Jeff Diercks, is an investapreneur and recovering CPA. He actively trades his own money and manages the assets of a select group of clients at InTrust Advisors, a Tampa, Florida based wealth management firm focused on trend following and price momentum strategies utilizing ETF securities. Mr. Diercks is also the managing member of Stock-Signal.com, which provides its subscribers with trend following buy and sell signals on a select group of broad market indexes. Mr. Diercks has worked with discretionary and non-discretionary investment accounts for over a fifteen years and has overseen all aspects of InTrust's and Stock-Signal's investment processes. Additionally, he has over twenty years of experience working with wealthy individuals and families in both business and financial consulting roles.
Founder of "The Contrarian", a premium research service, featuring the "Bet The Farm" Portfolio. Actively investing since 1995, I have soared like an eagle, and been unmercifully humbled by the markets. Achieved positive returns in 2008, and turned an account with $60,310 on 1/1/2009 into an account with $3,177,937 on 11/30/2009. My best years have been 1995-2003, 2008-2012, and 2016-????. My worst years were 2013-2015. I believe inflation is coming, and we are at an inflection point in the markets.
Twenty year career as an investment analyst, investor, portfolio manager, consultant, and writer. Founder of Koldus Contrarian Investments, Ltd, which was incorporated in the spring of 2009. Dyed in the wool contrarian investor, who has learned, the hard way, that a good contrarian is only contrarian 20% of the time, but being right at key inflection points is the key to meaningful wealth creation in the markets. I believe we are near a meaningful inflection point, perhaps the biggest one yet, for the third time in the past 15 years.
Historically, I have had huge wins and impressive losses based on a concentrated, contrarian strategy. Trying to keep the good while filtering out the bad.
Seeking to run an all weather portfolio with minimal volatility and index overlays to capture my strategic and tactical recommendations along with a concentrated best ideas portfolio, which is my bread and butter, but the volatility only makes it suitable for a small piece of an investor's overall portfolio. The following are a couple of my favorite investment quotes.
"Life and investing are long ballgames." Julian Robertson
"A diamond is a chunk of coal that is made good under pressure."
"Knowledge is limited. Imagination encircles the world." Albert Einstein
I’ve been on top of the world, and the world has been on top of me. I have learned to enjoy the perspective from each view, and use opportunities to persistently acquire knowledge, and enjoy the company of those around me, especially loved ones, family, and friends.
At heart, I am a market historian with an unrivaled passion for the capital markets. I have had a long history and specialization with concentrated positions and options trading. Made money in 2008 with a net long portfolio, deploying capital in some of the market's darkest hours into long positions including purchases of American Express, Atlas Energy, Crosstex, First Industrial Real Estate, General Growth Properties, Genworth, Macquarie Infrastructure, Ruth Chris Steakhouse, and Vornado near their lows. Shorting, hedging, and option strategies also helped me in 2007 and 2009, and these are skills that I have developed ever since I started trading heavily in 1996.I enjoy reading, accumulating knowledge, and putting this knowledge to work in the active capital markets, learning lessons along the way.To this day, I continue to learn, and some of these learning lessons have been excruciatingly difficult ones, especially over the past several years, as I made mistakes allocating capital, including a sizable portion of my own capital (I always invest alongside my clients), to commodity related stocks. While all commodity related stocks have struggled since April of 2011, coal companies, which attracted me due to their extremely cheap valuations, and out-of-favor status (I am a strong believer in behavioral finance alongside fundamentals and technicals) have been the worst investing mistake of my career. The focus on the commodity arena has been the biggest mistake of my investment career thus far, yet in its aftermath, I see tremendous opportunity, even larger in scope than the fortuitous 2008/2009 environment.The capital that I accumulated and the confidence gained in navigating the treacherous investment waters of 2008 gave me the confidence to launch my own investment firm in the spring of 2009, right before the ultimate lows in the stock market. At the time I was working as a senior analyst at one of the largest RIA's in the country, and I felt strongly that the market environment was the best time since 1974/1975 to start an investment firm.
Prior to starting my firm, I was a senior analyst for three different firms over approximately 10 years (Charles Schwab, Redwood, Oxford), moving up in responsibility and scope at each stop along my journey. Since I was a paperboy, I have always had an interest in the investment markets. I love researching and finding opportunities. I am a Chartered Financial Analyst, CFA, as well as a Chartered Alternative Investment Analyst, CAIA. After starting in the teaching program at Ball State University, I switched to a career in finance when I turned a small student loan into a substantial amount of capital. I graduated summa cum laude with a degree in finance from Ball State.
