A man rejected his fate deserves a new life. A man challenged the world deserves his own kingdom. I am a former bond analyst, now expand my investment universe into equity. As an investor, I believe that the value of any security has deep roots in its underlying business or assets. Thorough business review and sound valuation are the basis of extraordinary returns. Trading is a means rather than the end of investment. I take long or short positions in equity and other asset classes based on my bottom-up fundamental research. All opinions that I write about are my own and all facts quoted are to my best knowledge.
I am a value investor to the greatest extent possible. I also favor dividend stocks. I try to be a buy-and-hold investor, but sometimes I can't avoid the tempation to ring the register or to accumulate the inevitable tax loss. The main thing I have learned is that I have lost more money by selling too soon than for any other reason. I reside in Henderson, NV.
Retired investor. Like dividend stocks, as someday I will need the dividends to meet expenses.
Took a very large hit on our investments in 1973 due to the oil crisis. Am somewhat cautious, but also have a gunslinger investing mentality. While I have some stocks that yield 3 - 4%; like 5+ I try to invest in solid companies that return 5% or more. U.S., Europe, and South American companies have more appeal for me than those in other areas.
As a Graham-and-Dodd value investor for many years, I aim to combine the methods of deep value investing and behavioral finance to identify mispriced securities while remaining alert to sources of macroeconomic risk. I believe periods of market instability such as today can be a great source of opportunity, setting the stage for value investors to strongly outperform through a hedged portfolio combining long positions in deeply undervalued stocks with solid balance sheets and carefully chosen short or put option positions against overvalued and overleveraged firms.
Mr. Roe has over 20 years of US and international investment experience, on the sell side, buy side, and as an individual investor. On the long side, he looks for value and compelling catalysts. On the short side, his current interest is in various US and Chinese companies worth zero.