Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
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
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Dale Roberts is an Investment Funds Associate with Tangerine Investment Funds Limited, a subsidiary of Tangerine Bank wholly owned by Scotiabank. My articles are for information purposes only and do not constitute investment advice or an offer or the solicitation of an offer to buy or sell any securities. These articles are my personal opinion and are not those of Tangerine Bank or its subsidiaries. Remember past performance is not guaranteed and may not be repeated. Investment strategies are not suitable for everyone and you should always conduct your own research or speak to a financial advisor.
Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.
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.
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After 25 years as an executive in the financial services industry -- and a dozen more years split between the high-tech industry and the public sector -- I left to pursue endeavors that were more fulfilling on a personal level and more contributory on a societal level.
When people ask what I do, I often say that "I dabble." That's only half facetious. I have a lot of interests and feel liberated by no longer being tied to a corporate title (though technically I am President of an investment advisory firm, I-Pension LLC, in which I am a co-owner).
I've always been -- and have always wanted to be -- a writer. I've written dozens of articles for magazines on topics ranging from the physiology of sweat to Lincoln's attempt to hire Garibaldi to head up the Union army. My book topics are equally varied:
-- "Walden 3.0: A Dystopian Romance" (Erewhon Press, 2011): a novel introducing a utopian community with a range of cultural attributes and belief systems that will alternately delight and dismay pretty much everyone.
-- "Your Nest Egg Game Plan" (Career Press, 2009): a how-to guide, co-authored with Prof. Craig Israelsen of BYU, designed to help middle-income investors make the most of their savings by focusing on diversification and low expenses.
-- "Marketing for Rainmakers: 52 Rules of Engagment to Attract and Retain Customers for Life" (Wiley, 2009): a collection of business-building and loyalty-inspiring marketing ideas to help build a business and a personal brand.
In addition to writing, I'm an adjunct professor at Boston College where I teach at both the graduate and undergraduate level. I've found this interactive dialogue with young minds to be the most enjoyable and rewarding work of my career.
If there's one common element to my diverse experience it's a focus on translating complicated subject matter into language that is simple and understandable. I like to put myself in the place of the client, student, or reader and craft messages that resonate and motivate.
I have been investing in individual stocks and mutual funds since the mid 1980's, with a focus on options (mostly covered calls) since 2009. I also invest in residential rental real estate.
John is a lawyer and accountant with over three decades of corporate finance, due diligence, M&A advisory and related legal services for manufacturers, innovators and investors in the energy storage and renewable energy sectors.
Over the last eight years John has earned a global following for his articles on the energy storage and alternative energy sectors. He has contributed to AltEnergyStocks, Seeking Alpha, The Street, NASDAQ.com and Batteries International Magazine and InvestorIntel.
John is a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. He was admitted to the bar in 1980 and licensed to practice as a CPA in 1981. John’s diverse experience in corporate finance, natural resource development and energy storage give him a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges of the battery industry.
I am a full-time trader and investor for my own proprietary accounts only. I have no direct or indirect interest in attracting clients of any kind. My primary investing interests reside in the equity markets of the US, Norway, Canada, Australia, and Singapore, with overweight positions in natural resources and energy-related companies.
After earning an MBA from the Harvard Business School, I held assignments in marketing, and later in line management, at several of the world's largest financial institutions. After the 2008 economic crisis, I also tried to help reform the U.S. lending industry by advancing the cause of covered bonds as an alternative to mortgage-backed securities. Those efforts included co-founding a specialized online news publication.
As you read my postings in Seeking Alpha, please bear in mind:
1) I describe what I am seeing from my own vantage point. My expression of views is not intended as "advice" to anyone. Not SA readers. Not friends. Not family members. I have never told anyone to buy, sell or hold anything in particular.
2) Any thought or opinion I share is solely with the intent to help a reader arrive at his or her own conclusions. My only motivation is to "give back" stock research ideas, in appreciation for what I have learned from so many SA commenters and authors.
3) I always make clear in comments when I have a long position in a stock. If I sell a stock I have commented on because I have developed new doubts about it, I try to make a new comment to that effect somewhere on SA. I am also direct about positions which I hold underwater. I do not take short positions on individual stocks.
Ms. Fiakas is an experienced investment professional with a diversified and successful track record as a research analyst and as an investment banker. Her career includes experience in all aspects of the equity capital markets with particular emphasis on emerging growth companies operating in technology, energy and conservation sectors.
