JHB -GROWTH - RIA means James H. Bartolero, CFA CIC.
I am a Fiduciary only adviser
for Trusts & Estates.
I recommend and use a few American Industrial product companies that grow their dividends and
capital for long-term savers in separately managed accounts; the record is good for 25 years.I am a Contrarian and Deep Value Investor; registered in FINRA.
I have been a good seller of securities for Conservative Investors to create peace of mind for all parties.
The Sova Group is a private investment fund managed by Matt Brice. As principal of The Sova Group, Matt Brice has been managing investments since 2009. Prior to founding The Sova Group, from 2007 until 2009 he worked as an associate attorney in the Mergers and Acquisitions group of Debevoise & Plimpton LLP, an international law firm based in New York City. Mr. Brice holds a B.A. in Philosophy from Brigham Young University and received his law degree from Columbia Law School.
I have a diverse background—as a financial journalist, resident physician, mixed martial artist, painter, entrepreneur, chemistry instructor and web developer—that enabled me to pioneer the “Integrated Investing Research” approach.
I provide consulting to clients, both the retail and professional investors. I accurately forecasted many clinical trials, such as the Flint Trials for Intercept, the Ascend Trials for InterMune and the Affinity Trials MannKind, just to name a few. Through Vincata Enterprises, LLC, I helped many clients to unlock substantial values for their investments.
As an expert in biopharmaceutical analysis, I am also more than capable of analyzing any other industries. Though not shown on Seeking Alpha, I have picked an aggregate basket of outperforming stocks.
Investing in biotech is highly risky, but it can be quite rewarding when investors have an edge in data analysis. Physicians who are rigidly scientific tend to lack the analytical prowess of financial experts. Conversely, financiers usually do not possess a physician’s medical expertise. Likewise, scientists are skillful in data analysis; yet they might not be familiar with a physician’s prescribing patterns, which is a requisite to successful biotech investing.
You can visit my website at https://www.retailinvestor360.com for business inquiry.
I'm an individual investor with 20+ years experience trading equities and options. I believe one of the most critical things for any self-directed investor (or trader) is a thorough understanding of risk management and the appropriate (& timely) use of hedging strategies.
I retired as CEO of an Automotive Parts supplier, and manage an investment portfolio for myself and family. I have a BA in History from Royal Military College of Canada and an MBA from the University of Western Ontario. My first career was as a fighter pilot in the RCAF, and, following my MBA I joined McKinsey & Company, Inc. leaving them for Canadian GE. I left CGE as a Vice President in 1984 and founded The Enfield Corporation Limited ("Enfield") which grew from 243 employees in 1984 to over 10,000 in 1989 when Enfield was taken over and I was replaced as CEO. In 1989, I acquired control of Algonquin Mercantile Corporation, renamed Automodular Corporation in the late 1990's when I turned it to focus exclusively on automotive parts sub-assembly. Along the way, Algonquin turned a few ageing drug stores into Pharmx Rexall Drug Stores Ltd., sold to Katz group in 1997 and today a major Canadian drug store chain. I have been a private investor since 1971 both directly and through a private company controlled by myself and members of my family.
"One of the best ways to do well in this business is to go to areas that have been unexploited by research capability and work them for all you can." -Julian Robertson Managing partner of the Schildpad & De Haas partnerships. Seeking Alpha PRO contributor since the library's inception in 2013. A special selection of investment ideas is available through the Exclusive Research service.
I am an independent stock analyst that has been hunting for the best bargains for as long as I can remember. My academic background is in economics, technology, pharmaceuticals and biotech. I am most interested in the macroeconomic and microeconomic factors that impact the technology and pharmaceutical sectors. In my free time, I enjoy traveling abroad and learning about other cultures.
Jason Merriam is publisher and editor of the Merriam Report providing innovative financial analysis based on dual cash-flow, accruals and capital productivity methodologies. An active investor for 35 years, he is also founder and president of Merriam Investor Services since 1990. MIS offers portfolio analysis and investment research services to institutional and retail investor clients. Prior to MIS, Jason was managing partner for Beach and Sea Group, a San Diego based investment LP. Merriam studied corporate finance and accounting with Robert J. Westervelt, retired senior VP of Finance at Warner Lambert and Pfizer. As Mr. Westervelt's intern, Jason assisted and was responsible for financial statement analysis, evaluation of earnings-quality, credit/liquidity/dividend assessment, etc. This opportunity allowed Jason to advance his research of the novel dual cash-flow methodology (based on the pioneering work of Harry Ernst and Jeffrey Fotta in the 1990's). Jason has 22 years experience in active portfolio management and asset allocation. Media appearances include: CNBC, MarketWatch, New York Times and San Diego Union Tribune. Visit his blog: www.merriamreport.blogspot.com
I am a chemist by trade and an Austrian Economist by study and love discussing the capital markets and take a qualitative approach to global monetary trends and a technical, quantitative approach to trading. My current focus is on emerging markets of Southeast Asia as well as gold and strategic commodities.
