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.
Andrew Shapiro is Founder, President and Portfolio Manager of Lawndale Capital Management, an investment advisor that has managed activist hedge funds focused on small- and micro-cap companies for over 23 years, one of the longest periods of experience deploying an activist/relational investment strategy today. Mr. Shapiro’s proactive ownership approach has been effective in directly creating and unlocking shareholder value in Lawndale’s portfolio companies and has contributed to Lawndale’s activist funds often being ranked among the top event-driven and small-cap value funds in peer databases for long-term performance. In addition to leading Lawndale, Mr. Shapiro has also served as a Director or Observer on portfolio company boards and debt and equity bankruptcy committees. Mr. Shapiro is a member of the National Association of Corporate Directors (NACD) and, via Lawndale, has been a long-time Sustaining Member of the Council of Institutional Investors (CII).
Mr. Shapiro has more than two decades of portfolio management and analytically varied experience from a number of "buy-side" positions, employing a rare combination of credit, legal and equity analytic and workout skills. Prior to founding the Lawndale organization in 1992, Mr. Shapiro managed the workout and restructuring of large portfolios of high-yield bonds, distressed equities and risk arbitrage securities for the Belzberg family's entity, First City Capital. Before joining First City, Mr. Shapiro was involved in numerous highly leveraged corporate acquisition and recapitalization transactions for both Manufacturers Hanover Trust and the Spectrum Group, a private equity firm.
Mr. Shapiro received his JD degree from the UCLA School of Law where he was an Olin Fellow, an MBA from UCLA's Anderson Graduate School of Management where he was a Venture Capital Fellow and a BS in Business Administration from UC Berkeley's Haas School of Business, where he has taught finance courses and frequently guest lectures.
Mr. Shapiro was recently selected to the 2012 NACD Directorship 100, a list of the most influential leaders in the boardroom and corporate governance community. He is often quoted on matters of corporate governance, fiduciary duty and activist investing and has been the subject of several articles, including a Business Week article in 2000 calling him “The Gary Cooper of Governance”. Mr. Shapiro frequent speaks and panels on corporate governance and activist investing issues at a broad range of prestigious forums that include the Council of Institutional Investors, National Association of Corporate Directors, American Society of Corporate Secretaries, SEC Advisory Committee on Small Public Companies, and the Director’s education programs of Stanford Law School, UCLA Anderson Grad. School of Mgmt., the Wisconsin Business School and Yale’s Millstein Center for Corporate Governance, among others. Mr. Shapiro is a Contributing Author at Seeking Alpha.
Mr. Shapiro started Lawndale’s funds in 1993 with only $188,000 under management and through performance and added capital has grown the firm’s managed assets substantially. Lawndale applies a private equity approach through active and relational ownership of public company securities. In most investments, Lawndale plays a constructive relational role by actively working with boards and management teams to help them achieve their strategic and operating goals. In other instances, Lawndale is a direct value-unlocking catalyst, utilizing a range of tools that include aggressively promoting improvements in a company's governance and operational structures, proxy actions, asserting shareowner’s legal rights and taking active roles in restructuring and buyout proposal negotiations..
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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.
Mr. Otaviano Canuto currently holds the position of Executive Director at the Executive Board of Directors of the World Bank Group and its Affiliates, the same position he held when he was Executive Director of the World Bank from 2004-2007. He represents Brazil, Colombia, Dominican Republic, Ecuador, Haiti, Panama, Philippines, Suriname, and Trinidad & Tobago. He is also a member of both the Committee on Development Effectiveness (CODE) and the Budget Committee.
Prior to this position, Mr. Canuto served in the following capacities: Executive Director of the Board of Directors of the International Monetary Fund (IMF) for Brazil, Cabo Verde, Dominican Republic, Ecuador, Guyana, Haiti, Nicaragua, Panama, Suriname, Timor Leste, and Trinidad & Tobago (2015-2016); Senior Advisor on BRICS economies at the World Bank (2014-2015); Vice President for Poverty Reduction and Economic Management Network (PREM), World Bank (2009-2014); and Vice President for Countries at the Inter-American Development Bank (2007-2008). In Brazil, in the year 2003, he was State Secretary for International Affairs at the Ministry of Finance.
Mr. Canuto received his Master in Economics from the Concordia University in Montreal, Canada, and was subsequently awarded his Doctorate in Economics from the University of Campinas, Brazil. At the University of São Paulo and at the University of Campinas (UNICAMP) in Brazil, he was a Professor of macro and international economics.
He has authored and co-edited 7 books and over 160 book chapters and academic articles, and is a frequent contributor to numerous blogs and periodicals.
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.
Aswath Damodaran is the Kerschner Family Chair Professor of Finance at the Stern School of Business at New York University. He teaches the corporate finance and equity valuation courses in the MBA program. He received his MBA and Ph.D from the University of California at Los Angeles. His research interests lie in valuation, portfolio management and applied corporate finance.
