FAQ
1. WHAT IS THE HIDDEN GEMS PLAN?
Under this plan, you get one value-focused investment idea every 2nd and 4th Sunday of the month. We search for underpriced stocks based on their financial performance and public peers. Our investment idea can come in the form of a stock or an ETF based on the results of our research. Along with the new recommendation, you will get a hold/sell alert of our active Hidden Gems trades. The Hidden Gems plan is $99 per year.
2. WHAT IS THE DIVIDEND DELIGHTS PLAN?
Under this plan, you get one investment idea with a dividend yield of 4% or more every 2nd and 4th Sunday of the month. It can be either a stock or an ETF. Along with the recommendation, you will get a hold/sell alert of our active Dividend Delights trades. The Divided Delight plan is $99 per year.
3. WHAT IS THE PHOENIX STOCKS PLAN?
Under this plan, you get one investment idea based on technical analysis every 2nd and 4th Sunday of the month. It can be either a stock or an ETF based on the results of our research. Companies often get into trouble due to technological shifts, regulatory changes, reckless leadership, excessive risk-taking, geopolitical risk, and more. We seek companies whose shares have become mispriced due to some of these reasons. Along with the recommendation, you will get a hold/sell alert of our active Phoenix Stock trades. The Phoenix Stocks plan is $99 per year.
4. WHAT IS THE COMBO PLAN?
Under this plan, every 2nd and 4th Sunday of the month, you will get Hidden Gems, Dividend Delights, and Phoenix Stocks as one package. We offer the Combo Plan at a deep discount as an introductory offer: $199 per year. Along with the recommendation, you will get a hold/sell alert of our active Combo Plan trades.
5. WHAT IS YOUR CANCELLATION/REFUND POLICY?
We believe that successful investing is a marathon, not a sprint. It is not possible to achieve your investing goals in just one or two months. It takes time, so please be patient. However, if you chose to cancel your subscription, we will refund your unused monthly portion. The day you make the payment is considered as the first day of your service, and based on this date, we calculate how many months you used and refund your unused months. We will only refund months that were completely unused. Please contact us via email if you would like to cancel your plan. Also keep in mind that there is no cancellation or refund for the $10 one-month trial plan.
6. Do you share or sell my personal information with any third party?
No, we do not share or sell your personal information with any third party.
7. WHEN WILL I GET MY FIRST NEWSLETTER?
You will receive the newsletter on every 2nd and 4th Sunday of the month following your signup date. If you sign up on the 2nd or 4th weekend of the month, you will receive the newsletter within the following 2-3 business days.
8. WHAT IS YOUR CORE THEME/INVESTMENT PHILOSOPHY?
We are a long-only newsletter that filters stocks and ETFs using a variety of fundamental and technical analyses. We do not recommend any ideas involving short selling. Our goal is to help you take advantage of the incredible possibilities of Wall Street.
9. HOW MANY TRADES WILL I GET WITH EACH NEWSLETTER?
The Hidden Gems, Dividend Delights, and Phoenix Stocks plans will provide one idea each, while the Combo Plan offers all three ideas together.
10. WHAT IS THE TYPICAL TIMEFRAME OF YOUR TRADE IDEAS?
We enter positions with the intention of holding them for 6 to 18 months, but sometimes we get out earlier. Timing depends on ever-changing market conditions, and our bi-weekly buy/hold/sell alerts help you adjust your portfolio based on these conditions.
11. WHAT INFORMATION WILL YOU PROVIDE IN EACH NEWSLETTER?
We provide:
- Basic information about the stocks or ETFs we are recommending
- Recommendations to hold or sell any current trades
12. I AM A DAY TRADER, CAN I USE YOUR TRADE IDEAS?
Our strategies are for those willing to buy and hold for a 6 to 18 month horizon, so it will not be suitable for someone who is a day trader.
13. WHO IS YOUR TARGET CUSTOMER?
Our investment strategy is meant for those who are looking to supplement their income using the stock market.
14. DO YOU MANAGE MONEY?
No, we do not manage investors’ money.
15 WHAT WILL YOU DO WHEN THE MARKET ENTERS A CORRECTION AND GOES DOWN?
Stock market corrections are a natural part of the financial cycle, and we constantly monitor for them. We try our best to adjust our recommendations based on market conditions.
16. HOW WILL I RECEIVE MY TRADE IDEAS?
You will receive trade ideas every 2nd and 4th Sunday of the month through email. All updates, ideas, and newsletters are digital.
17. CAN I SELL/CLOSE A POSITION YOU RECOMMENDED BEFORE I GET THE SIGNAL FROM YOU?
Certainly. You can always make the final call based on your situation, needs, and personal opinions.
18. DO I HAVE TO INVEST IN ALL THE IDEAS YOU SEND ME?
No, you can pick and choose what you would like to buy.
19. WILL YOU SEND ME NOTIFICATIONS ON WEEKDAYS?
You will receive the newsletter every 2nd and 4th Sunday of the month. Additionally, if there are changes in our policies or new services available, you may receive an email notification from us outside the usual delivery times.
20. HOW CAN I CONTACT AWS?
You may reach out to us via our contact page regarding matters which relate to your newsletter subscription. However, we will not give any personalized investment advice or opinions.
21. WHAT PERCENT OF MY INVESTMENT PORTFOLIO SHOULD I INVEST IN ONE TRADE?
It is your decision. We are not registered financial advisors, and we do not provide any personalized investment ideas. However, as a rule of thumb, we strongly recommend diversifying by investing in multiple sectors and industries. We also highly suggest limiting any one trade to only a low single digit percentage of your overall investment portfolio.
22. TODAY IS THE 2ND OR 4TH SUNDAY OF THE MONTH, BUT I DID NOT GET MY NEWSLETTER. WHAT SHOULD I DO?
Sometimes your newsletter may be in the spam folder, so check there first. If you still can’t find it, we may be experiencing a technical difficulty, but rest assured that we are working hard to fix it. Please feel free to contact us for assistance at our contact page.
23. DO I HAVE TO BUY YOUR RECOMMENDATION ON MONDAY ITSELF?
You do not have to buy immediately. Our trade ideas are crafted with a longer-term thesis, so you can decide when to enter the trade.
24. DO YOU SHORT STOCKS OR ETFs?
No, we do not send short recommendations.
25. DO YOU PROVIDE ANY OTHER TYPE OF INVESTMENT IDEAS LIKE OPTIONS, FUTURES, FOREX, CRYPTO ETC.?
No, we currently do not offer these types of trade ideas.
26. WILL I BE CHARGED A SALES TAX?
Yes, you will be charged a sales tax congruent with the standard in your state or region.