Joseph Martin

General Information

Joseph Martin
Fool Since:
July 30 2012
jambo297 (4/7/2015)
Where I Live:
Where I Grew Up:

Investing Basics

Investing Experience:
Risk Tolerance:
Medium High
Investing Style:
Motley (i.e. Anything goes!)
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
Stocks, Options, Bond ETFs, FX ETFs, EM ETFs
Stocks I Own:
AAPL, AFSI, AFSI-PF, AMBA, AMT, AMZN, ANET, AYX, BDX, BKS, BOFI, BRK-B, CLD, CONE, CPAH, CSCO, CVS, DIS, EA, EGOV, ENB, F, FB, GOOG, GPT, HP, HUBS, JD, KIM, KKR, KMI, KNSL, KRED, LKQ, MRC, MTZ, NOK, CLNS, NGG, NOK, NYLD-A, O, OBE, OKE, ONVO, PAYC, PEG, PRAA, PRLB, PYPL, QTS, ROIC, SHOP, SKT, SQ, SRCL, SRCL-P, SSW, SSW PRF, SWKS,TFSL, TLND, VTR, VZ, WIX Options as follows: Short Mar18 $17.50 P AFSI, Short Feb18 $54.50 C AMBA, Long Jan 20 $100 C AMT, Short Apr $150 C AMT, Long Jan 19 $80 C AMT, Short Apr18 $130 C AMT, Long Jan18 $8 C BKS, Short Jan18 $9 C BKS Long Jan19 $17.50 C BOFI, Short Apr $35 C BOFI, Long Jan19 $60 C C, Short Mar18 $70 C C, Long 2020 $60. C CVS, Short Jan18 $11.75 C F, Long Jan19 $15 P FAZ, Short Mar $62.50 C HP, Short Mar $57.50 C HP, Long Jan 20 $17C KMI, Long Jan 20 $20 C KMI, Long Jan19 $20 C KMI, Long Jan18 $30 C KMI, Long Jan19 $35 C KO, Short Feb18 $46 C KO, Short Feb18 $45 C KO, Short Jan18 $47 P MTZ, Long Jan19 $5 C NOK, Short Jan19 $7 C NOK, Short Jan18 $7 C NOK, Short 12 Jan $55 P OKE, Short Apr $85 C PRLB, Short Apr $45 P ROKU, Long Jan19 $45 C STI, Short Apr $60 C STI, Long Jan 20 $50 C TTD, Long Jan18 $17.50 C UA, Long Jan19 $25 C UA, Short Jan19 $25 P UA, Short Apr $49 C VZ, Short Feb $10 P WETF. ETF's as follows: (bonds) - ANGL, BIV, FLTR, HYEM, SCHZ, SPLD, VCIT, (fx & emer mkt) CCAC, DGS, USDU

Investing Favorites

Industrial Manufacturing & Energy
ONEOK, MTZ, ANET, MMM & PRLB (Discussion Ticker Guide) USLM, MG, EQC (maint, coverage)
The Motley Fool Investment Guide, the Gardner boys - got me started thinking Foolishly & One Up on Wall Street, P. Lynch
The people on MF boards. They are so helpful.

Investing Expertise

My Area of Expertise:
Neophyte at investing; but I know something about metals, steel fabrication, electric power generation, fossil fuels and the service and equipment surrounding this industry.
Greatest Investment:
Worst Investment:
Avoiding investing when I was young
Money I Manage:
Our retirement accounts and a small taxable account

Education And Work Information

School(s) Attended
Canisius College BS Marketing; Pennsylvania State University graduate business program; U of Michigan Executive Seminars in Finance & Marketing Strategy
Job Title
Sales Account Manager
Company / Organization
Family-owned steel fabricator
Former Jobs
Major equipment sales & service: power plant boilers and pollution control equipment


Personal Quote:
The meek man cares not at all who is greater than he, for he has long ago decided that the esteem of the world is not worth the effort. A.W. Tozer, 1948 This too shall pass, ancient Mesopotamian proverb c 1250 BCE By wisdom a house is built; through understanding it is established; through knowledge its rooms are filled with rare and beautiful treasures Pv24:3-4 NIV
My Interests:
Soccer (referee), Beer, ESL
Person(s) I'd Like To Meet:
Jesus of Nazareth
Favorite Restaurants or Foods:
Kaya (Caribean), Mad Mex (Cal-Mex), Pipers Pub (British) all Pittsburgh; Kumas Corner (Burgers), Cafe Central (Puerto Rican) Chicago; Hang Ah Tea Room, (Dim Sum) San Francisco, The Walnut Tree Inn (Haute Cuisine), Abergavenny, Wales
Favorite Vacation Spots:
Wales, United Kingdom; San Francisco; anywhere there's a soccer field and I have the whistle
Favorite Sports or Teams:
English Premier League, Champions League
Favorite Movies:
Anything Coen, Anything Bourne, Anything Clint except ones with orangutans
Favorite Board Games:
Risk, Pictionary, Settlers of Catan
Favorite Video Games:
Hate 'em
Favorite Music or Musicians:
Eclectic mix as follows: Blues, 60's & 70's Rock, Dylan, Gorillaz, Bluegrass, and certain Classical, currently on a Baroque kick
Great Books Read Recently:
The Reformation, A History, Diarmaid MacCulloch; The Coffee Trader, David Liss, Joseph and His Brothers, Thomas Mann
Book Currently Reading:
Encountering John (commentary), Andreas Kostenberger; Value Growth Investing, G Arnold

An Interview with CMFJambo

Last updated: 1/25/2017
The Fool:
What's the best product you use that most people don't know about?
Referee whistle
The Fool:
In what way would society be different if bears had become the dominant sentient species?
We would hibernate instead of moving south in the winter.

How I Invest

Pick, Reasearch, Buy, Long Term Hold (learning patience).