NAVIGATION

STOCK SELECTION

Business conditions change.  Investor attitudes change.  Therefore, knowing with certainty what will happen in the future for company fundamentals or stock pricing is impossible.  I believe the solution is to select quality and pricing based on comparison of the options available.  Like anything in life, performance generally comes at a higher price.  However, the supply and demand mechanism makes relative value possible to find.  Irrational investor behavior caused by obsession with short term greed and fear creates incredible opportunity in the market.  I believe in blending fundamentals (factual business and financial metrics) with investor perception (emotional reaction to a myriad of factors) to determine the timing for which to own select stocks.  Valuation is carefully assessed and respected.