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Stock investment appears to me more like art than science simply because what we are dealing with are nothing else but other human minds. It is this very fact that adds the majority of complexity to stock investment. Develop a thorough understanding of psychology and human nature is the first step towards success in one's investment.
Healthcare (developmental micro-cap biotech in particular) is what attracts me most. This is the sector that produces the most number of 100% gainers in any given year, and thus gives value investors the best opportunity to buy undervalued stocks that have yet to appreciate. In this particular sector, I believe 100% or more annualized return can be achieved if invest wisely (plus some luck of course). Personally, I only look at those stocks that have the potential to at least double over a twelve-month period while taking the least amount of risk.
Part of my investment philosophy is reflected in the following remarks,
re. general market
a) Mr. Market would not correct itself JUST for the purpose of correction.
b) "It truly is a market of stocks and not a stock market; therefore, the broad stock market has little to do with the performance of individuals stocks."
c) "Fear is the foe of the faddist but the friend of the fundamentalist."
d) "The stock market is filled with individuals who know the price of everything, but the value of nothing."
e) "Doing nothing is one of the most under-appreciated skills in investing."
f) "The desire for constant action irrespective of underlying conditions is responsible for many losses in Wall Street even among the professionals, who feel that they must take home some money everyday, as though they were working for regular wages."
g) "Risk is when you don't know what you are doing."
h) "It's not what you buy. It's how much you pay for it."
i) "A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty."
j) For true value investors, high return doesn't always come with high risk.
a) "Companies with management that engage in stock promotion mainly focused on its price per share often tend to fail in executing its core business initiatives."
re. healthcare in general
a) The beauty of stock market is in biotech; and the beauty of biotech is in nano cap.
b) "Surety in biotech, after all, is an illusion few of us can afford."
"Success in life comes when you simply refuse to give up, with goals so strong that obstacles, failure, and loss only act as motivation."
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Currently going for MBA in finance. Personally invest mainly in biotechs and all opinions are my own. Follow me @KeithStokes14 on twitter (I discuss trades and companies, mainly small-cap biotechs).
I am an individual investor who has been actively involved in the healthcare and biotechnology space for over 15 years. I hold a PhD in the biomedical sciences and have worked in both large pharmaceutical and small biotech companies. I make investments based on the fundamentals of a company and if I believe they have a superior technology or products compared to the competition. I'm an investor who believes patience pays off.
I am the President of TFST Publishing which is a Stock Advisory Service . We publish The Focused Stock Trader an online newsletter www.thefocusedstocktradercom
I have been a stock broker, investment banker, and CEO of 2 micro-cap companies ( see LinkedIn). At the present time I am focused on my newsletter which ended 2013 with 85 profitable trades out of 95 recommendations, for an annualized return of 265%. The Focused Stock Trader recommended the purchase of 49 stocks in 2013. The 49 stocks that were recommended had an average high 64% above The Focused Stock Trader’s recommendation price. The top ten trades all had a high at least 90% above The Focused Stock Trader’s recommendation price. OVERALL THE TOP TEN RECOMMENDATIONS HIGH PRICE HAD AN AVERAGE RETURN OF 170% ABOVE THE FOCUSED STOCK TRADER’S INITIAL RECOMMENDATION PRICE.
You can also follow us on Facebook @ Facebook.com/TheFocusedStockTrader Twiter and LinkedIn
Sharon di Stefano has spent 20 years as an analyst, beginning her career at Smith Barney, Harris Upham & Co. specializing in medical devices, pharmaceuticals, healthcare information technology, and biopharmacology. Ms. di Stefano had also served as Senior Venture Officer for the Edison Innovation Fund, implemented through the New Jersey Economic Development Authority that provided funding for early-stage life sciences companies. Industry experience includes laboratory research for Johns Hopkins Hospital and the Department of Defense.
Ms. di Stefano received a Masters of Science degree, in Business, from Johns Hopkins University in 1986, and a Bachelor of Arts from the University of Delaware in 1984 with a minor in biology.
Jim Van Meerten is an advisor to Marketocracy Capital Management and writes on financial subjects here and on Barchart Portfolio Blogs and Seeking Alpha. He earned a BS in Accounting and Business Administration from Berry College; a Juris Doctorate from the Woodrow Wilson School of Law; and attended post-baccalaureate and graduate courses in Business Administration, Quantitative Math, and Education at Florida Atlantic University, Georgia State University and University of North Carolina at Charlotte. In the past he has been an accountant, attorney, adjunct professor in Business Law, Accounting and Internal Auditing, financial advisor, supervisory principal, and compliance officer. He also passed the Georgia CPA Exam, the Certified Internal Auditor Exam, and the FINRA Series 7, 24 and 9/10 exams.He is presently also a contributor on MSN Top Stocks Blog, Motley Fool and is a member of the M100 on Marketocracy, an elete honor chosen by the editors of Marketocracy as being in the top 100 portfolio managers of over 100,000 portfoiios they review. He would enjoy hearing your comments at JimVanMeerten@gmail.com.
Over fifteen years of investing experience with both long and short-term objectives. Seeking Alpha can be a great space for intelligent and informed discussion, and a useful resource for investors. Generally consider myself a value investor and occasional trader. Preference for fundamental analysis then soft/empirical analysis both for short and long-term trading/investing. My background is in small business management, accounting, and finance.
Curis, Inc. (CRIS) - NasdaqGM rated best investment going forward in Biotech for the remainder of 2014 and certainly for 2015.
Past Results - Achillion Pharmaceuticals, Inc. (ACHN) was issued a best investment rating on April 14, 2014 and it's hoped that on June 16, 2014 that investors locked in profit near the highs. The high that day was $8.05. The best investment rating was issued from the $2.70's area.
