Former buyside analyst now running my own fund for accredited investors. Things to know:
1) I research a lot of companies, but invest in very few. My goal on SA is to provide analysis, particularly of small and underfollowed companies, that readers can use as a starting point for their own research. When you read my articles, please understand that I try to present a high-level look. It's up to the reader to determine if it's the sort of situation that is worth monitoring. Note that I usually try to err on the side of conservatism, so just because I'm not enthused by a particular investment candidate doesn't mean you shouldn't be.
2) I appreciate comments whether you agree with me or not - especially in cases where I might be wrong, I'd like to know why! If you happen to be a particular expert on a topic and are interested in discussing it further, please shoot me a direct message. I would love to chat. Or if, you know, you're just a lonely value investor who wants a friend. Jokes aside, I've made lots of great friends through SA and am always open to talking.
3) If you enjoy reading my work, in no particular order, you might also enjoy reading fellow SA authors Vince Martin, Stephen Simpson, Brendan Rose, Brian Grosso, Bumbershoot Holdings, Adib Motiwala, Jeremy Raper, Investing 501, and Ted Barac. Most of them have professional investment expertise and the ones who don't are equally insightful. Like Amazon recommendations, not all of these will be perfect, but if you're new to SA, it's as good a place as any to start!
All the usual disclaimers apply... articles are provided for entertainment purposes only, interpret everything as opinion rather than fact, do your own due diligence, this is not an offer to sell securities, forward looking statements are not made using a crystal ball, etc. Most importantly, I will reiterate that everything I write is an opinion; analyzing stocks is inherently subjective and two reasonable people can come to different conclusions.
I am currently studying finance at Florida Gulf Coast University specializing in mergers and acquisitions where I have learned the essentials behind corporate analysis. I have also studied technical analysis which I couple with the fundamentals learned at Florida Gulf Coast University to make educated decisions on disruptive tech, micro-cap, and other disruptive companies across market sectors.
I am a private investor with focus in disruptive technologies. I enjoy researching small-cap companies and invest when I believe they can generate a breakthrough product or service. I am only long and trade infrequently.
Wall Street Forensics - Chief Research Analyst www.wallstreetforensics.com Instavest Lead Investor - You can follow my personal trades and invest your own money with me via Instavest www.instavest.com My focus is on ground breaking technology and the companies that will deliver them in the future. I have managed a family portfolio since 2008 that has been focused on growth and income generation. You can follow me on twitter @WallStForensics
My Wall Street Forensics weekly newsletter provides in-depth and analysis of tech companies. Individually stock picks are recommended portfolio weightings and price targets. Investment picks may range from emerging technology companies that are highly speculative stocks and come with very high risks and very high rewards or momentum stocks that are more mature and come with downside risks but potential explosive upside potential. Stock picks are held captive for Wall Street Forensic subscribers for weeks or months before they are released to the public. This gives subscribers an advantage to get in early before the general public is alerted of my investment picks.
I am a strategic leader with over 13 years of experience in Internal Audit, Accounting, Finance and independent investment research for multi-billion dollar corporations with a demonstrated record of achievement and understanding of business processes, corporate strategy, financial month end close and forecasting.
I have a financial oriented mind with the ability to understand technology, operations and the financial impact of change on an organization’s income statement. My research efforts are focused on technology and the relationship of various data inputs to assemble conclusions and various scenario outcomes. I have been recognized as an independent research expert in technology specifically related to Apple and Intel by various media outlets including The Wall Street Journal, Forbes, USA Today and CNN Money.
My general area of focus is on technology companies. Specifically, technology companies that will help improve and are improving and impacting our daily lives. I enjoy taking a deep dive into up and coming tech companies or companies that are enduring product or industry transition.
Medical doctor and independant investor. My investment strategy is to utilize my medical education, combined with market technical and fundamental analysis, to find undervalued biopharmaceutical investments which have a high likelihood of increasing in value over a specified time period. I look for companies whose stocks have recently dropped due to technical factors, misunderstood data or undervalued market opportunity among other factors.
Rob Romero works at Connective Capital Management, a firm investing in equities in high growth and misunderstood markets like technology and alternative energy. Before Connective, Mr. Romero studied engineering and economics at Stanford and worked in the technology industry for many years as engineer, product manager and entrepreneur/founder.
I am a private investor based out of Toronto, Canada and I have been investing since 2003. After 8 years in Corporate Finance with a Canadian Telecom company I have decided to dedicate myself full-time to the capital markets. I write on Seeking Alpha to demonstrate my financial analysis and writing skills across a variety of industries and to take advantage of any story-based trading opportunity that may arise. My passion and greatest depth of knowledge is on Canadian small cap stocks and I consider my blog posts to be some of my best work. I am interested in any freelance opportunities that may arise outside of Seeking Alpha on Canadian or American listed stocks.
