Mr. Steven M. Rogé serves as Portfolio Manager with R.W. Rogé & Company and co-portfolio manager and president for the Rogé Partners Funds. After graduating from Bryant University in Smithfield, RI, with a Bachelor of Science degree in finance and economics, Mr. Rogé assumed the full-time position of portfolio manager at the firm. Mr. Rogé served on the Executive Board of the Finance Association at Bryant University and was inducted into Omicron Delta Epsilon, the international economics honor society. Mr. Rogé currently serves on Bryant University’s Archway Investment Fund Investment Advisory Board, mentoring Bryant University students in the area of portfolio management and securities analysis. Mr. Rogé is a current member of the Boston Security Analysts Society (BSAS). Mr. Rogé is a former member of the New York Society of Security Analysts (NYSSA) and is the former chairman of the NYSSA’s Value Investing Committee. In addition, he has completed the Chartered Mutual Fund CounselorSM certification program and is a member of the Financial Planning Association (FPA). He holds the FINRA Series 7 and 63 securities registrations. Mr. Rogé has been awarded a certificate of completion for the Investment Decisions and Behavioral Finance program, Oct, 14-15, 2010, at Harvard University’s John F. Kennedy School of Government, Executive Education. Mr. Rogé is frequently quoted in the national and local press, with articles appearing in The Wall Street Journal, BusinessWeek, Kiplinger’s Personal Finance, Smart Money, Bloomberg, The New York Times, Dow Jones Newswires, Newsday, TheSteet.com, Fox Business News, U.S. News and World Report, Barron’s, Investment News, Financial Advisor Magazine, BottomLine Personal, The Wall Street Journal Transcript, and CNBC’s “MSN Money.” Mr. Rogé has appeared on Fox Business Network, Fox News and CNBC as an expert stock picker and is the co-author of the financial self-help book The Banker and the Fisherman: Lessons in Life, Wealth, and Happiness for the 21st Century. Mr. Rogé has been selected as a contributing editor for the following financial-related resources: Forbes.com, SeekingAlpha.com, SumZero.com and Morningstar.com Mr. Rogé servers as a member of the Finance Committee for the Town of Rowley, MA, is a member of the Ipswich, MA, Rotary.
Doug K. Le Du is a preferred stock researcher, author of the book titled Preferred Stock Investing, syndicated writer and publisher of three monthly preferred stock newsletters.
Doug has been studying the preferred stock marketplace since 2002. In 2006 he published the first edition of Preferred Stock Investing which has been updated and re-published regularly since then.
Preferred Stock Investing teaches risk-averse investors how to screen, buy and sell the highest quality preferred stocks. The book lists all qualifying preferred stocks that have been issued since January 2001.
The ten selection criteria from Preferred Stock Investing filtered out the 57 preferred stocks from the big banks that would be claimed by the Global Credit Crisis and let pass the 13 issues from the big banks that were saved by acquisition. In 70 out of 70 cases, a 100% success rate for almost two years running, the preferred stock selection criteria found in Preferred Stock Investing protected preferred stock investors.
As a researcher, Doug researches the market price behavior of the highest quality preferred stocks and writes to you about trends and opportunities. His premium subscription service (described at www.PreferredStockInvesting.com) providers subscribers with email alerts of new preferred stock issues, access to his preferred stock catalogs and HotLists, a monthly newsletter just for premium subscribers and much more.
Doug's academic background is in economics and statistics. Doug retired from his position as Managing Director at one of the world's largest management consulting firms in 2002 to focus on preferred stock research. Doug does not sell preferred stocks nor is he a stock broker or financial adviser.
As director of research at Portfolio123, I have long specialized in rules/factor-based equity investing strategies of the sort characterized as “Smart Alpha” in the July 2014 Journal of Portfolio Management. In addition, I formerly managed a high-yield fixed-income fund and conducted research involving quantitative asset allocation strategies such as are at the foundation of what today has come to be known as Robo Advising. I formerly edited the the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line. I have long had a passion for investor education, which has resulted in my having conducted numerous seminars on stock selection and analysis, and the authoring of two books: Screening The Market and The Value Connection.
I occasionally perform research when weighing investment decisions. I share some of this research here.
This is not personal financial advice. I don't know your individual circumstances or risk tolerance.
