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Invest. Manage risk. Communicate. Educate yourself. Make profits. .
My name is Todd Johnson. I’m a family man, sports fiend, health nut, technology buff, long-time stock investor, and a very lucky mountain climber, all of which has shaped my philosophy as a professional investor for the last 30 years. As my interests might suggest, I am always looking for the upside while striving to minimize risks.
My new passion, which I have realized through DividendLab.com project, is helping other investors learn more about investing; investing in stocks and other assets that are subject to wide price swings can actually enhance their returns when the right investment strategy is applied. To that end, I read company 10k and 10q statements so they can skip them. I compile and analyze the market research that isn’t always at their fingertips. And I don’t make any investment recommendation without committing my own funds first, which is the purest form of accountability.
I am a chemist by trade and an Austrian Economist by study and love discussing the capital markets and take a qualitative approach to global monetary trends and a technical, quantitative approach to trading. My current focus is on emerging markets of Southeast Asia as well as gold and strategic commodities.
Feel free to find me on:
I have retired from a 35 years career in the semiconductor industry. I now have the time to do the deep research necessary for successful investing.
I freely provide investment information for friends and family.
I am a member of MENSA, which means precisely nothing except I wake up in the middle of the night doing pointless math problems in my head:)
Kapitall is the online finance platform for the next generation, where investing is as easy as drag, drop and trade. With an intuitive and playful user experience, Kapitall offers tools that make it easy to build virtual and real brokerage portfolios, share ideas and research stocks and funds.
Editor for The Biotech Forum, the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade.
Please go to biotechforumsa.com for more on the Biotech Forum service available through SeekingAlpha. For Free Investment Reports on a variety of topics go to bretjenseninvests.com
Ashraf Eassa is a technology specialist with The Motley Fool. He writes mostly about technology stocks, but is especially interested in anything related to chips -- the semiconductor kind, that is.
I only look at stocks that have the possibility to double over a twelve month period and stocks in which the risk/reward ratio payout is high. In addition I focus on swing trade opportunities.
I focus more on valuations and risk/reward metrics as opposed to what make companies tick.
I have been a professional investor for over 20 years and during the past several years an economics analyst and financial writer for capital.gr, the biggest economic news portal in Greece.
I have managed money from time to time and have also done some seed venture capital projects in the past.
Efsinvestment.com website offers simple do-it-yourself type of investment ideas. You can download excel files that can easily calculate the Fair Value of a stock, along with O-Metrix score and Margin of Safety.
Investment philosophy is to first determine the maximum loss, and invest accordingly. Like many value investors, we prefer to invest in stocks with the highest dividend yields, and highest EPS growth potentials. Telecommunication and energy stocks in emerging markets are among the favorites.
Seeking Alpha offers a great opportunity to become a part of a strong finance network. Based on extensive quantitative analysis, in any market, going short is risky. Statistical analysis shows that technical indicators work only if they are strong enough to convince the majority of the investors. Do not buy a stock at the top, do not sell a stock at the dip.
David White is a software/firmware/marketing professional and a long time investor. He has worked in the networking field, the semiconductor equipment field, the mainframe computer field, and the pharmaceutical/scientific instrumentation field. He has bachelor's degrees in bioresource sciences and biochemistry from U.C. Berkeley. He is a former Ph.D. student in biochemistry. He has done significant graduate work in EECS and business at Stanford (through SITN) and UC Santa Cruz. He was awarded a Certificate in Advanced Software Systems (about 1/3 of an MS in EECS) by the Stanford Computer Science Department. He also took most of Stanford's undergraduate Computer Science curriculum.
A central focus on quantifying innovation in a micro model, Paul has over a decade of experience in the markets, specializing in identifying value propositions within high growth situations.
Private Investor - Actively manage my investment and retirement accounts.
Trading Methodology - Always looking to hit home runs while slashing singles and stealing bases. (ie I look for long opportunities (GARP) and swing trade while following the major trend. Sometimes use options to gain leverage or safety.)
Trading Frequency - Yearly, monthly, weekly and daily. Differing strategies and time horizons for different stocks and situations.
The Pendulum blog is an ongoing discussion of portfolio positions, investment ideas and market trends. As an investor I try to use my independence, flexibility and speed to my advantage.
I write three types of articles: (i) stock-specific articles, (ii) analysis of earnings estimates and (iii) overviews of the market that examine different asset classes. I hope you find them interesting and feel free to comment on the articles; I like the feedback. Thanks for reading!
I started thinking about stock prices in terms of a pendulum after reading Howard Marks' investor letters. Marks is the most perceptive investor about the role of investor psychology in the stock market and industry cycles. I always try to incorporate "pendulum thinking" in my analysis, meaning that it is important to think about the intrinsic value of a company as well as how investor psychology is going to drive the stock price to overshoot and undershoot that value.
I am a generalist. I am not an expert in any one sector or asset class. I have found that there is value in listening to generalists as well as experts, but it is important to be able to distinguish between the two. As a generalist, I try to add value by thinking about the relationships between things and comparing various parts of the market. Generalists can be helpful in avoiding tunnel vision and, hopefully, adding some common sense.
I like to establish a long term outlook for a company and then invest using shorter timeframes. I may be bullish on a stock and still sell it if I think it went up too much or if have concerns about the overall market. I don't mind moving to the sidelines and getting back in at a later point and I sometimes prefer to sell before earnings to reduce risk. I may invest in the opposite direction of my long term view if I think the market over-reacted one way or another. I like to hold positions for the long term, but I use stops to cut my losses. There is a difference between a good company and a good stock. Everybody has a different investing style, experience, tax status, risk tolerance, comfort range, etc., so please note that nothing that I write should be used as investment advice.
Disclaimer: The opinions expressed here should not be construed as investment advice. This is not tailored to specific investment objectives. Reliance on this information for the purpose of buying the securities to which this information relates may expose a person to significant risk. The information contained in this article is not intended to make any offer, inducement, invitation or commitment to purchase, subscribe to, provide or sell any securities, service or product or to provide any recommendations on which one should rely for financial, securities, investment or other advice or to take any decision. Readers are encouraged to seek individual advice from their personal, financial, legal and other advisers before making any investment or financial decisions or purchasing any financial, securities or investment related service or product.
Information provided, whether charts or any other statements regarding market, real estate or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this article should be interpreted to state or imply that past results are an indication of future performance.
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I manage my own portfolio of stocks and real estate.
I only buy what I know and I am either in a stock or not, i do not short.
Investing Infuences - Peter Lynch, Warren Buffet, and Rich Dad Poor Dad