Seeking Alpha

Mark Kowalski  

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
  • Description: Occasional Investor. Trading frequency: Monthly
  • Interests: Energy stocks, REITs
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Don't Short Staples, But Don't Buy It Either $SPLS Sep 21, 2014