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.
Feel free to contact him regarding investments, writing, or speaking opportunities.
In 2005 Jeff moved to the world of High Yield/Distressed Debt/Special Situations research with firms including J. Giordano Securities, Oscar Gruss & Son as well as Xtract Research. Most recently, Jeff was chief market strategist with the investment banking firm of Midtown partners (2013-2014).
Jeffrey founded late Street economics at the beginning of 2015 with the stated mission of providing capital markets and economic analysis from the top down macro perspective. His experience across the entire capital structure is well as the insight developed over several business cycles provides a unique perspective for investors of all stripes.
Goren has conducted much research on investment in equities and commodities, and many of his studies were published in “TheMarker” and “Calcalist”, the leading Israeli economic newspapers. He also, works as a lecturer in MIBI – The First Israeli Online College, and finds the time to write a weekly column about commodity in Bizportal, an Israeli investment web site.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
I have always had a passion for finance and investing. I enjoy and appreciate engaging with like minded individuals that inspire me to think beyond what is generally accepted. My investment experience spans almost ten years. The bulk of my knowledge has come from independent observation, research, patience, and perseverance. Most of my strategy is geared towards long term outlook with focuses on short term events or situations that create attractive opportunities.
I hope the articles presented here help you in your investment decisions. I value our discussions and look forward to professional dialogues. If I can ever help you with anything please contact me. Know you are always going to get a straight answer. If I don't know the answer I will either research it for you or tell you I don't know.
During the school year there may be a delay in my responses. Keep the feedback coming!
For over 25 years, we’ve been zeroing in on opportunities for long-term growth. We employ a veteran team of investment and client service professionals who deliver exceptional, personal service and industry-leading information to our clients.
Important Disclosures that Accompany Navellier & Associates Articles:
*Navellier may hold this security in one or more investment strategies offered to its clients.
None of the stock information, data, and company information presented herein constitutes a recommendation by Navellier or a solicitation of any offer to buy or sell any securities. Any specific securities identified and described do not represent all of the securities purchased, sold, or recommended for advisory clients. The reader should not assume that investments in the securities identified and discussed were or will be profitable.
Information presented is general information that does not take into account your individual circumstances, financial situation, or needs, nor does it present a personalized recommendation to you. Individual stocks presented may not be suitable for you. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.
One cannot invest directly in an index. Results presented include the reinvestment of all dividends and other earnings. Graphs are for illustrative and discussion purposes only.
Although information has been obtained from and is based upon sources Navellier believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. All opinions and estimates constitute Navellier's judgment as of the date of the report and are subject to change without notice. This report is for informational purposes and is not to be construed as an offer to buy or sell any financial instruments and should not be relied upon as the sole factor in an investment making decision. Any decision to purchase securities mentioned in this research must take into account existing public information on such security or any registered prospectus.
Past performance is no indication of future results.
FEDERAL TAX ADVICE DISCLAIMER: As required by U.S. Treasury Regulations, you are informed that, to the extent this presentation includes any federal tax advice, the presentation is not intended or written by Navellier to be used, and cannot be used, for the purpose of avoiding federal tax penalties. Navellier does not advise on any income tax requirements or issues. Use of any information presented by Navellier is for general information only and does not represent tax advice either express or implied. You are encouraged to seek professional tax advice for income tax questions and assistance.
Frances is now a writer and commentator on banking, finance and economics. Her blog Coppola Comment is widely read and her writing has featured on the Financial Times, City AM, The Economist. The Guardian and a range of online publications. She also writes for the online magazine Pieria and occasionally for the ICAEW, and she is a frequent commentator on banking matters for the BBC.
Frances has an MBA from Cass Business School with a specialism in finance and risk management. And since financial people can be creative too, Frances is also a professional singer and singing teacher. She has a B.Mus from London University and is an Associate of the Royal College of Music. She also has two teenage children and not much time to do the garden any more!
