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Research Report V3. Issue 9

Thu, 10 Dec 2015 19:46:46 GMT

ok, so i'm particularly disappointed that the research report that was released today was absolutely not a research report!!! it was all about the methodology - which is great! - but it needs to be a research report!!!

Thu, 10 Dec 2015 20:56:31 GMT

Personally I'm okay with this. Education material when there isn't substantial news or picks to discuss is great. The methodology is a bit of a refresher, but considering people in the forum and on SA who have said they didn't follow the methodology and got creamed, I don't think one can't fault Mark for reinforcing it. Plus, it comes with an opportunity for a free subscription to Pipeline. Not too shabby.

Thu, 10 Dec 2015 22:42:08 GMT

i'm with shawn...i think it was a great idea to go over and to remind us all to go back and study the methodology often as it is a big part of our success....and we all like a good contest

Thu, 10 Dec 2015 23:21:26 GMT

I'd like to see more of this educational mat'l for PTT. This was a good refresher. Reminded me of some things I'd forgotten about the Methodology ( to my detriment).

Fri, 11 Dec 2015 04:41:38 GMT

It's great that "Memory refreshment on the Methodology" is part of the agenda, but this is a Research Newsletter. We're paying for Research - not a gap filler - that's what a refresher on the methodology essentially is. Updates on picks or Research is what I'd expect from a Research newsletter. I'm not trying to be difficult & I enjoy reading Mark's work - but I'd like to get what I paid for. The methodology is free and is available to non-paying internet users and PTT subscribers. If I were a non-paying member and if I read the methodology 3x - I'm sure my memory on it would be refreshed. AND Lets not forget the free PTT youtube videos on the methodology and research that are online -

Fri, 11 Dec 2015 14:44:37 GMT

I get a different vibe from Mark on the methodology now. It is more of a trading mentality vs hold unless we say something from a year and a half ago. I specifically remember watching videos and reading comments from him that specifically stated I hold through ups and downs, but others trade the swings. Watching this video a year ago would have given me a totally different perspective. I have on my own started to do exactly what he explains in this video, because I thought it was stupid just to hold until it triples and lose all of the profits from a high. There are some risks involved that it might not come back down but better to have gains in hand instead of losses.

Fri, 11 Dec 2015 18:09:15 GMT

> @wkf > I get a different vibe from Mark on the methodology now. It is more of a trading mentality vs hold unless we say something from a year and a half ago. I specifically remember watching videos and reading comments from him that specifically stated I hold through ups and downs, I clearly remember reading the methodology on these points, and it really made an impact, unfortunately, in my head, especially with regards to GLUU. Mark stated in more than one place, and on more than one occasion, that he doesn't buy and sell, he holds because he doesn't want to miss the big gain. Further that we need not do anything on stocks - just hold and relax, they will "do the work". Strangely I mostly ignored this advice on MATR, AERO, JAKK, and a few others, and made some really nice gains at some point, on short term holding. But with GLUU, since it was a "core" holding, I have held, and am seeing serious pain, and missed on some superb gains. Holding this POS through all the crap and ignoring my own nagging, gnawing doubts about its model and performance (posted on many occ asions here, and in the old forum, and largely dismissed outright by Mark (and others), when he responded) is clearly my own fault, but without a doubt heavily influenced by that early reading of the methodology, and Marks comments on it. I am still a bit incredulous that the pattern of advice from PTT, with GLUU, has been to hold at the highs and trim at the lows. Buy and hold is probably a good strategy for a solid well-founded company, but not one for these types of unstable companies.

Fri, 11 Dec 2015 23:52:55 GMT

Trying to reconcile the new rating system with the methodology, it's hard to understand why gluu wasn't upgraded to a 10 this week if the thesis is still firmly in place.

Sat, 12 Dec 2015 04:23:54 GMT

One thing I learned from the video is that the version of the Methodology posted on the free site is apparently a different version than the one posted on this paid PTT site. Specifically, Item No. 3 under "When to Sell." Just an observation ....

Sun, 13 Dec 2015 05:22:50 GMT

i'm happy with the educational video i watched. I bought too much gluu when it hit $4.20 , never expected it to go this low. should of sold more when it hit the high R/R charts.

Tue, 15 Dec 2015 18:12:40 GMT

Glad I am not the only one to have noticed that we should have been trading our picks instead of buying and holding them. This kinda changes the game with PTT.

Tue, 15 Dec 2015 21:08:33 GMT

Very conflicting advice right from Mark's mouth. I can't tell you how many times he said in videos in the past to hold and not trade on swings. This last video was a complete conflict of everything he taught a year ago. He specifically said to sell and trade throughout the video......??????? I started to do it on my own cause I thought it was stupid, but not soon enough.

Wed, 16 Dec 2015 05:53:00 GMT

I think Mark's original intention may have been to set up Research as a very straightforward buy & hold strategy, with only two trigger points for selling. This might be why the trading strategy was removed from the version of the Methodology used in Research. More aggressive picks and trading were the domain of Pipeline. From a business perspective I can understand why he would want to set it up that way. Recently the Research strategy has been tweaked to be more aggressive, with more active adjustments to the weighting recommendations. As others have pointed out before, Research is not the Premier subscription, but is in fact the Starter subscription. Just my two cents.

Robert M.
Wed, 16 Dec 2015 11:42:45 GMT

I just got around to listening to that video today, and I learned everything I need to know about PTT. So, according to Mark, he won't share with Research subscribers his risk/reward charts because he doesn't want us "competing" with him, by pushing the stock price down before he has a chance to sell. This alone is squeamish enough, but it also implies that the flip side must also be true - that Mark is okay with us pushing the price up AFTER he has established his position and he doesn't have to worry about us competing with him for cheap shares. Wow! Such a noble service! Even Jim Cramer gives his subscribers the benefit of letting them know his trades before he personally buys and sells, so as to negate any suspicion of ulterior motives. What I just heard in this video is chilling to the bone.

Robert M.
Wed, 16 Dec 2015 11:53:09 GMT

David's writes: "Research is not the Premier subscription, but is in fact the Starter subscription." In the beginning, it was the ONLY subscription. The original lifetime subs were caught off guard by the tiering of services.

Wed, 16 Dec 2015 17:26:31 GMT

Robert, that is just the impression I got when I joined PTT, and Pipeline was already being offered at the time. I was caught off guard when the additional analysts starting showing up with their own separate services, and am still waiting to recover from the pain one of those guys created. If KPP is a hit I'll be in the green at last.