I believe that our economic situation is vastly misunderstood. The future adverse consequences of this misunderstanding can not be understated. It is for this reason that I write about our economic condition, with a focus toward (economic) Sustainable Prosperity and the future economic condition of the United States. As for my background: I have investment experience dating back to 1988. This includes advanced knowledge and experience in equities, options, futures, futures options, forex, and economic research. Much of what is written in this site is a corollary to the analytical and modeling work I do, and have done, concerning the financial markets. I also have corporate experience. This includes Finance, Pricing, Strategy, Business Analysis and Business Planning; and various aspects of Marketing Management. My education includes an MBA from University of Chicago and an Undergraduate Degree (B.S.) in Business from Indiana University. Prior publishing credits include Barron’s, Director’s Monthly, and a contributor to the book “The Art of M&A Integration.”
I have an MA in economics from the University of Oklahoma, the football program voted best of all time by College Football News and ESPN. I write a blog on investing at rdmckinney.blogspot.com. Laissez Faire Books has contracted to publish my book on investing, Financial Bull Riding, in December.
I am a former sell-side analyst -- UBS 1996-2002, Needham 2002-2006 and ThinkEquity 2006-2008. These days I review automobiles and other technology products, as well as analyze the automotive and technology industries, and coming up with long/short ideas. I also continue to write (less frequently) on macroeconomics and politics.
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).
Friedrich is the name given to our algorithm for analyzing companies that trade on the global stock markets. In creating Friedrich we concentrated on analyzing each company’s Main Street operations through various established ratios, along with our own unique ratios that we developed over the last 30 years. What we came up with is a final "Main Street" price per share based on Generally Accepted Accounting Principles (GAAP), which is a framework of accounting standards, rules and procedures defined by the professional accounting industry, which has been adopted by nearly all publicly traded U.S. companies. We feel that our Main Street price result is what each company would need to trade at in order to be attractive to a businessperson on Main Street looking to buy at a bargain.
Since the only constant in the universe is change, the results for each company fluctuate by varying degrees. No company is an island unto itself, but each operates in a world of constant change and at times in areas where Chaos is the norm. By analyzing a company’s Main Street operations over time, Friedrich is able to give the potential investor a decade long analysis (opinion) as well as offering a Trailing Twelve Month (TTM) analysis (opinion), as well. Thus our readers will not only get as close to a real time view of operations on Main Street as is possible, but then can measure the consistency of the company’s operations over time to determine if s/he should invest or not.
Through our Friedrich algorithm we can analyze ten years of Balance Sheet, Income Statement and Cash Flow Statement data for each company all at once and generate one final result in seconds. Friedrich was designed to be ultra-conservative and thus will cut zero slack to any company under analysis and will do so with zero emotion. Companies must be exceptional in order to get an attractive Main Street valuation and the ideal investments according to our backtesting are the ones that have been consistent over time.
By being so ultra conservative Friedrich is designed to identify bargains that Wall Street investors may have overlooked. Companies shares may trade on the stock market but the companies themselves operate on Main Street, so Friedrich is designed to generate a Main Street price per share first and only then does he go to Wall Street and see the price for which Benjamin Graham’s “Mr. Market” is offering the shares.
If you choose to follow me please send me a message telling me which article got your attention
Love the trill of the hunt. Finding that little gem which is set to take off. I check daily and will trade partial position to accumulate shares for the longer haul.
I have been trading for a while, the first shares I ever bought were in the B.P. IPO. I have lived and worked all over the world in a number of capacities, including as a teacher and a Corporate Director. I now spend much of my time at Home with my four children ( hence my name), leading a much more settled life.
I believe that core growth and dividend returns are important, but a small manageable portion of your portfolio must always be invested in High risk High return scenarios. Don't bet more than you can afford and whenever possible play with the houses money. Start a position early. Start Small and accumulate.
Tales From The Future (tftf). I picked my nickname because many advisors and investors claim they can predict the future of the (stock) markets and somehow pick the winners. I don't. I usually do not engage in short-term trading and myopic analysis (quarter by quarter, without looking at the big picture). I like to work with long-term scenarios with a focus on possible disruptions in the technology and energy sectors. I look into value and contrarian ideas as well as emerging technologies and growth stocks worldwide, both on the long and short side. I also like to discuss the influence of monetary policy on global stock markets. I am fiercely independent in my investment research and therefore use the image of a lone Ninja. This influenced my investment principles for the past 20+ years: Pick your targets with patience. Do your OWN diligence. Never follow the herd blindly: 'Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, and one by one.' General Sector Focus: Technology/Internet, Value, Disruptors, Energy/Alt Energy, Entertainment Stocks and Monetary Policy/Geopolitics. Geographical Focus: USA, Western Europe, Japan. Sector 'Halo' Focus Stocks: AAPL, TSLA... PS: Not a native English speaker. I apologize in advance for any typos and grammatical errors.
