Philstockworld.com is the fastest growing stock and option newsletter on the Web. "High Finance for Real People - Fun and Profits" is our motto and our Basic and Premium Chat Sessions offer readers a chance to speak to Phil live during the trading day as well as authors like Optrader, Sabrient, Income Trader and Trend Trader - who send out Alerts during the market sessions and discuss trade ideas live with Members. We even have a new low-cost "Trend Watcher" Membership that lets readers view our chat sessions without directly participating a great solution for people who want to test-drive the site and profit from our experience! Trend Watchers get to view all of our Chat Archives, weekly Webinars - as well as the amazing PSW Wiki, which gives you Phil's recent opinions and trade ideas as well as technical and fundamental analysis of hundreds of stocks that we follow. Philip R. Davis is a founder of Phil's Stock World (www.philstockworld.com), a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders. Mr. Davis is a serial entrepreneur, having founded software company Accu-Title, a real estate title insurance software solution, and is also the President of the Delphi Consulting Corp., an M&A consulting firm that helps large and small companies obtain funding and close deals. He was also the founder of Accu-Search, a property data corporation that was sold to DataTrace in 2004 and Personality Plus, a precursor to eHarmony.com. Phil was a former editor of a UMass/Amherst humor magazine and it shows in his writing -- which is filled with colorful commentary along with very specific ideas on stock option purchases (Phil rarely holds actual stocks). Visit: Phil's Stock World (www.philstockworld.com)
Consultant in the economics of renewable energy retrofitting - moving energy from liabilities to assets. Passionate student of the business scene, particularly commodities, currently not an active investor. Author, translator, blogger. Trading experience is more commodities than stocks.
John is a lawyer and accountant with over three decades of corporate finance, due diligence, M&A advisory and related legal services for manufacturers, innovators and investors in the energy storage and renewable energy sectors.
Over the last eight years John has earned a global following for his articles on the energy storage and alternative energy sectors. He has contributed to AltEnergyStocks, Seeking Alpha, The Street, NASDAQ.com and Batteries International Magazine and InvestorIntel.
John is a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. He was admitted to the bar in 1980 and licensed to practice as a CPA in 1981. John’s diverse experience in corporate finance, natural resource development and energy storage give him a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges of the battery industry.
Having lived in SE Asia since 2004, I realize investors must take a more skeptical and realistic view of the risks and rewards that come with investing in emerging markets. I would be the most familiar with Cambodia, Indonesia, Malaysia, the Philippines, Singapore, Thailand and Vietnam as I have or spend most of my time in these countries.
PROFESSIONAL NETWORKING: http://www.linkedin.com/in/johnudovich (I accept all invites)
OTHER PAST FREELANCE WORK: http://jau1.elance.com (Feel free to hit me up for freelance work if you use Elance or through LinkedIn)
MY MAIN SITES: http://www.emergingmarketskeptic.com (Keep checking back here for updates) AND http://www.braingainasia.com/brain-drain-to-brain-gain-blog
MY YOUTUBE TRAVEL RELATED VIDEOS: http://tinyurl.com/oe7mujk
Follow me and my trades on Twitter @Keddie
Long time private investor of Stocks and Options. I have been trading Stocks for 14 years and Options for 12+ years. I am extremely creative when it comes to my trades and I almost always attempt to keep things leveraged. The one thing I've learned is an investor should always be hedged and never be "Naked" in your trades.
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.
Former long-time business editor of major US women's magazine and contributing editor at dozens of different "trade" and consumer publications. Author of over 3,000 print magazine articles in past 30 years.
Penn Ph.D., centrist Republican.
Please visit my blogsites:
Baby Boomers-The Angriest Generation http://angriestgeneration.wordpress.com
The Rest of U.S. (for and about political Centrists) http://newcentristera.wordpress.com
and my brand-new blog about Markets:
Capital Punishment-Markets Through the Looking Glass http://marketslookingglass.wordpress.com
James Quinn has held financial positions with a retailer, homebuilder and university in his 29 year career. Those positions included treasurer, controller, and head of strategic planning. He is married with three boys and is writing these articles because he cares about their future. He earned a BS in accounting from Drexel University and an MBA from Villanova University. He is a certified public accountant and a certified cash manager. These articles reflect the personal views of James Quinn. They do not necessarily represent the views of his employer, and are not sponsored or endorsed by his employer.
