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BOTTARELLI RESEARCH
Customer Questions

General Bottarelli Research Questions

Options Service Questions

Small Caps Service Questions

General Bottarelli Research Questions

Q: I’m not receiving my Bottarelli Research trading alert e-mails. What’s going on?

Trading alert e-mails are immediately e-mailed to all active subscribers and will always come from alert@bottarelliresearch.com. Occasionally, however, e-mail is filtered into bulk, spam, or junk e-mail folders. To prevent this from happening and ensure Bottarelli Research e-mails will be safely delivered to your inbox, add alert@bottarelliresearch.com to your e-mail address book and/or safe senders list. That way, you can be sure you’re receiving all of our trading alerts and correspondence. As a supplement to e-mail, we strongly encourage you to receive your Bottarelli Research alerts via RSS. To learn more about RSS, click here.

Below are specific instructions to “white-list” or add an e-mail address to the safe senders list for a variety of popular e-mail clients. If yours isn’t listed here, please contact support@bottarelliresearch.com so we can provide you with additional instructions.

Microsoft Outlook

  1. Open Outlook.
  2. On the Tools menu, click Options.
  3. On the Preferences tab, under E-mail, click Junk E-mail.
  4. Click the Safe Senders or Safe Recipients tab.
  5. Click Add.
  6. In the Enter an e-mail address or Internet domain name to be added to the list box, enter either the domain name “bottarelliresearch.com” (to allow all e-mail from Bottarelli Research) or the e-mail address “alert@bottarelliresearch.com” (to only allow e-mail from this address), and then click OK.

Gmail

  1. Log in to your Gmail account.
  2. On the left navigation menu, click Contacts.
  3. Click the Create Contact link.
  4. Enter “Bryan Bottarelli” in the Name field, “alert@bottarelliresearch.com” in the Primary E-mail field, and any other information you would like to provide for the contact. Click Save.

Yahoo! Mail

  1. Log in to your Yahoo! Mail account.
  2. Click the Options link in the upper right menu.
  3. Under the Management section of Mail Options, click Filters.
  4. Click Add and create a filter rule with the “From header” set to “contains” and enter the value “alert@bottarelliresearch.com” in the textbox (do not check the “match case” checkbox).
  5. Using the “Move to message to” field at the bottom, select “Inbox.”
  6. Click the Add Filter button.

MSN Hotmail

  1. Log in to your MSN Hotmail account.
  2. Click the Options link in the upper right menu.
  3. Click the Mail and junk e-mail link in the left navigation menu.
  4. Click the Safe List link. Note that for Windows Live Mail this link is called Allowed and blocked senders.
  5. In the Type an address or domain textbox, enter the e-mail “alert@bottarelliresearch.com” and click the Add button. For Windows Live Mail, in the “Sender or domain to allow” textbox, enter the domain “bottarelliresearch.com” (to allow all e-mail from Bottarelli Research) or the e-mail address “alert@bottarelliresearch.com” (to only allow e-mail from this address) and click the Add to List button.

AOL

  1. Log in to AOL.
  2. Click the Mail menu and select “AOL Address Book.”
  3. Click the Add button.
  4. Enter “alert@bottarelliresearch.com” into the Other E-mail textbox and mark it as the “Primary Email.”

AIM Mail

  1. Log in to your AIM Mail account.
  2. Click the Settings link in the upper right menu.
  3. Click the Spam Controls link in the left navigation menu.
  4. Click the Control From Whom I Get E-mail button.
  5. Select “Allow mail only from people I know” and click the Save button.
  6. Add “alert@bottarelliresearch.com” as a contact by clicking Mail, then clicking the Addresses tab, and finally Add Contact. On the pop-up that displays, select “E-mail 1” for “Preferred E-mail” and enter “alert@bottarelliresearch.com” into the “E-mail 1” textbox. Enter additional information you would like to provide for the contact and click the Save button.

Please note that you may actually be receiving Bottarelli Research e-mails, but they are being filtered into a different folder other than your inbox where e-mail is typically delivered. If you find a Bottarelli Research e-mail in your bulk, spam, or junk folder, open the e-mail and click to either mark it as Not Spam or add the sender to your Safe Senders List. This will move the e-mail to your inbox and correct the problem so all future e-mails from Bottarelli Research are delivered directly to your inbox.

If you have tried adding alert@bottarelliresearch.com to your address book and safe senders list and still are not receiving e-mails from us, please please contact support@bottarelliresearch.com for further assistance.

In addition to e-mail, we strongly encourage you to receive your Bottarelli Research alerts via RSS to ensure immediate and reliable delivery. To learn more about RSS, click here.

