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Scouring the globe for the investments with compelling risk/reward scenarios. Depending on market conditions these include dividend stocks, REIT's, MLP's, International Small Caps, special situation's, metals, bonds, etc. I focus on long term fundamentals while capitalizing on short term volatility to trade around my positions. I obsess over emerging markets due to the high probability that you can find higher growth companies that are simultaneously quantitatively cheaper than their U.S. counterparts.
Bonds, Dividend stock ideas & income, Mutual funds, Options, REITs, Stocks - long, Stocks - short, Tech stocks
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I still prefer internationa...
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