|
Dear Investors,
Everyone knows that most people that try trading "short-term" lose money in the stock market and if you are counting on experts that tell you that the stock market is a great "long-term" investment... listen up.
There have been periods in the past where the DOW was down from a previous high for more than 20 years at a time.
As if that isn't bad enough... Wall Street firms have been plagued with a seemingly endless supply of scandals and have lost the trust of many investors.
So what exactly is the best, most consistent, way to out-perform the market year after year and where can one get truly unbiased research?
Welcome To Red Mountain Research Company
In 2001, out of frustration with the business ethics of Wall Street, I decided to "break out" and take our proprietary research directly to retail investors without all the strings attached to traditional research firms..
My name is Colleen Helm and I started Red Mountain with two very simple goals in mind.
The first is to out perform the market. The second is to be the most ethical and transparent portfolio management service available.
Our mission: to manage our own money while allowing you to watch us every step of the way and use our research to profit along with us.
Our methodology is common sense and risk averse.
Red Mountain focuses on the management of one portfolio; its founders', while showing you every move in the process.
Our philosophy is that if we are willing to put our own assets on the line, you can use that knowledge to move forward and manage your money with confidence.
Red Mountain Portfolio Management
Is As Easy As 1-2-3
Read on to discover the basis for our strategy and how we execute that strategy for consistent financial gains.
Red Mountain Research Company implements a three-prong investment strategy that advocates a fundamental approach that is rooted in the research styles of investment gurus like Warren Buffett, Benjamin Graham, and Peter Lynch.
The strategy employs Nobel Prize winning theories and uses individual equities to execute on that strategy.
Financial performance is stressed in favor of the more restrictive strategies used by traditional style "box generated" portfolios.
The Core strategy pits companies against their peer group from a financial perspective and ignores market cap, country of origin and value/growth inclinations.
We begin with a proprietary filter that screens companies for fundamental ratio analysis to determine risk and reward characteristics by making peer group comparisons.
Next, stocks are analyzed for price growth potential.
Finally, stocks are viewed from a technical perspective to determine precision entry and exit points.
Stocks receive scores between 0 - 100 from each of the fundamental, pricing and technical perspectives.
Stocks must achieve a minimum score of 50, both fundamentally and technically and must be at least 10% below a calculated target value to be considered for purchase.
Each score is weighted and the resulting total score must be greater than 70 to result in a "BUY" recommendation.
This may sound like a lot of work... It is.
We Do The Research... So You Don't Have To.
We do this full time, as professionals, for our own financial gain.
We have every intention of making money and we invite you to "ride along" as we do our best to isolate the best stocks at the best times.
Once a position is built, Red Mountain initiates a strict investment policy that determines the appropriate timing associated with their actions.
Stop loss orders are placed and managed by trailing below the highest price since the purchase date.
Red Mountain does not purchase nor accept outside research in order to maintain its independent status.
We hold the belief that the use of Wall Street generated information would only serve to depreciate the value of the service we provide in the minds and portfolios of our subscribers.
How Can You Use Our Research?
There are two ways to get the most of the Red Mountain Service...
Subscribe to the Data Mine Newsletter... It's FREE!
That will let you learn more about how we do what we do and provide insight into overall market conditions.
The Data Mine Newsletter is a condensed overview of Red Mountain's portfolio from a retrospective view.
It includes conclusions about the performance of the portfolio during the previous month, as well as comments regarding the stocks and sectors that outperformed or under performed the market in that month.
In addition, the Data Mine Newsletter will discuss the economic and market conditions that may have had an effect on the portfolio and how those dynamics may or may not shape the market and/or the portfolio going forward.
The Data Mine Newsletters are posted on the web in pdf format.
You are encouraged to download these complimentary files, which are available to subscribers and visitors to the web site.
The Data Mine Newsletters are just a small piece of the investment guidance Red Mountain Research assembles for you.
As you read these reports, it becomes apparent that the information is valid and professionally researched.
However, it is not recommended that you use archived reports as a list of stocks to buy, since the Data Mine Newsletter is presented in a historical format and market or equity fundamentals or technical indicators may have changed since those reports were published.
To receive detailed, current information and to start using the Red Mountain strategy, click here to subscribe.
