Fund manager. Fundamentally based trader with intermediate time frame, although some positions vary. Focus on what actually drives prices, as well as identifying opportunities created by over/under reactions.
Feel free to send messages for further discussion.
Hi, I am a novice with a lot to learn. I began this journey in 2008. I read a book on mutual funds. Not even aware there was a financial crisis (embarrassed icon) I invested in two mutual funds. In 2011 I purchased my first stock. Currently, I absorb myself on understanding the market and purchasing equities. My disciple is in psychology. I have a BS in psychology and a MA in psychology counseling. Recently I earned the title of a LPC.(Licensed Professional Counselor)
This web site, from my experience, has a plethora of invaluable data from people with a wealth of experience. For me, it is a gift they are willing to share their knowledge, experience, their "winners" and even share the "lumps" they taken. I admire anyone who gets knocked down in the market, brushes themselves off and stands at home plate again for another swing.
A big THANK YOU!!!!! to all those who have done their due diligence and share it daily. Oh from my photo, it's obvious I was a HUGE Boston Celtics fan during "The Bird Era!!!"
Kavout applies advances in artificial intelligence, big data technologies and machine learning to make finding, screening and analyzing investment opportunities easy and efficient. Ultimately, Kavout’s message to individual investors is that anyone can invest and control their own financial future if they have the right tools at their disposal – namely, the sophisticated investment research platform that Kavout offers. Due to its innovative model, highly comprehensive and transparent approach and delivery of real value to individual investors, Kavout is positioned to become a global leader in intelligent investment platforms.
I'm a doctoral student in the field of sociology at the University of National and World Economy. I like the atmosphere of an online community that Seeking Alpha and its members provide to each other through the development of SA's vision and member contributions. Through the ideas of capital preservation and income growing and many Seeking Alpha articles, I became interested in the US Preferred Stock market. Now I trade such securities relatively frequently. I enjoy rock climbing in my free time.
Equipment Sales history Gas, Mining, Construction, Water, Foundations, and Environmental projects in the Western Hemisphere. Investing to build value, and enjoy challenges and learning from respected members of the community
I’ve been interested in the market ever since the downturn in 2009. It wasn’t until this past year where I started to enhance my trading skills and invest. I am here to bounce ideas off other investors and interact with like-minded individuals looking to get ahead. My strategy is in finding small cap companies that are undiscovered by large investment firms, particularly businesses with solid fundamentals.
I am a long term trader, but occasionally play the shorts. Please feel free to message me or follow me on SA.
2013 portfolio finished up 160%
"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." -Warren Buffet
"Stock tips are tempting, but they’re not worth listening to. Tips are for waiters, not traders." -Jim Cramer
"If anyone ever tells you to pay for their investment advice, make sure you request last year's tax forms to prove it. "
"You must look at things in the aspect of eternity" - The Intelligent Investor
I'm a part time investor very new to the market. I hold 1/3 of my portfolio in large cap growth names (safe) that I don't plan to sell soon, 1/3 in safe names with growth potential in short/medium term, and 1/3 in speculative play: biotech, and companies with good story but beaten by the market.
I'm a computer engineer with a great interest in finance. I'm not a pro, I do it for my family. But I'll share what I know and try to be as helpful as I can. I own about 10% of my assets in precious metals. As for currencies, I keep about 75% CAD vs 25% USD of my assets. I have about 35% in mutual funds; global small cap, global fixed income and global real estate. These allocations are fully managed by me, but I re-balance twice a year or so. That mutual fund core is insuring sufficient diversification and low correlation to the following US and Canada single stocks.
About another 35% is a trusted core of single stocks, both Canada and US. These positions are generally overweight at about 3% of portfolio. Core positions have a few properties in my portfolio: low turn-over, very long term, low debt, often dividend growers with low payouts, good valuations, good growth, low beta. They are safe and feel safe, and I usually build those position over the years. I consider it core after 2 years of reliable service. A stock can gain my trust by presenting profits. Not much mega caps, mostly small to medium caps. Another property of my core: easy to understand businesses. They wash linen, they sell groceries, they make boxes, they produce wine. As I build confidence and understanding, I allow more exotic positions in core. They manage money, they rent retirement houses, they dig for metals, they patent software, etc.
