I am an independent investor with a background in finance & marketing. My investment philosophy is focused on value growth or special situation investing with an added focus on the O&G sector. I am also interested in shareholder activism and issues related to corporate governance.
Hedge Fund Insights is a premium service tailored to long-term oriented value investors. We provide subscribers with detailed idea analysis, real-time trade updates, and portfolio composition.
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Scouting for fundamentally-strong companies that are capable of doing well in any market. My approach will involve scanning financials, studying the industry, and link the two to provide investment advice.
Catharina is an expert in the energy sector, including utilities, oil/gas, cleantech and unconventional/alternative energy. She has been a ranked analyst for global investment banks for many years. Her analysis covers thematic ideas and long as well as long/short stock picks.
As I'm a long-term investor, I'll highlight some stockpicks which will have a 5-7 year investment horizon. As I strongly believe a portfolio should consist of a mixture of dividend-paying stocks and growth stocks, my articles will reflect my thoughts on this mixture.
Karl Francis is a private investor, living in Europe, with academic degrees in engineering and economics. He has worked for more than 30 years in various fields as an independent consultant for multinational enterprises and international agencies around the world. For about ten years, his work was energy related.
I am a high school teacher for a decade.
Before that I was an analyst (operations and financial) and for a short time a Controller
I have a B.S. with an emphasis in Accounting and an MBA (for which I studied Finance, Economics, and Management)
I passed the CPA exam on the first try and am a retired CPA in the state of Maryland.
I have a high school teaching credential and an MA in Math Education
Liquid Beta provides a perspective on the oil and gas markets from a petroleum engineers point of view. With 10 years of oil and gas experience, Liquid Beta has had first hand experience with both conventional and unconventional resources which helps to provide insight into the valuation of oil and gas companies. Ongoing global events are also incorporated into the analysis to provide a macro level view on commodity prices.
Daniel is currently the manager of Avaring Capital Advisors, LLC, a registered investment advisor that oversees one hedge fund. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein.
TheNextCommodityBoom.com is a website dedicated to commodities. Oil, gas, gold, silver, uranium...you name it, we cover it. We are available to fill freelance or permanent writing copy needs for websites/magazines/newsletters. You can contact us at email@example.com.
I was born in India in October 1957 during the waning years of British colonialism. I returned home to native Scotland as a infant and grew up in the small country town of Kirriemuir, famous as the birth place of J. M. Barrie, the creator of Peter Pan, and of Bon Scott, lead singer with rock band AC DC.
In 1979 I graduated from The University of Aberdeen with a BSc degree in geology and went on to defend a PhD in 1984 that examined Crustal Evolution in Western Norway based on radiogenic isotope data. In 1983, my wife and I moved to Norway where we both worked at The University of Oslo. In this period I worked on developing methods that employed natural radiogenic isotope ratio variations in rocks and fluids to help characterise the layering and connectivity of oil and gas reservoirs and have since published a number of papers on this topic.
In 1993 we returned home to Aberdeen with a one year old infant and I would establish an isotope geochemistry analysis and consulting business that would eventually employ 12 people and operate 3 mass spectrometers. Business boomed during the early years with a spate of large new field developments that would fuel the second peak in UK oil production in 1999. But a glut of oil on the market would see the oil price fall below $10 / barrel in 1998 that would lead to one of the periodic busts in the industry which my company survived but would never fully recover from.
On September 11th 2001 I decided to throw in the towel and sold the analytical part of the business but continued doing consultancy work for the oil industry until 2005. In 2003 I fortuitously invested some money in a range of small oil stocks and had become intrigued to understand why their value and the price of oil seemed to be set on an ever upwards trajectory. I had for a long while been fascinated by the concept of peak oil and read a few books including Richard Heinberg’s The Party’s Over, Matt Simmons’ Twilight in The Dessert and Daniel Yergin’s The Prize. And then one day in 2006 I stumbled upon The Oil Drum blog without realising at the time that this enterprise would consume the greater part of my time for the following 7 years.
At that time The Oil Drum provided unique insight to the pandoras box of the energy world that society was struggling to understand. Escalating oil and energy prices meant spreading energy poverty through the poorer parts of OECD society and throughout the developing world. Politicians and policy makers were caught off balance and did not know how to respond. Not much has changed.
I have two sons, both recently graduated from university, a wife who works for the oil industry and two dogs who take me for a long walk every afternoon. I am under a certain amount of pressure to contribute to family income and so undertake occasional consulting jobs for the energy industries. But my real passion is to try and understand the various components of how The Earth energy system works and to educate politicians, policy makers and the public on Energy Matters so that better choices can be made. I hope the articles I write for Energy Matters may one day build into a book and that I may somehow make a living from data analysis, writing and public speaking.
