TMFPennyWise

Judy Imhoff

General Information

Name:
Judy Imhoff
Fool Since:
May 27 1999
Aliases:
3Fairfield (1/21/2014)
Where I Live:
Cincinnati
Gender:
Female

Investing Basics

Investing Experience:
Medium
Risk Tolerance:
Medium High
Investing Style:
Long-Term Buy to Hold
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
Common stocks (mostly SuperNovas) & rental houses. I like to invest in companies that have demonstrated earnings and revenue growth and good cash flow. I pay close attention to the quality of management too. I am not fond of turnaround situations.
Stocks I Own:
AAPL, AFG, ALGN, AMZN, ANET, APTI, ATVI, AYX, BIDU, BKNG, BOFI, CELG, CGNX, EA, ELLI, FB, EPAM, HUBS, ICE, IQ, IPGP, MDB, MELI, MIDD, NTNX, NFLX, NTES, NVDA,OKTA, PAYC, PRLB, PSTG, PVTL, SHOP, SKX, SQ, STMP, TLND, TREX, TSLA, TCEHY, TTWO, TWLO, TXRH, VEEV, ZS

Investing Favorites

Stocks:
I maintain high hopes for SHOP, ALGN, BIDU, IQ SQ.
Industries:
For the second quarter of 2018 I'll be watching, IofT, social media, lasers, online retail. I am also interested in how the Chinese equities are developing.
Boards:
SN, Explorer, Phoenix I and II, and Odyssey, Discovery, and a variety of Stock Advisor and Rule Breaker boards.
Books:
Charlie Munger's 'Poor Charlie's Almanac' which I love. The Motley Fool Investment Guide (2017). One Up On Wall Street. The Innovators.
Newsletters:
SN, RB, SA, Retirement, Discovery.
Magazines:
NYT, Cincinnati Business, HBR, The Economist
People:
MF analysts, Charlie Munger, my sisters, my aunt.

Investing Expertise

My Area of Expertise:
I recently signed on to the Phoenix 1 analyst team. I am also on the SuperNova Explorer team.
Greatest Investment:
Lately NFLX, ALGN. In the last several quarters SQ and SHOP have done very well.
Worst Investment:
ADY (a Chinese dairy? Why?!)
Money I Manage:
I oversee our family's retirement and savings accounts.

Education And Work Information

School(s) Attended
Saint Mary's College, Univ. of Notre Dame
Job Title
Homemaker
Former Jobs
librarian, family business

Interests

Personal Quote:
"We look before and after and pine for what is not" Shelley
My Interests:
collecting and flying kites, gardening for pollinators and birds, reading historical biographies and mysteries, touring presidential homes and birthplaces, exploring Europe and the U.S.
Person(s) I'd Like To Meet:
General William Donovan, the WW2 visionary who set up the OSS, the forerunner to the CIA. Also something of a Renaissance Man.
Favorite Restaurants or Foods:
We bought a new PK Grill and are trying to learn how to smoke meats and vegetables--our latest was planked salmon with apple wood. Also did rack of lamb and asparagus with cherry wood for Easter. We have been inspired by Stephen Raichlen on the Food Channel who smokes everything--whipped cream, fruits, martinis. Fun.
Favorite Vacation Spots:
Lately the beaches of OBX, North Carolina & Treasure Island, Florida. Also Europe & California.
Favorite Sports or Teams:
FC Cincinnati, Cincinnati Reds, UC Bearcats, ND Irish
Favorite Movies:
Not much of a movie goer.
Favorite Board Games:
Scrabble
Favorite Video Games:
Wish I knew more about video games. I do own EA ATVI NTES, TTWO.
Great Books Read Recently:
'The Innovators' about the inventors, entrepreneurs, and hackers who were instrumental in founding the modern tech industry.
Book Currently Reading:
Just finished James Comey's 'A Higher Loyalty'. Just started Tom Miller's 'China's Asian Dream--Empire Building Along the New Silk Road''--the story of how China plans to build economic power to gain geo-political clout under President XI Jinping.

An Interview with TMFPennyWise

Last updated: 11/4/2017
The Fool:
What is your most distressing regret?
TMFPennyWise:
That I didn't hug my children more.
The Fool:
Briefly explain how you select stocks.
TMFPennyWise:
I follow SuperNova pretty carefully. I like stocks in companies that demonstrate growth in earnings and revenues, have strong committed management, and that I understand.
The Fool:
What was your first educational exposure to investing?
TMFPennyWise:
Reading Value Line and the Kiplinger Newsletters way back in the day.
[Read the full Interview]

My Story

I am a homemaker who has had a lifelong interest in stock picking, investing and entrepreneurship. I have followed Motley Fool since 1999 and have learned much from the articles and analysis, although I'm finding there is always more to learn!

How I Invest

I follow SuperNova stocks but then on the side I look for small unloved companies that exhibit sustained growth. SuperNova has been a great resource and has provided significant returns, soundly beating our local investment advisor's performance. Often times my personal picks of small cap 'speculations' are unprofitable but a few have been very successful. It's a fun process to find them and I learn a lot doing the research.