The latest presentation from Altimetry and Joel Litman is building up tremendous buzz online.
But does it really live up to the hype? Read my Hidden Alpha review to find out.
Hidden Alpha Review: Overview
Hidden Alpha is a monthly newsletter and investment research service from Joel Litman and published by Altimetry.
Joel has extensive experience as a forensic accountant, and he uses his skills to identify overlooked opportunities and market trends that could be on the path to breakout growth.
The service aims to pinpoint high-potential large-cap stocks currently flying under the mainstream market’s radar and bring them to its readers.
Members receive access to a wide spread of features and benefits, including regular research updates and stock recommendations.
What Is Alpha?
Alpha is a term that describes the margin of difference between an investment’s performance and that of the overall market.
This metric basically quantifies how much a particular investment is outperforming the market as a whole. Typically, achieving alpha returns is the primary objective when investing.
Hidden Alpha gets its name from Joel’s ability to spot alpha opportunities that the market is overlooking using sophisticated forensic accounting analysis.
Who Is Joel Litman?
Joel Litman is a talented analyst and chief investment strategist for Hidden Alpha.
Many know him for his extensive expertise in forensic accounting. This has earned him widespread respect on and off The Street.
In addition to his work with Hidden Alpha, Joel serves as the President and CEO of Valens Research. And he also sits on the board of directors at COL Financial Group, an Asian brokerage firm.
Additionally, Joel’s a certified public accountant (CPA) with an impressive set of career and academic credentials.
He earned a BS in Accounting from DePaul University and an MBA from Northwestern’s Kellogg Graduate School of Management.
Not only that, but he’s even guest lectured at Harvard Business School!
Joel’s also a member of the Association of Certified Fraud Examiners, a professional trade group focusing on forensic accounting.
Over the course of his career, he had stints at Credit Suisse, Diamond Tech Partners, Deloitte, American Express, and other prestigious institutions.
What Is Altimetry?
Altimetry is a leading research publisher and the company behind Hidden Alpha.
It also offers several additional services, including Microcap Confidential, High Alpha, The Altimeter, and more.
Altimetry puts sophisticated, professional-grade research into the hands of everyday folks. And the firm’s expertise gives members a significant advantage over the at-large market.
Its research team specializes in financial analysis and accounting, which helps them identify hidden gems on the stock market.
Altimetry’s approach offers an additional lens to distinguish genuine opportunity from market hype.
Numbers don’t lie, and the firm’s accounting-based approach has produced opportunities for enormous windfalls.
Now that you know the main beats, let’s take a look at Hidden Alpha’s latest presentation.
Republicans Demand Joe Biden Remain in Office?
Many feel Joe Biden’s been a bit of a controversial president since he took office three years ago. He’s closing in on his 81st birthday and has just a 45% approval rating in 2023.
Still, Joel Litman thinks Biden will win the 2024 election by a landslide.
It has nothing to do with his policies, programs, or handouts. Litman believes a powerful economic force will carry Biden into a second term.
According to Litman, money is already changing hands like nothing our country’s seen in decades. The markets are enjoying the benefits, which means there’s an incredible opportunity for us here too.
What is this secret rising to the surface under all our noses?
Biden’s Big Secret
The big secret could usher in an exciting economic climate for the United States, but it comes with a downside.
A president boosting the country’s economy usually ends up with a lot of power. We could see Biden using this power to reshape the company as we know it.
The economic freedoms we know could fall more and more under Federal Government control. Litman warns of an increase in taxes alongside Universal Basic Income and debt forgiveness.
It doesn’t matter what side of the fence you’re on; a government with too much power can be very scary. A shift of this magnitude could mean that it’s going to be harder than ever to hold onto the money you make – even the investment returns if you play Biden’s big secret.
What is the big secret, anyway?
In mid-2022, Biden ushered in a new press release making the United States the leading exporter of liquid natural gas (LNG).
That may not sound like a big deal on paper, but you might reconsider if you think back to the impact oil had on our country at the turn of the 20th century. Wealth from oil gave the government a lot of power and imposed heavy burdens on the average American.
A Landslide Victory?
If LN provides such an economic boost to our country, it would make Joe Biden look great in the public’s eyes. It effectively removes America’s reliance on other powers like Saudi Arabia and puts us firmly in the winner’s seat.
Future generations might look back and see Biden as a champion for this change, whether he has much to do with it or not.
Litman says the wheels are already in motion. We have eight existing LNG port terminals to send product around the world, but we’re just getting started.