Mr. Boland is a part owner and founder at caperatio.com which is a finance related website focusing on the Cyclically Adjusted P/E Ratio. The website features a calculator that facilitates the calculation of the CAPE Ratio per individual stock (as explored by recent Nobel Laureate Robert Shiller). The website also provides a weekly newsletter to subscribers on the subject of the CAPE Ratio. This website and Mr. Boland’s work has been featured at a number of renowned investment/hedge-fund blogs and books in addition to news articles at Value Walk, Business Insider, Yahoo Finance, and Money Week. Most recently caperatio.com was discussed in the new book entitled "Global Value: How to Spot Bubbles, Avoid Market Crashes, and Earn Big Returns in the Stock Market."
Mr. Paul Boland has worked in the field of Taxation and Accounting for the last 6 years, both in a managerial capacity and as a junior accountant and holds the License of Enrolled Agent (EA) from the Secretary of the Treasury and the designation of Accredited Business Accountant (ABA) from the ACAT. Paul has been teaching courses on taxation at Gloucester County College since the Fall of 2011. Paul Boland holds a Bachelor of Science in Accounting from the McKenna School at St. Vincent College, and a Masters of Business Administration (MBA) through the Rohrer College of Business at Rowan University.
John is a lawyer and accountant with over three decades of corporate finance, due diligence, M&A advisory and related legal services for manufacturers, innovators and investors in the energy storage and renewable energy sectors.
Over the last eight years John has earned a global following for his articles on the energy storage and alternative energy sectors. He has contributed to AltEnergyStocks, Seeking Alpha, The Street, NASDAQ.com and Batteries International Magazine and InvestorIntel.
John is a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. He was admitted to the bar in 1980 and licensed to practice as a CPA in 1981. John’s diverse experience in corporate finance, natural resource development and energy storage give him a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges of the battery industry.
Steve Percoco founded Lark Research as an independent provider of investment research in 1991. He has been the publisher of the Income Builder newsletter since 2001. He is a generalist, but focuses on several key sectors, including housing (and the homebuilders), real estate, utilities (electric, water and gas), telecommunications, energy and technology. Lark Research also offers institutional research services, including company and sector reports and market commentary.
Steve is a member of the New York Society of Security Analysts. From 1994-2004, he chaired NYSSA’s Committee for Improved Corporate Reporting. From 1996-2002, he served on NYSSA’s Board of Directors. He received the Society’s Volunteer-of-the-Year award in 1995, 1996, 2001 and 2002.
Prior to founding Lark Research, Steve was Vice President in the High Yield Corporate Bond Research Department at Salomon Brothers (1987-1990) and investment officer at Bank of Boston (1983-1987).
From 1994 to 2010, Steve chaired the Springfield NJ Investor Education Group of the American Association of Individual Investors (AAII). He served as a member of the FASB’s User Advisory Council from 2004 to 2006.
Steve is a graduate of Bowdoin College and Harvard Business School.
I have spend many years teaching and advising individuals on stock trading. I have also covered many industries over the course of profession. My core focus will be to analyze the fundamentals. I would like to utilize this platform for sharing my ideas and interacting with professionals all over the world.
I'm a Managing Director at A North Investments (ANI), a quantitative hedge fund based in New York. Those who'd like to contact me, private message me here or email me at firstname.lastname@example.org.
I spent many years working in various analytic jobs and trading on Wall Street. For nine of those years, I traded junk bonds for a large bank. I have an MBA from the University of Chicago, with a concentration in accounting and finance. Currently I co-manage a precious metals and mining stock investment fund in Denver. My goal is to help people understand and analyze what is really going on in our financial system and economy.
At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Brian Nelson is the President of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at email@example.com.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum
InvestorAide was created by a team of investors, stock brokers and financial analysts devoted to assisting both expert and beginner traders.
Our experienced team knows what it means to win in this dynamic financial market.
I am a CPA, CFE and have a BA in finance. I don't like to lose money.
