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My name is Marc Lichtenfeld.
I’m a former NASD licensed Senior Equity Analyst with Avalon Research Group and trader with Carlin Equities. Throughout my career, I have consistently beaten the S&P 500.
While at Avalon, I trained under two of the greatest contrarians in recent decades. As a result, I love shooting holes in conventional thinking and taking profits where no one else is looking. You may have previously read my research on TheStreet.com – where I wrote a column titled The Real Story as well as coverage of the biotech sector.
At The White Cap Research Group, I’m the Director of Research of Access Research Group and the Healthcare Analyst for The White Cap Report’s mid-month newsletter, Xcelerated Profits Report.
Just recently, Marketocracy – a leading research company that tracks, analyzes, and evaluates the investment industry – released statistics showing my biotech portfolio outperformed 99.9% of the other 60,000 portfolios on their site.
Whether it’s a biotech, pharmaceutical or medical device company, I know how to pick winners.
In fact, in the worst bear market in 70 years, my picks at Access Research Group have actually made gains since 2007 – crushing the S&P 500 by nearly 50 percentage points.
Some of the healthcare companies I recommend have tons of revenue and are profitable businesses, but others are companies that sometimes just have a great idea but no approved products yet.
And if you know the healthcare sector, you know that unless you are an expert with great industry resources, you run the risk of hitting more minefields than winners… But that’s where I come in… the only things that explode on my watch are gains… time and time again.
How do I find steady winners?
Five Step Strategy to Profits
With my proprietary five-step F.I.R.S.T. strategy…
F.I.R.S.T. is an acronym that I use to separate the potential blockbusters from the flameouts. When researching, my process includes digging into…
Financials: I start by examining a company’s financials. Does it have enough capital to continue its research and development, market and commercialize a product, or simply to continue everyday operations? I also want to see what the financial picture will look like in a few years. What’s the competition like (now and in the future)? What percentage of market share is it likely to capture?
Interviews: Like many things in life, investing in healthcare isn’t just about what you know. Who you know can be just as important. Having focused on the healthcare sector for many years, I’ve built up a pretty strong network of top contacts in the industry. So I Interview vital resources like company executives, institutional shareholders, vendors, production workers, etc.
Research: You can never do enough. I look at scientific papers, medical journals, industry statistics, opinion pieces, blogs – anything that will shed more light on a product and the disease or condition that it treats.
Safety: The safety of a drug is obviously critical. The Food & Drug Administration (FDA) has shut down many effective drugs because of side effects or adverse events. In the wake of several high profile failures, the FDA is much more conservative today, so it’s more important than ever to prowl for any sign of safety concerns. If there’s even a hint that the FDA may sniff around an issue, we’ll pass on the stock.
Timing: Once we get to the point where the company has satisfied the first four criteria, there needs to be a catalyst that will move the stock. Perhaps the company will release some clinical data soon, or a new product launch is expected. You don’t want your money to just sit idly for years. You need a reason to get in now.
If a company passes the five-step strategy, I issue an easy-to-read report, with the full story on its developments, highlights, earnings estimates, and the catalysts and reasons for why it’s set to make a move.
When it comes to the healthcare sector, the F.I.R.S.T. strategy is the only way to uncover the best stocks. In fact, this is a sure-fire way to separate potential blockbusters from the flameouts.
I have made a very successful living over the past 13 years researching small companies working on important innovations. In that time, I’ve shown readers that my F.I.R.S.T. strategy is a force to be reckoned with.
Here’s what I mean…
After thoroughly analyzing BioMarin, a little-known biotechnology company, I felt it was time to call the CEO and set up a meeting. After the meeting and talking with industry contacts, I knew this company was poised to take-off…
So I quickly released a buy recommendation when the stock was trading at $18.29. Within months the stock soared to over $36 chalking up 99% gains…
But as you’ll soon see, I’m just getting warmed up…
Access Research Group
Access is a premier institutional-style research service geared to everyday individuals looking for the kind of information and research typically reserved for hedge fund and investment firm managers.
I’m talking small-cap and up-start companies that are in what we like to call “the gathering period” – where influential investors, insiders and sector specialists are accumulating substantial positions ahead of breakthrough news and/or product announcements.
