Louis Navellier is one of the most recognizable names in the world of newsletters.
He is a man who wears many hats. He is a quant, an investment analyst, a money manager, a portfolio manager, and an editor.
In this review, we will be taking a closer look at what he is all about as we learn more about his services, background, and track record.
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Introduction to presentation
Louis Navellier is a renowned investment analyst, a Wall Street veteran, and one of the wealthiest men in his line work.
Louis Navellier has been in the finance industry for the better part of the past 35 years during which he has managed money and offered investment advice to all kinds of investors.
Louis Navellier is the founder of Navellier & Associates, which is based in Reno, Nevada. The firm has assets under management worth approximately $2.5 billion.
He travels the country hosting seminars for individual investors.
Navellier is also an investment newsletter writer. His advisory services include Blue Chip Growth, Emerging Growth, Growth Investor, Breakthrough Stocks, Accelerated Profits, and Power Options.
Louis Navellier’s Background
Louis Navellier was born in California in 1957. He attended the School of Business and Economics at Cal State East Bay and graduated in 1978 with a BS in Finance. He got his MBA in 1979.
While he was in school, he undertook a research project where he was supposed to mimic the S&P 500’s performance. Instead, he found ways of beating the benchmark using quantitative and fundamental analysis.
His first publication when he left school was a monthly newsletter called MPT Review. He joined forces with a publisher called Phillips Investment Resources, LLC (later became InvestorPlace Media) in 1997 to launch a service called The Blue Chip Growth Letter. He used the approach he used in MPT review but focused on blue chip growth stocks rather than smaller companies.
Louis Navellier rebranded MPT Review in 2005 as Emerging Growth.
As he was publishing his research, Mr. Navellier was employing a three-step, bottom-up stock selection process where he focused on fundamental analysis, quantitative analysis, and optimization of the securities he had in his portfolio.
Navellier & Associates
Navellier (previously Navellier & Associates) is Louis Navellier’s investment firm that offers a variety of money management services to institutional and individual clients.
He founded the firm in 1987, bringing together a team of analysts manage the portfolios. It is an adviser to one mutual fund, the Cavalier Fundamental Growth Fund.
Their products fall under three categories, namely growth, income, and capital preservation. They manage private accounts and no-load mutual funds focusing on individual investors. Louis Navellier is also in charge of thousands of personal portfolios. He doesn’t do index funds.
The analysts find and exploit market inefficiency. They also uncover the market’s best growth stocks using a disciplined system based on quantitative and fundamental analysis. They then share their strategies with individual investors.
The firm has been around for over 30 years and Louis Navellier attributes its longevity to maintaining a consistent investment approach that prioritizes returns without dabbling in excessive risk.
According to Mr. Navellier, the portfolios are suited to conservative growth investors who want to buy and hold with an eye for long-term sales growth.
Media and Books
Louis Navellier has appeared on Bloomberg, Wall Street Week, The Nightly Business Report, Fox News, and CNBC to offer insight into the market. He has also been quoted by Barron’s, Fortune, Smart Money, Investor’s Business Daily, Money, MarketWatch, Bloomberg and The Wall Street Journal.
The New York Times once called him “an icon among growth stock investors.”
He was profiled in a book by Kenneth A. Stern and has also featured in Alan R. Ackerman’s book, Investing Under Fire: Winner Strategies from the Masters for Bulls, Bears, and the Bewildered.
Louis Navellier published a book called The Little Book That Makes You Rich. After releasing it, MarketWatch called it “a real contribution to investment literature. It was also named one of the top ten investing books of the year by SFO Magazine.
InvestorPlace Media Review
InvestorPlace Media is the firm that publishes a majority of Louis Navellier’s newsletters. The company was founded more than four decades ago.
On its website, it says that the company publishes solid research and recommendations from financial advisers, money managers, and self-directed investors who have different investment strategies. Examples of these include Luke Lango’s Exponential Growth Report, Fry’s Investment Report, and Matt McCall’s Bull Market Confidential.
It also has programs that teach investors who are new to the game how to navigate the market.
Is InvestorPlace legit? Yes, it is. I think InvestorPlace is legit because its analysts are mostly experts who have been featured on publications like The Wall Street Journal, Bloomberg, and Barron’s.
Louis Navellier’s Growth Investor Review
Growth Investor is Navellier’s main investment research service. It embodies his general approach to investing because he targets mid- and large-cap stocks that he thinks have the potential to grow.
His recommendations are usually accompanied by volatility rankings, price targets, and the research that went into identifying them as viable investment candidates. With these details, you get an ideal entry point and the volatility ratings enable you to anticipate market market gyrations.
Growth Investor is suited to investors who are willing to be patient, waiting for their investments to come good in a matter of months or years.
They monitor the stock market during Earnings Season. During this period, they use metrics like earnings growth and investor returns in their analysis.
