Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc. Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client. Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
I founded and manage Servo Wealth Management, a Registered Investment Advisor (RIA) firm that helps people achieve financial independence, a secure retirement, and positions them to leave a meaningful financial legacy.
As SA Senior Editor, my task is to make Seeking Alpha the premier destination for financial advisors. I have worked in the FA arena since 1997, and during that time, the New York State Society of CPAs twice awarded its prestigious Excellence in Financial Journalism award to me for a monthly column I wrote on business ethics.
Previously, I reported on international news for Voice of America (where I was awarded a newsroom writing award) and prior to that worked as an editorial assistant at U.S. News and World Report.
I live with my wife and children amidst the verdant and vibrant hills and dales of Jerusalem.
I invest in companies that have stock prices much lower than my analysis of their long term earnings potential suggest is warranted. I look mostly at a 3-5 year time horizon, but when I feel a case is extremely compelling over a 1-2 year time frame I sometimes add long dated options positions to my core holdings of common stocks. With a few stocks I own, I've continuously liked the 3-5 year horizon over a long period, and thus have several positions that date back to 1998.
I am a retired professor with a PhD in Finance, Real Estate, and Systems Research from The Ohio State University. I retired after 40 years in teaching from an endowed chair in Entrepreneurship. While a professor I taught primarily Finance and Strategic Management. Have and continue to serve as a managerial mentor, consultant and board member for businesses and social service organizations, Served as a senior manager in a public company early in my career and returned to teaching after the firm was sold. My research was concentrated on writing and publishing business case studies and doing research on financial decision making. I enjoy reading, classical music and participating in the quality informational exchange on this site. I also sit on the editorial boards of various business case journals.
Peter Way Associates is the only known provider of the price range forecasts of widely-held, actively traded stocks derived from the hedging activities of market-making [MM] firms as they balance big-$-fund sellers and buyers in large block trades. The price ranges offer explicit downside exposure forecasts not commonly found in publicly published investment analyses.
This is all forward-looking data, based on what the MMs will pay for protection against coming unwanted price change while temporarily committed firm capital is exposed to market risks. It is available by modest subscription cost at blockdesk.com.
The behavioral analysis involved has been performed daily since Y2K, now on over 3,000 stocks, ETFs, and market indexes. That has built an actuarial history of how market prices have subsequently behaved following several million price range forecasts, issue by issue.
That data provides a qualitative backdrop to current forecasts in terms of odds of profitable positions, size of prospective gains, credibility of forecasts, and worst-case price drawdown exposure experiences.
Peter F. Way is a veteran Chartered Financial Analyst, having taken and passed the CFA Institute’s required 3 examinations in the first years they were given, 40+ years ago.
Armed with BS in Economics from the Wharton School and an MBA degree from Harvard Business School, he has managed staffs of dozens of Investment Researchers and Quantitative Analysts for the nation’s largest bank, arbitraged index options for NYSE Specialists, and managed portfolios of hundred-million-dollar equity investments for Fortune 100 corporate pension funds and non-profit endowments.
He has been elected President of professional Investment Analyst Societies in San Diego and New York City and has served on the editorial boards of the Financial Analysts Journal and the CFA Digest. He has spoken at numerous schools and professional meetings.
OppenheimerFunds, a leader in global asset management, is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $223 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of August 31, 2016.
Founded in 1959, OppenheimerFunds is a high conviction asset manager with a history of providing innovative strategies to its investors. The firm’s 16 investment management teams specialize in equity, fixed-income, alternative, multi-asset, and factor-weighted-ETF strategies. OppenheimerFunds and its subsidiaries offer a broad array of products and services to clients, who range from endowments and sovereigns to financial advisors and individual investors. OppenheimerFunds and certain of its subsidiaries provide advisory services to the Oppenheimer family of funds, and OFI Global Asset Management offers solutions to institutions.
Fifty-plus years common stock investing experience. Worked forty-two years on the sell side in institutional equity sales positions with Kidder, Peabody, A. G. Edwards and Wells Fargo.
My goal with Kortsessions.com is to provide a rational and a balanced counterpoint to what seems to be a constant barrage of media hype and misinformation on the markets.
Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.
Glen Bradford MBA is a born again independently wealthy accredited private investor and prior hedge fund titan that enjoys the process of discovering where and why he's wrong as soon as possible. He contributes to Seeking Alpha primarily to read people's negative feedback so that he can avoid generating unnecessary losses.