Along with publishing original financial and fundamental research on Apple on Above Avalon, Neil writes an exclusive daily email for Above Avalon members containing 2-3 stories a day (10-12 stories a week). Visit AboveAvalon.com/membership for more information.
Neil graduated as a Finance Honors Scholar from the University of Connecticut.
Managing director of Vailshire Partners, LP: a multi-strategy "two-pronged" hedge fund seeking present value, future growth, and current income through an active safe options strategy. The fund frequently sells covered calls and naked puts to earn generous income and profit from market volatility. As a physician, a strong emphasis is placed on health care, pharmaceutical and biotech equities.
Retired on June 30, 2015 from practicing medicine as a Diagnostic and Interventional Radiologist in Colorado Springs, CO.
Currently a full-time investment professional, managing Vailshire Partners, 30+ separately managed accounts via Vailshire Capital Management, as well as, working as an "emerging manager" for a fund-of-funds based in New York.
For an accurate look at my article performance, please click on the following link:
Visit QTR and check out trading ideas, commentary, and me arguing with idiots on Twitter: http://www.twitter.com/quoththeravensa
QTR's ARTICLES ARE BOUND BY SA'S CONTRIBUTOR POLICY IN ADDITION TO THIS ENTIRE LENGTHY, YET EXTREMELY PERTINENT ADD ON DISCLOSURE, WHICH SERVES AS BOTH A STANDALONE DISCLOSURE AND AN AMENDMENT TO ANY AND ALL DISCLOSURES ALREADY PRESIDING OVER SEEKING ALPHA:
Quoth the Raven's ("QTR") articles are the sole product of QTR and his personal, individual opinions. These articles are not associated with, in any way, the opinions, strategies, or works of QTR's employer, associates, or entities in any way otherwise related to QTR.
(i.e. This are solely my personal thoughts and opinions)
You agree that by reading Quoth the Raven's articles, you are acting at your OWN RISK. In NO EVENT should QTR be liable for any direct or indirect trading losses caused by any information contained in QTR's articles, StockTalks, or other internet-based dissemination methods. Information in QTR's articles are not an offer to sell or a solicitation of an offer to buy any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. QTR is not suggesting the transacting of any financial instruments and QTR suggests consulting your personal financial adviser with regards to any such transactions.
QTR makes no representations, and specifically disclaims all warranties, express, implied, or statutory, regarding the accuracy, timeliness, or completeness of any material contained in this site. Again, you should seek the advice of your personal financial adviser or a security professional regarding your stock transactions.
QTR does not, in any way, guarantee that he is providing all of the information that may be available on any topic written. QTR recommends, again, that you do your own due diligence and consult a registered financial adviser before buying or selling any security.
QTR most always holds a position in any of the securities profiled in his pieces and he constructs his SA disclosures in accordance with SA's Contributor Policy, to the best of his knowledge in order to maintain transparency and also to uphold and respect pertinent securities laws. QTR may or may not report when a position is initiated or covered. Each investor must make that decision based on his/her judgment of the market.
I am not a stockbroker or financial adviser. I am a casual investor making casual observations for the purpose of discussion and open communication and analysis of companies and stocks. All articles are my opinion only and are not suggestions to buy or sell any equity, bond, option or other financial instrument. QTR may have long or short positions in any tickers mentioned at any time and reserves the right to open, close, or modify positions at all time without notice. My conclusions are the result of my personal due diligence and have been wrong in the past. There are tons of unqualified people out there offering up financial advice and its your responsibility to sort through the BS. You don't hit the button to fill my orders and I don't hit yours, so no whining or praising over stocks covered by me.
Follow QTR on Twitter: https://twitter.com/QuoththeRavenSA
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The companies that I invest in are large stable companies with proven track records. My goal is the highest total return possible with the least amount of risk.
Professional Background: I am a healthcare practitioner with extensive experience in the pharmaceutical sector. I have a passion for investing honed over the past twenty years through various market cycles.
