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   Archived Radio Shows / Testimonials

ARCHIVES OF UNCONVENTIONAL WI$DOM - The CSE Investment Show

Compound Stock Earnings Founder Joseph Hooper, and Aaron Zalewski host "UNCONVENTIONAL WI$DOM - The CSE Investment Show"- a weekly financial talk radio program. The show airs each weekend in

- Dallas KRLD 1080 AM, Saturdays 7am - 8am Central Time

- Chicago WLS 890 AM, Sundays 6pm - 7pm Central Time

- Los Angeles KABC 790 AM, Saturdays 4pm - 5pm Pacific Time

- Boston WRKO 680 AM, Sundays 8am - 9am Eastern Time

- Atlanta WGST 640AM, Saturdays 8am - 9am Eastern Time, Sundays 5pm - 6pm Eastern Time

The show's intent is to educate listeners that there is a better way to invest in the stock market: a method which provides both income and growth through consistent monthly cash flow generation - without reliance on rising markets.

To this end, a real Compound Stock Earnings client appears as a guest on the program each week to discuss their investment experiences - both before and after becoming a Compound Stock Earnings client. Tune in and you'll hear client after client making consistent returns of 3 - 6% per month using our technique, regardless of market direction.


ARCHIVES OF UNCONVENTIONAL WI$DOM - The CSE Investment Show

To listen to a show, simply click a link below.

Please note that download may take some time - each show is 1 hr long.

February 13, 2010 with Steve from Southern California

Steve is an electrical contractor from Southern California and has been with CSE for 2 years. After hearing about CSE on our radio show, he took the 2 hour free webinar then the 2 day Intensive Seminar. Steve believes that its important to treat CSE like a business in order to be successful. Steve had to kick his bad habits from being a broker and learn to stick to the rules. For Steve the clincher at CSE was the fact that he can come back for free to our seminars as often as he likes. Steve averages 3 - 4% per month using our Covered Call technique and is now investing in Credit Spreads making an average of 15% per month.

February 6, 2010 with Doug from Boston

The client of the week is Doug from Boston. Doug heard about Compound Stock Earnings on our radio show in Boston on WRKO. Initially skeptical about our claims, Doug listened to the show for two years before making a decision to come along to a seminar. The catalyst that made Doug take action was the poor performance of his retirement accounts in the market turmoil of 2008 and 2009. Doug mentions one key contributor to his success with the CSE technique is the ability to come back to our seminars over and over at no change to refresh your knowledge and network with other clients. Doug is a relatively new client having only been using our technique for six months, yet he is averaging 4 - 5% per month.

January 9, 2010 with Dean from Dallas

Dean is a 50-year-old petroleum engineer from the Dallas area and has been with CSE for 3 years. While riding his bike he heard our radio show and became interested in learning more. Dean was invested in Mutual Funds since the 80's, however, he hated not having any control of his investments. Dean began using the Covered Call technique and was averaging 4% per month. He is now using the Credit Spread technique and averaging 6% per month. Dean will be able to retire 8 - 10 years earlier than he had planned because of learning the CSE technique.

January 2, 2010 with Fred from Dallas

Fred is a CPA from the Dallas area and today was his 3rd anniversary with CSE. Fred heard about CSE on our radio show on KRLD and then attended a 2-Day Intensive Seminar. Fred comments that the most significant discovery about CSE is that with these techniques a person can retire on a lot less money than they ever thought possible because they are generating income from their investments. Fred averages 3% per month using our Covered Call technique and 6 -12% per month using the Credit Spread technique.

December 11, 2009 with Donald from Texas

Donald first heard about Compound Stock Earnings through our radio show on KRLD. Donald's initial thoughts were that CSE sounded too good to be true, however, he took the time to investigate CSE further by attending the online introductory workshop. Donald has been using the technique since March 2007 and averages 3 - 6% per month using our Covered Call technique. Donald was using our technique through the financial meltdown of 2008, never had a losing position and continued to average 3 - 6% per month. This is a great testament to the fact that the CSE technique provides a consistent return regardless of market direction.

November 21, 2009 with Hugh from California

Hugh has been a CSE client for four years and this is his fourth appearance as a guest on our radio show. Before learning CSE's techniques, Hugh was a traditional buy and hold investor but always wanted to have more control over his investments. About 18 months ago, unforeseen circumstances forced Hugh into early retirement from his businesses. Hugh now gains 100% of his income from CSE techniques. Hugh averages 5% per month and is comfortably retired living off the income from his investments.

November 14, 2009 with Steve from California

Steve heard about CSE on our radio show in Los Angeles broadcast on KABC. A short time prior to hearing our radio show, Steve had inherited some stock but was unsure exactly what to do with it. Steve decided to buy our book and attend a 2-Day Intensive Seminar. Steve has now been with CSE for one year and average 4 - 5% per month using Covered Calls and 11 - 13% per month using Credit Spreads.

November 7, 2009 with Dean from Dallas

Dean is an engineering professional from the Dallas area and has been with CSE for three years. Historically, Dean had been a mutual fund investor but was frustrated by a lack or personal control or influence over his investments. In his first two years with CSE he averaged 4% per month and now averages 6% per month using our technique.

October 31, 2009 with Fred

Fred is a CEO with a financial background who became an avid listener of our radio show each week. He liked the philosophy of consistent returns regardless of market direction and decided to sign up to attend a seminar. Fred has now been with CSE for three years. He feels one of the key contributors to his success is being able to network with other clients when re-attending the seminars (which clients can do for free). He now averages 13% per month using Credit Spreads.

October 24, 2009 with Mike from California

Mike is an international commercial airline pilot and was sick and tired of paying his financial advisor for mediocre returns. About 2 years ago Mike bought our book and started learning how to take control of his investments. Over the past two years he has referred multiple pilot friends and co-workers to CSE. Mike has been actively using the techniques for two years and is now trading Credit Spread making 7% per month.

October 17, 2009 with Gene from Dallas

This is an update show with our good client Gene from Dallas who has been on our radio show several times over the last few years. Gene has seen first hand the negative impact a broker or financial advisor can have on an investment account. Gene's mother in law placed $600,000 with a broker, only to see the broker trade the account down to a value of $15,000. After learning the CSE technique, Gene took over his mother in law's account and is able to provide her with $1,000 per month in income (6% per month) without depleting the value of the account. Gene also started using our advanced Credit Spread technique and now averages 13% per month. This is great show in the Unconventional Wisdom series that compares the results of traditional investing vs. the CSE technique.

October 10, 2009 with TJ from Orange County

TJ heard about Compound Stock Earnings through his father Tom. TJ was initially skeptical about our process, but attended an introductory workshop to get some more information. He then decided to attend a 2-Day Intensive Seminar. As we recommend in our 2-Day Intensive Seminar, TJ started using the techniques in a virtual trading account to learn the process. He has been actively investing with real money for only a few months, yet is enjoying returns of 8% per month. TJ is in the real estate development industry, so he understands the analogy of "renting your stocks" to produce monthly income.

October 3, 2009 with Rick from Dallas

The client of the week is Rick from Dallas. Rick's first exposure to Compound Stock Earnings was from listening to the radio show on KRLD in Dallas. Rick became intrigued with the techniques discussed. He attended his first 2-Day Intensive Seminar online and followed up by attending the seminar in person. Rick attributes his success with the technique to the ability to return to the seminar as many times as you want without any additional cost. Rick has been using our Covered Call technique for 1 year and is averaging 4.5% per month. Rick recently began using our Credit Spread technique, and in his first month earned an 11% return.

September 19, 2009 with Hugh

The client of the week is Hugh from California. Hugh first heard about Compound Stock Earnings on our radio show in Los Angeles in 2006. Hugh came to our 2-Day Intensive seminar in January 2007. Hugh and his wife have both been able to retire and replace their monthly income with the returns from his covered call investments. Hugh has been using our Covered Call technique for 3 years and averages between 3-5% per month. Hugh recently began using the new credit spread technique and is earning 9 - 10% per month.

September 12, 2009 with Randy

The client of the week is Randy from Atlanta. Randy first heard about Compound Stock Earnings on our radio show in Atlanta in 2006. Randy decided to take early retirement when it was offered by his company because he was doing so well with covered calls. Randy has been retired for over two years and has been able to replace his monthly income with the returns on his covered call investments. Randy has been using our Covered Call technique for 3 years and averages between 3.8-5.5% per month. Randy recently began using the new credit spread technique and is earning 9% per month.

September 5, 2009 with Larry

The client of the week is Larry from California. Historically, Larry was a typical passive investor investing mostly in mutual funds. He inherited some stocks from his Great Aunt and began selling covered calls on those existing stocks and now earns between 2.5 and 3.5 % per month. Larry also began investing new capital into the covered call technique and averages 4.9% per month. Larry recently began using the new credit spread technique and is earning 6% per month. He is able to use this technique to pay for his children's college education without touching the underlying principal of their college funds.

August 15, 2009 with Bob from Dallas

The client of the week is Bob from Dallas. Bob first heard about Compound Stock Earnings from our radio show on KRLD in Dallas. Bob is a college math professor who was drawn to the program because of the concept of compounding. He attended his first 2-Day Intensive Seminar in 2006. Bob is able to use the Covered Call technique to build his retirement accounts even though he is teaching in a classroom all day. He is able to look forward to his retirement from a career he loves knowing that he will be able to continue to generate monthly income off of his assets. Bob has been using our Covered Call technique for 3 years and averages between 3 -4% per month.

August 8, 2009 with Ray from Chicago

The client of the week is Ray from Chicago. Ray heard our show on WLS in Chicago while taking his sons to a basketball game. Ray has been using our Covered Call technique for 15 months. He was on the radio show in February and was doing quite well with returns averaging between 3-6% per month. Ray began using our new Credit Spread technique in March and is now trading Credit Spreads exclusively. Ray recently closed his mortgage brokerage business and is using our Credit Spread technique to generate his monthly income. Since starting the new advanced technique Ray has been able to increase his monthly returns to between 8 - 12%.

July 25, 2009 with Carol from Dallas

Carol and her husband heard about Compound Stock Earnings from our radio show on KRLD in Dallas. They had started trading covered calls using another technique but were unable to manage their positions if they were not called out. They had been listening to the radio show for several months and decided to attend a 2-Day Intensive. They now use our technique to generate income to finance their real estate investments. Carol has been using our Covered Call technique for 18 months and averages between 4 -5% per month. In April Carol began using our new Credit Spread technique and is averaging 18% per month.

July 18, 2009 with Allen from Arizona

The client of the week is Allen from Arizona. Allen first read about Compound Stock Earnings in an article. Allen was the typical investor who would buy a stock and wait for it to go up only to sell for a loss. Allen was retired without a pension and had depleted his life's savings. He took a reverse mortgage on his home and needed to find a way to generate monthly income with that capital. Since he began using our technique Allen has been able to generate cash income for his monthly living expenses without exhausting the underlying assets. Allen has been using our technique for 27 months and averages between 4 - 5% per month.

July 11, 2009 with Corina from Los Angeles

The client of the week is Corina from Los Angeles. In 2004 Corina found Compound Stock Earnings on the web. Corina had recently left a job and was surprised to find that she had not made any money when she took her money out of the company managed mutual funds. Corina began looking for a way to increase her retirement accounts. Corina used our Covered Call technique for 18 months and averaged 3 - 6% per month. Corina then began using our LEAPS technique. She is now able to work for herself using these techniques to generate her monthly income. She averages 8 - 10% per month on a mix of Covered Calls and LEAPS.

July 4, 2009 with Michael from Connecticut

The client of the week is Michael from Connecticut. Michael heard about Compound Stock Earnings on our weekly radio show. Michael had come into some money and was looking for a way to invest that money to grow his wealth. Michael is now using our technique to supplement his monthly income and also to increase his retirement accounts. Michael has been using our technique for 18 months and averages between 4 - 5% per month. Michael recently began using our new Credit Spread technique and is averaging 12% per month.

June 20, 2009 with Scot from Dallas

The client of the week is Scot from Dallas. Scot heard about Compound Stock Earnings from our radio show on KRLD. Scot did not have any experience managing his own investments, but wanted to find a way to do so. Scot owns his own business and was looking for a way to grow his wealth. He is now looking to sell his business and use our techniques as his sole source of monthly income. Scot has been using our covered call technique for 2 years and averages between 4 - 4 % per month. Scot recently began using our new credit spread technique and is averaging 12 - 13 % per month.

June 13, 2009 with Darren and Margie from Atlanta

The clients of the week are Darren and Margie from Atlanta. Darren had been trading since 1998 and after all his highs and lows in the market he had broken even. Darren had begun looking for a way to grow his wealth when he heard about Compound Stock Earnings from a friend. Darren has been using our technique for 12 months and averages 4% per month. Margie is an artist and has never managed her own accounts; she is excited to have taken control of her own investing and is averaging 3.5% per month over the past 12 months.

June 6, 2009 with Lynne from Atlanta

The client of the week is Lynne from Atlanta. Lynne is a therapist who heard about Compound Stock Earnings from her friends. When Lynne attended the 2-Day Intensive Seminar her father had many existing stocks which were down in value. Lynne was looking for a way to pay for assisted living for her father without selling those stocks. Lynne has been able to successfully generate enough income each month to pay her father's expenses without selling the underlying stock. Lynne has been using our technique for 1 year and averages between 7 - 8% per month.

