My goal is to find companies that can employ large amounts of capital at significantly higher rates of return for longer periods of time trading at a reasonable price.
I realized my passion for economics and finance in 2007 during a long conversation with a friend about currency exchange rates and their relationship with interest rates. At the time, I was doing my Masters in Biochemistry. Even though I started late in life I went ahead and read as many books as I can related to Economics. I enjoyed so much so that I could not stop there, I went ahead for CFA charter (Level III candidate). I am a biochemist by day and enjoy my free time doing equity research.
Undergraduate at Temple University majoring in finance and expecting to graduate in 2016. I have been studying finance for seven years on my own time and have had gained experience by personally investing my own money and working in a student ran endowment. I focus on the healthcare sector, specifically biotech, pharmaceutical, PBM's, and insurers.
While some other hamsters sees spinning the wheel every day a destiny, I am the odd one that begrudges such monotony. After all, life will be horribly boring without learning something new everyday.
"There can be few fields of human endeavor in which history counts for so little as in the world of finance. Past experience, to the extent that it is part of memory at all, is dismissed as the primitive refuge of those who do not have the insight to appreciate the incredible wonders of the present."
-John Kenneth Galbraith
Light trader interested in dividend growth stocks. I own every S&P dividend aristocrat, and then some. The aristocrats form the foundation. I have ownership of more companies that I have placed on that foundation. I have several general rules about stocks. Rule #1: Do not buy a stock to sell it. Rule 2: Do not sell a stock you bought. Rule 3: If I am unsure if I should sell a stock, see Rules 1 & 2. Rule 4: If I really am going to sell a stock (fundamentals change, dividend frozen or cut, etc.,), then just sell it and do not look back. Rule 5: no foreign tax withholding (I do not want the money back later, I want it re-investing now, There are plenty of US and British dividend companies) and Rule 6: drip. drip. drip.
I am an investment professional focused on finding a sustainable path to earnings beats, preferably in beaten up compounders. I like investing in high quality companies, but my experience on the sell side taught me that it is hard to fight the power of a financial trend. Financial estimates, just like stock prices, are subject to human emotion. I believe big swings should be taken when Mr. Market and Mr. Estimate have created a compelling opportunity.
I retired from being an Engineering Fellow for a major industrial conglomerate in 2007. I spent 32 years there and focused on technology strategy and new technology development. I was fortunate to have both a defined benefit pension, a good size 401k, and some taxable brokerage accounts. To keep my mind busy, I made a hobby of personal investment management. I have focused on asset allocation theory, valuation techniques, and technical analysis. As an income investor, my primary interests are choosing and holding individual dividend stocks, including MLPs. I select actively managed mutual funds for other asset classes. I recently began using exchange traded debt (baby bonds) and preferred stock to supplement a multi-sector bond fund.