In 2009 I was appointed as Honorary Research Fellow at The University of Aberdeen where I teach occasional courses.
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.
Jennifer's areas of expertise include energy trends —their economic and geopolitical implications—and resource sustainability issues. Other interests include shale oil and natural gas, climate change, green and efficient infrastructure, China, India, and the energy-water nexus.
Her work has been published in various academic, policy and business publications such as Far Eastern Economic Review, Economist Intelligence Unit’s Executive Briefing, Journal of Structured Finance, Lloyd's List, D CEO, Energy Trends Insider, Financial Sense, and many others. She has been interviewed for numerous radio broadcasts and news stories, and presented her work at various conferences. From Dec 2010 to April 2013, she was the CEO/President of a global affairs organization focused on cutting edge trends. She organized and moderated panels on global gas, energy security, energy infrastructure finance, and urban development.
She has a master's degree from London School of Economics, and bachelor's in finance/marketing. She is principal of Concept Elemental, a strategic communications consultancy focusing on knowledge work, and includes over fifteen years of financial services industry work. She works with a top University, "translating" cutting edge research as well.
I'm a CFA Charterholder and hold an MBA in Finance.
I spend a large amount of my free time analyzing and investing in energy companies of varying size. I'm currently covering oil and gas producers in the Permian Basin and the Eagle Ford. I try to provide quarterly coverage for several companies. I also look at oil and gas producers globally, in search of strong value plays. Anytime I find one, I write about it.
I will do my absolute best to provide quality research for you to consider in your investment decisions. However, I suggest you consult with your financial advisor prior to taking any action after reading an article, comment, private chat, or any other communication that I wrote. I urge you do your own research and draw your own conclusions prior to taking any action. My articles or comments are your starting point for your research. After you enter a trade, you are on your own to enter, exit, or take no action on the trade. I am not liable for actions you take after reading something that I wrote.
I am a 65 year old retired engineer and company manager. I have been investing in the stock market for twenty years.
I was involved in engineering for the mining industry, so I like to write about mining companies. However, I will write about whatever catches my interest.
I believe in value investing, and fundamental analysis, and I look for stocks which are undervalued with a low risk profile
I am a retired bank executive with a masters/undergraduate degrees in economics/finance from a Tier 1 institution, with a finance designation. I am a full time active investor with a focus on Canadian Small cap stocks.
Phillip Goldstein co-founded Bulldog Investors, LLC, an SEC-registered investment adviser, in 1992. Mr. Goldstein has served as a director of a number of closed-end funds and is currently a director of the Mexico Equity and Income Fund Inc., Special Opportunities Fund, Inc., Imperial Holdings, and MVC Capital, Inc. He is a Principal of Brooklyn Capital Management, LLC, an SEC registered Investment Adviser. He graduated from the University of Southern California in 1966 with a Bachelor of Engineering degree and from City College, New York in 1968 with a Master of Engineering degree. Mr. Goldstein has appeared on CNBC and is a widely quoted expert on closed-end funds and shareholder activism.
My investment work is strictly non-professional. I seek to maximize value by developing data-rich, bottom-up models that forecast future company performance based on prior history. I focus on companies in the energy sector that deliver value to investors through regular distributions.
Professionally, I'm an engineer with experience in statistical process analysis.
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
I focus on investments in the oil & gas sector with an eye for dividend income and long-term capital appreciation. I typically allocate a portion of my own portfolio and devote some of my Seeking Alpha articles to small and medium sized companies offering compelling risk/reward propositions.
I am an engineer, not a qualified investment advisor. While the information and data presented in this article were obtained from company documents and/or sources believed to be reliable, they have not been independently verified. Therefore, I cannot guarantee its accuracy. I advise investors conduct their own research and/or consult a qualified investment advisor. I explicitly disclaim any liability that may arise from investment decisions you make based on this article. Thanks for reading and I wish you much success – Michael Fitzsimmons.
Elliott Gue knows energy. Since earning his bachelor’s and master’s degrees from the University of London, Elliott has dedicated himself to learning the ins and outs of this dynamic sector, scouring trade magazines, attending industry conferences, touring facilities and meeting with management teams.
For seven years, Elliott Gue shared his expertise and stock-picking abilities with individual investors through a highly regarded, energy-focused research publication. Elliott Gue’s knowledge of the sector and prescient investment calls prompted the official program of the 2008 G-8 Summit in Tokyo to call him “the world’s leading energy strategist.”
He has also appeared on CNBC and Bloomberg TV and has been quoted in a number of major publications, including Barron’s, Forbes and the Washington Post.
In October 2012, Elliott Gue launched the Energy & Income Advisor (www.EnergyandIncomeAdvisor.com), a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
The masthead may have changed, but subscribers can expect the same in-depth analysis and rational assessments of investment opportunities in the energy sector.
