Steven Bulwa is an investment analyst with a focus on new developments in science, technology and medicine and the companies poised to benefit. He has contributed to TheStreet.com, Realmoney.com and SeekingAlpha.com, BusinessInsider.com, Mediaite.com and HuffingtonPost.com among others. Steven has actively followed developments in technology for over 20 years, working with a scientific advisory board to validate potential investments. Early in his career, as a musician and recording engineer, Steven recognized the importance of the shift from analog to digital recording. This inspired his first stock investment in a company providing hardware and software solutions to television news providers converting to a digital video environment. The success of this investment inspired Steven to continue to delve into yet-to-be recognized investment opportunities in technology. While writing for thestreet.com in 2006, Steven was one of the first analysts to identify the explosive investment opportunity of 3D Printing. At the time he wrote articles about Stratasys(SSYS) and 3D Systems(DDD). Steven's picks like Nuvasive(NUVA) were also featured on Jim Cramer's Mad Money on CNBC. He has also acted as a consultant to companies looking to acquire new technologies including nanotechnology. A practical investor, Steven also called the demise of the housing and mortgage markets after listening to one of Ben Bernanke’s early testimonies while simultaneously learning of Bank of America’s efforts to proactively renegotiate troubled home loans. In our capitalist economy, companies only renegotiate out of desperation, trouble was obviously coming! Technology now evolves so rapidly that there are always great new technology companies with tremendous growth potential to invest in. Big cap tech's strongest growth is past, Steve wants to help you invest in tomorrow’s Apple,Google, or Microsoft.
Now retired after forty years in financial services: a) analyzing corporate, bank, and sovereign risk, b) predicting bankruptcies and conducting commercial workouts, restructurings, and dissolutions, c) financing grain, soft commodities, oil, and the precious metal trade internationally, d) overseeing interbank finance and arbitrage, e) modeling and assessing the productivity of financial business units, f) directing aspects of M&A due diligence and post-acquisition integrations, g) serving as CIO of a major full-service broker-dealer, h) consulting including as interim management to global banks, investment advisors, trust companies, and alternative investment / hedge funds, and i) acting as managing general partner of a family farm. An MBA, educated in economics, who held various securities industry licenses (now expired). A donor and volunteer now focused on helping motivated, first-in-family, degree and certificate bound kids, achieve their education. Before investing, always consult with a competent investment advisor; if you don't have one, find one. (All my proceeds from Seeking Alpha go to Interfaith Outreach to support their food shelves and other programs.)
My primary investment methodology involves screening for micro-cap/small companies with both a solid balance sheet and an attractive valuation, then researching for internal or external catalysts that will likely have a positive influence on future earnings or facilitate a successful 'turn-around'. Internal catalysts would include replacement of a CEO (often a founder), an innovative new product, or a complementary acquisition. An external catalyst would take the form of an underappreciated yet robust positive change or trend in the company's business environment. Look especially for a confluence of positive factors. A degree of inferential reasoning is required, I believe, for judging the potential value of a given catalyst in the context of each individual company's circumstance. My conservative risk/reward criteria for stock selection--seeking the combination of substantial upside potential with minimum downside risk--can well be described by the phrase 'heads I win, tails I don't stand to lose much.' Satisfied to hold cash until I find the uncommon opportunity of strong earnings growth potential in combination with low stock valuation. Must be a compelling enough opportunity to justify accumulating a meaningful position. Invest with an expected minimum hold period of two years and a projected hold of 3-5+ years. Target capital gains potential of 20-25% compounded annually in exchange for the risk of investing in small companies. Current micro-cap holdings: TAYD, DRAD, SPAR, KTEC, HSON.
Secondarily, I'm just beginning to build a bond-equivalent portfolio of large-cap dividend stocks. Quite a challenging process, in my view, given that the growing popularity of DGI--in a predictable consequence of ZIRP--has driven up valuations excessively for the most sought-after names. Future 'flash crash' days or periods of market capitulation will likely provide the best opportunities.
Biophile6 is an award winning small business person, chemist, biochemist, and microbiologist (Emory - Ph.D.; Harvard - Post Doc) with professional interest in clinical informatics, small business management, biotech valuation,and drug development. A former prep school chemistry instructor and cross country runner/skier, his professional goal is to organize the complex disciplines of drug compound identification and target validation, especially as regards bacterial and viral pathogens, for the purposes of clinical infection control, microbial pathogen surveillance, diagnostics, and vaccine development. Side interests include small business management, biofuels, metabolic pathway design, natural products chemistry, thorium nuclear, material coatings, metals and mining. He designs informatics algorithms, with an eye to devise new principles upon which to order research information meaningfully.
These same principles of the evolution of life can drive the evolution of companies.