I look for previously strong performing stocks that have taken recent hits to pps. I diligently research to look for deep value. If Metrics meet my criteria I layer my way in, and hold for up to a year or more to realize tremendous gains.
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.