Return to the Guru
Richard Moroney, CFA, is the
Editor and Vice President of the Dow Theory Forecasts and Upside
Dow Theory Forecasts (DowTheory.com)
is devoted to achieving superior
returns by recommending
market-beating stocks that do
not involve undue risk.
Dow Theory Forecasts
investment newsletter subscribers have access to:
Quadrix® stock-rating system,
proprietary screening tool that narrows the vast
universe of stocks to a qualified pool of likely
winners. DowTheory.com Subscribers can also obtain Quality, Valuation &
Momentum Scores, composite rankings, and commentary on
over 5,000 stocks through the Dow Securities Review
Reports offer information on all stocks monitored by
Dow Theory Forecasts. Focus List Reports
contain analysis on all of Dow Theory Forecasts’
top picks for 12-month gains.
Subscribers can choose the fund that meets
financial objectives by using Dow Theory Forecasts’
Recommended Mutual Fund Reports.
Industry-Group Performance Rankings
show which way money is flowing on Wall
Get market updates, and learn about
fast moving stocks by calling the Toll Free 24-Hour
Market Commentary Hotline.
Access to the Stock-Split Calendar,
Special Reports, and more.
Carlson is also a contributing editor to Dow Theory
Upside (UpsideStocks.com) is a monthly
newsletter that applies the
Quadrix® stock-rating system to
small- and mid-cap stocks. Every month, Richard Moroney
analyzes the top 20% of the stocks covered by Quadrix,
and the top 25-35 buys go on its Buy List. The Best Buy
List takes the top 12 to 20 stocks. Subscribers receive:
Monthly issues of Upside with Buy,
Best Buy, and Sell recommendations, delivered online
with unlimited access to an archive of back issues.
Upside Opportunity reveals the
month's most compelling investment opportunity in
small and mid-cap stocks
Stock Picks: Quadrix leaders with
sales and earnings momentum.
Portfolio Review gives the latest
on stocks previously recommended, including an
analysis of how the stock is likely to react to
Twice-weekly e-mail hotline
Dow Theory Forecasts and Upside
Horizon Publishing Company
7412 Calumet Ave.
Hammond, IN 46324
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
achieve a decent track record. In reality,
however, many newsletters have not translated
well for most investors that subscribe to them.
Money management. Without the proper position
sizing using the right money management tool,
you are only dealing with half the formula for
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:
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!