Stock Ticker

Stocks use a Ticker or an abbreviation to allow you to quickly find them. Facebook (Ticker: FB), Apple (Ticker: AAPL), Netflix (Ticker: NFLX), Alphabet (we know it as Google, Ticker: GOOG), Microsoft (Ticker: MSFT). Ticker Tape Provided by Macroaxis

Search URBANOMICS

Showing posts with label Peter Lynch. Show all posts
Showing posts with label Peter Lynch. Show all posts

Sunday, August 30, 2020

Wakanda Forever

This post is being written with a heavy heart. I ask that you tune into the ABC showing of Black Panther in honor and memory of Chadwick Boseman. My brother, may you rest peacefully knowing that you moved this world in a way that will never be forgotten. You're portrayal of Thurgood Marshall, James Brown, Jackie Robinson, and of course your epic role in Black Panther will live long and inspire many for generations to come. Wakanda Forever

I'm know Black Panther or Luke Cage...I just use my everyday skills uplift myself and hopefully you. My everyday skills continue to see a nation that is hurting and in need of re-engineering.  A different and newer term used in my profession is transformation and I am a lead architect in transforming business and cyber security operations for companies across the world when they experience "issues". So you can rest assure, you are not alone...even countries and companies have issues and need someone to help.

I find out why things are broken and often challenge my stakeholders to lead me to the "root cause" of the issue. This exercise can be enlightening, humbling, and even embarrassing depending on people's personalities and what may have been overlooked as we uncover the issues affecting a team, department, or company.  We may summarize our analysis in a technique called a SWOT analysis --- which documents the (S)trengths  (W)eaknesses  (O)pportunities  (T)hreats of the entity being reviewed.

I have a fiduciary responsibility to my stakeholders so I come in as a independent party that has to be ethic and honest in reporting what I find. In the business world we have learned that only an "independent authority" will things get cleaned up. When I look at critical issues that African-Americans are facing with police departments, there is often no independent authority --- completely removed from the police department that can objectively weigh in and hold officers accountable. If you have immunity, it does not matter what I find in my analysis, and I suppose it does not matter what a cop does because immunity negates accountability. 

I often summarize what I do as being a Detective, Lawyer, and Psychiatrist. I'll breakdown why I have 3 different roles:

As a Detective, I have to accurately and even record all my interactions with my stakeholders. I find it strange that in my profession, all accurate interactions must be accurately logged yet we still have many police departments across the country that can't, won't, and don't securely record, log, and document all their interactions. If I chose not to do this I would get fired, why are police forces not held accountable like I would be in the corporate world?

As a Lawyer, I do have to advise my stakeholders when it appears they are in situations that are non-compliant with the law and the intent. But again, I find it strange, that there is a haze around the "baseline" conduct of how an officer must interact with it's stakeholders so that persons like myself can review how well they are complying to the baseline. We do things such as a lookback analysis. If you did a lookback analysis the my corporate methodology could quickly deduce that African Americans, particularly males are being negatively harmed by police forces across the country at a disproportionate rate to other classes of people. A lookback is a scientific way of identifying harm or abuse and we use it in the financial industry as research has shown that elderly people are often the targets and harmed by financial crimes. So if we can protect and prosecute elderly harm...why are African-American males not afforded the same protections.

The shooting of Jacob Blake and murders of Breonna Taylor and George Floyd are simply a small sample of my lookback analysis and the data is grim. There is no one taking any action with this clear and factual data which means by doing nothing...our politicians and our citizens are complicent if they do nothing with this data.

Finally, as a psychiatrist I listen to those I am working with to understand the entire story. I want to know what's working, what's painful, and what works well. When I see Portland, I hear the pain of a system that is broken. When I heard Doc Rivers question "Does this Country Love Us", I think he raised the question so many African Americans and a growing number of minorities are feeling. You just have to listen...and many people are not good listeners. Doc, I've have written over the years the contract that America has with African-Americans and it's people of color is a bad contract that needs to be re-written. It's the driving force as to why I will continue sharing my pillars. Love, Spirituality, Freedom, and Volunteerism are the paths forward. But in the US, if you are not financially, spiritually, mentally, and physically healthy and organized then the toxicity of wealth and leverage of those in power will try to snuff you and your voice out...like they did George Floyd. 

As a security expert, I use tools like: Cyberark, Zscaler, Crowstrike, Splunk, Cisco, Palo Alto Networks, NortonLifeLock, Tenable Holdings. 

However, I remind my clients that tools make you more efficient they hardly ever solve the root cause of who is responsible, what was the target goal and how do you measure progress, and finally how do you hold someone accountable?

Stay Balanced, Stack Your Chips, Get Organized and Let's use our Leverage --- to truly effect change.

