Kevin T. Jacques is a former senior economist with the U.S. Treasury Department in Washington, D.C. During his 14 years with the Treasury Department, he worked on topics including risk measurement and management systems, bank capital regulations, and systemic risk. In the mid-1990's, he served as staff on the President's Working Group in Financial Markets examining systemic risk in the U.S. financial system. In addition, during his time in Washington, Dr. Jacques taught finance in the McDonough School of Business at Georgetown University.
Dr. Jacques’ economic and financial commentaries have received hundreds of radio, television and newspaper citations including Bloomberg Financial News, National Public Radio (NPR), PBS television, American Banker, U.S. News & World Report, and others.
Currently, he teaches investments at Baldwin Wallace University. He holds a Ph.D. in Economics from Michigan State University.
Sharesleuth.com is an investigative business reporting site backed by entrepreneur Mark Cuban. Sharesleuth seeks to expose companies and individuals engaged in securities fraud and other activities that tend to deceive investors. Chris Carey, editor of Sharesleuth, previously was an award-winning business reporter at the St. Louis Post-Disptach, the Indianapolis Star, and the Orlando Sentinel. He began his career at the Messenger-Inquirer in Owensboro, Ky. He graduated from Indiana University with a double major in journalism and economics.
Eric Parnell, CFA, is the Founder and Director of Gerring Capital Partners. Gerring Capital is a registered investment advisory firm seeking attractive returns opportunities emphasizing value, quality and risk control. Eric also publishes The Universal premium service on Seeking Alpha targeting winning strategies in bear and bull markets across the asset class universe. Gerring Capital implements these strategies for its investors and then Eric discusses them on The Universal. Eric is also a Visiting Instructor at Ursinus College in the Department of Business and Economics. Prior to founding Gerring in 2005, Eric was the Director of Investment Communications at SEI Investments and an Economist at Moody’s Analytics.
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Past performance can not predict future performance. Capital invested is capital at risk and especially when leverage is used large, some if not all of the principal can be lost. Please consult your financial advisor if such a service is right for you. The performance data shown includes back-tested past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate. Current performance may be lower or higher than the performance data cited. Hypothetical or simulated performance results have certain inherent limitations unlike actual performance records. Real time performance is in the process of being compiled in PRO TRADER on Seeking Alpha.
Ian’s Insider Corner research focuses primarily on long-term dividend-paying companies with stable and reliable growth, stocks suitable for individual retirement accounts. Ian also looks for “niche” shorter-term trading opportunities, and coverage. During the 3-years Ian worked at Kerrisdale Capital, the New York-based activist hedge fund had great success exposing fraudulent companies. Kerrisdale Capital returned almost 200% in 2011, and more than 300% in total. Ian Bezek offers in-depth coverage of all the stocks in his “IMF” portfolio.
I am a freelance writer, business and technology enthusiast, and occasional investor.
In my professional career, I have founded a digital entertainment firm, and worked at several blue chip IT and technology companies as a Product Manager and Team Leader. I have been active in the markets for several years, and am primarily focused on long/short stocks and options.
I hold a Bachelor of Arts with Honours degree in Business Administration from Kingston University in London, United Kingdom.
Data Center Knowledge - Contributor: writing about data centers REITs -- a new and growing asset class -- attempting to bridge the gap between technology & traditional REIT investors.
Researching and writing at the corner of Main St. & Wall St. where real estate often intersects with trends in: technology, ecommerce, office/industrial, healthcare, cloud computing, energy infrastructure & green initiatives.
Recently covered breaking news and actionable ideas REIT ideas for Benzinga "REIT Beat," now Contributor/Sr. REIT Expert. Select articles featured on Investopedia.com, Seeking Alpha, and published on Yahoo! Finance, Google, MSN, Finviz and many other financial portals. Recent Select Freelance contributor for Motley Fool, writing about REITs and real estate topics for the Financial Bureau.
I have over 25 years of experience as a: developer of institutional quality office and industrial facilities, general contractor, homebuilder, managing general partner for private limited partnerships, and have performed consulting and transactional real estate services for others, including entitlements for planned commercial/office/industrial developments.
Past job experience included: V.P. of Energy Services for a Florida based Mechanical Contracting company, which subsequently was acquired by EMCOR (NYSE: EME). Responsibilities included development and "financial engineering" of projects to reduce energy consumption and total cost of ownership solutions, partnered with the two major Florida electric utilities, and private companies, (including Enron Energy Services!).
Education: UCLA - BA Economics, including graduate coursework in Real Estate Finance.