May 30, 2009 with Jim from California

The client of the week is Jim from California. Jim is a retired Engineer who heard about Compound Stock Earnings on our weekly radio show. When Jim attended the 2-Day Intensive Seminar he had many existing stocks that he did not want to sell. Jim began using our technique to generate monthly income on his existing stock portfolio. Jim has been using our technique for 3 years and averages between 4 - 6% per month.

May 23, 2009 with Sue from Fort Worth

The client of the week is Sue from Fort Worth, Texas. Sue is a CPA and was in a real estate partnership when she heard about Compound Stock Earnings from a friend who was using our technique. When the real estate market began to decline Sue attended a 2-Day Intensive Seminar and began trading. Sue uses our technique to supplement her income and she now has the freedom to choose which jobs she does in addition to trading. Sue has been using our technique for 7 months and is averaging 6% per month.

May 16, 2009 with Kirby from California

The client of the week is Kirby from California. Kirby heard about Compound Stock Earnings from our radio show in Los Angeles. Kirby needed to find a way to replace his income when he was laid off from his job. When he heard the radio show he decided to buy our book "Covered Calls and LEAPS: A Wealth Option". Kirby then attended a 2-Day Intensive Seminar. Kirby now uses our technique to supplement his retirement income and also grow his retirement accounts. Kirby has been using our technique for 18 months, making 5 - 6% per month.

May 9, 2009 with Mike from Dallas

The client of the week is Mike from Dallas. Mike heard about CSE when a friend mentioned our radio show on KRLD in Dallas. Historically Mike had invested in mutual funds and watched those funds go up and down, hoping that his accounts would be in the right position when he needed cash. He was looking for a better way to invest and was considering investing in the real estate market. When he heard the radio show he decided to buy our book "Covered Calls and LEAPS: A Wealth Option". Mike then attended a 2-Day Intensive Seminar and has been using the technique for 11 months making an extraordinary 7-8% per month.

May 2, 2009 with Rich from Connecticut

The client of the week is Rich from Connecticut. Rich is a CPA who retired from a large accounting firm in 2006. Upon retirement, Rich wanted to take a more active role in managing his investments. Rich had not found a consistent strategy to manage his retirement accounts until he heard about Compound Stock Earnings from listening to our weekly radio show. He then bought our book "Covered Calls and LEAPS: A Wealth Option" and began using our technique. He later attended a 2-Day Intensive seminar. Rich has now been using our technique for 13 months, averaging 4.8% per month.

April 25, 2009 with Hugh from Los Angeles

The client of the week is Hugh from LA.  Hugh has been a self-directed investor for 15 years and prior to coming to CSE had a stock portfolio, but simply watched that stock portfolio go up and down.  Hugh immediately saw the value in learning to generate a cash flow from his stock portfolio.  Hugh has now been using our technique for 2.5 years and averages 3 - 6% per month.

April 18, 2009 with George from Dallas

George is an orthopedic surgeon by profession, but has spent many years trading and managing his own money. George was referred to Compound Stock Earnings by an existing client and has been using the technique for 3 years and enjoying 3 – 6% per month earnings. George fits his investing into his busy work schedule – a testament to how the CSE process can be implemented in just minutes a day.

April 11, 2009 with Jim from California

The client of the week is Jim from California. Jim is comfortably retired and attended our 2-Day Intensive Seminar as he had large existing stock positions that he wanted to “rent” to produce income. Jim has now been using our covered call technique for 3 years, making 4 – 6% per month and has never lost money on a single position.

April 4, 2009 with Gil from Chicago

The client of the week is Gil from Chicago. Gil heard about CSE on the WLD Radio in Chicago. Gil had a background in managing his own investments and had been a successful day trader for several years. Gil was coming up to retirement and ecognized that he couldn't day trade his retirement accounts as day trading carries too great a risk of loss. Gil was looking to learn a conservative, consistent strategy to manage his retirement accounts - one that produced consistent monthly returns. Gil has now been using our technique for 13 months, averaging 4 - 5% per month.

March 28, 2009 with Mark from Los Angeles

The client of the week is Mark from Los Angeles. Mark heard about Compound Stock Earnings from our radio show in Los Angeles. While he had done covered calls in the past, he was not successful as prior to coming to CSE Mark did not understand the management techniques necessary to be successful. Mark is a relatively new client, having only been using our technique for five months, yet he is still achieving almost 6% per month. This is a testament to the ease at which the CSE technique can be learned and the quickness in which it can be successfully applied.

March 21, 2009 with Herb from Dallas

The client of the week is Herb from Dallas. Herb is a commercial airline pilot and heard our radio show in late 2006. He then bought our book “Covered Calls and LEAPS: A Wealth Option” and began using our technique. Herb has been using the technique for over two years simply from learning the process from our book. He has averaged 4.5% per month over the last two years – and, at the time of the radio show, was yet to attend the 2-Day Intensive Seminar – he simply learned the technique from our book.

March 14, 2009 with Larry from New York

Larry was getting ready to sell his construction business and needed a better way to invest his money. Larry was then referred to Compound Stock Earnings by his son who is an existing CSE client. Larry comments on the show that even after 16 months of producing 3 - 6% per month in the worst market in decades some of his friends still think CSE is "too good to be true". Meanwhile, from the income that Larry is generating using our technique he can now easily retire off his assets - without selling stocks each month and depleting his asset base. This is a great show that highlights the differences between those who are willing to look "outside the box" for answers and those that simply become victims of "bad market conditions".

March 7, 2009 with Marilyn and Ed Watanabe

Marilyn's husband caught our radio show on the way home from work and realized that they he and Marilyn needed a different alternative for their investments if they were going to be able to retire. Marilyn had a substantial stock portfolio that was being looked after by a broker and was returning about 0.5% per year. Marilyn then investigated the CSE process, attended our 2-Day Intensive Seminar and has now been using our technique for 12 months earning 4% per month from the same account that her broker was earning 0.5% per year.

February 28, 2009 with Jeff from California

This is a unique show in the Unconventional Wi$dom series as Jeff is a CSE client but is also a Registered Investment Advisor. Jeff has been a Registered Investment Advisor for 20 years and comments that before CSE he didn't feel like he was adding value to his clients by recommending stocks and mutual funds - their performance was out of his control. Jeff now uses the CSE technique for his client accounts, producing returns regardless of market direction and is now adding real value. Jeff's returns have substantially outperformed the market - the broad market is down 50% year on year - his client accounts are showing positive returns. This is a very intersting show which contrasts the CSE technique vs the traditional speculative, buy and hold approach. Jeff attended the 2-Day Intensive Seminar in mid 2006, so has been using the technique for well over 2 years.

February 21, 2009 with Randy from San Diego

Randy heard our radio show in August of 2007 while driving his truck to Home Depot. Rather than going into the store to purchase his goods, he spent the next half hour listening to our radio show in the parking lot as what we were saying "made so much sense". Randy was looking to get into investments and had been investigating rental property in the San Diego area - he had also been studying the teachings of Robert Kiyosaki (Robert is the author of Rich Dad Poor Dad and who wrote the forward to our book), however, was hesitant to get invested in real estate due to declining home values. Randy signed up to attend the 2-Day Intensive Seminar and has now been using the technique for 18 months, making 6% per month.

February 14, 2009 with Ray from Chicago

Ray heard our show on WLS in Chicago while taking his sons to a basketball game. He immediately saw some differentation between our show and the other supposed "financial experts" who preach getting a return of "5% per year". Ray owns a mortgage brokerage business and comments on the show that he has complete control of money coming into his financial life as he owns his own company, however, he has no control on the back end of his money as he hands his savings to an investment advisor who produces poor returns. The CSE approach allowed Ray get control of the back end of his money, manage his savings himself and produce a return of 3 - 6% per month.

February 7, 2009 with Gerald from California

Gerald heard our radio show and was introduced to the concept of earning returns on existing stock positions by selling Covered Calls. Gerald had stopped working for a living and was looking at his portfolio and realized that he many stocks that he could be selling Covered Calls against to generate income rather than liquidating those stocks for income and eventually running out of assets in retirement. Gerald attended the 2-Day Intensive Seminar and has been using the technique for 2 years averaging 3- 6% per month.

December 13, 2008 with George from Atlanta

George has an extensive background in the real estate business, having been a real estate agent and been the owner of a property management company. Looking to extend his knowledge in the stock market, George went to a seminar in Florida which taught Covered Calls and the name "Joseph Hooper" kept being mentioned by the attendees of the seminar. Several years went by and the real estate market starting performing poorly, so George decided to look up "Joseph Hooper" on the internet and see if he could generate an alternative stream of income using Covered Calls. George has now been using the our technique for about a year, making 3 - 6% per month.

December 6, 2008 with Tommy from Louisiana

Tommy attended the ill fated New Orleans 2-Day Intensive Seminar which was conducted on the weekend that Hurricane Katrina hit the city. Luckily, Tommy and the rest of the attendees of the seminar were able to evacuate the city without injury. Interestingly, Tommy was an investment professional and has been a Registered Investment Advisor. He comments on the show that the CSE technique is far superior to the traditional investment approach of "buy and hold", as it provides consistent returns regardless of market direction. Tommy has been using the technique for 3 years and is making 3 - 6% per month.

November 29, 2008 with Norm from Canada

Norm heard our radio show on the Internet and purchased our book "Covered Calls and LEAPS: A Wealth Option". The strategies outlined in the book made sense to Norm so he signed up to attend the 2-Day Intensive Seminar in Boston. This is an interesting show as norm is a relatively new client and provides perspective on getting started with the CSE technique. Norm has been actively using the technique for just 10 months yet is still averaging 4% per month.

November 22, 2008 with Michael from LA

Michael heard about Compound Stock Earnings from his Doctor. Michael's doctor heard our radio show and knew Michael was a self directed investor and wanted his opinion on our technique. Michael investigated the process on our website www.compoundstockearnings.com and then signed up to attend the 2-Day Intensive Seminar. He has now been using the technique for 2 years, averaging around 3.5% per month. Many of his friends and colleages are now CSE clients.

November 15, 2008 with Larry from New York

The client of the week is Larry from New York.  Before learning about CSE, Larry sat down with his accountant to talk about retirement and was incredibly discouraged when his CPA said he should expect a 5% return on his money.  Larry knew, based on this return, that retirement was not possible for him.   Larry then heard about CSE from his son who is a CSE client, signed up for the seminar and has now been using the technique for 12 months, making 4.1% per month.  Larry is in the construction business and had never bought a stock before coming to CSE.

November 8, 2008 with Ben and Bobbie from Texas

The clients of the week are Ben and Bobbie from Fort Worth. Ben and Bobbie have been using our Covered Call technique for about 18 months. Historically, Ben and Bobbie had been invested in mutual funds and had simply watched those funds go up and go down. Ben realized that if the funds were down at a particular point in their retirement, and they were drawing income from the account, they would deplete the account very quickly. Ben and Bobbie have been using the technique for 18 months, making 3 – 6% per month.

November 1, 2008 with Ken from California

Ken found CSE at a Rich Dad Poor Dad Investor's Workshop in LA. He listened to a number of presentations from many investment education providers, but was impressed by CSE as we were the only company in attendance that wouldn't let prospective clients sign up for our services at the event - we required prospective clients to attend another free workshop to better understand what we do before signing up. Ken has been using the technique now for several years, making 3 - 6% per month, and is retired as a result of what he learned from CSE.

October 25, 2008 with Ken, Greg and Randy

This week’s show is a special episode. This week we have three long-term CSE clients on the show, Greg, Randy and Ken to discuss the current market conditions and how they are continuing to generate retirement income in this market – without selling any stocks. Right now most investors are wondering how they are going to retire – or how they are going to stay retired – given the market’s poor performance. This is a great testament to how the CSE technique allows clients to retire with the
certainty of income regardless of market direction.

October 18, 2008 with Amber from North Carolina

Amber is a relatively new client, having been with CSE since February. Amber is a new Mom and uses the CSE process at home, allowing her to generate an income stream while staying home with her new born. Amber's Father is also a CSE client, however, Amber has gained such proficiency using the technique she now manages her Father's account. Amber and her Father had numerous existing stock positions before coming to the CSE process.  After learning the technique, they are now generating a return from those stock positions each month, rather than just watching them go up and down.  Amber averages 4 – 6% per month.

October 11, 2008 with John from Los Angeles

John heard about CSE on our radio show on KABC in Los Angeles. He was drawn to the program by our comment on the show that "there is no reason that you should ever lose money on a stock position". Being an experienced trader, that comment drew John's attention. John then signed up for our 2-Day Intensive Seminar and has been using the technique for 12 months making 4 - 6% per month.

October 4, 2008 with Carol from Boston

Carol originally heard about CSE on our radio show on WRKO in Boston. Carol then bought our book and started learning about the technique. Carol had a small account of her own, however, had just inherited her Aunt's estate. She immediately felt the responsibility that she needed to grow the inheritance money, rather than merely spending it. Carol comments on the radio show that she had zero investment experience prior to coming to the CSE program: she had never bought a stock before in her life. Carol now averages 3 - 6% per month on her investments.

September 21, 2008 with Earl from New Mexico

Earl heard about CSE while playing golf with a friend. He then bought our book and began learning about the technique. Earl began applying the technique just from the knowledge gained from our book - making 3% per month. Earl then decided to take the next step and attend our 2-Day Intensive Seminar. He has now been a CSE client for 14 months and averages 6% per month. Earl comments that he is retired and using the CSE technique to manage 60% of his retirement assets. He is making more income in his retirement account than he is legally allowed to withdraw, allowing his retirement account to keep growing even while he is withdrawing income to live on.

