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Gareth Hatch is a Founding Principal of Technology Metals Research, LLC. He is interested in helping people to understand the challenges associated with the growing demand for rare-earth elements [REEs] and other critical and strategic materials, and how those challenges affect market sectors throughout the entire technology supply chain. Gareth is also a co-founder of Innovation Metals Corp, a private Canadian company that has developed the low-cost RapidSX process for the separation and purification of critical metals. He is based in the suburbs of Manchester, UK.
For several years Gareth was Director of Technology at Dexter Magnetic Technologies, where he led a team focused on the design & application of innovative magnetic devices and systems, in order to solve real engineering problems in the aerospace, defense, medical, data storage, oil & gas, renewables and industrial sectors. He holds five US patents on a variety of magnetic devices.
A two-time graduate of the University of Birmingham in the UK, Gareth has a B.Eng. (Hons) in Materials Science & Technology and a Ph.D. in Metallurgy & Materials, focused on rare-earth permanent-magnet materials. He is a Fellow of the Institute of Materials, Minerals & Mining, a Fellow of the Institution of Engineering & Technology, a Chartered Engineer and a Senior Member of the IEEE. Gareth is Newsletter Editor of the IEEE Magnetics Society. He is Founder of the Magnetism & Electromagnetics Interest Group and Strategic Materials Network, both at Linkedin.com, and is a member of the Strategic Materials Advisory Council. Email: ghatch-(at)-techmetalsresearch.com [replace the -(at)- with @].
Jack Lifton is an Independent consultant and commentator, focusing on the market fundamentals and future end use trends of the rare metals. He specializes in the sourcing of nonferrous strategic metals and on due diligence studies of businesses in that space. His work includes exploration, mining, refining and the recovery of metal values by the recycling of not only metals and their alloys but also of metal-based chemicals used as raw materials for component manufacturing.
Mr. Lifton has more than 50 years of experience in the global OEM automotive, heavy equipment, electrical and electronic, mining, smelting, and refining industries. His background includes the sourcing, manufacturing, and sales of platinum group metal products, rare earth compounds, and ceramic specialties used to make catalytic converters, oxygen sensors, batteries, and fuel cells. He is knowledgeable in locating and analyzing new and recycled supplies of 'minor metals' including tellurium, selenium, indium, gallium, silicon, germanium, molybdenum, tungsten, manganese, chromium, and the rare earth metals.
Today he primarily consults to institutional investors doing due diligence on metals related opportunities and to natural resource ventures on technologies and markets.
Jack wrote a weekly column on minor metals for Resource Investor for three years until December 2008, during which he authored more than 125 original articles. He is also speaks on minor metals fundamentals and end-uses at private, public, and professional meetings.
Since 2007 he has made presentations at conferences, seminars, and workshops all over the world more than 50 times.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
I am mostly a value investor in individual stocks. Mostly in great North American companies. I reinvest dividends. I try to hold forever. Sometimes I invest in small to mid cap companies with solid cash flow, balance sheets, and compelling price ratios.
I will occasionally chase quality growth. Higher PEs, but with a justified growth rate. I however disdain companies that don't make a profit.
That said, yes, I use even smaller money to engage in deep risk. I'll play the greater fool theory. I'll ride speculative hype and hope to have a faster finger. Here I do my best to time the irrationality of the herd and the pump and dump collusion of smart money interests.
I dollar cost average into index funds. When I have no alternative, such as with 401k plans. But when possible, I convert to a self managed IRAs. I prefer to do it myself, avoiding fees and the inefficiencies of indices.
I keep an eye on important macroeconomic metrics. The S&P500 PE. The tmc:gnp ratio. Distributions of income & wealth. Employment. Any systemic risk.
Stocks: AA. AAPL. AWK. BAC. CBI. CNI. CSCO. DEO. DNOW. DOW. DVN. FB. FSLR. GLW. IBB. IBM. INTC. JNJ. KO. MRO. MSFT. MT. NOV. RDS-B. V. WFC. XOM.
REITs: SBRA. STWD.
Funds: VWELX. VMMXX. FTAWX. T Rowe Price Blue Chip Growth Trust t2.
Annuity Funds: Deutsche Equity 500 Index VIP B.
I work in hi-tech. I am essentially a software engineer. I work in silicon valley & often enough on wall street. I am a former US Army officer, where ironically I was introduced to more formal investing.
I'm always seeking alpha. I'm open to collaborating in identifying good investing opportunities. I'm always learning and welcome criticism.
Please note that the article that you are reading here was originally written on my blog and is republished in Seeking Alpha and other forums. Consequently, I neither track nor respond to comments here. I am sorry! ================ Editors' Note: Seeking Alpha monitors Dr. Damodaran blog and posts relevant articles on his behalf.