Tom Dorsey has a BS in Business Administration and a stock analyst for over 20 years.
Improved website! Our recommendations average over 10% each quarter and help accelerate the growth of your portfolio. The overall market is moving sideways, but the results of our selected recommendations have helped investors increase their portfolios every quarter.
We track the overall market, economic conditions, the banking industry and REITs, the oil industry and MLPs As we move forward we describe the effects on your portfolio and how to grow.
The majority of our research has focused on higher paying dividend stocks in REITs and MLPs. Our return is 10% or higher return per quarter that includes the dividends and stock price appreciation. We use concepts called 'analytical sorting" and "90-Day Investment Cycle" that focuses on the effects on the markets and the personal investment strategies. I invest in what I believe in. We ask each person to make their own decisions before investing. Enjoy my articles and visit my website to provide me feedback. The comments are always welcome. Please comment on the articles, and respect each person’s opinion.
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Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
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Mr. Roe has over 20 years of US and international investment experience, on the sell side, buy side, and as an individual investor. On the long side, he looks for value and compelling catalysts. On the short side, his current interest is in various US and Chinese companies worth zero.
I'm a tech columnist for TheStreet. I was previously responsible for Seeking Alpha's tech news coverage, as well as its Eye on Tech newsletter. Prior to that, I wrote for other financial sites and published independent investment research, primarily on tech companies.
I have a B.A. in Economics from Columbia University. I'm based out of San Diego, but grew up in Southern New Jersey. I play basketball and tennis in my spare time, am a long-time (and long-suffering) fan of Philadelphia's sports teams, and alternate daily between using an iPad Air, a Galaxy Note 3, and one or two Windows PCs.
The Investor Protection Association (IPA) is devoted to performing research, investigation and publication of information which concerns financial fraud and dishonest stock market practices taking place in companies that trade on stock exchanges in the United States, with a focus on small cap equities and penny stocks.
The most important purpose of our service is to educate and help hard working, decent investors by informing them of fraud and manipulation in specific stocks. By performing scrupulous and professional research, uncovering crucial information and publishing it, we may help these investors make a more informed decision and avoid losing substantial amounts of money.
On the other hand, our service also caters to sophisticated short-biased traders by providing excellent, in terms of risk-to-reward ratio, trading setups which occur primarily as a result of inflated prices in stocks which are subject to promotional campaigns (so called Pump & Dump).
CFA, Alternative investment professional, equity bias but cap structure agnostic. I spent a year on the PHLX options exchange, and worked as an integral member of the investment committee of a medium sized L/S hedge fund in NY, as well as their head-trader, for 6 years.
My personal bias is towards special situations, and smaller cap names, . I use a value-investing orientation, though I try to marry actual catalysts and a top-down understanding to any thesis I present.
Whether you are a large or small firm, GeoInvesting will cater to your needs and create a sound process for corporate diligence. Our specialty is Portfolio Protection – in fact, every aspect of what we do boils down to various ways that your M&A process or investment portfolio can be safeguarded against red flags.
To accomplish this we choose to work closely with you so you can be kept abreast of the progress of our due diligence from start to finish, making sure that we cultivate a relationship of trust between our team and yours.
Who Can We Help Specifically?
We actually do not limit ourselves to any specific group? We have worked at great lengths with:
>High Net Worth Investors
>Private & Public M&A
>Other Due Diligence Firms
There is really no one that we can’t work with since we’ve covered just about every facet of the due diligence process, whether it be on-the-ground or “through the files.” We can even tailor our services to your specific requirements.
We have a retail solution for everyone – the long investor, the short investor, the pump and dump investor and the every day trader that is interested in the micro cap arena. We’ve shown that we can overcome the challenges posed by any market environment, quickly seizing investment and trading opportunities as they arise. Because of this, our Premium members have been able to enjoy above-average returns on our ideas. Our solutions enable us to cater to what matters to you the most.
Do you want access to reports that can convey the proper valuation of equities, reports that can immediately convince the market that these valuations are warranted? Do you want information arbitrage that allows you to be among the first to take action based on the intel? Do you need daily ideas, some of which have proven to be some of the most rewarding calls to action that the GeoTeam has offered? Would you like to follow our GeoBargains and select trades? Or do you just need to be part of an exclusive twitter following that receives alerts before the rest of the market?
If you have answered yes to any of the questions above, then don’t wait any longer. Join our Network and see why our following continues to grow on a daily basis. The faster you join, the more likely you will be among the first to harness the power of our offering.
Sign up today and start to get:
>Daily Trading Ideas
See GeoInvesting Prime on Seeking Alpha Marketplace
I like exposing Penny Stock Pump and Dumps. Most of my research is done to help good hard working people avoid being scammed into investing in a pump and dump. Share the reports to show Seeking Alpha they are worth publishing this kind of information to help people avoid losing money in pump and dumps.
