I am a retired accountant with a background in large mining projects from feasibility to full-scale operation. I manage my own investments and for the majority of my portfolio I have a strong preference for Blue Chip stocks. For the balance of my portfolio I have an interest in small and micro-cap stocks, seeking superior returns.I seek alpha returns through identifying companies with the right fundamentals and assessing the risks and investing long. Although investing long, I understand the importance of share price in the short to medium term for these small cap companies as it impacts their ability to raise capital.
Trader & Investor. Currently Retired. Used to be a trading
member of two commodity exchanges in my more youthful
years, when hectic open outcry bids and offers were the norm.
I use fundamentals, as well as, when it is warranted,
technicals, AND "Hidden Value", (data not generally
well known) when initiating a long or short position.
Interested in Securities Analysis, History of Cinema,
Basketball, Football, World Events, and Philosophy.
I am a fan of Director/Producer/Actor and New York city
Jazz Musician Woody Allen; a genius of comedy and
a great filmmaker. My 3 favorite Woody Allen films are:
MIDNIGHT IN PARIS (what if you could go back in time?),
MIGHTY APHRODITE (a quintessential Woody Allen film...
comical from start to finish), and MATCH POINT ( a philosophical
Mr. Allen points out that life's outcomes are often "heads or tails";
and that how "things bounce" often dictates life's final outcomes.)
The above 3 films are my top choices... but, Take the Money & Run,
Annie Hall, and Vickie Christina Barcelona are also excellent films.
These three represent the early, middle and late films of Mr. Allen.
If you are ever depressed, go see one or more of his
movies and laugh depression away. I'll postpone my death
while "long, or short"; or while having another of Woody's
movies yet to see and enjoy.
I would be guilty by omission if I did not acknowledge that
Woody Allen has been under a serious accusation by Mia
Farrow and some of her children regarding alleged under
18 yrs. of age children abuse accusations. I do not vouch
for Woody Allen's morals, BUT he is a comedic master &
a brilliant director. I admire only these aspects of his life,
and NOT his personal life's decisions... which do appear
questionable, insensitive, and at least clearly contrary to
religious persons codes of conduct.
The stocks I examine here in Seeking Alpha often are
High-Risk, High-Reward Stocks. Maximum allocation to
ANY should range from 4% to 10% maximum, depending
on your risk tolerance. My most concentrated yet still
diversified Portfolio would consist of 10 stocks, each
with a 10% capital allocation. For the more timid, a 25
stocks diversified portfolio with 4% allocated to each
recommendation would be ideal.
Yesterday, 1212/2011 I released Hidden Value's
"TOP 10 FOR 2012" showing their close on 12/12/2011.
1) (GM) $20.80
2) (DISH) $25.68
3) (INTC) $24.00
4) (GE) $16.45
5) (TXN) $29.13
6) (VZ) $38.35
7) (MRK) $35.41
8) (BAMM) $ 2.20
9) (UAL) $20.78
10)(LCC) $ 5.63
For the rationalization of this Top Ten List
see "Comments" under Richard Bloch's
"Barron's 10 Favorite Stocks for 2012".
Ted Waller is a private investor who bought his first stock at age 13 (GTE) and has over 50 years of investing experience. His focus is on deep value and low risk. Acquiring wealth is a slow incremental process that requires setting goals, adherence to principles, patience, and flexibility.
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 19-year old daughter, Wei Elizabeth Gordon.
Smead Capital Management is a registered investment advisor headquartered in Seattle, WA; founded in 2007. The company was formed to allow investors to benefit from long-term ownership of common stocks meeting the firm’s eight proprietary investment criteria. The firm manages a US Large Cap equity strategy in separate accounts and a mutual fund for advisors, family offices and institutions.
Alasdair started his career as a stockbroker in 1970 on the London Stock Exchange. In those days, trainees learned everything: from making the tea, to corporate finance, to evaluating and dealing in equities and bonds. They learned rapidly through experience about things as diverse as mining shares and general economics. It was excellent training, and within nine years Alasdair had risen to become senior partner of his firm.
