Individual investor for 30 years, now Full-Time. MD degree. Trade daily. Long stocks only, and call options, mainly LEAPs, which I consider to be long term investments. I am a patient investor. My core is biopharma, with a few biotechs: Together, these comprise about 75% of my portfolio, and include some large core biopharmas, as well as aggressive emerging biopharmas, which I call my "Baby Bios." Of these, DEPO has sprouted wings. Others have been active of late. There is also eclectic diversification, with some retail, clothing, tech, software.. I trade daily, and look for newly listed options. [Please note that there is no check box for "Healthcare" in the "Your Interests" section].
Retail Investor, Shareholder Advocate and Editor of Stocks DD blog. You are cautioned to read the disclaimer in Seeking Alpha before reading my articles. I am NOT a registered investment adviser. My articles are ONLY for informative purposes and should NOT be treated as investment advice.
My investment philosophy:
1. Invest in Strong businesses (high barriers to entry) 2. Invest in Management with excellent track record for shareholder value creation 3. Invest at undervalued prices
Invest in special situations (bankruptcy or other restructuring) or Drug development firms, where there is with an asymmetric reward/risk...where I have strong conviction on a reward event.
I am also interested in the shareholders topics in publicly listed companies:
1. Shareholder rights 2. Giving shareholders a voice incl shareholder participation in value creation 3. Improving board and management's accountability to shareholders
Be a shareholder advocate and work towards insuring boards and management "do the right thing for shareholders", maximizing and protecting shareholder's value.
More on my ideas can be found here:
Below my portfolio:
BioPharma Large: AMGN, GILD, CELG, BIIB, REGN, ALXN, BMRN, SHPG
Biotechnology Product: LGND, SGEN, MDVN, IONS, UTHR, MACK, GWPH, RLYP, OASM, XXII, ACAD, OMER
Biotechnology Clinical: CUR, ARRY, NWBO, CLVS, NVIV, AGEN, NK, ADRO, SRNE, ADXS, RDUS, ALNY, RVNC, ONCS, BLUE, CYTK, AGIO, CNAT, INO, OCRX, CEMP, BLCM, MGNX, XNCR, GERN, PTLA, GNFT, ATRA, ESPR, FGEN, LJPC
Special Pharma/Generic: HZNP, DEPO, MDCO, LCI, ANIP,
Consumer Services: UNP, NSC, CSX
Consumer Goods: PG, PM,
Energy: CVX, COP, XOM, BP, RDS-A, RDS-B, TOT, PSX, VLO, OXY, PTR, NOV, CEO,
Financial: WFC, JPM, RY, BMO, TD, BNS,
Healthcare: JNJ, MRK, ABBV, GSK, ABT,
Industrial: EMR, CMI, UTX
Agriculture: DE, AGU
REITs: WPC, OHI, HCN, HCP, VTR, NHI,
Technology: IBM, SSYS, DDD,
Utilities: DUK,SO, ED
MLP: EPD, MMP, PAA, SEP, OKS, KMI
In Israel currency I hold: PSTI, RDHL
Acquired companies: DYAX-->SHPG; BXLT-->SHPG;
From Israel, born in 1977, working as IT Network&Security Specialist. Chess candidate master - chess helps me to remember and follow lots of stocks and companies' business. Chess helps me to be patient and to not be afraid to take risks, to learn from my mistakes and to be resistant to losing value, same in investing. If after buying my stocks they go down it gives me an opportunity to buy more, that is how I see it. No one can predict the market and only a few investors can avoid loss of their specific stocks, diversity is a key. I was pulled in to the market by a colleague in 2014 and don’t have any regret about it, because I start to see how here in IL simple not rich man can continue his life after 40-45 if he loses his job in a high-tech company and how it is possible to buy a home here, maybe even switch this to a primary job in future. I found the “seekingalpha” website after researching the healthcare industry. First steps were ETF's, but after learning & reading a lot about fundamental and value investing and after discovering DGI philosophy, DGI bloggers switching from my ETF's into stocks. I wish to know in which businesses I hold stocks and what I am investing in. I want to invest in what I believe in. Interested in biotechnology especially in cancer treatment companies and in biotechnology in general especially unmet treatment and innovation in medicine. Early in life I wanted to be a doctor and I am interested in the medical sciences in general. Also interested in 3D printing, solar energy, robotic and innovation technology that improves our civilization and our lives. Learning about DGI here, I am proud to be a DGI Investor (learning and I continue to learn a lot from all the