Over 15 years as an IT Consultant for a wide range of clients including Dell, Ingram Micro, BankAm South and FedEx Data Center. Specializes in technology, contrarian plays and global macro. My articles have appeared on Morningstar.com, IHIQS, Seeking Alpha, Yahoo! Finance, MarketWatch, EIN Newsdesk, Google Finance, Motley Fool, MSN Money, and AOL Daily Finance.
I am a long time buy-and-hold investor from Cleveland, Ohio, with approximately 6 years investing experience.
I primarily target Value stocks, but on occasion am open to "growth at a reasonable price."
Ideally I prefer to invest in Mid-Cap stocks over large-cap or small-cap.
I believe the two best sectors to invest in during the next two decades will be Health Care for growth and Financials for value.
I tend to ignore the opinions of hedge-fund managers or so-called "experts"....rather, my investment philosophy values the opinion of simple minds that come from humble backgrounds.
I am always on a look-out for secular trends; I look for companies that benefit from aging baby boomers, rising interest rates, organic eating, and increased adoption of electronic payment systems.
I tend to pay more attention to a company's qualitative aspects rather than quantitative.
My top 10 stock holdings:
1. PayPal (PYPL)
2. Opko Health (OPK)
3. Berkshire Hathaway (BRK.B)
4. Markel Corp (MKL)
5. Canadian National Railway (CNI)
6. U.S. Bancorp (USB)
7. Visa (V)
8. Wells Fargo (WFC)
9. CVS Health Corp (CVS)
10. WhiteWave Foods (WWAV)
I am Wei. I began studying and investing stocks since 2007. I am a value-oriented investor. My portfolio is concentrated and usually has less than six holdings. I hold large percentage of cash since 2013. Currently, I focused more on some semiconductor stocks, oil-related stocks, and auto stocks.
I run a small, private long/short portfolio. I focus on long term value, with a full expectation of showing paper losses in the short-term. Agnostic on the topic of catalysts. Wary of false precision. Usually ignorant of quarterly results and analyst forecasts. Seeking durable insights on business models and industry trends, and general wisdom.
I was a fund manager of European Equities for 10 years at Newton Investment Management in London. I recently founded StockViews.com, a social network that connects investors with analysts and encourages debate around individual stocks. I still keep my hand in the market and contribute both to StockViews and to Seeking Alpha. I also dedicate a large amount of my time to educating investors through StockViews Campus and via a mentorship program for university students. In the fall I will be touring a number of US universities to deliver a series of seminars on investing. You can find out more about me via my blog: http://blog.stockviews.com