Started investing in stocks in mid-2013 with $100k in a Roth IRA. Dropped to $69k, up to $500k, down to $105k, up to $670k, down to $315k, up to $850k. Goal is $4m by end of 2015. I am more than half way there having achieved an 8.5 bagger (end of 2015), I only need another 5 bagger to exceed my goal. TAX FREE.
"A man who follows an independent and contrary path has no guarantee of making money… but a man who follows the great mass of conventional wisdom is practically guaranteed that he will not."
Riches are made through focus and concentration on a few stocks. Riches are kept through diversification . . .
Current investments: RiteAid and Intel LEAPS
LEAPS for Fun and Profit: service only available to family and close friends :-)
Don't try what I am doing without your own extensive research.
I seem to be chronically incapable of conveying concepts concisely. For those who suffer through my rambling, redundant, and serpentine rhetoric, my sincere apologies. I do perceive that my composition desperately needs to be more efficient, so I'll try to make it so.
I'm also incompetent in most facets of the technology areas I invest in. I'm a good circuit design engineer, but I know precious little about integrated circuit fabrication technology and many other specialities. So I depend upon others, mostly here on Seeking Alpha, who have direct experience in areas where I have little or none. The bread which appears on my table (and the jetliner which resides in my yard) arrived largely on the shoulders of those who contribute here and others from past times, and I'm genuinely grateful for their energetic and community minded generosity.
In an effort to improve perspective, I try to keep two key long term cyber system goals in mind as I try to judge whether a firm possesses a clear vision of the future. The first is the Smoking Hairy Golf Ball, an idealized liquid helium cooled semiconductor sphere with wire connections on its surface, envisioned long ago as the final stage of evolution for maximum performance solid state electronics systems. The second, and most important, is a HAL-9000 algorithm, that is, conscious life creating software. Setting aside considerations of whether it's wise to pursue that second goal, firms which steer themselves toward either or both of these goals, in the context of developing their more ordinary products, are, in my view, likely to be lucrative. And for the record, I suspect a HAL-9000 algorithm will prove to be wonderfully positive for humanity. If we develop and manage the technology wisely and compassionately...
In my view some firms are moving, step by tiny step, toward one or both of these milestones.
I'm eager to hear constructive and civil criticism, so please don't hesitate to offer your suggestions.
Itsu made mo, genki de ite kudasai (Be healthy and, by implication, happy forever please), Bruce
For a better mobile experience on Seeking Alpha click the top right menu icon on most browsers and select "request desktop site".
In addition to getting real-time article alerts, you may wish to follow me on StockTwits or Twitter by the same name. I tend to restrict tweets only to important events.
I am a former financial communications programmer, turned full-time investor. I began investing in the mid-1990s, looking for a way to achieve early retirement. (A goal in which I have succeeded, if you don't consider full-time investing a job.) I took a scientific, experiment-based approach rather than a studious one. I feel that this approach, combined with my extensive programming work in financial markets and directly with traders has given me uncommon contrarian insight into what really drives market dynamics.
To that end, my articles will center around stocks and their derivatives because that's where I have the most experience (over 20 years). I may occasionally comment on currencies, where I believe I have a sound academic knowledge, but less trading experience.
I will always refer to a company by name or some abbreviation thereof. By contrast, I will refer to the stock a company issues by its ticker symbol. I think it can be important to differentiate between the two.
JPMorgan/Chase writes on U.S. Estate taxation: "Because stock of a foreign corporation (in a no tax haven) is not subject to U.S. estate tax, holding U.S. situs assets through a foreign corporation constitutes a planning opportunity."
PREFACE: I was audited by the IRS in 1997 (after forming over 700 offshore companies). See here: https://www.linkedin.com/pulse/i-audited-irs-1997-after-forming-over-700-offshore-companies-havens?trk=prof-post
I'm an SEC registered investment advisor. I manage money. Click on the boat link below and learn how Private/NY hedge funds legally avoid CGT using offshore PFIC/QEF. If you need a managed account to trade US stocks 100% free of US Capital gains taxes and management fee taxes, contact me. I've formed over 1000 offshore companies since 1990. I have US stock brokers in Texas (member FINRA/SIPC) that will take your offshore company account.