Full disclosure, I am not currently a registered investment advisor, though I did serve in this capacity from 2009-2014, while owning Koldus Contrarian Investments, Ltd. Additionally, I held various securities licenses from 2000-2014, without a single complaint filed, and I continue to hold industry designations. At the end of 2014, I voluntarily let my state registration expire, as I transitioned the business to a different structure. Prior to this, I had passed, and held, various securities exams and licenses, including the Series 7, Series 63, and Series 65 exams, in addition to others, alongside my CFA and CAIA designations. Unfortunately, I did not file the proper paperwork to withdraw my state registration, and I did not disclose a personal arrangement, and subsequent civil case, between myself and a former close personal friend and client, that was initiated in 2011. I was unaware that I was required to disclose these items, and my securities attorney, at the time, did not advise me to do so. Previously, I had managed a portfolio for this gentleman, and we had taken an investment of approximately $7 million in 2009, and grown it to over $25 million at the beginning of 2012. After a difficult year of performance, an employee of the firm I owned, and friend, resigned in early 2013, and took the aforementioned client to a competing firm. As a result of not filing the proper paperwork, I agreed to a settlement, with a potential $2500 fine in the future, depending on if I choose to reapply to be a non-exempt advisor.
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.
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I am a St. Louis-based independent and fee-only Registered Investment Advisor (RIA).
My passion is market research and strategy development. I look forward to talking with other investors and traders. Feel free to contact me If you have any questions about my content or would like to talk about opening an actively managed account.
Natixis Global Asset Management ($930.5 billion AUM*) brings together top investment talent, offering a single point of access to specialized professionals with unique insights and diverse approaches to investing.
Today’s financial markets are complex. They’re increasingly volatile and uncertain. To meet these challenges, some of the best minds from Natixis and from our affiliated investment managers created a unique investment philosophy we call Durable Portfolio Construction®. It aims to help people stay invested through all market conditions so they can achieve their long-term financial goals.
*Net asset value as of June 30, 2014. Assets under management (AUM) may include assets for which non-regulatory AUM services are provided. Non-regulatory AUM includes assets which do not fall within the SEC’s definition of ‘regulatory AUM’ in Form ADV, Part 1.
Christopher is a Quality Assurance Professional with over 25 years experience. Christopher’s achievements include registrations to all major ISO Business Management Systems such as ISO 9001, ISO 9002, ISO TS16949, ISO TS29001 and ISO 14001.
Christopher has project managed, implemented and launched successful registrations within both small to very large corporations, in industries such as Automotive, ERW Tube Mills, Plumbing/Forgings, Electronics and Steel.
From the ground up Christopher can organize, facilitate, manage and implement necessary ISO systems in a new company or in an existing operation.
His skill set is further enhanced with experience in biomass heat recovery and solar heat recovery, materials procurement, six sigma, theory of constraints, value added management reviews, VAVE, non-destructive testing, supplier development, supplier evaluation, supplier auditing, training, implementation of lean manufacturing and continuous improvement processes.
Lucas Wyrsch is a Networker, Enterprise Risk Management Consultant, Actuary,
He is a Member of the Board of Directors of Ravens Power AG, a company that offers sustainable, renewable and alternative energy solutions for all.
He animates the Swiss Business Club to introduce the concept of Swissness to the global online and social media community!
He administrates Future Power Generation, a think tank in geothermal energy in particular and all kinds of sustainable, alternative and renewable sources of energy in general.
He heads TGC Consultants, a risk management and marketing body to create sustainable long term business results!
Lucas Wyrsch is a life member of Black Stars at Ecademy where he coordinates mastermind groups in business administration.
Zug and Zurich, Switzerland ·
Connect to Lucas Wyrsch on Ecademy: http://www.ecademy.com?xref=97931
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Jonathan Rose is not the same Jonathan Rose as at Capital Gold Group.......
Jonathan Rose has spent the 15 years as a real estate trader, developer and serial entrepreneur. His belief is if you can buy something and then add value you can sell it for more, only however if you bought it right in the first place. Jonathan's primary goal is to eliminate risk - he is an ultra risk averse (seeking Alpha) in a highly risky business; thus he divested his company of all real estate assets by the end of 2005. He also focuses on staying 3-5 years ahead of the market, which enables him to be in a position to sell as the market rises, normally having acquired in a trough. Jonathan predicted Countrywide's demise nearly a year ahead of the market and if you read his blog JonsyRose.blogspot.com (http://jonsyrose.blogspot.com/) you will see a pretty reliable market predictions
Jonathan's current business focus is Renewable Energy plants built, developed and managed for annuity, pension funds and high net worth Individuals. His business focuses on Europe where laws are highly advantageous and where the currency fundamentals are stronger and will lead to great yields as the dollar weakens as we head further into the abyss. In the USA, his firm concentrate on wind farms and are looking to acquire a ski resort within the next two years.