September 14, 2008 with Sandy from California

Sandy is in the building business in California and was noticing a significant decline in business due to the depression in the housing market. When Sandy heard our radio show on KABC he thought that perhaps this could be a strategy that could use to replace his income. Sandy signed up for our 2-Day Intensive Seminar and has been using the technique for over 12 months. His first 12 months produced a return of 4.18% per month.

September 7, 2008 with Paul from California

Paul came through our 2-Day Intensive seminar in October 2007 and has been actively using the technique for 12 months, averaging 3% per month. Paul comments that due to the consistency of his returns it is the first time in his investment life that he has felt comfortable and in control of his investments. Paul is retired and is generating more income from his assets than he needs to live on. As such, he is growing his retirement account even while in retirement.

August 30, 2008 with Jack from Saudi Arabia

This week we have our great client Jack S., from Texas on the show. Jack has been stationed in Saudi Arabia for 20 years working for a major oil company. Three years ago, Jack was leading up to retirement and he was investigating better methods to invest to allow for retirement income and growth of his assets. Jack has now been using our technique for 3 years, averaging 4 –5% per month and comments he has never lost money on a single position using our technique.

August 23, 2008 with George from Florida

George is one of our longest-term clients, having been with CSE for 6 years. George came to us before retiring, built his assets, sold his business and then retired to Florida. He now derives 100% of his retirement income from our Covered Call technique. George has four accounts, and his monthly return objectives of 3% allows him to live off just one of these accounts, while the other three are left to build and compound.

August 16, 2008 with Bill from Texas

Bill found CSE's website through a Google search about three years ago and has been actively investing using our technique for two years. Prior to coming to CSE, Bill had been using some speculative trading strategies and had almost lost his entire investment account. Bill recognized he needed another strategy and, most importantly, he recogized that the strategy needed to be non-speculative. Bill comments what drew him to our program was the fact that majority of what we teach is how to manage positions when stocks go down. Bill has been using our technique for two years, making 4.7% per month. He has now also taken over his mother's account and is also managing it to produce retirement income for her.

August 9, 2008 with Rod from Atlanta

Rod is a long term CSE client and has been using the technique for two years. Rod originally heard about us on the radio in Atlanta and actually attended our first 2-Day Intensive Seminar in Atlanta. Rod comments when he first started using the technique he was averaging 3 - 4% per month, and he has now moved into our higher returning LEAPS technique and is averaging 6 - 8% per month.

August 2, 2008 with Tim from Ohio

The client of the week is Tim from Ohio.  After feeling he had been taken advantage of by traditional investment advisors for many years, Tim went on a process of educating himself about his investments.  During this process he noticed the term “Covered Calls” consistently being referenced as a conservative and high yielding strategy.  Tim then found our website, bought our book and has been using the technique for 12 months making 3 – 6% per month.  

July 26, 2008 with Mike

Mike had historically been an index fund investor for 15 years, earning 6 - 8% per year, and was looking for a better way to invest his money. Mike heard our show on WLS in Chicago, bought our book and then attended a 2-Day Intensive Seminar. Mike has now been actively using our technique to manage his investments, earning 3 - 6% per month. Interestingly, this Mike began using the technique right when the market begas to turn in October 2007 - yet his rate of return remains constant at 3 - 6% per month.

July 19, 2008 with Larry from New York

The client of the week is Larry from New York. Larry heard our radio show “Unconventional Wisdom” in NYC and then bought our book “Covered Calls and LEAPS: A Wealth Option”. Larry’s objective with the technique was to get his money out of the hands of professional advisors and grow his account. Larry has also introduced his Father to the technique, who is now managing his IRA using the technique. Larry comments that the technique has enabled his Father to make plans to
retire in six months.

July 5, 2008 with Mike and Terry from Atlanta

The clients of the week are brothers Mike and Terry from Atlanta. Mike had used Covered Calls in the early 90’s through his broker and recently gained an interest in using Covered Calls in his portfolio again. Mike then bought our book “Covered Calls and LEAPS: A Wealth Option” and both Mike and Terry are now using the technique producing 4 – 5% per month.

June 21, 2008 with Richard from Los Angeles

Richard is a long term client having been with CSE for almost two years. Richard had been a mutual fund investor his entire life and had a conversation with his broker saying that he needed 12 - 15% per year on his IRA in order to retire. The broker said to Richard "that can't be done". Richard is a business owner and was faced with the dilema of never being able to retire from his business. Richard then heard our radio show, signed up for a 2-Day Intensive Seminar and is now enjoying a 4% per month return on his investments.

June 14, 2008 with George from Dallas

George has sold Covered Calls for about 25 years and has used numerous Covered Call strategies before coming to CSE. George heard our radio show on KRLD in Dallas and also had a close friend who was an existing CSE client. George sat down with his friend to compare strategies and returns. While doing this he discovered his friend, who was using our technique, was making substantially higher returns than he was. George then signed up to attend a 2-Day Intensive Seminar. George has been using our technique for 2 years, averaging 4% per month return.

June 8, 2008 with Don from Arkansas

This week we have our great client Don from Arkansas on the show for an update on how his investing is doing recently.  Don has been with CSE for 3 years, was a presenter at our 2007 Masters Class and specializes in our LEAPS technique.   Don is now retired and uses our Covered Call / LEAPS technique to generate retirement income.  Don makes comment on the show that even though he is withdrawing funds on a monthly basis to provide retirement income, his retirement accounts continue to grow.  The goes against conventional wisdom, where investors are told they will gradually “eat away” their retirement account.  

May 17, 2008 with Jack S. from Saudi Arabia

This week we have our great client Jack S., from Texas on the show. Jack has been stationed in Saudi Arabia for 20 years working for a major oil company. Three years ago, Jack was leading up to retirement and he was investigating better methods to invest to allow for retirement income and growth of his assets. Jack has now been using our technique for 3 years, averaging 4 –5% per month and comments he has never lost money on a single position using our technique.

May 1, 2008 with Richard from New York

Richard heard our radio show in NYC and was interested in learning more as he just came into a large inheritance. Richard was speaking with traditional investment advisors who were providing advise on how to invest his inherited funds. Richard was not impressed as all the advisors were using the same sales pitch. Richard has now been using the technique for 12 months averaging 4.2% per month.

May 3, 2008 with Rick from Chicago

The client of the week is Rick from Chicago. Rick is a long-term client and attended our first CSE seminar in Chicago. Rick had historically been a mutual fund investor and was looking for a better way to invest his money. Rick is now very proficient with the use of our technique, averaging 3% per month using Covered Calls and over 5% per month using LEAPS.

April 26, 2008 with Terry B., from Arizona

This week we have Terry B., from Phoenix on the show. Terry is in the property development business and heard about CSE through his brother, Randy. Terry has been using the technique for 18 months and making 3 - 4% per month. He comments on the show that he will be in a position to retire in just 2 years due to the use of our technique. His brother, Randy, has already retired through the use of the CSE method.

April 19, 2008 with Tom and Blake from California

The clients of the week are Father and Son Tom and Blake from California. Tom initially came to our 2-Day Intensive Seminar, then got his son, Blake, involved in using our technique. They speak each day while managing their accounts. On the show, Tom comments that Blake is more efficient using our technique. This is a testament to a comment we make regularly at our 2-Day Seminars – that young people pick up the technique very quickly. They do this because, unlike their parents, they are a “clean slate” and just follow the rules.

April 12, 2008 with Fred from Dallas

Fred is a CPA and is a partner in a large accounting firm in Dallas. Fred was looking for something better to do with his investments and had attended multiple investment seminars trying to find the right strategy for him. Being an accountant, our concept of "hold your assets and generate cashflow" resonated with Fred. Fred comments that the real key to this process and where our technique differs from all others, is learning the techniques that allow cash flow generation from fallen positions. Fred attended our 2-Hr Introductory Workshop and then signed up for a 2-Day Intensive Seminar. Fred has now been using our technique for 18 months and averaging 3 - 6% per month in cashflow.

April 5, 2008 with Don from NYC

Don is in retirement and needed monthly cashflow and was referred to us through a good friend in Florida who was an existing CSE client. Don has a background in the financial broadcasting industry, being a financial news presenter. Given his background in the industry, Don originally thought our program was "too good to be true". He has now been using the technique averaging 3% per month.

March 29, 2008 with Frank from Orange County

Frank has historically been a successful real estate investor and heard our radio show “Unconventional Wisdom” where we were discussing the comparisons between renting real estate and learning to rent stocks. This analogy resonated with Frank and he purchased our book “Covered Calls and LEAPS: A Wealth Option” then attended a 2-Day Intensive Seminar. Frank now earns 4 – 5% per month return on his stock investments.

March 22, 2008 with Paul from California

The client of the week is Paul from California. Paul is a retired Minister and was seeking a more in-depth education on the covered call technique. Paul bought several books on the topic, one of which was our book “Covered Calls and LEAPS: A Wealth Option”. Paul then decided to attend a 2-Day Intensive Seminar and has been using our technique for 6 months averaging 3 – 4% per month.

March 15, 2008 with Kyle from Boston

The client of the week is Kyle from Boston. Kyle learned the technique from our book “Covered Calls and LEAPS: A Wealth Option” and has been using the technique for 12 months averaging 4.25% per moth. Kyle has been a self-directed investor for 15 years and comments on the show that for the first time in his investment life he has confidence and consistency in his investments.

March 8, 2008 with Jim from New Hampshire

Jim is a long term CSE client having used the technique for 2 years. Jim originally heard about CSE on our radio show and was extremely skeptical. Jim then attended our 2-Hr Online Introductory Workshop and was still extremely skeptical. Jim even remained skeptical after attending our 2-Day Intensive Seminar. Jim is a retired school teacher and has averaged 3.5 - 4.0% per month over the past two years.

March 1, 2008 with Amy from Dallas

The client of the week is Amy from Dallas. Amy was dissatisfied with the performance of her investments under the direction of a traditional financial planner. She heard our radio show and decided to attend a 2-Day Intensive Seminar. Amy had no experience in the market, yet now manages five accounts and averages 3 - 6% per month over the past 18 months using the technique.

February 23, 2008 with Bruce from California

The client of the week is Bruce from California. Bruce heard our radio show on KABC in Los Angeles and was immediately interested in learning to take control of his investments and achieve a better return. Bruce came through our 2-Day Intensive Seminar, opened a virtual trading account to learn the technique and is now managing his retirement funds generating an income stream of 3% per month.

February 16, 2008 with Fred from Atlanta

Fred heard about CSE from Mark Dannenberg (CSE seminar presenter) prior to Mark joining our team.  As Mark was a senior member of the fortune 500 company they both worked for, Fred’s interest was peaked.  Fred signed up to attend our Atlanta seminar and has now been using the technique for 15 months, averaging 3% per month.

February 9, 2008 with Bob from New Mexico

This week we have Bob P., from New Mexico on the show. Bob found out about CSE through an internet search and has a very interesting story. He had his investment portfolio with a traditional broker and, after learning our technique, took over control of those stocks. Bob still owns the same stocks as before, however, now he is generating $40,000 to $60,000 of cash income per month (3 – 4.5% per month) by using our technique. This is simply free money has had been leaving on the table by not selling Covered Calls against his stocks.

February 2, 2008 with Richard from California

This week we have Richard from Los Angeles on the show. Richard is self employed and had been a broker directed investor for 20 years. Before becoming a CSE client, Richard called his broker and expressed concern about maintaining his standard of living in retirement. It was clear that based upon his assets, he would need to achieve a greater than 10% per year return in his retirement account to maintain his standard of living. A few days after his broker stated such a return was not achievable, Richard heard our radio show on KABC. Richard now enjoys 4% monthly returns on his investments.

January 26, 2008 with Carl G., from Texas

The client of the week is Carl from Texas. Carl has been a CSE client for approximately 2 years and is a Pension Fund manager. Carl averages 5% per month in the Pension Fund he manages using our technique and also manages his personal accounts using our technique. Carl recently built a new house and paid for it 100% with the cash flow generated using our Covered Call technique. This is a fantastic show with a very experienced professional investor who uses the CSE technique.

January 19, 2008 with Virginia from Chicago

The client of the week is Virginia G., from the Chicago area. Virginia had been a broker directed investor and had lost ¾ of her investment portfolio during the technology market downturn in 2000. Upon hearing our radio show on WLS in Chicago, Virginia was immediately interested in our Covered Call technique as she needed to get her investments back on track. Virginia then signed up to attend our 2-Day Intensive Seminar and has now been using the technique for 18 months and averages 3 –7% per month in cash flow.

January 12, 2008 with Greg B., from Dallas

Greg attended his first 2-Day Intensive Seminar in early 2006 and has been actively using both the Covered Call and LEAPS technique for over two years.   Greg’s motivation for learning our technique came after the sale of his events management business, where he desired to use the proceeds of the sale to replace the income he enjoyed from running his business.  This is a common story we hear at CSE almost everyday – we have hundreds of clients who have been successful business owners and have sold their business for substantial sums, yet then find themselves in a dilemma regarding how best to use the capital from the business sale to replace their incomes.

January 5, 2008 with Tom P.

The client of the week is Tom P. Tom had been a broker for 20 years and heard about our program through a friend who was already using the CSE method. Tom was skeptical at first at the returns quoted, but came to our 2-Day Intensive Seminar to investigate the process further. Tom has now been using the technique for 2 years and averages 3% per month in cash flow. He spends only 1 hour a week managing his account.  