I am a Level III candidate in the CFA program. I have passed the Level I exam in June 2014 and the Level II exam in June 2015.
Outside of my interest in investing and stock analysis (which I currently do in my free time,) I am an IT project manager for a large multi-national firm. With my background in technology I have particular interest and stronger circle of competence in tech stocks, although I venture from this domain to certain other industries as well where I feel the businesses are simple and understandable or where I have particular first hand knowledge.
I consider myself a value investing enthusiast, following a bottom up fundamental analysis style approach. My value investing approach is quite simple - I look to "figure out the value of something, and pay a lot less".
I do not consider Growth and Value stocks as mutually exclusive, and in fact my favorite investments are:
small cap companies with good long term growth prospects,
strong business fundamentals
low financial leverage,
trading at an attractive valuation, and with some sort of short term difficulties that have caused the market perception to be negative in the short term.
To value companies I use a variety of techniques, sometimes heavily favoring traditional value metrics like P/B, and also I like good business (ROIC, ROE) trading at attractive multiples against EBITDA. I do discounted cash flow analysis where appropriate, and in some cases favor heavily on comparative valuation.
Mr. Berger is the creator and developer of the YDP screening tool, a chart system and its analysis for screening and monitoring dividend income equity investments. The recipient of Seeking Alpha's Outstanding Performance Award, he also has been Seeking Alpha's #3 ranked Author for Income Investing Strategy & #4 for Utilities.
20 years of sitting in the board room gives me unique insights into Oil & Gas investments and corporate deal making in general. Additionally, he offers a Premium Research subscription service for boosting income while reducing market risk using covered option writing on a dividend income equity portfolio.
Residing in Brazil gives me a local's inside view on the pulse of its economy, politics, investment climate and breaking news. A view of my front yard is available here.
A former Chief Operating Officer, Director, Vice President and General Manger of Oil and Gas for Southern Pacific's Oil and Gas Operations, Business owner, geologist, and cribbage player, I've been an investor for over 48 years (started young at 13) and learned my lessons the way that makes them stick, by hard knocks and both big and little mistakes. Hopefully I can share some of those lessons with others.
I am an American expatriate that decided to retire at age 57 in 2009 and now live in Brazil. As an early retiree I invest for income and manage portfolio risk by screening for strong and reliable historic data along with favorable fundamental and technical current trends.
I spend 6 months/year living at home in Brazil and 6 months/year traveling the world. I have structured my financial positions so that I live virtually tax free with much of my income exempt from US tax since I live ex patriot and a lot of my US derived income over the annual ex-patriate exemptions is held in my tax free ROTH and tax deferred IRA/SIMPLE plans. This enables my tax savings to pay for my 6 months of annual traveling :) .
My investing is for income and appreciation with a balance of low to moderate short term risk and low long term risk. To accomplish this I use quality dividend payors with a long track record of steady or increasing dividends along with slowly appreciating equity prices. I target a 6 to 9 % yield and almost exclusively require a minimum history of 5 years of steady/increasing dividends and no decreases in dividend ever or at least past 10 years. I diversify through sector, country and currency unit the stocks are traded in, and security type (equity, royalty trust, REIT, mlp, etf, and ADRs).
I use covered call writing to enhance my portfolio yield with no added risk. In fact, it lowers the risk substantially. Once I identify a stock I want to own and an entry price for it, I write cash covered puts at or below that entry price (with a minimum of 1%/month time premium. Thus i obtain at least a 12% annualized yield before compounding just from the option premium.
Likewise, I use the sale of cash covered puts to generate income and and generally get an entry point at 5 to 10% below my acceptable entry level price if/when the put stock does get presented. Thus my strategy provides a 12% pre compound yield on cash and entry into stock purchases at a 5 to 10% discount from "retail".
Because I only select stocks that I am willing to hold long term for their reliable dividend yields of > 6%, I am not concerned much with market volatility or short/midterm risk. Indeed, market volatility is my friend since it increases the premiums paid on the options I sell. I also selectively sell covered calls on positions I hold long so as to add to my yield that way while not taking on any additional risk.
This strategy has kept me happily living off my portfolio income and traveling 1/2 the year while my portfolio has been slowly increasing in value even after my harvesting income for living expenses. Of course my income will incrementally increase when social security kicks in for me in a few more years and I may then slightly mofidy my goals and strategies.
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Computer science by education, entrepreneur by practice. I have founded and owned several small businesses in the consumer credit and distribution industries, but I have always had a passion for investing. I prefer to look for undiscovered/undervalued companies where there are material, identifiable catalysts to create value for investors. While I am not solely focused on small and micro cap growth stories; this does happen to be where most of my ideas are originated from as traditional wall street firms have ignored the space and management tends to be more approachable.
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 firstname.lastname@example.org.