At the other extreme, I keep a few lottery tickets as satellite positions for about 20% of portfolio total, 0.75% to 1.5% of portfolio each position. More risky or difficult to understand business, more volatile and some signs of stink. Could be reversal plays, could be momentum stocks, can display signs of breaking out. Usually, I rely a little more on technicals than fundamentals there. And I trade. I learn. I make mistakes. I churn. Survival of the fittest.
I always look for dips in my core positions, and I wait for clear signals to buy back (volume, a few moving avg). If I have cash, I use it. If I don't I look at core and I trim large gains. If no gains there, I look at satellites for gains. If no gains, I look at satellites for mistakes, stinkers, unreliable bets. With money, I buy dips in core positions or in-the-middle stocks. In middle stocks are first buys aiming core, or rising satellites gaining confidence and improving.
Here's my complete stock portfolio as of mid-March 2016, where each record corresponds to (yes I would like to display as array):
NAME, TICKER, MKT CAP, PE, BETA, % of portfolio
Alimentation Couche-Tard ATD.B 33.71B 21.4 -0.11 5.0%
Richelieu Hardware Ltd. RCH 1.59B 26.74 0.57 4.9%
Winpak Ltd. WPK 2.89B 21.65 0.42 4.7%
Milestone Apartments MST.UN 1.49B 4.44 -0.17 4.7%
Supremex Inc SXP 144.07M 9.43 0.92 4.7%
Savaria Corporation SIS 311.44M 29.33 0.48 4.6%
K-Bro Linen Inc KBL 356.99M 30.42 0.4 4.4%
Intertape Polymer Group ITP 1.25B 17.94 1.05 4.3%
Andrew Peller Ltd. ADW.A 384.42M 20.23 0.22 4.3%
AMERCO UHAL 7.87B 15.9 1.55 3.6%
Saputo Inc. SAP 15.48B 25.96 0.25 3.6%
RDM Corp RC 98.02M 16.8 0.88 3.4%
Acadian Timber Corp ADN 306.91M 20.22 0.48 3.3%
Richards Packaging RPI.UN 280.52M 23.04 0.6 3.2%
Lassonde Industries Inc. LAS.A 649.85M 22.6 0.08 2.9%
Pason Systems Inc. PSI 1.46B 1000 0.37 2.8%
Tricon Capital Group Inc TCN 1.05B 11.43 0.43 2.8%
Metro, Inc. MRU 11.24B 21.33 0.22 2.8%
CCL Industries Inc. CCL.B 8.17B 26.01 0.85 2.8%
Walt Disney Co DIS 155.07B 17.59 1.34 2.8%
First Trust Health Care... FXH 1.18B 20 0.9 2.5%
Photon Control Inc PHO 79.55M 10.22 1 2.3%
Brookfield Asset Management BAM.A 44.31B 19.34 0.52 2.1%
Brinker International EAT 2.64B 14.54 0.4 2.1%
Sylogist Ltd. SYZ 249.35M 52.2 1.34 2.0%
Logistec Corporation LGT.B 442.18M 16.21 0.55 1.6%
Enbridge Income Fund ENF 4.00B 16.83 0.17 1.5%
Ceapro Inc. CZO 129.92M 19.85 2.14 1.3%
ProShares Ultra Nasdaq BIB 493.79M 30 2.18 1.3%
Pivot Tech. Solutions PTG 73.55M 9.55 0.45 1.3%
Biosyent Inc. RX 125.79M 34.13 -0.29 1.2%
XPEL Technologies Corp DAP.U 28.62M 18.28 0.1 1.0%
Pacific Safety Products PSP 10.96M 13.21 1.98 0.9%
Omni-Lite Industries OML 17.38M 22 1.11 0.8%
American Water Works AWK 14.82B 31.17 0.13 0.8%
IWG Technologies Inc IWG 11.88M 13.06 0.77 0.7%