December 29, 2007 with Lucy K., from California

The first time Lucy appeared she had been using our technique for just 7 months. Lucy has now been using our technique for a full year and has averaged a consistent return between 4 - 5% per month during the last 12 months. Lucy is an at home Mum and uses our Covered Call technique to grow her wealth in only a few minutes a day. Lucy is a regular attendee at our LA 2-Day Intensive Seminars and has come such a long way in her knowledge and skill level with our technique. A testament to this is that she is now successfully moving into the higher returning Calendar LEAPS Spreads technique.

December 22, 2007 with Mac from Texas

The client of the week is Mac from Desoto, Texas. Mac heard about CSE from a friend who has been a CSE client for many years. Initially Mac ignored his friend’s advice to check out the CSE program, however, as months and months went by and his friends returns remained consistently in the 3 – 6% per month range, Mac decided to investigate the program a little further. Mac has now been using the technique for 12 months and averages 5% per month.

October 20, 2007 with Randy from Atlanta

This week we have our client Randy from Atlanta on the show. Randy heard our radio show in Atlanta and then came through our 2-Day Intensive Seminar about 9 months ago. Randy is preparing to retire and needed a better method to invest his money. Previously, he had unsuccessfully tried other speculative investment strategies. Randy is now using the CSE method on both existing stocks and for new positions and is averaging 3.5% – 4.0% per month.

October 06, 2007 with Jeff from Boston

Jeff is a self confessed talk show junkie and heard our show on WRKO in Boston one Sunday morning. Historically, Jeff had been a mutual fund and property investor and was looking for a better way to invest his money. This is an interesting show, as Jeff has only been using the technique for 6 months and it provides a good insight into the getting started and learning process of a new client. Jeff averages 4% per month using our technique.  

September 29, 2007 with Bob from Van Alstyne

This is an update show with our great client Bob from Van Alstyne, Texas. Bob heard our show on our Dallas station KRLD and, being a math teacher, immediately understood the power of generating a monthly return and compounding it. Bob attended our 2-Day Intensive Seminar 12 months ago and realizes 3% per months return.

September 22, 2007 with John from Florida

John has decades of experience in the markets, having spent 22 years as a stockbroker for the two biggest brokerage firms in the country. John ended his career as the head of client education for a major discount broker. John has been using the CSE technique for 4 years and averages 3.78% per month. The technique has provided him with significant retirement income and allowed him to put multiple children through college, while retired. This is a great show in the Unconventional Wis$dom series.

September 15, 2007 with Rich from Chicago

The client of the week is Rich from Chicago.   Rich has been a traditional investor for 25 years and heard our show on WLS in Chicago.  Rich liked the philosophy or “growth through cash flow” and attended our 2-Day Intensive Seminar about 12 months ago.  Rich is now averaging 4.2% per month income from his investments.

September 1, 2007 with Eric from Michigan

The client of the week is Eric from Michigan.   Eric has a background in the finance industry, having been in the brokerage business for many years.  Eric is now a hedge fund manager and is using the Covered Call technique in his hedge fund, earning 3.5% per month cash flow.  This is a unique and very important show in the Unconventional Wisdom series, as we talk to Eric in great detail on the philosophy of growth through generating cash flow vs. the traditional philosophy of buying a stock and hoping it goes up. 

August 25, 2007 with Don from Arkansas

This week we have our great client Don from Arkansas on the show for an update on how his investing is doing recently.  Don has been with CSE for 3 years, was a presenter at our 2007 Masters Class and specializes in our LEAPS technique.   Don is now retired and uses our Covered Call / LEAPS technique to generate retirement income.  Don makes comment on the show that even though he is withdrawing funds on a monthly basis to provide retirement income, his retirement accounts continue to grow.  The goes against conventional wisdom, where investors are told they will gradually “eat away” their retirement account.  

August 18, 2007 with Linda from Boston

The client of the week is Linda from the Boston area.  Prior to hearing about CSE, Linda was managing her own accounts using speculative stock techniques.  Linda then came though our 2-Day Intensive Seminar about a year ago and is now averaging 4% per month using our technique. Linda comments that learning our technique has allowed her to make plans to retire in a few months. 

August 4, 2007 with Rick fom Boston

The client of the week is Rick from Boston. Rick is in the restaurant business in Boston and has been an investor for 15 years. Rick heard our radio show in Boston on WRKO and signed up to attend a 2-Day Intensive Seminar. Rick has also attended the 2007 Masters Class and the 2008 Round Up. Rick now averages 3% per month from his investments.  

July 21, 2007 with Norm from California

The week we have a relatively new client as our guest on the show – Norm from California. Norm heard about CSE on KABC Radio in LA and soon after attended our 2-Day Intensive Seminar. Norm’s objectives with learning the technique are to build his retirement accounts prior to retirement and to have his assets producing more substantial levels of income once he reaches retirement. Norm is achieving 4% per month return on his investments using our Covered Call technique.

July 14, 2007 with Roger and Matt V., from Dallas

Roger began attending our 2-Day Intensive Seminars and, after having great success using our technique, he brought his Son, Matt, to the seminar to learn the method. While both Roger and Matt are at very different stages of their financial lives - the CSE technique is highly beneficial to both. Roger's objectives with the technique are to build his wealth prior to retirement and then to provide retirement income. Conversely, Matt is using the technique to compound his assets so, by the time he leaves college, he will be able to use the CSE technique as a sole source of income. Both Roger and Matt are achieving the monthly 3 – 6% returns.

July 7, 2007 with Fred C., from Dallas

Fred is a great client and very regular attendee at our Dallas 2-Day Intensive Seminar. Fred has been using our Covered Call technique for about 18 months and now manages around 20 accounts using our Covered Call and LEAPS technique – averaging over 5% per month. Fred has now introduced his wife and daughter to our Covered Call technique and they too are now regular attendees of our Dallas 2-Day Intensive Seminar.  

June 30, 2007 with Mike from Boston

Mike originally heard our radio show on WRKO in Boston and was interested in using our technique in his SEP IRA and some cash accounts – accounts which had historically been invested in mutual funds making 4 - 5% per year. Mike has been using our technique for nine months and averaging 4.5% per month .

June 23, 2007 with Ken M., from Orange County

Ken was originally introduced to CSE when he heard us present at a Robert Kiyosaki Rich Dad Poor Dad Investor’s Workshop in LA. Ken has now been using our technique for 2 years, averaging 3.5% – 4.5% per month. Ken has been so successful he has now introduced his wife, Linda, to our technique. Ken and Linda are both regular attendees of our LA 2-Day Intensive Seminar.

June 16, 2007 with Randy from Atlanta

This week we have our client Randy from Atlanta on the show. Randy heard our radio show in Atlanta and then came through our 2-Day Intensive Seminar about 9 months ago. Randy is preparing to retire and needed a better method to invest his money. Previously, he had unsuccessfully tried other speculative investment strategies. Randy is now using the CSE method on both existing stocks and for new positions and is averaging 3.5% – 4.0% per month.

June 2, 2007 with Tony G., from Dallas

The client of the week is Tony G., from Dallas. Tony is an accountant and heard our radio show on KRLD 1080AM in Dallas. He then studied our book and decided to come along to a 2-Day Intensive Seminar to enhance his knowledge of our technique. Tony has been using our Covered Call technique for 12 months, and is making a little over 4% per month.

May 12, 2007 with Mark S., from Flower Mound

Mark has been a stock and options trader for 20 years. He comments on the show that he has accumulated probably $30,000 worth of options trading tapes and books over that time. Mark also notes that the management techniques taught by CSE are the missing link that has allowed him to be successful with his investments. Mark averages 4.6% per month using our Covered Call technique. He also was able to double (100% return) one of his retirement accounts last year by using our advanced LEAPS technique. Mark has now left his job as a high paid executive for a public listed company and lives full time off the income generated using our technique.

May 5, 2007 with Bruce from New York City

Bruce has been through our 2-Day Intensive Seminar and has been using our Covered Call technique for 1 and 1/2 years, averaging 4 – 5% per month. Prior to coming to the CSE process, Bruce was trying to find a better way to invest his money and had been unsuccessfully speculating with options. Bruce’s success with our technique has now enabled him to invest full time as a sole source of income.

April 28, 2007 with Mary M., from Dallas

Mary is one of a select few who has a long and ALSO successful background of being a technical trader. Mary has been, and continues to be, successful as a futures trader, however learned about CSE during an investment club meeting and decided to attend our 2-Day Intensive Seminar. Mary as been applying our method along with continuing her futures trading. She averages 4% per month on her CSE Covered Call transactions.  

April 21, 2007 with Bob B., from Boston

The client of the week is Bob from Boston. Bob has been using our Covered Call technique for 12 months now. Bob happened to stumble across our radio show while he was painting his rental property and appreciated the concept of “renting out your stocks”. Bob had historically been a mutual fund investor and is now making 4.5% per month using our Covered Call technique. Bob’s income using Covered Calls is now twice that of his salary.

April 14, 2007 with Tom from Minnesota

Tom is a long term CSE client and has been using our Covered Call technique for 2 years and averages 4.5% per month. This is a very interesting show, as Tom works in the financial industry and holds a series 7. Even with his background and involvement in the financial industry, Tom elects to manage his own money using our Covered Call technique, rather than through traditional investments.

April 7, 2007 Nancy C., from Texas

Nancy found Compound Stock Earnings through a trading support group she has been involved with for several years. Nancy came through our 2-Day Intensive Seminar about seven months ago and was initially skeptical that our method could produce cosistent 3 - 6% monthly returns. However, her skepticism was quickly relieved when she spoke with 40 - 50 existing CSE clients at her first 2-Day Intensive Seminar who were already making the quoted returns. Nancy is now a successful CSE client, making 5.25% - 6.25% per month on her investments.  

March 31, 2007 with Julie R., from Loisiana

Julie has been using our Covered Call technique for just six months - yet is averaging 4.7% per month on her investments. This is a great show for those who are new to investing and are not certain whether they can effectively take control of their own investments are make money from day 1. This show is a great testament to the ease at which novice investors can learn the CSE method easily over a weekend seminar and be immediately successful with their investments.  

March 24, 2007 with Ed from Texas

We had Ed on the show about 4 months ago and this is an update show to see how Ed is doing. Ed has now been using our technique for 9 months and is still averaging over 5% per month. This is a particularly interesting show as Ed makes comment about how his returns have remained consistent at 5% per month – regardless of the correction in the market. The reason this is so, is because the CSE method is non directional method of generating monthly cashflow - monthly cashflow levels remain constant regardless of market direction.  

March 17, 2007 with Ken M., from Orange County

The client of the week is Ken M., from California. We met Ken several years ago at the Robert Kiyosaki Rich Dad Investor’s Workshop in LA. Ken has now been using our Covered Call technique for over 2 years, and averages 3.5 – 4.5% per month. His wife, Linda, now also uses our technique. Ken is a regular attendee of our LA 2- Day Intensive Seminar.

March 10, 2007 with Linda from Louisiana

Linda has been using our Covered Call technique for over a year and is making 5% per month. She has just moved onto using our advanced LEAPS technique. Interestingly, Linda had never bought a stock before coming to the CSE process. This is great support of our comment that novice investors are at a significant advantage when using our technique - experienced investors must first do a lot of unlearning before they can invest the CSE way.

March 3, 2007 with Fred C., from Dallas

Fred is a great client and very regular attendee at our Dallas 2-Day Intensive Seminar. Fred has been using our Covered Call technique for about 18 months and now manages around 20 accounts using our Covered Call and LEAPS technique – averaging over 5% per month.  Fred has now introduced his wife and daughter to our Covered Call technique and they too are now regular attendees of our Dallas 2-Day Intensive Seminar.  

February 24, 2007 with Ron from Seattle

Ron originally heard about us from a co-worker who was an existing CSE client.  Ron then attended our ill-fated New Orleans seminar about which was interrupted by hurricane Katrina.   Ron has now been using our Covered Call technique for 2 years.  Ron manages both a current income account which he uses to supplement his monthly income and also manages and IRA which he reinvests each month to compound.  Ron achieves an average return of 3 – 4% per month.

February 17, 2007 with Bob from Boston

Bob has been using our Covered Call technique for 12 months now.  Bob happened to stumble across our radio show while he was painting his rental property and appreciated the concept of “renting out your stocks”.   Bob had historically been a mutual fund investor and is now making 4.5% per month using our Covered Call technique.  Bob’s income using Covered Calls is now twice that of his salary.

February 10, 2007 with Sabrina from Dallas

Sabrina is a relatively new to our Covered Call technique, having been with us for just two months.  Sabrina is an attorney and new mother and was encouraged to attend our Tuesday Night Online Introductory Workshop by her husband who heard our radio show in Dallas.  After being initially reluctant to become involved, Sabrina attended our 2-Day Intensive Seminar and is off to a great start making $10,000 in her first month.

February 3, 2007 with Mark S., from Dallas

This is an update show with our great client Mark from Dallas.  Mark has been with us for 18 months and we brought him on the show this week as he just completed his first year of using our advanced LEAPS technique.  Mark was about to achieve a return of 10.2% per month on is LEAPS positions – resulting in him doubling his retirement account in 12 months (100%) return.  Mark also uses our Covered Call technique and returns 4.5% per month.

January 27, 2007 with Steve from Dallas

This week we have Steve on the radio show.  Steve was introduced to us by his son, who also invests using our technique, and came to our program after an unsuccessful attempt at high risk/high return option speculating.  Steve has been using our technique for just six months, yet is averaging a return of over 5% per month using traditional Covered Calls.  Steve is yet to retire, however, could do so right now due to the returns he’s now generating off his assets.

