Education: BA Economics JD Law Experience: I am a lawyer by trade, but have been studying economics and public companies for more than 20 years. I manage family retirement funds. Disclosure: My articles and comments are solely my opinion, not an investment recommendation or solicitation, and may not represent the views of my employer(s), associates, or other related parties. No guarantees made to accuracy or completeness. I may be long or short in the companies mentioned, and may change my position at any time for any reason. Please do your own due diligence before making any investment. My opinions on Seeking Alpha contain information from numerous sources including, but not limited, to financial statements and other data. This data may not be correct. I advise you to double check the data and information before making any decision on purchasing or selling shares of the equities mentioned. I make no guarantees or warranties as to the accuracy of data or information used in my opinions.
I've spent considerable time working for a registered independent advisor, doing work such as structuring client accounts, researching stocks/bonds, and performing due diligence on external managers. My career shifted when I took a role at a major investment bank, where I've supported the front office in mortgage-backed securities and derivatives. I now work in an oversight and risk capacity, identifying areas of risk and control weakness when it comes to regulatory compliance. As for trading style, I lean towards small/mid-cap companies, as I believe they have the potential for greater risk-adjusted returns. I'm firmly contrarian, and look to buy out-of-favor equities that have an opportunity to revalue upwards in the medium term.
I keep my profile anonymous because I want my brand to be the content and strength of my arguments and thoughts. In my opinion, too much focus with financial research is put on reputation and pedigree, which is a form of herd-following if you think about it.
Real investment success and insight is obtained through independent thinking and the willingness to invest when others aren't.
For that reason, I believe the focus should be an objective analysis made without emotions, acknowledging the strengths and weaknesses of your arguments to the point that you are aware of them.
Studied in southern Louisiana obtaining my BA concentrating in management. In college I was a member of Gamma Beta Phi, Treasurer of Phi Beta Lambda and President of Omicron Delta Epsilon. Received my MBA from Richmond College in London, England in 1996. I enjoy economics and more the macro side of it vs the micro but they do go hand in hand.
I have spent most of my professional life in commercial and institutional construction. I've worked on the construction of high rise office buildings, hospitals, research labs, museums and semi-conductor plants. It has been interesting and rewarding, and taken me all over the world.
Investing in stocks has been a profitable and fascinating hobby since leaving graduate school.
PS: I enjoy sailboat racing too, thus the nickname.
As an individual value investors, my time horizon is quite long.
I tried to apply deep value strategies and buy stocks that are out of favor.
My favorite quotes are
' The biggest risk is ignorance'
' Being greedy when others are fearful'
' The market will agree with you if you do good work. It may take a day, a week, a year or more.'
My investment decisions are based on the deep understanding of my own limitations in predicting the future. I pursue opportunities that present the highest risk-adjusted return. My focus is on companies with healthy economics: flexible companies that can survive the unpredictable future and still provide value to its shareholders in the long-term.
Long-term value investor.
I have been a successful Private Investor in the market for the last 18 years. My focus was mostly on the Tech/Internet sector when I started, but 13-14 years ago I became extremely interested in the Gold and Silver sector as I anticipated a major bull run. My in-depth research on gold and silver companies began during 2003 or so, and it has been a consistent passion since that time. I'm familiar with their stories, their stock patterns, their highs and lows, their operations/projects, their successes and failures, their management teams and turnover at the top, and all other facets of these precious metal companies. This sector has been my singular focus since I started writing on Seeking Alpha back in 2014, as I anticipated that gold and silver would soon be bottoming out and a massive bull market would unfold. I still follow the tech/internet space and I plan to eventually jump back into that sector (2009 was a very profitable year for me as bought tech at the lows), but it's not where my attention is at the moment as I see much better opportunities in gold and silver. I believe in buying value, and not chasing the next hot stock. I use several basic investing principles, the main one being buying the balance sheet. I wait for opportunities to present themselves and then establish positions. I believe in doing your homework, and I have a very research intensive focus.
Dr. Price writes about stocks, options and the market every weekday on Real Money Pro, a subscription site onTheStreet.com.
Paul has been a speaker at the International Traders Expo in New York City and the Options and Forex Expo in Las Vegas. He also gives investment seminars for subscribers of TheStreet's multiple subscription sites.
Dr. Price is a featured contributor on Market Shadows.com, GuruFocus.com and TalkMarkets.com.
He also teaches bi-weekly investment webinars for Rule #1 Investing.
