My investment experience includes a Wall Street career spanning 35 years. I am retired now, and spend my time as a full-time trader and investor. I especially enjoy the research process and am always looking for the next big stock market winner. My focus is on small caps, undiscovered companies and special situtations.
I retired early a few years ago. I was the Credit Manager for a mid-sized publicly traded bank. I traditionally have invested in and written about small and micro cap value stocks. Recently I have been also buying and writing about small and micro cap growth stocks. I have found as an investor you can get an edge in researching and talking to management of small and micro cap companies that have little or no analyst coverage. About 20-30% of my portfolio are deep value stocks, and that is historically where I have had the best returns.
TheStreetSweeper recently named Sonya Colberg as Senior Editor. About three years ago, she became senior investigative reporter of TheStreetSweeper, a website devoted to exposing fraud, shenanigans and lousy business practices of public companies. Sonya had worked more than two decades as an editor and reporter for two major newspapers, including the recent Warren Buffett acquisition, Tulsa World. Among others, the Associated Press, Great Plains Journalism Awards, The Gerald Loeb Awards and the Society of Professional Journalists have recognized Sonya’s investigative, feature, health, news and business stories. A fearless investigative reporter, Sonya loves nothing better than calling out the shysters and bumblers who quietly work to separate investors from their hard-earned money.
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. firstname.lastname@example.org
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.
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
Richard Moheban (aka Retired Aviator) earned a BBA in Finance, Investment & Banking from a national top ten (public) business school—the University of Wisconsin at Madison. He then went on to earn a BFA (with Honors) in 1992. After that, however, his one year of working in the corporate world was enough for him to realize that it was not his cup of tea. He decided he needed more freedom and daily variety than any Finance position could offer, so he went to work for himself.
Determined to somehow achieve financial independence without the grind, he worked as many as four part-time jobs concurrently to obtain seed cash for investing. He devoted much of his non-working time to studying investments and "real world" Economics (as opposed to the academic variety), refining several workable theories along the way. For years he plowed every spare nickel into investing. Using only his relatively modest sources of income as an investing base, over time he was able to multiply his savings and thus achieve his dream of retiring by his mid-forties in 2009. Today he enjoys pursuing a variety of recreational interests, researching, writing, and has several ideas in the works for new books. He has one book published to date.
I will cover alternative energy, tech and other disruptive firms that have the potential to change or lead in their chosen industry. I utilize a process of thorough fundamental analysis, ensuring I have a solid understanding of the drivers behind not only a specific firm, but the industry as a whole.
To reach out to me with questions, to discuss an article or anything else, please send me a private message through Seeking Alpha.
Highly educated private investor with 35 years experience investing in individual stocks and an occasional ETF. I particularly like disruptive technology and growth stocks that are undervalued or beaten down.
Tech and financial equity analyst with 15+ years experience on Wall Street. Recently moved away from the city to Stamford and now enjoying writing occasional equity pieces on various topics.
I focus on US and emerging market firms, particularly on trends that affect tech and financials.
If you have any suggestions or ideas for future analysis, just get in touch via Seeking Alpha message.
During the IPO season Francis Gaskins, editor of IPOdesktop.com & director of research for Equities.com, regularly appears on CNBC TV, Bloomberg, thestreet.com & other financial cable channels. On the day of the Visa IPO he appeared on four cable TV financial shows including Bloomberg & CNBC.
Over the past five years he has been quoted over 500 times by such financial media as the Wall Street Journal, Bloomberg, Reuters, Associated Press, USA Today among others. Those quotes are available at IPOdesktop.com.
His varied personal interests include violin playing. For example, he is concertmaster of the Palisades Symphony. He also holds an MBA from Harvard Business School (finance) and an AB from Princeton University (economics).
I have 40 years experience in investment banking and was regional director of several NYSE firms. I retired two years ago and now run family money. Investment thesis is find value with reasonable risk. Most important rule is know what and why you are investing in an equity and set risk levels or stops that you can assume BEFORE you invest. Hype is not information.Emotion is biggest cause of losses in retail investing.
Don Dion (email@example.com, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for the Dion family. Don no longer manages money for other families or institutions after selling Dion Money Management to NYC-based Focus Financial Partners in September of 2007 prior to the Great Recession. Don remains one of the largest individual shareholders of Focus Financial Partners. Mr. Dion is the managing trustee of the Dion Family Foundation, which focuses on helping individuals with tuition assistance at Catholic Institutions for grammar school, high school, and college education. The foundation also helps individuals by supporting health care institutions, particularly Massachusetts General Hospital. Don is on three leadership and advisory committees at Massachusetts General Hospital and the Home Base Program (a partnership between Mass General and the Red Sox Foundation). Don consults with Saint Dominic's Academy and served on the executive committee as a trustee of Saint Michaels College. In addition, Mr. Dion is the retired publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provided a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 90,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletter. Its flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers. Mr. Dion is the sole founder and retired C.E.O. of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, FL., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries, He fortunately sold the company to Focus Financial Partners on September 1, 2007 prior to the Great Recession. Mr. Dion was the Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which he founded with Summit Partners in 1988. LTCH went public in 1992 and was acquired by Textron Corp. "TXT" in 1999 for $183M of cash consideration. Don was the Executive Vice President, C.F.O., shareholder and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988. Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982. After law school, Mr Dion was employed as a tax and estate planning lawyer with the Boston firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983. Recently, Don has been spending some of his time researching and strategizing about IPOs, building on his prior experience of successfully taking companies public and six strong years of U.S. IPO returns (2009 to 2015). Mr. Dion can be reached at firstname.lastname@example.org.
