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Harness the power of earnings results vs. investor expectations to optimize your portfolio!

The Earnings Whisper Investor Service is based on these fundamental truths:
  • The one consistently proven stock market anomaly over the past 50+ years has been the Post-earnings Announcement Drift (PEAD).
  • PEAD occurs because it changes investor sentiment.
  • The stock market never changes because human behavior never changes.

By combining these truths, we provide tools to identify the occassions where results differed the most relative to expectations, and giving you the opportunity to significantly outperform the overall stock market.

Unlock the power of earnings-driven investment strategies with our Investor Service, anchored by the innovative Earnings Whisper Grade. This unique grading system evaluates every earnings release with consensus estimates, ranking them from F to A+ based on the quality of earnings relative to investor sentiment.

In simple terms, it's an intelligent approach rooted in data: since the end of 2002, companies awarded with passing grades have consistently outperformed the overall stock market in the following quarter, while those with failing grades have underperformed.

As of April 13, 2023, stocks with the best grades each quarter have averaged a 43.3% annualized return - 365% above the S&P 500.

Investing is undoubtedly a complex endeavor with a multitude of factors influencing stock performance at any given moment. Yet, there remains a strong and statistically robust edge in favor of investing in companies that report strong results when investors were expecting the contrary, and vice versa.

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Monthly Plan

$49.95

Annual Plan

$499.95

Save with Annual Billing: Equivalent to Two Months Free!

Systematic Reallocation - The Snowball Effect

The graphic at the top shows the average results by grade from the start of our data in December 2002 and includes backdated results. We first started providing the Earnings Whisper Grade in 2015 and in a real-world environment, the grades have continued to be a reliable indicator of which stocks will outperform in any given quarter and which will underperform. While it’s important to remember that past performance doesn’t ensure future returns, the track record since 2015 of regularly reallocating into those stocks most likely to outperform speaks for itself.

If you had started an equally weighted portfolio with a $100,000 investment at the start of 2015, targeting only those companies we reported as having A+ Earnings – buying at the open following the announcement and selling just before its next earnings release – your portfolio would be $692,500 as of June 16, 2023.

That’s because the strategy puts you in the sweet spot between passive investing and systematically reallocating your investment into the stocks most likely to outperform over the next 13 weeks. This is the snowball effect in action, and it’s a powerful benefit of using the Earnings Whisper Grade.

Investors Also Get

The Whisper Report ®

Every week, we conduct a comprehensive analysis of the current market environment. Our process begins with a macroeconomic and technical overview, providing a top-down perspective of the market. Following this, we shift our focus to a bottom-up approach, where we examine the leading companies set to announce their earnings. This dual perspective ensures a thorough understanding of the prevailing market conditions.

Earnings Whisper Sentiment Index

We utilize a comprehensive, top-down approach to assess investor sentiment, leveraging data sources from our proprietary investor surveys to overall short interest metrics. This methodology aids in determining the most opportune times to buy and sell stocks, providing a data-driven edge in market participation.

Expanded Earnings Calendar

You'll get access to an expanded set of earnings calendars with critical data such as implied volatility and average price moves, charts in a single glance, a sentiment heat map of upcoming earnings, and weekly or monthly views - all to help you plan ahead and anticipate strategic decisions ahead of time.

Compreshensive Trends

The role of fundamental trends often outweighs technical trends when determing a stock's performance. However, it is important to remember that ultimately, it's the price that pays. Understanding this balance between fundamental analysis and market pricing is key to profitable investing.

Short Report

Identifying when short interest in a stock has reached its peak is of significant importance for investors. This peak often indicates a point of maximum pessimism, where bearish sentiments have taken hold and most of the negative news has already been priced in. At such a point, the stock may be undervalued, presenting potential buying opportunities. Moreover, it creates the conditions for a short squeeze, where any positive catalyst can cause short sellers to cover their positions en masse, driving the stock price sharply upward.

More...

You'll get additional features, such as an expanded watchlist for your dashboard and data downloads. We provide detailed earnings and guidance information and give an extensive history of the company's past results. Plus, comparisons with peers, option details, and more.

Sign Up for Investor Services (2024)

FAQs

How do you answer an investor question? ›

Be honest in your answers and try not to get defensive. Investors are looking for entrepreneurs who are realistic about their businesses and who are willing to admit their weaknesses. They want to see that you have a good understanding of the risks involved and that you have a plan for how to deal with them.

How to ask for funding from investors? ›

  1. Give a Detailed Introduction. As they say, 'first impression is the last impression. ...
  2. Keep Your Emphasis on the Benefits. Investors put their money into a business for the ultimate reason – they want to make a profit out of it. ...
  3. Let the Figures Speak. ...
  4. Talk about the Dream Team. ...
  5. Ask for Their Opinion.
Aug 16, 2024

How do you respond to an investment offer? ›

First of all, politely thank your suitor for their interest. Let them know the business is not currently for sale, however, let them know you are open to a strategic discussion. Ask them to email you their contact information and tell them you will respond with some dates/times you are available for a conversation.