Also, nothing I publish is a guarantee. I cannot tell the future and so I will often be wrong. Even some of the historical analysis I conduct may contain errors.
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).
I'm an investment analyst at a public pension fund that invests via a multi-manager structure. I don't manage money professionally, so this is just a hobby for me. I'm a CFA charterholder.
I have a B.A in Economics from Illinois Wesleyan University, where I also played football and ran track. Lately I've been getting into crossfit as a way to continue my athletic pursuits. Outside of investing, my main hobby is cooking, which I truly enjoy doing, especially for my wonderful wife and daughter.
Shailesh Kumar is the CEO of Value Stock Guide, one of the premier value investment advice site on the internet.
An MBA from University of Michigan and a former Management Consultant, Shailesh has helped numerous Fortune 100 executives with their strategic and operational issues and now channels his deep business experience to help his members find profitable investments.
Visit: Value Stock Guide (http://valuestockguide.com/)
Great ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas. Authored by investment and finance professionals who have grown up on the teachings of Ben Graham, Warren Buffett and Joel Greenblatt, and have studied under or worked with luminaries such as Yale Chief Investment Officer David Swensen and Economics Nobel Laureate James Tobin, MOI delivers timely, differentiated investment ideas. In a market flooded with data and opinion, we deliver clarity.
Hewitt Heiserman Jr. conceived the Earnings Power Chart, which is the subject of his book "It's Earnings That Count" (McGraw-Hill, 2004).
Mr. Heiserman is a member of the Boston Security Analyst Society and the CFA Institute. He has been quoted in TheStreet.com, The Wall Street Journal, BusinessWeek, CBS MarketWatch, Business 2.0, Better Investing, The Motley Fool, Complete Growth Investor, Barron's, and the Haverford Trust Company Adviser.
Mr. Heiserman has spoken to the New York Society of Security Analysis, the Boston Security Analysts Society, Babson Investment Management Association, the American Association of Individual Investors, Fidelity Management & Research, Complete Growth Investor, Bryant College and Franklin-Templeton Group on "Ben Graham and the Growth Investor." He also serves as an instructor for Gerson-Lehrman Group.
A stock-picking screen Mr. Heiserman created for Motley Fool based on methods described in his book has turned a hypothetical $10,000 investment made at the beginning of 2005 into $32,000 at the end of 2009, excluding taxes and trading costs, or 26% annualized. In contrast, a $10,000 investment in the S&P 500 grew to just $10,321, or 1% annualized. To learn more, click here: http://www.fool.com/investing/general/2009/12/28/let-scrooge-make-you-rich.aspx
Mr. Heiserman graduated from Kenyon College with Distinction in History. He was also awarded Kenyon's Faculty Award for Distinguished Achievement. Mr. Heiserman is vice-president of an open land foundation. An Ironman triathlete finisher (Lake Placid, 2010), he qualified for and competed in USAT's 2012 age-group national championships. Mr. Heiserman is an Eagle Scout and Order of the Arrow recipient. He has climbed the Grand Teton and Mount Rainier, and has also bicycled across the United States.
In 2014, Columbia University will publish Mr. Heiserman's second book, The Checklist Investor. Mr. Heiserman also publishes Checklist Investor Quarterly, which shares the Internet's latest and best tips for improving stock-picking success.
Guy Betterbid is a student of life and business. He has nearly 10 years of professional experience and formerly has worked as a part-time Research analyst at a value-oriented hedge fund (RTL Capital) and as a Manager at a big four M&A advisory group (PwC Transaction Services). He is currently seeking full-time employment in a research-oriented role or an interesting corporate finance role.
His knowledge and passion for business run wide across many sectors and regions. He writes a business blog (http://guybetterbid.wordpress.com) where he analyzes successful businesses and discusses various financial topics in order expand the knowledge of business for himself and others. He is licensed as a CPA in NY state.
I am a self taught generalist who believes that independent analysis is the key to long-term success. My interest is long/short strategies with misunderstood US equities with abundant liquidity that show 2X-5X potential over a 0.5-2.0 year period. I prefer to do deep analysis and want to know enough about the company to test management conviction on strategy in interviews. I don't believe that a catalyst is necessary to own a business which is compounding earnings and allocating capital in shareholder friendly way. However, I like to use the sell-side a fulcrum for variant perception.