Masters Degree from St. Thomas University - Miami, FL
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
I am a retired aerospace engineer. I pride myself in being a first adopter of innovative and sometimes radical technology, and I am very concerned about the pollution of our planet. Steve Jobs and Elon Musk are my heroes. With winnings from the TSLA short squeeze in 2013, I took delivery of a fully loaded Tesla Model S P85+, and I absolutely love it.
The posts are meant to be informative and hopefully insightful. I write to share my ideas, highlight some interesting stories and to interact with other investors - please feel free to contact me if you'd like to chat further.
I make lot's of mistakes so please do your own due diligence. I don't intend to aggressively promote stocks but it's fair to say I am often talking my own book.
I work on the crossroads of design, branding, consumer research and product development. Occasionally, I buy shares of companies, whose industry I understand or work in.
However, I take capitalism and its machinations with the necessary spoonful of quality Swedish stone salt.
"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.
Brandon is a senior in the Gabelli School of Business at Fordham University. He actively invests on his own personal time, utilizing contrarian strategies. He is an incoming S&T analyst at a BB next summer.
Jennifer Coombs has a decade of experience in the finance and investment world, with a variety of titles and investing functions. At present, she is an Associate Professor (Investments) at the College for Financial Planning. Additionally, she is currently the Founder & CEO of GradMoney (http://www.gradmoney.org) an investing education service directed at simplifying the stock analysis process for young adults and novice investors.
Prior to relocating to Colorado, Jennifer served as the Head of Campus Outreach as well as a Contributor Acquisition Manager for Seeking Alpha in New York City. Prior to that, she worked as a Senior Equity Research Analyst at Wall Street Strategies, Inc. where she was responsible for the technical and fundamental analysis of the entire stock market for recommendations to individual investors, while also publishing daily economic analysis for the general public. Prior to this, she worked on the buy side as an Associate Equity Research Analyst covering the transportation sub-sector of industrials at AIG SunAmerica Asset Management Corporation. Jennifer also covered Real Estate Investment Trusts (REITs) and has done broader research for the industrials, financials and consumer sectors. Prior to joining their research department, Jennifer worked as a Trading Assistant, actively responsible for SunAmerica's index funds valued at over $7 billion. She also worked as an intern in the client portfolio management department at Dwight Asset Management Company - a fixed income subsidiary of Goldman Sachs.
Jennifer graduated with distinction (cum laude) from Clarkson University where she earned a B.S. in Financial Information Analysis and Political Science, with minors in Economics and Law. Jennifer has a unique knowledge of international markets, and also studied East Asian Economics at Sungkyunkwan University in South Korea and has also lived and studied in France. Jennifer is a former member of the New York Society of Security Analysts (NYSSA).
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
Paul Wagner is the author of "The Duly Diligent Stock Investor", a well-reviewed book (available here) written for new investors seeking a fundamental understanding of business analysis and investing strategy.
Paul is a seasoned stock investor with a long background in financial analysis and portfolio management. He enjoyed a 25 year career with Heller Financial, a Chicago-based international secured lender to middle market companies. He left his position there as Senior Credit Officer of Heller's Current Asset Management Group in 1997 to create and manage his own portfolios of publicly-traded securities.
Drawing on his nearly 20 years of experience in this "second career" he has contributed several articles to Seeking Alpha members and frequently offers his comments on the articles of other contributors.
Arthur Porcari is a retired former regional stock brokerage firm President with 40 years stock market experience. His finance background includes, three years a stockbroker and two an investment banker with Merrill Lynch, ten years a Regional brokerage firm President, and OTC Market Maker and Analyst, twenty three years an Investment Banker to include 15 years as Managing Consultant to Corporate Strategies, Inc. a firm specializing in advising young public companies and companies about to go public on the “Ways of Wall Street”. He currently is a Contributing Author and blogger on Seeking Alpha under his own name and has in the past been an on-air guest as well has a guest host on the old Financial News News Network TV channel and more recently on Business Talk Radio Network His passion and particular expertise is for small cap emerging growth companies.
“Full Disclosure under Seeking Alpha author rules: 25 years ago in 1988, after I sold my brokerage firm and left the Industry, my FINRA license was revoked for non-payment of a fine assessed a year later in 1989. The fine was the result of a minor record keeping violation that was levied on my brokerage firm and as President, I was held responsible but was only required to pay it if I elected to go back in the brokerage business.“
First, the good stuff. Here's my portfolio ...
