I have been Investing my personal portfolio since 2006. I primarily buy and own deep value stocks off the beaten path. I particularly like stock buybacks and dividend payers. I also own and enjoy following low cost index ETFs. Most all of them from Vanguard. I Graduated in 2001 with a Bachelor of Science in Business Management. I graduated with an MBA Spring 2014. Professionally - I am Vice President of Marketing for a small technology/service company where I have been for the past 10 years. Develop into a lifelong self-learner through voracious reading; cultivate curiosity and strive to become a little wiser every day. - Charlie Munger
• Undervalued, low-cap stocks with imminent catalysts
• Undervalued, low-growth, low-cap stocks
Next to that: any under-priced stocks with good technical charts.
I often allocate big.
I try to minimize gambling on commodity, economic, and market cycles. I've learned that false prophecies of imminent doom have always been around but rarely come to pass; I believe in Peter Lynch's "big picture" optimism.
That said, I sometimes trade technically when something seems oversold or overbought.
Currently the President & CEO of a publicly traded startup in the temporary staffing industry, specifically what we call the "On-Demand" sector. I have been in the staffing industry for approx 14 years. I started out as an Account Executive for the largest on-demand provider in the country and have been in the staffing industry ever since.
Enjoy spending time with my wife and 3 beautiful children when Im not working. Doesn't have to be anything fancy, a day at the movies or at the park works just fine for me.
Bishop Research & Analytics delivers comprehensive investment analysis on small and mid-cap companies, equity research, market trends, and valuation models. Our professional research provides investment managers with in-depth insights, detailed research, and timely market intelligence to outperform the benchmark indices and gain the advantage of leading the markets.
Portfolio in Order of Position SIze:
Long Positions:BAC-WTA, FAIRX, FOCIX, AVGR.IL, KHOLY, NFSHF, MFBP
Short Positions: STPFQ (Long Put)
Potential Longs: BAC,
Potential Shorts: HLF,
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.