I apologize to investors who follow my articles, but I no longer expect to submit the newer articles that I had previously mentioned as forthcoming. I don't currently plan to resume any involvement with SA, though that may eventually change, if the site ever implements/enforces deterrents to web stalkers. So, for now, I only publicly share opinions on stocks via Twitter, StockTwits, etc. The rest of what follows is my normal profile, so that I won't have to rewrite it, should I ever continue posting on SA. Best of luck investing. Cheers. I run a small family office managing long-term equities portfolios and special projects extending beyond the capital markets. I'm fortunate to have worked for a NYSE-traded financial firm for the decade through 2010, but I'm not an adviser, my articles only share my investing actions/opinions, and are not investment advice. The proof is in the pudding, so following are total equities portfolios returns from the most recent five years: 2012 +32%, 2013 +52%, 2014 +11%, 2015 YTD +9% (all holdings pay dividends/distributions, but those percentages only include capital gains). Portfolio returns are moderating as expected, since most positions were rebuilt/opened 2010-2012 at extreme undervaluation levels, yet only a few new positions have been opened in the last few years at modest undervaluation levels. I also trade around all positions for short-term profits, but I don't include trade gains in portfolio returns, and my articles are only about long-term investing. My investing career started in the 1980s, and transitioned to full-time by 2010. I only list returns from 2012 because that's when I became most active on SA, and calls can be verified here. For 2008-2011, my focus was shorter-term trades, which made annual returns harder to tally, so without wasting time backtracking, I can only say that returns were satisfactory. For most years prior, I was a blue-chip-only, buy-and-hold guy, which also worked well, so I still own most of those holdings separate from our actively-managed portfolios.
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.
I am an individual investor with over 7 years of experience in trading options and investing in stocks. I am a full-time employed medicinal chemist with a love for understanding how great businesses operate. I am a value oriented investor looking for opportunities to buy great companies that become cheap over time. I believe that an emphasis should be placed on finding outstanding management that has a stated goal and track record of allocating capital with the highest possible return. Management that has proven to be patient and wait for a great opportunity in their area of expertise.
I am a long time individual investor and retired after a 37 year career as an emergency physician. Now days I trade mostly options extracting small gains fro the market with high probability relatively low profit positions. That said returns on and annualized basis are quite attractive and consistent. I spend enormous mount of time researching and analyzing now that have all day to follow the markets and trade.
A few of my pet peeves. Insider trading; all one has to do is follow in particular Barron's favorable articles and compare the charts and one will see almost uniform spike in volume and price of the position at hand during the preceding trading day and very often two days. I have written to Barron's about this and the SEC and never have gotten a reply. It is obvious at least to some extent insiders at Barron's various departments necessary in getting the paper published, posted online, and printed are trading on the information as well as some in the printing rooms and distribution channel.
Another is dark pools. All security transactions need to take place in a forum open to all investors and traders such as the major stock exchanges so everyone can make decisions base on total market activity. A corollary to this is high frequency computer trading. Use all the high speed computer you want to scoop out trades but all trades need to be entered manually by a human into a trading platform on a public exchanges so the trades show up on the level II screen etc. with everyone else's. Anyone who believes the SEC is the individual investor's friend is delusional. There have been past revelations that they have held meetings or released information to the fat cats on Wall before the information becomes available for public consumption and action.
I defined myself as a value investor interested mainly in technology stocks but I also consider energy, basic materials, REIT investments and companies with a moat. My strategy is to look for undervalued companies at a fire price with attractive risk/reward. I tend to invest in short term trading opportunities via options but I also invest my money in long term opportunities to generate dividend income and growth.
I closely follow the technology sector on a day to day basis and I like to trade call and put options to benefit from the greed and fear of financial markets. I design some more complicated options' strategies as well. Finally, I like to write cash covered puts to enter a position at an attractive price or sell covered calls to generate some additional income while holding my positions for the long haul.
I'm currently closely watching GRPN, DDD, BBRY, PBR, VALE, AMD, FB, TWIT, KIV, AAPL, SNR, IBM, INTC, HAL, XOM, NFLX, LINE, HLF, CCJ and RWLK.
"Be greedy when others are fearful and be fearful when others are greedy".
Feel free to reach me at kasteelresearch (at) yahoo.com or via BBM, if you have any questions.