---------------------------------------------------------------------------------------------------------------

Portfolio Summary:

Collectors Universe Hit new all-time high of $50. - So your boy finally did it. Some of my shares are officially considered a 10 Bagger. That's when they increase 10 fold. If you'll recall, I bought Collectors back in 2008 so some of my shares bought at $40 finally reached this status first described by the great investor Peter Lynch. Still Holding

Sprint Finally Sold -  Here is my sale of 50% of my Sprint stake for roughly $5K in profit. I wish I would have held on until 1 full year for it to be considered a Long Term investment for tax purposes but that's another class for another day. I grew up with not much so I'll take these blessing and put them to good use. 



Saturday, March 17, 2012

Who to Watch / Company Watch - UPDATE

Who to Watch
My how times have changed!  In the past, young investors like myself would have wanted to follow in the footsteps of corporate raiders, mutual fund managers, and high profile investors.  One well known corporate raider is Carl Icahn, he and other corporate raiders were legendary for taking over companies or agitating boards for significant change. There was also those legendary mutual fund managers that made people in my parent's generation a lot of money by investing through their fund. Some well know names here are Peter Lynch (Fidelity), Bill Miller (Legg Mason), Bruce Berkowitz (Fairholme), and many others.  The last group of high profile investors are guys like Warren Buffet and George Soros.  Today some of the most well known money makers are in the hedge fund industry.    A small difference from the previous investors in the past, are hedge funds try to make money when markets are up or down by betting on and against the performance of stocks.  Here is a run-down of some of my favorite hedge fund managers:

  • Steve Cohen, David Einhorn, John Paulson, Seth Klarman, 
  • Bill Ackman, David Nierenberg, Monish Pabrai, Ray Dalio

Monday, May 09, 2011

Notes from the Matix - April Download Pt II

Pharma
Pharma is short for pharmaceuticals and this has traditionally been an industry that I have shied away from as I’ve tried my best to incorporate a rule that I have learned from Warren Buffett and Peter Lynch awhile ago: Invest In Things That You Know

This is at odds at times with the strategy that I’ve been harnessing over time and that’s being a MACROVALUEQUANT. Often, my screens lead me select a stock that I believe has positive momentum (QUANT) and I further weed out these stocks if they are not trading at a low valuation (VALUE) and support my general view on what industries and sectors should do well in the current global economic environment (MACRO). My screens recently led me to 2 pharma stocks (See Pharma Premium Alerts Post) and I was very reluctant to nibble at the bait.

Sunday, February 07, 2010

Superbowl Investing Tip ~ Invest in What You Know

This simple tip comes from the mastermind, Peter Lynch. I am completely engrossed in this strategy but rarely put it into existence and it has cost me dearly. It is so simple sometimes that we overlook the power of our own consumption and what it means. Here are some solid stocks where I have used their service and in some instances I keep returning. And if I would have bought the stock I would a very happy man.

Dominos (NYSE: DPZ) - Lets take this pizza chain. I decided to buy pizza and because I consider myself tech savvy I wanted to place the order over the internet. So I decided to use Dominos new site and technology to place and monitor my order. For someone like me, this was great to create my own pizza with toppings, see the price as I made it, and know how long it would take to expect a delivery or to go in and pick up my pizza. I did this over 2 or three months ago and had such a positive experience that I would definitely buy my pizza that way again. To read about Dominos new site and technology check out these articles from the Wall Street Journal and the website 'Storefrontbacktalk' for more information:


http://online.wsj.com/article/SB10001424052748704779704574552080042033284.html

http://www.storefrontbacktalk.com/e-commerce/dominos-gets-e-commerce-creative/

Amazon.com Inc. (NASDAQ:AMZN) - To be honest I love the fact that I know when I shop on their website that I am getting quality products at the best prices out there. My holiday shopping is quick and easy and the one thing I know is a money maker is shipping and handling, because we all have impulses and will pay more to have our goods quicker.

Wal-Mart Stores Inc. (NYSE: WMT) The last company I will right about is Walmart. I go out of my way to shop and buy products online at this store because they truly care about service and offer me the lowest prices out there. In this economy I don't want to have to think about who is giving me the best deal...I know already WMT will deliver. And I truly believe their website and site to store capability will continue to allow shopper convenience like it did for me when I found my Playstation3 bundle package there at a price that could not be matched.

Monday, October 01, 2007

Class Is In Session...

and when I blog you listen, readers please don't doubt the need for you to pay attention. Now that wasn't a complete freestyle, because I took a few words from one of my favorite artists. But I do want you to take a few words from the Urbanomics "Throwback Movie of The Day". It is the one and only movie "Wall Street" starring Charlie Sheen and Michael Douglas. The line is from a high powered, ruthless, and greedy investment broker Mr. Gordon Gekko. And it goes a little something like this:
"I don't throw darts at a board. I bet on sure things. Read Sun-tzu, The Art of War. Every battle is won before it is ever fought."
And even though Gordon Gekko is a cunning individual, he has one thing correct, I don't throw darts either...although there is no such thing as sure bets, we must put in work to win the battle before its fought. And that's what I am doing here for you folks. The battle is won with hard work and doing things you love. Now some people keep count of your victories, others will say lucky guess, and others may call you crazy but you gotta believe. So if you read the post I created just yesterday you may say a few of these things in disbelief. Now I am not ruthless like Gordon Gekko in "Wall Street" because he cheated to get ahead. He used information that wasn't accessible to the public and benefitted from trading the stock. Yes ladies and gentlemen, ala Martha Stewart he was participating in 'Insider Trading'.

