Over the last 9 years, the Linde Equity Report has recommended one stock per month since May 2000.  As of June 5, 2009, our 109 recommendations have achieved an annualized average return of 11.5%.  Over the same period, which includes two major bear markets, the S&P500 has declined as shown above.  Below I describe some of my stock research methods and how I can help you select stocks for your own portfolio.

Review at least 20 financial websites for ideas each morning.   Read the WSJ, G&M ROB, and Financial Post daily.    Track insider buying reports of officers and directors each day.   Keep track of buys and sells of the top fund managers.   Subscribe to at least 10 leading investment periodicals. Run stock screens based on key growth and valuation metrics. Pay attention to balance sheets, income and cashflow statements.   Telephone or meet management of companies whenever possible. Maintain high scrutiny when monitoring existing investments.

Don’t have time?  I’ll do the research for you.

If you do not have 4 to 5 hours per day to research stocks or monitor your investments properly, I can do it for you. Simply let me know what kind of return you are looking for, the types of companies you like to invest in, your risk tolerance, and I will bring you investment ideas based on your guidelines that I find through my daily research. Essentially, I become your personal stock analyst seeking qualified stocks for you to consider.

Sincerely,

Teal Linde, CFA