Caldwell Stock Report

Today is

The Caldwell Stock Report is a monthly electronic financial publication focused on providing information pertaining to the Caldwell Dividend Strategy.

The Caldwell Dividend Strategy is a stock investment system utilizing a combination of rigorous screening, fundamental and technical analyses considerations, and risk weighting. The investment objective of the strategy is to achieve total return from a combination of dividends and capital appreciation, while managing risk.

All stocks added to the strategy portfolio are dividend stocks and carry a minimum 2% dividend yield along with a targeted annualized total return in the 10-100% range. The total return performance goal for the strategy portfolio is 0-25% per year; actual results will vary.

The Caldwell Dividend Strategy was formally launched at the beginning of January, 2008. Performance for the first 10 months of 2008 exceeded the performance of the S&P 500 Index by a dramatic 12.8% in one of the worst 10 month periods in recent stock market history.

Caldwell Stock Report is designed as an informational tool only and does not render, nor is intended to render, investment advice. Information in the report is intended to assist individual stock investors in their quest to develop investment portfolios and investment strategies. Stocks listed in the strategy are a starting point for subscribers to further their own research. Users should consult their financial advisors as to the suitability of Caldwell Stock Report Information to users' financial goals and risk tolerance.