Thirty five year veteran of the engineering world, with design experience primarily in hard infrastructure such as buildings, roadways, airports, water and sewer, power, and foundations. Currently employed as a project control engineer in the nuclear field, with primary emphasis on cost estimating. Whitewater kayaker and canoer, so risk management is nothing new.
Mr. A. Paul Gill has been the CEO of Lomiko Metals Inc. TSXV: LMR, OTC: LMRMF since June 2009 and CEO of Lomiko Technologies private) since 2014. Mr. Gill developed significant experience in the strategic development of resource companies such as Norsemont Mining,Inc. (Bought by HudBay Minerals for $ 512 million). He has held the positions of President, Chief Financial Officer, Corporate Secretary and Vice-President of Business Development of Norsemont Mining Inc. and served as a co-founding director. Mr. Gill has been a Consultant of AJS Management private) since March, 2001 and a Director with Graphene 3D Lab TSXV: GGG, OTC: GPHBF, Graphene ESD and Epic Mining Corp.
Focused on upcoming retirement (5-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks.
Health Care: JNJ, MDT, STK, PDCO
Consumer Staples: MO, CVS, KHC, HRL
Consumer Disc: DPZ, MNST, STZ, SBUX, KO
Tech: GOOGL, AMZN, FB, MSFT, CSCO
Industrial Cyclical: LMT, RTN, BA
Home Building: HD, LOW
Financial: V, MC
Utilities/Telecom: D, VZ, T
My primary investment methodology involves screening for micro-cap/small companies with both a solid balance sheet and an attractive valuation, then researching for internal or external catalysts that will likely have a positive influence on future earnings or facilitate a successful 'turn-around'. Internal catalysts would include replacement of a CEO (often a founder), an innovative new product, or a complementary acquisition. An external catalyst would take the form of an underappreciated yet robust positive change or trend in the company's business environment. Look especially for a confluence of positive factors. A degree of inferential reasoning is required, I believe, for judging the potential value of a given catalyst in the context of each individual company's circumstance. My conservative risk/reward criteria for stock selection--seeking the combination of substantial upside potential with minimum downside risk--can well be described by the phrase 'heads I win, tails I don't stand to lose much.' Satisfied to hold cash until I find the uncommon opportunity of strong earnings growth potential in combination with low stock valuation. Must be a compelling enough opportunity to justify accumulating a meaningful position. Invest with an expected minimum hold period of two years and a projected hold of 3-5+ years. Target capital gains potential of 20-25% compounded annually in exchange for the risk of investing in small companies. Current micro-cap holdings: TAYD, DRAD, SPAR, KTEC, HSON.
Secondarily, I'm just beginning to build a bond-equivalent portfolio of large-cap dividend stocks. Quite a challenging process, in my view, given that the growing popularity of DGI--in a predictable consequence of ZIRP--has driven up valuations excessively for the most sought-after names. Future 'flash crash' days or periods of market capitulation will likely provide the best opportunities.
Stock investors are always asking what is the catalyst for value to be realized? I originally thought like this which lead me to take too much risk. I now focus on being patient, controlling risk, and minimizing permanent capital losses. These steps have lead to significantly better returns. Even when there is no clear catalyst, an undervalued stock is eventually its own catalyst.
I think the benefits of communicating on Seeking Alpha are enormous. Many times I have a strong financial view of a company but do not understand the specific industry or industry competitive dynamics. I can often interact and read insightful comments from engineers, scientists, and technology experts. These experts offer great free advice and I try to add value in my specific areas of expertise. One area that I have been specifically helped is the energy sector.
While some investors are very negative of people who short, I view shorting stocks and posting factual information as noble. The focus of course is on truthfulness and accuracy of this information. Anyone who is posting rumors, lies, or other unscrupulous behavior (long or short) to manipulate a stock should be prosecuted to the fullest extent of the law.
I graduated from the University of Arizona in 2002 with a BS in Finance. From 2002-2006 I worked in the Wealth Management Group at Bank of America. I left Bank of America to manage family/friend money in long/short equity strategies. I also helped start-up two internet retail businesses.
I don't post much on twitter but think it is another great resource. I can be followed at https://twitter.com/jrhUofA
I currently live in Phoenix, AZ. If you live in the area and are a serious investor, please send me a note as I would be happy to meet and exchange our best ideas.
Professional Cost Estimator / Engineer with over 15+ years experience as a consultant preparing estimates, forecasts and life-cycle budgets for capital asset projects in the energy, transportation, manufacturing, institutional and commercial retail sector for both public and private clients.
Individual investor, Canadian.
Best performing stocks - Canadian - tih, bns, ry, td, gwo, pwf, sru.un, enf, enb, trp, cnr
- American - ba, mmm, wab, trow, nsc, unp, shw, val, hog, utx, wfc
Worst performing stocks (currently held) - Canadian - cco, cve, mfc
- American - nly (not factoring in the yield)