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), Vanguard and Dimensional Funds & 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, APPF, ATVI, AYX, BDX, BIDU, BOFI, CELG, CBOE, CGNX, CONE, CRI, EA, EIG, ELLI, FB, EPAM, EXAS, HUBS, ICE, INBK, INST, IPGP, ITIC, LGIH, LHCG, LOGM, MELI, MIDD, MKL, MTN, MU, NTNX, NFLX, NTES, NVDA, PAYC, PCLN, PLPN, SHOP, SHW, SKX, SPLK, SQ, STMP, SWKS, TLND,TREX, TSLA, TCEHY, TTWO, TXRH, VEEV, VNTV, VTR, WAL, WB. VTSAX, VIMAX, VTIAX, VFIAX, DODFX, DFLVX, DFSCX.

Investing Favorites

Stocks:
ICE, CBOE, WAL, MSM, & MTN (my Ticker Guide stocks). I maintain high hopes for SHOP, ALGN, BIDU and MELI.
Industries:
For the last quarter of 2017 I'll be watching cryptocurrency related stocks, IofT, social media, electronic banking, lasers, steel industry.
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 and serve as Ticker Guide to five recommendations: MTN, WAL, ICE, CBOE, and MSM.
Greatest Investment:
Lately NFLX, ALGN, CGNX.
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:
I am trying all the ready made dinner making kits from Blue Apron, Kroger, Hello Fresh, etc. Some big successes and some notable failures!
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:
"Donovan: America’s Master Spy", the story of the decorated WW1 hero and founder of the OSS during WW2. Great book to read if you are interested in visionary and innovative thinking, leadership, multi-tasking, courage and bravery. Old book but timeless biography. I'm also reading "Comander in Chief" the story of Roosevelt's leadership and Churchill's strategies during WW2. Hopefull I'll get to some lighter reading soon!

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 pretty much 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.