Seeking Alpha

North Fork Investors

North Fork Investors' blog ( tracks the value-oriented investments, both long and short, of two friends and investment partners. We will manage a model $100K portfolio beginning in February 2009. Detailed analysis is provided for each pick. We seek to invest in "good" companies trading at cheap (or at least reasonable) prices for a long period of time. "Good" to us means the ability to earn a high return on invested capital while maintaining a protected market position. Our long investments should have a sustainable, easy to understand business model, and should be conservatively capitalized (with limited exceptions if we believe reward greatly outweighs risk). ...More
  • Trading frequency: Monthly
  • Interests: Dividend stock ideas & income, Options, Stocks - long, Stocks - short
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