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Micah Martin Message

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Micah Martinmessage

  • michaelbegley 2013-08-14 18:57
    Micah Martin: Hey Michael! It's good to hear from you.

    What kinds of stocks do you look at/are interested in?

    Hi Micah,

    I am most comfortable with value investing but do a lot of mechanical system investing as well.

    When I choose individual stocks to hold for a few years I like:

    Discount retail: WMT, COST, DLTR, DG, FDO (I try to avoid those with significant exposure to Amazon competition, Costco being an exception)

    Staples and companies that have consistent earnings.

    Stocks with sustainable competitive advantages.

    I use the Valuentum service in addition to gurufocus as I am more comfortable with their DCF analysis.

    Mike Begley
  • Nicolas73 2012-05-08 14:49
    Hi Micah,
    I just want to congratulate with you for your article on NPK and...the wonderful outcome.

    Looking forward to hear from you

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