There's a lot to know to go offshore, sorry to have to tell you.
I live in Nassau Bahamas since 1990 and I form offshore companies in no tax havens that you can really use without IRS worries. Lots of compliance, but still no capital gains taxes.
I wrote and self published a book on tax havens (Tax Havens of the World $90/Amazon.com) in 1990.
overseas agent - Anguilla Registrar
I am registered with the SEC
as Investment Advisor since 2009
54 Sandyport Drive
1 242 327 7359
Call my Magic Jack number and talk all day FREE 954 580 7491
I'm a stock picker and not afraid to put 50% of my monies on a single stock. I tried swing trading and was successful, but abandoned that practice after I purchased 10,000 shares of SUNE at $4.01 and sold ten days later at $4.52 (+14% gain). I missed "getting back in" at $4.10 (a week later), and the stock just took off after that. SUNE trades at $31 a share 16 months later.
The thing that lifted me out of financial nomansland was my study and self publishing a book on tax law and tax havens. In the 1990s I formed on average 100 offshore companies every year for 10 years in a row. That's 1030 Bahamian companies and 360 Anguilla companies. Anguilla is an overseas territory like the Cayman Islands and has no income, estate, gift, capital gains or other taxes of any kind. Laws that provide and sanction these tax exemptions come out of London - and not by chance.
IF you ever decide to go offshore for asset protection reasons or to avoid US capital gains taxes legally, read this link and learn how to file IRS Form 8621, or you WILL BE sorry.
Passive Foreign Investment Companies (called PFICs by the IRS) don't have to file US tax returns. Think about that! That's why more than 50% of the hedge funds in New York are organized offshore.. mostly in the Cayman Islands.
Not an easy game to figure out... US TAX CODE... GLTU
Romney filed form 8621 for 10 QEFs in 2010. A QEF stands for a Qualified Electing Fund by the IRS!
“Mitt Romney’s former firm Bain Capital – $77 billion AUM http://www.baincapital.com – has at least 138 funds (called Passive Foreign Investment Companies and QEFs by the tax code) organized in the Cayman Islands.
IMAGINE MAKING $19,299 DOLLARS in 7 weeks at a cost of just $9.99 cents?
No employees to hire... No customer receipts...
No rent to pay..
No electricity bills...
No applications to fill out..
No BOSSES to bother with...
From April 29th thru June 22 2014.... My $92,000 / 2000 shares of PRXL (15,000 employees) are up 20.78% and $19,200 dollars in just 7 weeks since I purchased them for $45.58/share for $9.99 in broker commissions using my discount broker account.
PRXL is/was the only stock I purchased in 2014. If you are going to hit it out of the ball park, just do it. I SOLD PRXL two months ago at $54.15 to take profits. The stock traded as high as $64 a share after that but today is at $53. Still ahead $16,700! Why swing at every pitch like the mutual funds for a paltry 5% a year return at BEST?
UPDATE (June 30, 2014): We just added 1000 shares of GILD ($83,500) at $83-1/2 a share. TP is 125 a share.
GILD NOW AT $109-3/4 (up $26,000 in 8 weeks)(and 31%)..Sept 3 2014. I'll take IT!
Added 4000 shares ($34,160) of ONNN at $8.54 on August 6 2014. ONNN ended the week of Aug 29 at $9.76 - UP 14.11%...and $4,850 STILL hitting homers here...
ADDED ANOTHER 500 SHARES ($50,375) OF GILD TODAY (Sept. 15) at $100.66. TP is $150 in 12 months.
UPDATE... ADDED 2,000 shares ($81,300) of TRN at $40.66 on Oct 6 2014. TP is $60 in 12 months.
My last 14 trades --- profits in actual dollars
Most owned for three to 6 months.
NINE of the 14 are up over 100% from the price I paid for them.
All my trades below since January 2012. JUST TWO losers.