VietNam War veteran, having served with the Western Pacific Detachment of Amphibious Construction Battalion ONE, Yokuska, Japan (1966-67), UCLA graduate with BS degree in Political Science (International Relations and Government depth field concentration-1996), Professional Radio Broadcaster (1970-2002; Los Angeles market: 1972-1985; Listed in "Who's Who in L.A. Radio" publication), successful Independent Insurance Broker, greater Palm Springs, Ca. market: 1995-Present). Happily married 19 years; two sons and one daughter. Active in local politics; Chairman and Planning Commissioner, Cathedral City, Ca.: 2005-2013.
Montie has spent his career in the telecom and technology industries in various sales, marketing and business development roles. Currently, Montie helps businesses identify business and product strategies that leverage their strengths to grow their business. Montie has been an equity investor since the 1980s.
David Dierking is an analyst and writer focusing primarily on ETFs, mutual funds, dividend income strategies and retirement planning. He is a current contributor for Seeking Alpha, ETF Daily News, MutualFunds.com and ETFdb.com. He was also included in the panel for ETFReference.com’s “101 ETF Investing Tips from the Experts”.
If you're interested in learning more about dividend income strategies, retirement and ETF analysis, please consider following me by clicking on the "Follow" button at the top of this page next to my name.
In addition, you can find me on:
Twitter - @david_dierking
LinkedIn - David Dierking
Website - ETF Focus
Michal Slawny joined Seeking Alpha in August 2008 as the contributor relations manager where she builds and strengthens relationships with SA's contributors. She also oversees new contributor intake, creates contributor newsletters, and manages SA's author database.
Prior to joining Seeking Alpha, Michal was the media communications assistant for The Israel Project, an organization dedicated to educating the press and the public about Israel by providing journalists, leaders, and opinion-makers accurate information about Israel. Among other things, in this role Michal was involved in the inception and implementation of press events which were covered by major media outlets ranging from NBC News, ABC News, CNN, and Fox News to the Associated Press, Reuters and The Independent (London). She also conducted research, wrote and edited press material, and created and updated Web page content.
In 2005, Michal interned with Manning Selvage & Lee, one of the world's leading public relations firms. She also gained extensive public relations experience at Koteret Public Relations in Tel Aviv, where she was responsible for writing press releases and organizing photo shoots pitched to the Israeli and international press. Slawny graduated cum laude with a B.A. in journalism, focusing on public relations, and a B.A. in Romance Languages from the University of Georgia. While there, Slawny was heavily involved in student activism and reinstated Dawgs for Israel, heading the group for almost three years.
Michal may be reached at mslawny [at] seekingalpha.com.
John has more than twenty years of operating and investment experience. In addition to serving as an advisor to I-Bankers Direct, Mr. Lott is an advisor to social product development company Quirky and a general partner of Mentoris Capital Partners. Previously, John was the CFO/COO of Quirky, Senior Vice President and Director of Accounting for Cerberus Capital Management, L.P., CFO of The Winter Group and CEO of Global Motorsport Group, a former portfolio company of Cerberus. In addition, Mr. Lott has served on the boards of various companies and non-profit organizations. Mr. Lott earned his Bachelor of Arts in Economics from Rutgers University and his MBA from Cornell University.
@lottjj on twitter
Joseph Santamaria has a broad experience in the technology space where he has a long professional list of accomplishments. He has held many positions ranging from Big Four Management Consultant to VP of IT and has worked in various verticals including Consumer Packaged Goods, Pharmaceuticals, Utilities and High Tech.
I am Managing Director of ValueThat Ltd, which through its website www.valuethatstock.com provides technology for Financial Services, particularly equity valuations on a fundamental basis.
I do not invest in equities directly and nor does the company.
Lazertron is a CEO of a Debt Collection Agency based in good ole Europe and - when the heavy workload permits - likes to trade stocks and enjoys driving cars.
Favourite stock segments are Biotech as well as Energy and Online Gambling but when the occasion (a good position) arrives everything else, too ;-)
I survived the Condo Bubbles and the Housing crash by staying one step (maybe two if you call it overly causious). I took hard worldassets as a shelter and it has been a blessing.
I also believe the SEC should be held accountable for doing their jobs. Maybe protect the people instead of deny any involvement in almost every large banking and coporate problem we have undergone.
Consultant in pharmaceutical and medical equipment marketing, with a specialization in public and private reimbursement. Attracted to Apple after 30+ years on MS/Windows by the iPad, which I immediately recognized as the sales-rep tool I'd been trying to emulate for years. That drove me to learning more about Apple, its infrastructure, and its marketing/investment opportunities.
As a former vice president of marketing and sales for a biotech, and vice president of business and market development for a specialty pharma, I have 9 years of top management experience within innovative companies, and I am a pretty good judge of what works - and doesn't in team formation and leadership.
Profile on LinkedIn:
M&A Researcher - Managing Partner - Financial Consultant - PR and Infomercial Spokesperson.