I am the Executive VP of Zacks Investment Research in charge of Zacks.com and all its services for individual investors. I have a top down investment approach with a focus on value and upward earnings estimate revisions. And there is nothing I enjoy more than sharing insights with fellow investors.
Charles Hugh Smith writes the Of Two Minds blog (www.oftwominds.com/blog.html) which covers an eclectic range of timely topics: finance, housing, Asia, energy, longterm trends, social issues, health/diet/fitness and sustainability. From its humble beginnings in May 2005, Of Two Minds now attracts some 200,000 visits a month.
Charles also contributes to AOL's Daily Finance site (www.dailyfinance.com) and has written eight books, most recently "Survival+: Structuring Prosperity for Yourself and the Nation" (2009) which is available in a free version on his blog.
Mr. Denninger is the former CEO of MCSNet, a regional Chicago area networking and Internet company that operated from 1987 to 1998. MCSNet was proud to offer several "firsts" in the Internet Service space, including integral customer-specified spam filtering for all customers and the first virtual web server available to the general public. Mr. Denninger's other accomplishments include the design and construction of regional and national IP-based networks and development of electronic conferencing software reaching back to the 1980s.
He has been a full-time trader since 1998, author of The Market Ticker (http://market-ticker.org), a daily market commentary, and operator of TickerForum, an online trading community, both since 2007.
Mr. Denninger received the 2008 Reed Irvine Accuracy In Media Award for Grassroots Journalism for his coverage of the 2008 market meltdown.
In 2011 Wiley published his book "Leverage", detailing the causes of the 2008 financial collapse along with analysis and policy prescriptions for the future.
Derek Lowe, an Arkansan by birth, got his BA from Hendrix College and his PhD in organic chemistry from Duke before spending time in Germany on a Humboldt Fellowship on his post-doc. He's worked for several major pharmaceutical companies since 1989 on drug discovery projects against schizophrenia, Alzheimer's, diabetes, osteoporosis and other diseases.
To contact Derek, email him directly: firstname.lastname@example.org (mailto:email@example.com)
John Lounsbury, Managing Editor and Co-founder of Global Economic Intersection, provides comprehensive financial planning and investment advisory services to a small number of families on a fee only basis. He has a background which includes 34 years with a major international corporation, 25 years in R&D management and corporate staff positions. More recently he was a Series 6, 7, 63 licensed representative with a major insurance company brokerage from 1992 to 2001. Since 2002 he has operated his own sole proprietorship business. Specific interests include political and economic history, econometric analysis and investment strategy analysis. Recreational activities include hiking, non-technical mountaineering and alpine skiing. He is also founding partner and managing editor of EconIntersect.com.
Sam Antar is a convicted felon and a former CPA. As the CFO of Crazy Eddie, Mr. Antar helped mastermind one of the largest securities frauds uncovered during the 1980s.
Today, Sam Antar is a forensic accountant. His primary work focuses on identifying and investigating public companies engaged in securities fraud by performing an in-depth (deep-dive) forensic analysis. His clients include law firms, research firms, hedge funds, and certain other entities. He advises law enforcement agencies and professionals about white-collar crime and trains them to catch the crooks.
His views on white-collar crime are frequently quoted in the print news media, online news media, TV media, professional journals, books, and blogs. He has appeared on Fox News, Fox Business Channel, WSJ Live, CNBC, Canadian Broadcasting Corporation, Canadian Business News Network, National Public Radio’s Planet Money, Progressive Radio Network, Reuters TV, RT News, and other media outlets to give insights on white-collar crime. His articles have been published by Business Insider, CNBC, Newsweek, Seeking Alpha, TalkMarkets, and other publications.
Larry Doyle embarked on his Wall Street career in 1983 as a mortgage-backed securities trader for The First Boston Corporation. Larry was involved in the growth and development of the secondary mortgage market from its near infancy. After close to 7 years at First Boston, Larry joined Bear Stearns in early 1990 as a mortgage trader. In 1993, Larry was named a Senior Managing Director at the firm. He left Bear to join Union Bank of Switzerland in late 1996 as Head of Mortgage Trading. In 1998, after 15 years of trading and precipitated by Swiss Bank’s takeover of UBS, Larry moved from trading to sales as a senior salesperson at Bank of America. His move into sales led him to the role as National Sales Manager for Securitized Products at JP Morgan Chase in 2000. He was integrally involved in developing the department, hiring 40 salespeople, and generating $300 million in sales revenue. He left JP Morgan in 2006.