If there are any bank stocks you would like to have regular quarterly/semi-annual coverage on let me know, I add a lot of names throughout the year but want to provide regular coverage for interested readers.
Nicholas Pardini is the managing partner of the equity long/short hedge fund Nomadic Capital Partners. The fund specializes in commodities, emerging market consumer equities, and equities in the the global technology sector. His research and live trade updates are also found on his investment newsletter The Pardini Report (http://pardinireports.com) .
He graduated from UC Santa Barbara with an economics degree in three years. Before launching Nomadic Capital Partners in January of 2011, he worked as a proprietary trader at Wedbush Securities and attended a Masters in Finance program at Villanova. His investment specialty is in top down macro based fundamental analysis of equities and the global economy.
Nicholas has also published portions of Nomadic's research on leading investment commentary website Seeking Alpha. His analysis has been mentioned on prominent media outlets such as USA Today, NHK, CBS News, CNBC.com, and ZeroHedge.
Follow Me On Twitter:
The One Eyed Guide (http://www.oneeyedguide.com) is Bob Small who: solo traveled to 25 countries by age 21, has a degree in Economics, an MBA from Columbia University in Marketing and Finance, has been a brand manager, was a licensed stock and options broker during the 87 crash, ran a $450 million dollar business, and raised $8 million for charity.
The One Eyed Guide tries to identify the economic theory that best fits the facts behind critical events and market movements (or at least the best current thinking) so that trends can be better forecast.
The name "One Eyed Guide" recognizes the fact that any economic forecast cannot "see" all factors. It's derived from Robert Heinlein's saying in the novel Puppet Masters: "In the land of the blind, the one eyed man is in for a hell of a rough ride."
Have managed money for clients as an independent advisor since 1991. Published a newsletter ECONOMIC LEADS from 1988 to 1993. Have an economics degree from Vanderbilt University. Focus on the macro picture forecasting the US economy and broad stock market. Also have a model to estimate long term equity returns for several countries.
A true investing contrarian with more than a decade's experience in the financial markets. I review a variety of sectors with both long and short ideas.
Blog address: http://www.atruecontrarian.com/
The top gold and silver analyst on Seeking Alpha. One of the few that does the hard leg work necessary in this field.
The Gold and Silver Report is in progress and will be ready in a month with a close look at some very interesting names from the junior level all the way up to the majors.
A retired hedge fund manager with over 20 years of experience in financial markets.
Audited returns before fees of my hedge fund beat the S&P 500 by over 9.5% per year for over ten years.
I have earned the CFA designation and am formerly a CPA.
Mark's mutual fund is launching December 15, 2011.
He is a self taught private investor who operates the website Fund My Mutual Fund (http://fundmymutualfund.com); a daily mix of market, economic, and stock specific commentary. Fascinated by the market since an early age, he discovered mutual funds as a teenager in the 80s and moved to equities by the mid 90s. The origin of the website is/was to leverage the power of the internet in developing a transparent track record to attract investors for his potential "long/short" mutual fund.
His equity focus is identifying secular growth trends and the companies most likely to benefit from these macro trends. Stocks are identified through fundamental analysis, although basic technical analysis is used in determining entry and exit points. You can receive Trader Mark's latest posts daily by subscribing free via RSS reader (http://feeds.feedburner.com/FundMyMutualFund) or subscribing free via email (http://www.feedburner.com/fb/a/emailverifySubmit?feedId=1109639).
With a degree in economics from the University of Michigan, a broader understanding of the economy as a whole, along with interpreting investor psychology, is also a major interest for Mark. To follow on Twitter, username: fundmyfund
Consultant with extensive experience in finance and investment. Provides weekly analysis, which strives to unearth contrarian economic and finance ideas through an all-encompassing examination of the available information. Writings in the public domain are widely recognised as having foretold the dangers that were implicit in the excessive credit creation of recent years.
Bill is Chief Investment Officer of Luby Asset Management LLC, an investment management company in Tiburon, California. He also publishes the VIX and More (http://vixandmore.blogspot.com/) blog and an investment newsletter. His research and trading interests focus on volatility, market sentiment, technical analysis, ETPs and options. Bill was previously a business strategy consultant. When not trading or blogging, he can often be found running, hiking, and kayaking in Northern California. Bill has a BA from Stanford University and an MBA from Carnegie-Mellon University. Visit Bill's blog, VIX and More (http://vixandmore.blogspot.com/)