At Access, we look for little known companies, flying well under-the-radar, with highly promising, groundbreaking and innovative products just months away from market…
Like our latest winner, Nektar Therapeutics, which develops novel therapeutics based on its advanced polymer conjugate chemistry technology platform. I uncovered this little-known company using my F.I.R.S.T. strategy and recommended it to our subscribers immediately… the stock gained 103% in 7 months…
And the good news is this – the current economic crisis should have little impact on the remaining stocks in the Access model portfolio.
These are well-capitalized companies with innovative new technology. And when the catalysts that we’re expecting from the companies in our portfolio occur, we should still see explosive gains, no matter what’s happening in the rest of the market.
Unlike most institutional research, Access is completely independent and unbiased.
Differing from the big investment houses, Access and its staff have absolutely no financial relationship with any of the companies recommended.
The only way we make money is if you’re happy with your membership.
I’m extremely proud of the research my team and I do here at Access.
I’ve been asked to consult for hedge funds, but I’ve politely declined. When I started Access, my goal was to give typical individuals, like you, access to the kind of research the big guys are privy to, so you can have the same “edge” on the market that they do…
That’s why we spend a fortune every year traveling to companies’ headquarters, wining and dining industry contacts, trying to squeeze out by any legal means close-to-the-bone information that will lead us to hidden opportunities with enormous potential.
In the next few months, we should see several important developments in our current Access portfolio. All nine of our current recommendations have important catalysts coming up that could quickly move the stocks higher… potentially tripling or quadrupling your investment.
Sure, I’d be happy if we were in a bull market. But when the catalysts that we’re expecting from the companies in our portfolio occur, we should still see explosive gains, no matter what’s happening in the rest of the market.
As we’ve stated before, the Access portfolio isn’t as concerned with the day-to-day fluctuations of the market, as much as we are anticipating several major catalysts to light a fire under our stocks individually.
The stocks in the Access portfolio have revolutionary technologies that have the potential to change the way medicine is practiced in their respective fields.
As these companies report clinical data and have their products approved and adopted, their share prices should head significantly higher. You could realistically capture doubles, triples and even ten baggers.
And the only way to find opportunities like these is by doing extensive research…
Using my F.I.R.S.T. research methodology, I target companies with tremendous upside potential in the health industry – regardless of market conditions.
A Successful 2009 and An Even Brighter 2010
This year, we closed out big gains on three of our recommendations…
- 103% gain on Nektar Therapeutics
- 52% gain on Electro–Optical Science, Inc.
- 67% gain on SIGA Technologies
And with nine current recommendations that could pop anytime in 2010… we’re poised for an even better upcoming year. In addition, I am monitoring a handful of potentially explosive companies with breakthrough technology and unlimited profit potential… even in this seesaw market.
Just look at what can happen when the kind of “price movement catalyst” we’re expecting takes place in the healthcare field:
Vanda Pharmaceuticals Inc (VNDA.O) soared 643% after the U.S. approval of its once-rejected schizophrenia drug shocked Wall Street.
ATS Medical soared from $1.60 a share to over $3 when it received FDA approval for its mechanical heart valve…
Epix Pharmaceuticals went from 36 cents to $1.66 within two days when the FDA cleared its blood vessel imaging product late last year…
Omrix Biopharmaceuticals shot up 173% between the time its product gained FDA approval and it was acquired…
EV3 Inc. better than doubled in the three weeks leading up to FDA approval for it’s balloon catheter products…
There are hundreds of examples over the years of innovative little companies producing breakthrough products for the medical industry – who’ve watched their stock prices soar after reporting clinical trial results or receiving FDA blessings.
And the initial market reaction is just one small reason to consider owning biotech shares. The real profits could come as biotech companies’ innovative products become a mainstay in hospitals and doctors’ offices throughout the country.
Which brings me to my point…
As volatile as this market seems right now, there’s enormous opportunity ahead.
You should be looking at this as an enormous period of opportunity, possibly unlike any we’ll see again in our lifetime. And know I’m adapting my F.I.R.S.T. strategy to take full advantage.
Get Information that the “Big Guys” Pay Millions to Receive
The research reports you’ll see as an Access member are identical to the ones I prepared for top hedge funds during my days as a professional Wall Street researcher – reports institutional investors paid millions of dollars to see.
Access is one of the very few research products that provide individual investors with the same level of research previously reserved for hedge funds, mutual funds and pension funds.
