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Mark Gomes
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With over 20 years of professional experience, Mark Gomes is among the world's most experienced technology stock analysts. During his time as a contributor to Seeking Alpha, over 50% of his official picks were either acquired or tripled in value. Currently, Mr. Gomes is the CEO of Pipeline Data,... More
My company:
PTT Research & Pipeline Data, LLC
My blog:
Poised To Triple
My book:
Faster Than Forty
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  • The #1 Tech Stock Of 2014

    I am very proud to have selected CNBC's #1 Tech stock of 2013-- Himax (NASDAQ:HIMX).

    As of mid-June 2014, I held the lead once again with Globalstar (OTCQB:GSAT). However, I decided to graduate the pick. Our calculations tell us that the risk no longer justifies the reward. A 200% is enough... and further proof that PTT's focus on expert-based research wins.

    Remember, the list of World's Richest People are dominated by business owners and investors -- both of which have a long-term focus. There are no traders. If get-rich-quick worked, everyone would be rich. In fact, the opposite is true. The PATIENT are rewarded with riches. Why? Because most investors are not patient!

    Our prudent approach to risk and reward helps investors to maximize gains and minimize losses over time. Our track record on Seeking Alpha shows that we consistently trounce Wall Street's questionable picks (and dealings).

    It's time for Main Street investors to stop getting robbed by Wall Street shenanigans. Say "no!" to high-frequency trading. Say "no!" to dark pools. Say "no!" to pump-n-dumps. I walked away from my Wall Street career. It's time to turn your back on shady Wall Street firms.

    PTT can be your secret weapon.

    We only keep your business if you make money (the way it ought to be). Most of our membership dues are pooled to obtain more world-class resources to out-pick the so-called pros...so all of your money works for you (the way it ought to be).

    TOP PERFORMING STOCKS (ONE YEAR RETURNS / $1B+ MARKET CAP PER CNBC)

    Rank

    Tech

    Ticker

    Name

    Sector

    One Year %

    1

    -

    GWPH

    Gw Pharmaceuticals Plc Ads

    Medical Products

    774%

    2

    -

    ICPT

    Intercept Pharmaceuticals Inc

    Medical - Biomedical

    753%

    3

    1

    GSAT

    Globalstar

    Satellite Communication

    602%

    4

    -

    HZNP

    Horizon Pharma Inc

    Medical - Biomedical

    547%

    5

    2

    VIPS

    Vipshop Holdings Limited

    Internet Services - Delivery

    427%

    6

    -

    EMES

    Emerge Energy Services LP

    Oil - Field Services

    391%

    7

    -

    ITMN

    Intermune Inc

    Medical - Biomedical

    358%

    8

    -

    IDIX

    Idenix Pharmaceuticals

    Medical - Biomedical

    356%

    9

    -

    AAMC

    Altisource Asset

    Finance - Investment Mgmt

    354%

    10

    0

    GTAT

    GT Advanced Technologies

    Electronics

    351%

    11

    -

    LCI

    Lannett Co Inc

    Medical - Drugs

    286%

    12

    4

    BITA

    Bitauto Holdings Limited

    Internet Services - Delivery

    275%

    13

    -

    CWEI

    Clayton Williams Energy

    Oil - US Exploration

    200%

    14

    -

    FURX

    Furiex Pharmaceuticals

    Medical - Drugs

    190%

    15

    -

    AXDX

    Accelerate Diagnostics Inc

    Medical Instruments

    184%

    16

    5

    MITL

    Mitel Networks Corp

    Wireless Equipment

    179%

    17

    -

    AER

    Aercap Holdings N.V.

    Finance - Leasing

    172%

    18

    -

    PCRX

    Pacira Pharmaceuticals

    Medical - Drugs

    171%

    19

    -

    CSIQ

    Canadian Solar Inc

    Solar

    169%

    20

    -

    BFR

    Bbva Banco Frances S.A.

    Banks - Foreign

    167%

    TOP PERFORMING STOCKS (2014 RETURNS / $1B+ MARKET CAP PER CNBC)

     

    Rank

    Tech

    Ticker

    Name

    Sector

    YTD %

    1

    -

    ICPT

    Intercept Pharmaceuticals Inc

    Medical - Biomedical

    302%

    2

    -

    IDIX

    Idenix Pharmaceuticals

    Medical - Biomedical

    295%

    3

    -

    ITMN

    Intermune Inc

    Medical - Biomedical

    202%

    4

    -

    FURX

    Furiex Pharmaceuticals

    Medical - Drugs

    148%

    5

    1

    GSAT

    Globalstar

    Satellite Communication

    141%

    6

    -

    EMES

    Emerge Energy Services LP

    Oil - Field Services

    130%

    7

    2

    VIPS

    Vipshop Holdings Limited

    Internet Services - Delivery

    112%

    8

    3

    GTAT

    Gt Advanced Technologies

    Electronics

    110%

    9

    -

    AXDX

    Accelerate Diagnostics Inc

    Medical Instruments

    106%

    10

    -

    PES

    Pioneer Energy Services Corp

    Oil & Gas - Drilling

    104%

    11

    -

    MNKD

    Mannkind Corp

    Medical - Biomedical

    102%

    12

    -

    AGIO

    Agios Pharmaceuticals Inc

    Medical Products

    98%

    13

    -

    PAH

    Platform Specialty Products

    Chemical - Specialty

    98%

    14

    4

    TQNT

    Triquint Semiconductor

    Semi Communications

    98%

    15

    -

    SBGL

    Sibanye Gold Limited American

    Mining - Gold

    94%

    16

    -

    HZNP

    Horizon Pharma Inc

    Medical - Biomedical

    94%

    17

    5

    RFMD

    RF Micro Devices

    Wireless National

    92%

    18

    6

    AMKR

    Amkor Technology

    Electronics

    91%

    19

    -

    GWPH

    Gw Pharmaceuticals Plc Ads

    Medical Products

    86%

    20

    -

    HSH

    Hillshire Brands Company

    Food - Meat Products

    85%

    Source: Barcharts.com and PTTResearch.com

    Take back control. Join us today!

    Tags: HIMX, GSAT
    Jun 13 7:26 PM | Link | 13 Comments
  • Beware Of The Biggest Pump-N-Dumpers: Wall Street Brokerage Firms!

    "Our studies indicate that you have your choice of tossing coins and taking the consensus of expert (Wall Street) opinion and the result is just about the same in each case." - Benjamin Graham

    That statement was captured in a video made about 70 years ago. It was made by Benjamin Graham, the father of modern stock valuation and the man who taught Warren Buffett how to become a billionaire.

    His words still hold true today. After all, why would Wall Street firms pay its analysts top-dollar to give good advice to Main Street investors for free?

    They don't. The top-dollar analysis goes to their institutional customers first. By the time Main Street finds out that a stock looks angelic in the consensus eyes of Wall Street, there's a 50/50 chance that it's overvalued.

    Himax (NASDAQ:HIMX) provided a perfect example of this:

    (click to enlarge)

    I selected this stock at $3.44 per share. My Methodology (packed with lessons from the greatest investors ever) stated that 10.32 would be our "graduation" price. It only took 6 months and is indicated by the circles on the chart above.

    Predictably, with the stock gaining notoriety, Wall Street jumped in to stimulate excess excitement to spur customers to buy the stock (after all, brokers are sales people -- they get paid for generating transactions). At its peak, the stock hit $16 and had a $18.50 price target.

    Readers asked why I would miss a ride like that. The answer was simple. At $3.44, I saw $1 of risk and $7 of potential reward. At $10, I saw $5 of risk and $5 of potential reward. I only play 50/50 bets at the casino (for fun). At home, where my life savings are at stake, I only play stocks where the potential reward dwarfs the risk.

    To be clear, I do play some high-risk stocks... but I make sure the potential reward is much much higher. Consequently, I aim to be right about 50% of the time and make 100-200% on my winners, while losing 20-30% on my losers. The result of investing this way has been an average annual return of nearly 40% since 1996. If you do the math, that's 400x your money.

    Wall Street doesn't play that way. Wall Street plays to maximize customer transactions -- that's what maximizes their revenue.

    Try to remember that the next time one of your stock gets an upgrade at the same time as it hits the top of a Risk/Reward Chart. The chart will take better care of you than Wall Street analysts.

    The analysts are looking out for themselves.

    Tags: HIMX
    Jun 10 12:04 PM | Link | 11 Comments
  • Learn How To Become A Billionaire This Weekend

    The weekend is a great time to build your skills to attack the week ahead.

    The easiest way to get rich is to learn how the legends made their fortunes. Remember, Warren Buffett was a paperboy before he attended classes taught by the grand-master, Benjamin Graham.

    Those lessons are more accessible than ever (you can read them while lying on the beach!). With that knowledge, plus the information sharing power of the Internet, Main Street investors have everything they need to beat the pros.

    Today, I'm recommending two great reads:

    1. The Methodology: It's free and includes videos from Warren Buffett, Ben Graham, and Peter Lynch. The answer to most of the questions I see here are answered in it. http://poisedtotriple.com/methodology/

    2. Benjamin Graham and the Power of Growth Stocks: It's about $25 on Amazon and the Apple iBook store. Here is a snippet from the book:

    "To understand Graham's impact on the financial world, all you really need to know is that he was Warren Buffett's mentor for more than two decades.

    Graham is probably most widely recognized for his contribution to value investing, a methodology that relies on strict analysis and timing to acquire undervalued stocks when they're trading at a discount to their intrinsic value and sell them once they've earned a suitable return.

    Although his name is nearly synonymous with value investing, Graham also began to see the value of growth stock investing late in his career. He even developed a formula and a methodology for growth stock investing.

    Graham's investment philosophy was rooted in two important premises: that a security should be analyzed independently of its price, and that the future performance of any security is uncertain.

    He suggested that intelligent investors should aim to purchase a security at a discount to its assessed value in order to provide a margin of safety that can protect their investment against loss. Both the risk and the return of the investment are dependent on the quality of the analysis and this margin of safety."

    Finding a new pick today can make you 50% one time on that one pick. Reading those educational pieces can make you 50% every year on your entire portfolio.

    The choice is yours!

    May 31 11:52 AM | Link | 3 Comments
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