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 5pm - 6pm Central Time

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

- Washington DC WTWP 107.7FM, Sundays 8am - 9am Eastern Time

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

- San Diego KFMB 760 AM, Sundays 11am - 12pm Pacific Time

- Phoenix KTAR FM 92.3 FM, Sundays 10pm - 11pm Pacific Time

- Atlanta WGST 640AM, Saturdays 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 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.

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.

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 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 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.

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.

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 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 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.

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.

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 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 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

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

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 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 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.

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. 

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 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 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 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.

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.

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 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 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. 

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.

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.

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.
 
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 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.

 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.

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. 

 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.

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 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 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.

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.

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 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 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 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.

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.

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 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 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.

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.
 
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 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 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 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.

 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.

 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 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 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.

 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.

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.

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.

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 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 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 .

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.

 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 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.

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.
 
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 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.

 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. 

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 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 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.

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.
 
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 27, 2007

 

 
November 3, 2007

 

 
November 10, 2007

 

 
November 24, 2007

 

 
December 1, 2007

 

 
December 8, 2007

 

 
December 15, 2007

 

 
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.

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.

January 5, 2008 with Tom P.

The clients 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.
 
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 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 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.

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.

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 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.

 

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.

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

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,

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,