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CDx3 Notification Service Website - Home Page

THIS FEATURE TUTORIAL IS UNSECURED AND AVAILABLE TO THE GENERAL PUBLIC

You can think of the CDx3 Notification Service website as your own automated research assistant; it reaches out across the Internet for information related to preferred stocks and makes it available to you in one place - real-time information happening today as well as historical archives. The CDx3 Notification Service website allows you to know your preferred stocks, the companies that issue them and the events that are affecting the marketplace that they trade within - right now.

The site's design comes directly from the suggestions submitted by subscribers on their Continuous Improvement Program surveys. The most popular features occupy the main menu bar for quick access.

New subscribers should be sure to click on the Getting Up To Speed button in the upper-left corner. A new window will open on your screen with tips designed to help you get started quickly.

After you sign onto the CDx3 Notification Service website, you will see the website Home page. Click on any of the Hot Lists or menu items that you see in the below Home page image to read more about that feature.

Hot Lists are predefined lists of the highest quality preferred stocks. Clicking on a Hot List launches our Preferred Stock List^TM software application (the most powerful tool available for preferred stock investors) showing your Hot List of preferred stocks.

For each preferred stock Preferred Stock List^TM presents a variety of information (ex-dividend date, current market price, volume, Moody's and S&P ratings, trading symbol, IPO date, call date and much more). All columns can be sorted and data can be downloaded and saved in Watchlist or spreadsheet format. You can also create your own Hot List of preferred stock trading symbols for later retrieval.

CDx3's (before call date) - Lists preferred stocks that meet the ten CDx3 Selection Criteria from Preferred Stock Investing. This is the CDx3 Preferred Stock Catalog of the highest quality preferred stocks available on U.S. stock exchanges.

CDx3's (beyond call date) - Lists former CDx3 Preferred Stocks that are now callable (they can be retired by the issuing company at any time). The price of a preferred stock that the market thinks is about to be called behaves differently than that of a preferred that has yet to reach its call date. The preferred stocks listed here meet all of the other ten CDx3 Selection Criteria from Preferred Stock Investing.

Combined - This Hot List combines the previous two Hot Lists into one so that these high quality issues can be viewed and analyzed together in a single list.

CDx3 Bargain Table - Lists CDx3 Preferred Stocks that meet an additional criteria that make the resulting issues ripe for purchase. These are the highest quality preferred stocks that are available for less than their par price ($25.00 per share) right now. Buying preferred stocks for less than $25.00 per share provides the buyers with an added layer of principal protections since shareholders will receive $25.00 per share in the event that the issuing company retires the shares (which also positions the buyer for a downstream capital gain on top of the great dividend income in the meantime). The CDx3 Bargain Table is sorted by the Last Price (most recent trade), lowest to highest.

Ex-Div This Month - Preferred stocks that are closer to the end of the dividend quarter (as indicated by the ex-dividend date) will tend to take on more value than those that are further away. The early days of a quarter tend to favor buyers while the last days of a quarter tend to favor sellers. This Hot List displays CDx3 Preferred Stocks that have an ex-dividend date this month - a very handy list for preferred stock investors.

Big Bank TRUPS - Lists trust preferred stocks (TRUPS) that not only meet the ten CDx3 Selection Criteria from Preferred Stock Investing, but are also issued by Big Banks (assets greater than $15 billion). These are the preferred stocks that are affected by section 171 of the 2010 Wall Street Reform Act. Because of the Act, Big Banks are very likely to call (retire) these preferred stocks as their respective call dates arrive, beginning January 1, 2013 (shareholders receive $25.00 per share in the event of a call). To see issues that can be purchased right now for less than $25 per share sort the table by Last Price (click the Last Price column heading).

Create Your Own! - The Preferred Stock List^TM program allows you to create your own list of preferred stock trading symbols (called a 'Watchlist') that you can pull up and review at any time. All of the columns that Preferred Stock List^TM presents for every other Hot List will be presented for your custom Watchlist.

We publish two preferred stock research newsletters every month: (1) the non-promotional CDx3 Research Notes just for subscribers to the CDx3 Notification Service and (2) the CDx3 Newsletter which is available for free to the general public and promotes our products and services.

The Home page presents the first page of the current issue of the subscriber's newsletter, CDx3 Research Notes. Clicking on the page numbers seen just above the first page image presents subsequent pages of the newsletter. An archive of the previous twelve monthly issues is also available here.

Want to get a hardcopy? Clicking on the Open In Separate Window link that you see just above the top-right corner of the newsletter page image will open a separate window on your screen and display the current issue of CDx3 Research Notes in PDF format. Using that window you can print the newsletter, resize the pages for easier reading or download a copy to your computer.

The CDx3 Library link presents a collection of CDx3 Special Reports (single topic research papers for preferred stock investors), helpful Quick Guides and downloadable software tools just for subscribers.

The Trends and Metrics charts allow you to see key indicators of the preferred stock marketplace. Clicking on the +Zoom link below each chart displays a larger image while the What's This? link opens a separate window with an explanation of the chart.

Three charts are presented in the Preferred Stock Market Trends and Metrics:

CDx3 Perfect Market Index - This value of the CDx3 Perfect Market Index reacts to preferred stock market events. A value of 100 is a theoretical 'perfect market' for CDx3 Preferred Stocks. When the preferred stock market is 'perfect' the average market price of a specifically defined sample of CDx3 Preferred Stocks will be $25.00 per share. A value greater than 100 indicates a market favoring buyers (average prices are less than $25) while an index value less than 100 indicates a market favoring sellers (prices are higher than $25). By calculating and charting the index each month, we can see (1) the type of preferred stock market we are in (buyer's or seller's), (2) the direction of the market, (3) the magnitude of the change in the market from one month to the next and (4) the speed of that change over time. Savvy preferred stock investors know that buying and selling opportunities vary depending on whether we are in a buyer's market or a seller's market (as described throughout Preferred Stock Investing).

Bank CDs - Preferred stock investors favor fixed-income investments such as preferred stock, bonds and bank Certificates of Deposit (CDs). This chart illustrates the spread between the 'going dividend rate' being offered by the newest CDx3 Preferred Stocks and the average annual percent yield (APY) offered by the top ten 24-month bank CDs in the United States (source: BankRate.com). This spread, by the way, is where the 'CD Times 3' Income Engine gets its name.

CDx3 Key Rate Chart - This chart shows the 'cost of money' at three different levels within the U.S. economy. At the bottom, closest to the source, is the federal funds rate as set and managed by the Federal Reserve. Next up the chart is the five-year treasury note yield. This value is computed by averaging the daily yields throughout the month for this bond. The top line shows the average dividend rate being offered by the most recently introduced CDx3 Preferred Stocks. Presenting these three values on one chart allows us to see the cost of money set within our banking system and the reaction to this and other events in the bond and high quality preferred stock markets.