Bert J. Wilkison, of Chicago, IL, is the CEO and a Managing Member at Kinetic Investments, a subsidiary of Wilkison Financial, LLC. He is also an active pooled funds manager who enjoys stock picking, trading, ETF strategizing and finding long-term value plays ahead of the ever-evolving markets. Lastly, he handles intricate and involved corporate negotiations, as a third party, on a commission basis. Follow him on twitter @KineticInvestor or e-mail him for additional commentary at firstname.lastname@example.org. Areas of focus: Gold, Mining, Oil/Nat Gas, Rare Earth Elements and Metals, Healthcare/Biotech, Energy, Tech, ETFs, Consumer Goods, Utilities, and Services.
Daniel B. Ravicher is a registered patent attorney who frequently consults with investment banks, hedge funds, and individual investors on legal issues that may materially affect the value of publicly traded companies. In addition to private consulting, Mr. Ravicher also regularly publishes articles covering such issues. He is not an investment adviser and the opinions expressed are not legal, financial or any other kind of advice.
In his legal practice, Mr. Ravicher provides transaction and litigation legal services to clients with respect to a wide range of technologies, including pharmaceuticals, biotechnology, software, the Internet, mobile devices, mechanical devices, consumer products and business methods. He represented the successful plaintiffs in the Supreme Court case invalidating patents on human genes and has twice testified before Congress on the topic of patent reform. Repeatedly named one of 'The 50 Most Influential People in IP' by Managing Intellectual Property and named Appellate Lawyer of the Week by the National Law Journal, Mr. Ravicher has appeared as a guest on national television, been quoted in articles by the Wall Street Journal, Bloomberg, the New York Times, the Financial Times and other publications, and spoken at dozens of national and international conferences on issues relating to patent and technology law.
Mr. Ravicher received his law degree from the University of Virginia School of Law, where he was the Franklin O'Blechman Scholar of his class, a Mortimer Caplin Public Service Award recipient and an Editor of the Virginia Journal of Law and Technology, and his bachelors degree in materials science magna cum laude with University Honors from the University of South Florida. He is admitted to the United States Supreme Court, the Courts of Appeals for the Federal, 2nd and 11th Circuits, the District Courts for the Southern and Eastern Districts of New York and the Southern and Middle Districts of Florida, the States of New York and Florida, and the United States Patent and Trademark Office.
I use market analysis and emerging trends to identify investing opportunities at the macro level - I look for the "big idea" and the company's best positioned to execute.
My career includes stints as as a price and wage economist in Washington DC; a market analyst for a consumer packaged goods behemoth; a market strategist for an ad agency; director of Internet research for a MR firm and communications director for an urban school district.
In between these more traditional gigs, I've also worked as head writer for a syndicated comedy show and hosted an afternoon radio program in Cincinnati.
BA, economics and computer science, University of Maryland
MBA, marketing management and quantitative methods, Georgia Institute of Technology.
I currently work as a freelance writer and consultant with my business partner, a 2 y/o green cheeked conure named Hambone.
I only look at stocks that have the possibility to double over a twelve month period and stocks in which the risk/reward ratio payout is high. In addition I focus on swing trade opportunities. I focus more on valuations and risk/reward metrics as opposed to what make companies tick. I have been a professional investor for over 20 years and during the past several years an economics analyst and financial writer for capital.gr, the biggest economic news portal in Greece. I have managed money from time to time and have also done some seed venture capital projects in the past.
The biotechnology sector has fascinated me for a long time, and my experience working in "big pharma" only increased my interest.
My goals with my research are simple - first and foremost, I strive to identify undervalued stocks that have future catalysts that can greatly push the price per share up. Another area that I focus on is combatting the "naysayers" - those individuals who either due to a lack of due diligence or who have ulterior motives - who spread news, gossip, and other misinformation. Most retail investors do not have an opportunity to conduct hours of research a day to sort through the vast array of information, and thus can be easily influenced by positive or negative information that may not be entirely accurate.
In terms of my Seeking Alpha article writing, it is my hope to identify potential opportunities that may be overlooked, pitfalls that may be avoided, and to also generate discussion about potential deals or binary events that could impact investors in the biotech sector.
Christian graduated from university with a master degree in business administration, majoring in accounting, tax accounting and organization. After graduating he joined the transaction services department at a Big4 company working on mergers & acquisition deals in Frankfurt, London and Zurich. Christian possesses 12 years of capital market and extensive valuation and research experience. In 2010 Christian founded Global Value Investors, a research company focused on finding undervalued investments with an emphasis on equity securities. In his monthly research publication he shares his investment ideas with like-minded investors. Currently, Christian manages his own wealth.
