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Individual Investor
Long Term Growth
I look for companies displaying an imminent rise in sales and cash flow combined with a strong business model and proven management. While most of the holdings are in early phase, small cap category, I also seek out under-appreciated growth stories in mid-cap and large-cap arenas.
I apply rigorous filters in developing my tracker list. I review market caps of my tracker list companies on a weekly basis. A new position is initiated only if current valuation shows the potential to grow 3 times in 5 years. New positions are initiated typically at a fraction of the amount I intend to invest in the stock. Once a new position is initiated, I track the company more closely and builds a complete position over 2 to 3 quarters.
I track the development of approx 60 companies on a weekly basis. Stocks which typically make the tracker list include those experiencing 52 week highs, recent IPOs, or companies in which she has personal experience (such as consumer products or retail).
I am constantly on the lookout for new names that are not in my current tracker. Before adding to the tracker, I extensively study the new company for proven management, significant insider holdings, strong business models, significant headroom to grow the business and growing sales and cash flow. Such extensive filters leave very few new companies to add to my tracker every month.
I am constantly on the lookout for new names that are not in my current tracker. Before adding to the tracker, I extensively study the new company for proven management, significant insider holdings, strong business models, significant headroom to grow the business and growing sales and cash flow. Such extensive filters leave very few new companies to add to my tracker every month.
I try to avoid more than two or three holdings in a single industry. Such strategy helps to ensure diversification, typically investing in a minimum of 5 different industries. While there is no solid rule for number of holdings, I prefer to concentrate on the best ideas and keep the number of holdings manageable. My typical number of holdings range from 15 to 25.
I may also invest in an ETF in order to gain broad exposure to a sector or region. I may also invest in ADRs.
I may also invest in an ETF in order to gain broad exposure to a sector or region. I may also invest in ADRs.
Each stock is held until future growth is fully reflected by the market or my original assumptions for the company or business model have significantly changed.
The typical holding period may be as long as 2 or 3 years.
The typical holding period may be as long as 2 or 3 years.
For the most part, I will not utilize margin. However, if a market situation offering much higher reward for risk taken, I may use margin (although generally only for a few months at a time).
I may also invest in high yielding blue chips as opposed to hold cash.
I may also invest in high yielding blue chips as opposed to hold cash.
Model commentary
iRobot, 3D Systems and Stratasys delivered for the model
22 November 2012
iRobot had a great quarter on the strength of its home bots.
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