Altimetry's Hidden Alpha
In each issue, we use Uniform Accounting to spot large-cap stocks that are grossly misvalued. Then, we do a deeper investigation into the company's operations with the goal of finding lower-risk, 100%-plus gains.
Publishing Schedule
1st Monday of each month
Required Capital
Approximately $10,000
Type of Investments
Well-known large-cap stocks that you can feel comfortable investing more of your portfolio and/or taking larger positions in
Typical Holding Period
Approximately 18 months
Altimetry's High Alpha
Each month, we break down faulty "as reported" financial statements and rebuild them using Uniform Accounting. We then whittle that list down to companies with major discrepancies between what Wall Street and the media see versus the true numbers. In High Alpha, we focus on small- to midcap stocks... because that's where you really see the upside.
Publishing Schedule
4th Tuesday of each month
Required Capital
Approximately $10,000. Due to the average 1.5% transaction fees, the larger portfolio, the better.
Type of Investments
Companies that are forecast to have stronger profitability, stronger growth, and lower valuations than the market realizes... due to U.S. accounting issues that cloud investor perception
Typical Holding Period
Mid- to long-term holding periods of approximately 1-3 years
Credit Analyzer
The Credit Analyzer is your instant Uniform Accounting snapshot of the credit health for practically any U.S. company you own or care about. Simply enter the name or ticker symbol of any nonfinancial company to see the truth about its creditworthiness… and not the bogus, backwards rating of the big agencies. You'll see a visual guide to each of the powerful credit metrics we follow… and one invaluable, easy-to-understand overall credit grade. It's an absolute must-have if you're investing in bonds on your own. Once you have access to the Credit Analyzer, you'll be able to make smarter decisions about the stocks you're holding today... and those you're thinking about buying in the future.
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Credit Cashflow Investor
Credit Cashflow Investor specializes in uncovering hidden value in bonds rated as extremely speculative or noninvestment-grade by Moody's, Fitch, and S&P. We pinpoint low-risk bonds with high cashflow potential, poised to rise in ranking... giving our clients an edge before institutional investors even enter the game.
Publishing Schedule
3rd Monday of each month
Required Capital
At least $20,000. It will cost at least $1,000, if not more, to invest in each bond.
Type of Investments
Distressed corporate bonds
Typical Holding Period
Anywhere from 6 months to the maturity of the bond
ETF Analyzer
We put together this one-of-a-kind software tool to give you a window into which mutual funds and ETFs are worth investing in. It's all available within this service. We don’t share it with anyone else... not even our institutional clients. Simply enter a fund name or ticker symbol, and our ETF Analyzer instantly shows you grades across metrics like performance, valuations, and liquidity – all using forensic analysis of the fund's investment earnings.
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Microcap Confidential
Microcap Confidential is an investing research service that looks to find and recommend microcap stocks whose profits and earnings are hidden from Wall Street and the mainstream media, giving you a huge advantage over 99% of investors.
Publishing Schedule
2nd Monday of each month
Required Capital
Approximately $10,000
Type of Investments
Microcap U.S. stocks with market caps of <$1 billion that our Uniform Accounting data and fundamental research reveal could have multibagger upside potential
Typical Holding Period
Mid- to long-term holding periods of approximately 1-3 years
The Altimeter
The Altimeter is a software tool that covers most U.S.-listed, U.S.-based companies with market caps of more than $50 million. It shows you the true numbers for almost any company... with easy-to-understand grades across metrics like performance, valuations, and risk level.
Publishing Schedule
The Altimeter software platform also includes The Altimeter Weekly & monthly Timetable Investor issues
Required Capital
N/A - This is a software tool. While the weekly and monthly issues mention stocks to buy and stocks to avoid, there's no model portfolio
Timetable Investor
The most important report to help you manage your portfolio. The Timetable Investor goes beyond what stocks or bonds you should own... It's about how you should allocate your portfolio based on the real macro outlook. The Timetable Investor provides a systematic approach to understanding where the market is going next.
Publishing Schedule
4th Thursday of each month
Required Capital
Any amount of money... Our report can help you manage your wealth, whether you have $100 or $1 billion
Type of Investments
We won’t be recommending individual stocks, bonds, or ETFs... This report is about how to allocate capital in your portfolio and which asset classes you should put your money into