This means that the Growth Investor monthly newsletter can make your investment journey much easier by bringing together important research and analysis in one place.
Here is what you get as a member of Louis Navellier’s Growth Investor:
The Monthly Newsletter Review
Every month, Mr. Navellier sends you stock recommendations along with market analysis, the volatility ratings, and the entry prices which you should be careful not to exceed. The monthly newsletter is the main feature of Growth Investor.
When he sends you a recommendation, it becomes part of the model portfolio, where you can track the performance of all his Growth Investor recommendations.
Access to Navellier’s Research Library
As a member of the Growth Investor newsletter, you get access to an archive of all of Louis Navellier’s materials.
As soon as you sign up to growth investor, you’ll also get his research reports. You can access everything with a basic subscription.
When you join the newsletter, you also get free special reports about investment opportunities. These are usually based on some new investment opportunity. Some of the special reports Navellier has sent out to his readers include:
The Kings of Scalability: 3 Must-Own Stocks to BUY NOW
This report is about new up-and-coming growth stocks that are in the technology sector. It comprises three companies that Louis thinks have the potential to make investors rich if they invest early.
The Network Effect: The Most Powerful Wealth-Creation Force in History
This report talks about a growth hack used by influential companies to build empires. This growth hack is known as “The Network Effect.”
He has written about three companies that could be profitable and he reveals their ticker symbols in the special report.
Portfolio Destroyers: 10 Ticking Time Bombs to Sell Now
Mr. Navellier says that when you own losing stocks, you can erode the gains you make. Therefore, if you are keen on making money, you need to get rid of such stocks. In the post-COVID world, he says that certain companies will not survive. He has identified ten of these companies that he regards as the biggest losers of the next ten years. He advises you to close your positions if you own any of them to avoid bleeding more money.
The #1 Stock for the Driverless Car Revolution
Autonomous cars are one of the future’s biggest technological disruptions. Jeff Brown, one of the most prolific investment gurus, even did a presentation called Elon Musk SAV Project Technology where he talked about a possible driverless car revolution that will render private car ownership obsolete.
In this special report, Navellier acknowledges that autonomous car companies are jostling to be the market leaders but he has identified one relatively unknown company that has perfected the technology. He expects it to be a good investment and he advises you to consider investing in it.
The AI Revolution
Like driverless cars, Artificial Intelligence is also a technology that people cite as impactful. They expect AI to be more prominent in the future. Louis Navellier shares this view too and in this report, he writes about one relatively unknown AI stock that he wants you to consider investing in.
Louis Navellier’s Growth Investor Pricing
The Growth Investor has a tiered membership. You can subscribe to different membership plans that include:
- Basic subscription is the most fundamental subscription plan and it costs $49 per year. It has everything you need from the newsletter that we have covered here except a few bonuses that are given to people who pay for the pricier packages.
- Pro membership. For $79 per year, you can purchase the next tier membership plan which includes everything in the basic package as well as some bonus research reports. It is not the best deal, to be honest.
- VIP membership. This one costs $99 for a one-year subscription. In addition to everything you get with a pro membership, you get three add-ons. These are Louis Navellier’s Crisis Master Plan, 10 Small-Cap Plays Set to Double, and an All-Access VIP Podcast. As a VIP member, you get 15 extra stock picks. This is the most expensive plan and it offers the best value.
The Refund Policy
Growth Investor has a 90-day money guarantee. This guarantee indicates that if you are not happy with the advisory service, you can cancel your subscription by calling customer care and you will get a full refund of your subscription. Just do so within 90 days of signing up for the newsletter.
I should point out that you should clarify the refund policy before you sign up because they can alter it any time without warning or offer different terms for different offers. For example, sometimes the period can be 60 days so you should always clarify this.
Breakthrough Stocks is the newsletter that focuses on small- and mid-cap stocks from different sectors. It has a buy list that is divided into three categories of portfolio risk, namely conservative, moderately aggressive, or aggressive to cater to people with different risk tolerances
Here is what you get when you join this advisory service:
- Instant access to Navellier’s quantum scoring research. According to him, this research has helped clients earn millions of dollars in forty years.
- Limited downside risk. Using his formula to find stocks with high alpha, you get the benefits of high-flying small caps with less risk than investing in a mutual fund.
- Instant stock alerts. You get instant buy or sell alerts via email or cell phone if you decide to go with that option.
- Monthly position monitoring. You get regular updates regarding his recommendations so that you don’t have to spend a lot of time watching a screen.
- 24/7 access to the members-only website. With login credentials, you’ll have access to all newsletter issues, flash alerts, the position tracker, and a host of other tools.
- Access to the model portfolio. This is where you can watch all of his current recommendations, their ratings, and his guidance on whether to buy, hold or sell.
- Special reports like 5 Small Caps Set to Soar 5,000% in which Louis walks you through his top small-cap recommendations.