My bias is to run a fairly concentrated book with 13-18 positions being between 5-25% at all times. I prefer not to use leverage. Cash can be a significant part of a "best ideas" portfolio. I prefer to hedge lower conviction ideas with lesser allocation. I prefer not to protect high conviction ideas with puts or calls. I have traded my own accounts off and on since 1996.
I've founded and operated multiple businesses. I've done post-graduate work in biology and am using the CFA curriculum as one framework for learning finance. I'm looking to help a portfolio manager or senior analyst at a larger fund where my ideas are better leveraged.
Mr. Steven M. Rogé serves as Portfolio Manager with R.W. Rogé & Company and co-portfolio manager and president for the Rogé Partners Funds. After graduating from Bryant University in Smithfield, RI, with a Bachelor of Science degree in finance and economics, Mr. Rogé assumed the full-time position of portfolio manager at the firm. Mr. Rogé served on the Executive Board of the Finance Association at Bryant University and was inducted into Omicron Delta Epsilon, the international economics honor society.
Mr. Rogé currently serves on Bryant University’s Archway Investment Fund Investment Advisory Board, mentoring Bryant University students in the area of portfolio management and securities analysis.
Mr. Rogé is a current member of the Boston Security Analysts Society (BSAS). Mr. Rogé is a former member of the New York Society of Security Analysts (NYSSA) and is the former chairman of the NYSSA’s Value Investing Committee.
In addition, he has completed the Chartered Mutual Fund CounselorSM certification program and is a member of the Financial Planning Association (FPA). He holds the FINRA Series 7 and 63 securities registrations.
Mr. Rogé has been awarded a certificate of completion for the Investment Decisions and Behavioral Finance program, Oct, 14-15, 2010, at Harvard University’s John F. Kennedy School of Government, Executive Education.
Mr. Rogé is frequently quoted in the national and local press, with articles appearing in The Wall Street Journal, BusinessWeek, Kiplinger’s Personal Finance, Smart Money, Bloomberg, The New York Times, Dow Jones Newswires, Newsday, TheSteet.com, Fox Business News, U.S. News and World Report, Barron’s, Investment News, Financial Advisor Magazine, BottomLine Personal, The Wall Street Journal Transcript, and CNBC’s “MSN Money.”
Mr. Rogé has appeared on Fox Business Network, Fox News and CNBC as an expert stock picker and is the co-author of the financial self-help book The Banker and the Fisherman: Lessons in Life, Wealth, and Happiness for the 21st Century.
Mr. Rogé has been selected as a contributing editor for the following financial-related resources: Forbes.com, SeekingAlpha.com, SumZero.com and Morningstar.com
Mr. Rogé servers as a member of the Finance Committee for the Town of Rowley, MA, is a member of the Ipswich, MA, Rotary.
I invest in U.S.-listed Chinese companies. My website is at www.chinesecompanyanalyst.com.
I take long and short positions in the public securities of companies that I discuss on Seeking Alpha. Although I choose to remain anonymous, I provide full disclosure of my positions at the time of the publishing of each blog post. For all of my posts, I may buy or sell positions in the three days prior to and after each blog post.
Nowhere on Seeking Alpha do I attempt to provide false or misleading information. All facts that I present on this site are true to the best of my knowledge. All opinions presented are my own and accurately reflect my actual opinion on the relevant subject being discussed at the time ...More of writing. To the extent you believe I have provided false or misleading information, please contact me at firstname.lastname@example.org and if I agree with your assessment, I will modify the relevant content in the Q&A section of a given post.
Mariusz Skonieczny is the founder and president of Classic Value Investors, He is also the author of several books on investing including Why Are We So Clueless about the Stock Market, The Basics of Understanding Financial Statements, Due Diligence: How to Research a Stock, 100 Ways to Find Investment Ideas, Investment Wisdom and Gold Production from Beginning to End.
James Altucher was the managing director of Formula Capital, an asset management firm and fund of hedge funds. He's written five books on investing: Trade Like a Hedge Fund, Trade Like Warren Buffett, SuperCash, The Forever Portfolio, and his latest book, The Choose Yourself Guide To Wealth. He currently writes at Jamesaltucher.com and has released a newsletter, The Altucher Report.
