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INM Jun '08 - Source's Business Continues Moving in the Right Direction
Kenneth J. Gruneisen, Founder and Contributing Writer, www.CANSLIM.net
CANSLIM.net


On the surface, not much appears to have changed at Source Capital’s office in Lighthouse Point, but through the years we have grown considerably in terms of customers, assets under management, and licensed reps on our staff.  An upgrade is presently in the works which shall hopefully soon involve relocating our offices to a bigger and better space in Boca Raton, approximately 5 miles north of our current location. This will be done in a way to minimize any inconvenience or disruption to ordinary business, and once complete, should allow our team to expand and better serve our customers as we continue to grow.  No action will be required on your part – simply stay tuned for further details and don’t be surprised by the news once it is finally made official.

 

During the 20+ years I have worked as a licensed representative I have continually strived to make myself accessible to all of our clients, large and small. In actuality, very few clients or prospective clients choose to visit us in our offices – which have been located in the El Dorado building’s executive suites for more than 10 years now.  All the while, I have been proud of our stability at the same address and phone number.   Meanwhile, countless other businesses in the nearby area have come and gone.  To a point, however, our resistance to change has hidden and understated some of the truly remarkable achievements we have made.

 

Even though I am not putting myself as directly “in the line of fire” these days when it comes to taking on new clients, the people who call our offices during most typical trading days are often surprised at the ease with which they can reach me on the spot for my immediate input.  We generally rely on the phone, fax machine and overnight carriers.  In recent years you can add email to that list.  Most business takes place via phone, while we do not necessarily encourage or discourage office visits. Keep in mind that those of you with interest in meeting in person should get in touch and make arrangements to meet up directly.  Provided that you have got a significant enough portfolio, we are even willing to fly out to meet with you personally to complete the critical discussion and welcome you aboard with all of the necessary reassurances.

 

Inspired by whoever the guy is that painted his social security number as a giant billboard on the side of a truck in a television commercial, and risking calls at whatever hour which may come from it, I am even willing to share my cell phone number with the thousands of investors who are reading this article - (954) 242-6787.  Just realize that calling the office is still the first place to call toll free via (888) 237-8399 and please only use it when necessary and critical.  If it concerns urgent business, of course you should always feel free to call.

 

Timing is obviously very important in the business of buying and selling stocks. At Source Capital, our team prides itself on staying closely connected with our clients – as good timing is often dependent on having good communication. Depending upon how satisfied you are with the quality of communication and the timing you have had with your existing broker/dealer, maybe it might also be a good time for you to consider making some moves.

About Kenneth J. Gruneisen, Founder and Contributing Writer, www.CANSLIM.net :
Kenneth J. Gruneisen has successfully completed the CAN SLIM® Certification Program.  Mr. Gruneisen became a Registered Representative in 1987 and his career includes experience offering personalized assistance to investors with more than a decade of experience as a Registered Principal managing a branch office.

The recommendations made by CAN SLIM® certified individuals are their own and may not be attributed to the CAN SLIM® Certification Program, William O'Neil & Co., Investor's Business Daily or their affiliates. The CAN SLIM® Certification indicates only that the individual has successfully completed the CAN SLIM® Certification Program. CAN SLIM®, William O'Neil & Co., Investor's Business Daily and any of their affiliates are in no way responsible for any loss or damage caused as a result of the services provided by these individuals.


Comments contained in the body of this report are technical opinions only and are not necessarily those of Gruneisen Growth Corp. The material herein has been obtained from sources believed to be reliable and accurate, however, its accuracy and completeness cannot be guaranteed. Our firm, employees, and customers may effect transactions, including transactions contrary to any recommendation herein, or have positions in the securities mentioned herein or options with respect thereto. Any recommendation contained in this report may not be suitable for all investors and it is not to be deemed an offer or solicitation on our part with respect to the purchase or sale of any securities.

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The recommendations made by CAN SLIM® Certified individuals are their own and may not be attributed to the CAN SLIM® Certification Program, William O'Neil + Co., Investor's Business Daily or their affiliates. The CAN SLIM® Certification indicates only that the individual has successfully completed the CAN SLIM® Certification Program. CAN SLIM®, William O'Neil + Co., Investor's Business Daily and any of their affiliates are in no way responsible for any loss or damage caused as a result of the services provided by these individuals.

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