January 20, 2007 with Carlton R., from California

Carl is a long-term client and has been using our Covered Call technique for five years.  Before meeting us, Carl was a speculative trader and had lost around $300,000 gambling with stocks.   Carl was then introduced to our program for through a coworker and then began making money using our method from day one.   Carl now consistently applies the CSE process and enjoys monthly returns between 4 – 5%.   He has also now got his son involved, and he is also enjoying returns in the range of 4 – 5% per month.

January 13, 2007 with Manny G., from Dallas

Like many of our cleints, Manny came to us after being disatisfied with the financial education provided by other speculative options trading companies. He and his wife, Krista, now use our Covered Call technique in their retirment accounts to build their wealth averaging a return of 4% per month from their investments. Manny knows first hand the value of a consistent monthly return vs the roller coasting ride of speculative trading

January 6, 2007 with Brian from Dallas

Brian is a long term Compound Stock Earnings Client. We asked Brian to come on our radio show when he stood up in our Dallas 2-Day Intensive and told the audience how he had doubled his retirement account in the previous year using our LEAPS technique (100% return). LEAPS are an advanced technique. They are similar to Covered Calls, yet require more time and management commitment. Rather than the normal 3 - 6% per month, experienced practitioners of our technique can acheive returns of 7 - 12% per month using LEAPS.

January 6, 2007 with Stephanie from Dallas

The client of the week is Stephanie from Dallas. Stephanie is a young business owner and was introduced to our program by her Father, Fred. Stephanie had very little background in investing before attending our 2-Day Intensive Seminar. She has now been using our technique for 4 months, and averaging a return of 4 –5% per month during that period.

December 30, 2006 with Lucy K., from California

The first time Lucy appeared she had been using our technique for just 7 months. Lucy has now been using our technique for a full year and has averaged a consistent return between 4 - 5% per month during the last 12 months. Lucy is an at home Mum and uses our Covered Call technique to grow her wealth in only a few minutes a day. Lucy is a regular attendee at our LA 2-Day Intensive Seminars and has come such a long way in her knowledge and skill level with our technique. A testament to this is that she is now successfully moving into the higher returning Calendar LEAPS Spreads technique.

December 23, 2006 with Jenni and Keener W., from Dallas

This week we have our great clients Jennie and Keener W., from Dallas on the show. Keener is a retired airline captain and uses our Covered Call technique to generate income. Both Keener and Jenni have a history of attending other financial eduction seminars based on options trading and speculating. After being disatisfied with the results from these high risk / high return programs, they came to our technique and have been having great success. Jenni and Keener have averaged 4.5 - 5.0% return per month and have been using our technique for over a year.

December 20, 2006 with Greg B., from Rockwall

The client of the week this week is Greg B., from Dallas. Greg has been actively using our Covered Call technique for 8 months and has averaged a return of 4% per month during that time. Greg recently sold his business and now uses a portion of that money in our Covered Call and LEAPS technique to generate income. Greg is a great client and a regular attendee at our 2-Day Intensive Seminars in Dallas. 

December 16, 2006 with Orrin S., from Dallas

This week we have Orrin from Dallas on the show.  Orrin attended around eight of our two day intensive seminars over around a year’s duration before investing a penny using our technique.  He did this as he has been to many, many investment seminars over the years, and was looking for the “fly in the ointment”.  After speaking to hundreds of clients who are successfully using our technique, he decided that CSE was for real.  Orrin is now averaging over 5% per month using our technique.

November 25, 2006 with Ed and Melissa from Dallas

This week we have Father and Daughter Ed and Melissa from Texas on the show.  When Melissa told her broker she was going to take control of her own retirement assets, the broker asked “why would you want to do that, we’ve increased your account 15% in total over the last 5 years”.  Melissa and Ed are now managing their own accounts and making over 5% per month on their assets.  This is obviously a huge difference compared to 3% per year that their broker was achieving.   

November 11, 2006 with Steve from Dallas

This week we have Steve from Dallas on the radio show.  Steve was introduced to us by his son, who also invests using our technique, and came to our program after an unsuccessful attempt at high risk/high return option speculating.  Steve has been using our technique for just six months, yet is averaging a return of over 5% per month using traditional Covered Calls.  Steve is yet to retire, however, could do so right now due to the returns he’s now generating off his assets.

October 28, 2006 with Rick L., from Dallas

The client of the week is Rick L., from Dallas.  Rick is a long-term client and has appeared on our radio show several months ago.  Rick has now been using our technique for 10 months, and has averaged a return of 4 - 5% per month.   Rick is now retired and making more income from his Covered Call investing than his monthly expenses.  His assets are thus GROWING while in retirement rather than being depleted. Rick is a great example of someone taking their money out of the hands of professional advisors and getting dramatically higher returns.  

October 21, 2006 with Bill H., from Boston

Bill attended our 2-Day Intensive seminar in Boston about six months ago months ago. Unknown to us at the time, Bill is a professional fund manager for one of the top 50 rated (by return) mutual funds in the United States. Bill has been on our show previously, and has now started using our LEAPS technique in his hedge fund. This is an update show on how Bill's returns have been while using our technique in his Fund. This is a great show with a very sophisticated investor trained in traditional investment philosophy who is now seeing the significant advantages of monthly cash flow investing.  

October 14, 2006 with Fred C., from Dallas

The client of the week is Fred from Dallas.  Fred has a long background of sophisticated technical trading and, at the time of the radio show, Fred had been actively using our Covered Call technique for just 3 months and averaging over 5% per month.  In three months using our technique, Fred has made a higher return than he would regularly make in 12 months using sophisticated technical trading.  Fred is managing multiple retirement accounts using our technique and is now making higher returns, with significantly less risk and time commitment. 

September 23, 2006 with Mike S., from Australia

This week we have an international client on the show, Mike from Australia. Mike first read our book 3 years ago, but only just became active using our technique 4 months ago. Mike has since been earning while he’s been learning – making over 6% per month from his investments while since he started using our technique. Mike comments on the show that his only regret was not getting started earlier.

September 2, 2006 with Carol S., from California

This week we have Carol from California on the show.  Carol has been investing using our technique for 12 months, and has averaged right on 5% per month from her investments during that time.  Carol now lives off her Covered Call income.  The income generated from her stock portfolio is so significant, only half of it is required to meet monthly expenses, while the other half is left in the account to compound.  This is a great example of being able to live comfortably off your assets, while at the same time continue to GROW your money.  In traditional investing for those with modest assets, these two goals cannot be achieved at the same time.

August 26, 2006 with Mark D., from Chicago

This week we have one of our longest-term client’s on the show, Mark from Chicago.  Mark has been with us for 6 years and specializes in the advanced LEAPS technique.  During his time as a client, Mark has learned to generate consistent returns of 7 – 11% per month with his LEAPS investing.  Three months prior to this interview, Mark committed more money to the markets, starting a new account with fresh capital, and we thought this would be a great time to bring mark on to discuss the results of this new account. 

August 19, 2006 with Dorothy W., from Dallas

This week we have Dorothy from Dallas on the show.  Dorothy has been investing using our technique for a little over a year and has averaged a return of 3% per month.  Dorothy and her husband, Bob, have attended the Masters Class and many 2-Day Intensives.   Dorothy invests using her personal Roth IRA and also handles her husbands’ account and her sons’ college funds. 

August 12, 2006 with Tim W., from California

This week we have our great client Tim from Fresno, California on the show.  Tim has been with us for 2 years and has been on the radio show 3 times, providing updates on his progress at regular intervals.  Tim’s story is very interesting, he is a business owner, and, before coming to CSE, he had no retirement plan and had never bought a stock before.  Tim’s first year of investing averaged 5% per month, and now in his second year, he’s averaging 3% per month.  His accounts have grown very substantially due to compounding during this time. 

August 5, 2006 with Mike from Austin

This week we have Mike from Austin as our guest. Mike sold his insurance business and was looking for a method to generate income from the proceeds of the sale. He talked to his traditional investment advisors, expressing a need to draw 8% per year from his assets in order to provide enough income to live. His traditional investment advisors said “drawing 8% a year from your assets is a strategy leading to disaster”. Mike now invests the Compound Stock Earnings way, and makes 4.5% PER MONTH from his assets. Mike is now able to retire very comfortably from the income generated from his assets.

July 29, 2006 with Don P., from Canada

Don spent 30 years in the investment business, and was one of the first licensed options principals in Canada before becoming a director of a major international brokerage firm.   Don has been with Compound Stock Earnings for four years, however, was so skeptical of our return claims that he did nothing but watch and paper trade our selections for three years.  He has been actively investing with our technique for 12 months, and has a return of 59% over that twelve-month period.  Don also comments that the time commitment he is putting into his trading has reduced by 90% now he is using our Covered Call technique – taking just 30 minutes a day vs. the 10 hours a day he was spending day trading the markets.

July 23, 2006 with Clarenda J., from Dallas

Clarenda first came to the Dallas seminar with her husband Major and subsequently their son, Robert has also begun using the technique.  At the time of the radio show, Clarenda had been actively using our technique for 6 months and had generated a return of 34% during that period (greater than 5% per month).  Clarenda, Major and Robert are all now actively using the technique in their respective retirement accounts and all realizing returns of 4% or greater per month.

July 16, 2006 with Ed W., from Dallas

This week, we have our great client Ed W., from Dallas on the show.   We originally had Ed on the show after he had been using the technique for just 3-4 months and this is an update show to see how Ed is doing after 8 months of using our technique.  On this update show, Ed was pleased to report a return of 41.6% over 8 months of investing.  This equates to a little over 5% per month. 

July 09, 2006 with client Tom S., from Minnesota

This week, we have our client Tom from Minnesota on the show.  Tom is in the investment industry and holds a series 7 and is very knowledgeable on investments.  Tom has been a CSE client for a year and a half and this year is averaging over 5% per month on his covered call portfolio.    Tom comments that he started doing LEAPS too early before he fully understood the management techniques required to be successful with the technique.  He has now found his niche with traditional covered calls - making over 5% per month.

July 02, 2006 with client Rick L., from Dallas

Before becoming a Compound Stock Earnings client, Rick was paying a money manager to write Covered Calls for him.  His investment adviser provided him with a return of just 10% in a year.  Now that Rick is managing his own accounts using our technique, he has produced a consistent return of 4 – 5% per month over the last 9 months (~40% in 9 months).  Rick is now semi-retired and lives off the Covered Call income he produces from his stock investments. 

June 25, 2006 with client Mark S., from Dallas

This week, we have our great client Mark S., from Dallas on the show.  Mark is a great client and has contributed to the creation of the fantastic “Quick Reference Cards” that are now being handed out in the 2-Day Intensive Seminars.  At the time of the radio show, Mark had been with us for 8 months and has averaged a return of 10.3% per month using our advanced LEAPS technique.  Mark is now managing his and his wife’s retirement funds using our technique and is preparing to retire next year due to the success of our technique.   His retirement has been accelerated by 5 – 10 years by using our technique.

June 18, 2006 with client Bob from Texas

At the time of the radio show, Bob had been using our technique for a little over 12 months. During that time, he has averaged a consistent return of 3.0% per month while working a very busy full time job. Bob makes comment on the radio show that he has been writing Covered Calls for many years, but never with a systematic approach like ours.

June 11, 2006 with client George V., Florida

George is one of our longest-term clients, having been with CSE for 5 years. George came to us before retiring, built his assets, sold his business and then retired to Florida. He now derives 100% of his retirement income from our Covered Call technique. George has four accounts, and his monthly return objectives of 4% allows him to live off just one of these accounts, while the other three are left to build and compound.

June 04, 2006 with client Gregg B., Dallas

Gregg appeared on our radio show after investing with our technique for just 2 months – yet had made over 5% return per month on his investments even at this early stage. Prior to taking our 2-Day Intensive Seminar, Gregg had a substantial sum of money in mutual funds that were sitting around making 4 – 5% per year. Gregg sold these mutual funds and now gains the majority of his income from Covered Calls. This is a great show for those who have substantial assets in mutual funds. Like Gregg, you

May 28, 2006 with client Don M, Arkansas

Don is a long term CSE client and specializes in the LEAPS technique. Don came to use prior to retiring. He had the assets he needed to retire, but wanted to do better with these assets to provide a higher standard of retirement living. After just a few months, Don realized he was generating a very significant monthly income from his retirement assets and decided to retire before he originally planned. Don now realizes returns in excess of 60% per year on his assets. Don was

May 21, 2006 with client Kevin S, Dallas

Kevin came to us 12 months ago when we were presenting at the Rich Dad's Investor Workshop in Dallas. Kevin had a significant holding in mutual funds and like most investors these were returning 4 - 7% per year. After 12 months using our technique, he has averaged 4 - 4.5% per month. Kevin now generates more cash flow in just one of his accounts than his job as a top healthcare executive. Kevin manages his money in between meetings, taking just 30 minutes out of his busy day.

May 14, 2006 with client Lucy K, California

At the time of this interview, Lucy had been a CSE client for just 7 months. She, like many, had been recommended by brokers to buy a lot of tech stocks right before the tech bubble burst in 2000. Lucy had watched the value of these stocks consistently decline over the next 6 years. Not wanting to sell the stocks for a huge loss, Lucy was stuck in "no-man's land" waiting and hoping for a miraculous increase in the tech market. After applying our Covered Call techniques to her stock holdings, she's now generating a consistent 4% per month return from these holdings. What was "dead money" for 6 years is now a productive, cash flow generating asset.