Five new ports are on the way, with an additional 12 right behind them. Kiss oil goodbye – a new, cleaner source of energy is rising to the top.
Prices and demand for LNG will likely soar as a result. The best U.S. firms could skyrocket in value as the rest of the world turns to us for natural gas.
Where companies grow, there’s money to be made. You just have to know where to invest to capitalize on it.
“Buy This Stock”
Joel Litman has already done the research on ways to gain wealth from the LNG craze. He’s so confident in his findings that he’s sharing one recommendation for free: Baker Hughes (NASDAQ: BKR).
This hidden gem often goes overlooked because it merged with a division of GE back in 2016. In reality, the company’s been around for more than 100 years and does really well in boom energy years like we’re about to head into.
During the last six energy booms, share prices have shot up at least 100% and sometimes higher. Litman expects similar gains this time around with huge dividends to boot.
BKR is just one of many companies set to zoom upward as LNG takes center stage. He’s not giving away any more stock picks for free, though.
You’ll need to sign up for Hidden Alpha to hear the rest. Let’s check out everything you get for becoming a member.
Hidden Alpha Review: What Comes With the Service?
A subscription to Hidden Alpha is packed to the brim with excellent features.
Follow along for a look at each one.
One Full Year of Hidden Alpha
Hidden Alpha‘s heartbeat is the monthly newsletter led by Joel Litman.
Each month members receive a new issue along with one stock recommendation, market commentary, and much more.
The recommendations mostly focus on mid to large-cap stocks whose “ profits and earnings are hidden from Wall Street and the mainstream media.”
Joel enlists a small army to pore over documents, and then they filter findings through The Altimeter to find potential discrepancies between companies’ reported earnings and reality.
It’s a unique system that could appeal to folks searching for a unique angle of market analysis.
Along with the monthly newsletter, members also receive special updates that keep them in the loop about market-moving events that could affect the model portfolio’s open positions.
This also includes sell alerts that let members know when the team believes it’s time to lock in gains or exit a position to protect capital.
These updates are sent via email, so it’s surprisingly simple to stay on top of the latest happenings.
It also lets you go about your day knowing that the team has a watchful eye on the stock market.
Hidden Alpha Model Portfolio
You can find Joel’s active recommendations in the model portfolio, and you get ongoing access as part of your member benefits.
The model portfolio includes detailed information on each recommended holding, including the company’s name, ticker symbol, current recommendation, price action, and more.
You can quickly check in on the status of every stock pick with nothing more than a quick glance at this intuitive resource.
As an added benefit, the model portfolio includes each stock with an active recommendation, so you can even tap into stocks that were featured before you joined.
Joel’s Warnings and Predictions
For an entire year, Joel shares his latest predictions and warnings about potential stock market shakeups.
He has earned a reputation for his uncanny foresight into potential market-moving events.
Some of his previous predictions include:
- Warned of the 2008 crash
- Called the bottom of the 2020 crash
- Recommended a series of stocks after the 2020 crash that provided the opportunity for triple-digit gains
With a track record like this, Joel’s latest warnings are definitely worth a close watch.
The TimeTable Investor
Joel’s throwing in another monthly resource to help Hidden Alpha members stay in the know between issues of the newsletter.
This resource offers his monthly outlook on the market that’s broken down into three factors:
It also shares strategies about asset allocation in cash and bonds, as well as additional insights.
Joel says that The TimeTable Investor typically costs $199 per year, but new Hidden Alpha members can access its insights for an entire year at no extra cost.
The Altimeter System
For an entire year, members have elite access to the same system that the Hidden Alpha team uses to vet their stock picks.
The Altimeter System covers 500 different stocks.
Simply type in one of the tickers supported, and it provides an estimate of a stock’s potential to surprise the market with earnings.
There’s no such thing as a stock market crystal ball. But this tool could help pinpoint opportunities worth a close look.
Hidden Alpha New Member Bonuses
The latest deal comes with much more than access to the monthly newsletter.
Read on for a look at each feature.
The Perfect LNG Portfolio
The Perfect LNG Portfolio contains the full details on half a dozen businesses playing a substantial role in America’s LNG development and exports.
One of them is a major natural gas pipeline operator touching roughly 50% of all natural gas heading for the shores. Another controls some of the best properties in two of the largest LNG developments in the country.
You get the names of these companies, which price to pay, and even how to allocate your money among them. Litman expects hundreds of percent gains on top of incredible cash dividends.
Growing Wealthy with “U.S. Government Inc.”
