Former investment banker and research analyst on emerging growth technology companies since the late 1980s. Forbes.com contributor on Digital Media, with emphasis on Apple, Google, Netflix, Amazon, LInkedIn, and semiconductors for four years. Advised on over 100 transactions from IPOs to M&A.
Founded in 2013 by Jordan Ring, JGR Capital addresses the challenges that are unique to the small-cap niche, presenting high-quality analysis to investors and shareholders, who are increasingly looking to diversify their portfolio.
With three locations worldwide, JGR Capital offers analyst coverage via a tech-forward, data-driven approach. Because our reports are based on facts, not recommendations, we are a reputable, trusted resource for investors.
Scoots, an eleven pound shih tzu, loves to dart and zoom. His owner, a retired attorney, loves to do the same in search of highly desirable investments.
He practices VIGOR. Value + Income + Growth = Optimum Returns. This appraoch is intended to provide a diversified portfolio resulting in optimum returns for the risk assumed.
Value holdings are generally stocks selling below apparent fair value. Income holdings can include DGI stocks, MLPs, REITs, BDCs, CEFs, bonds, and bond funds. Growth holdings include primarily equities growing faster in price (and possibly yield as well) than those in their sector. (Some cash is held for security purposes and "dry powder".)
Value holdings might include the large banks, such as BAC and C; T; and INTC. Income holdings could include anything from JNJ; to MLP EPD; to REIT COR; to CEF PCI; to Bond Fund PONDX; to Treasuries. Growth holdings might include FB, GOOGL, AMZN, BABA, and AAOI. The ideal holdings will have characteristics of all three areas, such as ABBV, BIP, AVGO, MSFT, AAPL, BX, and HD. (All as of June 1, 2017.)