I am an investor who has a passion for discovering and investing in the compelling and breakthrough companies of our time. I share my humble (and often times not so humble) opinions to help others to ask their own questions as they conduct their own due diligence. Disclaimer: Articles provide opinions and information, but do not contain recommendations or personal investment advice to any specific person for any particular purpose. Do your own research and/or obtain suitable personal advice from an investment professional.
Individual investor with particular interest in any company that is on the cusp of change--for the better. These companies will have at least several attributes in common: They are underfollowed; underappreciated; have a clear, stated strategy for driving profits; management and BOD are perfectly aligned with common shareholders; management team and BOD with a track record of rewarding shareholders; and have near-term catalysts that will have meaningful impact on the business. Simple, right?
A swing trader by nature, I stick mainly to the big boards stocks under $5. I consider myself still somewhat of a "growing" trader as I have only been actively trading since 2006. The hardest part to overcome has been learning what kind of trader I can be and sticking to that style. I look for certain traits in a stock that could be holding it back and evaluating the risk for a short swing to long term hold. I enjoy helping others in researching a stock they may be looking into and offering ideas of what they may want to look into further. With over 8,000 stocks to choose from there are plenty of fish out there. My analysis is a very basic overview of fundamentals prompted by my interest of how the technical side looks. My picks and my analysis are of my own research and should not be used as investment advice.
Finished CFA level 1 & CAIA level 1 in a breeze. Looking forward to CAIA level 2 and CFA level 2. Made top 1% on the Bloomberg BAT, but was a black sheep at my mediocre college, and I was foolish to let it affect me. (non-traditional student)
Hope to write some quality articles in the coming year.
I was playing with fire my first year in the market, using a lot of call options. It was easy to make 50+% gain in 1st yr, summer '13 to summer '14 (thank you bull mkt). This past half year has been a little rough; I wish I had acted more decisively on material information about the energy market and the movement of the Ruble ($YNDX is a favorite).
I remember announcing the probably course of events to family the morning after OPEC's Thanksgiving's Day announcements, and I regrettably decided to wait it through b/c our professors chided us to take a buy and hold approach, and b/c I had bought some quality energy names at very fair prices in October. In retrospect, I realize the importance of optionality or in a sense, degrees of freedom.
In this case, I realize I am too committed to a base scenario (energy stocks recovering in the next year) that has too much opportunity cost. If the price adjustment cycle lasts longer than the expected scenario, then I will be unhappy with the opportunities lost. An equal weight short position would have been an ideal temporary maneuver, expressing my short-term thesis, while not causing commitment angst in the present, hoping for the long-term adjustment to blow over.
I was entrusted with a fresh 100K family capital this past summer, and I plan to be more prudent and thorough (obviously with minimal leverage or derivatives). This market is a little dangerous with high debt loads in China, somewhat high valuation levels (horrible Schiller CAPE ratio, but not sure if that matters as much), and jitters over rate hike, Ukraine, terrorism, epidemics, difficulty of private sector adjusting to Obamacare, and possible fiscal & monetary stimulus tapering.
I think low energy prices is a great stimulus, but the possibilities of a perfect storm with semi-hard landing in China or Europe, a serious violent flare-up with Russia or the Terror War, and disease outbreak could somehow happen at just the wrong time (perhaps, right after a rate hike).
I've read a fair amount of Buffett. But I love the tech industry mostly. To humor Buffett (a tech dinosaur), I bought a tiny bit of IBM. It has been working hard to transform its whole business, and actually has some top-notch talent and product portfolios with a fairly conservative valuation. The market is probably right that is a long-shot that IBM will grow significantly again, despite its immense technology assets and partnerships. Recent comment: feel lucky to have exited IBM at a small gain; mulling a re-entry and annoyed that I missed the recent Google explosion. Google is solidifying its reach and ecosystem, but at steep multiples.
I've been away from investing for much of the past half year (now dec'15), partly because I was getting cyberattacks on my twitter account, my computer, and broker connection was being intercepted, which made me very uncomfortable. My car also very suddenly needed an engine replacement that same week, despite a thorough check-up a month prior. I'm having a hard time moving forward, after severe blacklisting after-effects, (too long & weird to discuss).
CAIA & CFA level 1s were super-easy even though I was underprepared. I look forward to embracing the challenge. I will end up working in Europe or abroad, if I have to. Lucky to get tons of invites from Bloomberg recruitment due to top notch scores, but haven't really applied b/c of crummy school issues. Plan to work on Wall Street Prep & hopefully some SA articles.
Dreamjob: working for a hedge fund focussing in equities, preferably with a multicultural bunch (I'm half european / half asian american)
Long-term dream job: top-notch hedge fund manager
My favorite time horizon: 3mo to 18mo, b/c best chance of having a direct connect with news & analysis. market moves too fast to be primarily buy & hold, albeit such a mid-term outlook forfeits the benefit of effective interest-free loan in the the form of deferred taxes (as Buffett makes use of) as well as benefit of a capital gains rate, but on the other hand, a mid-term outlook maximizes flexibility. I'm trying to stay more grounded in fundamentals, flesh out the invest case for a quite a handful of stocks, and balancing risks in wide portfolio. Plan to explore ETF's more.
I am an individual investor in a quest to minimize portfolio rotation.
I am agnostic in terms of growth vs value, but lacking the time, the resources and (most importantly) the brains, I tend to look more among the latter set of opportunities.
I am professionally versed in the European upstream O&G arena, but skeptic on its future (and optimist about the clean-tech momentum of California).
One could argue I should have an edge in European stocks: I am from Spain and based in the UK, but like Buffett says, it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. So my portfolio is OW US and UW Europe.
N.B. If some of my comments are overly cynic, don't be offended, just an invitation to look after your $ more carefully.
I'm a school librarian but most recently developed an interest in business and stocks. With the Canadian governments introduction of TFSA's, I thought it was time to begin a new type of homework. Just wished it all happened sooner.
Textile Engineer, (PCT+S 1978)
President of L. W. Packard,
Manager of Minus33 a 100% Wool base layer company.
Have brewing experience with a 3bbl brewery that my son owns
Operate three commercial sized greenhouses,
Hunt, Fish, Part time investor. Love to gamble but really love to make money. At 58 I have a nice retirement in place and have set aside some fun money to play with buying stocks.
In a nut shell I am not necessarily some one you want to follow.