Technology and business consultant, who invests in Canada Europe, Australia, and USA. Deep financial sector and financial services experience from both business and technology perspectives. A do-it-yourself income investor, who is always evaluating and seeking high-yield and long-term, long positions.
Executive Director of SPVInvestor Research, Inc.
I am evaluating solar companies based on their operational, financial
and growth factors. I can be found on our forum at
My professional background is in distribution, logistics, profit and loss management
within supply chain at the distribution level.
I am a private investor with a bias towards undervalued stocks and stocks offering good dividend yields.I mostly write on financials, utilities and small caps. I do not offer financial advice, readers should do their own due diligence.For the optimal experience on this site request the desktop site when making use of a mobile device. The link here will take you to my TipRanks rating.
Day trader whose strategy is based on arbitrages in preferred stocks and closed end funds.My group consists of 10 traders.We trade every single preferred stock or closed end fund that provides an arbitrage opportunity. Our research includes stocks that most of the people have not even heard. We have developed our own statistical tools that make most of our arbitrages statistically proven. As a trader I don't just analyse , I trade my analysis and pay the price when I am wrong.That is the main reason I respect opinions only when backed by taking the risk of being wrong.Words or opinions mean nothing in this business and the only person who is right about a certain situation is the one who makes money out of it.
Williams Equity Research analyzes trading strategy, individual stocks, asset classes, market sectors, and risk to reward parameters in order to provide valuable insight to the Seeking Alpha community.
The author has over 10 years of experience in the financial markets working in areas of equities trading, complex product analysis, and risk management, as well as a graduate level education in the areas of petroleum engineering (full), law (partial), and finance (MBA, partial).
I have been a software engineer developing applications in various fields for nearly 30 years. I began investing in mutual funds for my 401(k) back in 1988.i started investing outside of my retirement account a little over 15 years ago. I used to follow a value oriented strategy, but after I saw how that worked less well than I liked during the financial crisis, I began to switch over to a more income based approach. I had always thought that dividends were important but didn't have a systematic way to evaluate stocks that paid them until I found SA and DGI. Starting around 2010, I have switched my portfolio to a DGI strategy. One of my most profitable picks turned out to be Freddie Mac, which I originally chose because I liked the dividend and because I once worked there. When it first ran into problems I increased my holdings because it still looked like a good value to me. I eventually managed to buy several thousand shares at a cost of $0.50 (I knew that was a good value) and eventually exited the stock at a price that was $5 a share above my average share cost. My biggest miss was when I sold out my 100 shares of Apple shortly after Steve Jobs returned but before he had done much to improve the companies outlook. My holdings include : ABBV CMI CVX DLR EMR LTC F GIS INTC JNJ KMI KO KHZ LMT MCD MO MSFT O OHI PG T VGR WEC XOM
I'm the editor of UK Value Investor, an investment website and newsletter for defensive value investors. I have been an investor since the 1990s and since 2010 I have been developing and applying a "defensive value" approach to building a high yield, low risk share portfolio.
This strategy is unique in that it focuses on a series of quantitative financial measures that look back through 10 years of financial results to find companies that have the best combination of quality and growth at the best prices.
I also write the blog at UKValueInvestor.com, and occasionally publish other content such as guides and spreadsheets.
Having left school at 16, I trained as a mechanical engineer but later switched to a career in insurance software. That lasted for more than a decade until I started my newsletter business in 2011.
My book, “The Defensive Value Investor”, covers my investment strategy in detail.
The goal as everyone knows, is to buy good stocks at a discount and sell-short overvalued stocks when they are at a premium. I have a background in business and deal with internal models, analysis, sales pitches and ad information daily. In my downtime, I am enthusiastic about the markets highs, lows and volatility. I believe in real lags between market and business reactions, with the former often in advance of the latter, and vice versa. I look to call manic enthusiasm with a distinct opportunity to go short. A change in sentiment is all it takes. I research fundamentals while scavenging for value.
I'm an Army veteran and former energy dividend writer for The Motley Fool. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams, and enrich their lives. With 20 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 5% to 6% yield
2. Offers 9%-10% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
Eternal Daily Dividend Growth Endeavor (EDDGE)
Projected Long-Term Dividend Growth: 10.0%
Projected Long-Term Total Return: 14.8% (63% above S&P Historical norm)
Portfolio FCF Margin: 21.8% (vs S&P 500 4.24%)
Portfolio PE: 15.82 (15% below S&P 500)
Real Estate: 27.5%
Consumer Discretionary: 6.4%
Consumer Staples: 4.1%
Business Services: 3.3%
Basic Materials: 1.3%
Auto, Tire, Truck: 0.8%
Industrial Products: 0.6%
1. Icahn Enterprises (IEP): 1.63%
2. Dynagas LNG Partners (DLNG): 0.98%
3. Gaslog Partners (GLOP): 0.97%
Caiman Valores is a Colombian investment consultancy operated by Matt Smith who has over a decade of experience in investment management. He speaks Spanish, has travelled extensively through South America and lives in Colombia.