The downside to the colossal economic force LFG could bring is a shift in power toward the Federal Government. Litman’s using that to his advantage by recommending a company he calls “U.S. Government Inc.”
This publicly traded firm could be the best retirement stock in the country and has intricate ties to growth in the U.S. government.
It’s already up 30% over the S&P 500 in the last five years and consistently outperforms Google, Facebook, and Intel.
The stock also pays out huge dividends, which go up around 10% per year on average.
My Favorite Two LNG Speculations
Small companies can often generate higher returns thanks to a lower starting price, and small-cap energy stocks are no exception.
In this special report, Joel shares two little energy companies he feels will make the most of the coming boom.
One owns shale assets in Texas and New Mexico with some excellent forward momentum. The other is the only pure-play business of its kind and is entirely on U.S. soil.
You’ll get the names and tickers of these two small caps for a chance to invest. Just keep in mind they are speculative.
10 Widely Held Stocks You Should Sell Immediately
This final special report holds the names of ten stocks you’ll want to get rid of as soon as possible. We’re not just talking about energy here; these are popular companies across all sectors.
If you’ve been investing for a while, there’s a good chance you own one of these.
Litman explains in detail why he feels each one is a bust so you can get out and save your hard-earned money.
100% Satisfaction Guarantee
Under the new deal, members have 30 days to give Hidden Alpha a shot.
If you feel the service is not a good fit, simply request your money back for the full price of the subscription.
Similar services in this newsletter’s price range also offer 30-day refunds. So I usually wouldn’t give extra brownie points for following the norm.
That said, I do appreciate that Hidden Alpha offers unrestricted access to the Altimeter System during the satisfaction guarantee period.
It’s a unique tool for vetting stocks that tacks on a lot of value to the overall package.
Is Joel Litman Legit?
Joel Litman is as legit as they come.
His professional credentials are remarkable, and many prominent outlets have solicited him for his forensic accounting expertise.
Barron’s and Institutional Investor have quoted his work in the past, and he’s made appearances on CNBC. He was even interviewed by Forbes.
He also works as a Professor at Hult International Business School, which was named a top-ranked international MBA program by Financial Times and The Economist.
Few research services can claim to have such a prominent expert on their roster.
In short, Joel’s a respected voice on Wall Street with the experience, expertise, and skill you want to see in an analyst.
Hidden Alpha Review: Pros and Cons
Hidden Alpha is a solid service with a lot going for it. But there are a few rough edges to keep in mind.
- 75% discount on the first year
- 30-day money-back guarantee
- One year access to the Altimeter System
- Joel’s forensic accounting background add a unique angle of analysis
- No community forums
- Discount only applies to the first year
Hidden Alpha Review: How Much Does It Cost?
Hidden Alpha normally costs $199 for a one-year subscription. But the team is currently sweetening the deal with a 75% discount.
This means you can sign up for the introductory rate of just $49 for the first year.
Better yet, it includes everything mentioned in this review.
There is one caveat, however. This is an introductory rate, meaning that the subscription costs $199 upon renewal.
It would be ideal for the discount to carry over. Still, I appreciate how much is included under the latest package.
Many services I’ve seen offer less for more.
Hidden Alpha Review: Is the Service Right for Me?
Hidden Alpha could be well-suited for a wide range of folks in search of top-tier analysis and insights.
It digs into both mid to large-cap stock recommendations. So the research covers a good blend of companies that could have lower volatility and others that might have more room to grow.
While Joel does not typically focus on smaller cap companies, his latest research bundle does offer special reports about microcaps. So that camp is accounted for to some degree.
The newsletter also comes with one year of access to the team’s prized Altimetry System. This powerful tool could help members spot their own opportunities outside of the team’s picks.
However, monthly picks are not a good fit for day trading.
Most newsletters of its ilk are not particularly suited for this type of trading, so I wouldn’t count it as a point against Hidden Alpha.
Hidden Alpha Review: Is It Worth It?
Hidden Alpha is a great newsletter that’s worth the sticker price.
The latest deal might just be the team’s most impressive one yet.
It’s packed to the brim with standout features, including monthly stock picks, updates and alerts, as well as exclusive bonus reports.
Plus, it’s all covered by the team’s money-back guarantee and comes with a 75% discount on the first year.
Top it all off with one-year access to the Altimeter System, and this is a serious deal.
All in all, there’s a lot to like with the latest deal. And I recommend checking out Hidden Alpha if you’re interested in quality research backed by forensic analysis.