The absolute best you can do is give someone an opportunity and incentive to take it.
Take upon yourself worth carrying and enjoy as your own.
"Uncertainty will certainly work for me." - Glen Bradford March 2009.
Founder of Old School Value (www.oldschoolvalue.com).
Fundamental Stock Analyzer & Valuation Tool for Value Investors to Save Time & Make Money
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The Old School Value Stock Analysis Software is a fundamental analysis and valuation tool that works for you.
Save hours each day by automatically retrieving and crunching the financials for thousands of companies.
Keep up to date easily and find more opportunities by analyzing companies faster and use the 5 valuation models to cross check whether the stock price is an attractive entry price or time to get out.
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Scott has been involved in the financial services profession for more than 18 years. He has enjoyed studying market gurus as well as non-traditional newsletter writers and bloggers while benefiting from extensive and varied reading. He has worked both as a retail broker and as a representative of investment advisers and also has an extensive background in insurance products and annuities. His primary focus is on high-yielding income strategies.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
Steve Zachritz, "Zman", is an investor/trader who specializes in the energy sector. He has managed small cap growth portfolios, been an energy banker, and a sell side exploration and production analyst (Prudential and Jefferies) in his 20 years in the financial markets. His daily writeups address developments in that sector and the potential impact on publicly traded stocks, options, and futures.
Visit his site: Zman's Energy Brain http://www.zmansenergybrain.com
Follow our tweets at ZmansEnrgyBrain
We try to provide unbiased, balanced and helpful insight into long-term prospects of the businesses we follow. We mainly base our analysis on the fundamentals and assess the long-term growth potential of the companies. In addition, we also analyze the dividend stability of different companies, and try to assess the future cash flows in order to gauge dividend growth potential.
You can also follow us on twitter here:https://twitter.com/IAEResearch
Chuck Jones’ career has spanned twelve years as an equity analyst, sixteen years in various roles at IBM and most recently as a Wealth Strategist with Northern Trust.
At Northern Trust he developed and implemented a go-to-market strategy to introduce Investment Management and Trust Services to Technology Executives and Private Equity Partners. Utilizing a wide range of contacts in the Technology, Life Sciences and VC worlds he was able to determine the financial goals and objectives of individuals and families. He then brought in key partners to develop unique strategies to fulfill them.
At Atlantic Trust Private Wealth Management he was one of two analysts that determined the technology holdings with ... More hardware, software, services and Internet companies being his primary focus. Utilizing extensive financial modeling, meetings with company C-level management and industry contacts and his knowledge of IT and the financial markets he beat key industry benchmarks six consecutive years. He also was very visible with regular appearances on CNBC, Bloomberg television and radio and multiple publications.
Before joining Atlantic Trust in 2001, Chuck was the lead analyst for the Internet Security Software segment for Smith Barney. He authored the most comprehensive industry report “Internet Security Software: The Ultimate Internet Infrastructure” and an innovative analysis of deferred revenue “Breaking the Code on Deferred Revenue”. His first entree to the financial community was at Salomon Brothers following the Enterprise Server Hardware companies such as IBM, Hewlett-Packard and Sun Microsystems.
Prior to becoming an equity analyst Chuck spent sixteen years at IBM where he held a variety of sales and manufacturing positions. He qualified for ten consecutive 100% clubs with multiple sales awards including a President’s award. He worked on multi-year sales and implementation projects for solutions that encompassed thousands of end-user systems to mainframes, application and system software, services and financing. His initial jobs at IBM involved interfacing between manufacturing and sales to project demand for storage systems and determining production schedules.
Chuck has a B.S. in Industrial Engineering from Stanford University and a Postgraduate Diploma in Economics from the University of Sussex, England, while on a Rotary International Fellowship Scholarship.
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
As director of research at Portfolio123, I have long specialized in rules/factor-based equity investing strategies of the sort characterized as “Smart Alpha” in the July 2014 Journal of Portfolio Management. In addition, I formerly managed a high-yield fixed-income fund and conducted research involving quantitative asset allocation strategies such as are at the foundation of what today has come to be known as Robo Advising. I formerly edited the the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line. I have long had a passion for investor education, which has resulted in my having conducted numerous seminars on stock selection and analysis, and the authoring of two books: Screening The Market and The Value Connection.