What are 5 questions you should ask when investing? ›

5 questions to ask before you invest
  • Am I comfortable with the level of risk? Can I afford to lose my money? ...
  • Do I understand the investment and could I get my money out easily? ...
  • Are my investments regulated? ...
  • Am I protected if the investment provider or my adviser goes out of business? ...
  • Should I get financial advice?

What questions will an investor ask me? ›

You should always plan to answer all of these questions with your pitch deck.
  • What problem (or want) are you solving?
  • What kinds of people, groups, or organizations have that problem? ...
  • How are you different?
  • Who will you compete with? ...
  • How will you make money?
  • How will you make money for your investors?
Oct 27, 2023

How do you get investors to give you money? ›

A rock-solid business plan

While your business plan alone won't be enough to convince investors to back you, no investor will offer you funding without one. If past performance data shows that you've historically succeeded, a business and financial plan will show that you will continue succeeding in the future.

How much money do you ask for investors? ›

While there are no strict rules, think of funding in the range of $50,000 to $500,000. However, your request will depend on the stage of your company and the deal terms you offer. More restrictive terms will reduce the investment amount. Valuation is also important.

How to politely ask for funding? ›

  1. Make it urgent. Giving now is better than giving later, so make sure your language reflects that. ...
  2. Be clear and direct. ...
  3. Craft a great subject line. ...
  4. Keep it optimistic. ...
  5. Say thank you in advance. ...
  6. Use "you" in your asking for a donation wording. ...
  7. Use action verbs. ...
  8. Follow the numbers.
Apr 17, 2024

What is a good offer for an investor? ›

There are, however, a number of words of wisdom to take on board and pitfalls for a business to avoid when taking their first big step. A lot of advisors would argue that for those starting out, the general guiding principle is that you should think about giving away somewhere between 10-20% of equity.

How to start a conversation with an investor? ›

How to speak with potential investors
  1. Skip the small talk. What should you discuss after saying “hi” and briefly introducing yourself? ...
  2. Know your market. Is there a large market opportunity for your business? ...
  3. Be honest. You probably don't plan to lie to potential investors, or anyone else. ...
  4. Do your homework.

How do you convince a potential investor? ›

10+ Effective Ways to Convince an Investor to Invest in Your...
  1. 1 Hire key members of your team prior to speaking with investors.
  2. 2 Do industry research before you pitch to investors.
  3. 3 Try to soft-sell your idea at networking events.
  4. 4 Apply to startup accelerator programs.

How do you introduce yourself to potential investors? ›

Introduce yourself and your startup: Briefly explain your company's vision and mission, expressing interest in learning from their experience with the investor. Build rapport: Engage in a conversation with the founder to establish trust and common ground before requesting an introduction.

How do I pitch my startup to investors? ›

How to make a pitch to investors
  1. The nature of your business, your company structure, founders, and other details.
  2. Your product or service, anything relevant to what your company provides.
  3. Your value proposition, the benefits that your product or service delivers.

How do I get investors for my startup? ›

Here are eight options to get the financial boost you need:
  1. Friends and family. ...
  2. Equity financing. ...
  3. Venture capitalists. ...
  4. Angel investors. ...
  5. Incubator. ...
  6. Accelerator programs. ...
  7. Crowdfunding platforms. ...
  8. Traditional business loans.

How do you start a conversation with an investor? ›

How to speak with potential investors
  1. Skip the small talk. What should you discuss after saying “hi” and briefly introducing yourself? ...
  2. Know your market. Is there a large market opportunity for your business? ...
  3. Be honest. You probably don't plan to lie to potential investors, or anyone else. ...
  4. Do your homework.

What do you say when meeting an investor? ›

5 Tips for Talking to Potential Investors
  • Craft a Clear, Concise Pitch. When speaking with potential investors, you need to make every second count. ...
  • Articulate Your Product's Value. ...
  • Tell a Compelling Story. ...
  • Explain What Funding Would Provide. ...
  • Highlight the Specific Investor's Appeal.
Feb 17, 2022

How do you solve investment questions? ›

When working on investment word problems, you will want to substitute all given information into the I = Prt equation, and then solve for whatever is left. You put $1000 into an investment yielding 6% annual interest; you left the money in for two years. How much interest do you get at the end of those two years?

What an investor wants to hear? ›

So they're going to want to know exactly why you need the cash and exactly what you plan to do with it. They'll also want to know when they can expect a return; that should be a part of your business plan. Investors will also be looking for an exit strategy, and you need to think about that in advance.

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