Consumer Discretionary: MCD, NKE, SBUX, TGT
Consumer Staples: COST, CVS, GIS, KHC, KO, MO, PEP, PG, PM, RAI, WBA
Energy: CVX, KMI, XOM
Health: ABBV, AMGN, GILD, JNJ, MCK
Industrial: BA, LMT, MMM
REITs: HCN, NNN, O, OHI, VTR
Technology: AAPL, MSFT, QCOM
Telecom: BCE, T, TU, VZ
Utilities: AVA, D, SCG, SO, WEC
ALSO: small stakes in 25 additional companies held in the Dividend Growth 50 portfolio (http://seekingalpha.com/article/2764265-its-new-its-nifty-its-the-dividend-growth-50): ADP, AFL, BAX, BDX, CAT, CL, CLX, COP, DE, EMR, GE, GPC, HCP, HSY, IBM, KMB, MKC, NEE, QCP, SHPG, SJM, UTX, V, WFC, WMT.
Now, a little about me:
I am a 50-something former sportswriter who was sent on a permanent vacation during the Great Recession. That sucked, but my story is not a sad one. Unlike many folks who lost their jobs, I am not in financial distress, I am not depressed and I am not bored.
My wife is a pediatric nurse with a bullet-proof job and decent benefits. So after supporting her and our two kids (now grown) for most of three decades, the least she can do is support my semi-retired keister!
Because of Roberta's job situation, because we have zero debt (not even mortgage debt), because we no longer have any dependents and because we have been pretty diligent savers over the years, we are comfortable (though nowhere near rich).
Although we hold some funds, bonds and cash, my investing philosophy leans heavily toward Dividend Growth Investing. By early next decade, we want to live entirely off of our income stream, Social Security and pension payments - and therefore will not have to spend down the principal one iota. To accomplish this, we invest mostly in blue-chip companies with long track records of growing dividends. As of mid-2016, we are well ahead of pace to reach our goal.
When not researching investments and writing for Seeking Alpha and other Web sites, I coach middle-school girls basketball at Metrolina Regional Scholars Academy, the top charter school in the Charlotte metro area; in March 2016, we won the first conference championship in school history! I also umpire youth baseball and referee youth basketball.
My wife and I dote on our 5-year-old pup, Simmie, and keep up on the doings of our now-grown kids, Katie and Ben. And we love to cheer on the basketball team of our alma mater, Marquette University, where we both majored in Journalism. Go Warriors! Also big fans of the Carolina Panthers.
I still occasionally post to the blog I initiated in 2007 -- lots of sports stuff, some politics, some personal junk -- at www.TheBaldestTruth.com.
Active investor and trader since my teens. I retired early from my career in healthcare administration and have been a full time investor for 5 years.
I write about 3D Printing Stocks on my site @ 3DPrintingStocks.com, as well as small and microcap stocks (no pinks or junk!) at MicrocapResearch.com
Dr. Ahanotu is a graduate of Stanford University with over twenty years of experience doing analytic modeling, executing pricing strategies through price optimization, and implementing, developing, and selling enterprise software. He adds to this industry experience another five overlapping years of research in knowledge management and organizational learning. Duru Ahanotu, Ph.D. founded Ahan Analytics, LLC to deliver sustainable, data-driven approaches for improving business performance. He recognizes the unique challenges companies face in leveraging their data to increase revenues, become more efficient, and drive profitability.
Before launching Ahan Analytics, LLC, Dr. Ahanotu was last a Sales Consultant in the Advertiser and Publisher Solutions (APS) group within Microsoft Advertising. In this capacity, he provided product knowledge, functional expertise, and technical support to APS account executives who sold APS’s suite of media monetization products. He led product demonstrations and increased the productivity of the sales team by training and certifying employees on the use and demonstration of the software. Dr. Ahanotu took on this role after Microsoft acquired his former employer Rapt, Inc. Rapt provided software solutions for maximizing revenue and yield for online media publishers.
With Rapt, Dr. Ahanotu last served as an Engagement Manager for a software implementation for a $100 million on-line publisher with a rapidly growing business. With his project team, Dr. Ahanotu created and coordinated novel approaches to inventory forecasting, structuring of product hierarchies, and ETL across software systems for order management, advertising delivery, and Rapt’s software. He also generated a step-by-step methodology for interpreting and using the results of price optimization.
As a Solutions Architect, Dr. Ahanotu served as the lead Solutions Consultant on client engagements and provided technical assistance and guidance to Solutions Consultants on other projects. Dr. Ahanotu designed and implemented price optimization solutions, demonstrating expertise in mathematical modeling, pricing, data analysis, SQL, and relational data models. He led discussions with customers and internal teams to improve implementation processes and product design.
