Tim Worstall is a wholesaler of rare earth metals and one of the global experts in the metal scandium. He is also a Fellow at the Adam Smith Inst in London and an writer for a number of media outlets, including The Times (London), Telegraph, The Register and even, very occasionally indeed, for the WSJ.
Interested in conventional large-cap and mid-cap dividend stocks, precious and industrial metals, rare earths, military/defense industry, agricultural commodities, water utilities, biotechnology/pharmaceutical industries, as well as indexed passive mutual funds and the occasional below-the-radar micro-cap stock with the potential to move rapidly within it's specialized field. Other interests include world history, chess, bridge, British football, and hiking in National Parks. Education MSEE, worked throughout defense and microwave electronics industries.
Long these diamond-in-the-rough stocks (high-risk, grossly undervalued, long-term bullish holdings) - TMRC, NVEC.
Long these conventional stocks (dividend holdings) - T, VZ, CTL, GILD, PFE, MRK, GE, UTX, LMT, NOC, BA, HON, CMI, UPS, UNP, TRN, WFC, V, VIRT, NYCB, NEM, HL, AA, PG, WMT, LVS, PCG, AWK, CWCO, XOM, CVX, SLB, VLO, MSFT, and AAPL.
Long these conventional mutual funds (core holdings) - MINDX, FBIOX, FUSVX.
I am a long time buy-and-hold investor from Cleveland, Ohio, with approximately 6 years investing experience.
I primarily target Value stocks, but on occasion am open to "growth at a reasonable price."
Ideally I prefer to invest in Mid-Cap stocks over large-cap or small-cap.
I believe the two best sectors to invest in during the next two decades will be Health Care for growth and Financials for value.
I tend to ignore the opinions of hedge-fund managers or so-called "experts"....rather, my investment philosophy values the opinion of simple minds that come from humble backgrounds.
I am always on a look-out for secular trends; I look for companies that benefit from aging baby boomers, rising interest rates, organic eating, and increased adoption of electronic payment systems.
I tend to pay more attention to a company's qualitative aspects rather than quantitative.
My top 10 stock holdings:
1. PayPal (PYPL)
2. Opko Health (OPK)
3. Berkshire Hathaway (BRK.B)
4. Markel Corp (MKL)
5. Canadian National Railway (CNI)
6. U.S. Bancorp (USB)
7. Visa (V)
8. Wells Fargo (WFC)
9. CVS Health Corp (CVS)
10. WhiteWave Foods (WWAV)