I have a PhD in Chemistry and an avid investor for 30 years. Having worked for large and small chemical companies, I have a good perspective on the chemical industry. I have four patents, and am still actively engaged having my own consulting company. I am an unabashed devotee of Warren Buffet and John Bogle. I've been recently been focusing on opportunities in value style microcaps.
I am a long term value investor, but I am also interested in growth stocks when it is not overpriced.
I enjoy the process of finding out stocks with value, much like a gold-mining experience. Along the way, I also gained a lot of insight on various businesses.
Most of the time, I post articles and comments on Seeking Alpha to get opinions from other people, since it is important to get criticized and avoid the confirmatory bias. I also believe that small investors need to work together to share their research efforts in order to achieve an edge on information.
While I am passionate about investment, I am also passionate about many other things as well, such as Math, Machine Learning, Psychology and Philosophy. I believe life is about having fun, and a big part of that "fun" comes from constant learning and personal improvement.
Amateur aficionado of fundamental security analysis and behavioral psychology. I have a Ph.D. in Engineering and MBA, with corporate executive and P&L experience in North America and Asia. Managed cross-border M&A, private equity deals, strategic alliances and joint ventures. I believe in the disruptive power of innovation, having been part of developing innovative technologies. Fascinated by the global capital markets, but less so by the media pundits who boldly predict and explain all moves in the markets with not a shred of humility. Always on the side of the small investor because no one else is and...that's who I am.
Disclaimer: I would like to remind readers to always do their own due diligence on any investment, and if necessary, consult their own financial adviser. The material in my articles should not be considered or relied upon as a formal investment recommendation but merely as a starting point for further analysis.
JD James & Company is a traditional merchant-banker. We formulate and execute financial and/or operational strategies. Our principal market is West/Central Africa (Cameroon to Angola).
As a privately owned firm, our measures for success are not driven by transaction size, transaction volume or, current environment.
JD James & Company seeks relationships with clients and partners who need objective, sophisticated, global solutions to financial and organizational issues. We have a particular expertise in transitional environments.
Our credo is simple: Strategy and Discipline
Recovering CPA turned commercial loan broker. I started in public accounting with a Big Eight firm, a predecessor of Deloitte. I spent most of my career as an internal auditor working for a variety of St. Louis based companies, some Fortune 500, as a manager and director internal audit. I moved into financial services in the Private Bank of Bank of America. I worked for a commercial mortgage broker and later started my own firm. I arrange financing for multi-family properties and senior living facilities through my company, Hi-Pointe Capital.
I am a member of an investment club...we bought Qualcom in the early 1990's (still own it). For my own portfolio, I bought bought Express Scripts in 1993 (still own it) and bought Yahoo the week it went public (do not still own it). I am looking for small cap companies that have above average appreciation potential that are not widely followed.
I play nice with others and know how to share.
I am the President and Portfolio Manager at Motiwala Capital LLC, a Registered Investment Advisor in the state of Texas. I employ a value oriented investment philosophy. I look for quality companies that have strong balance sheets, produce stable free cashflow and generate above average returns on capital. We purchase at attractive discounts to their intrinsic value.
I started managing separate accounts in 2011. Currently managed $5.4million in assets. Please find presentations, interviews and client letters at www.motiwalacapital.com
I am in equipment sales in industrial and laboratory markets. As I am getting within 3 years or so from retirement I am shifting from focusing on growth to generating income. I do not reach for yield, preferring a mix that allows for solid growth of the income stream and capital appreciation. I have built a diversified portfolio of solid dividend paying companies who grow their dividends at a rate beyond inflation with 80% of investable assets. I also maintain a growth portfolio of 10% of investable assets.
Amateur investor, fell into managing my own retirement portfolio after dissatisfaction with the repeated rebranding of my investment brokerage in the consolidation of the investment banking industry and stagnant investment performance. I ran the list on sources of advice, have taken to listening to selected voices in SA and a few proprietary sources of investment data.
Out of necessity and desperation, a new hobby has grown, but with the underlying compulsion to secure a safe retirement.
I have settled on a dividend growth strategy in a broad sense, as a means to focus my attention on companies who have a track record of growth in both revenue and payment to owners, as well as to assist me in assessing value at purchase.