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
i do social media and community @stocktwits. from the bay area, now in cambridge. interested in market breadth and shareholder yield. market cap is my favorite metric. currently bullish and overweight solar energy.