I am passionate investor looking for alpha anywhere it may be found. I believe that the fundamentals of a company are the most important thing anyone can look at. I strive to know why organizations succeed and why they fail, and using that knowledge to find great investments.
I am an amateur investor in my 50's and invest in stocks that I believe are undervalued, have a good balance sheet, and preferably pay a dividend. I especially like beaten up stocks that have fallen too far. However, I try to stick with companies that I think have some sort of moat, brand value, or that I think can improve their situation. I'm not a buyer of stocks that have high P/Es - I prefer a 12 to 16. I focus on a few stocks, do research, and only invest in stocks I can understand. I read Seeking Alpha articles every day about stocks I am interested in and get useful information from the articles and comments. I own two businesses and am quite busy - the Seeking Alpha articles make it easy for me to keep up with the stocks I follow. The Seeking Alpha smartphone app works great in case you haven't tried it. As I write this in December 2013, my main holding is Apple which I started acquiring at about $450 and averaged down to $420. I also own Wal-Mart and Wells Fargo. I like the investing ideas of Warren Buffett and Howard Marks and highly recommend Marks book "The Most Important Thing".
If you follow Apple or Wal-Mart and want to share thoughts and research, feel free to contact me.
My first bad experience was in Oct 1987, whenI lost my shirt but kept my pants. Every day I learn. Like to give a shout out to Apple for an unpleasant relearning of the importance of margins.
Some trading is based on dividend ex-dates and valuations. Also do a fair amount of trading in energy stocks. Always have a sense of the macro investment environment and look for stocks in the sectors with an advantage.
I like open minded investors, who will buy a stock based on the valuation.
Follow SEC form 4 fillings and keep watch lists based on insider buying - like to see a cluster of insider buying or a lot of insider purchases over a long term. Like lots of cash and no debt on balance sheet.
Will buy almost anything if it is cheap enough and there seems to be a catalyst.
Look at the financial statements very carefully.
Formerly Chief Market Strategist at Capital Ladders Advisory Group LLC. After the sale of certain of CLAG's retail and institutional assets in October 2015, I have commenced my latest venture in the CPG industry which is centered on the development and licensing of consumer and commercial technology. https://www.linkedin.com/profile/view?id=AAIAAA3lJ9IBNi1rhhFzRWElkJl4MpyNuIiHglQ&trk=nav_responsive_tab_profile
CooLinX Integrated Technologies develops technologies for the beverage and CPG industry. We are presently effecting licensing agreements with multi-national brands and co-developing products aimed for mass market consumption.
I am a Financial Analyst and maintain my own Site http://www.everythingaboutinvestment.com where i put the articles regarding investment so that it can help each and everyone around the globe to get an detail insight into Investing and Investment.