Throughout his career, Larry eagerly engaged clients and colleagues. He has mentored dozens of junior colleagues, recruited at a number of colleges and universities, and interviewed hundreds. He has also had extensive public speaking experience. Additionally, Larry served as Chair of the Mortgage Trading Committee for the Public Securities Association (PSA) in the mid-90s.
While engaged in private enterprise, and in light of the turmoil in the economy, markets, and world of global finance, Larry was invited by the folks at NoQuarterUSA to write on these topics. As a contributing writer at NoQuarter, Larry realized the scale provided by the internet allowed him to leverage his experience and insights from Wall Street to a much broader audience. In so doing, Larry was able to meld his professional experience with his personal interests to provide a service and product which he believes is in short supply and great demand. To that end, welcome to Sense on Cents.
Sense on Cents looks to deliver an understanding of the economy, markets, and global finance to a wide audience. From people who have little to no understanding of these topics to Wall Street veterans and graduate level professors, Larry looks to deliver insights and perspectives from an individual who has honed market based instincts for the last 25 years. Additionally, Sense on Cents looks to scale Larry’s mentoring, interviewing, and recruiting experiences during his career.
Larry is a contributing author at the widely read Seeking Alpha and also a contributing author at Wall Street Pit, a financial website with authors from leading global universities, central banks and private enterprise. He has appeared on Fox Business News and Al Jazeera English. Larry has been quoted by Bloomberg. His work has been featured in the New York Post, Chicago Sun-Times, and the financial magazine Waters.
Larry graduated Cum Laude Phi Beta Kappa from the College of the Holy Cross in 1983. While at Holy Cross, Larry spent a semester in Freiburg, West Germany studying the European Economic Community.
Away from Wall Street, Larry has given freely of his time to help students from middle school to graduate school. He has been heavily involved in church and town activities dedicated to youth. He chaired the Holy Cross Leadership Council of New York which raises funds for Holy Cross student internships and financial aid. He founded and now chairs the Holy Cross Gridiron Leadership Council to support the Crusader football program. Additionally, he has regularly taught a class on the capital markets in a summer business program.
Larry has been happily married for 22 years. He and his wife have 4 children.
Mohit Manghnani is presently a full time editor at Seeking Alpha. He covers the new IPO's and follows live market commentary. Before joining Seeking Alpha, Mohit worked with a start-up - Research firm where he worked in the capacity of a Team Leader tracking company events and results.
Born in the U.A.E, Mohit spent most of his growing up years in Dubai. Currently, he resides in Mumbai, India and is pursuing his charter in Accountancy.
Mr. Roche is the founder of Orcam Financial Group, LLC, a low fee financial services firm based in San Diego, CA as well as the founder of the popular financial website Pragmatic Capitalism (some articles from Pragmatic Capitalism get syndicated on Seeking Alpha so please see the full site if you don't want to miss articles by Mr. Roche).
Orcam Financial Group, LLC (www.orcamgroup.com) is a low fee financial services firm offering asset management, personal advisory, consulting and educational services. Pragmatic Capitalism (http://pragcap.com) was founded by Cullen Roche in the midst of the financial crisis of 2008. Mr. Roche foresaw many of the events that led up to the crisis and felt that the government was slow to react and when it did finally react, responded with the wrong medicine.
Mr. Roche's primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics and behavioral finance. Prior to establishing his own business, Mr. Roche worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Mr. Roche managed a private investment partnership for 7 years generating substantial positive alpha (high risk adjusted returns) without a single negative year of returns. He has since transitioned back to retail asset management to better serve the much needed low fee retail space with sophisticated but simple asset management and financial planning services.
Mr. Roche is also a prolific writer. In addition to the daily musings on his website, he is the author of the popular book “Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance” as well as “Understanding the Modern Monetary System”, one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider where he was described as “one of the most influential economic thinkers today.” In 2015 Mr. Roche was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times.