His approach to investment analysis relies on gaining a fundamental understanding of the company and then applying a macro-economic overlay. Matt has over two decades of experience in investing and working within investment management and high net worth banking.
He earned a Master of Business Law from the University of Sydney, a Master of Arts in International Relations and a Bachelor Degree in Political Science and Economics from the University of New South Wales.
Please feel free to contact him if you have questions regarding investments, writing, or speaking opportunities via email at email@example.com.
Simplistic value-investing ideas and commentary.
This contributor is a Sweden-based devoted student of the markets (and M.Sc. Finance holder).
Open-minded investment discussion on posts is much appreciated!
For other Seeking Alpha-related inquiries please use the private message function. Otherwise you find E(R) on Twitter (@EklundResearch)
* Update: Since late 2016 contributor is currently inactive until further notice, Will not discuss Nordic equities.
Awarded a 2015 & 2016 "Top 50 Financial Blogger" by TipRanks.com
- Ranked #44 out of 4,408 bloggers (#106 out of 8,174 overall experts) as of 8/18/15
- Ranked #37 out of 5,383 bloggers (#107 out of 9,507 overall experts) as of 8/18/16
Favorite Long-term Speculative Companies:
TVIA, COGT, BH
Retired system engineer, project leader, and developer from high technology.
Long equity, income investing, short and long puts and calls.
No formal MBA training, not a registered financial advisor.
All articles and comments are with the expectation that individuals perform their own due diligence in their trades.
Periwinkle forms a very tough ground cover. I have transplanted a significant number of these plants to remediate a steep and difficult-to-manage area of my property.
A buy-side equity research analyst and a deputy portfolio manager covering global financials.
With nearly 10 years of investment experience on both buy- and sell-side, I provide research coverage on U.S., European, LatAm and CEEMEA banks/financials, including fundamental analysis, DCF/multiples valuation, commentaries on price-sensitive events and actionable trading ideas. If you are interested in the topic, click the "Follow" button beside my name on the top of the page.
Feel free to e-mail at firstname.lastname@example.org
An anonymous contributor who would like to share some of his views. My choice for the pseudonym "Junius" has been inspired by the British political writer in the 18th century who wrote a series of letters promoting individual freedom and liberty; and whose identity has been a source of mystery ever since.
My background is in economics and I always look at how macroeconomic fundamentals affect a given company.
I have an interest in value growth stocks, and options trading. In particular, I enjoy looking at foreign stocks. Although I trade mainly stocks and stock derivatives, I do sometimes trade other financial instruments whenever I believe an opportunity arises.
I have been "managing" my portfolio for the past ten years. Managing in quotes because I didn't do very much for myself. Instead, I listened to the advice of family and friends and the talking heads on TV.
My wake-up call came a few years ago when I calculated my annualized return and discovered I did little better than a savings account.
I decided that my process was not working. I would often swing for the fences by buying small companies, only to make paper profits and lose them. I had no buy or sell discipline and that was hurting my returns. I embarked on a journey to overhaul my investment process.
I read books and online articles (a lot of Seeking Alpha) to learn about other people's processes. I made myself a model in MS Excel that at least acts as a baseline for decision-making and helps instill discipline in my process. By using this model my returns have improved considerably.
Value investing is a philosophy that sits well with me, and I'll say I identify most with it. Not exclusively, but it's generally what I look for. It's funny that when I started swinging for singles and doubles instead of home runs my returns increased.
My journey is still in its early stages, only three years in (and in a rising market, to boot). I will have to wait and see where the next 10 years take me. For now, I'm happy with my new process and recent results.
It's been quite a journey the past six years as I've learned about stocks, technical analysis, swing trading, dividend growth investing, and now options. For 17 years, I home educated our children and tutored, while my husband supported the family. Once I worked myself out of that job, I had to decide what I should be when I grow up. Without a useful degree, my income is minimal, but I really enjoy my part-time jobs. I have used my jobs as a learning tool more than an income tool and they have been very profitable. I focus the rest of my time making my husband's income the most useful it can be, and managing our home. I enjoy playing with bookkeeping, finance, investments, taxes, and strive to be the best steward of all the resources (time, energy, health, family, money, stuff) we have. The only purpose of my investing was to be able to afford to retire at a normal, reasonable age and hopefully to live off the dividends from those investments without needing to spend down the principal. As health concerns are forcing us to consider earlier retirement, the portfolio income may be needed at anytime. This does not worry me, it just changes the trajectory of the portfolio. I am very thankful for the gentle start into investing and am excited by what might happen in the future. I’m so glad this website was recommended to me and I genuinely appreciate the contributors and their comments here and the growth that has happened through participation on the forum. In case you're wondering about 'inzkeeper', I formerly managed an inn and the email moniker has stuck with me over the years.