An asterix * indicates 100% double
a double ** indicates 200% since purchased.
NOTE: I did not hold any of these stocks to a 100% return. I guess you could say I should have, but hind sight is not 20/20 (and is meaningless).
PRXL + $16,700 (sold at 54.15 after two months of ownership)
TRW +$32,000 ** (+45% / my return in 3 months)
RS +$26.163.78 * (traded twice in three months in late 2011)
MYL + $8,000 (a few weeks) * (bought at $17-5/8 - now $48)
HFC +$22,000 * bought at $22 - sold at $33 .. now $50.
Barrick Gold ABX - $15,000 LOSS ....Bought at $42..SOLD at $35.. now $18.
SUNE +$5,400 ** ** Bought 10,000 shares at $4.10.. now $22 a share! (up 400% in 12 months)
TM +$25,000 Bought at $77 sold at $103.
EMN +$4,500 *
URI +$7,000 ** Bought at $29.9 now $118. UP ALMOST 300%.
TEN +$4,400 *
MGA +$15,000 ** bought at $34.9 now $112 (still own some of this)
BRCM - $3,300 (bought at $30.01 sold at $27 for a LOSS ... but now trades at $40)
APA + $3000
TOTAL = $149,563
SEC Registered Investment Advisor
Overseas agent - Anguilla registrar
54 Sandyport Drive
P.O. Box CB 11552
1 242 327 7359
Fax/phone: (242) 327-7359
A LESSON IN TAX AVOIDANCE FROM THE TAX PROFESSOR YOU NEVER HAD...
COPY AND PASTE and study THESE LINKS for your own educational benefit.
Goldman (30,000 employees) is everywhere offshore. It's called structured finance . ....Goldman Sachs (Cayman) Trust, Limited operates as a subsidiary of Goldman Sachs (Cayman) Holding Company. One PFIC owned by the other one.. that's the way you do it.. http://www.camanabay.co.uk/goldman-sachs/
Goldman has done lots of deals with Mitt Romney who filed form 8621 for 10 QEFs (also called PFICs by the IRS) in 2010. A QEF stands for a Qualified Electing Fund by the IRS!
The IRS does not require that a PFIC/QEF file a US income tax return.
IRS can’t/won’t audit a “no tax return required/filed” situation!
WHAT FOLLLOWS NEEDS UPDATING.. Read at your own peril. URI purchased at $29 is now over 100. - UP 250%. Yikes. This was a Standard and Poor's recommendation... Thank them.
SUNE purchased in April 2012 at $4.01 is at $22 - and still has no earnings. tried to "play" and buy back but stock took off. STILL MADE an 18% return in just a few days. OH Well!
In 2012 my real dollar portfolio of 10 stocks was up about 48% - led by HFC (22.3)(up over 150% since purchase of 2000 shares), TRW (33 - now 58.75 - 81.5%), EMN (35 - now 71.25 up 102%) MYL (17.5 now 28.29 - up 61%). Positions in all the above were closed out in 2012.
My most surprising winner was URI (29.58) purchased in July 2102. While I sold URI at 36.4 (for a 23% winner in 48 days), URI trades at $51 a share today - up 70 percent in 5 months.
7 of the 8 stocks I actually bought in the last 13 months are up over +45.7% in price.
Six of the 8 stocks I actually bought in the last 13 months are up over +59.15% in price.
Two stocks (out of 8) are up over 100 percent. HFC = 151.3% ...More + EMN +102.8%).
I had one loser in all of 2012 ABX (down 19%) - which I sold for a tax loss. All my other purchases were up.
How did your IPO purchases do last year? Groupon? Facebook? Zynga?
Below are ALL my 2012 purchases (and sold!)... Followed by the price purchased.... Followed by the price today.
Had I adopted a Warren Buffet type strategy and just bought and held onto them I would have been ahead about +65.123 in 2012 vrs the DJIA up about 6%.
TRW was purchased at $32.5 a share in December 2011. TRW trades at 57.44 today. TRW is UP +76.6% vrs the DJIA up 8.9%.BUT NOW OVER $100 a share!