The author has worked in the transportation profession for over eight years of which the previous three have been strictly focused on goods movement and freight. Transports, by James Sands includes extensive research and analysis of publicly traded companies in the U.S. This includes direct comparative peer review among multiple transport industries, and macro and industry key performance indicators, KPIs.
The author has successfully managed a self-developed equity-based portfolio of U.S. public companies prior to the development of Transports, by James Sands. This included an average return of 13% per year over the previous three years for the portfolio, as well as numerous detailed articles covering multiple sectors and industries. Transports by James Sands includes two current portfolios under management.
Transports, by James Sands will provide investors with access to exclusive research and data analysis stemming from the tools generated to evaluate public freight companies. The ultimate goal is to define investment options and recommendations for a wide variety of investors. All subscribers of Seeking Alpha are encouraged to review the Marketplace offering by James Sands for additional information. Feel free to contact the author with any inquiries through the Seeking Alpha message platform.
DISCLAIMER: It should be noted that while the author is providing stock analysis and recommendations based on this analysis, any information disseminated by articles, stock talks, messages, or public chats represent the opinions of the author. The author is not an investment professional, and as such, all readers and subscribers should perform their independent due diligence and/or consult with an investment professional prior to making investment decisions.
NYC-based investment professional. Background in value investing and growth at reasonable price within the context of long/short equity, with additional focus on credit, sovereign debt, commodities, and currencies as part of an overall global macro focus.
I will no longer be active directly in article comments streams. However, if you wish to contact directly, you can PM me on-site or send messages to this address: LSI.email@example.com
I write for Seeking Alpha to transfer the investment ideas and concepts cluttered in my head onto (digital) paper. This helps me evaluate future investment ideas (and reiterate current holdings) with much more clarity, while also subjecting them to public scrutiny.
I'm also currently a CFA candidate (testing level II). I passed the level 1 exam in June 2015.
Avi Gilburt is a lawyer and accountant by training. He formerly was a partner and National Director at a national firm.
Mr. Gilburt is also the Managing Member of Gilburt Financial Services, LLC, which provides:
- Financial market analysis to the public through ElliottWaveTrader.net;
- Elliott Wave market analysis to institutional clients;
- Specific stock analysis to retail clients; and
- Webinars and personal coaching on Elliott Wave analysis.
He is also the Managing Member of the of the consulting firm of Gilburt & Associates, LLC, which specializes in transaction structuring and tax services.
Matthew Greenberg is an avid investor and founder of "The Real Free Market," an economic research blog. Greenberg also manages a diverse portfolio consisting of private, IPO-track companies, as well as publicly traded companies with strong value and strong balance sheets. He utilizes in-depth fundamental analysis and Discounted Cash Flow analysis in his equity research and investment theses. He is an undergraduate student at Rutgers University.
The author is the honourable CFA Scholarship recipient. His interests are in the technology, healthcare, consumer space and gaming. He is now an analyst with an asset management firm
His work in the buy side gives him access to the Bloomberg terminal, access to management and sell-side analysts. One can see that in every single piece of his article.
This is something you will not see anywhere else. When you follow me, you directly benefit from this service.
Here are some of my calls below: [Don't just take my word for it, check it out yourselves]
Articles (As of 1st October 2015)
1) Las Vegas Sands down 29% in 3 months since Sell initiation [http://seekingalpha.com/article/3390785-upgrading-bdx-before-results-announcement]
2) Alibaba down more than 30% in 3 months since Sell Initiation- http://seekingalpha.com/article/3432076-alibaba-down-more-than-10-percent-in-a-month-since-sell-report-reiterate-sell
3) China Distance Education up 16% in 2 weeks since Buy Initiation- http://seekingalpha.com/article/3538526-china-distance-education-holdings-up-15_9-percent-in-2-weeks-now-what
4) OnDeck Capital down 30% in less than a month since Sell Initiation - http://seekingalpha.com/article/3330155-ondeck-capital-initiation-report
Edward Roche is the President of Freedom Mountain Investments (http://www.freedommount.com/), an investment firm founded in 2006, located in Paoli, Pennsylvania. Freedom Mountain specializes in identifying hidden value in small and mid size companies before they are recognized by the market. The investment approach is based upon fundamental analysis and places a high emphasis on real and rising financials including sales and earnings. One special approach used to identify a catalyst for release of value is the “Venerable Owner” strategy. This strategy tracks all companies where an older owner owns 40% or more of a company. These situations often lead to sale of the company at a significant premium to market value when the owner seeks to retire. Edward Roche received a Ph. D. degree in Polymer Science and Engineering from the University of Massachusetts and earned an MBA in Finance from the Haub School of Business, St. Joseph’s University, Philadelphia PA. He recently completed a career at the McNeil division of Johnson & Johnson that included high level positions in Business Development and R&D. He is the inventor on 15 US patents in the area of drug delivery and has authored ten scientific publications.
