Just an average investor... primarily in American equity and bonds. (Important Note: My articles, blogs, comments, reference links and messages are not intended to be investment advisements; or to value securities. Examples and considerations are hypothetical and educational. Please consult a financial advisor before making investments in any security. Thank you for reading!)
Over 20 years experience as an equity analyst/portfolio manager, convertible portfolio manager, high yield/leverage loan credit analyst, and banking/credit analyst at several financial institutions. Strong expertise in following healthcare companies in all sub-sectors and market capitalization. Also, have covered telecommunications, technology, consumer cyclical and consumer staples companies as well.
MTR Investors Group was founded in mid 2008. Since that time our primary goal is to provide powerful and profitable investment research tools to stock and option investors/traders. We do not provide buy or sell recommendations on any stock, etf, or other investments. We simply provide powerful tools for stock and option investors and traders.
The following are the primary tools we provide (we also provide economic models and advanced charting):
I. Expert Option Search
Our Credit Spread. Iron Condor, Covered Call and Cash Secured Put screener is one of the most powerful tools we provide to the individual investor. Powerful features such probability of assignment, downside protection, and many others. Our screener helps option traders make the best decision possible when writing Covered Calls, Naked Puts, Credit Spreads, and Iron Condors.
Many investors use our option screener to monitor a long term portfolio and select the best covered calls to sell on their portfolios.
Option Writers/Sellers use our option screener to find options with the highest probability of expiring worthless.
II. Stock Miner
Stock Miner is use to analyze stocks from a monthly and weekly historical performance. We use Stock Miner for weekly and monthly trade setups.
III. Stock Market Scout (SMS) & Stock Market Level (SML)
We use SMS as a model to indicate allocating cash to an index ETF (such as SPY) by going long on Green, cash on Yellow, short on Red (or stay in cash). We use SML to indicate if the market is overbought or oversold. This is not a recommendation to buy or sell SPY.
Wesley R. Gray, Ph.D. has studied and been an active participant in financial markets throughout his career. After serving as a Captain in the United States Marine Corps, Dr. Gray received a PhD, and was a finance professor at Drexel University. Dr. Gray’s interest in entrepreneurship and behavioral finance led him to found Alpha Architect, LLC, an SEC-Registered Investment Advisor, where he is the Executive Managing Member. Dr. Gray has published two books: EMBEDDED: A Marine Corps Adviser Inside the Iraqi Army and QUANTITATIVE VALUE: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors. His work has been highlighted on CBNC, CNN, NPR, Motley Fool, WSJ Market Watch, CFA Institute, Institutional Investor, and CBS News. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.
Doug Young is a China business news veteran, with nearly a decade of experience writing about China's colorful cast of publicly listed companies. He currently lives and works in Shanghai, where he comments on the latest China company news at Young's China Business Blog, a community for people interested in buying and selling China stocks (www.youngchinabiz.com). He also works as an lecturer in the Fudan University Journalism School and is writing a book on the media in China. Before moving to Shanghai, he worked as a reporter and editor for 10 years at Reuters, covering China's dynamic company news scene for most of that time. He was most recently chief correspondent for Reuters' reporting on corporate news in China, leading a team of a dozen reporters covering all of China's major industries.
Andrew Left's Citron Research (http://www.citronresearch.com/) (formally known as Stocklemon.com) seeks to expose companies whose management is in some way misleading investors. Left digs into SEC filings, financials, management histories and other data to uncover such situations, and he is usually short the stocks he writes about. Mr. Left has been publishing for 7 years and has created a track record that is unrivaled in short selling. Mr. Left has been cited in Barron's, Wall St Journal, CNBC and other major publications repeatedly for his work. Mr. Left was also an invited speaker at the reknown Master Investor Conference.
Visit: Citron Research (http://www.citronresearch.com/)
Disclaimer and disclosure: It is probable that the author and his associates have a position in the subject securities consistent with the opinion expressed in this article and they reserve the right to buy and/or sell the securities mentioned in this article, at any time without further notice.
Zorro Trades attempts to utilize fundamental analysis to identify securities and then gain an idea of when to enter said security via technical analysis.
Smead Capital Management is a registered investment advisor headquartered in Seattle, WA; founded in 2007. The company was formed to allow investors to benefit from long-term ownership of common stocks meeting the firm’s eight proprietary investment criteria. The firm manages a US Large Cap equity strategy in separate accounts and a mutual fund for advisors, family offices and institutions.
Mark Hendrickson has been writing stories, programming websites, and managing projects for TechCrunch (http://techcrunch.com) since July 2007. He grew up in Menlo Park, California and attended Bowdoin College, where he majored in both Government and Economics while focusing primarily on political philosophy. He was also a freelance web developer for several years before joining TechCrunch. He has no investments to disclose.
My name is Scott Sumner and I have taught economics at Bentley University for the past 27 years. I earned a BA in economics at Wisconsin and a PhD at Chicago. My research has been in the field of monetary economics, particularly the role of the gold standard in the Great Depression. I had just begun research on the relationship between cultural values and neoliberal reforms, when I got pulled back into monetary economics by the current crisis.