Once only available to portfolio managers with at least tens or hundreds of millions of dollars, you’ll receive the same research, treatment and service as if you managed a $1 billion portfolio for the world’s wealthiest investors.
In addition to my detailed research reports, every Access member is invited to take part in conference calls whenever a new recommendation is issued. It’s here we invite an impartial industry expert to join us in asking the difficult questions of company executives so you can get a sense beyond the hard research whether this is a company you want to be part of.
And, of course, there’s the relentless follow-up I’m well known for. Even after the recommendation goes out, I’m on the phone daily – to the company, industry experts, and my insider contacts – following the progress and making sure there’s nothing that will put your anticipated gains in jeopardy.
In addition, I take your feedback very seriously and am always interested in hearing from you.
But here’s the thing. Right now… you have a choice. You can retreat like so many investors are… or you can join the few who understand that the greatest fortunes have been made in times like these.
I see the opportunity in this volatile market and I’m confident my strategy can pay enormous dividends in the weeks ahead.
These are times like no other. And we really want you to be here for the gains we firmly believe lie ahead in 2010.
Here’s what our subscribers are saying…
Subscriber Julian Towson wrote…
“I am delighted with the Access service so far and its performance: thank you!…”
Subscriber Jeremy Dawson wrote…
“Although I’ve only been in this service for a month or so, I have to say I really like your approach. You’ve clearly stated your “no deadlines” policy up front, and the reasons for it, so I think everybody who subscribes knows what they’re signing up for. That said, I think it’s really good that you give us updates regularly. It keeps the relationship current, if you will. With all of these premium-type investor services, it’s hard to tell exactly how much time someone is putting into their recommendations except by how much they communicate with you. Some services just say “buy this. period.” I much prefer a nuanced discussion of the risks and rewards of a particular investment.”
Subscriber William Mitchell wrote…
“I liked what I saw in regards to [this medical device company] when I originally read the Access Report. Thus, I decided to purchase shares a little higher than the recommended entry point. I purchased 100 shares at 5.89 on 4/28/08. Almost immediately after that, the stock started to increase rapidly. However, I realize that this is far from a “no risk” play so on 5/19/08 I sold 75 shares of [this medical device company] for 7.87, for a profit of 33.62% per share and a holding period of only 21 days.
The plus side of this trade is that I received $590.25 for selling 75 shares, which covered my entire principal in the [medical device] position. Now, my 25 remaining shares are pure profit and whether they soar or crash (hoping for the former), I won’t lose a dime.”
Your Pathway to Riches
With your membership to Access, you will be treated just like a hedge fund client. Here’s what you’ll get:
- Six to eight recommendations per year on small cap and micro cap stocks, mainly in healthcare and biotech fields. These companies are in the early stages of developing innovative and game-changing technologies, medicines and businesses. They’ll have significant ownership by insiders and savvy, thought-leading investors with stellar long-term track records. We won’t get involved unless we believe there is the potential for the stocks to at least triple in value over the next three years.
- An easy-to-read report with highlights and earnings estimates on the first page, followed by more detailed analysis, featuring our proprietary F.I.R.S.T. research methodology, beginning on page two.
- Weekly updates on the companies, competition, regulatory environment and market conditions.
- Breaking news updates. We’ll let you know as soon as news breaks on one of our companies and what it means for the stock. You won’t have to wait for the weekly update to receive our analysis. We’ll tell you when to add to a position or take profits off the table. You’ll never be left wondering what to do.
- A serious research product that until now was only available to portfolio managers with at least tens of millions (usually hundreds of millions or billions) under management.
- A privately arranged conference call with the management of the companies we recommend and independent experts. You will receive the same research, treatment and service as if you managed a $1 billion portfolio for the world’s wealthiest investors.
Find out more about how to subscribe to Access here. If you’d rather activate your subscription by phone, please call our VIP Services team at 888-570-9830 or 410-454-0498 and offer Priority Code: WACCL102.
Good Investing,
Marc Lichtenfeld
Director of Research
Access Research Group
P.S. Now, more than ever, it’s important for you to have an expert to guide you through this historic market fluctuation… letting you know when and how to take profits and when to let your investments ride. I know that you’ll be impressed with the level of research that you will receive in the coming years with Access – the kind of research you deserve but until now was available to only a privileged few.