Education: BA Economics
Experience: I am a lawyer by trade, but have been studying economics and public companies for more than 20 years. I manage family retirement funds.
Disclosure: My articles and comments are solely my opinion, not an investment recommendation or solicitation, and may not represent the views of my employer(s), associates, or other related parties. No guarantees made to accuracy or completeness. I may be long or short in the companies mentioned, and may change my position at any time for any reason. Please do your own due diligence before making any investment. My opinions on Seeking Alpha contain information from numerous sources including, but not limited, to financial statements and other data. This data may not be correct. I advise you to double check the data and information before making any decision on purchasing or selling shares of the equities mentioned. I make no guarantees or warranties as to the accuracy of data or information used in my opinions.
Follow me on https://twitter.com/#!/RobertWeinstein
Owner of 1 Reason Insurance, a full-line insurance agency licensed in Wisconsin and Minnesota, and 1 Reason Real Estate, licensed in Wisconsin. http;//1reason.com
Let's connect on Linkedin http://www.linkedin.com/pub/robert-weinstein/12/129/651
Google + Profile https://plus.google.com/110309851050284795454
Contributor to StockSaints' weekly Options Investing newsletter
Robert Weinstein is an active trader focusing on the psychological importance of risk mitigation, emotion and financial behavior of market participants. Robert co-founded the investing blog StockSaints, where he writes a journal about his trading activity and experiences.
I am a professional options analyst and trader with close to four years of experience as a professional investor. I completed my MBA at UC Irvine in 2010 and began the CFA program immediately after completing the third exam in June 2013.
Throughout school and the CFA program I consistently came across academic papers discussing the success of various quantitative value approaches such as investing in low P/B or P/E stocks. This led me to "The Intelligent Investor" which furthered my conviction in using a contrarian value approach. I now use the combined teachings of successful value investors such at Ben Graham, Warren Buffet, Seth Klarman, Joel Greenblatt and David Dreman to guide my approach to security selection and options trading.
I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. In addition, my services include a review of individual portfolios along with education of portfolio management techniques.
I have been a Registered Investment Advisor, financial author, and entrepreneur. I bring a variety of expertise to my clients, from personal investment planning and management to stock market analysis skills. I am the creator of the investment newsletter Power Investing with DRIPs focused on timely selections of dividend paying stocks. I have also published two books through McGraw Hill, All About DRIPs and DSPs, and The StreetSmart Guide to Overlooked Stocks.
My work experience covers a variety of fields.Prior to being a RIA, I spent 15 years as a corporate manager at Georgia-Pacific Corp before venturing out on my own, operating several businesses from manufacturing to export marketing management. President Ronald Reagan appointed me to the National Advisory Council overseeing the Small Business Administration from 1988 to 1991.
Now comes the obligatory disclaimers: The opinions and any recommendations expressed in this commentary are those of the author . None of the information or opinions expressed in this article constitutes a solicitation for the purchase or sale of any security or other instrument. Nothing in this commentary constitutes investment advice and any recommendations that may be contained herein have not been based upon a consideration of the investment objectives, financial situation or particular needs of any specific recipient. Any purchase or sale activity in any securities or other instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. The information contained in this report does not purport to be a complete description of the securities market, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and subject to change without notice. Either Mr. Fisher or his employer, if any, may hold or control long or short positions in the securities or instruments mentioned.
Ashraf Eassa is a technology specialist with The Motley Fool. He writes mostly about technology stocks, but is especially interested in anything related to chips -- the semiconductor kind, that is.
Anita Dushyanth is a Biotechnology Technology and Medical Devices Analyst with Zacks Investment Research.
She has worked as a researcher in the field of Bioengineering at the University of California, Los Angeles (UCLA) for over 10 years. Her expertise includes research that delves into the biomechanics of the human body, degenerative disease progression, quantitative image analysis and optimization, and design and development of medical compliant devices. She has published and presented several research articles and has also been a peer reviewer and an editor for a number of prestigious journals in the field of biomedical engineering. Prior to that, Anita worked as a researcher at the Department of Radiology and Biomedical Imaging at the University of California, San Francisco (UCSF).