Feel free to find me on:
Hewitt Heiserman Jr. conceived the Earnings Power Chart, which is the subject of his book "It's Earnings That Count" (McGraw-Hill, 2004).
Mr. Heiserman is a member of the Boston Security Analyst Society and the CFA Institute. He has been quoted in TheStreet.com, The Wall Street Journal, BusinessWeek, CBS MarketWatch, Business 2.0, Better Investing, The Motley Fool, Complete Growth Investor, Barron's, and the Haverford Trust Company Adviser.
Mr. Heiserman has spoken to the New York Society of Security Analysis, the Boston Security Analysts Society, Babson Investment Management Association, the American Association of Individual Investors, Fidelity Management & Research, Complete Growth Investor, Bryant College and Franklin-Templeton Group on "Ben Graham and the Growth Investor." He also serves as an instructor for Gerson-Lehrman Group.
A stock-picking screen Mr. Heiserman created for Motley Fool based on methods described in his book has turned a hypothetical $10,000 investment made at the beginning of 2005 into $32,000 at the end of 2009, excluding taxes and trading costs, or 26% annualized. In contrast, a $10,000 investment in the S&P 500 grew to just $10,321, or 1% annualized. To learn more, click here: http://www.fool.com/investing/general/2009/12/28/let-scrooge-make-you-rich.aspx
Mr. Heiserman graduated from Kenyon College with Distinction in History. He was also awarded Kenyon's Faculty Award for Distinguished Achievement. Mr. Heiserman is vice-president of an open land foundation. An Ironman triathlete finisher (Lake Placid, 2010), he qualified for and competed in USAT's 2012 age-group national championships. Mr. Heiserman is an Eagle Scout and Order of the Arrow recipient. He has climbed the Grand Teton and Mount Rainier, and has also bicycled across the United States.
In 2014, Columbia University will publish Mr. Heiserman's second book, The Checklist Investor. Mr. Heiserman also publishes Checklist Investor Quarterly, which shares the Internet's latest and best tips for improving stock-picking success.
Alex Lega is Head of Investment at an independent financial company
Mr Lega was formerly working for a large Investment Bank in London where he was advising institutional clients on complex structured products strategies and various investment opportunities. In 2006, realizing how Europe would reach a dead end sooner rather than later, Mr Lega decided to bet on Asia and left the UK for the "tiny" (yet vibrant) city state of Singapore. Over the past 5 years, he has developed a strong network in Asia allowing him to gain in-depth knowledge of the culture and economics of the region.
Since, Mr Lega has been known for pragmatic and accurate warnings on the UK and the US economies, his bullishness on Asia and for calling the rise of Commodity prices, Asian Equities, Real Estate and Intellectual Property.
Peter Geschek is a freelance writer, investor and the publisher of www.medfrontiers.com website. This is a site for medical innovation news and clinical trials news. Short, concise, important information about the latest is biotech and pharmaceuticals.
Bert J. Wilkison, of Chicago, IL, is the CEO and a Managing Member at Kinetic Investments, a subsidiary of Wilkison Financial, LLC. He is also an active pooled funds manager who enjoys stock picking, trading, ETF strategizing and finding long-term value plays ahead of the ever-evolving markets. Lastly, he handles intricate and involved corporate negotiations, as a third party, on a commission basis.
Follow him on twitter @KineticInvestor or e-mail him for additional commentary at firstname.lastname@example.org.
Areas of focus: Gold, Mining, Oil/Nat Gas, Rare Earth Elements and Metals, Healthcare/Biotech, Energy, Tech, ETFs, Consumer Goods, Utilities, and Services.
David is a Global Business Honors student at Fordham University, majoring in Applied Accounting and Finance with minors in Mathematics and Theology. David and his friends founded Royal Note Capital Management after they decided to invest in call options on Greek Shipping companies. He spends his summers day trading and has been an active trader for three years now. He is interested in technical analysis, but also has a buy and hold portfolio which he built following principles of fundamental analysis and value investing. David can be contacted at email@example.com.
