![]() I promptly lost 75% of my investment as the stock continued to plummet thanks to continued operating losses and a debt crisis/restructuring. Despite these ratings, I was enamored by the appreciation potential of the stock, which was listed as 300% to 500%. In the Value Line Investment Survey, the stock had the lowest possible ratings for both timeliness and safety. My first trade was 50 shares of Data Terminal Systems, a manufacturer of cash registers. ![]() Can you remember the first trade you ever made?Ībsolutely. You’ve had a long and distinguished career. I’m also a Chartered Financial Analyst (CFA). from the University of Virginia, and finally a law degree from Columbia. I earned a Bachelor of Arts (B.A.) in History from Yale, a Master’s from Harvard’s Kennedy School of Government, an M.B.A. As you can imagine, education was very important in our family. ![]() I grew up in Massachusetts, and both of my parents were teachers. More details on that in just a minute…īut first, it’s been a while since we’ve heard from Jim directly on these pages, so I reached out to talk more about his background and how his system works…įirst of all, Jim, it’s been a little while since we’ve talked – can you give our readers a little bit about your background? Last time, you told us you were “hopelessly overeducated”… More importantly, it showed our readers how, if they’re willing to step beyond their comfort zone just a little bit and learn something new, the results can be quite powerful.įor those who missed this event, however, I have good news…įor a limited time, you can access a rebroadcast of the event. I hope you were able to check it out because Jim’s event was full of useful information that investors can’t get anywhere else. ![]() We called it the Velocity Profits Summit. Earlier this week, we staged a one-of-a-kind live event with our trading expert, Jim Fink.
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