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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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  • 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 Read my disclosures, so you know when the pick was originally made to paying members.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
  • Make Sure You're Not Being Scammed

    Is the analyst you are following a scam artist? It's a very important question.

    Of course, the analyst will tell you what they want you to hear. This is why I do everything I can to be transparent and easy to investigate.

    ______________________________

    In addition to steering you away from scam artists, researching an analyst will also help you determine if he/she is compatible with your investing style.

    If you disagree with the analyst's thesis, picks, approach, or demeanor, many will respond openly to a constructive dialog. Kindly stating your case comes across much differently than those who launch attacks or jump to conclusions.

    Remember, there are investors who only posting comments to scare investors by discrediting the analyst's pick(s) -- a.k.a. reverse pumpers.

    If you are not one of them, the best way to distinguish yourself is to be constructive and caring in your dialog.

    In my specific case, you can better arm yourself to criticize me by reading my Methodology. Indeed, I always seek to improve myself and invite constructive criticism.

    Keep in mind, every analyst makes bad calls. However, great analysts will make far more great calls. Just remember this invaluable lesson from Peter Lynch (one of the greatest fund managers ever): Great picks can act very poorly before taking off.

    After you watch that short segment, think about the all the picks I've made on Seeking Alpha over the past 5+ years. Then, think about my most recent selections. Some are up and some are down. Are the down picks bad? Or are they just acting poorly before they take off?

    That's why it's so important to gain trust in the analysts you follow.

    As for me, my style can admittedly be complex at times. Perhaps I sometimes come across as a stock timer. If so, I must apologize. I'm am NOT a stock timer, trader, or technical analyst.

    I'm an investment analyst, a simple student of some of the world's greatest investors. My methodology statement at PoisedToTriple.com talks about all of this. PoisedToTriple also has a Performance Tracker with links to proof of my entry and exit points. However, if you don't read these pieces, you'll have no way of knowing if my style is right for you.

    And that's MY FAULT.

    My methodology statement is more important than my picks, because my picks are dependent on the methodology.

    Part of my job is putting it in front of you. Part of my job is making sure you read it. If you don't, I blame myself.

    Who do you blame? It's not a rhetorical question. If you think I'm to blame, I respect that and will not disagree. However, I'd like your input on how to fix that.

    You're here because something about me attracted you to my picks. What was it? Calling HIMX in Google? Apple doing business with PXLW? Smart investors know that pumpers and scammers don't make seemingly outlandish predictions that come true like that.

    Indeed, there is ONE thing that separates the readers who trust in me from those who aren't yet sure. That one thing is my Methodology.

    Thus, if you have lost any money on my picks, don't hesitate to provide your feedback (but be kind!). I want to learn how to make sure people read the Methodology. I also want to learn how to make my research clearer and easier to understand. I also want to learn how to NOT come across as arrogant or promotional. These are important things for someone who truly wants to help people.

    In comparison, a pumper lives by the "sucker-born-every-minute" rule. Sadly, they're right.

    If you hide in anonymity and promote your picks to enough people, you will get rich. People like that don't care that they hurt people. A new sucker will always be there to take the place of an burned one. Exposing them is a noble idea, but it's also a waste of time. Their marketing dollars enable them to reach more people than any of us can save.

    Indeed, when I was younger, I was the sucker a few times. That's a big part of what makes me want to help people. The best way to do that is to encourage self-education.

    Of course, I could be making much more money right now by producing some B.S. marketing video, but I'm here...

    ...because I CARE.

    Just understand that I can't give away everything for free. I have employees and resources that are critical to making great picks, so I have to charge for SOME of my work (everything I do here on Seeking Alpha, I do for free).

    Please think about that for a second.

    Then reach out to me. Send me a Direct Message. Help me use my talents more effectively for you. Be my coach, so I can a valuable member of your investment team.

    After all, this is not a game. It's your hard-earned money. Would you entrust it to anyone on the street? If you don't investigate your analysts, that's what you're doing. That's how I got burned when I was younger. Eventually, I learned that the extra time isn't just worth it, it's a requirement.

    It will protect your money...and perhaps your family's future.

    Investigate your analysts. Investigate me.

    There are only seven links at the top of PoisedToTriple.com. The first two are arguably the most important. The Portfolio Tracker is a close third. It provides links to proofs-of-picks AND includes my BAD picks (some really bad ones, too).

    Google will also provide you with more than you'll want to know about me. Indeed, I'm not just an analyst. I'm also an athlete, a volunteer coach for children, and a community fitness volunteer.

    *

    *

    Appendix (example of a good pick that looked bad):

    My FIRST pick here (NASDAQ:LIOX) rose initially, but then got cut in half before finally tripling (435 days later). The video link I provided above discusses why this happens.

    It happens all the time...and it's GREAT. It enables you to get into picks that took off too fast for you to get in. It enables you to make more money when the pick proves to be right.

    You don't need Warren Buffett to tell you this, but you should HOPE for this to happen.

    There's only one catch. How do you know if the pick is good or a pump-n-dump? Easy. INVESTIGATE THE ANALYST.

    (click to enlarge)

    May 23 7:30 AM | Link | 20 Comments
  • How The Masters Made Their Millions / Billions

    Let me start by saying, "I am a nobody".

    It's true. While it's also true that I have a great track record of predictions and picks, NONE of it would be possible without those who taught (and continue to teach) me how to invest with success.

    This is why I consider myself to be nothing (except a student).

    Accordingly, "my" track record is ONLY the result of utilizing the lessons of truly great investors who have been great-enough to share their wisdom. Refusing such valuable wisdom would obviously be stupid. Thus, I have spent the past 25 years reading, listening to, and adhering to lessons from some of the greatest investors ever. Indeed, my personal mentor was himself taught by the legendary Jim Rogers.

