Frequently Asked Qustions

FAQs

1) Why the change in your career, from a partnership with a world class investment banking firm to teaching individual investors?
I love the equities market with a passion. After nearly 28 years of working on the individual investor side, the professional money manager side and advising many growth companies, I feel I have a lot of value and insight to offer to the investing public. Too many investors and for that matter, retail stockbrokers, deal a bit blindly. The focus is sometimes way to blurry. I think my books, cd’s and coaching can bring an investor up to speed very quickly.

2) Why did you write the book “Stop Losing Money Today”?
Friends and family challenged me to write the book. After I started writing it, I loved the whole experience. I figured I had a lot of insights to share. I have a lot of experience in the investing world, some very profitable and some not so profitable! I have seen companies come through the last round of private venture financing, to the initial public offering (IPO) stage, have growing pains, and some thrived and some died. I feel there are very strong principals of investing, that if followed carefully, will give any investor a better than average chance to outperform the market and earn superior returns.

3) Why do you enjoy personal coaching?
I love coaching and teaching. Each investor is different. I get to learn and make a meaningful contribution to their dreams and goals. Planning can be difficult if left alone. I believe each serious investor needs a qualified coach to help them through the process, monitor the process and keep all advisors/brokers accountable. I love teaching an investor to get all their advisors/brokers/accountants/insurance agents and lawyers, to WORK for them. It has got to be the investor’s agenda that is always paramount. That is why I do not represent any products of any investment company. I have the luxury of being totally neutral and objective.

4) Why did you create this website?
It is a lot of work, a lot of planning. But I want to give the individual investor access to 20-30 great stock recommendations. These are stocks that professional money managers are buying and examining. Often, research to the individual investor gets “watered down” by the time it gets to the retail broker and his/her clients. I want to give the members of the site the ideas that are potentially home runs. I want to always remind investors of the Cardinal rules of investing. You can’t forget them!! If you work within those rules, your chance of success is greater than most.

5) What else will this website do for the members?
I will not clutter it with junk or bouyahs! I will not waste the website’s space or my members’ time. This website will be relevant and important for the members’ portfolios. The members will have a weekly column written by me, timely interviews with world class venture capitalists, professional portfolio managers and research analysts. I have hundreds of friends and former colleagues in which to draw on their collective huge expertise. “Notes and Tidbits” will be 2-3 quick sentences on events happening in the investing world, and situations affecting certain stocks or industries. Notes and Tidbits will be a riot especially during quarterly earnings season! Members may see 20-30 entries per day, but they will be relevant.

6) What kind of stocks will you recommend?
The stocks will run the gamut of small cap names to very large cap names. I want to offer growth ideas in growth industries. But sometimes an old warhorse stock is ready to run because they have changed or revitalized their business. There will be no shortage of great ideas. All recommendations will have an initial price target. This is critical because as a stock approaches its target price, it forces re-evaluation of the idea. Sometimes we sell, and sometimes we raise that price target.

7) What if a stock goes down?
Same thing. We will have a downside protection price, and if the stock approaches it, we re-examine all the fundamentals all over again. Is it the general market? Is it the industry sector under pressure? Is it company specific? Protecting the downside is as important as monitoring the upside. Not all stocks are or will be winners. But we will win more than we lose!

8) Will you talk about mutual funds?
Absolutely!! Mutual funds are critical to any investor’s balanced approach. But not all mutual funds are created equal. Some portfolio managers are superior to others. We will focus on the better ones with specific reasons and rationale.

9) What’s next for you?
I am very proud of “Stop Losing Money Today”. I think this book strips away a lot of the nonsense out their, and really shows you how the professionals approach investments. The next book will be out in November 2006, titled “Baby Boomer Investing…Where Do We Go From Here?” I am very excited about this book/cd as it really helps us Baby Boomers, and I am right in the middle at age 51, with understanding how we got to this point in the investment world,..and the world in general!! But more importantly, where are we going? What companies will be important and relevant for the next decade or two. I also believe that we are just beginning to see opportunities in the alternative energy space.The alternative energy industry reminds me of the internet industry back in 1992-1993. No one heard of Google, Yahoo, Ebay and Amazon back then...because they did not exist!

10) What would you like members to say after 12 months of subscribing to your site?
That it is important, relevant and helpful in their investing life. I want members to feel the passion I have and catch it themselves! I want members to be profitable in their investments and the site will help them dramatically.

ABOUT GEORGES YARED