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)
My company ties together four areas; Health, Finance, Tax and Legal. Any one of these concerns can bring down the house with a severe predicament.
An Independent advisor assisting clients who desire multiple income streams. Predictable, guaranteed, consistent incomes with a new respect for tax free income sources.
My first client was in 1985 and I continue to enjoy resources such as Seeking Alpha that help make our financial life more productive. Income now, income later, and wealth transfer.
Manage numerous Family taxable accounts.
My profile is most uninteresting to those mired in the continued practice of their mistakes.
Peeve: Why do Publicly Funded High School and College Football Programs have such an Expense Budget priority?
GOD BLESS AMERICA!!!
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 run a very concentrated portfolio with 10-15 positions and invest for the long term. As of 12/2016, my largest position is Theravance Biopharma (TBPH), a company I had intensively and extensively researched long before any sell-side analyst noticed the stock. You can find my early work on TBPH on this site and my comprehensive in-depth research reports on all important pipeline assets here. I correctly predicted the evolution of the new GOLD guidelines for COPD, the sales trajectory of Vibativ and GSK's new Ellipta product range. My reports have been far ahead (in terms of depth, scope and reliability) of all sell-side work on TBPH. That said, I obviously make mistakes as well, although I've yet to make one that costs me serious money.
Other long-time favorites of mine are DaVita (DVA), IBM and a few European small caps which I have also partly covered on Seeking Alpha, e.g. Admiral (AMIGF), Fuchs Petrolub (FUPEF).
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.