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
Interested in market breadth and shareholder yield. Market cap is my favorite metric. Currently bullish and overweight investment firms and Bill Gross. Previously: solar. From the Bay Area, now in Cambridge, MA.