Subsequently, Alasdair held positions at director level in investment management, and worked as a mutual fund manager. He also worked at a bank in Guernsey as an executive director.
For most of his 40 years in the finance industry, Alasdair has been de-mystifying macro-economic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman’s terms what governments do with money and how to protect themselves from the consequences.
Nothing I write should be considered investment advice. Only you can decide if any specific financial asset, security, allocation, opinion, idea, etc. is best for your financial portfolio.
Author of two books, available here, Options Strategies Every Investor Should Know and The 5 Fundamentals of Building a Retirement Portfolio (both available in paperback and eBook).
Academic background in Applied Mathematics. Participant in high technology including computing and networking as a Member of Technical Staff, algorithm designer and Product Manager. Pursuing original interests in Health Care and Health Care Systems by doing coursework and research in Public Health, Pharmaceutical Economics, Integrated Medicine and Neurobiology. Founded www.ModelHealth.org in order to do research, analysis and writing on topics involving Long Term Care, Mobile Health and Big Data's impact. Convergence of these topics is likely to be fascinating, frustrating, complicated, full of investment opportunities and really meaningful to people's health and well-being.
David Warsh is proprietor of EconomicPrincipals.com (http://www.EconomicPrincipals.com), an independent, reader-supported, Web-based weekly that he started in 2002. Before that, he covered economics for The Boston Globe for 20 years and, earlier, reported on business for Forbes Magazine and The Wall Street Journal; from Vietnam for Pacific Stars and Stripes and Newsweek Magazine; and for the City New Bureau of Chicago. A two-time winner of a Gerald Loeb Award, he is the author of three books: The Idea of Economic Complexity (Viking, 1984); Economic Principals: Masters and Mavericks of Modern Economics (The Free Press, 1993); and, most recently, Knowledge and the Wealth of Nations: a Story of Economic Discovery (Norton, 2006).
Professionally, I have done a bit of everything in my long life, from playing rock and roll, to developing software, and running a successful entrepreneurial business. But I am best known as a writer of bestselling books about business and health. I write under a pseudonym here on Seeking Alpha because that way I know readers will evaluate my work strictly on the basis of what I actually said rather than who I am.
No surprise: The Hedged Economist is an economist. I’ve been at it for more years than I like to admit. If one leaves graduate school with a degree in economics, there are really only three options short of abandoning the degree and starting over. The options are: “doing” economics, telling people about economics, and applying it to your own affairs. I’ve done all three.
Currently, my focus is on applying economics to my own affairs especially financial management. That isn’t new, but my blog (hedgedeconomist.com) represents a departure. Traditionally I have avoided giving other than the broadest advice regarding personal finance, especially investing. It doesn’t take behavioral economics research or financial neurology to know people believe that they are responsible for their own financial success but fail because of bad advice. I also kept my opinions on policy to myself. People prefer confirming information, another startling discovery of behavioral economics; imagine that; people prefer “yes” men. So, given little upside and all the downside, a perversely asymmetric set of returns (that’s economist speak for a bad bet), I’ve stuck to my own affairs. But, increasingly, I get asked for my opinion, thus the blog.
Dr. John Hussman is the president and principal shareholder of Hussman Econometrics Advisors, the investment advisory firm that manages the Hussman Funds ( http://www.hussmanfunds.com). He holds a Ph.D. in economics from Stanford University, and a Masters degree in education and social policy and a bachelors degree in economics from Northwestern University. Prior to managing the Hussman Funds, Dr. Hussman was a professor of economics and international finance at the University of Michigan. In the mid-1980's, Dr Hussman worked as an options mathematician for Peters & Company at the Chicago Board of Trade, and in 1988 began publishing the Hussman Econometrics newsletter. Virtually all of Dr. Hussman's liquid assets are invested in the Hussman Funds.
Note: Dr. Hussman is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Dr. Hussman's public commentary.
I am a retired accountant with a background in large mining projects from feasibility to full-scale operation.
I manage my own investments and for the majority of my portfolio I have a strong preference for Blue Chip stocks.