Self-taught, quick learner, 40/60 investor/trader.
I enjoy the quality content on this site and the willingness to contibute but there is a wide range of knowledge and quality that should be obvious, with some writers being either unknowledgeable to begin with or having a conflict of interest that makes their bias' obvious I find the best content are often the responses from other retail investors.
Also though, there are my handful of favorites whose articles are very well thought out, relevant, and the obvious product resulting from much hard work and a sincere desire to inform to which I am very grateful.
Caution: NEW INVESTORS should be aware of this range in quality that exists and be careful not to gravitate to poorly conceived articles that happen to provide verification of your own "hypothesis" for any type of equity!! Never use this forum or any other as the single source for an investment decision unless you are ok with losing big on a hunch or spectacular claim.
Personality: Mellow, modest guy. Don't get into a lot of testosterone being tossed around, but it's interesting to read. Usually well mannered and have no "automatic" axes to grind except I can get worked up by those with extreme political views in addition to intolerant, ignorant viewpoints rigidly held in spite of irrefutable facts that invalidate their position (either regarding investing or just life in general) and now and then, I just HAVE to respond. And always against my better judgement, as there is no persuading these types, which is why they are that way to begin with!! :-)
I'm admittedly no pro and am well aware of how much I don't know which is usually the case I find when I begin intense study in a new area of interest. I let my trading outcomes speak for themselves regarding what my knowledge achieves or when my methods don't work.
Attention to risk management is priority numero uno and the topic fascinates me. That doesn't mean I avoid risky, volatile assets. Just that I allocate using my rules and limit my max loss to known, fixed amount according to my rules.
Always enter positions with entry and exit points determined prior to making it.
Look at ways the newer positions complement other strategies I have put on, using inventory approach for total portfolio all related to Greeks. I work from month to month with each monthly expiration cycle a new set of positions or rolled over, profitable ones.
Big believer in journaling to remind me of my rules and to insure learning from my errors.
I like using options to increase income, speculation, and less often protection/hedge and then, for entire account vs stand alone positions.
Futures is slowly being incorporated into options account, but so far I'm not active and am receiving education through books, webcasts etc while trading paper money account. Ditto for FOREX.
I have a penchant for high probability trades regardless of other factors not related to the underlying. Love time decay and rarely do a trade with --- neg theta.
I limit my positions to number of contracts that expose equal percentage of portfolio on each position using worst case scenario as criteria, which further mitigates risk since I rarely if ever allow for that to occur
I ltrade spreads of all types with known risk/reward and look for volatility skew in underlyings to setup a selling position i prefer selling over buying in most cases, but not an absolute.
I trade underlyings I know well and others I don't. But only interested in highly liquid, 0.05 increments with rare exceptions.
Very interested in and use "the Greeks" for management of entire portfolio vs any one position in a vacuum.
Always trying to learn more and try different strategies. I like legging in as a strategy for building mini-portfolio for a larger, "core" position of the month.
Rarely trade outside of 3 month range, except synthetic positions, which I use somewhat infrequently.
Manage winners and losers with my "rules" and consistently following them.
I have come quite a way considering I am now self-managing 2 growing portfolios. Freely admit that my years of experience is not long, but my voracious appetite to learn and improve my skills is compensating for that, at least so far.
I'm not afraid to pull the trigger and try an idea that meet my criteria, and as a result, I have anywhere from 15-20 option positions open at a given time.
I prefer a variety of small positions (5-10 contracts including all legs per position) in various underlying ETF's or stock vs a few, larger allocations. That means about 150 contracts/month, more or less, making me a VIP with my investment broker!
Also, have been trading the weekly options for very focused plays such as earnings or other anticipated events where a big move is likely on an already volatile underlying.
Generally seeking overall delta neutral but also sell naked puts and add long stock positions for short time frames (until goal is met or max loss occurs) and always trade covered calls and/or sell puts on long positions I acquire. in fact, that is primary condition for owning long stock.
I use 6% as cutoff for max loss on anything (IBD recommends 8%) and feel this may very well be the most important rule to a healthy overall portfolio P/L outcome (along with allocation for any given trade).
Use long option only positions rarely with little patience for downside losses if hypothesis doesn't materialize as expected and quickly. Look for opportunities where I estimate 50-100% gain, and exit right away when goal is met. These plays are definitely the most speculative trades I make, and usually at lower cost basis than typical position.
