Seeking Alpha

Mark Kowalski

 
ABOUT
My investment theory consists of applying logic to financial and competitive data to find companies that will outperform the market. My work as an auditor has given me a degree of expertise to see through the numbers of financial statements to get a clear picture of the business behind them.

I find companies that I think are good at what they do, and at monetizing their products first, then determine if the investment makes sense. I make a strong distinction between the analysis of the company and of the stock. Both are not always well in line, but you need both to work together to form Alpha.

I have been investing for the last 4 years in a combination of Canadian REITs, U.S. Energy and Financial ...More
SNAPSHOT
  • Description: Occasional Investor. Trading frequency: Monthly
  • Interests: Energy stocks, REITs
COMPANY
Currently, you have no company profile. Click edit to add a company profile.
BLOG
Currently, you have no blog details. Click edit to add blog details.
Book
Currently, you have no book details. Click edit to add book details.
LATEST STOCKTALK more »
Don't Short Staples, But Don't Buy It Either $SPLS http://seekingalpha.com/a/1hsl3 Sep 21, 2014