For the balance of my portfolio I have an interest in small and micro-cap stocks, seeking superior returns.I seek alpha returns through identifying companies with the right fundamentals and assessing the risks and investing long. Although investing long, I understand the importance of share price in the short to medium term for these small cap companies as it impacts their ability to raise capital.
Mr. Judkowski is a managing member of Waterloo International Advisors, LLC. He co-managed a short-biased hedge fund from 2000-2013. Over a 20 year period, Mr. Judkowski published short sell reports (The Accounting Workout (1993-1994) and The Short Seller’s Report (1996-2006)) and co-published red flag newsletters (Balance Sheet Watch (1998-2006) and Earnings Workout (2011-2012)).
His firm currently serves as sub-advisor to Logan Capital Management, which offers a long/short strategy through separately managed accounts and a mutual fund.
For more information, visit www.logancapital.com or www.logancapitalfunds.com
I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I am a retail investor that gathers, processes and analyzes significantly more data than average. I share that data in my articles. I let the data do the talking. I am only taking dictation as the data tells its message.
Research investment analyst for Chicago consulting firm until 2009. In this role I was the lead analyst on large 401k plans, pensions and endowments totaling over $20 billion in assets. I also headed analyst research on fixed income and hedge fund of funds portfolios. Today, I focus my research on finding value stocks with sound fundamentals and healthy cash flow. I concentrate my personal portfolio on quality dividend growth stocks and keep an active watch list of over 150 stocks to add on pull backs or at an attractive valuation.
I exited the finance industry in 2010 to follow my dream of becoming a firefighter. I now live and work in Texas. I consider myself a value investor and tend to stay away from speculation stocks.
As Managing Editor - Opinion and Analysis, I lead the Seeking Alpha editorial team dedicated to curation of crowdsourced investment research and commentary. My primary responsibilities are to grow the site's audience, deepen user engagement, and improve editorial processes. I am a CFA charterholder and member of the CFA Society Washington, DC.
Michael Krause has more than fifteen years of experience in investment, trading, and quantitative strategy design and implementation. He completed his MBA at UC San Diego’s Rady School of Management. At the Rady School, Mr. Krause studied modern portfolio theory with Nobel Laureate Harry Markowitz. He established Counterpoint Asset Management as a vehicle to develop quantitative behavioral-driven investment strategies. In 1998, he was the Ernst and Young Entrepreneur of the Year Regional Winner for founding Exchange Network Services, Inc., an Internet Service Provider based in Cleveland, Ohio. In 1999, he negotiated a successful exit by selling the company to Voyager Networks, Inc.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
Retired, late 50's
Hold CFP designation. Passed CFP exam Nov 2000
Author of "IRA: A Quck Reference Guide". Available on Amazon as an e-book.
Author of "Retirement Investing for INCOME ONLY: How to invest for relaible income in Retirement ONLY from Dividends"
It is very hard or impossible to time the broad market consistently — there are no famous investors that got rich by consistently knowing what the broad market would do next. This only makes sense, as there are just too many variables in the broad market. But there are many famous investors who got rich analyzing individual securities, and this is where you should put your focus. You can get an edge in individual securities. Joe Springer was the number 1 ranked stock analyst in the world by tipranks.com, and on most days is still ranked in the top 5%. Joe is a Certified Technical Trainer, and enjoys teaching about the stock market as well as managing portfolios. If you would like to follow Joe on Twitter, his handle is @JoeSpringer.
If you are interested in any of my digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site
You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium SA platform, "Retirement: One Dividend At A Time"
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
I provide economic analysis, market commentary and company-specific research. My general view is to operate a diversified basket of long-term investments in both equities and fixed income.
I have a bachelor's degree in economics from San Diego State University (2007), eight years of publishing experience and over a decade of cumulative investment experience. I have been published in several newspapers and magazines, including The Wall Street Journal and Barron's.
A Canadian with numerous years of investment experience who has a BCom degree from a well respected Canadian university and has experience working in the wealth management industry.
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register for free @ bretjenseninvests.com
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
I'm a value investor focused on buying companies trading below the intrinsic value.
I've a back ground in engineering & finance. I'm also a Chartered Financial Analyst. I did my MBA from Emory University's Goizueta School of Business