Athersys, Inc. (ATHX) - NasdaqCM In 2013 ATHX in the $1.60's area was issued a best investment notice. Followed up with several articles pointing out its potential. It's hoped investors took profit over $4 in early 2014. Today ATHX and its MultiStem is of high risk with one "no efficacy" phase II trial in 2014 reporting. For this reason ATHX is a buy only under $1.60 again today. This will limit downside to some degree if MultiStem fails again to show efficacy in a second phase II trial.
Other past calls were CLDX, ACUR and ALNY.
Peter Geschek is a freelance writer, investor and the publisher of www.medfrontiers.com website. This is a site for medical innovation news and clinical trials news. Short, concise, important information about the latest is biotech and pharmaceuticals.
Wall Street Teacher (a pseudonym) worked on Wall Street for several years in the fixed income area and now teaches and writes on financial topics (primarily regulation and markets). Current interests include the psychology of financial markets, the origins of chemistry/physics, synthetic biology, human evolution,siege engines, antique prints, truffles, old cameras, debunking "short and distort" hit pieces, picking RJ Kirk's brain, Battlefield III (we all have our vices) and horology.
JDT investments is an investment group composed of three brothers named John, Joel, and Jacob Damerow. We look for new information, ask questions, and make informed trades based on our research. We deal primarily with small-cap stocks, and are fascinated with the biotech sector as a whole. We wish to present facts to others, and to inform individuals about new changes in the sector. We believe this area offers the greatest potential, if invested in wisely of course, and we strive to distribute that potential to our family, friends, and all of those who are eager to hear our opinions.Long Athersys.
I am a psychologist at the University of Massachusetts/Amherst. I am on our campus’s Institutional Review Board, which must conclude that proposed studies involving human subjects are conducted ethically and are designed well enough so that any risks involved are justified by the likely benefits obtained.
I teach about analytical reasoning, leadership skills, reconciling apparently incompatible positions, designing, implementing, and evaluating policies, and how to critically evaluate competing health claims based on the samples studied and methods of data collection and analysis used.
Most of my investments involve owning medical industry stocks.
Lares Capital, a long/short fund that specializes in small caps, option strategies, and low-liquidity equities. The fund invests in both domestic and foreign securities.
You can contact us at email@example.com.
Doug Eberhardt is a 30 year investment professional offering his analysis on 46 ETFs 5 days a week providing buy and sell recommendations. He is the author of the soon to be released book "Illusions of Wealth" that offers a fresh look on how investors can profit. He has written the book "Buy Gold and Silver Safely" and is a broker/dealer selling gold and silver coins and bars at 1% over wholesale cost to investors who are looking for "real wealth" diversification and protection from currency depreciation.
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I graduated from the University of Toronto with a BComm and am now working on developing a partnering business to help get the word out on disruptive investments. I want my research to provide timely and conclusive investment ideas that intend to deliver attractive yields to investors.
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I enjoy following and capitalizing on investing opportunities primarily in the tech and healthcare industry. Most of my free time is spent conducting research on small-to-mid cap equities using a combination of fundamental data analysis and technical studies to come to conclusive results. I manage some money that I invest according to the above technique to ripen my exposure to the financial world.
Previously, I spent some time working for a major commercial construction company where I was responsible for running the back office, occasionally overlooking data and logistics. Most of my time was spent in a financial controller capacity.
I write because I believe in sharing my findings and opinions with those interested so they may come to their own conclusions and in turn spark an intelligent and beneficial discussion.
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I am equity research analyst (buy-side) at a NYC based long short hedge fund. My focus is primarily on mid to large cap, however I have also done extensive research on emerging market companies and was one of the few fortunate ones that called out the Chinese reverse mergers.
GuruFundPicks.com offers top buy & sell picks based on the collective or Consensus Picks' of over 330 of our hand-picked top hedge & mutual fund managers, incl. 78 legendary or guru fund managers, 27 of the world's largest or mega funds, 165 sector-focused funds (in gold, biotech, tech, energy, consumer, finance & REITs), 59 billionaires, 54 new masters and 40 tiger, 52 shareholder activist and our Winners Circle Top 100 Performing Hedge Fund Managers (updated quarterly). We offer market-beating tools and services including Consensus Picks' DIY Tools, Top 20 Small-Cap and Top 30 All-Cap Long/Short Newsletters based on the Consensus Picks system, and Trade Alert Services for Self & Auto-Trading. All of our services have beaten market averages by wide margins. See our website GuruFundPicks.com for the latest performance numbers, or contact us at support@GuruFundPicks.com.
The two authors are co-managers of a family partnership long/short equity fund since 2001, that have a successful track record in trading primarily small-cap aggressive growth companies based on a fundamental valuation analysis of current news, including quarter reports, guidance, biotech clinical study results and other news. The junior partner is a self-taught private investor with a Business degree from the New York University's Leonard N. Stern School of Business and the senior partner has an MBA from the University of Virginia Darden School of Business, including prior MS & BS (Engg.) degrees, and with experience in business strategy consulting to large fortune 100 companies.
We are generally sector and market-cap agnostic, identifying opportunities using a 'stock picking' bottom-up, fundamentals-based, valuation-driven approach. However, we find most opportunities in the small-cap space, in technology & healthcare sectors, with some also found often in the consumer, energy & basic materials sectors.
Follow us on Seeking Alpha and Twitter (@GuruFundPicks), and connect with us on LinkedIn (http://www.linkedin.com/in/manishbabla)
I am currently employed as a biologist and most of my work is in applied sciences. I have been trading on and off for the past few years mostly looking at companies in the Bio Science field, pharmacology, and some IT.