for another 100 years. Finally, 200 years after Franklin’s death each city would receive the balance – which in 1990 amounted to $6.5 million, with no money having been added over all of the years.

This story was told in the book “ Money Master The Game”,  by Tony Robbins

How Did It Grow? Through The Magic of Tax Free Compounding.

Today, if you are in a high tax bracket and have to pay 55% estate tax after the death of your spouse you would be shocked at how little your money would grow in comparison to Ben Franklin’s money. Between State, Federal and for some people even city taxes, compounding is drastically reduced.

This is why Bill Gates, Warren Buffet and many others set up foundations.

IRA’s, 401k’s and Profit sharing plans are helpful but taxes eventually are paid and for wealthy people can wipe out over 70% of the capital. Often estates have to liquidate IRA’s to pay estate taxes creating additional income taxes that are not deductible from estate taxes.

How can you harness the power of tax free compounding?

We call it a Tax Alpha Portfolio

To qualify for a Tax Alpha Portfolio you generally need to be younger than 60 years old and in good health. The exception would be for people who are older and wealthy seeking to enhance their estate free of taxes. They still must be generally healthy.

We have two different plans:

One for people and companies that have over $5,000,000 in invest- able assets to qualify. Once they are qualified, they must invest a minimum of four annual payments totaling at least $500,000 over the period

See www.MyTaxAlphaPortfolio.com

A second plan is for people who can invest $15,000 or more over a five year or longer period.

To learn more about the second solution, ask me for the book entitled, “ My Family Financial Miracle”. You may e-mail me at rkmann@aol.com or call me at 860-963-0722.

I have personally benefitted from the solutions described above. I was able to compound monies tax free and even access my principle without taxes during my life. There is no more powerful tool you can use if you start early enough.

Sincerely,

Robert K. Mann

Advisor’s Capital Investments, Inc.

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Filed Under: Investing, Long-term Investing, Uncategorized

The Moderate Risk Disciplined Earnings Growth Portfolio Has Recently Been Audited

November 14, 2015 by Bob Mann Leave a Comment

The DEGP IS MY FAVORITE EQUITY STRATEGY FOR — USE IN A MODERATE RISK IRA ACCOUNT.

 

  • The Results Are Extraordinary from 2007- 2015.
  • No Down Years from 2007-2014. ( Even in 2008. )
  • The Maximum Draw Down from the Highest High to the Lowest Low Has Been -16.92%.
  • Recovery Time to New Highs Has Been a Maximum of 5.4 Months.

 

Compare The Stats to Your Own Equity Portfolio, Mutual Fund or Index Funds. Of course past performance is no guaranty of future results. Accounts may have losses instead of gains in the future. Check out the audited report and all the disclosures to more fully understand the nature of this account.

The reason I like it so much is because of its daily asset risk control and its method of reducing risk in declining market conditions.

Let’s look at what this manager is doing that sets him apart from most mutual funds and other types of managed accounts:

  1. The portfolio is focused on stocks in leading sectors that have high earnings growth and may be purchased at a value based price.
  2. The portfolio is intended to be fully invested with a maximum of twenty stocks.
  3. Each stock must rise 10% before purchase.
  4. Most of the stocks are large cap and pay dividends.
  5. The portfolio often includes international as well as domestic equities.
  6. Analytics target a minimum of a 30% growth in value prior to purchasing a stock.
  7. Each stock is monitored daily. If it declines by 15% it is sold.
  8. As a portfolio stock approaches the 30% target the sell trigger is lowered to as low as 5% below the current price.
  9. The portfolio holds cash balances when stocks cannot be found that meet the defined standards necessary for purchase.

The results show that this logic and discipline have had great value.

In today’s slow growth environment a portfolio concentrated on high earning companies with a plan for risk control has an advantage over index funds and highly diversified mutual funds.

You may read more more about the DEGP and it’s manager Dr. Robert Schreiber by reading blogs at http://www.retirementadvice.us. For a comprehensive analysis of the audited results send me an e-mail request at rkmann@aol.com.

It is possible to modify the risk by using the stocks selected by Dr Schreiber and writing options on the portfolio. It can be done using covered calls or option spreads.

Many of the selected stocks have powerful moves on the date of their earnings releases. In a slow growth market these periods of price acceleration may be a good time to take short term gains.

What are the negatives?

Active management may result in more short term gains and thus a higher tax rate. The cost of commissions and slippage also will be greater. We recommend using the lowest cost brokers who do not give trades to traders in exchange for kickback commissions. We also recommend using this strategy in an IRA or Roth IRA.

Capital Markets IQ will provide the trading signals to Advisors and Hedge funds in exchange for a 50 basis point annual fee or share it’s fee with  fully disclosed advisors who refer accounts.

As an advisor I pay fees to Capital MarketsIQ for accounts I manage using their strategy. I also receive compensation for marketing this strategy to other advisors and hedge funds based on fees paid by them to Capital Markets IQ. Capital MarketsIQ is an SEC registered investment advisor.

I depend on investors like yourself to help me spread the word about this very specialized strategy.

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Is Seeking 30% Gain From A Stock In One Year Attainable?

July 14, 2015 by Bob Mann Leave a Comment

Dr. Robert Schreiber’s Disciplined Earnings Growth Strategy (DEGP) makes an argument that it is possible.

His own account has had real time performance following his strategy since 2007. He has worked for Capital Markets IQ for only a portion of this time, thus they report his performance as hypothetical. His own account records substantiate his results.  Of course past performance is no guarantee of future results. Over any given time period accounts may lose principal.

DEGP 1 Pager with Advanced Metrics 2007 to May 2015 Final (1)

Click the link above to see the performance history.

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Filed Under: Investing, Uncategorized

How Can I Help You?

March 20, 2015 by Bob Mann Leave a Comment

What can we do for you that your broker, advisor or financial planner is unlikely to be able to do for you?

1. Risk Management
2. Lower Your Costs
3. Improve Your Tax Efficiency

• Employ daily risk management on each of your securities and screen your new ideas to use a risk profile of 5 units of return for 1 unit of risk.
• Lower your cost of commissions, fees and hidden costs.
• Reduce your taxes as part of your management strategy

In order to understand and quantify the value of these items, make an appointment with me for an initial consultation and portfolio review.

Click on make an appointment with Bob or call me at 860-963-0722. You will be surprised at what is involved in true risk management. Casinos, Banks, trading firms, hedge funds, and bond management firms all have risk management professionals monitoring their daily risk on their assets, not necessary their customer’s assets.

If you have $500,000 or more in investable assets you should consider employing risk management as well.

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