MWinMD

(Note: In case it matters to anyone, I'm not a physician. I live in Maryland. This has caused confusion on some threads.)

Profile picture is the NASA GISS Global Surface Temperature Index, 1880-2012. If this were the DJIA, we'd call it a bull market. Instead, it's a disaster in the making. Do you have kids?

I invest for total return, through a combination of small-cap value stocks (typically held for months to a year), a core position of dividend stocks, a small selection of growths and a limited number of ETFs.

My favorite "pet growth stock" (doesn't everyone have one of these?), since August 2011 has been Generac Holdings (GNRC), makers of home standby generators. Thesis in brief: ...More take a crumbling electric grid, mix in ever-increasing energy demand, add an uptick in violent storms predicted by climate change and sprinkle with solar flares during the 2012-13 peak in the 11-year-cycle, and you have the recipe for big sales of a product which is relatively new to most homeowners. (I'm currently looking at one for my house here in Maryland.) They recently handed out a 25% special dividend, and within a day the stock recovered two-thirds of the market cap lost to the dividend distribution, thanks to a derecho storm outage here in the DC area. I think this stock could triple in the next year.

I have a diverse background in engineering, neuroscience research, statistical analysis, and software development.