Anita holds a PhD degree in Bioengineering from UCLA, M.S. in Biomedical Engineering from Wright State University, Dayton, OH and B.S. in Instrumentation Engineering from the University of Madras, India.
I'm an individual investor who has been investing for over 20 years. I am semi-retired and focused on creating a portfolio that will return enough to meet my needs with as little risk as possible.
I started a dividend growth investment strategy a few years ago and am aggressively growing my portfolio to churn out enough dividends to reach financial independence.
I am a dividend growth investor that seeks out companies with a long history of increases in revenue, earnings and dividends. I then enhance those dividends and increase my income through the use of a proactive option strategy. My goal is to create a stream of passive income that will provide me with a life of financial stability and security.
Cliff Wachtel, CPA, is currently the Director of Market Research, New Media and Training for Caesartrade.com, a fast growing forex and CFD broker. He covers a variety of topics including global market drivers, forex, currency hedged and diversified income investing, and is currently working on a unique project related to that asset class - MLPs.
He is also the author of The Sensible Guide To Forex, and publisher of thesensibleguidetoforex.com. Both the book and website are uniquely dedicated to providing safer, simpler ways for active traders and passive long term income investors to use forex markets to diversify out of currencies like the USD, EUR, JPY, and others that are being debased by central bank policies, and so hedge currency risk and boost returns.
Since the Great Financial Crisis began in 2007, Cliff was among the first financial writers to focus on stocks that provide steady, high yields currency diversification for insurance against currencies being steadily devalued. Articles focus on both top income stocks for exposure to multiple quality currencies, and safer, simpler less demanding types of longer term forex trades than commonly covered on other forex sites.
He also posts a variety of articles on topics ranging from weekly strategic global market analysis, conservative forex trading, assorted special reports, currency diversified income investing, binary options, and trader training articles via multiple websites. His home sites include: globalmarkets.anyoption.com, thesensibleguidetoforex.com, caesartrade.com, globalmarkets.com, and others. Most can also be found at leading financial websites like seekingalpha.com, businessinsider.com, and forex sites like forexfactory.com and fxstreet.com. His work is regularly translated into numerous languages, including Spanish, French, Italian, Turkish and Russian, Arabic, German, and Chinese, often with his express knowledge and permission!
He has appeared in a variety of offline publications including Forex Journal, and John Nyaradi’s book, Super Sectors, in which he was interviewed along with other market experts like Jim Rodgers, Dr.Marc Faber, John Mauldin, Robert Prechter, and Tom Lydon.
Prior to his current positions, he was Chief Analyst at avafx.com, and a 30+ year financial market veteran as investor, trader, writer, analyst and advisor to private clients and institutions. He attended Vassar College and Cornell University, and is a certified public accountant.
He’s married with 5 children and lives in Jerusalem, Israel, where he can follow Asian markets in the early morning, Europe through the workday, and the Americas at night.
I apologize to investors who follow my articles, but I don't currently plan to resume any involvement with SA, though that may eventually change, if the site ever implements/enforces deterrents to web stalkers. For now, I only publicly share opinions on stocks via Twitter, StockTwits, etc. The rest of what follows is my normal profile, so I won't have to rewrite it, should I ever continue posting on SA. Best of luck investing. Cheers. I run a small family office managing long-term portfolios and special projects beyond the capital markets. I'm fortunate to have worked for a NYSE-traded financial firm for the decade through 2010, but I am not an adviser, my articles only share our investing actions/opinions, and they are not investment advice. Proof is in the pudding, so here are our stock portfolio returns from the most recent five years: 2012 +32%, 2013 +52%, 2014 +11%, 2015 +14%, and 2016H1 +19.8% (those are just capital gains, but all holdings pay dividends). Returns are moderating as expected, since most positions were rebuilt/opened in 2010-2012 at extreme undervaluation levels, yet only a few new positions have been opened each of the last few years at moderate undervaluation levels. I also trade around core positions for short-term profits, but I do not include trade gains in portfolio return tracking, and my articles are strictly about long-term investing. My investing career started in the 1980s, and the transition to full-time was finalized in 2009. I only list returns from 2012 because that's when I became most active on SA, and the stock calls that led to those results can be verified here. For 2008-2011, my focus was shorter-term trades, which made total annual returns harder to tally, so without wasting time backtracking, I can only say returns were worthwhile. For most years prior, I was a blue-chip-only, buy-and-hold guy, which also worked well, so I still own most of those stocks in accounts separate from our actively-managed portfolios.