Dr. Ahanotu held oversight responsibility for the analytic modeling for two projects using Price Director, Rapt’s price optimization software. Each project supported pricing decisions in Fortune 50 businesses: one business was a leading online media publisher, and the other was a rapidly growing technology company in a low margin business. Dr. Ahanotu helped the latter client integrate Price Director into pricing workflow. As part of this first-ever client implementation of Price Director, he worked closely with Product Management, Analytic Development, and Software Engineering to ensure that early-stage product functionality met client needs.
Dr. Ahanotu contributed several new methodologies for implementing Price Director analytics and conceptual frameworks for training clients on these analytics. He is a contributor on a related Rapt patent: “Method and System for Producing Optimized Prices for Products for Sale.” Dr. Ahanotu presented a white paper on the pricing of New Product Introductions at the 2006 INFORMS Annual Meeting. The Professional Pricing Society published this paper in The Journal of Professional Pricing (Vol. 16, No. 1, First Quarter 2007) as “Pricing New Products: Turning Portfolio Uncertainty Into Profits.”
Prior to Rapt, Dr. Ahanotu was a consultant with Integral, Inc, a small strategic management consulting firm. During his three-year tenure, he consulted on product development and technology strategy focused on high tech and pharmaceutical companies. Prior to Integral, he developed mathematical programming algorithms for managing and optimizing “Y2K” projects as an independent contractor. Prior to this work, he implemented expert systems for diagnosing and troubleshooting automotive and semiconductor manufacturing equipment as a Business Solutions Project Manager and Consultant for Expert Edge, Inc.
Dr. Ahanotu earned a Master’s and Ph.D. in Engineering-Economic Systems (1999), a B.S. in Mechanical Engineering, and Honors in Values, Technology, Science, and Society (1991) - all at Stanford University.
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
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.
Just a lone investor trying to navigate the markets in a semi intelligent manner through self education and applied research in order to be able to retire at some point. I wish congress had term limits and feel that if both congress and all government employees were subject to the same retirement and healthcare plans as the rest of us, they might finally get fixed, I believe the uptick rule was a good thing and that split second computerized trading programs should be banned.
I love quirky but well engineered products like Volvos and I own a "vintage" V70R.
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QTR's ARTICLES ARE BOUND BY SA'S CONTRIBUTOR POLICY IN ADDITION TO THIS ENTIRE LENGTHY, YET EXTREMELY PERTINENT ADD ON DISCLOSURE, WHICH SERVES AS BOTH A STANDALONE DISCLOSURE AND AN AMENDMENT TO ANY AND ALL DISCLOSURES ALREADY PRESIDING OVER SEEKING ALPHA:
Quoth the Raven's ("QTR") articles are the sole product of QTR and his personal, individual opinions. These articles are not associated with, in any way, the opinions, strategies, or works of QTR's employer, associates, or entities in any way otherwise related to QTR.
(i.e. This are solely my personal thoughts and opinions)
You agree that by reading Quoth the Raven's articles, you are acting at your OWN RISK. In NO EVENT should QTR be liable for any direct or indirect trading losses caused by any information contained in QTR's articles, StockTalks, or other internet-based dissemination methods. Information in QTR's articles are not an offer to sell or a solicitation of an offer to buy any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. QTR is not suggesting the transacting of any financial instruments and QTR suggests consulting your personal financial adviser with regards to any such transactions.
QTR makes no representations, and specifically disclaims all warranties, express, implied, or statutory, regarding the accuracy, timeliness, or completeness of any material contained in this site. Again, you should seek the advice of your personal financial adviser or a security professional regarding your stock transactions.
QTR does not, in any way, guarantee that he is providing all of the information that may be available on any topic written. QTR recommends, again, that you do your own due diligence and consult a registered financial adviser before buying or selling any security.
QTR most always holds a position in any of the securities profiled in his pieces and he constructs his SA disclosures in accordance with SA's Contributor Policy, to the best of his knowledge in order to maintain transparency and also to uphold and respect pertinent securities laws. QTR may or may not report when a position is initiated or covered. Each investor must make that decision based on his/her judgment of the market.
I am not a stockbroker or financial adviser. I am a casual investor making casual observations for the purpose of discussion and open communication and analysis of companies and stocks. All articles are my opinion only and are not suggestions to buy or sell any equity, bond, option or other financial instrument. QTR may have long or short positions in any tickers mentioned at any time and reserves the right to open, close, or modify positions at all time without notice. My conclusions are the result of my personal due diligence and have been wrong in the past. There are tons of unqualified people out there offering up financial advice and its your responsibility to sort through the BS. You don't hit the button to fill my orders and I don't hit yours, so no whining or praising over stocks covered by me.
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