Mr. Roche is a Georgetown University alumnus, growing up in the DC area and now living in Southern California with his wife Erica, troublesome collie Cal and 4 irritable laying hens. In addition to being a financial dork Cullen is an avid outdoorsman, mediocre gardener, proficient complex carbohydrate consumer (i.e., loves brownies and cake) and finisher of one of the most difficult IRONMAN races at Cabo in 2015.
Graham Summers is Chief Market Strategist for Phoenix Capital Investment Research, an independent investment strategy firm based in Washington DC with clients in 56 countries around the world.
Matthew Bradbard serves as a Director at RCM Alternatives & Attain Portfolio Advisors. Matthew began his career in the commodities business as an advisor to clients on asset allocation and buy/sell decisions. Matthew has devised, implemented and executed trading strategies for several firms since entering the commodity business in 2001. Matthew has also managed his own global macro CTA that traded numerous futures and options strategies and operated his own Introducing Broker for 5 years. A prolific commentator, Matthew has published subject-specific articles, market commentaries, and Managed Futures educational pieces for the last decade. Matthew is frequently interviewed for his opinion on commodities and current events as they relate to commodities and their role in an investor’s portfolios.
Michael J. Clark was born and raised in Sinclair, Wyoming. He is a poet, novelist, artist, historian, and market analyst.
He began investing in 1985. He read ˜The Technical Analysis of Stock Trends" by Edwards and Magee and was hooked. From 1985-1987 he made astonishing gains in the stock market; and then stocks collapsed in 1987. Since then he has been attempting to 'solve the stock market', with many failures and some successes. The system he developed, called CGTS, Clark's Gate Timining System, is algorithm-based. What this fancy word means is that he proposes a series of necessary steps based on technical analysis propositions, which, when met, trigger trading signals. His four main trading systems are up a combined 31% for 2015.
From his website:
Now that QE is supposedly ending, markets are already becoming more tradable, with opportunities to make money on both long and short trades at the same time. QE tended to make all boats rise, except precious metals. This made it more difficult to play the short side of the markets. Now, both sides seem to be more accessible to successful trades. This will also be more of a challenge for investors. The FED will have to eventually abandon the markets to their own destinies, and stop spending trillions to protect investors AND corporations from their mistakes. As this begins to happen (I am not sure it has happened yet), informed advice will become even more necessary for investors.
Rules of Investment
Rule #1: Never go against the trend. The majority is often wrong; but the minority is often wrong also. The sticky issue with this advice is at transition points, at which a Bull Market turns into a Bear Market or vice-versa. Big Money often anticipates and/or causes this transition. So pay attention to what Big Money is really doing, not what they say they are doing.
Rule #2: You don’t need a broker who makes his living off of your money. Most brokerage firms buy a position in a stock quietly and slowly. When the stock has appreciated significantly they add the stock to their buy recommendations. Then they begin selling their position while they are encouraging their clients to buy the stock. Most firms never issue sell recommendations. If they do, beware: they are probably trying to buy your stock after a huge sell-off.
Rule #3: Watch your own emotions because they are often signaling something. When fear turns to greed and visions of unlimited wealth, we are probably near a top in a trade and we should get ready to sell. When hope and denial turn to fear and visions of an unlimited loss, we are probably approaching a bottom in a trade. (See Rule #1 however.)
Rule #4: Trade with a system to complement your gut reactions. Follow the system no matter what, even if it means taking a loss. Don’t get lazy with your money and sink into denial. Use a system to help you refrain from 'playing a hunch'.
Rule #5: HEDGE YOUR PORTFOLIO AGAINST LOSSES. How does one do this? By having a balanced portfolio of long and short positions. But have a system that signals both long and short positions, and keep your portfolio balanced around 50% long and 50% short. This may seem to contradict Rule #1. It does not. When something is in a long trend, something else is in a short trend. Find what is long and what is short. If stocks are long, gold or oil may be short. Use ETFs and options to help establish this portfolio balance. Our system gives trading signals every day for both long and short positions.
More information on CGTS is available at:
His fine arts portfolio can be found at the following address:
His writing portfolio can be found at:
Those interested in his book "Turn Out the Lights", a description of the metaphysical causes of the 2008 financial meltdown, can access the draft at:
Michael Clark has retired after working 30 years in academia, relocated to Hanoi, Vietnam for six years, and has returned to America in 2014.
Mark's mutual fund is launching December 15, 2011.
