Sorting the truth or likely truth from the noise is a key attribute of the successful investor. My commentary reflects this effort. See my profile, articles and comments on Seeking Alpha: http://seekingalpha.com/author/robert-mcdonald/comments
I invest in companies with strong fundamentals which are also significantly undervalued, presenting a good margin of safety. I write extensively about my ideas and investment strategies on my blog at Soberstocks.com
Community, and marketing @StockTwits. From the bay area, now in Cambridge, MA. Interested in market breadth and shareholder yield. Market cap is my favorite metric. Currently bullish and overweight solar energy and Bill Gross.