Mr. Altucher is the founder of Stockpickr.com, a social network for finance that had millions of unique visitors per month when it was sold to TheStreet.com in 2007. He has written over 200 columns for The Financial Times and has written for TheStreet.com, Forbes, Yahoo Finance, Fidelity.com, and other publications. He was also the founder of a web services firm, Reset Inc, which he sold in 1998, at which time he became a partner at VC firm, 212 Ventures/Investcorp. Mr. Altucher regularly appears on CNBC, Fox News, Fox Business, and CNN Radio, and is also in his spare time a nationally ranked chess master. Mr. Altucher received his BA at Cornell University and attended graduate school for computer science at Carnegie Mellon University.
You can follow him on twitter @jaltucher.
Jake Huneycutt is a former Portfolio Manager. Jake holds an MBA degree with a concentration in finance from Emory University. He earned a Master of Accounting degree from the University of North Carolina at Chapel Hill. He received his B.A. in History from East Tennessee State University. Jake is originally from Johnson City, TN and currently splits time between Boston, MA and Atlanta, GA.
I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. In addition, my services include a review of individual portfolios along with education of portfolio management techniques.
I have been a Registered Investment Advisor, financial author, and entrepreneur. I bring a variety of expertise to my clients, from personal investment planning and management to stock market analysis skills. I am the creator of the investment newsletter Power Investing with DRIPs focused on timely selections of dividend paying stocks. I have also published two books through McGraw Hill, All About DRIPs and DSPs, and The StreetSmart Guide to Overlooked Stocks.
My work experience covers a variety of fields.Prior to being a RIA, I spent 15 years as a corporate manager at Georgia-Pacific Corp before venturing out on my own, operating several businesses from manufacturing to export marketing management. President Ronald Reagan appointed me to the National Advisory Council overseeing the Small Business Administration from 1988 to 1991.
Now comes the obligatory disclaimers: The opinions and any recommendations expressed in this commentary are those of the author . None of the information or opinions expressed in this article constitutes a solicitation for the purchase or sale of any security or other instrument. Nothing in this commentary constitutes investment advice and any recommendations that may be contained herein have not been based upon a consideration of the investment objectives, financial situation or particular needs of any specific recipient. Any purchase or sale activity in any securities or other instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. The information contained in this report does not purport to be a complete description of the securities market, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and subject to change without notice. Either Mr. Fisher or his employer, if any, may hold or control long or short positions in the securities or instruments mentioned.
Greenbackd is dedicated to unearthing undervalued asset situations where a catalyst exists likely to unlock the value. Greenbackd focuses on assets for three reasons:
1. Assets are simpler to value than earnings: Earnings are often difficult to forecast with any degree of accuracy and we can't value a security based on unknown future earnings. Assets, on the other hand, are known quantities at filing. This is not to say that the value of the assets recorded in the filing is the value we ascribe to them. We disregard intangible assets, heavily discount long-term and fixed assets, and apply a modest discount to current assets. We take only cash at face value. For these reasons, we prefer that each security is predominantly backed by cash, hence our name: Greenbackd. 2. Assets anticipate the downside, the liquidation value, first: This forces us to be conservative in our assessment of value.
3. Assets are a contrarian measure of value: To the extent that Wall Street makes any assessment of value, it is obsessed with earnings. It pays little attention to assets. This creates an opportunity where a valuation based on a company's earnings underestimates the company's asset value.
Our favorite stocks are those trading at a substantial discount to liquidation value with an activist investor pushing the company to undertake some corporate action (for example, return capital, pay a special dividend, buy back stock, sell a key asset or the entire company). Greenbackd is penned by a former securities lawyer now working in value-oriented activist funds management
Visit his website: Greenbackd (http://greenbackd.com/)
David Hunkar (pseudonym) holds a Masters Degree in Finance and Economics. He is a part-time consultant for a financial consulting firm where he manages portfolios for manages portfolios for self and family. He has been an investor for the past ten years. David focuses on foreign stocks trading in the US markets including the OTC market. He concentrates on high dividend yield and dividend growth stocks. ETFs are his another favorite investment vehicle. In addition to his contributions here at Seeking Alpha, you can also visit him at his blog www.topforeignstocks.com
MagicDiligence provides useful, simple, and effective stock screening tools inspired by Joel Greenblatt's Magic Formula® Investing methodology. Our Spells give value and growth investors a list of great stock candidates every day, and our advanced Spell Caster lets you create the Magic-style stock screen you've always wanted! Learn more about our exclusive set of investing tools today!