He is a self taught private investor who operates the website Fund My Mutual Fund (http://fundmymutualfund.com); a daily mix of market, economic, and stock specific commentary. Fascinated by the market since an early age, he discovered mutual funds as a teenager in the 80s and moved to equities by the mid 90s. The origin of the website is/was to leverage the power of the internet in developing a transparent track record to attract investors for his potential "long/short" mutual fund.
His equity focus is identifying secular growth trends and the companies most likely to benefit from these macro trends. Stocks are identified through fundamental analysis, although basic technical analysis is used in determining entry and exit points. You can receive Trader Mark's latest posts daily by subscribing free via RSS reader (http://feeds.feedburner.com/FundMyMutualFund) or subscribing free via email (http://www.feedburner.com/fb/a/emailverifySubmit?feedId=1109639).
With a degree in economics from the University of Michigan, a broader understanding of the economy as a whole, along with interpreting investor psychology, is also a major interest for Mark. To follow on Twitter, username: fundmyfund
HORAN Capital Advisors (http://www.horancapitaladvisors.com) is an SEC registered investment advisor that manages investment portfolios for individuals and institutions. Our firm utilizes a disciplined investing approach that should create wealth for our clients over time. Our investment bias is to invest in companies that generate a steady return over time, i.e., singles and doubles. This singles and doubles approach tends to lead to investments in higher quality dividend growth/cash flow growth companies. On the other hand, there are times when a company's stock price seems to be trading below its fair valuation. Short term gains are possible in these situations. I have been managing investment portfolios for individuals and institutions for over fifteen years and believe investing is like running a marathon and not a sprint. Taking the road less traveled, more often than not, leads to higher returns. Visit: The Blog of HORAN Capital Advisors at (http://disciplinedinvesting.blogspot.com/)
Friedrich is the name given to our algorithm for analyzing companies that trade on the global stock markets. In creating Friedrich we concentrated on analyzing each company’s Main Street operations through various established ratios, along with our own unique ratios that we developed over the last 30 years. What we came up with is a final "Main Street" price per share based on Generally Accepted Accounting Principles (GAAP), which is a framework of accounting standards, rules and procedures defined by the professional accounting industry, which has been adopted by nearly all publicly traded U.S. companies. We feel that our Main Street price result is what each company would need to trade at in order to be attractive to a businessperson on Main Street looking to buy at a bargain.
Since the only constant in the universe is change, the results for each company fluctuate by varying degrees. No company is an island unto itself, but each operates in a world of constant change and at times in areas where Chaos is the norm. By analyzing a company’s Main Street operations over time, Friedrich is able to give the potential investor a decade long analysis (opinion) as well as offering a Trailing Twelve Month (TTM) analysis (opinion), as well. Thus our readers will not only get as close to a real time view of operations on Main Street as is possible, but then can measure the consistency of the company’s operations over time to determine if s/he should invest or not.
Through our Friedrich algorithm we can analyze ten years of Balance Sheet, Income Statement and Cash Flow Statement data for each company all at once and generate one final result in seconds. Friedrich was designed to be ultra-conservative and thus will cut zero slack to any company under analysis and will do so with zero emotion. Companies must be exceptional in order to get an attractive Main Street valuation and the ideal investments according to our backtesting are the ones that have been consistent over time.
By being so ultra conservative Friedrich is designed to identify bargains that Wall Street investors may have overlooked. Companies shares may trade on the stock market but the companies themselves operate on Main Street, so Friedrich is designed to generate a Main Street price per share first and only then does he go to Wall Street and see the price for which Benjamin Graham’s “Mr. Market” is offering the shares.
I wrote a book called DISCIPLINE. I am a father, a financial analyst, an economist, a programmer, and a privacy and security specialist. I am curious about everything.
Zacks.com brings the decades of study and stock picking expertise of Zacks Investment Research to individual investors. Now, you don't to be an investment bank or brokerage firm to get the professional power of Zacks' research. It's all available on Zacks.com. Learn more about Zacks' history and company below.
Ilene is an editor at Phil's Stock World, Market Shadows and other financial publications. Her educational background is in biology, pathology and law. After working in biochemistry and pathology during her graduate years, she attended Law School at Loyola. She practiced law in a number of different fields before changing focus. Currently, Ilene writes and edits financial articles for prominent financial publications and services.