I founded Retail Investor 360 and Vincata Enterprises LLC in 2013 to help everyday investors invest prudently as well as to assist life science firms gain exposure to the investing community. The ultimate results are two prongs: more lifesaving medicine for patients and market intelligence for investors.
My diverse background as an independent financial analyst, medical doctor, entrepreneur and chemistry instructor complements the integrated investing research that I pioneered.
The first rule of integrated investing is to realized one’s limitation. For instance, physicians who are rigidly scientific tend to lack the analytical prowess of financial experts. Conversely, financiers typically do not possess the medical expertise of healthcare providers. Likewise, scientists are skillful in data analysis but they may not be familiar with prescribing patterns.
The second rule is to move beyond one’s circles of competence through learning various disciplines as well as leveraging on others’ expertise. In doing so, I tap into the intelligence of physicians, financiers and scientists in my network.
The third rule is to seek intelligence not available on the balance sheet via conducting field research. Accordingly, I gained much insight through informal patient as well as consumer surveys. If needed, I run my own statistical tests.
All that being said, integrated investing research helped me to accurately forecast the outcomes of numerous clinical trials like the Flint of Intercept, Ascend of InterMune and Affinity of MannKind, far in advance of the market.
Despite my focus on the life science sector, I cover other industries from time to time. And my work has expanded to assisting not only retail investors but professionals as well. I mostly publish long investing theses, as the rewards are most substantial. Nonetheless, I issue short theses once in a blue moon. This is not to short firms but to sharpen the skills needed to lead readers away from cautious investing.
Interestingly, my overall accuracy in the short thesis has been far better than the long counterparts. It is imperative for the readers to realize that one does not need to achieve 100 percent accurate results. The keys are to maintain this above average accuracy and to have adequate portfolio diversification. As long as you are right six out of ten times, you should achieve market outperformance in the long run.
Please note that I am not a registered investment advisor. Even if I am, you still need to consult with your own financial advisor, as your circumstance can be different from someone else’s. My research are not recommendations to buy, sell or transact any forms of security. And though I strive to provide the most accurate information available, the nature of information changes over time. Therefore, I can neither guarantee the accuracy nor timeliness of such information that, in and of themselves, are presented “as is.” You should use my articles as educational and informational materials to assist you in your own due diligence.
I also write for Talkmarkets from time to time. You can check out my articles at http://www.talkmarkets.com/contributor/Retail-Investor-360/
My professional background includes software engineering in Silicon Valley and Dot Coms, which includes alot of direct exposure to the needs and characteristics of startup environments. I have personally led the development of many software applications. I keep abreast of new developments within tech sectors, and invest primarily in tech and biotech stocks, with a keen interest on what will grow in the near and long term future, given market trends and new breakthroughs in technology.
On the side, I have interest in inventions, boat building and making electronic music,in which fields I have made substantial accomplishments.
My intented writing focus is to inform investors of good opportunities at a time when they can profit best. Timing is very important on the market, and I seek to identify and inform my readers of the best timing to invest in stocks. One of my favorite areas of market focus is the identification of oversells, as they stand to be a very profitable long investment opportunity, and with a greatly reduced risk.
Like hundreds of thousands of other small investors, my wife & I are longer-term investors, focused primarily on Dividend Growth in high quality companies with durable earnings. My actual portfolio can be viewed on my page, In Dividend Growth We Trust. (Scroll down)
I am both blessed & grateful my wife shares in the requisite grunt work essential to limiting downside risk inherent with investing. We are partial owners in a handful of wonderful companies, constantly seeking to expand our investment horizon and fortify our financial future. Like many of you, ours is a journey, which has included some detours but never deterred us from our destination.
Dr. Joel West is professor of Innovation & Entrepreneurship at the Keck Graduate Institute, one of the seven Claremont Colleges in Los Angeles County. He was co-editor of the book Open Innovation: Researching a New Paradigm (Oxford, 2006). His consulting focuses on IP strategies and business models for software and Internet service companies. Before KGI, he spent nine years as a faculty member at the San Jose State College of Business, was president and co-founder of Palomar Software and also a columnist for MacWEEK.
For more information, see Joel’s website (http://www.joelwest.org/) and the home page for his blogs (http://www.joelwest.org/blogs).
Jeez, there is a tempting devil-on-my-shoulder whisper to come across as a grumpy older investor. Yes, I walked 5 miles to school in the snow and barefoot most of the time. But I've always been a fundamentalist who was impressed by a reasonable 'story' or thesis for a particular company. Having made a lot during dot.com days and then watch too much of it slide away, I will happily listen to the rose-colored glasses version of events and then do my own revisions as to why American Motors will NOT be making a comeback.
Currently, I like non-commodity tech and energy stocks. I used to like smaller companies but the odds of them getting acquired or squished is about even, so they better have a great and unique advantage.
I'd love to say I was a buy-and-hold kinda guy but the truth is I do get impatient. Having heard it too often, I don't like a management excuse of the sales being soft because of deals that didn't get closed in the final few weeks. Like most of you, I will make exceptions to that if the story is right. And that is what we're here for, sniffing out our version of truth among the piles of information. Like a meal in a vegan restaurant, not all of it is good!