May 07, 2006 with client Ed W., Dallas

At the time of the radio show, Ed had been with us for just 4 months, yet had a made a return of 20% (5% per month) in his retirement account. Since the radio show, Ed has continued to attend our 2-Day Intensive Seminars and make the same returns and has referred many friends and colleagues to our program. Ed has a wealth of investment experience, having traded stocks, options and futures in the past before settling with our conservative, consistent, high returning covered call approach.

April 30, 2006 with client Bill, Massachusetts

Bill attended our 2-Day Intensive seminar in Boston a few months ago. Unknown to us at the time, Bill is a professional fund manager for one of the top 50 rated (by return) mutual funds in the United States. Bill comments on the show that his fund uses options, but they had never even considered using covered calls as a cash flow generating strategy. Bill is a highly savvy, extremely experience and knowledgeable investor and comments that our technique has all but eliminated the risk in owning stocks.

April 23, 2006 with client Mark D., Illinois

Mark has been a CSE client for 6 years and specializes in the advanced LEAPS technique. Mark is a busy executive and uses our technique in just minutes a day. He has averaged a little over 10% per month using our LEAPS technique and has never had a loss on a single position. Mark's interview is a great testament to what an investor can achieve over the long term using our technique with very little daily time commitment.

April 16, 2006 with client Jay H., California

Jay has been a client for almost two years, has taken the 1-on-1 seminars for a long time, and has attended the Round Ups and also the Masters Class. Jay is an executive for a major computer manufacturer and uses our Covered Call technique for both new positions and also to TSS for Income stocks he has held for years. Jay averages 4.5% per month.

April 2, 2006 with clients John and Jane Y., from Texas

John and Jane are retired and previously had a mutual fund manager looking after their retirement funds - achieving a 5% per year return from their investments. After learning our technique, they have taken control of the own investments and are enjoying 4% PER MONTH cash flow from their investments. John and Jane are achieving these returns after being clients for only three months – another testament to the universal application of our simple, conservative and effective covered call techniques.

March 26, 2006 with client Mike R., from Texas

Mike is a semi-retired accountant and uses our Covered Call technique to generate cash income for living in retirement. Interestingly, Mike also manages a large amount of funds using our technique on behalf of other investors. Mike is a seasoned trader, having invested for decades in stocks, options, commodities and futures. This experience, combined with his professional life as an accountant made for a great interview on our show.

March 18, 2006 with client Mike S., from Virginia

Mike is a dentist and uses our technique on his and his wife’s, retirement accounts. Mike comments that since using our technique he has averaged a 4% monthly cash flow from his investments. This level of cash flow would enable him to retire, right now – if he so desired. Mike also comments on how he uses our technique in the short periods of time he has between patients. Mike is a great example of a successful, busy professional using our techniques very successfully.

March 12, 2006 with client Brian from Texas

Brian comes from a financial accounting background and had retired before becoming a Compound Stock Earnings client. However, since beginning to use our techniques, he has significantly increased the income he has been able to generate from his retirement assets – now generating cash flow of around 4% per month from his stock investments.

March 5, 2006 with client Colin M., from Connecticut

Colin's career background is in the investment banking industry. Colin came to us a few years ago looking for a "high yielding, low risk investment". Having a background in the finance industry, he knew what covered calls were, but was not 100% certain of how to apply the technique to generate consistent returns regardless of market direction. Colin decided to use our technique on blue chip, "Dow quality" stocks, where he generates consistent monthly returns between 2.5 - 3.0%. Colin is now a full time investor using our techniques and was a client presenter at our Masters Class in February 2006.

February 26, 2006 with client Tim W., from California

Tim has been with us as a client for 2 years and has averaged over 5% per month on his Covered Call portfolio during that time. Tim came to us concerned about his retirement, as he is a small business owner and had never planned for his retirement. Tim had never bought a stock before becoming a CSE client. This is a great testament to the ease in which a novice investor can learn and apply our Covered Call technique.

Please note the download may take some time - each show is 1 hr long. Individual results will vary. Past results are not indicative of future performance.

 
   Testimonials

Dear Joseph & Aaron,

Just want to drop you guys a note of appreciation for this weekend's online seminar. Even though I have been a client of compound stock earning (CSE), in Feb it will be 4 years. In that time, I have averaged a return of between 5 - 6% per month and it never ceases to amaze me that we are still learning. 

I certainly appreciate both your efforts for spending the time to keep educating us. It's amazing how the live interaction of all participants' works, its like being there in person. I do plan on attending future seminars with you guys, I have been thru live seminars, roundups, and a subscriber to the leap selection with you and your staff, but the availability of the online seminar was truly well worth it. The interaction of questions and examples makes it easier to understand the rules and makes it very easy to attend. 

I try to do my best to follow the rules and guidelines that you have outline to us, and when follow, they do work. Needless to say, that when a question comes up, you are there to assist us, no questions asked. As you know I am retired now, and it's very important for my family that I be successful at this. We have monthly goals, and we are obtaining them, thanks to CSE.

A loyal client -

George V ., Florida


Joe...

I have a shelf full of tapes and books after years of trying so many different
money making scams. I had "seminar scam burnout" or SSB as you would call
it. When I attended your free 2 hour, I was very cautious. I mean very
cautious. All I needed was one more book to put on the shelf. If CSE was
another one of these "deals" my wife would have me sleeping in the garage
for sure.

After the free 2 hour I was convinced that CSE was for real but I had to tip toe
through this to get my wife interested. Now after seven months of trading and
my consistent 4 to 5% per month return....when I asked her if she wanted to
attend the 2 Day Intensive....no problem!

Your comment for me to watch out because my wife was going to take
over....that is the whole point for bringing her to the 2 Day Intensive. I want
her to get better at trading than I so I can go fishing, golfing etc. etc and let
her make the 4 to 5% a month. (8-)

On the more serious side...no... we are both very excited about doing this
together. This is the first time after 37 years of marriage that we have found
something that we can work at together. And should I get hit by a Mac truck
(crossing the street like Aaron) she will be able to continue trading.

CSE is definitely life changing.

Regards

Ed W - Dallas


 

Joe (Trail Boss),

I just looked at the 2005 results of my Interactive Brokers CSE account.

Like you, I started with $40K.

My profit for 2005 was only $26,809 (67.0%). 

Sorry, I will try harder in 2006.

Thanks for helping us find our financial way.

Dan C., - Dallas


Hi Joe and Aaron,

Thank you for the call yesterday to inquire about my progress. It is always good to hear from you and I enjoy our association very much. (It gets kind of lonely out here in covered call land at times.)

Your call prompted me to go back and see exactly where I am with regard to my investing using the techniques that you have taught me. I'm sorry to report that I am not doing as well as I thought.

While I am still thrilled with these numbers, I'm sure they are going to be somewhat of a disappointment to you.

My first real money trade was made 1/19/05. In the 22 months since then my account is up a little over 68%, which works out to 3.1% per month. I KNOW,
I KNOW. I'm sorry for being such a slacker!! I have a whole long list of
excuses, but I'll refrain from boring you with them and just promise to do better in the future.

One thing I will say is that I need to pay closer attention to my overall returns. I had not gone back to see exactly where I was for sometime and your call prompted me to do that. (I could use a lesson from you Aaron, on how to set up a spread sheet like the one you use. I am an old dinosaur that keeps all my records on a yellow legal pad, just like Joe.)

Also, because I have not been able to attend any of the recent seminars, my knowledge and practice of some of the newer techniques (SSR, CPR, etc.) has been lacking. I confess that I have always been a bit of a loner, but I need to make a point of keeping up to speed with the rest of the herd and my neglect in that area is reflected in my returns.

OK, thanks for reading this email. It is always easier for me to put my thoughts in writing rather than trying to talk on the phone. Thanks again for your call and I promise to pay better attention in the future. 68% in less than 2 years is great, but it's not quite the goal of 5% per month.

Hope to see you soon.

Tim Willems - Fresno


Hi Joe,

I was reading a few of the emails you posted this week, from people who were complaining about the cost of the 2-Day Seminar and I have some observations I think I am qualified to make. 

I have been a subscriber since June 2003.  Since that time I have constantly been sent daily, sometimes hourly emails that have been one of the more useful LEARNING tools you have in your arsenal.

After attending the Two Day Intensive Seminar, a complete novice can simply follow the recommendations in the emails, and make a considerable return on investment while learning the technique taught at the seminar.  And unless they are a complete idiot will learn just from doing the covered calls and LEAPS recommended.  You only have to do what is suggested at the seminar and in the emails and you will earn while you learn.

I have taken the One on One seminars, been to a Round Up, attended a  two day Intensive Seminar, almost got "Katrina'd" in New Orleans, and am currently studying the Masters Class DVD's. You might say I'm fully invested in CSE.     

If you are going to offer any more "expensive" courses that return 50 to 100 times their cost year after year please sign me up.

If the people who think the education you provide is expensive, I hope they never have to experience ignorance. 

Regards,

Hank Parker - Kentucky


 

Good morning Joseph:
 
As always, it was a pleasure talking to you last Tuesday.  Thank you for the input regarding my OVTI holding.
 
During our conversation you asked if I would share a bit about my background and my experiences investing with the CompoundStockEarnings process.  I am happy to do so.
 
I spent 31 years in the investment business, in various capacities. including a position as a director of a large international investment firm.  My career was spent in Canada where I was one of the first 8 individuals in Canada to become an option principal. 

When I obtained my license the only place options were offered was on the CBOE.  In those days one could  trade only call options, puts didn't exist, and, as I recall, options were offered on only 20 companies.  There's been quite a change in the past 30 years.
 
I got involved with you approximately 4 years ago as a result of an on-line investment group I belonged to where an individual talked about a service available that was offering AND MAKING subscribers returns of 50-60% a year and more.   I was more than a bit skeptical, however, I decided to check you out, so I subscribed to your service. Although I followed your recommendations for over a year I made absolutely no trades using your process.  There were two reasons why:

1-Having been in the marketplace for so many years I knew anyone making those kind of claims was a charlatan. ( the main reason )
 
2-Because of my background in options I was using options as well as day trading in my account.  I was making a pretty good return already, although not near the numbers that were claiming to be made through your process. (  I wasn't sure you could show me anything  about options trading of which I wasn't already aware. )
 
How wrong I was!
 
I began using your processes in a  very small way until May, 2005. 
Until that time I was day trading the marketplace which was much more exciting than doing option write programs.  In May, 2005 I ended up in the hospital for 2 1/2 weeks.  During that convalescence I took stock of how I was using my time and realized I was spending 10-12 hours a day in the marketplace, seven days a week.  I had retired from the business in 1989... so I thought... but in reality I was working harder than ever.  
 
I decided to re-visit your process to determine if I could make a legitimate return on my capital with much less time requirements.  
After  re-reading the manual and getting comfortable with the processes I switched my trading portfolio completely to investing the "CompoundStockEarnings" way.  My goal was and is a 30% return annually, far below what you claim is available.
 
My results from Aug. 3, 2005, the day I made my first trade using your processes exclusively, through May 31, 2006 are an actual return of 44.97%  which equates to an annualized return of 53.96 %.  That's not as good as many of your clients but it's better than 1 1/2 times what my goal is and, if maintained, will double my portfolio approximately every 1 1/3 years.  NOT BAD !!! 
 
I suspect when I complete the workshop seminar, which I intend to do this month, I believe that return will increase substantially.  Why? 
Because even though I was considered to be an expert in options trading you and your team have given me additional knowledge in trading options that I can not find anywhere else and your techniques fine tune and increase the ability to make money.
 
In terms of TIME REQUIRED it has dropped from 10-12 hours a day to approximately 15-30 minutes a day.   I  often times spend more time than that, because I enjoy the marketplace, however, no more than that is required.
 
There is one other major benefit I have received that I cannot quantify in terms of return on  investment of capital but which has a HUGE value to me....the absence of stress.  Day trading can be extremely stressful.  With this process all stress has disappeared while the returns have increased....and the excitement of making all that money more than offsets the loss of excitement of not day trading.
 
Joe, I apologize for the message being so long.  I hadn't intended it to be.  Hopefully this will be of some benefit  you and/or your (potential) subscribers.
 
Don P. - Canada


 

Joe,

I have enjoyed getting to know about CSE, you and Aaron.

However, I am a business litigator, actually, a trial lawyer. I have been taught by my professional experiences to be very wary of any claims made by anyone. Especially claims by people that use the word "irregardless" and in the same sentence claim I can earn 5% or more per month. Frankly, I see those claims as a business opportunity for my litigation practice as those making claims will eventually need a good lawyer. Like me.

So I came to your processes with a fair amount of skepticism. I heard you guys on KRLD one Saturday morning while riding my bike. I heard the program and Kevin was your guest, I think. After I returned home I read every word on your website and watched or listened to every link. Needless to say, I was seriously intrigued.

I was a practicing CPA for 8 years before I entered law school and worked for international accounting firms like BDO Seidman and Coopers and Lybrand. I even taught for a couple of years as an adjunct professor of accounting at Cox School of Business at SMU. So I can do the math and am always interested in any mathematical analysis.

I bought the book. My approach was to find the holes in your approach, get to know you guys and wait on the eventual lawsuit. It is a simple business plan I have used to build a law practice that now includes 7 lawyers. But the book intrigued me in a way no other financial strategy had.

Intrigued, I took the 2 day intensive (twice). That's a great deal of money to spend for something you don't believe in. I opened an account at optionsxpress. The whole thing. Transferred 200k out of Fidelity and into the optionsxpress account. I decided to find out if this is real or not.

One thing I have learned in working in my business is that if only a few people are "on the inside" then you can expect some shenanigans.

