David Kugelman is the President of Atlanta Capital Partners, LLC, a private equity and investor relations consulting firm, and the Publisher of the small-cap stock newsletter, OTC Stock Review. Mr. Kugelman has been in the Investment industry since 1986 and has held the National Association of Securities Dealers Series 7, 24, 63, and 66 licenses, as well as the Certified Financial Manager designation. In the past, he has worked for Thomson McKinnon, Bear Stearns, and Merrill Lynch, as well as two regional Investment Banking Firms. In addition to managing investments for both individuals and corporate clients, Mr. Kugelman structured transactions servicing middle market institutional funds by providing corporate clients access to public financial markets including external funding, strategic alliances, restructurings, acquisitions, and business strategy formation. At Merrill Lynch, Mr. Kugelman was a Financial Advisor and Investment Advisor Representative working mainly with middle market institutional funds, corporations, family offices and Defined Benefit plans. Acting in a financial advisory role, he specialized in retirement and estate planning, tax and asset strategies, philanthropic vehicles, and banking and lending services. A fondness for the pursuit of growth-stocks prompted Mr. Kugelman to leave Merrill Lynch in February, 2003 and found Atlanta Capital Partners and the OTC Stock Review. As President of Atlanta Capital Partners, LLC, Mr. Kugelman has provided strategic business planning and public relations services to a diverse number of small and large public and privately held companies. Drawing on close to 30 years of contacts in the investment industry, Mr. Kugelman has carefully built relationships worldwide with Retail Brokerage Firms, Investment Bankers, Analysts, Fund Managers, and Independent Investors by introducing them to undiscovered opportunities. This has resulted in the introduction of more than $200 million in funding and increased investor awareness for many public and privately held companies. Today Mr. Kugelman is regarded as an astute corporate finance specialist and valued asset to many small companies seeking to raise funds in the US or International equity markets. As Publisher of the OTC Stock Review, Mr. Kugelman frequently lectures on small-cap stocks and growth companies. He has lectured extensively for brokerage firms and investment clubs, as well as being featured in numerous publications. The OTC Stock Review uses a Bottom-Up approach to investing by focusing on a specific company rather than on the industry in which that company operates or on the economy as a whole. The OTC Stock Review looks for pure plays on fast-growing, microcap companies with less than $250 million in market capitalization. The print version is extremely high quality, 8-pages with a magazine like appearance. Registered as a periodical with the U.S. Library of Congress, our ISSN Number is 1939-3113 for our printed publication and 1939-3121 for the online version. Using a combination of fundamental and technical criteria to identify growth stocks with tremendous upside potential, OTC Stock Review boasts numerous stock picks with returns between 25% and 1,000%.
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.
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.
Ive been an active trader/ investor for over 20 years. I have a bachelors degree in both accounting and business administration. Currently I assist in managing multiple investment firms with various long term investment decisions.
Joseph Levy is a Certified Public Accountant in the states of New York and New Jersey. For more than 20 years until 09-1-2000, he was the principal owner of an accounting practice that provided forensic accounting services to the Insurance Industry. After selling the accounting practice on 09-01-2000, Joseph Levy became the General Partner and Portfolio Manager of LLG Equities, LP, which is a hedge fund that specializes in investing in publicly traded micro-cap stocks. Joseph Levy is a Trustee and the Portfolio Manager for the High IntenCity Corp. Pension Plan, which invests primarily in publicly traded mutual funds and ETFs. He is also the Chairman and Treasurer of High IntenCity Corp., which is a privately owned and operated family business.
Email Joseph Levy at email@example.com.
N-Viro International Corporation, founded in 1993 in Toledo, Ohio, is a technology, service, and process handling firm specializing in resource conversion. For over a decade, the company has been a leader in the process conversion of bioorganic materials. N-Viro International Corporation integrates advanced technology with 21st-century design for successful commercial application of its renewable energy product, N-Viro Fuel™.
The N-Viro International Corporation industry brand recognition, strategic alliances in the United States and in the international marketplace and patented technological innovations are its distinctive assets; its vision is to produce a renewable energy resource to sustain a green energy future. With more than two decades of management experience, N-Viro International Corporation is poised for the commercial application of its renewable energy product, N-Viro Fuel™.
Have been an investor for 60 years. Last 20 years have concentrated on biotechs. Have been senior exec with Shell and ITT before retiring 30+ years ago. My working areas were finance, informatics and international management. Taught MBA courses in management, informatics and communications. Speak French and Spanish plus some German.
Wisdom vs. Information does not imply that I believe I am wise; I humbly seek to distinguish between plentiful information and rare wisdom. I am a reformed lawyer and serial entrepreneur, with a few years of oil and gas industry experience as well. I am a disruption nerd, constanly searching for innovation that will be disruptive. Evolved computing and chips and software that enable "The Cloud" transition are my current focus.
Ecology must mesh with economics to be relevant. Pollution is a natural byproduct of all plant and animal activity; increasing pollution by increasing consumption while-fighting-pollution is the history of the last 30 years. Consumption is worse for the ecology than pollution.
The greatest gift God (mother nature, evolution, The Allspark, whatever one chooses to worship) gave us is free will: fight for it by using it! No one can 'give' you freedom.