HFC (HollyFrontier) was purchased at $22.3. HFC trades at $49.67 today. HFC is up +123.3% vs the the DJIA up 8.9%. Now OVER $50 A SHARE!
EMN (Eastman Chemical) was purchased at $37.3 a share. EMN trades at 71.52 today up +102.8%% vs the the DJIA up 8.9% NOW over $85 a share!
TEN (Tenneco) was purchased at 25.66 a share. TEN trades at 34.4 today...up +45.7% vs the the DJIA up 8.9%.. NOW over $67 a share!
MGA (Magna International) was purchased at 32.87 a share. MGA trades at 52.52 a share UP +59.15%.. NOW over $110 a share. I still own some of this one.
URI (United Rental) was purchased at $29.59 a share. URI trades at 51.27 a share today. URI is up +73%.. NOW over $114 a share... DO YOU BELIEVE IT?
ABX (Barrick Gold) purchased at $42 a share. ABX trades at 32.8 a share today down - 21%
MYL (Mylan labs) was purchased at $17.4 a share. MYL trades 30.5 today UP +74.55% NOW over $50 a share.. (Aug. 22 2014)..
Note: Mylan labs was owned for only one month in /December 2011 for an +19% return.
Call me if you have questions.(242) 327-7359
Need a professionally drafted hedge fund prospectus for your clients? I have a fine one, and I can register a fund in the Crown/overseas territory of Anguilla for you.
Overseas agent - Anguilla registrar (since 2001) offshore companies and Bahamas banking since 1990 ... security analyst (stocks).
I covered Anguilla in my book - Tax Havens of the World (8 edition/Amazon.com) - and ironically ended up making it my new base of operations. Long story.
Contact us for a safe trip offshore!
Disclaimer: Readers are advised that the material contained herein should be used solely for informational purposes. This information is not investment advice or a recommendation or solicitation to buy or sell any securities. Readers should conduct their own research and due diligence and obtain professional advice before making investment decision. Readers are solely responsible for their own investment decisions. Investing involves risk including the loss of principal.
IRS Circular 230 Disclaimer: To ensure compliance with IRS Circular 230 any U.S. Federal tax advice provided in this communication is not intended or written to be used and it cannot be used by the recipient or any other taxpayer (I) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer or (ii) in promoting marketing or recommending to another party a partnership or other entity investment plan arrangement or other transaction addressed herein
Analyst Tip Ranks: https://www.tipranks.com/experts/dr.-paul-nunzio-desantis%252C-pharm.d
Before going independent, I was the head analyst at a boutique Israeli hedge fund. Today I am a consultant to several multibillion-dollar firms.
I have covered many sectors, including technology, solar and semiconductors. I have learned to connect the dots and discern how forces in these various industries will affect individual companies.
I am a big believer in analyzing investments from the top down. This means identifying themes and trends that can reveal where industries and individual companies will be in the future.
There are no magic formulas for this process, just a lot of hard work. After I've found a company, analyzed it and concluded its value, then it is just like a poker game with endless cards. All we have to do is sit and wait for the next card to reveal itself and adjust our thesis accordingly.
Once we find the true value of a company, we must ignore day-to-day market chaos. If we have done our research properly, we do not need to worry if the Dow goes up or down a particular day, week or month.
Peter Lynch, Ben Graham and Phillip Fisher are my biggest influences. I encourage anyone who wishes to learn more about the market to read any of their books.
I'm not much for diversification. I tend to put a substantial amount in a few baskets and then watch those baskets very, very carefully.
Dividends are not particularly important to me; I believe in a philosophy that shareholders should remain shareholders for life unless the market severely overvalues a stock. Therefore, strong capital reinvestment capabilities are what I look for in management and corporate history.
Where others enjoy rock climbing or wine tasting, I enjoy picking the brains of Warren Buffett and other prominent value investors of our time.
Brian Nelson is the President of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at email@example.com.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum