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Mark Gomes
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With over 20 years of professional experience, Mark Gomes has grown to become one of the world's most experienced technology stock analysts. He is also a Masters Track & Field world record holder and U.S. Gold medalist (http://www.fasterthanforty.com/hello-world/). Currently, Mr. Gomes is... More
My company:
PTT Research & Pipeline Data, LLC
My blog:
Poised To Triple
My book:
Faster Than Forty
View Mark Gomes' Instablogs on:
  • Why I Missed Himax's Ride From $10 To $16

    In case you missed it, our involvement in Himax (NASDAQ:HIMX) ended last September when it tripled from my initial price of $3.44 to $10.32 (you can see proof of this in my Portfolio Tracker and our Seeking Alpha article announcing the triple).

    At the time, many readers wondered why I would "give up" on a stock that Wall Street was just starting to shower with praise.

    The answer was simple. Stepping aside is what legends like Benjamin Graham (Warren Buffett's mentor) taught me to do. A decades-old video of Graham (one of many at PoisedToTriple.com) made it obvious that when a stock becomes loved by Wall Street, it is often best to move on to greener pastures.

    Sure enough, Wall Street pumped the stock all the way to $16, well ahead of any real revenue generation from Google Glass. Of course, some excitement and stock-premium was warranted (especially when the stock was $3). However, in typical Wall Street style, they baked in too much success, too soon.

    Within two months of hitting its peak, HIMX plummeted on weak results and rumors that it will be replaced in Google Glass. Thus, while we missed the ride from $10 to $16, we also missed the descent from $16 to $6.

    At present, the balance of risk and reward look appealing, but I remain on the sidelines. HIMX's Wall Street coverage remains massive. Profiting on stocks is all about having an information / knowledge advantage. It's hard to obtain that in competition against a few dozen MBAs.

    Lessons like this (and many more) are included in the all-new PoisedToTriple Methodology, released on Wednesday. As a reminder, the Methodology is required reading for anyone who wishes to maximize their gains (and avert losses) in my picks.

    You work hard for your money. This 10-minute read can help you protect it and grow it. It even provides video lessons from investing legends like Warren Buffett, Benjamin Graham (Warren Buffett's teacher) and Peter Lynch.

    Frankly, anyone who hasn't read it is operating at a disadvantage to those who have. If you're among them, it's easy enough to turn that disadvantage into a big advantage. Just go to PoisedToTriple.com and check it out now!

    May 27 2:51 PM | Link | 11 Comments
  • Should You Buy My Picks?

    Hi All. I'm in the process of providing greater clarity into my stock-selection process, investment strategies, and pick performance.

    As part of that effort, I have started re-writing my Methodology, which is free for the public to see at the Poised To Triple website. The first section is complete and includes video from investing legends like Benjamin Graham, Peter Lynch, and Warren Buffett. http://poisedtotriple.com/methodology/

    From the beginning, the document states that it is "required reading" for anyone who wishes to act on my investment research. I believe it is.

    Remember, every analyst and investor is different (I'm no exception). Thus, every investor needs to arm themselves with the knowledge necessary to take full responsibility for their own actions and investments. Analysts (like me) are effectively your employees. If they don't perform, the proper course of action is not to berate or belittle them...the proper response is to simply fire them with professionalism, knowing that they tried their best for you.

    So, please read my new methodology article so you can understand how I do things. That way, you can decide if my style is right for you. If not, I respect that and wish you all the best.

    However, unless you read it, you will not be equipped to make that decision. Please consider this carefully before deciding to buy my picks.

    May 25 9:05 PM | Link | 12 Comments
  • Doubling, Tripling, And AERO Initiation Pages

    I want to make sure that investors pay special attention to my disclosures.

    To discover great picks, I employ many analysts and industry experts. I pay for these resources by selling subscriptions at PTTResearch.com. Though I still share my picks with the public, I give them to subscribers many weeks (and sometimes months) in advance to make sure they get their money's worth.

    In other words, my free readers may get a pick that is going to double from 15 to 30, but my goal is to make sure my paying subscribers get that pick at 10.

    Subscribers also receive exclusive updates, support, and a private member forum. It's not cheap, but just one early pick can pay for a lifetime membership. Also, by giving the pick for free at 15, I effectively give investors the money to become a paying member!

    If you are among those who receive my picks for free on Seeking Alpha, there are two important things to remember:

    1. Read my disclosures, so you know when the pick was originally made to paying members.

    2. Pick your entry point carefully. It's a lot easier to do when the stock is "poised to triple" (for example, from 10 to 20) versus poised to double (for example, from 15 to 30).

    Here's an example of our initiation to subscribers versus Seeking Alpha:

    From PTT Research on Jan 30, 2014 (click to enlarge)

    From Seeking Alpha on March 10

    (click to enlarge)

    May 23 10:16 AM | Link | 3 Comments
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