Sol Palha is the head financial analyst at Tactical Investor. He is a self-taught Student of the Markets, having widely read conventional and non-conventional texts on all aspects of technical analysis, Mass Psychology and philosophy (as he believes it can be quite useful in terms of market analysis). He has been studying the markets for over 18 years. He combines mass psychology, technical analysis and a new field of study that he has pioneered, Esoteric Cycle Analysis to determine market tops and bottoms. Mass Psychology and Technical analysis is a deadly combination, and has enabled us to accurately determine Market tops and bottoms in advance of the actual event. One should not confuse topping and bottoming action, with trying to predict the actual top or bottom------- An endeavor best left to fools with plenty of time on their hands and an inordinate capacity to deal with pain and failure.
I founded Seeking Alpha, and lead it for its first 10 years until I passed the CEO role to Eli Hoffmann. I started Seeking Alpha after working for five years as a technology research analyst for Morgan Stanley in New York. Seeking Alpha is now the dominant crowdsourced equity research platform.
I wrote the ETF Investment Guide (http://seekingalpha.com/article/15136-etf-investing-guide-one-page-summary-of-the-entire-guide), and I blog about startup best practices at http://davidjaxon.wordpress.com .
I have a B.A from Oxford University and an MSc from The London School of Economics, and am married with five children.
A wanderer in the small cap wars, the Goombarh has survived the glory and collapse of the internet boom, the 2008 bust and was killed in the 2011/12 commodity collapse. Now he is a wanderer... The world has evolved with the rising tide of growth of the middle class from the emerging markets. In the Goombarh's opinion, this provides a long term structural change of continuing demand for oil, metals and commodities, however investing is very difficult due to the complexity. The Goombarh has Neanderthal heritage and as such has an extra section in his brain that gives him his prescient ability. ...just kid'n. " I may be quite an opinionated writer, but I would like to share my findings, insights and research, in order to give an investor, an edge on the market. I may be holding a position in the stocks that I write about." The term “goombah”, comes from Latin “cumbà”, is an older or senior advisor, or quite literally godfather. The term also has gangster connotations, but that is not my intent. I have deliberately, adding an “r” to make the sound more my own. Welcome to the readings, where I may share my opinions.
Author of the value investing newsletter detailing the formation of the "Punch Card Portfolio" (http://valueinvestorcanada.blogspot.com/). Devon Shire is an accountant and an investor with 15 years experience managing a private portfolio. Devon Shire's preferred portfolio management style is a concentrated approach, investing only when finding opportunities that offer a sufficient discount to the intrinsic value of a business. Devon can be contacted at email@example.com.
Please note that I do not read comments posted here, nor respond to messages here. I don't have the time. If you want my attention, you must seek it directly at my blog.
David J. Merkel, CFA — From 2003-2007, I was a leading commentator at the excellent investment website RealMoney.com (http://www.RealMoney.com). Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and now I write for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc. My specialty is looking at the interlinkages in the markets in order to understand individual markets better.
I no longer contribute to RealMoney because my work duties have gotten larger, and I began this blog to develop a distinct voice with a wider distribution.
In 2008, I became the Chief Economist and Director of Research of Finacorp Securities (http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=109&STORY=/www/story/02-08-2008/0004752449&EDATE=). Finacorp went into liquidation in June 2010, after which I decided to open my own asset management shop, Aleph Investments, LLC. I manage stock and bond portfolios for clients.
Until 2007, I was a senior investment analyst at Hovde Capital, responsible for analysis and valuation of investment opportunities for the FIP funds, particularly of companies in the insurance industry. I also managed the internal profit sharing and charitable endowment monies of the firm.
Prior to joining Hovde in 2003, I managed corporate bonds for Dwight Asset Management. In 1998, I joined the Mount Washington Investment Group as the Mortgage Bond and Asset Liability manager after working with Provident Mutual, AIG and Pacific Standard Life.
My background as a life actuary has given me a different perspective on investing. How do you earn money without taking undue risk? How do you convey ideas about investing while showing a proper level of uncertainty on the likelihood of success? How do the various markets fit together, telling us us a broader story than any single piece? These are the themes that I will deal with in this blog. I hold bachelor’s and master’s degrees from Johns Hopkins University.
