MH Stock Reports & Portfolio Research subscribers are long-term investors with ambitious goals.
Our subscribers ask big things of our stock research portfolio.
“Can it help me grow $30,000 into $300,000 in 10 years? I want to retire early to a cabin and fish.”
“Can we grow $500,000 into $5 million in 12 years? We want to travel for 3 months every year.”
“What annual stock return will grow $1.5 million into $15 million in 10 years? We want to buy a home in Spain.”
“Can we grow a college fund from $25,000 into $200,000 in 10 years? We have two tuitions to pay.”
Our subscribers were asking for a 23%−26% average annual stock return. They were disappointed with their 4%−8% returns. They wanted to know if it was doable without excessive risk. This was our answer.
We have researched and valued companies for 33 years. We choose stocks that sell at 50% or more below their intrinsic value (worth). These stocks have the potential for 30%, 50%, or higher annual returns. Investors often hold these stocks for 1−3 years. Many stocks reach their value in that time. Some stocks have returned 300%−500% in 3−7 years. These types of stocks are in our research portfolio. They help our subscribers reach their big goals.
Ambitious Goals Need the Right Stocks
Many investors start with ambitious goals. But they soon realize their stock returns are too low. Finding the right stocks requires a lot of reading and basic math. We search through over 5,500 companies on the NYSE and NASDAQ every day. We read hundreds of annual reports, 10Ks, and 10Qs. Each annual report can take 60 to 90 minutes to read. Some investors try to use an app, software, or AI to analyze companies. A quick few minutes won’t work. Annual reports have the raw numbers investors need.
We analyze a company’s profit margins, return on equity, earnings growth, debt levels, and capital expenditures. This includes its 5, 7, and 10-year financial performance. These metrics must be improving. They drive a stock price up over time. They also drive a stock price down over time if they decrease. These criteria ensure we choose quality companies. Many investors of all levels ignore these metrics. The consequences are plummeting stock prices and heavy losses.
When to Buy and When to Sell
The last step is to estimate the company’s future earnings. We know the company’s past performance. Our estimate is always conservative. It helps minimize unforeseen risk. Then we calculate the company’s intrinsic value (worth). This gives us the stock’s value. The stock’s value is also our sale price. We then purchase the stock at 50% or more below its intrinsic value (worth).
Some stocks will be overvalued (overpriced). We will wait until their prices drop to our buy prices. This deep discount price helps us avoid overpaying for the stock. We sell the stock when it reaches its intrinsic value (worth) or is close to it. But if the stock’s intrinsic value (worth) improves enough, we keep the stock. The increased intrinsic value and holding the stock for 3−7 years are why some stocks’ total returns are 500%.
Intrinsic value is a hidden force within a company. It, too, is like the metrics we described. It can drive a stock price up or yank it down.
Why Investors Have Low Stock Returns
Some investors have asked why their mutual funds and stocks only returned 4%−8%. These returns would never allow them to reach their long-term goals. Most money managers called a 20% annual return impossible. We told investors why this was untrue.
Over 96% of money managers chase stock prices. Many of their stock purchases are pricey. The stocks have little room to go higher. The managers earn a 1%−2% quarterly stock return. This gives investors a 4%−8% annual return. A passive stock index fund’s annual return is 10.5%.
Investing Does Not Have to Be Perfect
We do not pretend that every stock goes up. A few will go down. Some stocks will have strong fundamentals and still underperform. There are many reasons a stock could drop. A CEO could change a company’s direction and affect the stock. Our research and estimates work to minimize risks and losses. We avoid most tech stocks because we lack the expertise to value them. We will also turn down a stock with a potential 300% total return if its risks are too high. Better and safer stocks always come along. Investors with long-term financial goals do not need excessive risk to reach them.
Value investing has proven to build tremendous wealth. Value investing is over 100 years old. Investors have turned tens of thousands into hundreds of thousands. Some turned hundreds of thousands into tens of millions. The famed investors Warren Buffett and Charlie Munger became billionaires from it.
How to Subscribe
The stocks in this portfolio are real. We researched and valued the companies. The stocks’ buy and sell prices are in the research portfolio. Notes about the companies will also be included. Some of these stocks we will own. We follow every stock’s financial performance from purchase to sale. The portfolio consists of 5−15 stocks. We do not believe in following 30−50 stocks. Staying informed about them is difficult. And it creates mistakes. The portfolio is updated monthly. Subscribers can choose the subscription that fits their needs.
Month-to-Month Subscribers: $200 − You can purchase our updated research portfolio every month, bi-monthly, or whatever best fits your needs. We do not offer refunds on month-to-month research portfolios. Our researched stocks are exposed once sent.
Three-Month Subscribers: $575 − You can purchase our updated research portfolio for 3 consecutive months. We offer refunds on this subscription. We subtract the cost of the month(s) already sent.
Six-Month Subscribers: $1,100 − You can purchase our updated research portfolio for 6 consecutive months. We offer refunds on this subscription. We subtract the cost of the month(s) already sent.
Some investors put 70%, 80%, or 90% of their stock investments in index funds. They invest the other 10% to 30% in individual stocks. Investors do this when they are uncomfortable investing in all individual stocks.
Stock Value Reports
Stock Value Reports: $600 Each − We can value the companies whose stocks you already own. If you have questions about their fundamentals. We cannot value most technology companies. Many of them require specialized knowledge.
We believe our stock research portfolio will help you reach your financial goals for whatever you have planned. Choose the subscription that best fits you. Let’s move toward where you want to be.
Thank you,
MH Stock Reports Research
+1 678-852-8786
PS − Large financial goals need a methodical approach to investing. Thirty percent or higher returns are rarely the result of luck. Let us help you get there.
