September 06, 2007 –
I buy small, mid and mainly large cap names. I do not buy penny stocks! I have a few shorts from sectors that I am bearish on! I basically run a 130/30 strategy. I seek successful companies with a strategic competitive advantage or future growth opportunities that are currently being accumulated by successful long-only institutional managers that meet my investing criteria of earnings growth & surprise and positive analyst estimate revisions that are attractively priced relative to their growth rates. [more]
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