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Education and Work
August 18 2004
Motley (i.e. Anything goes!)
Large (12 or more Stocks)
Types of Investments:
I favor stocks that are big enough to have an institutional following. So, I stay away from micro caps. Instead, I use the Power7 methodology outlined in my book Your Guide to Better Stock Picks. In a shameless plug, you can get this ebook on Kindle from Amazon.
Stocks I Own:
amzn, celg, cldx, clf, crm, dpz, fb, fcx, fold, ge, gild, gnca, jec, mack, msft, myl, nwpx, pfe, ptla, pypl, rig, tex, tsla, twtr, ua, uaa, aapl, adbe, algn, AMBA, DDD, IGV, IWM, KORS, MA, STX, VDSI, espr
I tend to favor growth stories. But, growth at a reasonable price is always interesting.
My coverage is motley. I cover 1,800 stocks across all industries at my firms Gundalow Advisors, LLC and E.B. Capital Markets, LLC
You can get my e-book "Your Guide to Better Stock Picks: Tips from the Advisor's Advisor" on Amazon.
I produce a quarterly seasonality newsletter showing you exactly which stocks tend to trade up or down in each calendar quarter. You can subscribe at www.seasonalinvestor.blogspot.com
My favorite resources are The Economist and SmartMoney.
Bloomberg and the Financial Times are great. Of course, The Motley Fool does a fantastic job.
My Area of Expertise:
I've been researching markets and providing investment ideas to mutual and hedge fund managers since the late 1990's. All markets, all sectors, all industries are intriguing to me.
Calls on Verisign in 1998.
Calls on Transwitch in 2000
Education And Work Information
I'm a University of New Hampshire Wildcat, class of 1992.
Company / Organization
Plan a trade. Trade a plan.
My family is the most important thing in my life. I am one of those odd parents that loves little league baseball games.
Person(s) I'd Like To Meet:
Barack Obama (well, I did 'meet' him for 2 seconds once, but I'd love to sit down over coffee someday!)
Favorite Restaurants or Foods:
Anything with a lot of olive oil!
Favorite Vacation Spots:
Cape Cod born and raised; Brewster is the best town in Massachusetts.
Favorite Sports or Teams:
Red Sox and Patriots, I am from New England after all.
The Bourne series of movies and MIssion Impossible series of movies are among my favorites. I'm also a big Clint fan.
TMFEBCapital is following 3 Fools