The OTC Stock Review is for investors with long time horizons who have the ability to ignore volatility in a small portion of their portfolio and focus on the individual situations. Investors who read our newsletter are primarily seeking an opportunity to make money in speculative stocks not yet discovered by Wall Street. Our objective is to offer ways for investors to expand their portfolios with lower-priced undervalued stocks and increase their knowledge of the investing in these types of companies.

We provide investors with a bi-monthly printed newsletter and offer email alerts throughout the market week. The OTC Stock Review provides a comprehensive review of financial market coverage. Our strategy with the OTC Stock Review is simple. We look for pure plays on our favorite fast-growing microcap situations in this often over-hyped, but under-researched part of the market, companies with less than $250 million in market capitalization. The OTC Stock Review uses a Bottom-Up approach to investing by focusing on a specific company rather than on the industry in which that company operates or on the economy as a whole. Using a combination of fundamental and technical criteria to identify growth stocks with tremendous upside potential, OTC Stock Review boasts 50 stock picks with returns between 25% and 1,000% in the last two years. 

Our primary criteria for isolating specific situations are: 

1. Dominant business franchise
2. Breakthrough technology
3. Honest, competent management
4. Insider ownership
5. Little or no institutional ownership
6. Excellent products and services
7. Little or no debt
8. Substantial profits and cash flows

9. Usually considered overvalued

After screening literally thousands of companies that may or may not meet our primary fundamental criteria, we use a proprietary combination of technical disciplines to search for the stocks that appear to be ready to move to higher levels. 

Since there is never a guarantee that any stock will go up, we suggest using an 8% to 10% stop loss on any trade. The preservation of capital is of utmost importance to anyone who invests in stocks. Remember these two important points:

1. Losses destroy portfolios. It takes a 100% gain to recover from a 50% loss.
2. Getting stopped out on a trade does not necessarily mean that the company is bad and should be avoided. It simply means you bought the stock at the wrong time and need to look for a more suitable entry point.

The idea is not to speculate in the stock market, but to protect your capital. If you would like to find out how some of the top traders and investors protect their capital, we would recommend reading the following books. We have provided links to them on Amazon.com:

1. Reminiscences of a Stock Operator 
2. Stock Market Wizards: Interviews with America's Top Stock Traders
3. Market Wizards: Interviews with Top Traders
4. The New Market Wizards: Conversations with America's Top Traders

We believe that educating yourself on the market by studying the basic principles that have made other investors successful is of the utmost importance. We have compiled a shortlist of recommended titles for your convenience on our Suggested Reading page.