Seeking Alpha

hat_trick3

hat_trick3
Send Message
ABOUT
A former financial advisor. I manage several family portfolios and trusts with a tilt toward defensive value-oriented NYSE companies.

Holding periods depend mainly on valuation, typically multi-year, some multi-decade.

As income and value oriented investors, we generally avoid Nasdaq and AMEX listed companies as well as technology names which I feel are near impossible to handicap.

Attempting to identify absolute and relative values through stock screens, the neglected, and non-permanent distressed situations- including blue chips sitting at, or near 52 week lows is my focus. I especially like to handicap blue chips in the cross hairs of a media storm, e.g Halliburton, Carnival, BP etc.
...More
SNAPSHOT
  • Description: Full-time Investor. Trading frequency: Monthly
  • Interests: Bonds, Cash Investments, Closed End Funds, Developed International Markets, Dividend stock ideas & income, Stocks - long
COMPANY
Currently, there is no company profile for hat_trick3.
Blog
Currently, there are no blog details for hat_trick3.
BOOK
Currently, there are no book details for hat_trick3.
LATEST STOCKTALK more »
I like Davide Campari CPR.MI Apr 28, 2014