Allen L. Jackson is currently an Analyst at New Constructs. In this position, Allen performed equity and fund research with special attention to GAAP accounting details and techniques. An extensive passion for research, Allen uses thorough analysis when making or recommending investment decisions. Relying extensively on independent and objective research, Allen selects companies that have favorable long term prospects, a sustainable competitive advantage relative to peers, and trade well below the company’s intrinsic value. Allen received his MBA degree from Florida International University.
Barbara Horne is a Business Management professional focused BI Tools, Learning Solutions, Process Improvement and Project Management . She has successfully taught thousands of individuals in environments ranging from Wall Street’s Top Firms to the Government and Academia.
She has started several small businesses and projects including BluEnke: a small Women’s Centered Publishing company, Liquids and Eats: an urban café and The Business Channels: a boutique consulting firm.
She is on the Board of CESI which uses technology to help fight poverty and the NY rep for the UN NGO Athletes United for Peace.
Barbara Produced and Co-produced “Lyrical Riot” and “Womyn’s Words” Spoken Word Open Mics; and has performed at numerous events including “Take Back the Night”.
She has had writings featured on ” Seeking Alpha”, “The Glass Hammer” and other websites and publications.
For the last few years you can find her expanding her boutique firm “The Business Channels” to focus on IT Learning and Adoption.
She has presented at Cloud Connect China, Interop Las Vegas, QCon Tokyo and keynoted at QCon Beijing. She is interested in Tech, specifically IT, small business, China, Brazil and political and economic systems and theories (capitalism, socialism...)
...ON THE MARKETS
"It is a zero sum game. Plain and simple. There is NO SUCH THING AS A SURE THING...only risk what you are prepared to lose."
I'm looking for growth stocks that's reasonably priced or stocks that seem of good value.I thoroughly research companies that fall into this category figuring out whether they are fully priced and the reason they are not fully priced. If the reason they are undervalued is irrational or short term I will cover the company and recommend an action.
I focus on companies with a good product or service, excellent management, uneconomic selling, good return on capital, high barriers to entry, high and consistent FCF and a strong balance sheet
Using a bottom up approach, I try to identify stocks using a combination of Bloomberg information, 10-Q and 10-K's as well as excel valuation modeling spreadsheets, seeking to buy stocks of companies of good quality for a reasonable price leaving me with an asymmetric risk profile.
Investment reading list: Competition Demystified, Fooling some of the people all of the time, The Essays of Warren Buffet, You Can Be a Stock Market Genius, The Intelligent Investor, One up on Wall Street, Beating the Street, Warren Buffet and the interpretation of Financial Statements, The Psychology of Investing, Common Stocks and Uncommon Profits, A Random Walk down Wall Street, Stocks for the Long Run, Irrational Exuberance, The New Financial Capitalists: (KKR…)
ANDREW J. WILLMS is an attorny who practices in the areas of estate planning, probate, corporate law, and taxation law. He has assisted his clients with all aspects of estate and retirement planning, including estate tax planning, insurance and retirement planning, corporate succession, the use of living trusts, protecting assets from creditor claims, probate and probate-related litigation. Andy is a member of the State Bar of Wisconsin, the Florida Bar, and is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”). Andy is also a registered investment advisor.
I am invested in positions of a combination of individual stocks and ETF's. My stock focus is concentrated on technology FB, APPL), biotech (GILD, PFE) and tried and true dividend aristocrats (JNJ, GE, DIS). ETF holdings include Vanguard sector ETF's.