Ms. Fiakas is Managing Member of Crystal Equity Research, LLC. Visit the Crystal Equity Research site: CrystalEquityResearch.com (http://www.crystalequityresearch.com/)
Protecting and preserving capital over the long term is more important than growing capital. Particularly devoted to researching cheap stocks of high quality companies, GARP stocks, Magic Formula names, and stocks trading below intrinsic value. Participate long only without hedge when overall bull market is trading for a CAPE under 15 (Tobin's Q under .8X) or when blood is in the streets (not dip buyers), but strive to cut losers early when the facts change and refuse to marry long or short positions unless a "holding period of forever" makes sense. Hunches must be backed up by disciplined systems.
In fully valued markets, we prefer hedging via index options and light commodity trading/trend following. Not interested in participating in latest fad or bubble. Prefer to short the bubble, but only after evidence suggests the bubble has popped.
Prefer to hedge any long positions in frothy markets utilizing a balanced long short equity approach in fairly valued markets. In undervalued markets, we need confirmation from market conditions and valuations in order to invest 100% long (or more) using in the money call options for leverage. Covered calls, calendar spreads, and other options strategies for capturing theta decay.
Cut losers on short side by using ITM put options instead of stock, trend following strategies if trading commodities (for diversification). Fundamental analysis but also technical analysis. Mathematical, disciplined trading strategies. Strive first off to be right about the overall direction of the market (bull or bear). Hold lots of cash when people are being greedy.
Nothing we publish here is a recommendation to buy or sell any security. Please consult your financial advisor before buying or selling any security.
Five Plus Investor is business owner and an avid follower of the stock market, managing seven different types of portfolios for family and friends. Five Plus Investor invests in multiple types of investments, with the goal of achieving relatively high dividend yield that has a reasonable margin of safety. She enjoys contributing to Seeking Alpha as she has time, with her core audience being new investors and retirees.
Tim McPartland is a private investor with over 45 years of investment experience. Additionally he is the editor, and former owner, of The Yield Hunter, a website devoted to the hunt for income producing securities of all types, but in particular specializing in preferred stocks, exchange traded debt and Master Limited Partnerships.
After being an active investor on and off for almost 20 years, I left my position as a senior management and information-technology consultant in 2004 and built a career trading equities and options. I began focusing on market-neutral options strategies for generating monthly income in 2006 and currently trade a portfolio comprising long-vol, short-vol, and vol-neutral options spreads. I spent four years as Chief Analyst and Trading Strategist for the Calendar Options newsletter, which was sponsored by Condor Options (www.condoroptions.com). In addition, I publish The Volatility Trader blog and am a Seeking Alpha contributor. I hold a bachelor’s degree in mathematics from the University of Pennsylvania, and currently am serving as treasurer and vice president of a small non-profit organization.
Technology and business consultant, who invests in Canada Europe, Australia, and USA. Deep financial sector and financial services experience from both business and technology perspectives. A do-it-yourself income investor, who is always evaluating and seeking high-yield and long-term, long positions.
As director of research at Portfolio123, I have long specialized in rules/factor-based equity investing strategies of the sort characterized as “Smart Alpha” in the July 2014 Journal of Portfolio Management. In addition, I formerly managed a high-yield fixed-income fund and conducted research involving quantitative asset allocation strategies such as are at the foundation of what today has come to be known as Robo Advising. I formerly edited the the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line. I have long had a passion for investor education, which has resulted in my having conducted numerous seminars on stock selection and analysis, and the authoring of two books: Screening The Market and The Value Connection.
Steven Bulwa is an investment analyst with a focus on new developments in science, technology and medicine and the companies poised to benefit. He has contributed to TheStreet.com, Realmoney.com and SeekingAlpha.com, BusinessInsider.com, Mediaite.com and HuffingtonPost.com among others. Steven has actively followed developments in technology for over 20 years, working with a scientific advisory board to validate potential investments. Early in his career, as a musician and recording engineer, Steven recognized the importance of the shift from analog to digital recording. This inspired his first stock investment in a company providing hardware and software solutions to television news providers converting to a digital video environment. The success of this investment inspired Steven to continue to delve into yet-to-be recognized investment opportunities in technology. While writing for thestreet.com in 2006, Steven was one of the first analysts to identify the explosive investment opportunity of 3D Printing. At the time he wrote articles about Stratasys(SSYS) and 3D Systems(DDD). Steven's picks like Nuvasive(NUVA) were also featured on Jim Cramer's Mad Money on CNBC. He has also acted as a consultant to companies looking to acquire new technologies including nanotechnology.