I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A. Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary. Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications. "One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher. Identifying these opportunities has generated shareholders and investors thousands of percentage points in aggregate and is something I’m often recognized by paying subscribers for."
Founder of Disruptive Tech Research – a technology research and advisory firm serving the investment management community.
We provide registered investment professionals and qualified firms with independent, targeted research to support the generation of investment ideas.
We focus on patent-filing activity to identify the most promising disruptive technology trends early. Then, we employ an original, bottom-up fundamental research approach to uncover micro- and small-cap ideas that are underfollowed, underappreciated and undervalued.
Our mission is to provide clients with differentiated, actionable and thorough fundamental research at a cost effective price.
We’re 100% independent. That means absolutely no pay-to-play arrangements, no hidden agendas and no hype. Just solid research. And yes, we eat our own cooking.
I started my investment career at Morgan Stanley, where I helped direct over $1 billion in in institutional capital. After growing bored with the monotony of asset allocation studies, investment policy statements, manager searches and evaluations, and Retirement Plan Service Provider RFPs (among other things), I left and co-founded Wall Street Daily, which quickly became one of the web’s largest financial publishers with a daily circulation of more than 700,000 readers.
In 2014, I founded Disruptive Tech Research to pursue my investing passion, and fill the void in the market for high-quality, 100% independent research on disruptive technologies.
I have been fortunate to appear regularly on CNBC’s Closing Bell, as well as be mentioned in other media outlets, including in The Wall Street Journal, The New York Times, Morningstar and MarketWatch. I earned my MBA from the Crummer Graduate School of Business at Rollins College, which is also where I met my beautiful wife.
Pro Deo, Pro Familia, Pro Patria
I'm a self-employed technical translator, German --> English. I have the NI pension and a SIPP pension fund, plus some dividend-bearing stocks, which will enable the transition from earned income to unearned income. I'm also interested in potential large capital gains, but without jeopardizing my baseload income.
I provide independent, subscription-based research for multiple online investment sites. My focus tends to be on options, small cap stocks, commodities, and macroeconomics - but I research and write about most everything investment-related. Prior to becoming an independent research analyst/writer, I've worked as a market maker in equity options on the floor of the CBOE, been a trading software consultant on Wall Street, and worked as a senior hedge fund analyst.
Roland Rick Perry is the Managing Director of Institutional Analyst Inc. (IA), an independent investment research and investor relations firm, as well as editor of nine industry specific investment reviews. One of the best one mile runners to come out of the Chicago area, he attended Southern Illinois University, Loyola of Chicago and UCLA on track scholarships, achieving an Olympic Qualifying time in the early eighties, right in time for the Olympic boycott in 1980.
Roland began his career on the floor of the Chicago Board Options Exchange (CBOE) as a runner in 1974. He worked for a number of well respected investment banking firms such as Merrill Lynch, Paine Webber, AG Becker Paribas and Drexel Burnham Lambert, prior to launching his own firm in 1995.
He is the founder of the Chicago Stock & Bond Club, Morgan & Weed and Blank Check Capital Corp., which recently participated in Wall Street’s first “Ultra Mini™” blank check offering, as President of Life Sciences Opportunities Inc., which successfully merged with Beverly Hills based “Dr Tattoff” the leading Tattoo removal company in the U.S., with over 250,000 treatments on more than 25,000 patients.
Founded in 2004 and headquartered in Beverly Hills, CA, Dr. Tattoff clinics are currently located throughout Southern California, Texas, Arizona and Georgia. Soon to go public (sooner or later) after completion of necessary required steps.
Featured by the New York Times, the Los Angeles Times, Us Weekly, In Touch, People, CNN, ABC, LA Ink, Dr. 90210 and numerous other print, on-air and online media outlets, Dr. Tattoff is widely recognized as a leading provider of laser tattoo removal and laser hair removal.
SEC filings BamSEC: https://www.bamsec.com/companies/1294157/dr-tattoff-inc
Mr Perry has been quoted and/or interviewed in the New York Times, the Los Angeles Times, CBS MarketWatch, South China Morning Post, the London Register, the UK Register and featured in Australia's ABC televised broadcast Lateline, and in a featured segment piece on National Enquirer TV.
IA is a leading publisher of news, perspective and market intelligence reports on the equity markets. Working with publicly traded corporations, the firm works with small-cap companies which have products and/or services which can best be described as "best of breed." To align itself with shareholders, IA typically seeks to have 90% of its retainer, represented by an equity stake in their client companies.
Founded in 1995 and based in Chicago, the heart of the trading industry, Institutional Analyst has offices in Beverly Hills, CA, Chicago IL, Delray Beach, FL and Port Jefferson, NY.
