font size:  A A A LOGIN

Stocks, Options, and Special Situations

About George Rho

3DR is a subscriber-driven research publication that issues comprehensive, very specific investment recommendations.

As a small company, we work closely with our subscribers. We help them navigate an increasingly complex investment landscape. They, in turn, help us continually improve our product.

You can learn more about us and our product elsewhere on this website. We’re clearly biased, though, so, below, we also let our results and subscribers speak for us.

Tracking Our 2009 Recommendations:

George Rho's seven Stock Recommendations

Stock Buy Date Sell Date Current Price Gain
Styker Mar 27, 2009 - 46.09 42.0%
Colgate-Palmolive Apr 20, 2009 Nov 20, 2009 74.85 38.6% *
AT&T May 26, 2009 - 27.44 21.4%
Boeing Sep 4, 2009 - 64.64 34.4%
Medtronic Oct 2, 2009 - 32.98 -7.6%
Oracle Nov 6, 2009 - 22.92 7.7%
CVS Caremark Dec 4, 2009 - 28.68 -6.3%

* - Gains based on price when sold

 

Since inception on August 13, 2009 through April 28, 2010, 3DR's Model Covered Call Portfolio gained 22.7%. During the same period, the Dow Jones Industrial Average was up 17.5% and the Standard & Poor's 500 Index increased 17.6%.

 

All of our Event Driven Special Situation Recommendations were profitable in 2009.

 

Benefits of Subscribing

  • We cut through all the clutter and noise and highlight only the best investment opportunities.
  • We keep abreast of all relevant developments affecting your investments and tell you when we think it's time to exit a position.
  • Our recommendations are geared towards both building long-term wealth and generating current income.

Testimonials

Your November 20 report is incredible (as usual) and worth much, much more than my subscription price. I have read and reread the report and continue to find very valuable, useful information. Thank you.

- Mickey M, Investment Adviser

It's so nice owning high-quality stocks that don't give me sleepless nights. Thank you very much.

- Tom M., M.D.

Thank you Mr. Rho. I have made money following your recommendations.  As an experienced investor, I appreciate your research and ability to find solid value stocks.

- Karen G.

Dear Mr. Rho, thank you for your reply to my question. It clarified the criteria for choosing CC portfolio stocks. If you would like to use my previous email as a testimonial from a satisfied subscriber, you're welcome to do so.

- Karen G.

I appreciate your taking the time to give me your thoughts in response to my questions. I have structured my portfolio to allow for the covered options approach. Where I have used covered options on occasion I have now embraced your approach and written options on many of my stocks.

- Thomas F.

Mr. Rho, thank you for your openness regarding your recent lawsuit and its resolution. I also found the article you linked to regarding Value Line, its CEO, and current difficulties most illuminating. I am a current Value Line Select subscriber, but am very glad I have also subscribed to your service. Congratulations on making the move to founding your own company. Best of luck!

- James C., M.D.

George, your request to use my name and words on your website is a compliment that I thank you for. Whatever you feel will be helpful to you, please feel free to use. You have been most helpful to me and I would consider it an honor to be able to return the kindness.

- Mickey M, Investment Adviser

Your stock and special situation recommendations have been fantastic. I've also benefited greatly from our regular communications, becoming a much better investor. Thank you very much, and best wishes.

- Scott K.