And that is what impressed me about CSE. It wasn't just the two of you peddling your snake oil across the metroplex, you were dragging every client that was agreeable all over the globe with you and putting a different one each week on the radio. I personally met over 20 people that volunteered they were obtaining more than 4% returns per month. You have 15 or 20 people on the website giving audio presentations. In my practice I have learned that a conspiracy must be limited in scope if it is to be successful. You guys cannot be part of a conspiracy to defraud the public, there are just too many people involved. So now I was really intrigued.

My Lawyer/CPA instincts told me that the average investor gets into 10 positions in a month and one goes bad. So it has to be managed and the return is nil. And this had to be the weakness.

Then the next month they get into 9 positions and 1 goes bad and so on.

Eventually they have a portfolio of nothing but stocks that are going down and have to be managed, usually at little or no return.

I had a wait and see attitude, but I was certain that I would either be your biggest critic or your biggest fan in six months.

I "learn by doing" and so contrary to your advice I jumped in with both feet. 20 positions. All but 2 were entered following the rules very closely. The numbers were staggering. I have previously told you the return was about 4%, but that was before May 19. In review of the period ending May 19 it appears the return for the first month will be about 6%. How could this be?

I once had an insurance salesman tell me that "for every gimme there's a gotcha." Words I have learned to live by. So I waited for the gotcha. Then May 19 came.

The market had a big correction in the week before the callout date, May 19, 2006. And suddenly I went from singing "we're in the money" to wondering what I was going to do with all these dog stocks I owned. Of the 20 positions only 3 were called out. Now I had 17 positions to worry about.

Now for the exciting part.

Management of these positions is more intriguing and more fun than entering them ever was. The TSS method of managing these stocks is genius. And almost makes me wonder why I would ever sell any of them.

Why not just keep making the returns on the devil you know? All of these stocks go up and down and do so in a pretty tight, predictable pattern. You could conceivably enter and exit a couple of TSS positions a month on these guys.

In the first week of this option period that will close June 16 I have already locked in a return of at least 3% for the month and will undoubtedly do much better as I have several positions that have not been ready for a TSS. And that return is with only entering a couple of new positions.

Have you ever seen a new gadget at Home Depot and wondered, "Why didn't someone invent this years ago?" That is how I feel about you guys. Why am I 46 before I learn of this process? Don't know, but I am grateful it happened now.

Originally my plan was to retire at 60, but I think we can move that date up about 8 or 10 years, don't you think?

Your biggest fan.

DWC - Dallas


Hi Joe,

I just wanted to wish you, Aaron and Sylvia a very happy holiday season and a great year ahead.

I also wish to say that after being a client of yours for 16 months, this year I'm closing out at an average monthly rate of return of 4% to 5 % on my covered call portfolio.

I had a few problems with the LEAPS portion of my portfolio, but those were entirely due to lack of patience and a few cases of inadvertently breaking the rules. At the moment, I'm entirely in covered calls since that's what I'm most comfortable with.

I look forward to meeting all of you and the presenters in the Master Class in Feb which I am attending in person.

As long as I maintain this level of returns, I'm on target to earn more income through covered calls than my monthly salary within the next year.

I'm counting the days till the Master Class!!! See you all there....

Once again, seasons greetings to all of you...

Arup M., Texas


 

Dear Joseph & Aaron,

I really enjoy the CSE radio show and look forward to financial training and a bit of entertainment from you guys each Saturday morning.  I wanted to share with you and your clientele how Aaron assisted my with a position that I was in that was causing me concern.

Needless to say, I entered into a 10c Rule position in MNST,  BTC the call for 30c loss and the stock began to waiver for a couple of weeks.  The stock then entered into an easily recognizable down trending pattern.  Two days after I sold a secondary call using the FSDR technique, the stock  headed north for several days before I recognized the formation of a new up trending channel. Unfortunately, I was still hanging on to the call. 

I kept reminding myself what Joseph said at the Two Day Intensive "not to sell a Stock or call for a loss".  Aaron worked his magic and I was able to pull $700 from my profits in the LEAPS using the SLR technique, which was a nice move. The stock continued to progress upward for about two months when Aaron once again came to the rescue by applying the SSR technique. At this point in time, I had  $1440 profits in the LEAPS but the call had a $2445 loss. 

The restructure cost for this position was $373 per contract ( I had 3 contracts).  But it turned a "stuffed up" position ( as an infamous Ausie radio announcer might say) completely around.

Following the SSR, the newly restructured position allowed the following to occur:

 -    provided the opportunity to sell near month calls again     

-    put me on the right side of trading within the channel     

-    my funds were no longer in grid lock     

-    provided opportunity for a quicker exit

Two weeks later I closed the position. 

I had recouped the full restructure cost plus an additional $250 profit.  My initial cost for the LEAPS in this position was $2400 while my profits in less than 5 months was $1184 (49.3%).

That's a darn good return for a position that I did not manage properly and I am thankful for the techniques that you guys continue pull from your ever increasing bag of tricks.  I am amazed! 

Keep up the good work guys & I'll see you at the Master's Class.

Don K.,

 


Hello Joseph, Aaron & Sylvia,

I attended the 2 Day Intensive Seminar presented on 5 & 6 November, 2005, in Dallas.  January, 2006, was the first month I was able to become fully invested, trading LEAPS and covered calls on a full-time basis, with all funds (approximately 60% in an IRA with BrokersXpress and 40% in a joint account with Interactive Brokers).  My total return for January, was 10.38%. 

I believe this is an excellent start based on the Herd Talk CD testimonials made by George and Aaron who stated they were attaining 9 to 12% returns per month after the first two and one-half to three years of practicing the CSE LEAPS strategy and rules (note - these Herd Talks were produced in 2004). 

The purpose of this email is not to brag about my early accomplishments and success, but to pay tribute to all of you (Joseph, Sylvia & Aaron) for providing the 2 Day Intensive Seminar, the accompanying CSE manual with 11 Herd Talk CD's and your incredible support. 

My early success is the result of what I learned in the seminar, from the newly revised manual that explains in great detail the strategies and rules for success and from the Herd Talk CD's which bring all of the strategies and rules to an even greater understanding based on practical application by some of your clients.  

The CompoundStockEarnings strategies and returns go beyond being "too good to be true".  CSE is the real thing.  Thank you so much for teaching me this incredible trading strategy.

Warmest Regards,

Ernie R., Idaho


Hello Joe, Aaron,

I just wanted to drop you a quick note.  I was the tall, skinny guy in the back who took your class and asked a lot of questions. 

I just wanted to give you some results of my trades. I started with a Roth IRA account I opened in 1999.  I put in $2000.  I invested it into a "growth" mutual fund.  When I transferred it to my new IB account I had a total of $2449.  So in 6 years I made $449. Not great but at least it was not negative.

I took that $2449 and started with my first covered call trade on August 23.  I've made a series of trades since then (even bought back the call and sold the stock in some instances).  I'm happy to report that as of yesterday I had cash settled my account of $2872.  So in 4 1/2 months i made $423.  All of my trades have been between 3% - 6%.

So let's see $449 in 6 years or $423 in 4.5 months... :-)

So now that I've verified this method works, I have taken a 401k loan of $20,000 to invest.  I opened a new IB account and I am ready to begin trading (I received an email that my account is now funded).

I wanted to ask one piece of advice.  I know in our class you recommended to diversify among several stocks.  How much do you recommend I put into any given stock?  Maybe $2.5k - $5k?  that would give me between 4 - 8 different stocks.  Do you think that is still too concentrated? Please let me know your thoughts. 

Thanks,

Jaime H., Dallas


Joseph,

I haven't had a chance to let you know how Janice and my investments have been doing since we took your course in July.  After taking about a month to get our IRA opened at IB, we started trading on August 29 th.  Since then (3 1/2 months), we are up more than 18%.  We have been following the CSE Fund investments for the most part with an occasional Last Minute Covered Call thrown in when the funds are available.

Thanks again for helping us learn these methods.  I look forward to hearing from you.

Don H., - Dallas


Hi Joe (and Aaron) -

Just wanted to send a thank you note concerning the 2-day Intensive Seminar that I attended on-line last week.  It was absolutely terrific and very timely in that I had some missing pieces I really needed clarification on. 

For a long time I had some confusion over some management techniques with LEAPS in particular, but those became crystal clear after seeing the examples that you and Aaron walked the group through as well as the exercises provided in the workbook.  Let's just say that the lightbulbs have finally gone on!  More than once during the seminar I caught myself leaning back in my chair and looking up at the ceiling and nodding my head in acknowledgment of the mistakes I had made or the actions I didn't take in past LEAPs transactions. 

I should inform you that I started doing LEAPs shortly after opening my account with OptionsXpress and shortly after receiving your initial binder I bought for $70 back in early 2005.  Why did I start with LEAPs first, you may ask? 

Well, because I was one of those so-called "street-wise" knuckleheads with their Series 7 certificate that think they know everything about finances and investing

I was so naive and so arrogant in thinking that I could make money doing this simply because I passed a securities test.  I learned very quickly that you may have a license to drive a car but that doesn't make you a good driver.  Needless to say, I jumped right in behind the steering wheel and floored it.  Boy, what a big mistake that was! 

It did not take me long before I realized that going full speed was not going to cut it.  I needed to slow down and check out the road signs and abide by the rules.  It was a humbling experience as well as a rude awakening........ but a much needed one.   After learning that tough lesson about patience and humility, I began switching gears and got down to the basics of covered calls.  If there are 12 steps for Idiots Anonymous as there is for alcoholics, I was now taking step one.  (Maybe you can blame it on my nationality....after all, I am of 1/2 French descent).  Anyway, after 3-4 months of almost completely ignoring rules that you preached and losing some considerable $$$ in the process, I realized I needed to  buckle down before my money ran out.  I logged onto my Power Options tool, that on-line tool that I had filled in the required information from your binder but never used, and began selling covered calls. 

Now, after 6 months, I am doing great and at the present time making over 5% per month.  It is amazing how much confidence you can gain when you are actually making some money and doing things the right way.  I just needed to completely adjust my mindset and follow the set of rules that you laid out if I was going to succeed.  Why I was making something so simple, so hard, I'll never know. 

It made me extremely happy that you and Aaron emphasized at the seminar more than once that you need to invest with Covered Calls before moving on to LEAPs.  I am the poster boy of someone who didn't do that and I got beaten up because of it.

Once again, I loved the seminar and will be plugged in for any new changes that arise and will make every effort to attend in person when I get the chance.  The on-line seminar worked great, but it isn't quite the same when you can't interact and network with other people.  I truly believe, as you said at the end of the seminar, that we now should have the management tools necessary not only to make a great deal of income, but, most importantly also have the tools and knowledge to NEVER lose any money ever again.  In my case, this statement couldn't have rung out more loud and clear than it did. Also, I just want to add one more thing.  Since attending the seminar, it made me seriously start envisioning the bigger picture and the financial impact this could have on my life, my family, and my retirement. 

It had occurred to me very early on when I was reading your binder about a year ago, that if a person takes the time to learn all this great information and apply it, you will not have to worry about Social Security running out.  You will not have to worry about how your kids will attend college.  You will not have to worry about being laid off from your job.  You will not have to worry about how you will care for your parents in their old age.  You will not have to worry about where the mortgage payment will come from, how you will pay medical expenses, how you will pay for your daughters' weddings, how you will fix up your house.  You will now have the tools and the knowledge that will make that difference and make it a reality.  All you really need is discipline and patience which I lacked early on. Joe and Aaron, thank you again for the 2 day "intensive boost".  It was extremely inspiring (as you can probably tell from my rattling on and on in this note) and worth every penny I paid for it.  

Tom S., - Minnesota


Joseph,

Thanks for your reply -- that's basically what I thought.

Things are going well -- I'm now up 70%, assets, and 49% realized gains,  and I placed my first Leap last April so I'm very pleased.

However, this is very addictive...I jump out of bed every morning and go directly to the computer...I don't even read the newspaper anymore until maybe later in the day.

Is there any hope for addicts?

Debby P., - California


Hi Joe,

Just wanted to say again how much the 2 day seminar has improved my trading, especial on the leaps. Before the seminar I was being very indecisive on when to sell the secondary calls and lacked confidence in finding my own leap positions. It is really starting to reflect in the bottom line in my account, over 10% the last 15 days.

Thanks again to you and Aaron.

Regards,


Brent S., - Oregon


Aaron - Thank you for your reply. It confirmed for me that my CPR thoughts are on track, since I already made the trades today. Now I can sleep good tonight!


I've been doing this since mid-12/05, after attending the L.A. Seminar 10/05. I transferred some funds to BXpress and haven't been the same since. I'm the one who had 8 tech stocks that have been vegetating since the market crashed about five years ago. All these stocks have a very high c/b, but I've been able to trade out of 3 of these with an average profit of 5%, using the covered call techniques you and Joseph teach.

I've replaced these 3 stocks with new stocks/covered calls(Feb 06 exp date). Before I did these trades, I spent about one month practicing the techniques on virtual trading with BXpress. My education continues with learning the CPR method, while looking for opportunities to use these CSE techniques on the other 5 original stocks in my portfolio.

I haven't done any calendar leaps yet, because I remember your warning to all of us in the seminar that we should have at least a minimum of 6 months experience doing covered calls first. I wasn't very good at listening to my mother, but I've been pretty good at listening to you - money talks!


Anyway, these CSE techniques are so AWESOME that I can't help but think about it all day long! Thank you for being available for me when I have questions/thoughts. Am I doing well? Heck yeah!


