Retired from SLB after 44 years in Seismic Data Processing and some Data Collection field work. Investing focus on
1) energy related companies related to Bakken, Permian Basin, Eagle Ford and Niobrara.
2) also undervalued dividend and safe growth stocks
I am a financial advisor and wealth manager with 21 years of experience in helping clients grow and protect wealth. Most of my clients are in the accumulation phase. I specialize in working with employees of Microsoft, Boeing, Amazon, and Expedia. Starting with a basic financial plan, I help clients build customized portfolios geared toward growth emphasizing a tactical approach. I typically help those that don't have the time, inclination, or expertise to design and manage a tactical portfolio correctly.
I've worked for a major wall street firm since the early 80s. I'm a portfolio manager with $50 million under management. I manage an unrestricted equity fund focused on growth opportunities, an equity income fund focused on income growth, and two asset allocation models. My buy list is determined by relative strength, earnings quality, and relative valuation. I like to buy in the sweet spot when all three align.
A Canadian in China, living here for the last 12 years and travelling to China for the last 30 years. I own and manage a medical device manufacturing company in Shanghai. My investment interest is long term capital appreciation.