- Access to the concierge service where you have your have access to customer service.
Accelerated Profits focuses on the day’s highest-rated stocks. These are the companies with extraordinary fundamentals and high quantitative scores.
These stocks are aggressive by nature thus you can expect to trade them more frequently as you try to hit the sweet spot of a stock’s rise and fall.
This advisory service provides you with Navellier’s insights on Long Term Equity Anticipation Securities (LEAPS) option contracts. He trades them on his most bullish stocks and his recommendations are easy to follow and designed for all investors. His portfolio consists of buy limits that are sorted into three categories: conservative, moderately aggressive, and aggressive.
You get Navellier’s insights from a growth investor perspective. It is the first time the famous growth investor is offering advice on how to navigate the options market.
Platinum Growth Club
The club combines the approaches of the Growth Investor and the other stock picking services.
You gain access to the LEAPs advisory, Power Options, as well as Power Portfolio where he collaborates with Matt McCall to pick the best growth stocks of the year.
You get the following when you become a member of Platinum Growth:
- Online coaching videos where Navellier shares his secret strategies.
- Live chat webinars where you can communicate directly with Navellier and his team. You can post comments and ask questions about finance.
- The VIP model portfolio. This is a portfolio that contains the best investing ideas from all of Louis Navellier’s research services.
- A special cash flow-focused research service that shows you how to earn more income every year without fail.
With this subscription, you have access to all of Louis Navellier’s research services for a fee of $3,995.
- Growth Investor ($299)
- Breakthrough Stocks ($2,495)
- Accelerated Profits ($2,499)
- Power Options ($2,995)
- Power Portfolio 2021 ($2,999)
- Access to his VIP Portfolio ($1,999)
- Access to the Portfolio Grader ($316)
With each of these newsletters, you get access to them for ONE YEAR.
The benefit of such a subscription plan is that it saves you money if you are already a big fan of Louis’s newsletters or you are considering signing up for more than one newsletter (if the cost will exceed $3,995).
You get to save $9,993 because that is the total cost of all the individual services added together.
If you sign up for the plan, you are entitled to a 30-day money-back guarantee.
You can try Platinum Growth Club and enjoy all its benefits for the next 30 days risk free.
Get every issue, every alert, join me for our monthly chats, use our incredible tools, read your free special reports, and see our Platinum Growth Portfolio for yourself.
If you are unsatisfied for ANY reason, just let me know in the first 30 days and I’ll refund 100% of your money.
Before you sign up for it, ensure that you read the terms of the newsletter first.
Is Louis Navellier Legit?
Louis Navellier is a legit investment analyst because he has a good track record. For example, he predicted the best performing stock in the S&P 500 in consecutive years and was among the first analysts to recommend Microsoft, Apple, Amazon, and Nvidia.
However, even with a good track record, it doesn’t mean that he will be successful with his future recommendations.
Louis Navellier Reviews
TheStockAdvisors.com, an independent site, once described Navellier as “the one advisor whose track record sits at the very top of the long-term performance ratings.”
The Hulbert Financial Digest rated his Emerging Growth Newsletter as the top performer in the period between 1985 and 2005. The Hulbert Financial Digest estimated that investors who followed Navellier’s advice from 1985 to 2008 would have recorded a gain of about 2,156%
In 2009, Navellier launched an ETF that searched the stock market for companies with the best fundamentals. He qualified them on cash flow, sales growth, and earnings growth.
Unfortunately, the fund underperformed and was liquidated in 2016. However, things weren’t rosy for Navellier in the aftermath because the Securities and Exchange Commission charged him for fraud for falsifying the fund’s track record in marketing materials.
Navellier was accused of selling Vireo AlphaSector investment strategies while knowing that the representation of the strategies were false and misleading. He was facing charges that his company defrauded clients about the performance track record. He was also on the hook because his firm sold the Vireo business without correcting prior misrepresentations or alerting their clients that they were selling it.
The SEC announced the final verdict on its fraud charges against Navellier & Associates and its chief investment officer, Mr. Navellier. The ruling by the federal district court in Massachusetts determined that the SEC would receive more than $30 million in monetary relief.
Closing Remarks on Louis Navellier
Unlike most of his peers who sell investment newsletters, Louis Navellier has an established track record. He is an investment adviser whose analysis and stock picks have helped many investors make better decisions.
Louis Navellier is best known as a growth investor who provides investment advice to thousands of followers. He has been doing it for three decades and has earned the reputation of being a savvy stock picker. His Growth Investor newsletter has beaten its benchmark for the past 17 years.
He also provides his readers with a wide range of simple but powerful tools that help them beat the market as they are buying stocks. His methodology is complex but it has served its simple purpose: uncover market inconsistencies and help investors beat the market with less risk.
He is also an astute portfolio manager. He has a team of 50 analysts who help him manage billions in mutual funds and institutional accounts through his company.
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