I am a hedge fund portfolio manager who is currently investing my personal account and raising capital to launch a US equity strategy. Stock selection is both my passion and my profession, and I look forward to many good exchanges with my fellow bloggers at Seeking Alpha. Look for my blog launch shortly- I plan to offer an investment newsletter highlighting promising long-term investment ideas. Additionally, I plan to offer a couple online investing seminars aimed at the long-term, do-it-yourself investor and the aspiring hedge fund analyst/portfolio manager. By way of background, I received my MBA from an Ivy-league business school and worked at several tier-1 investment management firms for a number of years. I have performed equity research and portfolio management for both long-only and long-short diversified fund offerings.
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.
I've spent a lifetime in Finance in various roles: Fund Manager, Securities Analyst, Finance Director, Controller, Financial Systems Architect. I'm a Certified Public Accountant. Have an MBA from the esteemed University of Rochester's Simon School of Business. Currently I'm employed as a Senior Architect of Financial Systems software for a multi-billion dollar company. This position affords me the opportunity to offer unique insights into the telecommunications and consumer electronics industries. Although I'm employed full-time, I also am continually tracking the market, so yes, I'm a full time investor as well. I teach college courses in the evenings in accounting, finance and technology for financial applications as an adjunct professor. I believe in specializating in very few stocks and currently I track only AAPL stock.
Eugene Profit founded Profit Investments in 1996, and has overall management responsibility for the firm and client portfolios. Profit Investments manages $2 billion, including large and small cap institutional accounts and mutual funds (tickers PVALX, PROFX). Eugene’s unique investment management philosophy and approach to valuation sensitive growth investing have made him the subject of many profiles in financial media including Business Week, Smart Money, Black Enterprise, Pension & Investments and Investors Business Daily. He has also been a guest on several cable news outlets including Wall Street Week, Money Line, CNBC, Fox News Channel and CNN.
Eugene Profit with the RedskinsAs a five-year veteran of the NFL, Eugene might be in a league of his own in terms of gridiron stars who have become CIOs. Then again, it’s no more surprising than a Yale University graduate with an economics degree finding a career in the NFL. An All American at Yale, Eugene played three seasons with the New England Patriots and two with the Washington Redskins before a hamstring injury forced him to retire in 1991.
Eugene began his career in finance as a broker with Legg Mason in 1994, and later decided to begin his own company, Profit Investments. Now Profit Investments ranks among the largest black-owned businesses in the U.S., and is one of the best performers in the world of asset management. In 2009, Eugene was cited by PSN as Top Gun Manager of the Decade for his Profit Large Cap Equity portfolio’s risk-adjusted performance returns over a 10-year period.
One of five children growing up in South Central Los Angeles, Eugene is keenly aware of the sacrifices his mother made to make sure he completed college. Eugene graduated from Yale University with a B. A. in Economics and still holds the university record for the Long Jump. He is a Board Member of the Montgomery County Community Foundation and the National Association of Securities Professionals. Eugene lives in North Bethesda, Md., is married to Michelle Quash Profit and is the proud father of five daughters.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
Peter Morici is a Professor of Business at the University of Maryland. Prior to joining the University, he served as Director of Economics at the U.S. International Trade Commission. He directed the agency's professional economists working on ITC investigations and provided international economic policy advice to the House Ways and Means and Senate Finance Committees, U.S. Trade Representative, Council of Economic Advisors, and other government agencies.
Dr. Morici received his Ph.D. in Economics from the State University of New York at Albany in 1974. From 1974 to 1976, he taught at Augsburg College in Minneapolis. In 1976, he joined the Federal Energy Administration, and in 1978, moved to the National Planning Association in Washington. At NPA, Dr. Morici served in positions of increasing research and managerial responsibility and was elected a Vice President in 1983. Dr. Morici joined the University of Maine as a Professor of Economics in 1988 and was Director of its Canadian-American Center from 1990 to 1993.
An acknowledged expert on international economics and agreements, macroeconomics, and industrial policy, he has advised many leading corporations and governments regarding trade and regulatory issues. He serves on the Reuters macroeconomic forecasting panel. His views are frequently featured on CNN, Reuters Financial Network, Bloomberg News, CNBC, ABC, Fox, National Public Radio and Broadcasting, and the BBC, and in columns on the opinion pages of newspapers and portals in the United States and abroad.
The Ford, Rockefeller, Sloan, Donner, and several other foundations have supported his work. He is the author of 18 books and monographs. Among these are: Reconciling Trade and the Environment in the World Trade Organization; Labor Standards in the Global Trading System; Antitrust in the Global Trading System: Reconciling U.S., Japanese and EU Approaches; Setting U.S. Goals for WTO Negotiations ; The Trade Deficit: Where Does It Come from and What Does It Do; Free Trade in the Americas: An Architecture for Hemispheric Integration; Trade Talks with Mexico: A Time for Realism; Making Free Trade Work: The Canada-U.S. Agreement; and Reassessing American Competitiveness. He has published widely in leading public policy and business journals such as Foreign Policy, International Economy, Regulation, Asian Wall Street Journal, and the Harvard Business Review.
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry.
Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts for $20 per month. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015.
You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)
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.
The Banker is an investment advisor for a Hedge Fund. The Fund's focus is small cap financial equities. From 1998-2015 he has been managing money on the buy side. To contact the Banker you can send him an email through seeking alpha