Joseph Martin

General Information

Joseph Martin
Fool Since:
July 30 2012
jambo297 (4/7/2015)
Where I Live:
Edinboro, PA
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:
AFSI-PF, AMT, AMZN, ANET, APPN, BDX, BKS, BOFI, BRK-B, CELG, CGNX, CLNY, COHR, CONE, CPAH, CTRE, CVS, D, DIS, DMRC, EPD, ENB, FB, GOOG, HP, IQ, JD, KEYRUS, KIM, KKR, KMI, KNSL, KRED, LKQ, MATX, MRC, MTZ, MZE (Luxoft on Europe exchange), NGG, NKTR, O, OBE, OKE, OKTA, ONVO, PAYC, PEG, PPL, PRAA, PRLB, PSTG, PVTL, PYPL, QTS, ROIC, SHOP, SKT, SQ, SSW, SSW PRF, SWKS, TLND, VTR, WETF Options as follows: Long Jan 20 $100 C AMT, Short OCT $145 C AMT, Long Jan19 $60 C C, Short Jan19 $75 C C, Short Nov $55 C CGNX, Long 2020 $60. C CVS, Short 28 Sep $73 C CVS, Short Dec $70 C HP, Short Dec $62.50 C HP, Short Sep $30 P IQ, Long Jan 20 $17C KMI, Long Jan 20 $20 C KMI, Long Jan19 $20 C KMI, Short Dec $35 C MATX, Long 2020 $180C MMM, Long 2020 $210C MMM, Short Sep $215C MMM, Short Sep $220C MMM, Short Sep18 $42.50 C PRAA, Short Sep $90 C PRLB, Short Sep $45 P ROKU, Long Jan 20 $50 C TTD, Short Oct $95 C TTD, Short $49 C VZ, Short Jun $11 C WETF. ETF's as follows: (bonds) - ANGL, BIV, FLTR, SCHZ, SPSB, VCIT, (fx & emer mkt) - CEC,

Investing Favorites

Industrial Manufacturing & Energy
ONEOK, MTZ, ANET, MMM & PRLB (Discussion Ticker Guide) USLM, MG, EQC, CVS, SRCL (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).