Q: What is RSS? Should I be using it to receive Bottarelli Research alerts?

Really Simple Syndication (RSS) is a format for distributing frequently-updated content on the Web. Using an RSS reader, you can automatically receive specialized content in a news-wire-style format (referred to as a "feed") as soon as it’s published. How does it work? The RSS reader constantly scans the source for new content on a regular interval in the background, and when it finds a new post, you are alerted.

As a Bottarelli Research subscriber, using RSS means you can receive alerts the instant they are published — without having to wait for an e-mail to make its way into your inbox. Of course you can continue to receive alerts via e-mail, but since e-mail is not a 100% reliable delivery method and is prone to delays, we strongly encourage you to use RSS as a supplement in addition to e-mail. That way, you can be certain you are notified the instant a new alert has been published so you can take immediate action.

Please note that Bottarelli Research RSS feeds are secure and require authentication, so you will need to use an RSS reader that supports authentication and enter your Bottarelli Research e-mail and password when prompted.

If you are a Bottarelli Research subscriber, please refer to the RSS Setup Guide for more detailed information including configuration settings.

Q: Which brokerages do your members use?

The brokerage list is getting too long to keep up with. But for the purposes of this service, all you really need is a broker that can execute your trades quickly. Since Bottarelli Research is doing all the work and research for you, it’s not advisable to pay a brokerage for extra service or research reports. Any reputable discount broker with ultra-fast option execution and a low commission rate will work for Bottarelli Research Options Service, and any full or discount broker will be able to execute the recommendations from Bottarelli Research Small Caps Service.

Q: We’ve received numerous requests from Charter Members to offer an “auto-trade” option for Bottarelli Research alerts. Is this available?

I personally do not engage in “auto-trading.” In fact, I’d prefer if you traded your own account. But if you’re going to be away from your computer, traveling for business, or away on vacation, it could be a beneficial feature.

So in response to your requests, I’ve spoken to four (4) different brokers who I feel are reputable, experienced with options trading, and that offer competitive prices. I’ve also spoken to customers who currently use these brokers, and they tell me that those listed below offer excellent service. If you are looking for a broker who is knowledgeable about options trading, you may consider researching the following choices, listed in alphabetic order:

Auto-Trading Disclaimer

Although some subscribers (hereafter referred to as readers) to Bottarelli Research may choose to engage in what is commonly known as “auto-trading,” Bottarelli Research and Bryan Bottarelli do not, can not, and will not send any trading alerts directly to brokers.

Bottarelli Research and Bryan Bottarelli do not recommend nor require that readers of Bottarelli Research engage in “auto-trading.” Bottarelli Research and/or Bryan Bottarelli offers no penalty or incentive, monetary or otherwise, to readers to either engage in or not engage in “auto-trading.” Bottarelli Research and/or Bryan Bottarelli offers no opinion to individual readers as to the propriety of engaging in “auto-trading” either in general or in conjunction with Bottarelli Research. The decision to engage in “auto-trading” is a decision left to the reader to Bottarelli Research, but never will Bottarelli Research trading alerts be sent directly to a broker. The recommended list of brokers is purely informational in nature and is not meant to be and should not be construed as being a recommendation or endorsement of any or all of the aforementioned brokers. If a reader chooses to engage in “auto-trading” without consent or support of Bottarelli Research, that is an independent decision made solely by the reader of Bottarelli Research. Readers are encouraged to independently verify the merits or shortcomings of a broker before engaging its services, including those previously listed. Readers are encouraged to seek information regarding any given broker directly from the broker itself. It should be understood that any information provided by Bottarelli Research and/or Bryan Bottarelli and the basis for any opinion given by Bottarelli Research and/or Bryan Bottarelli regarding any given broker should be independently verified by the reader or other recipient of the information.

Q: I’ve decided that Bottarelli Research is not quite right for me. How do I cancel my membership?

Although we’ve found that not too many Charter Members are willing to give up their spot in the group, we understand that this type of trading service may not be right for everyone. If you’ve decided that this service is not right for you, then you have two choices.

  1. You can simply ride out your membership and let it expire.
  2. You can cancel your membership and see if you qualify for a refund. Although not all members do qualify to receive a refund, you’re entitled to submit a refund request to our processing department. To fill our this form, click here.

Q: Who should I contact if I still have a question?

We welcome all questions, comments, or feedback you may have. Please e-mail us below.

Contact Support at: support@bottarelliresearch.com

Contact Bryan directly at: bryan@bottarelliresearch.com

You may also fax us toll-free at: (800) 976-0974.

