Believe Your Own Story, Gather Followers and AUM

RELATED CONTENT

Does Anyone Want to Be a Stock Picker?

A savvy advisor who built his success on stock picking wonders why there's not more interest in this career. In the coming series of Opportunity Logs, he'll set the groundwork for becoming an ace stock picker.

When Does Opportunity Knock for a Stock Picker?

One of the first frameworks to work from when stock picking is to look at opportunity. And once an opportunity is uncovered, examine it as an industry trend. Is the stock part of a powerful trend that will last for years or a fast-moving trend that may not be around for long? A veteran advisor offers insight.

Sniff Out a Stock Pick, Weigh Your Chances of Accomplishment

See how this veteran advisor analyzes wealth-creation possibilities. Read SEC filings and the corporate website to find the answers to eight telling questions that will help you determine whether the company you're looking at can capture the opportunity you've identified as an advantage that may bring about great financial gain.

Valuation That Validates Your Picks

When investors evaluate your stock picks in line with your expectations and push up the price of your picks, you'll get satisfying confirmation of your trend-spotting insight, appraisal of opportunity, and assessment of whether a company's management will take advantage of that opportunity.

Give Yourself the Time to Be Right

Once you've identified a stock opportunity, management reaction and accomplishment, and the valuation conditions, consider these 15 other factors in relation to your conceptual framework of time. Your greater understanding and confidence in the trends affecting an opportunity will play out with a longer holding period and better investment performance.