Bandwidth and Storage stocks represent a dynamic landscape of investing and trading opportunities -- with focus on timely investment and trading ideas. Resource links will be posted with commentary to assist in sector research. My portofolio focus is stocks exhibiting growth at a reasonable price(GARP), characteristics and/or significant thematic catalysts. Both long and short ideas will be featured.
IPTV deployments may get a gentle shove from the FCC. TLAB, ALA, CIEN & JDSU could benefit from positive vote.
posted by Forged @ 3:03 PM
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Sean A. Udall actively trades his portfolio and conducts research. In addition, Mr. Udall provides consulting to stock traders and investment professionals. Previously, he managed client assets at Morgan Stanley and Smith Barney, specializing in discretionary portfolio management. Previously, Mr. Udall acquired broad experience in financial and investment analysis through hedging foreign currencies and interest rate risks while working in the corporate treasury departments of two prominent Silicon Valley companies – as well as conducting equity research for Fisher Investments and Wilshire Associates. Mr. Udall invests primarily in equities (long & short), and uses an array of option strategies. Fundamentally, he develops themes and employs a GARP investment process but does not use this exclusively. He combines technical analysis to his fundamental work in security analysis. Overall, Mr. Udall has spent the past 17 years analyzing portfolios, individual securities and technical analysis in various financial markets. His expertise is in NASDAQ and financial stocks as well as IPO's. He received a B.S. in Finance from the University of Montana.
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