Jack Lifton is an Independent consultant and commentator, focusing on the market fundamentals and future end use trends of the rare metals. He specializes in the sourcing of nonferrous strategic metals and on due diligence studies of businesses in that space. His work includes exploration, mining, refining and the recovery of metal values by the recycling of not only metals and their alloys but also of metal-based chemicals used as raw materials for component manufacturing. Mr. Lifton has more than 50 years of experience in the global OEM automotive, heavy equipment, electrical and electronic, mining, smelting, and refining industries. His background includes the sourcing, manufacturing, and sales of platinum group metal products, rare earth compounds, and ceramic specialties used to make catalytic converters, oxygen sensors, batteries, and fuel cells. He is knowledgeable in locating and analyzing new and recycled supplies of 'minor metals' including tellurium, selenium, indium, gallium, silicon, germanium, molybdenum, tungsten, manganese, chromium, and the rare earth metals. Today he primarily consults to institutional investors doing due diligence on metals related opportunities and to natural resource ventures on technologies and markets. Jack wrote a weekly column on minor metals for Resource Investor for three years until December 2008, during which he authored more than 125 original articles. He is also speaks on minor metals fundamentals and end-uses at private, public, and professional meetings. Since 2007 he has made presentations at conferences, seminars, and workshops all over the world more than 50 times.
I am not a Wall Street professional. I am retired military and a recently retired state - certified general real estate appraiser. In more than forty years as a speculator I have purchased over 750 stocks.My specialty is smallcap and microcap stocks primarily in the natural resources sector.
I am very big on gold and silver penny stocks.
I am also very fond of royalty companies, master linited parnerships and REITS.
The only thing that I will not invest in is the S&P 500.The performance of the S&P is unacceptable. I don't do dinosaurs.
There is only one reason to hang out in the in the blood splatered arena of smallcap,microcap and penny stocks where I have been a player for more than forty years. There is no other investing arena that offers such spectacular returns.
I wrote a book about it. It is called "Forty Years A Speculator."
After a career in software I have spent 20 years in the public and private VC world. Like to dive deep into value chains of complex business areas but rely on trusted technical folks to avoid big mistakes. Invest in small caps, precious metals, resources, high tech.
Interested in conventional large cap dividend stocks, precious metals, rare earths, military/defense industry, agricultural commodities, water utilities, biotechnology, as well as indexed passive mutual funds and the occasional below-the-radar nano cap stock with the potential to move rapidly within their specialized field. Other interests include world history, chess, bridge, English football, and hiking in national parks. Education MSEE, worked throughout the defense and satellite industries.
Long these diamond-in-the-rough stocks (volatile short-term but with massive long-term potential) - NVEC (electron spin memory and sensors), TMRC (heavy rare earths), MLLOF (light rare earths), SZSMF (junior silver miner moving to mid-tier).
Long these conventional stocks (dividend holdings) - T, VZ, CTL, JNJ, GILD, PFE, MRK, GE, CMI, UTX, LMT, NOC, BA, HON, UPS, UNP, TRN, WFC, V, VIRT, NYCB, NEM, HL, AA, PG, WMT, COST, LVS, SBUX, PCG, AWK, CWCO, XOM, CVX, SLB, VLO, MSFT, INTC, and AAPL.
Long these conventional mutual funds (core holdings) - FBIOX (biotech active fund), MINDX (India active fund), FUSVX (large cap passive fund).
Long time private investor now retired who spent a lifetime in the Financial services industry. My background and education is Finance and Economics. My interests are a wide range of nature sciences, new technologies, and classic cars. I couldn't decide what I wanted to be when I grew up so I did the next best thing. Stay interested in it all.
My Investments are mostly long positions in many different sectors as the opportunities present themselves. In this current inflationary economic environment I like Oil and gas drillers, commodities and basic materials, rare earth element mining, Biotech (for speculation) and traditional Tech stocks (where I have a strong background). I believe in sensible speculation, investment diversification, lots of economic and new technology research combined with lots of fundamental company analysis to make my stock picks and technical analysis to help time good entry and exit points.
I am a contrarian investor by nature that does not like to follow the crowd into the momentum even if it is likely to go higher. I mostly like solid companies that are out of favor with low PEs and are showing signs of break out to the upside. Then again I also like some speculation for start ups that have no earnings, with well funded good management with ideas that focus on targeted markets and are supported by good science.
25+ years experience as an investor. Fundamental, bottom-up approach, research-driven focus; buy / sell; value-oriented; special situations; catalyst investor; expertise in distressed company / bankruptcy analysis.
I have studies theoretical chemical physics. Since early 2013 I became interested and did some self study in finance with a particular emphasis on mathematical finance. Simultaneously I started investing/speculating in the resource sector. Also, I have registered and am preparing for CFA level I exam. Now I am searching for a job in the financial sector.
Born in humble beginnings in Castine, Maine, my family moved to California when I was 10. I received a Bachelor's Degree from the University of Hawaii in 1972, majoring in accounting and economics. Then returned to the mainland and worked for 20 years in the Silicon Valley for 3 Fortune 100 companies. I turned from the material accumulation phase of my life to start the spiritual path. Am currently retired, actively investing, and living in Grants Pass to enjoy the outdoors.
I'm working on a book called, A Girl From Castine; An Examined Life that reflects what life has taught me on the path to self-actualization. I have taken the trail versus following the paved road.
On a personal note, I enjoy reading philosophy, psychology, and literature, and spending a lot of time with Mother Nature; walking, hiking, and backpacking.
PhD in Computational Physics. Developing new models for stock trading (focusing on long SVXY). Predicting future accurately enough for trading purposes is surprisingly difficult... :)
Contrarian investment philosophy. I am in particular interested in undervalued technology stocks with multiple x upside potential and limited downside risk.
I am currently long $MSFT, $LNVGY, $INTC, $CRAY, $VRNG, $OCAT, $F, $TLT, $ALU and $NOK. $NOK (and now $ALU) are still the largest position in my portfolio, although I sold 70% of my $NOK position since the Devices and Services deal with Microsoft was announced. $NOK/ALU, and $TLT are currently my largest individual stock/ETF positions.
I also swing trade inverse volatility (long $SVXY) depending on market trends. I do not touch $VIX or other direct volatility products under any circumstances.
Additional disclosure: My comments, Stocktalks, articles etc are not an endorsement to buy or sell securities. Investing in securities carries with it very high risks. The information contained within my articles and commentary is for informational purposes only and is subject to change at any time. Do your own due diligence and consult with a licensed professional before making any investment decisions.