I'm a self-directed investor who shares my experience in investing. I read, learn, and apply every day.
I write about value & dividend investing from the perspective of a Canadian. I invest in individual stocks on the US stock exchanges and the Toronto Stock Exchange.
As I write, I reflect on my own actions and results, which is an amazing exercise. I encourage individual investors who enjoy writing to try it.
I appreciate the work done by SA staff & authors and love the SA community that engages in meaningful discussions.
I am a retired 20 year Wall Street $ manager. I specialized in fixed income, equity positioning with covered call writing hedging strategies. My experience is finding undervalued or oversold companies, taking a long position and writing a covered call to increase my monthly returns. Over time this strategy has outperformed most with minimizing risk.
Josiah has over 8 years of experience in corporate finance, financial consulting and accounting. He specializes in high-yield fixed income and exchange traded debt securities. Currently, he manages his personal fixed income portfolio and retirement portfolio.
Josiah holds a Masters of Science in Finance degree from Loyola University Maryland and is currently completing a Masters of Accountancy degree from The George Washington University.
Hoya Capital Real Estate is a Connecticut-based Registered Investment Advisor that focuses on research of the commercial real estate industry, and advisory of well-balanced public real estate equity portfolios.
All of our research is for educational purpose only, always provided free of charge exclusively on Seeking Alpha. Recommendations and commentary are purely theoretical and not intended as investment advice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. For investment advice, consult your financial advisor.
I am a private investor, focused on value investing through balance sheet analysis.
I am not a financial professional nor do I work predominantly in finance.
I am a Business Development professional, working to develop new offerings into strong businesses.
My academic background is in Engineering and management.
Besides one basic accounting course at university my investment knowledge is self-taught.
Reading books, SEC filings, annual reports, analyst reports, blog posts, MOOCs, message boards and listening to select podcasts and conference calls has helped me enormously to evolve as an investor.
Canadian CFA Charterholder that researches mostly small-cap firms in a number of industries in my spare time. My professional background is primarily in the utilities industry, so much of my research will be focused on that segment.
In the past, my research has mostly driven my own portfolio, but I am looking to share this research with a wider audience, mostly out of personal interest.
Asia/U.S. Deep-Value Wide-Moat Stocks is a research service for value investors seeking value stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high quality businesses, hidden champions and wide moat compounders).
Those who believe that the pendulum will move in one direction forever—or reside at an extreme forever— eventually will lose huge sums. Those who understand the pendulum's behavior can benefit enormously. ~ Howard Marks
Investment ideas for Asia/U.S. Deep-Value Wide-Moat Stocks are generated from screens, insider trades, 13Fs, fund manager letters, analyst reports, blogs and forums. The initial ideas sourced are subsequently evaluated using The Cheapness-Safety-Quality (CSQ) framework, applying customized investment checklists to ask the right questions of the investments in question, along the dimension of cheapness, safety and quality. Asia/U.S. Deep-Value Wide-Moat Stocks' value investing philosophy borrows from the wisdom of value investing gurus, using both quantitative screens and qualitative inputs to filter the global stock markets for investment ideas.
Here at Hillside we consider ourselves the self appointed ambassadors for the convertible asset class. As part of this effort we publish our Hybrid Vigor newsletter on a weekly basis. Hybrid Vigor is the only independent research published on convertibles and includes our proprietary HARP and HOCS methodology rankings as well as fundamental reports on current and potential convertible issuance. Through our experience we have built a prodigious network of industry contacts to leverage in addition to our in-house talent. As a result, we offer much more than our weekly report. Feel free to reach out to us regarding our bespoke offerings on portfolio/account management, sub advisory, research, training and consulting menus.
I work for a small long/short, value-oriented investment partnership. On the long side, we prefer to invest in high quality businesses that possess discernible competitive moats, which operate in industries with reliable, growing end markets. For short positions, we generally look for companies that operate in highly competitive markets with low barriers to entry. We also specialize in "special situation" shorts, which may include circumstances where we believe a company's management team has misled investors about business prospects or where the market has misread certain corporate developments.
Mid Market M&A consultant specializing in technology and energy industries. Individual Investor for over 25 years. Growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.
I have a keen sense of cutting through management and Investment banker commentary and seeing true value of companies. A lot of my views tend to be controversial for that reason but at the same time remarkably accurate.
To get a feel for my writing, readers can puruse a few of my recent against the grain calls:- with extremely high success rates.
Reuben Gregg Brewer spent about 15 years at world renowned Value Line, the Publisher of The Value Line Investment Survey. During this time he worked in various facets of the company's research efforts, including equities, mutual funds, convertibles, and options. For six years, he directed all of the company's research efforts as Value Line's Executive Director of Research. Today he writes about the things that interest him.