Owen Cupp, Master of Science in Electrical Engineering, CTO at Marketing Corporation of America & Manager of the “New Leaders Growth Model” on Covestor.com joins Enterprise Radio.
Listen to host Eric Dye & guest Owen Cupp discuss the following:
- So you think the market’s behavior has changed since the last financial crisis and is it possible to still win with the risks facing investors?
- I understand you have researched stocks back to the 19th century and have commodity prices from clay tablets chiseled back in 900BC, how does that help you in today’s fast-paced markets?
- Are you a technical or fundamentals based investor?
- The economy is challenging, what are the industries you find that are delivering growth for shareholders?
- How do you consider and select companies in those industries that are new leaders?
- Why do you favor individual stocks over ETFs in your model?
- Stocks that pay high dividend yields have been popular with investors, do you seek those companies out?
Duration: 15:37
Owen Cupp, 31, lives in Orange County in southern California. Owen graduated from the California State University, Fullerton with Bachelor and Master degrees in Electrical Engineering.  He is completing his MBA at Washington State University, Pullman.
Owen manages the New Leaders Growth investment model as a Portfolio Manager on Covestor.com.
The model has had a positive ROI since its inception in Q1, 2011.
He utilizes spreadsheets constantly to sort and rank statistical variables of companies such as earnings-per-share, return-on-equity, debt, and revenue accelerations. This is accomplished through custom formulas of screener lookups linked to a SQL database, pivot-tables, and if-statements. My investment style is techno-fundamentals. I study U.S. market statistics dating back to the 1880s; and commodity prices back to 900 BC from ancient Babylon.
Owen believes that institutional stock ownership runs in cycles and that studying those cycles helps better time his investment entries and exits.
Owen worked for seven years in the finance, advertising, operations departments for Kroger at their Atlanta headquarters. He was responsible for planning annual merchandising strategies which included trade show participation selections, business intelligence processes to realize product unit goals, financial forecasting, event sponsorships, new product press releases, and sales proposal standardizations.
He had the privilege to work for Paul Newman’s manufacturing company for a year as he expanded his product mixes from salad dressings to popcorn and other foodstuff items.
He later worked with Lantronix leading the project implementation of their Customer Relationship Management (CRM) system utilizing vendors such as Oracle and Salesforce.com. He played an intricate part with the Lantronix corporate team in producing a computer networking device, which won the 2005 Innovation of the Year Award from Electronic Design Magazine in Embedded Systems.
He is active in many non-profit technical and financial societies including the Optical Society of Southern California (OSSC) and The Institute of Electrical and Electronic Engineers (IEEE), which is the largest professional technical association in the world.
He currently serves as the vice-president of the IEEE Orange County section of their Entrepreneur’s Network Society (ENS). The IEEE ENS hosts business leaders monthly at a rotating circuit of law firms, university forums and libraries to share information of local business start-ups and their ideas.
Links: http://covestor.com/owen-cupp
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