Steven currently focuses his analyses primarily on the valuation of smaller biotechs (100MM to 1 BB market cap) and utilizes all sources of information, including conversations with management, peer-reviewed publications, SEC filings, and all available primary and secondary research. Steven is currently a consultant for a New York based life science focused consultancy, and brings a strong scientific and financial background to his current position. Previously, Steven earned a Ph.D. from the Scripps Research Institute and an M.A. from Columbia University, with extensive work in the field of synthetic and medicinal chemistry, publishing several papers in prestigious peer-reviewed journals. He is also pursuing the CFA designation, and has completed exam level 2. Please email me with any questions, comments, and investment ideas. (stevenb29 at gmail.com)
Cici focuses her analyses primarily on Technology and Biotech stocks. Specifically, she looks for stocks benefit from the raising emerging market domestic demand. Cici is currently a student at Columbia University. She is also pursuing the CFA designation. Please email with any questions, comments, and investment ideas. (firstname.lastname@example.org)
Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries.
After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fisher, Charlie Munger and Warren Buffett. You can read about my thoughts on a suitable portfolio structure for early retirees here.
My articles should not be considered to be any kind of investment advice. What suits me well is not necessarily good for others, as successful investing is somewhat like a marriage: If only one is perfect, the marriage won’t work. So please do your own research and remember Benjamin Graham's advice: “The investor’s chief problem — and even his worst enemy — is likely to be himself.”
I sincerely hope that my readers will ignore the Performance calculations provided by Seeking Alpha (although only to Pro subscribers, I believe). For reasons unknown to me, some of my European stock picks seem to be tracked inaccurately by Seeking Alpha's system. Spin-offs are not included in total return calculations and many of my correction requests didn't receive any answer at all. Moreover, my time frame almost never is as short as only 1 year (the maximum included in Seeking Alpha's table) and personally I consider the 1 year performance of my stock picks to be close to meaningless.
I'm an independent trader/investor whose primary interests are in the biotech arena.
Education: Harvard Law School; Dartmouth College
Investment Philosophy: I invest both in stocks and options with a focus on long opportunities and believe that by analyzing earlier trial data carefully one can spot opportunities and understand the odds of success of future trials better than others.
I do not listen to those who are paid to give their opinion because I do not believe in their objectivity or their honesty.
I stay away from FDA approval decisions as catalysts as a rule given that they have a strong bias against approving drugs and there are many unseen political forces that can lead to an unanticipated negative decision regardless of the data.
I’M NOT A FINANCIAL ADVISOR AND ONLY GIVE MY OPINIONS. SEEK EXPERT ADVICE ELSEWHERE
Seeking Alpha is a site that I visit daily; it means that much to me. I'm almost 89 and only got into investing in individual stocks about 10 years ago; previously was only in mutual funds.
I'm a geologist by profession and decided several years ago to follow the advice of W. Buffett and stick to what I know something about. So my investments are nearly 100% in oil/gas, weighted about 50/50 in E&P companies and pipeline MLP's.
Robert Powell, on MarketWatch recently wrote that after age 60 our financial smarts erode quickly, and conclude that I must be a rare exception. I invest only through the internet, Vanguard's Brokerage service. Wish I had gotten into this 20 years ago: I'd probably be a millionaire now.
I am an investment advisor with CMG Capital Management Group Inc. Our expertise is in the area of 'systematic trading strategies' using mutual funds and ETFs in liquid separately managed accounts. Our focus is on an updated approach to Modern Portfolio Theory and the portfolio construction process.