My primary investment methodology involves screening for micro-cap/small companies with both a solid balance sheet and an attractive valuation, then researching for internal or external catalysts that will likely have a positive influence on future earnings or facilitate a successful 'turn-around'. Internal catalysts would include replacement of a CEO (often a founder), an innovative new product, or a complementary acquisition. An external catalyst would take the form of an underappreciated yet robust positive change or trend in the company's business environment. Look especially for a confluence of positive factors. A degree of inferential reasoning is required, I believe, for judging the potential value of a given catalyst in the context of each individual company's circumstance. My conservative risk/reward criteria for stock selection--seeking the combination of substantial upside potential with minimum downside risk--can well be described by the phrase 'heads I win, tails I don't stand to lose much.' Satisfied to hold cash until I find the uncommon opportunity of strong earnings growth potential in combination with low stock valuation. Must be a compelling enough opportunity to justify accumulating a meaningful position. Invest with an expected minimum hold period of two years and a projected hold of 3-5+ years. Target capital gains potential of 20-25% compounded annually in exchange for the risk of investing in small companies. Current micro-cap holdings: TAYD, DRAD, SPAR, KTEC, HSON.
Secondarily, I'm just beginning to build a bond-equivalent portfolio of large-cap dividend stocks. Quite a challenging process, in my view, given that the growing popularity of DGI--in a predictable consequence of ZIRP--has driven up valuations excessively for the most sought-after names. Future 'flash crash' days or periods of market capitulation will likely provide the best opportunities.
I have worked in the Military and Civilian work force. I have lived in two countries and visited many. I am married for the second time and it is a much better fit with a much prettier women.
I know and can engineer electronics but prefer to troubleshoot as a hobby, it is getting harder to get to the bad transistors and resisters these days. I think my eyes are going bad or something. LOL I started in tubes where anybody could feel the cold one and now the chips force you to replace 30,000 components when only one is bad. I program computers, started on AppleII and have programmed IBM compatible as well as mainframes. I am a fixer, specializing in Communications but I do not even try to get in between you and your significant other, it is just not worth the time and totally illogical.
Personal Investor following most sectors but with focus on tech and further focus on communication chip companies and Internet infrastructure....although my watch list has many companies from many sectors.
I have a Mech Eng honors degree with 35 years as a petroleum engineer/onsite operations manager/finance, forecasting and metrics manager. I was also section chairperson for Society of Petroleum Engineers so have a good feel for the oil production and transport industry. 26 of those years were with Shell (mostly TEOR in CA) and the last 9 years overseas (ME) with Oxy.
I saved and invested well so retired in 2014 at age 58 and invest mainly as a hobby as I have my retirement secured.
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.
I enjoy making money in the often manipulated markets in an effort to join the 1%. I consider myself a noob as I have lots to learn. I enjoy reading about everyone's investing style and outlooks from differing angles. SA contains alot of intelligent people and I'd like to thank those that contribute. Goals: Increase annual income by $300-400/mo while allocating 20% of my portfolio to growth and speculation. Thus far in 2016, my personal portfolio has crossed the $340K mark at the age of 34 (401K is through my employer, around 160k). My goals are to increase total div/dis income to >17000 this year and add another >3-6k every year thereafter. I tend to lean towards value stocks with a >3 year time horizon and high dividend/dis. stocks as well. Currently long AIG, BAC, BEP, DIS, SBUX, EVA, LMRK, UPL, CLMT, BIP, MMLP, LNGLF, PEGI, CONE, SNR, BG, ZTS, UAN, SFL, TLLP, CORR, NSA, LMRK, GSBD, MIC, SSW, VNR, QTS, DFT, and HASI among a few others. I contribute >4K/mo outside of my employer's 401k. Buy and hold works if you have grit and patience. I take capital gains after long periods of holding and typically see 100-300+% gains on those positions. The financial crisis helped. There is always misplaced value in the market. Stay away from talking heads on TV and anyone that has to push their product. Invest in yourself, ask questions, practice mental discipline and remind yourself of your goals on a continual basis.
just an average joe investor . Change from aggressive growth to growth income so I could pay the bills.
But had to still keep one hand towards capital gains . Enjoying reading the posts and comments.
Been with SA almost from their start . I have a beer can for a brain so I thank everyone for filling it up with investment ideas and knowledge .
"I gave myself to know madness and folly. But this too I perceived is vexation of spirit. For, in much wisdom lies much grief; and he who increaseth knowledge increaseth sorrow."
"I quote others the better to express myself!"
I worked 33 years for WBR and WEA under the Warner Music Group umbrella.
29 years' experience in "high end" event videography & production with own high quality equipment, upgraded many times over the years. As well I shoot freelance for Pro industry production companies that cover events such as television awards shows, auto shows and CGI "gaming" industry press events, concerts, sports and others requiring live camera crews with a director. Large dollar, major venues, using "their" equipment.
I've spent over 40 years, out of specific unilateral interest, observing what creative and quality "parameters" are found in "highest impact" A/V programming, the kind that stops you in your tracks if you come across it, and is literally, for many in otherwise wide audiences ....... capable of "chills inducing" effect and locked eyes & ears attention when you find it. It is repeat watchable and is spread across all our A/V mediums. "Selectively".
Interests include Home Theater as well as what's listed below.
I have a special separate structure at my home with an 8.5' wide 16x9 aspect ratio screen and the best consumer projection equipment I can afford each year. This structure with a special architectural design to it visually for the front wall and screen area, completed finally in 2009, had the ground broken on construction also over 40 years ago. "Home Theater" was not even a "wink" in anyone's eye yet as a term for an entire industry. 50% special screen wall and interior concept and 50% highest impact A/V programming concept. Truthfully ahead of its time by decades as it was not possible to do what I wanted to do until high quality digital projection technology (that I could afford) became available 6-7 years ago at my size needs with 1080P and now in the public at much larger sizes with commercial 4K digital projection. I will have a 4K projector in my structure likely end of 2016. Sony 4K too expensive, so am waiting on JVC.
I am also an avid photographer and follower of all consumer and professional "still" and "motion" imaging technologies.
University of Florida Graduate - (BSBA - Finance, 2015 / MS Entrepreneurship, 2016 / MS Real Estate, 2016)
Currently working as an analyst for IP Capital Partners, a value-add private equity fund specializing in Class A Commercial Office Buildings in major Florida markets. Located in Boca Raton, Florida.
Aspiring entrepreneur. I love the idea of being able to create value from the comfort of your own home (or the beach for that matter). I'd like to ultimately get into venture capital and angel investing.
Love all things tech. Love nightlife. Love the outdoors.