In my spare time, I take care of our eight children with my wonderful wife Ruth. Visit this site: The Aleph Blog (http://alephblog.com/)
Nothing I write should be considered investment advice. Only you can decide if any specific financial asset, security, allocation, opinion, idea, etc. is best for your financial portfolio.
Author of two books, available here, Options Strategies Every Investor Should Know and The 5 Fundamentals of Building a Retirement Portfolio (both available in paperback and eBook).
Tactical Investing in the 21st Century. The FMAM Team is composed of seasoned Wall Street professionals with combined active experience on the buy side and the sell side of the Street. Together, we have worked as RIA's, managed BD's, banks, and mutual funds as well as proprietary trading desks.
We believe that in today's markets, diversification leads to mediocrity and that timing is everything in the new normal of the 21st century.
Our goal is to do the "heavy lifting" for you by using our proprietary strategy to bring fresh ideas based on the underlying fundamentals of the stocks we analyze combined with the disciplined element of timing the optimum points of entry and points of exit for each of our stock picks.
I obtained my CPA in 1990 and became a CFA charter holder in 2000. I consider myself an expert in Quantitative and Qualitative analysis and have extensive experience in Technical Analysis. I also have a deep interest in stock market history and hold degrees in Economics (BSBA) and Management Information Systems (MBA). I have been actively involved with investment analysis and investment management since 1985 but have been a student of investing since the 1960s. I owned my first individual stock position while still in high school. I am a student of Benjamin Graham and Warren Buffett. I have achieved a uniquely diverse experience from multiple careers that has allowed me to develop a broad perspective enabling me to look at the big picture of macroeconomics all the way down to the retail unit or factory floor. In my youth I was in retail, then served in reconnaissance during my tours in Vietnam. I have been a blue collar, union worker in a factory and a manager in services, hospitality and transportation as well as a manager of professional staffs. I have more than 20 years of experience each in both public and private sectors. I have personal points of reference that many analysts will never have. I bring more to the table than just the theories and models I have studied or built. To understand more about my investing philosophy please visit my blog on my website.
Long time biotech and tech investor who enjoys discussing stocks, options, and sharing ideas freely.
Investors buy or sell at their own risk. All my articles strictly represent an 'opinion' and in no-way should be construed as individual investor advice.
Helix Investment Research was founded in July 2011 by Ivan Deryugin, and focuses on leveraging secular global trends, across a variety of sectors, in order to generate long-term outperformance.
Matthew Bradbard serves as a Director at RCM Alternatives & Attain Portfolio Advisors. Matthew began his career in the commodities business as an advisor to clients on asset allocation and buy/sell decisions. Matthew has devised, implemented and executed trading strategies for several firms since entering the commodity business in 2001. Matthew has also managed his own global macro CTA that traded numerous futures and options strategies and operated his own Introducing Broker for 5 years. A prolific commentator, Matthew has published subject-specific articles, market commentaries, and Managed Futures educational pieces for the last decade. Matthew is frequently interviewed for his opinion on commodities and current events as they relate to commodities and their role in an investor’s portfolios.
I was trained as a lawyer and practiced in the fields of corporate law and bank regulation in large U.S. firms for 20 years, then decided to do other things. My career has included banking and being an entrepreneur. For seven years I was CEO of a high-tech sports business. I have retired from active business and spend full-time writing, mostly on economic subjects.
My books include:
High Rollers: Inside the S&L Debacle (1991)
Debt Spiral: How Credit Failed Capitalism (2009)
Practical Handbook for Bank Directors (1995), second edition due 2012
Corporate Governance for Public Company Directors (2003)
Yigal Grayeff (Twitter: @yigalgrayeff) is the manger of a music school in Jerusalem called Lenagen Bekef. Between 2011 and 2014, he was a senior news editor at Seeking Alpha, which he joined after working at venture capital firm Gemini Israel Funds for five years. Prior to Gemini, Yigal was a reporter for the Jerusalem Post - covering business and economics and later on crime - and an editor at Dow Jones Newswires in London.
Rocco Pendola is an associate editor at Seeking Alpha focusing on technology and the sectors it overlaps with.
In addition to technology, I am interested in dividend growth and income investing.
I make references to music I'm obsessed with (e.g., Old 97s, Elliott Smith, Bruce Springsteen) in my writing. If you notice any of these references, it makes me happy.
