KCI Research, aka Travis, has been a financial professional for over 20 years. Formerly a director of research at a mid-sized RIA, and one of four strategic investment decision makers at one of the largest RIA’s in the United States, Travis founded his own boutique investment firm in February of 2009. He specializes in against grain investing backed by real-world wisdom and experience by targeting out-of-favor, contrarian investment opportunities.Travis is the leader of the Investing Group The Contrarian where he shares premium research and uncovers investment gems hidden in plain sight. Travis shares an all weather portfolio for minimal volatility along with a concentrated best-ideas portfolio.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of AR, BTU, EQT, AM, WDS, EXE, NEM, MU, PBR, TLT PUTS, CLF, TGB, BABA, RH, RRC, TECK, HCC, KMI, OXY, CVE, DB, LEG, CNX, WBD, BCS, B, PAAS, VFC, WFC, FSLR, OVV, XOM, CVX, UNG, ENVX, ENPH, AER, RKT, ET, SLB, Z, LC, SLV, SIL, CPG, PL, DIN, AAL, AND SPG AND I AM LONG PALADIN ENERGY AND PANTHEON RESOURCES AND I AM LONG THE POSITIONS IN THE CONTRARIAN PORTFOLIOS AND I AM SHORT AAPL, NVDA, QQQ, SPY, AND XLK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
Every investor’s situation is different. Positions can change at any time without warning. Please do your own due diligence and consult with your financial advisor, if you have one, before making any investment decisions. The author is not acting in an investment adviser capacity. The author’s opinions expressed herein address only select aspects of potential investment in securities of the companies mentioned and cannot be a substitute for comprehensive investment analysis. The author recommends that potential and existing investors conduct thorough investment research of their own, including a detailed review of the companies’ SEC filings. Any opinions or estimates constitute the author’s best judgment as of the date of publication and are subject to change without notice.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Read the full article here