people I follow, sorry the list is too long to give individual BIG THANKS to everyone for their great job, hope they will continue to do that!), but some of the people I must say THANKS to, for their works, articles, research and teaching young investors and people making their first steps, people whose all articles are a MUST READ (DoctoRx - for bio/healthcare, Chuck Carnevale - for FastGraph, Value Invest, Industrial and more, David Van Knapp - for DGI, Chowder - for DGI, Bret Jensen - for Economic/Healthcare, Brad Tomas for Reit, Kanak Kanti De - for bio/healthcare, BuyandHold, and many more. Thanks for your works and for your comments!) But in other side I think elegant and perfect portfolio need be improved DGI: Income and Growth portfolio - something like (70/30 or 70/20/10) - 70% - DGI/Income Giant/Large companies 30% - Small/Micro cap that in potential can give to Investor >500-1000% (tenbagger - Peter Lynch) or 20%- Large high growth established without dividend, 10% - small/micro with huge potential one day they can growth to be Giant/Large next (Apple,Gilead) I know my English is weak, but I am working hard to improve it. Thanks for reading my profile and giving any comments and advice.
Expert Consultant in biotechnology, intellectual property, patents, molecular genetics, genomics, gene regulation, RNA silencing, RNA interference, epigenetics
Editor in Chief, Frontiers in Plant Genetics and Genomics
Professor Emeritus at University of Arizona, School of Plant Sciences, College of Agricultural and Life Sciences, Tucson, Arizona
Private investor focused on value and GARP. Began investing in mutual funds just a month or so before Black Monday in 1987! I survived that and stayed the course. Been investing now in individual stocks for 16 years. I find that capital markets are a continual learning opportunity, particularly when one is getting his or her ass kicked! SA is a tremendous vehicle for exchanging ideas in a thoughtful and respectful manner.
“I am profoundly deaf, but I sleep great.” -Marlee Matlin
Disclaimer: Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
We are a tax consulting and company formation firm located offshore in the sunny, tax free Bahamas since 1990. I've formed over 1,030 Bahamian IBCs and 360 Anguilla IBCs since 1990.
◾Anguilla is a UK overseas territory with same tax status as Cayman Islands.
◾All the money and technology to create their offshore registration services came out of London.
◾Anguilla was one of the very first tax havens that adopted an online registry service.
◾QEII is the head of State.
◾Got questions? email firstname.lastname@example.org
The Caribbean tax havens have grown to rival New York and London as a place to hold family assets, and the US FET is one reason why there are so many offshore companies there.
480,000 IBCs in BVI;
100,000 “exempt companies” in Cayman;
45,000 IBCs in the Bahamas;
30,000 cos in Bermuda
25,000 IBCs in Anguilla
None of the Caribbean (tax) havens levy an estate tax.
Nobody is much interested in tax avoidance any more, so I'm posting Tom's Fishing Gallary pictures instead http://bahamasbahamas.com/images/gallery.html
Personal info here https://www.linkedin.com/profile/preview?locale=en_US&trk=prof-0-sb-preview-primary-button
and PFIC / FATCA info for planners https://www.linkedin.com/pulse/new-irs-form-8938-created-fatca-2010-can-filing-avoided-tax-havens?trk=prof-post
JPMorgan/Chase writes on U.S. Estate taxation: "Because stock of a foreign corporation (in a no tax haven) is not subject to U.S. estate tax, holding U.S. situs assets through a foreign corporation constitutes a planning opportunity." http://www.jpmfinancialservices.com/images/PDFs/EstateTaxation.pdf
I began investing in 1987. My first four investments were Budweiser, American Barrick (ABX), MCI Communication and General Dynamics. Not bad for a newbie. I'm a buy and homework type of guy. In the Jim Cramer vein. My key area's of interest are Tech, Biotech, Energy, Financials and commodities. I run my own money, eat my own cooking & I don't take prisoners'.
In my experience, investing successfully means taking the long-term view and that requires discipline and continued due diligence. I seek to identify growth companies that are strategically positioned to increase revenues and earnings for many years. I'm here on Seeking Alpha to share my research, engage with other investors and to have fun while making money.