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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 ½ 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 ½ % 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. |