Investment Manager at Rugged Group LLC, an independent, fee-only registered investment advisor based in New York that I formed in August 2015. My firm's investment approach can be summarized in the same four, one-syllable words that Walter Schloss famously used: We Buy Cheap Stocks. Alternatively, you could say I am a quantitative deep value investor. I also invest globally, scouring many markets in search of cheap stocks.
Website | Email | LinkedIn | Twitter | Harvest
Right Blend Investing, LLC is a registered investment advisor based in Hawthorne, New Jersey. RBI is independently owned and fee-based.
RBI was founded by Robert Martorana, who has worked on the buy-side since 1985 as a stock analyst, portfolio manager, research director, financial advisor, and editor of a hedge-fund website. He has been a CFA since 1989 and is a member of the NYSSA.
Mr. Martorana has managed institutional portfolios in both small-cap, and large-cap U.S. equities. He has also managed portfolios for high-net-worth clients in every major asset class. Individual accounts have ranged from under $1 million to over $10 million, and institutional accounts have ranged from $30 million to over $1 billion. During his career, Mr. Martorana has supervised more than 70 asset management professionals, and has published hundreds of reports in print and online.
Additional information is available at www.RightBlendInvesting.com.
I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
Marc Andreessen proved back in the mid-1990s that he had technical chops as co-creator of the first consumer web browser, Mosaic. Then he learned how to lead companies through ups and downs at Netscape, Opsware and Ning. Now he is trying to out-venture the VC establishment as cofounder of Andreessen Horowitz, an investment firm modeled after Hollywood's Creative Artist Agency back in its 1990s heyday. He made seed investments in Twitter and LinkedIn, and bought into later-stage investments in Skype as well as 2011 IPOs Groupon and Zynga. Andreessen's street cred with entrepreneurs serves him well. Mark Zuckerberg asked him to join Facebook's board. Other investments include Airbnb, Fusion-io, Glam and Instagram. Andreessen also serves on the boards of Bump, eBay, Kno, Rockmelt, Stanford Hospital, TinyCo and Hewlett-Packard. Andreessen is nothing if not focused--he describes his travel routine: "I try my damnedest to never leave the 20 mile radius around my office."
Analyst and Fund Manager with almost 20 years investment experience. Coverage includes a variety of industries, with a focus on technology.
Particularly focused on value stocks, poorly understood or under-followed situations, and contrarian perspectives.
Primarily invest in special situations with value that is poorly understood or not fully appreciated, or where we believe there is a highly asymetric risk/reward profile. Also look for long/short ideas in mid/larger cap names where we believe we have a variant view, and the market is dramatically mispricing value.
Follow me on Twitter @valinsights
Scott is the President of Sabrient Systems LLC, parent company of Gradient Analytics, providing institutional equity research with products that include forensic accounting analytics, quantitative models and rankings, indexes for ETFs, and portfolios for UITs and structured products. He focuses on company strategy, product development, institutional sales, marketing, business development, and client/partner relations, and works closely with subsidiary Gradient Analytics, a forensic accounting research firm. He also writes market commentaries and travels extensively with Sabrient’s institutional partners, speaking at events in support of their sales efforts for co-branded investment portfolios. His prior experience encompasses equity-options trading, operations management, strategic planning, and consulting, including various engineering, analyst, and management positions with Chevron Corp. Scott holds BS and MS degrees in civil engineering from the University of Arizona, and an MBA from California State University-Hayward. http://www.SabrientSystems.com http://www.GradientAnalytics.com http://Linkedin.com/in/ScottMartindale http://Twitter.com/ScottMartindale
Who I Am: I'm a retired individual investor. I retired at the end of 2013 after a 35 year career as a professor and research scientist at a major research university. So -- a career as a researcher and an educator, which is what I hope to continue here. Virtually every good teacher I've ever known says some version of "I learn more from teaching than my students do." There's a lot of truth in that, enough that there's an underlying selfish motivation for my writing here as I continue to learn about investing.
My professional life involved multiple international projects and collaborations, so I traveled extensively over those 35 years. I plan to continue doing so in my retirement. One consequence is that I'm liable to disappear from the site for extended periods. How can you miss me if I don't go away?
My investing priorities are building and refining portfolios designed to provide income and capital growth: Income for my retirement needs, and capital growth for my estate. My investing interests are tax-advantaged income from a range of sources, portfolio strategies, information- and bio-technology, and momentum-based strategic allocation.