He has written three books on equity valuation (Damodaran on Valuation, Investment Valuation, The Dark Side of Valuation) and two on corporate finance (Corporate Finance: Theory and Practice, Applied Corporate Finance: A User’s Manual). He has co-edited a book on investment management with Peter Bernstein (Investment Management) and has a book on investment philosophies (Investment Philosophies). His newest book on portfolio management is titled Investment Fables and was released in 2004. His latest book is on the relationship between risk and value, and takes a big picture view of how businesses should deal with risk, and was published in 2007.
He was a visiting lecturer at the University of California, Berkeley, from 1984 to 1986, where he received the Earl Cheit Outstanding Teaching Award in 1985. He has been at NYU since 1986, received the Stern School of Business Excellence in Teaching Award (awarded by the graduating class) in 1988, 1991, 1992, 1999, 2001, 2007, 2008 and 2009, and was the youngest winner of the University-wide Distinguished Teaching Award (in 1990). He was profiled in Business Week as one of the top twelve business school professors in the United States in 1994.
Editors' Note: Seeking Alpha monitors Dr. Damodaran blog and posts relevant articles on his behalf.
Jim Roemer was one of the first meteorologists ever to become a Commodity Trading Adviser and has worked with major hedge funds, Midwest farmers and traders for nearly 30 years. His unique ability to forecast both short and longer range weather trends, with a special emphasis in interpreting market psychology and major market moves in grains, softs and the energy markets, has made him a global industry leader in commodities. Mr. Roemer brings his experience to the ETF arena, in which he will make some occasional recommendations on how weather and global climate may impact such markets as corn, soybeans, wheat, natural gas, cotton, sugar, coffee and even the economy.
Information about a new managed account program, in conjunction with Robot Futures can be found at www.climaticprophets.com.
Mr. Hui has been involved in the equity markets since 1980, both on the buy side and the sell side. He is a CFA Charterholder, and has presented numerous papers to quantitative discussion groups (Sample topics include: How Global are Resource Sectors).
AB is a research-driven investment firm that combines investment insight and innovative thinking to deliver results for our clients. At AB we believe that research excellence is the key to better outcomes and as a result we have built a global firm with exceptional research capabilities. We offer a broad array of investment services that span geographies and asset classes to meet the needs of private clients, mutual fund investors and institutional clients around the world.
Chief Investment Officer, Stanford Wealth Management. Retired senior exec of Charles Schwab. 36 years active and reserve military service -- 6 in special operations, 30 in the intelligence community. Geopolitical analyst.
Author -- investment book Bringing Home the Gold.
Editor -- The Investor’s Edge®. In the 16 years from inception through year-end 2015, the Investor’s Edge® Growth & Value Portfolio increased in value from $250,000 to $1,038,453. That same $250,000 invested in the S&P 500 rose to just $422,905. (Past results are no guarantee of future performance; maybe those 16 years were pure luck.)
Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
If you have a $500,000 portfolio ($250,000 for solely mutual funds & ETFs) you may contact me for a no-obligation "second opinion." email@example.com.
This account will be used by Seeking Alpha to publish the daily report of SA PRO's Top Long And Short Ideas (details below) exclusively for SA PRO subscribers. Non-subscribers will be able to read the reports 24 hours after they are published.
Seeking Alpha PRO subscribers get an early look at the best long and short ideas on Seeking Alpha and the best small to mid-cap research on Seeking Alpha, before these articles are released to millions of readers. We publish about 15-20 Top Ideas per week and about 15 top small/mid-cap research articles a market day, and they frequently move stocks. PRO subscribers also get exclusive access to Top Ideas and top research articles 30 days after release, when they become closed to other readers.
Early access. PRO subscribers get our Top Ideas and top research 24 hours before other readers. Because Top Ideas frequently move stocks, this provides an edge to traders and an information advantage to portfolio managers in understanding why their stocks are moving.
Broad research platform. Seeking Alpha PRO articles are closed to regular readers after only 30 days. PRO subscribers can access them indefinitely, allowing you to research a broad range of stocks and find people with knowledge of them. Research mid-cap and small-cap stocks with little or no coverage anywhere else.
I immigrated to the US in 2006. I started investing in India in 1999 just when the Indian markets were taking off. India had its share of Irrational Exuberance and eventually I lost quite a bit in Tech stocks from 1999 to 2002. After that I slowly moved on to cyclical (capital goods, manufacturing) and financial services stocks. I didn't have any money in the US earlier so started investing only in late 2007 - almost at the peak. And that too in REITs and finance stocks because they gave good dividend yields. We all know too well what happened to those stocks in 2008.
Now, I am trying to invest in other areas and build a steady stream of income and growth. I hold more than 60 stocks and more than 90% of my holdings are dividend growth stocks. I am short TSLA, NFLX, CRM and AMZN.
