Derrick Lilly is an accomplished and versatile writer, editor and award-winning copywriter currently based in Chicago. Derrick is currently writing and editing for the Illinois CPA Society's INSIGHT Magazine full-time and contributing to Seeking Alpha on a freelance basis. Learn more and connect with Derrick on LinkedIn: http://www.linkedin.com/in/derrickmlilly
I am 40 and would like to retire before 60. I am fortunate to work for a state government and I am vested in their pension. So, I am set when I turn 60+. Because I don't have to worry about saving for a normal retirement age, I have been able to put almost all of my savings towards the goal of early retirement, by investing in a taxable brokerage account.
Our Company is engaged in a number of diverse business activities. The Company adheres to strict value investing principles and adopts a long-term, fundamentals based, investment model.
Poet and amateur athlete... Most of my life has been devoted to creative work, making zero money and accepting the likelihood of extreme poverty in old age. At age 60, that all changed thanks to a small inheritance and decent income from a new career (as a freelance translator). My focus is on steadily building dividend income while diversifying sufficiently (across sectors and beyond Canada) to combine a degree of security with the potential for growth.
Beginning an investment career in mid-recession (autumn 2008) was a fabulous experience. Life is sweet when you can watch something go down 75%, hold on without fear or desperation, and come out the other end okay. (Actually that one turned into a 200% profit.)
David Sims is the managing member of RidgeHaven Capital LLC. We prefer distressed equities and value investing. The firm was established to manage wealth with an eye on fundamental value, but also an understanding of technical trends and market behavior.
David is a Certified Public Accountant and previously worked as an auditor at a Big 4 accounting firm, SEC Reporting Analyst and financial systems administrator at a small private company.
Find the Sims On Finance Investing Podcast on iTunes, Tune In Radio, and Player FM radio.
Sorry for the Run-on sentences in advance. If you have any questions about my research or any data related to my blogs, just inquire about them via comment.
I am a 20 year old finance student studying the pharmaceutical industry and in particular the top performing industries of Biotech and life science research. I research companies that target untapped markets and follow capital expenditure trends of the industry to capitalize on surrounding opportunities. Companies working with government funded research institutions (NIH, Foundations, Universities) are my favorite long picks. I am long small caps with strong pipelines and balance sheets, and short most one trick unicorns that don't have value or technical support. I pick my trades on a company by company basis. I don't always require that a company is involved in a favorable industry that has unmet demand by big pharma, but that is where I believe discrepancies in valuations occur most often. Recently, I have moved with momentum and enjoy testing hype in valuations.
I use fundamental analysis, some historical pricing model techniques, and ultimately, macro themes to build and test my thesis's for industry analysis and trading. I always trade on technical analysis, but find value in fundamentals.
In 2016, my Biotech industry top picks are involved in the clinical development of therapies in ophthalmology (Dry eye, DME, AMD), rare diseases (MF, Lupus, DMD), lung disorders (COPD), cardiovascular diseases (PAH, DCM, CLI), and breakthrough cancer therapies (so basically anything Celgene, Roche, and Novartis miss).
Expecting a lot of crowding in Melanoma (ex. RXDX, ARRY) and cholesterol drugs (ex. $ESPR, $AEGR) in 2016 with multiple expected drug launches. Finally, I am excited for Biosimilars to make their debut in 2016. Many patent expirations in 2017 and before 2019 should open up some serious patent cases. I am still expecting a ton of BLAs to be filed in 2016 (ex. $PFNX, $EPRS, $MNTA, $SRNE).
Thanks for reading, tweet @Kuritzmike if you want to see what I'm trading on the day to day.