One of my special interests (of several) is the psychology of the market- all of the various players, their mindsets and motivations while most importantly, paying attention to my own emotional reactions.
Currently developing a scale that I'm using to test accuracy of my "self perceived emotional influence" rating to all trades made with future, ambitious plan to compare results of P/L and other possible, so far unknown correlations to the "emotional influence" rating that I assign each entry, adjustment and exit (subjective, I know). The range is a simple 1-5 with 5 being "highest emotional influence".
I'm pretty good at understanding my state of mind in relation to the range of emotions I experience daily for any given situation (at least I hope I am!!!)
I also am manage an all ETF portfolio, separate from options account and look forward to seeing the results of the two very different approaches on an annual basis. ETF portfolio is managed somewhat actively on my part but usually holds passively managed products. Active BTW, for this account means 1-3 trades/week, and am still looking for right balance between trusting a diversified, non-correlated basket and letting it perform without much interference except monthly analysis (despite daily monitoring-I cant help it!!) which is challenging for me, vs more active rotation into and out of sectors, investment products available, on a monthly or even more frequent basis which I am currently doing. I re-balance using the concept of equal weight to all core holdings and smaller but equal weight to "specialized" products I take profits and always DRIP! I add to underperforming positions with occasional new addition for total of 8-10 ETF's. I use bond funds (treasuries, corporate, munis, international and hybrids of each) country and sector specific ETF's, occasional short term use of inverse and/or highly leveraged products (like VXX, SDS, HDGE, FAZ -but these I am more likely to trade in option account and are never a holding in typical sense) and market weight index funds including US, deveolping and developed foreign markets, with representation range from micro-caps to mega cap and all in between. Try to take advantage of liberal "commission free" program which allows dollar cost averaging into core positions and pay close attention to management fees as well as historical performance for making decisions comparing similar objective based funds.
Switching gears, I am slowly beginning to dislike CNBC as they provoke anxiety based on the mood of the day and it's tough to not let that influence me as an active trader, and usually to my detriment. Now I like music or Tasty Trade alternative which is irreverent to arrogant Wall Street mentality with poorly veiled disdain toward retail investors (totally inot justified IMO).
Live in beautiful Seattle.
Looking forward to making some money whatever the market has in store for us, and being part of this lively, eclectic site.
One thing I feel at times, is I am on my own in a way that can be isolative. Reading other perspectives and interacting with other traders is something I really would like and in lieu of having a best friend / trading guru in same room as me during market for company and exchanging ideas, well, SA and similar will have to do!
Andrew McDonald is a healthcare investment professional with expertise in identifying transformative medicines as well as in forecasting clinical trial, regulatory, and sales outcomes. Prior to co-founding LifeSci Advisors, Andrew most recently served as senior biotechnology analyst at Great Point Partners, a dedicated life science hedge fund. From 2004-2006, Andrew was Co-head of Healthcare Research and Biotechnology Analyst at ThinkEquity Partners, a boutique investment bank. Prior to entering the financial services industry, Andrew was a medicinal chemist at Cytokinetics from 2001-2004, where he discovered and developed a promising anti-cancer agent now in clinical trials. Andrew began his pharmaceutical career as a medicinal chemist at Pfizer from 2000-2001. Andrew received a Ph.D. in organic chemistry from UC Irvine and completed his B.S. in chemistry at UC Berkeley.
RidgeCrest Investments is an employee owned investment management company that is focused on growth companies trading at substantial discounts to intrinisic value. We strive to produce superior risk adjusted returns in all market environments and are very focused on principle protection strategies.
Equity & Commodity Derivatives Trader in Chicago, IL
3.5 Years w/ Belvedere Trading, Chicago, IL
3.0 Years w/ UBS Program Trading Desk, Stamford, CT
33 years old, MS Engineering Stanford University
Active Personal Account Trader in Options/Futures
Love running, skiing, scuba, traveling, soccer, wine, life.
Currently an independent consultant for ship management, shipping, energy, and oil services companies. I grew up around shipping, mostly with a knowledge of tankers and liners. Several family members currently work, or have worked, for major oil and oil services companies. My main investment strategy begins with anything in or on the ocean, from rigs, to ships, to ROVs and more.
I have a prior professional history in research and information gathering. Some of that research ability is used for a major think tank involved in global geopolitical risk assessment. I've been writing macro-investment research outlook articles for private equity companies, until recent involvement with a technology start-up.
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