Roy’s MARKET OPINION includes current market conditions, market forecasts, and his opinion of the prevailing economic conditions. You’ll know exactly when you should be taking advantage of the under-valued, quality stocks recommended in the two value Models.

The Classic Benjamin Graham Value Model

What We Do

For this Model we screen the Benjamin Graham Data Base monthly to detect the stocks that meet Benjamin Graham’s seven original criteria for value. We’ll tell you exactly when to buy and when to sell.

Every month you’ll see a table of stocks that are recommended for purchase. Some will be repeats from previous months and some will be new recommendations. You’ll get a Buy Target and a Sell Target.

What You Do.

Buying: Read the commentary on the new additions and make a list of the stocks that will complement your portfolio along with the Buy Targets. When the Buy Targets are reached, make your final selection.

Selling: Sell your stock when the Sell Target is reached. The average holding period is one-to-two years.

By simply following this Model, you can expect returns of approximately 20% per year.

The Wise Owl Model

This low-volatility Model has gained over 20% compounded annually since its inception on January 1, 1996.

The Special Feature Section

What We Do

Every six months, we forecast a trading range for the Dow Jones Industrial Average. Investors can gauge whether the stock market is undervalued or overvalued using our high/low estimates for the market. Other Special Features include analyses of small cap stocks, high yielding stocks, REITS, and many other interesting topics.