My investment strategy is pretty simple.  I look to invest in micro cap companies reaching an inflection point, bet big on them, and I’m willing to hold for 12-24 months until they play out.  This strategy has served me well over the years.  I use sort of a top down approach before I focus in [...]

I get asked this question a lot, When do I own too much?, its also a nicer way of asking, When do I sell?  This question actually has a very easy answer.
Sell a stock when:

When you think about a position constantly (good, bad or indifferent).  Sell some stock.
When the first bad thought enters your [...]

First off I’m not a doom and gloomer.  I’m not a gold bug that hopes the world ends so Gold goes to $10,000 an ounce so I can say, “You see! I’m right, now I’ll trade you this chicken for that bushel of apples”.  I’ve always been an optimist when it comes to the United [...]

The biggest educator is losing your own money, and it’s how you bounce back that is the deciding factor on your success.  Do you use losses as an excuse to throw in the towel or do you use them as motivation.  I thought I would share with you my very first big loss and the [...]

One of the best books I’ve ever read is Think and Grow Rich by Napoleon Hill published in 1937.  In this rare clip Napoleon Hill discusses his first meeting with Andrew Carnegie and his commission to write the Carnegie Success philosophy.

When you take large positions in small/micro cap companies your portfolio WILL have roller coaster movements.  The last few weeks especially I have been plagued by the “U’s” [the letter U resembles my portfolio lately, ie the bottom part].  The one thing that has always let me sleep at night is the fact I have [...]

I find that capital appreciation for winning stocks comes in thirds.  Each third constitutes a different type of investor buying the stock.  The first third of a stock price move is usually made up of retail investors and real small funds.  The second third of a stock price move comes from small cap funds buying, [...]

I watch CNBC and other news networks as they ask all the gurus where the market/economy is headed over the next 6 – 12 months.  They can usually find some Harvard or NYU professor spouting their academic rhetoric for whichever direction the network wants to point its listeners that day.  CNBC has the wealthiest audience [...]

Unfortunately, as investors all we have is past performance to judge future performance.  To buy low and sell high you need many things to happen in your favor that you have no control over.  The most important one, the company needs to execute and execute well, so the premise of this article is now that [...]

When deciding to invest in a micro cap stock, the most important thing outside of a company’s business itself is their share structure.  I’m not going to go into too much detail, but there are certain elements which are crucial to understand before making an investment.  The elements of a share structure that I pay [...]