I am a Special Situations/Value Investor, I invest in Relative value arbitrage situations, Bankrupt and Distressed situations, I have 20 years Experience as a bankruptcy/ legal consultant, Financial/ White Collar Fraud Investigator.
Best investments include (GGP) General Growth Properties (HPY) Heartland Payment Systems (WMIH) Washington Mutual Inc. (NFLX) Netflix, I am currently Long Republic Airways (RJETQ) Fannie Mae (FNMA) Sears Holdings Inc. (SHLD) Sears Holdings Inc/Warrants (SHLD.WS) Pershing Square (PSHZ) I am short Herbalife (HLF)
Consultant in the economics of renewable energy retrofitting - moving energy from liabilities to assets. Passionate student of the business scene, particularly commodities, currently not an active investor. Author, translator, blogger. Trading experience is more commodities than stocks.
Private Investor - Actively manage my investment and retirement accounts.
Trading Methodology - Always looking to hit home runs while slashing singles and stealing bases. (ie I look for long opportunities (GARP) and swing trade while following the major trend. Sometimes use options to gain leverage or safety.)
Trading Frequency - Yearly, monthly, weekly and daily. Differing strategies and time horizons for different stocks and situations.
I am a part time options trader specializing in swing trading equity options. I focuses on structuring trades to exploit quantitative models and technical analysis while taking maximum (not minimizing) risk and target 100% return on each trade. I has been consistently profitable in both bullish and bearish environments.
I earned a B.S. degree in Mechanical Engineering from Kansas State University. I also active as a Real Estate Broker in State of California.
Trading option is my passion. I love to read about stock and options trading. I also like to watching action movie or listen to soft music to relax.
An individual who has advised families the last thirty years, FAMCO started as a lawyer representing regional commercial bank and trust companies back when they still existed, then investment partnerships back when they were still profitable, and more recently with large multi-national money center banks back before TARP.
FAMCO's prominent theme is that the current financial intermediaries, (commercial banks, insurance companies and investment banks) have concerned themselves so much with the pursuit of scale, that they offer advice which does not benefit or suit their clients. In the case of all three financial intermediary entities, we have seen the disasterous outcomes in no uncertain terms caused by the gradual disconnect between the mega firm and its family clients.
The commercial banks switch to fee-based models the last 15 years has brought forth a new generation of bankers who are completely unskilled in credit analysis and risk management, as we have seen quite clearly the last three years. The number of investment firms that now depend mostly upon trading profits from their large instituitional clients is unequivovally pitting the needs of those large insitutional clients against the family office and individual client.
Finally, insurance underwriters have become fixated on the origination fees of their products, rather than the viability of the products themselves. That fact that a derivative is only as good as its counterparty's credit worthiness should never have been an issue, but in fact became the dominant theme of the 2008- 2009 meltdown.
Today's family cannot not rely upon the advise of the large financial intermediaries. The conflicts have expanded, the quality of the judgment has diminished and there are simply not enough common goals and mutual interests betweeen the corporate culture and its individual clients for the objectivite counsel to fulfill the fiduciary obligations required from a trusted advisor.
I am studying for the CFA and have experience working with a team of analysts. I paid off my student loan whilst at university by playing poker although I am now fully retired. I invested the remainder of the funds.
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I am a deep value investor looking for stocks trading at a significant discount. I also look for egregiously overvalued stocks with a view to short them. I believe in combination of long and short positions in this volatile market. I have been investing in stocks/options in the last 23 years. I like to focus on analyzing stocks whose business I can understand either because the business is simple or I can relate the business to my work experience.