I write for Seeking Alpha to transfer the investment ideas and concepts cluttered in my head onto (digital) paper. This helps me evaluate future investment ideas (and reiterate current holdings) with much more clarity, while also subjecting them to public scrutiny. I'm also currently a CFA candidate (testing level II). I passed the level 1 exam in June 2015.
Taylor Dart is a top contributor on Seeking Alpha in both the long ideas and basic materials section of the website. He has over 10 years of experience in active investing and currently holds a top #100 ranking on TipRanks.com for investment performance out of over 5,200 financial bloggers. Taylor has over 8 years of active experience investing in individual stocks with a compound annual growth rate of 15 percent per year. His main focus is on undervalued growth stocks outperforming the market and their peers. In addition he use extensive technical analysis to capture maximum upside price action, as his belief is that timing is everything. Taylor scans upwards of 1200 stocks nightly on the U.S. and Canadian markets to identify the best fundamental opportunities with the most timely technical setups. He is a huge proponent of trend following and the "Turtles" who enjoyed compound annual growth rates of over 80 percent per year.
"If there is a sudden range expansion in a market that has been trading narrowly, human nature is to try and fade that price move. When you get a range expansion, the market is sending you a very loud, clear signal that the market is getting ready to move in the direction of that expansion.” - Paul Tudor Jones
"While a fundamental analyst may be able to properly evaluate the economics underlying a stock, I do not believe they can predict how the masses will process this same information. Ultimately, it is the dollar-weighted collective opinion of all market participants that determines whether a stock goes up or down. This consensus is revealed by analyzing price."
Mark Abraham , Quantitative Capital Management, L.P.
"Profit targets imply a trader can predict the future. Profit targets are profit-limiting. Trend followers stay in the moment of now, avoid prognostication, and let markets run as far as they go. "
Thomas Vician, Jr.
"We can’t always take advantage of a particular period. But in an uncertain world, perhaps the investment philosophy that makes the most sense, if you study the implications carefully, is trend following. Trend following consists of buying high and selling low. For 19 years we have consistently bought high and sold low. If trends were not the underlying nature of markets, our type of trading would have very quickly put us out of business. It wouldn’t take 19 years or even 19 months of buying high and selling low ALL of the time to bankrupt you. But trends are an integral, underlying reality in life. How can someone buy high and sell low and be successful for two decades unless the underlying nature of markets is to trend? On the other hand, I’ve seen year-after-year, brilliant men buying low and selling high for a while successfully and then going broke because they thought they understood why a certain investment instrument had to perform in accordance with their personal logic. "
John W. Henry
I am an almost 40 year old investor with a long term perspective and a lot of patience. I mainly think about the future when investing in stocks. I do not care about what my selection of stocks will do next year, but what the result will be in 2040 or so. To paraphrase Warren Buffett: "You should only have stocks that you would feel comfortable having if the stock market closes up for 10 years." That means that I look for stocks that combine growth and value. It has been proven that the group of dividend initiators and fastest dividend growers outperforms the markets by far in the long run. So I mainly select stocks from this group, although I also select some non-dividend payers that I believe will grow out to great future value players. Hence: from Growth to Value. I appreciate your comments, because I believe I can still learn a lot from your feedback and I believe in the wisdom of crowds.
Education: BA Economics
Experience: I am a lawyer by trade, but have been studying economics and public companies for more than 20 years. I manage family retirement funds.
Disclosure: My articles and comments are solely my opinion, not an investment recommendation or solicitation, and may not represent the views of my employer(s), associates, or other related parties. No guarantees made to accuracy or completeness. I may be long or short in the companies mentioned, and may change my position at any time for any reason. Please do your own due diligence before making any investment. My opinions on Seeking Alpha contain information from numerous sources including, but not limited, to financial statements and other data. This data may not be correct. I advise you to double check the data and information before making any decision on purchasing or selling shares of the equities mentioned. I make no guarantees or warranties as to the accuracy of data or information used in my opinions.
Educational background in economics/finance, MBA in finance.
Professional experience in corporate finance,project finance,securities.
Over 50 years of personal investing experience.
Retired. Investing for total return, to maintain my slovenly lifestyle.
I am a dog on Fate's vivisection table.