Since I started writing on Seeking Alpha 18 months ago, one of the best benefits to me has been the sharing of ideas, both new and improved. Whether it was typo/naming feedback in one of my first articles (and a negative one at that) to prompting an entire article presenting a counter point to a PRO article of mine on Input Capital (OTC:INPCF), this type of sharing helps to flesh out better info and points of view to help make better investment decisions. This is what makes Seeking Alpha a source of investment information.
Along my path, I have been lucky to have had the support from many other writers around Seeking Alpha. Both Nicholas Bodnar and SevenSeas Investment Research have been a boost to me along the way. Brad Kenagy has done several contests to spotlight under-followed writers as well. To them, thank you and to you readers, give them a follow.
However, I want to pay it forward with several writers that I have gained value from and continue to do so going forward.
I came across Brian when he chose to write on a company that was my first ever Seeking Alpha submission, Clarke, Inc. (OTC:CLKFF). Brian had a PRO spin on it, with a tremendous amount of back research that I had frankly not done. It confirmed my own thesis on the company even more, augmenting the research I had already done. This thoroughness comes through in his writings, and he details his work in an article outlining some of his methodology.
Brian ventures outside North America with some of his picks, notably with Moleskine (OTCPK:MOSKY), which was recently taken over, and Movado (NYSE:MOV). He does spend a lot of time also reviewing Canadian companies, though I suspect he is going where the value is. A great example of the detail he goes in to (that isn't behind a pay wall) is his latest on Microsoft (NASDAQ:MSFT). The only problem I have with Brian is that he doesn't write enough!
I found Long-Short Value in the comment section of my original article on small-cap Cemtrex (NASDAQ:CETX). Figuring if we liked this one, maybe there are others that I should consider. While we both have a penchant for small caps, I have found that he has a considerably good view to the short side of things. Being short, either naked or via Puts, is a useful position to be comfortable with, especially with SPY at these extreme levels. Long-Short has come out with short picks at the start of the last two years, so I am looking forward to the 2017 edition (here is a link to 2016's). I personally liked his article on Digirad (NASDAQ:DRAD) (though I am still doing some due diligence on it myself) while his most recent effort illustrates the risk with some of the more recent stub IPOs. I highly recommend giving Long-Short Value a follow.
I found Peter when I was looking for more information on TIO Networks (OTC:TNCGF), a company I have covered. Peter has also followed TIO Networks for some time dating back to 2014. Peter's latest is a PRO article re-visiting Polaris Infrastructure (OTCPK:RAMPF) which has been a very big winner.
I would encourage you to give each of these three authors a follow; maybe it will work for you, maybe not but I have got some value out of each of them. As well, I would encourage you to give some of the authors I mentioned elsewhere in this article a try as well. While I tend to skew towards small-cap companies myself, it would also be folly to not at least keep tabs on other areas of the market. I personally see a lot of value in small caps now, but there will be value in other areas down the road. I don't often agree with Jim Cramer, but I generally do believe there is always a bull market somewhere (even if it is for bearish takes).
If you found value in this article (or any of the very self-serving links I included to my articles as well), please consider following me by hitting the follow button at the top of the page. If you hit the "real time" option, you will get immediate alerts each time I publish something. Thanks for reading!
Disclosure: I am/we are long TNCGF.
I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.