Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
I worked for a micro-cap value hedge fund as a research analyst for 8 years and then opted for semi-retirement while writing company research reports for StockDiagnostics.com and managing rental real estate for my former boss at the hedge fund
The models will be driven by fundamental factors, including cash flows, ROE and increasing sales as applied to a particular universe of stocks.
My father paid me for reading books of his choice rather than giving me an allowance when I was in high school. Most were non-fiction dealing with business, especially the stock market. I began investing on my own at 16. I was hired as a registered representative for a Wall St. investment broker at age 23.
Tennessee is blessed with an abundance of water. TVA lakes, navigable rivers and creeks that sometimes look like rivers are commonplace. I enjoy motor boating on Dale Hollow Lake on the Kentucky-Tennessee border where we have a small cabin that seems to need constant attention. I love leisurely keeping it in acceptable condition. In response to escalating gas prices, I bought a peddling kayak for myself, and one for my wife. We enjoy navigating the 7-mile stretch of the Obey River between Dale Hollow Dam and the Cumberland River in them when the Corps of Engineers is releasing water to generate electricity.
Important Information
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
Researching retail stocks the old fashioned way
14 May 2012
I like investing in retailers because you can keep your finger on their pulse by visiting their stores.
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