David Kugelman is the President of Atlanta Capital Partners, LLC and the Publisher of the OTC Stock Review. Mr. Kugelman has been in the Investment industry since 1986 and has held the National Association of Securities Dealers Series 7, 24, 63, and 66 licenses, as well as the Certified Financial Manager designation. He has worked for such prestigious firms as Thomson McKinnon, Bear Stearns, and Merrill Lynch.
As Publisher of the OTC Stock Review, Mr. Kugelman frequently lectures on small-cap stocks and growth companies. He has lectured extensively for brokerage firms and investment clubs, and served as a consultant to several publicly traded corporations.
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.
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We provide investors with an up to the minute newsletter and offer email alerts throughout the market week. Our strategy with the OTC Stock Review is to focus on companies with less than $250 million in market capitalization. We look for pure plays on our favorite fast-growing microcap situations in this often over-hyped, but under-researched part of the market. 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 more than 100 stock picks with returns between 100% and 1,200% over the last five 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
After screening literally thousands of companies that may or may not meet our primary fundamental criteria, some of which are often considered overvalued, 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.