I work as an analyst for a boutique firm based in TN. My investment ideas are research driven, and based on seeking above average returns by employing multiple strategies. I prefer longterm investments, as opposed to short term trading.
ex- EF Hutton, Bear Stearns, Lehman Bros. sales trader
It took me awhile to shake the mind set of dancing to a big firm's agenda. For awhile, I was enamored by the idea of precious metals as a safeguard against currency debasement and political risk. Central Banks see it differently. Market manipulation via futures contracts destroys any notion of a commodities actual supply and demand dynamic.. I hope to be on the right side of market manipulations in the future. amen!
Hewitt Heiserman Jr. conceived the Earnings Power Chart, which is the subject of his book "It's Earnings That Count" (McGraw-Hill, 2004).
Mr. Heiserman is a member of the Boston Security Analyst Society and the CFA Institute. He has been quoted in TheStreet.com, The Wall Street Journal, BusinessWeek, CBS MarketWatch, Business 2.0, Better Investing, The Motley Fool, Complete Growth Investor, Barron's, and the Haverford Trust Company Adviser.
Mr. Heiserman has spoken to the New York Society of Security Analysis, the Boston Security Analysts Society, Babson Investment Management Association, the American Association of Individual Investors, Fidelity Management & Research, Complete Growth Investor, Bryant College and Franklin-Templeton Group on "Ben Graham and the Growth Investor." He also serves as an instructor for Gerson-Lehrman Group.
A stock-picking screen Mr. Heiserman created for Motley Fool based on methods described in his book has turned a hypothetical $10,000 investment made at the beginning of 2005 into $32,000 at the end of 2009, excluding taxes and trading costs, or 26% annualized. In contrast, a $10,000 investment in the S&P 500 grew to just $10,321, or 1% annualized. To learn more, click here: http://www.fool.com/investing/general/2009/12/28/let-scrooge-make-you-rich.aspx
Mr. Heiserman graduated from Kenyon College with Distinction in History. He was also awarded Kenyon's Faculty Award for Distinguished Achievement. Mr. Heiserman is vice-president of an open land foundation. An Ironman triathlete finisher (Lake Placid, 2010), he qualified for and competed in USAT's 2012 age-group national championships. Mr. Heiserman is an Eagle Scout and Order of the Arrow recipient. He has climbed the Grand Teton and Mount Rainier, and has also bicycled across the United States.
In 2014, Columbia University will publish Mr. Heiserman's second book, The Checklist Investor. Mr. Heiserman also publishes Checklist Investor Quarterly, which shares the Internet's latest and best tips for improving stock-picking success.
Chairman, Taylor Asset Management, Inc.
Chicago based investment manager specializing in small cap, niche opportunities for investors with a multi-year time horizon. Focus areas include natural resources, real estate, emerging markets.
Small-Cap PM and Analyst. I love to be first at bat, hitting the micro/small cap stock home-runs. I'm a portfolio builder and stock picker w/o the fluff, one who likes to avoid the crowds and the stock of the day. I'm not a stock collector (market dynamics have changed, love affairs with stocks are so yesterday)--today, a buy and hold strategy must come with an expiration date. I'm forever a thematic player; I carve out positions with an eye on tomorrow's horizon--what technology or medical break-through is going to define a sector over time. The merits of my investment selection is proven worthy only if other investors (horses) eventually follow my lead and find my watering hole.