When you become a Red Mountain subscriber, you have access to all the boardroom strategies that the company's professionals use to make decisions and you can start making money alongside Red Mountain's veteran portfolio money manager.
Red Mountain literally puts their money where their mouth is, by buying and selling the same stocks they recommend to you and by offering 100% transparency into their portfolio's holdings and returns.
The complete portfolio is available online and is calculated daily, allowing you to watch the results and participate by mirroring the activity of Red Mountain's professional portfolio management team.
Red Mountain Research Company does not buy or sell stocks for their subscribers.
They simply offer you the tools that come with subscribing to the Red Mountain strategy - it is your decision to choose to invest, when to invest and how much to invest. In other words, Red Mountain includes you in the decision-making process that their professionals use so that you know the results before trades are made.
To receive Red Mountain's Data Mine Reviews, and The Data Mine Trade Reports and to have complete access to the online portfolio, articles, and other timely, investor information click here to subscribe.
THE RED MOUNTAIN DATA MINE REVIEW is an e-newsletter that is sent to subscribers, after each Friday's close.
The purpose of the report is to review current holdings to determine if there has been a measurable change in pricing potential, dividend payout, fundamental or technical analysis and to report the results of that analysis.
The result of the analysis are weekly "BUY", "SELL" and "HOLD" recommendations on each stock held in the portfolio, an important component in achieving accurate and profitable trading results.
The report is also archived for trend spotting convenience.
RED MOUNTAIN TRADE REPORTS are e-newsletters that are sent to subscribers each time a trade is indicated.
Our financial experts scour the market daily for investment candidates and continually monitor stocks that are currently held or recommended for continued investment.
When we plan to make a purchase, you receive details such as calculated target price versus the current market value along with fundamental, technical and total score analysis as determined by our strict investment strategy.
When a stock is slated for sale, the report includes a brief description as to the rationale behind the decision as well as the expected gain or loss from the transaction, which is ultimately reflected in an average gain or loss per transaction calculation.
Each Trade Report comes to you prior to the intended transaction taking place, allowing you sufficient time to act on recommendations and dispelling any notion that we might use our subscriber's collective numbers to move markets in a positive manner.
This report is also archived for subscriber convenience.
Studies show that by using a systematic approach to picking stocks, the probability of achieving excess returns is increased.
There is also evidence that emotion plays a major role in the decision making process of individuals and that usually, it results in a loss to the investor.
Many scholars have determined that the single, most dependable method for success in the market place is to remove emotion. This is why Red Mountain Research Company adheres to a strict investment policy to determine the appropriate timing associated with their actions.
The results of this investment policy appear within the portfolio, in which the solidity of Red Mountain's applied principles become most apparent.
Unlike some who recommend whatever stocks happen to be in their inventory or those touting the "Best Stocks to Hold Now", Red Mountain buys, sells and holds the same stocks you do, using their time-tested investment strategy.
The Red Mountain portfolio that you can access online is actually the real-time portfolio of the company's founder, Colleen Helm.
If you would like to view and track the entire Red Mountain portfolio in real-time, and receive up to date Reports illustrating what the company's portfolio managers will do next, click here to subscribe.
THE PRESIDENT
Colleen G. Helm is the President and Founder of Red Mountain Research Company.
With over 20 years experience Ms. Helm has had the opportunity to work for large and small brokerage firms and investment banks such as Kidder Peabody, The Prudential and The Fuji Bank, both in the U.S. and abroad. She has worked in brokerage, research and portfolio management capacities.
Ms. Helm taught investment theory and advanced investments through the United States Air Force and has been invited to speak to The State of Colorado Treasurers Association and Merrill Lynch. She has also participated in financial radio shows from California to Florida and has been quoted and published in financial journals and newspapers distributed nationwide. Selected articles (published and non-published) are available to RedMountainResearch.com subscribers.
Her investment philosophy is one that has been developed over a period of years and is based in the logical theories of some of the most successful investors and financial scholars on and off Wall Street. She uses these theories to apply a strict investment philosophy to the art and science of money management where her techniques are adhered to and applied consistently. The strategy gains support and stability through the tireless application of known principles and through the application of current academic research for consistent success in the stock market.