Our sites include:
Internet Stock Review.com
Patent Stock Review.com (on hold)
Alternative Energy Stock Review.com
Private Equity Stock Review.com
Marine Exploration Stock Review
IA Special Situation Research.ning.com
Biotech Stock Review.com
Restaurant Stock Review.com
National Stock Review.com
Stem Cell Stock Review.com
Beverage Stock Review.com
Blanket disclaimer for all of our postings: Important Distinction #1. First and foremost the Watch List is just that. A watch list. It is not a buy list. Meaning that there will be no buys or sale recommendations issued by the various Reviews. If this was a buy list, you can rest assured that we would crank up our Public Relations arm into high gear, full speed ahead and damn the torpedoes to make everyone know just how brilliant we were when we issued the original Watch List in 1998 with the average stock gaining 157% the first year.. Interviews on CNBC, articles in Barron's and accolades in the Wall Street Journal--the only thing we love more than money is praise and fame--but it just isn't going to happen. What the Reviews are...is a "news aggregation service". With the advent of the Internet, everyone knows what that term means. What it means to us is the following: We will follow the progress of as many industry specific related publicly traded stocks as humanly possible (The large, the small and the minuscule) and advise you of when they have reported news. As a subscriber to any of our Reviews, this means you will be able to broadly follow an entire industry right from a single e-mail. We will report who released news and point (with hyper links) to where the news can be found. We try to use Yahoo! Finance and Seeking Alpha as extensively as possible so we don't send you all over cyberspace. We love Yahoo and Seeking Alpha, you will too. Any decisions as to buy or sell however, are strictly up to you. Which leads to important distinction #2. How do we get paid? The Reviews are owned by a Public Relations firm (Institutional Analyst Inc.) that specializes in getting (or creating) coverage for publicly traded companies. As such, is important to note that anytime we say anything about a company, it is because the company is a client of our parent company, or because we would like them to be a client of our parent company. In a nutshell, you can throw out any thoughts of us being even a little bit impartial. It just ain't gonna happen. We love everyone. Institutional Analyst Inc. is an independent research and investor-relations consulting firm that publishes investment-research reports such as The Reviews on independently selected companies. While it is its intent to identify and research companies that it believes might prove to be profitable investments, The Review is not liable for any investment decisions by its readers. Neither The Reviews nor any report published by Institutional Analyst Inc., represent a solicitation to buy or sell the securities discussed within the report. It is strongly recommended that any purchase or sale decisions be discussed with a financial adviser or broker prior to completing any such purchase or sale decision. The information contained herein is provided as an information service only and is based upon sources deemed reliable, but not guaranteed by The Reviews. Past performance of previously featured companies does not guarantee the future success of any currently featured or mentioned company. The information contained herein is subject to change without notice, and The Reviews assumes no responsibility to update the information in this or any report published. Use of this or any report published by The Review may be subject to the applicable rules of certain self-regulatory organizations and the securities mentioned herein, which are traded Over The Counter, and may not be cleared for sale in certain states. Institutional Analyst Inc and/or its employees, officers, affiliates or members of their families may have long or short positions in any of the securities discussed in this or other reports published herein (and/or options or warrants relating thereto) and may purchase and or sell these securities, options or warrants from time to time in the open market or otherwise. Institutional Analyst Inc may derive compensation through research services and subscriptions and/or investor-relations consulting from the companies featured or mentioned in its reports. Write or call Institutional Analyst Inc for disclosure details as required by Rule 17b as it relates to individual issues. Institutional Analyst Inc., In no event shall The Reviews report be liable for direct, indirect, incidental or consequential damages resulting from the use of this information. The Reviews shall be indemnified and held harmless from any actions, claims, proceedings or liabilities with respect to the information herein. Institutional Analyst Inc is not a securities
broker-dealer, investment advisor or a securities exchange and is not registered as such with the Securities and Exchange commission nor any state securities regulation authority. Readers of this e-mail newsletter should recognize that the Reviews are only providing a delivery service to electronically transmit information to potential investors. In this respect, the Reviews are no different than the provider of any other delivery service such as the United States Post Office or any other express delivery service. Accordingly, investors should be aware that the Reviews have not evaluated nor investigated any of the companies listed in this e-mail to determine their merit or the risk of investment in any such company. The Reviews do not endorse any company listed herein and the Reviews do not represent that the information contained in any offering documents states all material facts or does not omit a material fact necessary to make the statements therein not misleading. email@example.com
For specific company disclaimer, please visit any of our websites about disclaimers where we have been compensated are on each blog right-up front in big print, on each research report written and in the general disclaimer section. We have nothing to hide, our disclaimers are everywhere. As the majority of our compensation is in restricted stock, the better our clients perform (which we have no control over), the better we are compensated and vice versa. This is in sharp contrast to firms which only accept cash as compensation, and who really couldn't care less how the stock performs, as long as their check keeps coming in. We believe this puts us on the same page as shareholders and our readers, because we are in fact shareholders.