A practical investor, Steven also called the demise of the housing and mortgage markets after listening to one of Ben Bernanke’s early testimonies while simultaneously learning of Bank of America’s efforts to proactively renegotiate troubled home loans. In our capitalist economy, companies only renegotiate out of desperation, trouble was obviously coming!
Technology now evolves so rapidly that there are always great new technology companies with tremendous growth potential to invest in. Big cap tech's strongest growth is past, Steve wants to help you invest in tomorrow’s Apple,Google, or Microsoft.
I am a value investor specialized in analyzing small/mid-cap companies and good at identifying under-valued fast growing companies.
A believer of value investmenting and a follower of Warren Buffett, Charles Munger, Peter Lynch and John Neff.
Andy Li, Ph.D, CFA, FRM is currently an active investor and works for a global financial institution.
I am the Executive VP of Zacks Investment Research in charge of Zacks.com and all its services for individual investors. I have a top down investment approach with a focus on value and upward earnings estimate revisions. And there is nothing I enjoy more than sharing insights with fellow investors.
Interactive Brokers' Traders Insight is a free online blog drawing together financial market commentary from an array of industry contributors. Exchanges, mutual funds, investment companies and IB analysts provide coverage across stocks, options, futures, forex and fixed income. Visit: Interactive Brokers Group (https://www.interactivebrokers.com) Contact: email@example.com
Greg Donaldson is the Chief Investment Officer of Donaldson Capital Management, an Indiana based firm with assets under management of $1.2 billion. He has been in the securities business since 1975 and has founded or co-founded three investment management firms. He is on the board of directors of St. Mary’s Health System. He serves on the Board of Trustees of the Memorial Trust Fund of Redeemer Lutheran Church. He is also a trustee of the Pumphrey Foundation. Greg graduated from Purdue University with a BS is Economics in 1970. Greg is married with two children and resides with his family in McCutchanville, a suburb north of Evansville, Indiana.
Kevin McElroy is a top rated commodity researcher and analyst specialist at Wyatt Investment Research, with a targeted focus on short and long term investment opportunities.
He has worked in the investment publishing field for over three years alongside some of the world's leading commodity traders and analysts. He takes the complex futures and options trading strategies from the floors of the Nymex and the CBOT, uniquely combines them with economic trends and positions his recommendations in a way that any investor, from a straight long-term buy and hold investor to a sophisticated day trader can easily understand, implement, and profit.
Kevin constantly finds unique ways to profit from the ... "real stuff" like oil, gold, iron, corn – the energy, money, goods and food that the world constantly needs more of.
Kevin is the daily editor of Resource Prospector and a contributor to Energy World Profits and Global Commodity Investing.
Mariusz Skonieczny is the founder and president of Classic Value Investors, He is also the author of several books on investing including Why Are We So Clueless about the Stock Market, The Basics of Understanding Financial Statements, Due Diligence: How to Research a Stock, 100 Ways to Find Investment Ideas, Investment Wisdom and Gold Production from Beginning to End.
Richard is the managing principal of QVM Group LLC, a fee-based investment advisor based in Connecticut, with clients across the country. . QVM manages portfolios uniquely designed for each client on a flat fee basis through the client’s own accounts at Schwab; and provides investment coaching to "do-it-yourself" investors on an hourly fee basis. The investment approach is based on value, asset allocation, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and absolute and benchmark performance. Richard's extensive experience includes serving having served as a Board Director of Phoenix Investment Counsel, a U.S. pension and mutual funds manager, now Virtus Investment Partners (New York Stock Exchange: VRTS http://www.virtus.com); as Managing Director of Phoenix American Investment in London; and as a Board Director Aberdeen Asset Management PLC in Aberdeen Scotland (London Stock Exchange: ADN http://www.aberdeen-asset.com). He has been a Trustee of a $500 million pension fund, and was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree (NASDAQ: TREE http://www.lendingtree.com) prior to its IPO. He is a 1970 graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website. (http://www.qvmgroup.com). Follow him on Twitter: @QVMinvest
I have 10 kids and 28 grand kids with 3 great grand kids now.
I bought my first stock a good 70 years ago and have been trading dividend paying stocks and profiting from them for well over 50 years now. I sell when I think it is needed but I buy for the long term. I am somewhat of a bottom-fisher - I like to look for the deal on a company I want to own anyway.