My experiences and education cover three distinctive areas:
- Public Relations and Marketing Communications
- International Business and High-Tech Entrepreneurship
Profile on Twitter @Dr_Chueh
PhD-Finance. Architect of the FIMA Scoring System, M&A, Corporate Finance, Investment, Public Relations, Int'l Business and Hi-Tech Entrepreneurship.
I lead the first example of a market wide conversion from fuel to lithium battery power as the CEO of a company that I founded and took from an idea to a global leader in its niche with offices in Europe and the US with wholly owned factories in Asia and major customers in over 30 countries.
With Seeking Alpha I have set out contribute the closest thing possible to an insider perspective and a visionary outlook on developments in and relating to the electrification of transport, in particular my commentary has focused on Tesla Motors Inc,. (TSLA)
My interest in Tesla stems firstly because this is a company I understand as its behavior matches my own experience in business to an extraordinary degree. Also owing to what I believe is its pivotal importance. I am keen to understand its interactions with the market still further through discussion and debate with others with varying views and expectations.
My background is divided evenly between science and engineering and brand building and marketing and I am equally comfortable in both the technical and aesthetic arenas but can perhaps serve best as an instigator and translator of engineering and business strategy into meaning in the form of brand value for non-technical persons.
From an investment perspective and as a business leader contemplating the growth in value and influence of a business, I am a believer in companies and strategies that focus on delivering meaningful brand value as the primary driver that yields all other metrics including the attraction of key and committed personnel, integrity in the design and function of systems, goods and services, valuable contracts and permits as well as financial structures that yield positive cash-flow growth and customers who are keen to support the company with both purchasing and promotion.
I am aware that the above describes the mode of conduct that is rarely achieved in practice, however it is no abstract theory that I espouse, it defines my own experience from the thick of delivering to those standards in a company growing at terrific speed from garage to dominant global brand. The body of commentary I have placed on this website is largely to aimed at demonstrating competence accordingly in a format open to public criticism.
Regarding contributions to this website, it is not my aim to promote nor to detract from the value of any particular stock. That being said, I am highly supportive of objectives I believe to be shared by Tesla in as much as they stand to be effective in achieving the widespread electrification of transport and the elimination of the use of hydrocarbons without reduction to the quality of human life.
I am also harshly critical of pseudo-science or other means of obfuscation that aim to promote the value of hydrocarbons as “green” or sufficiently “green” as well as misinformation aimed at hindering sentiment for genuine solutions to avoidable use. For example I have no issue with the statement “Natural Gas is cheap” but I will not tolerate the statement “Natural Gas is clean”. My issue in this example is not Natural Gas in the absence of a clean and economic alternative, it is selling it on an untruth as a means to supplant or suppress such an alternative.
If my comments aimed to expose mischief or to defend good science and reasoned thought in this regard yield no discernible justice for either camp, I would be all the more disappointed for it.
I believe that good business and good environmental stewardship are mutually attainable and in fact can yield better investment outcomes than clinging to old ways of doing things, and that goal has my support.
In the mean time, to the extent that any of my contributions here have helped you make a better-informed investment choice, then I am happy to have been of service.
Rudi Bester is a businessman, serial entrepreneur, equities trader and value investor. His investment preferences include identifying undervalued large cap stocks to hold longer term. Higher risk/growth, small-cap stocks round out his personal investment portfolio. He also assists and counsels small technology innovators who require working capital.
Rudi graduated with a major in Marketing Management (South Africa) and a MBA in Leadership & Sustainability (UK). During a professional career spanning 30 years, he has worked in several countries for publicly- and privately owned corporations, and also as a self-employed entrepreneur for 17 years.
In his most recent full-time employment role, Rudi held the position of Executive Vice President, Global Sales for a publicly traded Canadian corporation. Today, his focus has shifted to channel and partnership development, with a dedicated focus on market/business development in the U.S.
Rudi's family foundation is Memory Trees, a registered 501(c)(3) non-profit with a simple mission: "Giving back life... in abundance". Memory Trees strives to deliver simple solutions to complex problems, like hunger. Recent projects include funding the planting of nut- and fruit-bearing trees in low-income and underprivileged areas... thereby delivering natural, organic food at no cost to local communities. Learn more at www.memorytrees.co
Rudi is an active social media contributor and regular blogger under his investor pseudonym profile, besterinvestor.blogspot.com. Rudi's business blogs and editorials are featured on other syndicated websites, like Seeking Alpha and StockSaints. He founded the Stock Option Connection in LinkedIn, a networking group with over 1,000 members. Rudi can be followed on Twitter @rudibest.
Sthenelus Worldwide is a loan acquisition company. Sthenelus Worldwide accepts loans from customers for specific assets and repays interest and principal. Frank A. Mancari manages Sthenelus Worldwide. Frank has many years of financial institution management and is also a partner in an insurance brokerage. Frank has a bachelor of science and MBA from SUNY Institute of Technology.