Michael Bryant

Investor. Mission: Help people make money. Degree: Chemistry from NC State University. Featured author of Momentum Options Weekly Wrap (http://momentumoptionstrading.com/ )

Follow me on Motley Fool Caps at http://caps.fool.com/player/modestus1.aspx .

For short-term ideas about big movers, follow my StockTalks. But please note I am not the best short term stock picker. I am 7-0-1 in the long term, but 0-3 in the short term. If you want better short term pickers, I recommend Michael Filloon and Alfred Little.

Over the last 12 years, I am 7-4-1. I was up 130%, 29%, 15%, 3%, 19%, 25%, 56% from 2001-2007 respectively, and down 39%, 39%, 79% from 2008-2010 respectively. In 2011, I was flat, but some ...More ill-timed trades (should have held AG) caused a loss of 17% in 2012. Note: gains and losses include transaction costs. 2009 and 2010, I traded frequently, adding up transaction costs. That is why I favor longterm holding over shortterm trading.

I invest in all stocks. I don't agree that US stocks are the safest. Want a safe stock, try TEVA. It did not fall much, or at all, during the credit crisis. And generics are the future.

Being a chemistry graduate, I tend to focus of the drug, medical, biotech, and chemical industries. So far, I wrote about 5 medical companies (RPC, OREX, KV.A, PLX, & XOMA). OREX and KV.A were right on target, though KV.A has fallen back hard after reaching their highs, which surprised me. PLX was half right: it did get a negative letter from the FDA, but the options strategy was wrong. For RPC, so far, I have been wrong, and exited my position in mid-May. XOMA also has fallen since I wrote about it.

However, I also cover diverse stocks, from BIDU to NCT. Ignoring other industries is a big mistake. I look for stocks I find undervalued on both a value perspective and a growth perspective, but placing more emphasis on growth. I combine both fundamental and technical analysis. The fundamentals only tell you part of the story.

Anybody can make money. Don't let Wall Street analysts manipulate you. Their analysis is good, but don't take everything they say. Good luck investing, and I will do everything I can to make you money.

Oh, and I invest in rather risky stocks with high potentials. If you are nearing retirement, I don't recommend you copy my portfolio. I will label my stocks with the risk/reward factor. I am adding a watch list with some stocks for retirement investors that I like. All watch list stocks are long term holdings.

Current holdings:

TNH (low risk/medium reward)

RNF (low risk/high reward)

NCT (medium risk/high reward)

NOK (medium risk/high reward)

HOV (medium risk/high reward)

BBRY (medium risk/high reward)

Watch list:

JAZZ (medium risk/high reward)

NFLX (medium risk/high reward)

LVS (medium risk/high reward)

SAM (medium risk/high reward)

CMG (medium risk/high reward)

ZNH (medium risk/high reward)

RDY (medium risk/high reward)

QCOR (medium risk/high reward)

YZC (low risk/high reward)

CF (low risk/high reward)

TTM (low risk/high reward)

NVO (low risk/high reward)

BIDU (low risk/high reward)

PCLN (low risk/high reward)

CLF (low risk/medium reward)

AAPL (low risk/medium reward)

GOOG (low risk/medium reward)

TEVA (low risk/medium reward)

CIM (low risk/medium reward) - dividend stock

TNH (low risk/medium reward) - dividend stock

GOL (low risk/medium reward) - dividend stock

SID (low risk/medium reward) - dividend stock

Bill Gross sees bubbles everywhere. Then, I guess there are no bubbles, if everything is a bubble. http://bit.ly/10ayHED 2 days ago