67 WALL STREET, New York - May 5, 2014 - The Wall Street Transcript has just published its Investing Strategies Report for serious investors. This special feature contains expert industry commentary through in-depth interviews with highly experienced, professional Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
Topics covered: Small Cap Investing - Value Investment - Investment Risk Management Strategies - Long-Term Investing - High-Quality Companies - Investing in Agriculture - International Microcap Investing - Low-Volatility Investing
Companies include: Polaris Industries, Inc. (PII), Apple Inc. (AAPL), BioScrip Inc. (BIOS) and many others.
In the following excerpt from the Investing Strategies Report, an experience portfolio manager details his methodology and current top picks for investors:
TWST: Can you give us an overview of the investment philosophy for Insight Capital Research and Management?
Mr. Yurchak: The core philosophy is that stocks that have performed well on a risk-adjusted basis will continue to perform well, and that serves as the foundation of our investment process. As for the investment process, what we do is first screen for the top-performing risk-adjusted stocks that are publicly traded in the U.S. - so just U.S. companies - and depending on the portfolio of market capitalization, we'll filter out the stocks within the appropriate market capitalization range. That ends up producing about 200 to 300 stock candidates on any one day.
Then we'll do a brief overview of the stocks and determine what companies are growing their earnings and revenue; we're looking for companies that have accelerating growth and a capital structure that is not onerous or burdensome with debt. That filters out the universe, so we have anywhere between five or 10 new ideas per week that we look at.
Then we'll do a deeper look into those companies, and we'll do our fundamental research; we'll look at 10-Ks, 10-Qs, analyst reports, any industry news out there and any industry contacts that we have to learn more about the company. Typically, it ends up that one or two catalysts are driving that company's revenue and earnings. So we'll identify those catalysts, and we'll determine the extent to which the market's underappreciating the catalysts and what it will eventually mean for the value for the company.
Then the last part of the step process is to purchase those companies in the portfolio...
For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
- Basic Materials Industry
- Utility Industry
- Polaris Industries, Inc.