Blogger on Seeking Alpha
Ranked #61 out of 5,308 bloggers (#154 of 9,385 overall experts)
290 out of 495
If you copied Don Dion's ratings since 2013 and opened each position for the duration of 1 Year , then 59% of your transactions would have been profitable with an average return of +7.7%.
I am a military officer in the Republic of Korea with 15+ years of personal investing and trading. I gained my knowledge through family and personal research, and remain a long-term horizon investor. I focus primarily on a buy and hold mentality, often DRIPs, while accumulating cash reserves to use for purchases on stock price dips. My main sector is consumer staples, but I do look for long-term growth stocks and growth stocks bound to become value stocks.
As a note, I use a pen name due to the position I hold in that it would cause tension/friction within my organization to publish here, even as my opinions do not in any way represent those of the Department of Defense.
I am Howard Klein, Publisher and Publisher of THE HOUSE EDGE casino investment site on SA.
For 30 years I held senior vp and exec VP positions in major casino hotel operations among them Caesars, Ballys, Trump Taj Mahal and have done extensive consulting assignments for many others in the US, including the native American property Mohegan Sun, in Connecticut.
I have also done special projects for Caesars Palace in Las Vegas. I was the founder and publisher of Gaming Business Magazine, first ever publication covering the gaming industry and have written extensively about the industry. My two books are presently sold as
Kindle ebooks on the Amazon site:
MASTERING THE ART OF CASINO MANAGEMENT and
THE GREAT AMERICAN CASINO BAZAAR.
I have appeared on industry seminar panels and on national radio and television discussing
various aspects of industry growth.
I am a graduate of NYU's Stern School of Business and did work toward a Master's degree in economics
at the Columbia School of General Studies.
MY INVESTMENT STRATEGY:
Due to the necessities of my casino consulting business which encompasses many top gaming companies, I have placed my own gaming portfolio into a blind trust over ten years ago. At that time I instructed my money manager(who is a former industry colleague herself as well as a corporate lawyer and money manager) to follow my gaming investment strategy along these lines.
1. I am a value investor first. Knowing the industry in depth I am able to plumb opportunities and problems others cannot see. Mostly I like to identify price ranges over given periods where I believe the market is asleep and I can buy in at the lowest possible risk.
2. I am a strong believer in management quality. Knowing so many top people in the industry allows me to evaluate which ones I believe have the "right stuff" to move a stock and which are populated by corporate drones.
3. I have instructed my manager never to trade on sugar high spikes in earnings or news per se but use the "string theory" I have developed which in brief, follows a skein of news and earnings releases over set periods of time for each stock and then move in or out.
4. I have instructed her to keep the portfolio diverse with holdings in four basic areas: Casino stocks in Las Vegas, Macau and the regionals, gaming tech stocks with real moats not just cute apps.
Overall I have done immensely well and share my views with SA readers and more specifically with strong recommendations and gaming stock strategy analysis based on my network of industry contacts for subscribers to my SA Premium Site: THE HOUSE EDGE.
Former long-time business editor of major US women's magazine and contributing editor at dozens of different "trade" and consumer publications. Author of over 3,000 print magazine articles in past 30 years.
Penn Ph.D., centrist Republican.
Please visit my blogsites:
Baby Boomers-The Angriest Generation http://angriestgeneration.wordpress.com
The Rest of U.S. (for and about political Centrists) http://newcentristera.wordpress.com
and my brand-new blog about Markets:
Capital Punishment-Markets Through the Looking Glass http://marketslookingglass.wordpress.com
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.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
I've found over time that most investors seem to ignore the beauty of investing in growth companies, which is one of the reasons most investors never become successful. My desire is to dig to unearth awesome growth companies and educate investors about them. This, in my opinion, in the surest way to becoming a successful investor.
Here's to a world of successful investors! :)
I am Seeking Alpha's CEO and Editor-in-Chief. My love for the stock markets goes back to when I was a kid. Who else remembers combing through the stock quotes at the back of the business section of your local paper?
I joined Seeking Alpha in 2006 and launched Wall Street Breakfast and Market Currents, our top-of-class short-form breaking news for investors. In 2010 I became editor-in-chief and in 2015 I became CEO.
I live in Jerusalem with my wife and a bunch of exceptional kids. Most days, you'll find me making the commute from Jerusalem to Raanana. Occasionally I get to work from my home-office, from where I keep an eye on the beautiful Judean Hills.
To contact me, send me a direct message, or email me at email@example.com.
Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.
Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them: Apple, Google, Coca Cola, Walmart, GE, Ford, Gap, and others.
This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time.
Consider these questions:
•What % of Apple's stock price is iPhones? (Q: Is it 5%, 25%, or 50%?)
•What % of Dell's stock price is Dell Notebooks?
•If Bing took half the market share from Google Search, what % upside could there be for Microsoft’s stock?
On Trefis you will get answers to questions like above.
You can play with assumptions, or try scenarios, as-well-as ask questions to other users and experts. The platform uses extensive data to show in a single snapshot what drives the value of a company's business.
Trefis makes the same content, data, and tools that are currently available only to professional investors today, accessible to everyone. Importantly, it makes the extensive data/tools easy to use and understand, allowing investors to leverage the platform in their decision making much more efficiently than anything else available.
Trefis is currently used by hundreds of thousands of investors, company employees, and business professionals.