    I am blessed...and only seek to share my blessings with others. After all, that is another lesson the masters teach.

    Studying greatness is often how greatness is achieved. Thus far, the masters' teachings have enabled me to average close to 40% annually for the past 18 years, which is 400x your money (its simple math: 1.4^18-1)!

    This has required a lot of work, but in the end, all I've had to do is follow their lessons and avoid their mistakes. Indeed, they all say that they could perform much better if they could do it all over again.

    By learning from their lifetime of experience, that's exactly what we get to do.

    What I Learned From Lynch: Invest in what you know.

    How I seek to enhance that lesson: I outsourced "what I know" to people who know more about a given subject than anyone else. In the Internet era, we can now "crowd-source" what we know too!

    What I Learned From Graham: Buy cheap, sell opportunistically. The value of the company trumps the movement of the stock over time. Growth stocks are more attractive. Wall Street consensus is a 50/50 proposition, because Wall Street uncovers all the value and hypes that value into the stock (remember, they make their money by stimulating investor transactions).

    How I seek to enhance those lessons: The most value often exists where nobody else is looking...or when everybody believes there is none.

    What I Learned From Buffett: Find the hidden value; Find the sustainable competitive advantage.

    How I seek to enhance those lessons: The competitive advantage doesn't have to be sustainable if it is relatively new. There is great money to be made by riding short-term advantages. It requires a more nimble touch, but the rewards can be tremendous, as we have discovered first-hand!

    What I Learned About Valuation: Growth rates and operating models are the key. Lynch says to focus on estimating the 3-5 year growth rate (actually "guestimating", because nobody knows for sure, ever) . Graham said 7-10 years. Buffett seems to prefer looking out into eternity.

    How I seek to enhance those lessons: I say, focus on a time frame that is just long enough for the masses to become exuberant. Wall Street is a hype machine that is constantly in search of something to hype. We can't stop it and barring extreme legislation (won't happen -- the fat cats contribute too much to campaign coffers!), it will never change. So, we might as well use it to our advantage. If we pick stocks that the sell-side eventually jumps on, we will make money and be able to exit into their hype wave.

    For the sake of anyone interested, I have started to assemble the best video lessons I could find, which will be made available as a cleanly-produced production soon under "Methodology" at PoisedToTriple.com. In the meantime, here are some raw notes from my YouTube content-gathering mission:

    This first video = Warren Buffett. The first 2:00 = turning $40 into $5 million. Also 3:30 - 4:30 "I mistakes when I have a lot of cash...I do something dumb."

    http://youtu.be/N9Ny6pjCS-8

    The next video focuses on Peter Lynch

    http://youtu.be/P5RroqvVCPc

    0:22 - 1:00 provides an intro to Peter's greatness

    At 1:00 - 1:17: every time the market dropped 10% or more, his fund dropped 10% or more. Yet, over the course of 13 years his fund returned 2600%!

    3:37 - 3:55 stocks are volatile. The average range for a stock in a year is 50% between its high and it's low. the stock market is a long-term investment. If you don't understand and accept this, you should not be involved with stocks.

    4:30-4:45 even good stocks take time to perform, not 2 or 3 months.

    4:50 - 5:10 when to sell a stock...when another one is better! This is another reason why we graduate picks.

    5:11 - 5:20. it takes time for Wall Street to realize that a story is great, so give it time!

    9:24-9:40 the story doesn't change quickly!

    10:27 - 11:12 The market drops...and NOBODY can predict it.

    11:13 - 11:38 market drops take down stocks that have nothing to do with the reason for the drop. = great opportunity.

    13:41 - 14:04 profit and profile determine when to sell.

    15:01 - 16:29 small caps rock but big ones can rock too (STX LGF FB)

    16:29 - 17:24 a stock has nine innings. Don't buy in inning 1. Great find - gold mine.

    21:27 - 22:37 turnarounds / fallen angels / hated stocks...wait for proof of turnaround. Great find - gold mine.

    25:05 - 26:10 stock ultimately follows earnings

    27:30 - 28:00 PEG ...but I say PE is BS

    40:28 - 43:59 r/r !!!

    13:30 disagrees with my sell-when-it-triples strategy, but his picks have generally crossed the chasm. My picks are usually in an earlier stage and often have to go through a "trough of disillusionment" phase before crossing the chasm. We can (should) explain this. On another note, I agree with him in that "selling if it drops X%" is a bad strategy.

    This one = Warren Buffett on Benjamin Graham. AWESOME. The first 1:45 of this video has great footage of both: http://youtu.be/ubW_xFaUtgs

    Warren Buffett says "be greedy when investors are fearful and fearful when investors are greedy".

    This video on Warren Buffett is a must-watch: http://youtu.be/xBfZKjvH9NM

    For our readers' reference only, Benjamin Graham's iconic book can be heard on YouTube here: http://youtu.be/Fc0l8nu85LE

    Peter Lynch: http://youtu.be/_T-uS2GTLZU

    17:13 - market drops are great!

    24:00 - Cheaper stock = a good thing! (exa. Kaiser Inds. Peter Lynch thought it should go from 16 to 50...it did, after taking a pit stop at 3 -- that's a triple the hard way!)

    29:45 - There's always something to worry about

    57:53 - Children/wives = great pickers....he gives advice for bachelors

    Warren Buffett: The first 2:30 = we WANT stocks to drop.
    http://youtu.be/Z4glkcb7HHE

    May 20 3:15 PM | Link | 8 Comments
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