I am an individual investor managing my retirement funds and investment funds of other high net worth individuals from Queenstown, New Zealand. I recently retired from a merchant bank in New York, where I ran a macro proprietary trading portfolio for 10 years. I achieved a compound 30% return p.a. compounded with no down years. We split our capital about equally across investment opportunities in equities, fixed income, commodities and currencies. In essence I am looking for global investment themes that offer significant value, and I enter trades when the market gives enough evidence of a change in trend. I am a long term investor who generally looks to invest in themes and hold them for at least 12 months.
Charterred Accountant in Canada
Was a professional in the investment business in Canada in corporate finance, as a security analyst, as a stockbroker, founded a short term, technical analysis based trading fund and ran it for 5 years, retired in 1994.
Played golf until arthritis ended my ability to play
In 2011 resumed my trading system, is now a work in progress.
Am presently trading ETF's, stocks and options, go long, short and hedge
Ex airline pilot who now trades full-time. Interested in the Psychology of the Market and the underlying forces that move it. I have no faith in Forecast's and Analyst's but will follow what the market is telling me where it wants to go.
Dan Remy, MBA, is the owner of Remax Financial Services engaged in Business Valuation and Financial Consulting to corporations and high net worth enterpreneurs and investors. He is a former Edward Jones Investment Executive, retired IBM corporate executive for business development, and a former Professor of Economics and Finance at N.Y.I.T., Long Island, NY.
Mr. Remy was the M&A Executive at Volkswagen AG in the acquisition of eight companies to bolster sagging car sales in the mid 1970s. At IBM, he led the startup of the Optical Storage business and was instrumental in the startup and marketing strategy for IBM Global Services shifting IBM market strategy from hardware/software to client services and business consulting. Subsequently, he held Senior Principal Consultant positions at AT&T and Cisco Systems in business analysis and development.
Remax Financial maintains several investment portfolios that are Value and Dividend/Yield driven and optimized for vacillitudes and uncertainty in the current global economics and financial markets. The range of investment vehicles include: MLPs, Investment Trusts (energy+ all sectors), Preferred and common stock, Convertible Stocks/Bonds, ETFs, Corporate and Treasury Bonds, and Hard Asset holdings, The objective is to generate a steady dividend and yield income stream above 10 percent per annum using high Value investments with: low debt; free cash flow; low P/B P/S,and PEG; and, sustained ROE/ROA.
I am a young investor seeking to understand intermarket forces. Being born in an era where information and opinions run rampant (often with no factual basis at all), I seek to learn from the mistakes of the past and learn how to identify what the market is saying.
Born in 1947, to parents who were in POW camp in Germany. Came to the United States with nothing in 1950. Through education and hard wok, managed to make it to an MBA and CPA.
This is a wonderful country. My values have not changed much over my lifetime. I continue to be optimistic for myself, family and country.
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FROM INSIDE SILICON VALLEY: Sorting the truth or likely truth from the noise is a key attribute of the successful investor. My commentary is a distillation of some of this effort relative to particular stocks and investment areas. My publishing at this point in time is limited to the blogsphere, Stocktwits as a Tweeter (@RobertinGatos), and Seeking Alpha posts as both an author (one article and trying to find time for more) and frequent commentator. I have no doubt that this truth seeking effort has been a great aid in my own efforts to be a successful high tech stock investor, which now goes back over 30 years.
Professionally, I was an Engineering Manager in two pioneering Silicon Valley high technology companies, Intel and Fairchild Semiconductor. Some will recall that Fairchild was formed by the group that William Shockley, co-inventor of the transistor of Bell Labs fame. had brought together at Shockley Labs to commercialize this device. I joined Fairchild Semiconductor R&D Labs in Palo Alto in 1973. It was at the time affectionately called "Fairchild Tech" due to its propensity to create spinoffs including National Semiconductor, AMD and Intel.
I joined Intel in in 1977 as Manager of their Analytical Lab start up and retired from Intel's senior management ranks in 1998. I joined a startup called Metara as a BOD member and ultimately as VP and Chief Technology Officer. I facilitated the generation of 17 automated mass spectrometry patents and became an expert on analytical technology patents as a result. I retired a second time in 2006 due to the fact that Metara ran out of capital before the first product was fully debugged. Venture caps can be fickle people.
Through out this time, I was surrounded by high tech business activity including management and ultimately startup financing. I stayed familiar with the high tech business press throughout this time and attended relevant Silicon Valley events including many Valley technology investment conferences and shareholder meetings beginning well before the Santa Clara Valley area was called Silicon Valley.
My start as a high tech investor occurred in 1981 when my first Intel stock options became exercisable. I used margin to exercise, buy and hold my Intel stock while I added margin to buy companies like MSFT, CSCO, ORCL, JDSU, SUNW and QCOM from the 80's forward. Needless to say the returns were outstanding. I had the luck of being exposed to long term LEAP call investing by a follow Intel manager and used this technique as additional leverage for most of my tech investments since the very beginning.
I used to love to bet against Merrill Lynch'sTom Kurlak who was known as THE Intel analyst of the time. He would make a negative call on Intel that I knew was way off the mark and use this opportunity for entry into my next set of Intel LEAP calls. That taught me to take advantage of Wall Street whenever possible rather than be their victim.
My original investment specialty was tech stocks however I have expanded my expertise in many key sectors. I follow high tech trends and business activity on a daily basis. I have added Financials to this tracking in particular since the bad behavior of the Investment Banks and now regular Banks (derivatives and lending practices) has led to multiple ugly stock market crashes. Notable examples include the crash of 2008 and the 2000 dot.com bubble with more yet to come, at least in the absence of better regulation.
I am a firm believer in understanding the business model, the business fundamentals and competitive environment for any company that I invest in. I look for competent management and high performance financials that demonstrate a strong possibility of on-going earnings and revenue growth. I read CEO pronouncements with my competence and BS detector on high (for example Ballmer pegs both needles - I'll let you guess which end of the scales). Drilling into a company’s financial fundamentals is a downstream step. Excessive debt is a red flag even if it is for so called good reason -- it limits company margins and business options, and can be representative a poofly performing business segment a company is in. I avoid those kinds of businesses in spite of what may be labeled as strong positive cash flow. Debt leads to sluggish earnings growth and limits company flexibility. It can also lead to ugly surprises, stock dilution for example. Technology company stock buybacks leave me cold. If they cannot make more money by growing their own business with the money, they will flatline or worse.
When the opportunity permits, I try to be ready to buy good companies that I believe have been beaten up inappropriately or are under appreciated (the Tom Kurlak example). I also try to buy companies that I know and understand inside and out or work on getting to there if I invest. Fewer companies,
CKachi have been involved in the markets for over a decade. He takes an active role in researching, analyzing and always trying to be unbiased in his trades in equities, options and ETFs.
He is a strong advocate of extensive research, and analysis to come up with only a handful of trading ideas on the table.
The beauty of the markets is that there is always more to learn no matter your tenure. Yet, the single most important principle is the elimination of outside noise and seeking to make a plan and sticking to it all the way through.