I have traded commodities in the past, but I prefer to use ETFs for them instead of buying them now as they trade easier and make it easier to keep my two personal portfolios balanced overall.
In my Core Portfolio - I keep at 85% dividend paying stocks with a 7+ year record of RAISING them along with 15% Gold and Silver. I rarely sell these but spend time weekly on each one keeping up with the news and reports on them.
In my Speculation (or Exploration) Portfolio - I keep stocks that cut their dividend and were sold, but re-purchased them when they dropped to a point where they are attractive again. A trade sequence on these usually ends up with me having a zero-cost basis for the shares I kept and cash ahead also. I also keep stocks in this one that I know are trading in a channel so I buy low and collect dividends until they go back up to my target price and I - again - have a zero cost-basis and free stock when I sell. This is also where stocks that I have found attractive because of low value metrics and are trending up are kept for as long as I am in the trade. As Jesse Livermoore said "No stock is too low to sell or too high to buy." He made millions by following the trends and never lost money unless he went against his own disciplines. I try to keep that in mind with my trades.
I have had a wide range of jobs in my lifetime - Law Enforcement, Professional Gambler and Gold Prospector among them. I use my experience to help me figure out what comes next.
Friedrich is the name given to our algorithm for analyzing companies that trade on the global stock markets. In creating Friedrich we concentrated on analyzing each company’s Main Street operations through various established ratios, along with our own unique ratios that we developed over the last 30 years. What we came up with is a final "Main Street" price per share based on Generally Accepted Accounting Principles (GAAP), which is a framework of accounting standards, rules and procedures defined by the professional accounting industry, which has been adopted by nearly all publicly traded U.S. companies. We feel that our Main Street price result is what each company would need to trade at in order to be attractive to a businessperson on Main Street looking to buy at a bargain.
Since the only constant in the universe is change, the results for each company fluctuate by varying degrees. No company is an island unto itself, but each operates in a world of constant change and at times in areas where Chaos is the norm. By analyzing a company’s Main Street operations over time, Friedrich is able to give the potential investor a decade long analysis (opinion) as well as offering a Trailing Twelve Month (TTM) analysis (opinion), as well. Thus our readers will not only get as close to a real time view of operations on Main Street as is possible, but then can measure the consistency of the company’s operations over time to determine if s/he should invest or not.
Through our Friedrich algorithm we can analyze ten years of Balance Sheet, Income Statement and Cash Flow Statement data for each company all at once and generate one final result in seconds. Friedrich was designed to be ultra-conservative and thus will cut zero slack to any company under analysis and will do so with zero emotion. Companies must be exceptional in order to get an attractive Main Street valuation and the ideal investments according to our backtesting are the ones that have been consistent over time.
By being so ultra conservative Friedrich is designed to identify bargains that Wall Street investors may have overlooked. Companies shares may trade on the stock market but the companies themselves operate on Main Street, so Friedrich is designed to generate a Main Street price per share first and only then does he go to Wall Street and see the price for which Benjamin Graham’s “Mr. Market” is offering the shares.
Asif Suria is an entrepreneur and investor with a focus on event driven strategies including merger arbitrage and insider trading. He publishes a weekly post that includes the latest mergers and highlights the largest spreads. He also publishes a weekly post that highlights the top 5 insider purchases and sales of the week. Asif is also one of the earliest contributors at Seeking Alpha and has been regularly contributing content since 2005.
I am an independent investor writing at Scott's Investments (http://www.scottsinvestments.com). My site is dedicated to discussing and publicly tracking historically successful investments strategies and sharing free investment resources. I emphasize empirical, historical, and quantitative analysis, portfolio strategies for individual investors and technical analysis.
I have quickly become a highly-rated site on Investimonials, http://www.investimonials.com/blogs/reviews-scottsinvestmentsgmailcom.aspx
I'm the Director of Research at Wonder. Come check it out (askwonder.com)
Previously, I worked for Seeking Alpha from 2008-2015. During that time, I was involved in building out the PRO and Marketplace subscription platforms, and also spent time writing 'Wall Street Breakfast' and writing for the Breaking News team.
Before joining Seeking Alpha, I co-founded a (short-lived) start-up for crowd-sourced angel investing and worked in the private banking division of a boutique bank. I've got an M.Sc. in applied economics from Georgia Southern University, and a B.A. in economics from Brandeis University.
My husband and I live in Israel with our two children.