MyPlanIQ.com is the only web application that offers advanced asset allocation strategies customized to a wide range of retirement and taxable investment plans such as 401(k), IRA and brokerage accounts. The unique key advantages of MyPlanIQ.com are
1. Superior investment strategies with high return and low risk
* Asset allocation based on a wide diversified array of assets
* Strategic and Tactical asset allocation that have been well researched, proven and utilized by hedge funds and wealth management
* Superior fund selection.
2. Customization down to specific retirement, variable annuity (VA), variable life insurance (VUL), college savings and brokerage taxable investment plans
* Supporting thousands of 401k, 403b, brokerage ETF/Mutual Fund, IRA, VA, VUL and 529 plans
* Taking redemption, fees and other factors into account for the available investment choices in a plan
* Customized portfolios tailored to available funds in a plan and personal risk profile.
3. An easy to use yet powerful platform
* Online portfolios monitored daily and regular rebalance email notification
* Easy yet powerful tools to allow portfolio construction and study
* A vibrant community to share and discuss investment issues
4. Low cost and flat fee
MyPlanIQ.com enables private investors to achieve institutional investment results and experience with a fraction of cost and efforts.
TechCrunch (http://www.techcrunch.com/), founded on June 11, 2005, is a weblog dedicated to obsessively profiling and reviewing new Internet products and companies. In addition to covering new companies, we profile existing companies that are making an impact (commercial and/or cultural) on the new web space. TechCrunch is co-edited by Michael Arrington and Erick Schonfeld.
Michael A. Gayed, CFA, winner of the 2016 Dow Award and 2015 NAAIM Wagner Award, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages mutual funds and separate accounts according to its ATAC strategies. Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube youtube.com/pensionpartners. He has re-released his father's 1990 book Intermarket Analysis and Investing, now available on Amazon.com.
I apologize to investors who follow my articles, but I don't currently plan to resume any involvement with SA, though that may eventually change, if the site ever implements/enforces deterrents to web stalkers. For now, I only publicly share opinions on stocks via Twitter, StockTwits, etc. The rest of what follows is my normal profile, so I won't have to rewrite it, should I ever continue posting on SA. Best of luck investing. Cheers. I run a small family office managing long-term portfolios and special projects beyond the capital markets. I'm fortunate to have worked for a NYSE-traded financial firm for the decade through 2010, but I am not an adviser, my articles only share our investing actions/opinions, and they are not investment advice. Proof is in the pudding, so here are our stock portfolio returns from the most recent five years: 2011 +37%, 2012 +32%, 2013 +52%, 2014 +11%, 2015 +14%, 2016 +37% (those are only capital gains, but all except 2 out of ~25 holdings pay dividends). Returns are moderating as expected, since most all positions were rebuilt/opened in 2010-2012 at extreme undervaluation levels, yet only 1-3 new positions are opened in each more recent year at moderate undervaluation levels. I also trade around our core positions for short-term profits, but I do not include trade gains in portfolio return tracking, and my articles are strictly about long-term investing. My investing career started in the 1980s, and the transition to full-time was finalized in 2009. I only list returns from 2012 because that's when I became most active on SA, and the stock calls that led to those results can be verified here. For 2008-2011, my focus was shorter-term trades, which made total annual returns harder to tally, so without wasting time backtracking, I can only say returns were worthwhile. For most years prior, I was a blue-chip-only, buy-and-hold guy, which also worked well, so I still own most of those stocks in accounts separate from our actively-managed portfolios.
Christian Magoon is the founder of YieldShares, the income focused ETF Sponsor behind the YieldShares High Income ETF (YYY). He is also chief executive of Magoon Capital, a firm which provides strategic advice on ETF product development.
Christian Magoon is an ETF insider, having launched over 50 ETFs in the United States to date. A widely recognized thought leader on finance and market issues, Christian is a Wall Street Journal Expert panelist, has been called an "ETF Jedi" by Ignites and was named "One of Five People To Watch" in the ETF industry by Institutional Investor.
Prior to forming Magoon Capital in 2010, Christian was President of Claymore Securities (now Guggenheim Investments), where he built one of the fastest growing ETF businesses in the country, gathering more than $3 billion in AUM in three years. He launched a variety of ETFs, introducing many “firsts” to the U.S. market including the first Frontier Markets, Multi Asset Income, Timber, BRIC and suite of China focused ETFs.
Active in social media, @ChristianMagoon was named to the Wall Street Journal's 20 member list of "Best Tweets For Your Money," and dubbed a "Top 5 ETF Expert To Follow On Twitter," by ETF Database.