CFA charterholder. Director of Equity Research for East Daley Capital Management in Denver, Colorado. Undergrad in Biology and minor in Chemistry at Iowa State University. Master's degree in International Finance from the University of Denver. I research bonds, equities for my personal portfolio and manage money for my family. I am a long term value investor that looks for quality companies with consistent earnings, low debt levels, high return on equity, and long term favorable prospects.
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I am both a short term trader and a long term investor involved in the Forex market and stocks.
Approximately 70% of my portfolio is on long term investment vehicles like stocks, while the remaining 30% is in Forex, CFDs and Binary Options, 10% each.
As such am both long/short equity in most cases, but my disclosures are usually based on the long-term holdings.
Therefore, sometimes when I say I have no position held in a particular stock, that does not mean that I won't be trading it via CFDs if available within the next few days.