David Hunkar (pseudonym) holds a Masters Degree in Finance and Economics. He is a part-time consultant for a financial consulting firm where he manages portfolios for manages portfolios for self and family. He has been an investor for the past ten years. David focuses on foreign stocks trading in the US markets including the OTC market. He concentrates on high dividend yield and dividend growth stocks. ETFs are his another favorite investment vehicle. In addition to his contributions here at Seeking Alpha, you can also visit him at his blog www.topforeignstocks.com
Young graduate from a French Business School, I have developed a strong interest for financial markets over the years. I am particularly interested in equities and especially French stocks and Luxury goods companies.
Comments and advices are always welcome.
I specialize in European companies, sector and macro views. Qualitative and fundamental analysis are leading, while technical analysis may decide entry and exit points.
Analysis and comparison is done on the facts. The main sources are financial data published by companies and analyzed without prejudice and as objective as possible. Emotions are kept out of the equation.
I prefer to look at the fundamentals first and start additional research later to prevent becoming biased.
Comparing companies (with other companies) or to the sector often leads to surprising conclusions. Good might be bad and the other way around. I tell them as I see them.
Apart from the fundamentals the business strategy is also an important factor. The direction (and the results) are often the result of a good or bad strategy. Success and failure of the chosen strategy will become visible when viewed over a period of time.
Stephen Simpson, CFA, is a freelance financial writer and investor.
I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement".
I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell.
I don't share my models, so please don't ask.
More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
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.
10 years of buy-side investment experience.
Disclaimer: Any content on this site is NOT investment, trading, legal, or tax advice, and none of the information available through this website is intended to provide tax, legal, investment or trading advice. Nothing provided through this content whether by the owner or posted by other writers constitutes a solicitation of the purchase or sale of securities/futures. The content on this site is intended for informational purposes only, and should never be used as investment advice. Please do your own research before making any investment decisions.
Robert Hauver publishes The Double Dividend Stock Alert, a monthly investment newsletter that features the best dividend stocks and option selling strategies for income investors.
TipRanks rates DoubleDividendStocks in the Top 25 of all financial bloggers.
The https://www.DoubleDividendStocks.com website also features High Dividend Stocks By Sector Tables, and Covered Calls & Cash Secured Puts Tables, a Dividend Stocks blog, and a a Stock Market News & Data page. 845-225-4094
Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries.
After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fisher, Charlie Munger and Warren Buffett. You can read about my thoughts on a suitable portfolio structure for early retirees here.
My articles should not be considered to be any kind of investment advice. What suits me well is not necessarily good for others, as successful investing is somewhat like a marriage: If only one is perfect, the marriage won’t work. So please do your own research and remember Benjamin Graham's advice: “The investor’s chief problem — and even his worst enemy — is likely to be himself.”
I sincerely hope that my readers will ignore the Performance calculations provided by Seeking Alpha (although only to Pro subscribers, I believe). For reasons unknown to me, some of my European stock picks seem to be tracked inaccurately by Seeking Alpha's system. Spin-offs are not included in total return calculations and many of my correction requests didn't receive any answer at all. Moreover, my time frame almost never is as short as only 1 year (the maximum included in Seeking Alpha's table) and personally I consider the 1 year performance of my stock picks to be close to meaningless.
Full-time investor searching for talented operators, clean capital structures & scalable growth. No cigar butts or conventional wisdom. My investment philosophy is similar to how I live my life: acquire a few prized possessions at the right price, minimize clutter and maintain flexibility. Twitter: @indievestments
CFA Institute is a global community of more than 100,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow.
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.
Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them: Apple, Google, Coca Cola, Walmart, GE, Ford, Gap, and others.
This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time.
Consider these questions:
•What % of Apple's stock price is iPhones? (Q: Is it 5%, 25%, or 50%?)
•What % of Dell's stock price is Dell Notebooks?
•If Bing took half the market share from Google Search, what % upside could there be for Microsoft’s stock?
On Trefis you will get answers to questions like above.
You can play with assumptions, or try scenarios, as-well-as ask questions to other users and experts. The platform uses extensive data to show in a single snapshot what drives the value of a company's business.
Trefis makes the same content, data, and tools that are currently available only to professional investors today, accessible to everyone. Importantly, it makes the extensive data/tools easy to use and understand, allowing investors to leverage the platform in their decision making much more efficiently than anything else available.
Trefis is currently used by hundreds of thousands of investors, company employees, and business professionals.
Graduated from Audencia Nantes School of Management (France). CFA Level I passed in December 2012.
I have developed a strong interest in finance through my curriculum and I am particularly interested in equities.
I have work experience in corporate and investment banking and in financial markets.
I am focused on equities and specially French equities.
On Twitter @psookiew