Fellow Investor,

I am honored to be a part of Small Cap Gems. Before we dive too far into specific stock recommendations Id like to share with you a bit about my background and approach to investment research.

I have been investing for over three decades and have been obsessed with the markets and equities for as long as I can remember.  In the past decade I have been a hedge fund manager, a trader and a professional financial journalist including being a daily columnist on Real Money Pro.

I have always been fascinated  with small cap stocks.  I cut my teeth on the space when I was teenager.  I remember having to beg my father to open a brokerage account so I could buy several small cap stocks with the money I was earning from a part-time job.

I was fortunate that the first few stocks I bought as an investor turned out to be rocket ships.  I was hooked and I used these profits to pay for college and emerged with a degree in finance from Arizona State University without even a cent of student debt.

Had I grown up on the east coast I am sure I would have matriculated to Wall Street after graduation.  However, being closer to the west coast I spent twenty years moving up the corporate ladder in technology.  I never lost my interest in the financial markets though.  I continued to research and manage my own portfolio, enjoying a great deal of success over two decades.

We launched our fund just weeks before the Lehman collapse and beginning of the financial crisis. Despite this our fund beat the S&P 500 in 3 of its 4 years and was ranked in the top 5% of long/short funds during its first year.

After 20 years at the same company and having accumulated enough in my retirement and brokerage accounts I “semi-retired” in my early 40s; I jumped at the chance to take a severance package and started a small hedge fund with two partners in 2008, six weeks before the Lehman Brothers collapse.

Although the fund easily outperformed the S&P 500 in three of its four years of existence, running a fund was proving to be a huge distraction from my first passion: small cap stock research. So we decided to shut it down in 2011.

One of the offshoots of the fund was the launch of a new career in financial journalism.  I had started writing and blogging about investment ideas on Seeking Alpha to attract attention to our nascent hedge fund.

My posts proved to be popular (I have over 14,000 followers and am adding 40 50 new followers every day. Talk about validation.) and provided myriad profitable investment ideas and soon there were several thousand regular followers of my posts, in addition to many more who just read the articles from time to time.

This also led to being noticed by Jim Cramer’s TheStreet.com where I have been a daily columnist for Real Money and Real Money Pro for over two years.  Some of my more satisfying moments of the past few years are the hundreds of “thank you’s” from readers for helping them identify small cap investments that have doubled, tripled, quadrupled or better since they purchased them.  For some of these readers these have been truly life altering events.

Small Cap Gems is the next phase in my evolution as a trader, investor, analyst, and journalist.

It provides several advantages compared with my other writings.

It is a medium where I can do much deeper dives into equities I believe have attractive long term potential.  They are my best ideas among small cap stocks that I have done extensive research on and hold in my own portfolio.

That last part is important and Ill disclose right now that I have or will hold positions in the vast majority of stocks in this letter. I do this because I firmly believe in their potential.

With each recommendation Im putting not just my reputation as an editor on the line, but my very own personal funds. As the old saying goes, I have skin in the game. Of course, with every write-up Ill clearly indicate my position in the stock.

I already do extensive research in the small cap area for ideas for my own portfolio.  Small Cap Gems is my way of sharing the best investment ideas I find.

Frankly, I could have been just as satisfied continuing deep dive research on powerful small cap stocks for my own portfolio just keeping them to myself.But lately Ive had many readers of my articles with Investors Alley, Seeking Alpha, and Real Money asking for more.

They see my track record. They know Im in the top 2% of all analysts on Seeking Alpha. They want part of the action.

They want to be part of the success that allowed me to retire in my 40s.

They want the kind of success that gives me money to more than cover the bills and afford the lifestyle that Ive always dreamed of.

Pick up and travel somewhere exotic? No problem.

Catch the game (any sport) and get front row seats? Just pick the date.

Enjoy a night on the town with friends and not worry about the bill? Easy.

Tuck a bit away for when Im older? Well, thats covered, too.

You see, money isnt everything. Thats true. But enough of it can make life much more enjoyable, easier, and carefree. It allows you to do the kinds of things you once only dreamed of. And other than working more hours each day, every week, all year, investing in the market is one of the only ways you can get the extra money to upgrade your lifestyle.

Its the kind of lifestyle that more and more of the subscribers to Small Cap Gems are finding themselves accustomed to.

And for a very limited time, you can too. Id like to invite you to become a member of Small Cap Gems. Id like for you to try out my service and see if you can upgrade your own lifestyle.

Let me tell you what youll get when you you join me and other individual investors as a Charter Member to Small Cap Gems .

My new Special Situations research reports. including:

• Report #1: 3 Powerhouse Stocks for Double Digit Gains these are stock just like my club operator above. Theyre growing fast, beating the market, and rewarding individual investors. They include:

• One of the largest sporting goods suppliers on the West Coast targeted for a 40% to 50% share price gain and paying you a 3.4% dividend while you hold it for the share price run-up.
• A boutique biotech firm treating a disease affecting nearly 2 million Americans. I rarely buy a stock based on it being a buyout candidate, but this one seems so likely its hard to ignore.
• And a niche player in the tech communications sector with expanding operating margins and expanding gross margins setting up a potential 77% return for investors.

New, fully researched and vetted investment recommendations every month. just before the beginning of the month so you can started early on your own due diligence. I take great pride in the articles I write on Seeking Alpha and other places, but frankly the format doesnt allow me to perform truly deep dives on profitable investment recommendations like Small Cap Gems does.

Full access to the website issue archives. Youll get all the back issues, the current issue, future issues, the model portfolio, and all special reports – right at your fingertips any time day or night.

Mid-month updates on all of our portfolio holdings, changing market conditions, new catalysts for profits, and new investment ideas Im looking at.

Live customer service during normal office hours.

50% off Instant Discount for Charter Members .

60 day full money back guarantee on your subscription.

That last one is important. You see, I want you to be completely satisfied with your subscription to Small Cap Gems or Im giving you your money back.

If at any point during the first two months of your subscription youre not entirely happy with the picks, my commentary, the updates, the direction were headed, just say the word and youll get your money back. Every penny.

Just call or email during that first 60 days to say youre out. Well refund ALL of your money promptly with no hassle and no hard feelings.

So by now youre probably wondering about the subscription rate for Small Cap Gems .

Well, the normal list price for Small Cap Gems is $199 a year. Its a fair price for the quality of research, the time Ill devote to it, and the profit potential from just one of my recommendations.

But since were just getting underway I want to make this easy for you. For a limited number of subscribers were offering a Charter Member Discounted Rate of only $99 for the first year. Thats $100 off the normal rate.

That $99 is the lowest we can go and not lose our shirts. At least thats what our accountants said when I broached the subject of offering a discount. The bean counters never want to give up money but I forced their hand because I knew for some investors it might be a lot to ask $199 sight unseen.

So that $99 works out to just $8.33 a month or put another way, $5 per research recommendation as we build out our portfolio to 20 holdings.

I hope youll give this some serious consideration and try my service starting today. Youve seen a sample of whats in store and you know my track record.

Just click the Add to Cart button below to get started.