The difference is I gave you the reasoning behind why I believed in GPS stocks yesterday. I gave you the basic principles that I learned from Peter Lynch so that you can follow along with me. Invest in what you know...right in front of you're eyes.
What unfolded right before our eyes was kinda crazy, not only were we on the money but Nokia must have been listing to what we were saying...because they have arranged to acquire Navteq in an 8.1 billion dollar deal today. See my post from yesterday. The following release was taken from Navteq website:

Nokia to acquire NAVTEQ

The combined entity would create a leading global player in the fast growing location based services marketNAVTEQ to support existing customers as before .
October 1, 2007 -- Nokia and NAVTEQ today announced a definitive agreement for Nokia to acquire NAVTEQ. Under the terms of the agreement, Nokia will pay $78 in cash for each share of NAVTEQ including outstanding options for an aggregate purchase price of approximately $8.1 billion (€5.7 billion), or approximately $7.7 billion (€5.4 billion) net of NAVTEQ existing cash balance. The acquisition has been approved by the board of directors of each company and is subject to customary closing conditions including regulatory approvals and NAVTEQ shareholders’ approval.
The navigation area is a fast growing business, and with location-based services expanding rapidly into mobile communications devices, the industry is poised for even further growth. NAVTEQ brings a number of key assets to Nokia: a great team with best-in-world maps and navigation industry expertise, a strong customer base and an industry-leading map data and technology platform with the broadest geographical coverage.

I will leave you with another memorable quote from "Wall Street":
The richest one percent of this country owns half our country's wealth, five trillion dollars. One third of that comes from hard work, two thirds comes from inheritance, interest on interest accumulating to widows and idiot sons and what I do, stock and real estate speculation. It's bullshit. You got ninety percent of the American public out there with little or no net worth. I create nothing. I own. We make the rules, pal. The news, war, peace, famine, upheaval, the price per paper clip. We pick that rabbit out of the hat while everybody sits out there wondering how the hell we did it. Now you're not naive enough to think we're living in a democracy, are you buddy? It's the free market. And you're a part of it. You've got that killer instinct. Stick around pal, I've still got a lot to teach you.
Let's all own and make the rules, the right way ~URBANOMICS


Wednesday, June 27, 2007

Your Best Bet is "Best Buy"

I read a pretty interesting article on one of my favorite retailers, Best Buy (BBY). Morningstar is an industry leading financial analysis firm and recently included BBY in an article called “The Market’s Got It Wrong On These 5 Stocks”. I want to bring BBY to the attention of all the Urbanomics followers out there.

People often ask me, “What’s Your Strategy?”. And often I can’t give them a polished and insightful Wall Street response. My strategy is quite simply to follow in the mantra of Rick Ross, “Hustlin’”. Everyday I am hustlin’…hustle smarter and in some cases harder. So I keep my ears to the Street…literally and look for themes that I often agree with. I don’t recreate the wheel, I pay homage to those who have come before me and use the tools they put in place to learn how to ball out of control. I will admit that the stocks I have normally gravitated towards are deeply undervalued stocks that will benefit from the momentum of the market to catapult them to the returns that I am looking for. I know, I know…I am new school too and too much yapping and not enough proof is what we all want. Let look at a few of my purchases in the last few years, which have been consistent with this theme:

I am including a link to the Morningstar article so that you can read one of their writer’s views on why the street has this stock wrong. I agree with most points raised in this article. Best Buy has some of the key things I look for when I follow Warren Buffet, Peter Lynch, and the Urbanomic strategy.

Buffet Likes Because: This is a best in class stock that is undervalued. The stock has been beaten down and thanks to a poor earnings release, hammered even more (I know, I’m getting excited). This creates a good entry point near the 52 week low and what I think is some margin of safety (I’d rather by BBY on the way down then when they are up).

Lynch Would Be Proud Because: You buy stocks that you know and are familiar their product or business. I practically know where everything is in a BBY store.

Urbanomics Is Hustlin’ Because: Buffet and Lynch like a number of things about this stock. Urbanomics also like the fact that this stock is beaten down (like they stole somethin’), best in class, and there is a catalyst. BBY is raising its dividend payout and implementing a share buyback. Finally, we get a chance to buy this stock ahead of the winter season. And we all know retailers, will be cashing in during the holidays and earnings will see a much brighter day.

Morningstar article:
http://news.morningstar.com/articlenet/article.aspx?id=197250&pgid=wwhome1a