Chris Damas' contrarian equity research is broad based and covers energy production and infrastructure, metals, agriculture, chemicals, forestry, industrials, telecoms, retail, technology, financials, transports, renewables and special situations as well as US MLP's. Chris managed the second largest preferred share portfolio on Bay Street during the 80's and also follows currency and fixed income markets closely. His investment universe is broad and he spends most of his time hunting for actionable trade ideas and long term investment opportunities. His investment thinking and trading activity are now only available by subscribing to the US and Canadian versions of The BCMI Report (trademark) and The BCMI Flash (trademark) which are issued at least weekly and more frequently when opportunities and market conditions demand it.
I am a proud graduate of St. Leo University. I have been an investor for about 25 years. I tend to gravitate towards new industries. With few exceptions, if the stock has been trading more than 15 years I tend to avoid it. I look for companies that have true value, even in their infancy. I avoid the crowd as they often trample over one another trying to pick up the scraps of stock pumping columnists. The only advice I can give another investor is, "If it looks great but the numbers don't add up, avoid it. When investing in micro caps, leadership, management, and cash flow with minimal dilution is key." Anyone can trade on dips and make a few pennies but real investors find those rough diamonds in need of a little polishing... Happy hunting!
Retired - spent 40+ years in IT and technical education. Learned trading while managing the data center for a mutual fund company. After watching the "pros" trade on whim and fancy, I knew I could a better job on my own.