A financial analyst & forecaster. I look at everything, but drill down into secular trends, equity investment strategies and asset/sector allocation models. 20 years experience in asset modeling, investment analysis/general dd, portfolio mgt, and macroeconomic analysis. To that end I've worked extensively with equities, fixed income, commodities, private equity, currencies, and derivative products. Worked with Merrill Lynch, Goldman Sachs, Charles Schwab, Morgan Stanley and many others as an institutional trader, published hundreds of actionable investment models and valuation studies, and conducted primary S&P 500 member research for several hedge funds. My commentary and educational library appears on Investopedia.com, and analysis has appeared in Barron's, WSJ.com, TheStreet.com, and Forbes.com, yada yada. I believe that equity analysis originates within a methodical, objective, and analytical framework. Influences include some Austrian, some Chicago, some Keynesian, a healthy dose of Emerson and William James. Kahneman, Graham, Buffett, Lynch, Dalio, Siddhartha. True Alpha involves equal parts science and art, and this begins with a cohesive vision of the way the world will be in the future. From that belief can come logical theories that apply to specific technologies, business models, and industries. Failures should be appreciated as much as successes, so long as the investor can approach both with a relative calm. Success in the long run is the only goal that truly matters, so we must practice with intent, no matter what the short-term noise reinforces or contradicts. The markets are always seeking an inherent balance, and my research style seeks to profit from imbalances when they appear.
Dave Burwell is a Vice President with The Howard Group, providing Corporate Communication and Capital Market services for micro & small-cap companies. Established in 1988, The Howard Group is a Corporate Communication and Capital Markets firm. We look at a lot of micro and small-cap companies but choose to align ourselves with a select few. Our focus is on the long-term as building a business and building a public market following is not a quick process. Our services are tailored to each company we represent as we do not abide by the theory that one size fits all.
José D. Roncal is a truly global executive with over 20 years of experience in international business and finance, having worked and travelled frequently in six continents. Specializing in telecommunications and information technology industries, Mr. Roncal has served such well-known multinational companies as NCR, AT&T, Verizon Communications and the U.K.-based blue chip company, Cable and Wireless.
For more than 15 years, he has lived around the globe as a Chief Financial Officer, focusing on mergers and acquisitions, joint ventures, strategic alliances and spin offs among other strategic activities. He is a well known transformational and corporate turnaround specialist and inspirational leader, with a proven track record in developing high-performance operations.
Mr Roncal has authored numerous articles on business strategy, finance, accounting, capital markets and the global economy. He holds an MBA from Thunderbird University and a BA from Florida International University both in the USA and has attended various senior executive programs at Oxford University in the United Kingdom.
I taught my self investing after I got tired of losing money in the hands of so called "professionals" over the years. I figured it's better if I lose my own money - at least I can blame no one else for my mistakes.
I immigrated to Canada from India in the 80's with $10 in my pocket and have not done badly. I am grateful to Canada for giving me the opportunity to succeed and build a good life. I lived in the US for a couple of years but returned to Canada. The similarities and differences between the two countries fascinate me, I have a Bachelor's degree in Pharmacy (I am a Ontario licensed Pharmacist), and was "retired" recently from the R&D department of a major Pharma company. I also have an MBA from the University of Saskatchewan.
Over the last 15 years, through a combination of interest, hardwork and luck, I have accumulated a portfolio which has made me financially independent (at least on paper), while making all the rookie mistakes and enduring two big bear markets fully invested (the last one with leverage) and holding a full time professional job and raising a family. The 2007-09 bear market has taught me that technical's are important and its important to raise cash at the right time. I follow the economic indicators carefully with the hope of avoiding (at least partially) a bear market. I continue to learn from experience and the read economic and financial commentary voraciously. I like to think I am playing the long game which takes guts, skill and patience.
My investing style is value - with a GARP orientation. My experience is that a few home runs make up for a many strike-outs, though now I focus more on stealing singles. I realize that Investing is a "losers game", to win you need to minimize your losses but at the same time, if there is no risk, there is no gain. I like to be highly diversified and routinely follow over a 100 positions. I invest, not trade, waiting patiently for a fat pitch.
Thanks for stopping by and good luck investing.