Please allow up to 2-3 business days to receive a personal response to your inquiry.

• • • • •

Options Service Questions

Q: How many e-mail alerts do you typically issue each week? How many trades do you typically issue each week?

On average, one (1) options alert is issued each day the market is open for trading, so you can expect around five (5) per week. Alerts may contain a recommendation to buy or sell, advice on potential trading opportunities, or a full position update, depending on current positions. On average, the alerts you receive over the course of a week will contain two (2) to three (3) trades, and each will require no more than 5-10 minutes to read and execute. Of course, weeks with excessive market momentum will warrant more trading opportunities, and weeks with muted market volatility will warrant less trading opportunities. It isn’t uncommon to receive three (3) alerts in a single day. Your amount of weekly action all depends on market conditions.

Q: How much money should I allocate for trading your recommendations? How much money should I allocate for each individual trade?

Since Bottarelli Research is not a broker or financial advisor, we cannot give individual advice on our member’s specific levels of capital management. But as a broad-based statement, we can say that we require you to start with at least $10,000 in liquid trading capital. Of that $10,000, we recommend that you allocate between 3% to 8% for each individual trade. Of course, we want you to always be comfortable making our trades. So please, contact your broker or financial advisor for further information.

Q: What level of trading account do I need to execute your trades? And what is the proper instruction to tell my broker when entering and exiting your trades?

As a Bottarelli Research Options Service member, you’ll only be buying calls and puts to open a trade...and selling those calls and puts to close a trade. We never sell options short. If you tell your broker this when opening a new options account, he or she will most likely process your request quicker.

When you open a new trade (either calls or puts), always “Buy to Open.” When you close a trade (either calls or puts), always “Sell to Close.” The choices “Buy to Close” and “Sell to Open” represent shorting options, which we do not do.

Q: How do you properly manage risk?

There are two ways that Bottarelli Research Options Service manages risk. Every trade will come with either a protective “stop loss” or a protective “hedge” play. A stop loss is a level that tells you to exit the trade. For example, if you buy an option for $2.00 with a recommended $1.50 stop loss, that limits your total risk to only $0.50. If your $2.00 option trades for $1.50, it’s wise to cut your losses short and move onto the next trade. A hedge is taking a small percent of your money and betting the exact opposite of what you think will happen. For example, if you buy a $4.00 call option on IBM, you obviously think IBM’s stock price is set to go up. But just in case you’re wrong, you also take $0.50 and buy an IBM put as a hedge. That way, you’re covering your backside if IBM moves violently in the opposite direction. Depending on the market environment, you’ll get instruction for either a stop loss or a hedge.

Q: I want to learn more about options. What are the best Web sites for me to visit?

To learn more about trading options, visit these links:

For a comprehensive options glossary and learning tutorial:
http://biz.yahoo.com/opt/

For free information on options volatility:
http://www.ivolatility.com

For the best options trading daily, monthly, and yearly statistics:
http://www.cboe.com/

For basic investor information:
http://www.investopedia.com

For daily news-driving market events:
http://www.marketwatch.com

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Small Caps Service Questions

I just joined Bottarelli Research Small Caps Service. Which small-cap picks should I enter right away?

As a new member, it is recommended that you review the special report titled “Top 3 Wish-I Picks for 2007.” This report contains three (3) new small-cap picks that you can buy today — all with uncommon potential. Each new pick could hand you 5 to 1 returns in 2007. After you review this report, look at our current positions and feel free to enter any picks with a “Buy” status and are still within the parameters of our entry range. This will get you off to a good start — and get you positioned in a strong collection of small caps that we’re currently covering.

How many e-mail alerts do you issue each week?

A benefit of Bottarelli Research Small Caps Service is that your alerts always come out at the same time each week: Friday after the close. This way, you know that you’ll always get exactly one alert per week — and you’ll also know the exact time when each alert will hit your inbox. From there, it’s up to you to make the buy and manage the position the way you see fit.

How much money should I allocate for trading your recommendations?

To start, we recommend that you commit a minimum of $500 for each new small-cap play. Then, as you grow comfortable with the system, you can increase your weekly buy amounts to reflect your increasing portfolio value.

How do you properly manage risk?

Our philosophy is simple: Place a small amount of money — as little as $500 — on each trade. And the rewards could be 4x, 5x, even 6x your initial investment after only a few months. Then, we recommend you take half of your profits off the table at the 100% mark, and let the remaining half ride. That’s how you’ll be able to book 600% and 700% gainers without selling too early.
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