20+ years of institutional equity investment experience. Managed $3bb+ in micro, small, mid and large cap equity portfolios. Have covered technology and industrial stocks for over 20 years--my favorite sectors. Style-agnostic investor with a proclivity for free cash flow and operating leverage stories that are not efficiently understood and will surprise the market. Portfolio construction specialist--all-caps, dividend-only payers, smallcaps--all great fun!
Gary retired in March 2012 after 38 years in Information Technology and Global Software sales. He has an MBA in Finance from Case Western Reserve University in Cleveland. Gary has self managed his investment portfolio since the early 80s with the goal of a mid 50s retirement. His primary objectives now are income stream and capital preservation. Gary hopes to stimulate discussion with his retired colleagues with an emphasis on Bonds.
i am a software engineer, self taught stock trader, i've been trading for 4 years with mixed success. i began trading gold stocks because i found a friend that i trusted and learned how to trade from his sage advice.
i like to use my own TA to enter trades in the PM sector, choosing stocks that are advised from people i trust who've done the fundamentals on those companies.
i've been applying my own fundamental, technical and sentiment analysis to technology stocks with some pretty good success over the last year.
looking forward to sharing trading ideas.
I am retired from the U. S. Navy. I have invested in stocks since the early 80s. I recieved alot of insights into investing from hanging out with "the old gang" in San Francisco at the charles Swabb rolling ticker tape in the business district. Among my friends were many self made stock market millionaires. I have made some good calls in my day(such as running down market street and telling all my buddies to sell because the stock market was going to crash) Some took my advice, the following monday was black monday 1987. By friday of the same week we were back in the market with both feet,following the old adage (what goes down must come up)
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.
Lee is the general partner of Qualitas Capital Management, a private investment partnership that pursues capital appreciation by seeking superior risk-adjusted investment returns. The partnership invests in the public equities of high quality firms with solid and consistent growth prospects that Lee believes are significantly undervalued based on fundamental analysis. The partnership has a flexible mandate to invest across all business sectors, global regions, and market capitalizations. The partnership typically focuses on firms that Lee believes are relatively underfollowed and often misunderstood yet have what he views as attractive businesses, valuations, and catalysts.
Prior to forming Qualitas, Lee was a portfolio manager at Gator Capital Management ("Gator Capital"). At Gator Capital, Lee was responsible for launching and solely managing the Gator Opportunities Fund (the "Fund"), an open-end equity mutual fund registered with the SEC. During Lee's tenure as portfolio manager of the Fund, he delivered annualized returns of 11.2% (Institutional Class) / 10.9% (Retail Class) from the Fund's inception and outperformed Russell 2500® Index benchmark by 573 and 545 basis points, respectively, over that period. The Fund was ranked in the top 1% of 399 funds in Morningstar's peer category in its first year from inception and in the top 13% year-to-date through October. The Fund was also ranked 10th out of 447 funds in Lipper's "category killers" table in April for year-to-date performance (Wall Street Journal, 5/4/15).
Prior to joining Gator Capital, Lee was a member of the Fundamental Equities Group at Goldman Sachs Asset Management (GSAM). Lee's responsibilities at GSAM covered the gamut of the fundamental equities investment process from idea origination, research, analysis, and implementation to portfolio sector construction and management, risk monitoring, and strategic review. While at GSAM, Lee contributed significantly to the successful launch and growth of all-cap, mid-cap, small/mid-cap, and long/short equity investment products. Lee also provided analytical coverage primarily of the industrials and technology sectors across all market capitalizations.
Prior to joining GSAM, Lee was a co-founder of Tower Hill Securities, a merchant banking firm that focused on funding global emerging growth companies across various business sectors. Prior to co-founding Tower Hill, Lee was a founding member of the strategic consultancy Mitchell Madison Group, and an associate in the Financial Institutions/Services Practice of management consulting firm A. T. Kearney. Prior to joining A. T. Kearney, Lee was also a Faculty Lecturer at Princeton University's Woodrow Wilson Schools, where he co-taught several courses in applied quantitative and economic analysis with Professors Ben Bernanke and Alan Krueger.
Lee is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and New York Society of Security Analysts (NYSSA). Lee received his BA from Yale University, his MPA from Princeton University, and his MBA from Stanford University, all with the highest honors and concentrations in economics, finance, and investment management.
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry.
Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts for $20 per month. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015.
You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)