Ms. Helm believes that integrity should be paramount in personal and business dealings. She leads Red Mountain with the highest ethical convictions and the money managed within the Red Mountain portfolio is her own. To access Red Mountain articles, receive The Data Mine Weekly and Trade Reports and to view the Red Mountain portfolio including their holdings and returns, click here to learn more and subscribe.
Within Red Mountain's web site you will find all the information necessary to manage your equity portfolio as to mirror the holdings of the company's professional money managers to the extent that is appropriate for you.
Red Mountain's model is based on allowing private investors to access the boardroom strategies of real, professional money managers and in pursuing this strategy, you are privy to all buy and sell decisions before any transactions take place.
You are also kept abreast of the specifics of all trades before they happen through the regularly emailed Data Mine Trade Report, and the Data Mine Review which is sent after each Friday's close to provide you with an up to date re-analysis of all stocks currently held in the portfolio.
Red Mountain's services are offered through the combination of the company's web site which features the real-time portfolio of the founder and through the delivery of electronic newsletters such as The Data Mine Weekly Review and The Data Mine Trade Report.
In addition, pertinent articles are available for download and The Data Mine Newsletter is a free newsletter that is posted on the web site and includes a retrospective view of the Red Mountain portfolio, the market and the economy.
Our Promise To You...
Everyday at Red Mountain Research We...
- Scour the market for good quality companies that are leaders in their field
- Determine the appropriate pricing for each of the prospective investments
- Move forward only on those stocks that are deemed undervalued
- Use technical indications to determine entry and exit points
SUBSCRIPTION TERM OPTIONS...
When you subscribe to Red Mountain Research Company, you can choose from three convenient options including annual, quarterly or monthly subscriptions.
Red Mountain's Annual Subscription offers the best value, both in pricing and in allowing you the time frame needed to begin investing effectively.
The company also offers Quarterly and Monthly subscriptions, which are a great value and when you are ready, can easily be upgraded.
When you upgrade your quarterly or monthly subscription the cost is prorated and you receive credit for your existing subscription term, which is applied, to your new subscription term. This way, you only pay for the services you are receiving. And, you can cancel online at any time.
-
Annual Subscription $198.00
-
Quarterly Subscription $61.50
-
Monthly Subscription $26.50
Try a risk-free membership to RedMountainResearch.com; where you pull the trigger on trades that are endorsed in the most valid manner possible...
Red Mountain buys the same stocks for their own portfolio and they let you watch while they do it.
If you are fed up with chasing the next "hot" stock or you have had enough of Wall Street's lack of ethics... We invite you to trade with us and see what disciplined systematic investing can do for your portfolio.
Our subscriptions are Risk Free and our performance is honest.
Click Here To Subscribe Now
ABOUT RED MOUNTAIN RESEARCH COMPANY
Red Mountain Research Company was created in 2001 and is positioned in the global marketplace as a virtual, web-based investment advisory firm.
The company furnishes its clients with buy, sell, and hold recommendations on specific stocks that it either holds or plans to hold in the company's own portfolio.
Colleen Helm, the company's founder has managed money for large and small; domestic and foreign firms in the United States, Germany and Italy. Ms Helm currently resides in Bozeman, Montana where she oversees the daily operations of Red Mountain Research Company and is slated to teach finance at Montana State University in the fall.
Ms Helm has managed money for the past 20 years and attributes her success to her education, experience and strong work ethic, alongside a fierce dedication to ethical money management.
Colleen Helm's articles also appear in the Dick Davis Digest and Physician's Money Digest along with Dentists Money Digest.
If you would like to receive more complementary reports throughout the month, please register your e-mail address. Red Mountain will not sell your address, and will delete said e-mail address upon request.
| Red Mountain Research Company Colleen G. Helm President & Founder
phone: 406.581.0946 |
|
Red Mountain Research Company is not a registered broker dealer or a registered investment adviser. Information accessed through Red Mountain neither is, nor should be construed as, an offer, or a solicitation of an offer, to buy or sell securities. Investors shall be fully responsible for any investment decisions they make, including investment objectives, risk tolerance and liquidity needs. Investors are encouraged to consult with their registered broker and/or investment adviser before making any investment decision.
|