Why I Write for Seeking Alpha: I learned long ago that "writing is nature's way of letting you know how sloppy your thinking is." The line comes from a Guindon comic strip of many years ago, and could not be more true in my case. When I did research professionally, I learned that writing it up forces me to think about details I might otherwise overlook. It's how I spent my working career, so it comes more or less naturally to me. I consider it an essential part of doing any research. So, the writing I do here is as much for myself as for the reader. As I started to contribute articles here, they grew out of research for my personal investment portfolios. They're based on things I've uncovered that are of interest to me and may be of interest to others of like mind. My primary purposes in writing them are to help clarify my thinking and to get feedback from others who may have very different opinions. It's those thoughtful comments that make Seeking Alpha such an important resource.
I try to actively engage myself in the comment streams in my articles, contributing what I can and learning from others. As a research scientist I spent a career spanning four decades devoted to free exchange of information vetted by rigorous peer review. It's a concept I firmly believe in. I hope to bring that approach to my interactions and contributions on Seeking Alpha and welcome critical commentary on anything I may contribute here. I especially encourage and appreciate thoughtful comments from those who disagree with me (although I will ignore obvious trolls and encourage others to do so as well). So, go ahead, start a conversation in the comment threads. It's one of the best things about Seeking Alpha.
My Investment Philosophies and Strategies: I maintain two portfolios. My income portfolio is a taxable account. I try to keep it separate from the growth portfolio which is housed in a series of IRAs, traditional and Roth. My income focus is on tax-advantaged income. In 2016 I face minimum required withdrawals from my tax-deferred accounts, so tax efficiency is an important consideration. The IRAs I see as my estate and are focused on generational wealth building. That means the growth portfolios have a long-term horizon, well beyond what an investor of my age might be expected to maintain.
Who Is Left Banker? Ah yes, the name. When I first joined Seeking Alpha I had no intention of being anything but an occasional reader. I saw it as another research site. So, I just ported a name I've used on other sites. I spent some of the best times of my life living on the left bank of the Seine and am always thrilled to be back in La Belle Paris. Add that I also like it because I find several subtle word plays there; I'll leave it to you to decipher that comment.
Finally, I've chosen to remain anonymous, which I feel obligated to justify. First, I have no professional role in finance and nothing to sell, so there is no advantage to be gained by "making a name for myself' here. Second, I value my privacy and have kept my internet presence as low-key as my professional life allowed. I certainly want to avoid any possibility of some internet connection trying to track me down. Odds against that happening are, of course, outrageously long, but why take them on at all?
Disclosures: I have no ties to the financial or security industries in any form. My interests are strictly personal. The banker part of the nym has absolutely no relationship to the profession of the same name. Readers should be aware that I am an investing novice, some might say dilettante. I do not give advice; what I publish is much more in line with a research notebook. Anyone who finds anything of interest will necessarily want to do his or her complete research and due diligence. It would be foolish to rely on my conclusions without having done so.
INDEPENDENT Financial Advisor / Professional Investor- with over 30 years of navigating the Stock market's "fear and greed" cycles that challenge the average investor. Investment strategies that combine Theory, Practice and Experience to produce Portfolios focused on achieving positive returns over a period of time. Providing advice in helping to avoid the pitfalls and traps that wreak havoc on your portfolio with a focus on Income and Capital Preservation.
I manage the capital of only a handful of families and I see it as my number one job to protect their financial security. They don’t pay me to sell them investment products, beat an index, abandon true investing for mindless diversification or follow the Wall Street lemmings down the primrose path. I manage their money exactly as I manage my own so I don’t take any risk at all unless I strongly believe it is worth taking.
Blogging here on SA is part of my research. I write to find out what I think.
I invite you to join the family of satisfied clients send an e-mail :firstname.lastname@example.org
Robert Rapier is a chemical engineer with 20 years of international engineering experience in the energy business. He holds several patents related to his work. Robert is the author of Power Plays: Energy Options in the Age of Peak Oil. He is also the author of the R-Squared Energy Column and is Chief Investment Strategist for Investing Daily’s Energy Strategist service. Robert has appeared on The History Channel and PBS, and his articles have appeared in numerous media outlets, including the Wall Street Journal, Washington Post, Christian Science Monitor, The Economist, and Forbes.
You can read his weekly column by visiting http://www.investingdaily.com/energy-strategist.
I'm a capital projects manager and process design engineer at a large-cap biotech company. I love the financial world because it is like one big puzzle and I hope we the Seeking Alpha Community help each other out to solve the puzzle to help us realize our dreams.