Return to the Guru Directory

Ken Trester is the Managing Editor of Maximum Options (MaximumOptions.com). Trester started trading options when the first exchanges opened in 1973. He has an MBA and worked as a stock broker and an investment manager. Ken Trester has been a computer science professor at Golden West College, where he also taught a course on stock options trading. Ken Trester only recommends cheap, underpriced options, using a computer modeling system to find which options are underpriced.

Jeff Carter is the Senior Editor of Maximum Options. Carter began as an investment advisor in 1986, and has edited several financial newsletters. He holds an economics degree from the University of California. Jeff Carter and has worked with Ken Trester for more than 12 years, having been a guest speaker at Ken Trester's investment seminars.

Jeff Carter has a three-pronged options investment strategy. First, he identifies stocks that are undervalued and have little downside risk. Then Carter uses timing indicators that tell him when the market is reawakening to the stocks, and the odds of a prolonged uptrend have increased. Next, Jeff Carter looks for LEAP options on stocks that are undervalued according to Ken Trester's pricing models. He also looks for fundamental undervaluation by comparing the LEAP's breakeven price with future price estimates for the stock. Finally, to reduce risk even more and magnify return, Jeff Carter recommends shorter-term "covered calls" to sell against the Leap positions. In the past, Carter has been able to reduce a LEAP's purchase price down to zero using this tactic, ending up with what amounted to a "free" investment.

Paid subscribers to MaximumOptions.com receive:

• Weekly email reports with a variety of option strategies and buy/sell recommendations based on Phillips InvestorPlace stocks.
   
• Explosive profit potential Calls hand picked by Ken Trester from the Phillips InvestorPlace stock portfolios.
   
• Timely Put strategies offering Big upside potential from short-term volatility, while also serving as a relatively cheap "insurance policy" on your overall portfolio.
   
• LEAPs Recommendations. 
   
• Trading Alerts. e-mail alerts when recommendations hit their targets.
   
• Covered Call Recommendations to generate income.
   
• Free, unlimited access to the Maximum Options private website. The portfolios are available throughout the day.
   
• E-mail Access to Ken Trester and his staff to answer your questions.
   
• A Library of 11 helpful and profit enhancing options reports including: How to Hit Home Runs for 300% to 500% Profits, Getting Started With Options, How to Supercharge Your Investment Income, Get Paid to Buy Stocks at a Discount with Options, Buying Put Options to Protect and Insure Your Stock Portfolio, Three Keys to Options Success, and How to Take Profits and Cut Losses.

Phillips Investment Resources, LLC
9420 Key West Ave
Rockville, MD 20850
information@phillips.com
1-800-539-8212

The above description was assembled using information from the publisher's site. All registered or unregistered trademarks referenced herein are the property of their respective owners, and no trademark rights to the same are claimed.

There are quite a variety of investment newsletter services available to investors today, which achieve a decent track record. In reality, however, many newsletters have not translated well for most investors that subscribe to them. The reason? Money management. Without the proper position sizing using the right money management tool, you are only dealing with half the formula for success.

Let's face it: if there was one consistently successful investment newsletter, then the word would spread rapidly, and that one investment newsletter would have more customers than the population of China. The reality is that there has never been such a success. Why? Because in the final analysis, 8 out of 10 investors fail due to one simple reason: position sizing.

The majority of investors who subscribe to investment newsletters think that the process is as simple as "Just give me your recommendations and let me become as successful as you are". Unfortunately, as money managers know, entry points account for very little in the overall success of a portfolio. Find out why!