Thanks to you guys - and I'll be doing even better as my CSE education continues!

Lucy K., - California


Hi Joe (and Aaron and Sylvia),

Merry Christmas and Happy New year to all of you! (although it might be after Christmas when you see this...)

I was reading today's CSE update (12/24) and saw the client e-mail from Roland . I would like to offer some feedback to Roland, if I may. Can you please forward my comments to him, if you feel they are appropriate?

Roland - glad to hear another "computer nerd" is investigating CSE. Let me assure you that you certainly can do what your friend is now doing (investing using the CSE techniques). Being a software engineer by trade, that also puts me in the "computer nerd" category. But you don't need to have a lot of financial training before you start using the techniques taught by Joe and Aaron. In fact, it may even help, since you don't have a lot of habits to "unlearn". Being in the computer field, I'll assume you are used to following the rulebook, in a sense. I don't know what you do specifically, but if you are on the network side, you know that following the design intent of the topology and protocols makes everything work much smoother than if you tried to make up your own rules. If perhaps you are involved with software design and/or maintenance, as I am, you know that each program has a certain design, is intended to do things a certain way to meet business requirements, and might even have a particular language best-suited to the task.

Using the CSE techniques is very similar. If you are a good student of the techniques, e.g. take the 2-day Intensive Seminar (this lays the ground work, to ensure you know what you are doing, at least to some degree!), and pay attention to the details when necessary, you certainly can make the returns Joe talks about. This is my third month of using the CSE techniques. My wife and I have 2 accounts - one at optionsXpress that I manage (my "earn and learn" account); we use this to generate monthly cash flow for our household budget. The second account at brokersXpress is the managed/auto-traded account for capital appreciation/wealth-building (the "leave the money in and let it grow" account).

Here are the returns this computer nerd has achieved in our optionsXpress account: November: 6.26%; December 5.59%. And we're on track to be between 6.1 and 6.9% for January (by the third Friday in Jan). Note that since we intentionally take the gains out of this account each month, these returns are calculated including all optionsXpress commissions and fees, and with the simple interest numbers; using compound interest calculations the return rates are even higher. So, as one computer nerd to another - go for it! You'll be glad you did.

Thanks Joe,

Ron C., - Louisiana


Dear Joe

May I express my appreciation and thanks to you for the great on-line seminar this weekend. I've been a subscriber to the LEAPS Selections for about two years and have purchased most of the herd talks, but the seminar really brings it all together for me.

Having traded stock and options for about 15 years and subscribing to any number of news letters and services I can say yours is the only one that has consistently made money for me in both good and bad markets. For anyone thinking about subscribing to your service, taking the seminar will be money well spent. I would strongly endorse the recommendation from the seminar that anyone just starting do stocks and covered calls for a few months as a good low risk way to learn and become comfortable your techniques. While I’m doing both, CC and Leaps, the CC requires much less management then the Leaps.

Thanks so much

Brent S., Utah


Dear Joe

I was a former options trader for a few years, with mixed results. My partner, Kyle, and I began tracking your daily recommendations of Covered Calls and LEAPS.

We have been trading LEAPS for about 9 months now. We have actually averaged 20.85% per month. That is an annual return of 241%.

We have added funds to our investment company and plan to make this a full-time career. There is nothing like it! Thank you for getting us kick-started."

David S., California


Joe,

Thanks for all the information in the Online Intensive Seminar last weekend.

I have sold covered calls on and off for five or six years, but I learned some incredible new tricks.  You guys have made a real science of covered calls and how to manage them.

Regards,

Lanier D., Louisiana


I have been a client of Joe's for a little over a year now and have come a long way in my understanding and practice of his techniques.  I new absolutely nothing about any of this when I started and after two one-on-one seminars with Joe and much reading and studying I have "found my niche" doing conventional covered calls. 

Starting with a small IRA account I have been able to grow my investments at a rate that is currently averaging 6.7% per month as of June 17th.   This new month is going so well that my average should be a little higher by the end of July. 

I am well on my way to meeting, and probably exceeding, my goal of 60% per year.  I try to be very conservative in my approach (doing mostly ITM calls) and never enter a trade unless it will return at least 5% on a call out.  Many times I have been able to buy back the calls and lock in a nice gain with 2-3 weeks remaining in the month and then sell a second call that results in almost doubling my anticipated gain.

Needless to say my dad and I are very pleased to be a part of the herd.  

Thanks again.

Tim W., Fresno, CA


Dear Joe,

What an outstanding seminar you gave in Dallas! Dad and I both agree that we have not had a better seminar experience, and we’ve been to many!

It was great to meet you! Awesome! And Pat, Sylvia and Aaron!

I can’t wait to go to another 2-day seminar to further refine my use of the technique, especially the subtle aspects. Nothing really replaces being there to accomplish this. So thank you for doing everything you are doing.

I am sending you some products from our company (Faultless Starch/Bon Ami
Company) for you to enjoy! If you have any extras, please give them to your friends; that is often the best endorsement we have ever found!

Pat will love the candles! They are highly fragrant and we only sell them to upscale boutiques (as we are constantly seeking ways to diversify, by the way).

I can’t make New Orleans (or I would), but I’m looking into the following one in October!

Please accept the best of everything from us! And thank you so much for being and doing all the wonderful things you are!

Sincerely yours,

Bob Beaham
Vice-Chairman and Co-CEO
Faultless Starch / Bon Ami Company


Joseph,

I wanted to thank you for the great two day internet seminar held this past weekend.

Your and Aaron's presentations were the best I've experienced on option writing or any other subject.

It made grasping all the nuances of your technique relatively easy and enjoyable as the materials and presentations were "WORLD CLASS".

Thanks again for a great experience.

Doug B., Mexico


Dear Joe:

I have been a CSE client for about 12 months. I can't say enough about how pleased I am with the training, advice and service I have received from Compound Stock Earnings (CSE). My overall gains to date are about 55%.

From a very basic knowledge of covered calls I have progressed to knowing how to write and manage covered calls for consistent 5-7% per month gains plus how to write and manage Calendar LEAPS spreads from the top to the bottom of the price chart for consistent 5% plus per week gains. One nice thing is that with CSE you are always learning new techniques that in turn make their investment methods both profitable and challenging.

During the relatively short time I've been with CSE I have developed a very secure feeling of being in control and able to make good money regardless the way the markets go.

Don M., Arkansas


Joseph/Aaron

Just a quick note to say thanks for the super presentation over the weekend.  It is certainly something I would thoroughly recommend to anyone thinking about beginning your technique, and it does us 'old' hands a power of good as well. 

If I knew then what I know now I am sure my trading would have been a whole lot different and certainly more profitable :-)

Simon H., New Zealand


Good afternoon Joseph,

I hope all is well. Just a quick note to express my gratitude for the service that you provide. As you are certainly aware there are innumerable "investment services" available on the Internet.

Many of the services make unrealistic claims that present substantial risk to the investor and are based on speculation. I had been looking for an investment methodology that suited my personality, low risk high reward. I was beginning to believe that such a thing did not exist and that people making money investing in the stock market were all just throwing dice. Fortunately I had not jumped in to these schemes, but continued to search for a realistic and conservative way to grow my money.

That is when I found your site and the straightforward way the information was presented appealed to me, so I ordered your book. I was not immediately interested in the LEAPS and wanted to focus on learning your techniques doing "conventional" covered calls. I had been familiar with the term but my money was being managed by a large "buy and hold" firm and they never recommended the strategy. While I have only been at this for a few of months, the results have been very encouraging.

I am conservative and look to own stocks of solid companies so 2/3rd's of my money is in my version of dogs of the DOW and 1/3rd is in solid companies with a bit more volatility to help me achieve my overall yield. This strategy is yielding me between 3.5 and 4.5 % per month and because I have no need for current cash income I am able to use the cash flow to build my cost basis every month.

Stocks go up and stocks go down, but taking the cash yield and purchasing 100's of additional shares every month is a great way to grow wealth. I know this is a long term program but I am confident that If I make a 3-4% yield on my cost basis every month I have no choice but to grow my assets over time.

Also I have enjoyed our one-on-one seminars and I look forward to working with you long into the future. I learn something new each call and I appreciate your low key style, you truly are convincing me that there really are no problems and if you simply follow the rules and use your techniques that all will work out in time. I find this to be the lowest stress investment method I can imagine. Opportunity exists when prices go up and when prices go down all you need is a little patience.

Thanks.

Colin M., Connecticut


Joseph:

Just a quick story - each time I go to the bookstore, I make a point to flip through any and all option books that I can get my hands on. Specifically, I look for topics and discussions over covered calls and calendar spreads and while some books (not many) get into these strategies, I have not found one yet that talks about selling covered calls on a monthly basis. Better yet, I have not found a book that discusses how to implement an intelligent covered call strategy without getting into quantum physics and the like. Everything I've seen is strictly theoretical and avoids addressing the practical nature of the strategy. To make a long story short, your website and correspondence make it extremely easy for even the most basic investor to understand. A job well done!

--Mike


Hi Joe,

I became a client back in February and couldn't wait to get going on your one-on-one, 30 day seminar. While I was waiting my turn for the training, I kept reading your emails and the ones you publish from your other clients which tell about the great percentages they are making on their money. Now, at last, I too am making those great percentages and trades I used to read about. I feel it is all because of your knowledge and patience in teaching me to avoid mistakes and get the most from my money through the compounding technique.

The money I used to fund my account will be the last big chunk I will ever get in my life and I could not afford to waste it away experimenting on my own. As you will remember, I made the fee for the seminar back on my first trade.

I have taken other seminars that only last a week-end for five times the money and gotten ten times less information. The simplicity of selling covered calls and working with LEAPS is astounding. For the first time in my life I feel comfortable about my financial future.

Thank you so much for your help.

--George


Dear Joseph,

You are the best thing that has happened to the U.S. financial markets since the change to negotiated commissions on stock transactions. Your simple monthly covered call technique clearly makes true sense in stock markets distorted by crazy expectations and "smoke-and-mirrors" information. Thank you for educating this cynical senior citizen on a better way than "buy-and-hold" to invest. A better way that focuses directly on building assets by creating income. I read your daily e-mail updates with joy and lean much from each one. I have started to use your techniques to buy stocks and sell calls with happy results so far. I am still unlearning and learning. But, gaining experience and excited about future progress. Thank you Joseph.

Again, I really appreciate all your help and guidance. As my granddaughter would say, "YOU'RE THE MAN!"

--Bill


Joseph,

I met a fellow CC writer online and referred him to your site. This guy seems to have enough money in CC transactions to quit his job and do CC's full-time, but he's afraid to make the commitment because he's worried about how the market has been acting lately...he's worried about his "total return"! His cash return has been phenomenal, but he can't get past the total return thing. How long does it usually take to reverse our lifelong, destructive "total return" mindset? It's so refreshing to leave that "lifestyle" behind...it's almost like being a recovering alcoholic. I still stumble occasionally, as you witnessed last week, but it's getting easier every day. You're investment approach is like AA for stocklosers! Also wanted to let you know also that we are anxiously awaiting the new technique you spoke of below! Thanks!

--Jeff


Dear Joseph:

Thanks you so much for all the wonderful e-mails. Your instruction on covered calls is phenomenal! I have done covered calls before, but the "wrong way." I picked the wrong stocks for this strategy, never bought back any calls, was always looking at the total account value, and had no idea how to manage the positions, etc., etc. I have learned so much in the past 2 months and am very excited to get started when I receive my trust disbursement. I'll be starting from scratch with cash and a blank slate! My thought is to diversify right away with at least 5 stocks at 400 to 500 shares per stock. I will open a new account for compounding, and use an existing myTrack account for cash flow (living expenses). I'd like to do the option tutor program with you when you have an opening and will let you know as soon as I have a date on when the funds will be transferred. Thanks,

--Christine


Hi there Joseph,

Wanted to give you another quick update on my results to date trading LEAPS calendar spreads. Well, I've been at it for 2.5 months now, and the results speak for themselves. I've made a return of 32% on my original investment capital-that's a return of 154% annualized. And, with the effect of compounding I'm well on my way to making over 200% on my money this year. All that in what has been the worst market in years - most normal investor's would think themselves fortunate to break even this year!

All up I've done a total of 19 LEAPS spreads in my 2.5 months - all except for 2 I have wound up for between 4 and 12% profit. And the 2 I have not wound up are providing me with consistent monthly income and I'm constantly reducing the cost base.

The best part is that at the moment, I am making more than my salary each week just trading the market using your techniques. In the new year I am walking away from the "job" and making this my full time career. I have always dreamed of being able to do this full time, and a ring binder which cost me USD60 (which I would pay USD10,000 for), and your tireless support, has enable me to do it. It really is mind boggling, I have to keep kicking myself because in two or three months I'll be conducting my business on a laptop, anywhere I like in the world.

Thanks again and keep up the great work.

--Aaron


Joe,

Really enjoying the seminar. I think I understand some of the subtitles of the methodology that I did not pick up from reading the book. I was somewhat skeptical when I first saw your website and the claims that were made. After having the privilege of spending a half hour a day with the 'covered call cash cow' master, I believe that I can actually replicate the success you and other clients are enjoying.

I would recommend anyone who can take the seminar to do so without reservation. There are certain things that can't be taught in a book that are essential to the success of this strategy. It is worth the price of the seminar just to get a glimpse of the thought process that is required.

We have paid for the seminar twice so far and we have not yet been fully invested. Best $500 I have spent for an investment seminar.

Thanks.

--Glenn


Individual results will vary. Past results are not indicative of future performance.

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