John received his PhD in chemistry in the research group of Nobel Laureate Donald Cram in 1987 and his MBA from the Anderson School of Management at UCLA in 2009. His research career spans 16 years performing drug discovery research in metabolic diseases, cancer, HIV infection, antibacterials, and Alzheimer's disease. In 2011 John joined Sagient Research Systems as a Biotechnology Analyst. In 2013 he joined Zack's Small Cap Research as an Analyst. On Twitter: @johntuckerphd http://www.linkedin.com/in/jatucker As John is neither licensed nor qualified to act as an investment advisor, his articles are written for discussion purposes only and should not be construed as investment advice. He makes a reasonable effort to avoid misstatements of fact, but advises all investors to consult primary sources prior to making an investment.
Over 10 years of experience as a sell side analyst covering Big Pharma names. Specialize in contrarian calls with a very good success rate. Now working as buy side analyst with a proprietary fund. A word of advise - Investment decisions are not an absolute science, and hence readers should use their own judgement to take a decision before investing.
I have a diverse background—as a financial journalist, resident physician, mixed martial artist, painter, entrepreneur, chemistry instructor and web developer—that enabled me to pioneer the “Integrated Investing Research” approach.
I provide consulting to clients, both the retail and professional investors. I accurately forecasted many clinical trials, such as the Flint Trials for Intercept, the Ascend Trials for InterMune and the Affinity Trials MannKind, just to name a few. Through Vincata Enterprises, LLC, I helped many clients to unlock substantial values for their investments.
As an expert in biopharmaceutical analysis, I am also more than capable of analyzing any other industries. Though not shown on Seeking Alpha, I have picked an aggregate basket of outperforming stocks.
Investing in biotech is highly risky, but it can be quite rewarding when investors have an edge in data analysis. Physicians who are rigidly scientific tend to lack the analytical prowess of financial experts. Conversely, financiers usually do not possess a physician’s medical expertise. Likewise, scientists are skillful in data analysis; yet they might not be familiar with a physician’s prescribing patterns, which is a requisite to successful biotech investing.
You can visit my website at https://www.retailinvestor360.com for business inquiry.
Jon Chait is a retired CEO of Hudson Highland Group, Inc, a global recruitment and talent management company. He has held senior executive positions in global companies for the last 20 years.
I have traded my own account for over 20 years. In a rapidly, perhaps foolishly, rising market, it is helpful to invest around themes; otherwise you are just chasing charts. I think about themes over the next 5-10 years. This helps me figure out what is "cheap" today. I trade around a core position in these thematic stocks to avoid simply riding the market up and down. I also buy options to take advantage of short term price anomalies. I tend to favor a value style and look for undervalued stocks.
My current themes: 1. Luxury goods. The middle class is rapidly expanding on a global basis. Of course, this includes China, India, and many other developing countries. But even in the US, in a recovering environment, people will begin spending again. The "big" luxuries are houses and cars. But many "luxuries" give people a sense of well-being, which include products from companies such as RL, LVMH, and many others. 2. Dividends. Dividends of major industrials are higher than treasuries, and fairly safe. The industrials offer price appreciation also which the pharma companies do not. 3. Recruitment & Staffing. These are cyclical volatile companies but generally not widely followed and poorly understood. The time to buy is when the gloom is deepest, and the time to sell is when the world looks over-confident. 4. Financials. Dividends will rise over the next year and for another 3-5 years as problem loans subside. There is a sale on the largest and most well run banks. It takes a strong stomach for the short term. These will act more like pharma companies in the future. Maybe bad for America, but good for conservative investors seeking dividends. I will comment on other themes from time to time.
I am an individual investor in a quest to minimize portfolio rotation.
I am agnostic in terms of growth vs value, but lacking the time, the resources and (most importantly) the brains, I tend to look more among the latter set of opportunities.
I am professionally versed in the European upstream O&G arena, but skeptic on its future (and optimist about the clean-tech momentum of California).
One could argue I should have an edge in European stocks: I am from Spain and based in the UK, but like Buffett says, it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. So my portfolio is OW US and UW Europe.
N.B. If some of my comments are overly cynic, don't be offended, just an invitation to look after your $ more carefully.
Recently retired from the information technology industry. Held numerous senior executive positions in hardware, software and service businesses. Primary industry/geo focus has been Financial Services in North America and Europe. Enjoy photography, golf, travel, climbing mountains, fitness and learning new things....but having said all that my family always comes first.
Couple of my favorite quotes...
"You have never really lived until you have done something for someone that can never repay
you." - Unknown
"Because in the end you won't remember the time you spent working in the office or mowing
your lawn. Climb that goddamn mountain." - Jack Kerouac