Dr. Jon Peddie is one of the pioneers of the graphics industry, and formed Jon Peddie Research (JPR) to provide customer intimate consulting and market forecasting services. Peddie lectures at numerous conferences on topics pertaining to graphics technology and the emerging trends in digital media technology. Recently named one of the most influential analysts, regularly advises investors in the GLG network, he is frequently quoted in trade and business publications, was the president of Siggraph Pioneers, and e is also the author of several books his most recent, The History of Visual Magic in Computers. http://www.jonpeddie.com/about
I'm not a pro analyst, a pro investor, a hedge fund manager, or even a college graduate. I'm 25, which makes me, understandably, a bit naive and inexperienced in the world of investing - at least from most people's perspectives. In my defense, the stock market isn't what it used to be. Today, it's so future-based - Investors are making high-risk bets on companies like Tesla and Amazon (with some good reason) while forgetting that reputable companies such as McDonalds, Intel, and Starbucks who spend much of their time proving their worth over time.
I don't have much cash as I've spent a lot on school, but I like to invest across the board instead of just tech, and have enjoyed (or hated) owning companies such as Priceline, Limited Brands, American Airlines, Ford, Apple, and AMD among others. I do my own research, follow my gut, and buy or sell. I generally stay away from companies that I know nothing about such as a retail store or restaurant I've never heard of. I think that having personal experience with a product/brand helps me better gauge an investment. (i.e. I bought some Priceline stock literally days after buying my first Priceline vacation package back in 2012 due to its ease of use).
Why do I write articles for Seeking Alpha? Seeking Alpha is an excellent place for opinions and as a slight contrarian I generally have different perspectives from others, but I think that I'm not alone in these thoughts.
Some ideas I've had recently that aren't necessarily mainstream include:
1. Apple's Mac sales will start falling by as soon as next quarter for at least two quarters and may continue to fall consecutively unless MacBook Air and Pro prices or lowered or refreshed with an all new design (expected in mid-2016). Mac sales have been growing continuously (with the exception of the recession and a few single quarters of y/y declines due to refresh cycles)
2. Apple's iPad morphing into a mobile personal computer can can truly replace your laptop in a way different from a Surface. Today, this isn't possible and the iPad becoming a Mac isn't the solution. As the software and hardware for iPad expands, perhaps people with the intentions of doing more than Office and Netflix will come to have plenty of reason to own an iPad. As such, the iPad can slowly become a very big thing. This one is a bit out there, but I once suggested that AMD could create a semi-custom APU (after Zen) for Apple's Macs in order to offer a highly customizable x86 solution that would be many times more affordable than Intel. Apple has depressed the prices of Macs by a lot recently and making them even cheaper could allow the Mac to grow and reach market share levels that we thought would never come. If Intel keeps kicking AMD's ass though, you can scratch this idea off the list though. Next generation consoles arriving much sooner than expected. Specifically 2018, representing a 4-5 year life cycle of the PS4 and Xbox One. I believe that the current consoles are very underpowered - No 4K, no Virtual Reality, and it's slower than a equally priced gaming PC. Because of this, consoles are going to fall behind very quickly and the March arrival of a $600 Oculus could have profound effect on the gaming industry. Waiting another eight years may be too long, and I think that AMD will be the power behind the next generation.
SmartStops.net is an online service dedicated to helping investors of all levels improve their risk management capabilities and thus better protect their profits and minimize their losses. Buying decisions are made on a risk / reward basis. Unfortunately, the past measurements of "risk" have proven insufficient. SmartStops.net optimized methodology provides a continually adjusting measurement depending upon individual stock or ETF behavior combined with overall macro market trend behavior. The service provides effective, easy-to-use risk monitoring and alert services designed to help investors identify periods of above normal risk and take timely action to protect assets, improve returns and achieve peace of mind.
For more information on how to leverage SmartStops to achieve your investment goals, visit us at http://www.smartstops.net.
Jonathan Liggett, CFA, is a Partner and Portfolio Manager for JL Squared Group, LLC (JLS) in Philadelphia, PA. JLS is an investment advisorfounded in 2003 by Jonathan Lubert to provide manager selection, access, oversight and diversification to its institutional and high net worth clients.
Previously, Mr. Liggett served as a portfolio manager for Pharo Management LLC in New York. Mr. Liggett joined Pharo Management as an analyst in 2002, where he helped build the operations group, held responsibility for daily profit and loss analysis, and built risk systems for the firm. In September of 2004, Liggett was promoted to a portfolio manager. In this role, he constructed portfolios in currencies, interest rates, credit, equities and commodities in several emerging markets. Prior to Pharo Management, Liggett was an investment banker at Bear Stearns & Co.
Mr. Liggett served on the Board of Trustees for Fifth Avenue Presbyterian Church in New York City as its investment committee chair. Liggett holds a Bachelors of Science degree with Honors from the University of North Carolina at Chapel Hill with majors in both Business and Economics. He is a CFA charterholder.
I am a retired airline executive with legal and financial experience. I have a background in economics and finance with a focus on securities and securities analysis. I was in private practice for 10 years doing trial and appellate work prior to joining United Airlines where I did both transactions and litigation. I was with United for over 29 years, the last 17 as Assistant General Counsel. I now am a self directed investor, seeking to create cash flow to supplement our pensions and social security. I take a long term view focusing on securities that create a steady cash flow.
I am the VP of Monetization at Harvest (www.hvst.com). My role here is to ensure that Harvest is maximizing its monetization opportunities while maintaining the highest level of experience for our users, and advertisers.
I am a 25-year veteran of the equities market and enjoy researching market trends, demographics, asset groups, equities and above all, executing transactions. I have been heavily influenced by Warren Buffett, Peter Lynch and Lazslo Birinyi and my investment style is best described as value and long-term hold. My personal portfolio consists almost exclusively of diversified, Global brand-name companies with strong balance sheets and barriers to entry that were acquired when they fell out of favor and were trading within 10% of the one or two year lows. I do not hold any mutual funds, bonds, or commodities, preferring to ride out market fluctuations in the belief that over a twenty year time frame, equities out perform all other investments by a large margin with nearly the same levels of risk.
I joined Seeking Alpha as a Senior Editor in June 2012, and left to pursue other opportunities in late 2016. I managed the Dividends, Income & Retirement and Expert Insight platforms. D&I focuses on income investment strategies and dividend investment-focused content for investors from the accumulation stage to retirement. The purpose of Expert Insight is to expand and elevate the quality of Seeking Alpha's content by including articles from an industry insider's point of view, designed to help investors make more informed decisions as they consider specific sectors and trends within those sectors for their investing strategies, e.g., utilities or technology. Expert Insight articles offer more of a macro, 30,000-foot-view that goes beyond investment analysis or stock recommendations. I also curated the Dividends & Income Digest, a bi-weekly publication that takes a look at a question that is compelling and relevant to the community, showcases the responses of DI thought leaders, and serves as a round-up of top DI articles. I have a particular interest in retirement-related content, particularly with regard to using a dividend strategy to create a steady income stream for those golden years.