I apologize to investors who follow my articles, but I don't currently plan to resume any involvement with SA, though that may eventually change, if the site ever implements/enforces deterrents to web stalkers. For now, I only publicly share opinions on stocks via Twitter, StockTwits, etc. The rest of what follows is my normal profile, so I won't have to rewrite it, should I ever continue posting on SA. Best of luck investing. Cheers. I run a small family office managing long-term portfolios and special projects beyond the capital markets. I'm fortunate to have worked for a NYSE-traded financial firm for the decade through 2010, but I am not an adviser, my articles only share our investing actions/opinions, and they are not investment advice. Proof is in the pudding, so here are our stock portfolio returns from the most recent five years: 2012 +32%, 2013 +52%, 2014 +11%, 2015 +14%, and 2016H1 +19.8% (those are just capital gains, but all holdings pay dividends). Returns are moderating as expected, since most positions were rebuilt/opened in 2010-2012 at extreme undervaluation levels, yet only a few new positions have been opened each of the last few years at moderate undervaluation levels. I also trade around core positions for short-term profits, but I do not include trade gains in portfolio return tracking, and my articles are strictly about long-term investing. My investing career started in the 1980s, and the transition to full-time was finalized in 2009. I only list returns from 2012 because that's when I became most active on SA, and the stock calls that led to those results can be verified here. For 2008-2011, my focus was shorter-term trades, which made total annual returns harder to tally, so without wasting time backtracking, I can only say returns were worthwhile. For most years prior, I was a blue-chip-only, buy-and-hold guy, which also worked well, so I still own most of those stocks in accounts separate from our actively-managed portfolios.
NYU grad (Economics, Business). Miami based. Investing is my passion.
Learned a lot at NYU, internships and full-time roles over the last five years in Fixed Income, Emerging Markets and Oil & Energy. Looking to join an asset management or fund of any type in South Florida.
Open to PE or VC opportunities in SoFla as well.
All views reflected in my writings are my own. In my writing, I do not represent any entity aside from myself.
Regarding investing, I purchase stock with extreme scrutiny. That is, I make sure I know more about the market than the majority. Informed investing is the only investing. All articles I write will be backed by empirical evidence and data.
Just a small town guy in flyover country who likes to think about economics and finance, ever since taking a course from Larry Meyer in Washington U. in St. Louis many years ago...before he became a big Fed-head. He personally scammed me out of a dollar to "save the whales," and I've been intrigued ever since.
I hold a B.S. in Accounting.
"[T]he function of the margin-of-safety is, in essence, that of rendering unnecessary an accurate estimate of the future. If the margin is a large one, then it is enough to assume that future earnings will not fall far below those of the past in order for an investor to feel sufficiently protected against the vicissitudes of time."
"Needless to say, the analyst must take possible future changes into account, but his primary aim is not so much to profit from them as to guard against them. Broadly speaking, he views the future as a hazard which his conclusions must encounter rather than as the source of his vindication."
"[F]inding the really outstanding companies and staying with them through all fluctuations of a gyrating market proved far more profitable to far more people than did the more colorful practice of trying to buy them cheap and sell them dear…These opportunities did not require purchasing on a particular day at the bottom of a great panic."
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.
Former Investment Advisor for 7 years
Focused on the Big Ideas or Great Value for my Investing dollars
I believe stocks are really business, and i'm just looking for a few that i really like, with the understanding that great things sometimes takes time.
i can be found tweeting my favorite tech stories at @ChristopherMav1
During the IPO season Francis Gaskins, editor of IPOdesktop.com & director of research for Equities.com, regularly appears on CNBC TV, Bloomberg, thestreet.com & other financial cable channels. On the day of the Visa IPO he appeared on four cable TV financial shows including Bloomberg & CNBC.
Over the past five years he has been quoted over 500 times by such financial media as the Wall Street Journal, Bloomberg, Reuters, Associated Press, USA Today among others. Those quotes are available at IPOdesktop.com.
His varied personal interests include violin playing. For example, he is concertmaster of the Palisades Symphony. He also holds an MBA from Harvard Business School (finance) and an AB from Princeton University (economics).
We are a team of professionals having vast experience in equity research, industry research, financial modelling, investment banking, fundamental and technical analysis of stocks.
We have deep understanding of economies and stock exchanges across the world.
Equities Lab is an investor's dream. Flexible screening, back-testing, charting, trading rules - quantitative or fundamental - If you can dream it up, you can test whether the idea in your head would have really worked or really tanked. Keep the science, get rid of the guess work. Get started with Equities Lab.
Visit Our Website and Sign-up for a 1 Month Free Trial
If you are a Pro Author and are looking for a tool to maximize the interesting content in your articles then email me at firstname.lastname@example.org for information about a free account.
Go here to access the program and guides about the program:
I've been a CERTIFIED FINANCIAL PLANNER™ professional for many years, and I've been fascinated by stock investing for over two decades. For my 22nd birthday, I requested and got a Value Line subscription, back in the days when they snail mailed bulk pages weekly and you added them into the massive three ring binder. In the decades since, I've learned many painful lessons about investing. I've made and lost money in value stocks, growth stocks, domestic, international, emerging, small, mid, and large, with options, futures, funds, convertibles, etfs and more! I rode the irrationally exuberant elevator up in the nineties, plummeted to the depths in 2002 and 2008, and been buoyed up in between and since. Through it all, I've figured out a system that works for me and that I don't find represented in the newsletter marketplace. I'm quite excited to put my hard won lessons to work for you and share the wealth!
I like to look for undervalued stocks. The process includes identifying a stock, valuation of the stock employing Discounted Cash Flow method as well as Benjamin Graham valuation model, and I like to confirm my verdict with an analysis of financial reports.
I have a Professional Bachelor in Finance and qualification Specialist in Finance. At this moment I am a student in Joint degree program with degrees of Master of Finance with 5th Level Professional Qualification in Finance from BA School of Business and Finance & MBA from SBS Swiss Business School
I have 3 years Forex trading experience.
New member brnichols is an investment research analyst and trades financial derivatives. Fields of interest include technical analysis, macroeconomics, demographics, financial history and energy policy. His published topics include; stock options,dividend investing,technology,services, and finance.
Mildred is the CEO of Accu-Tech, Inc., now semi-retired and living in Florida.
Schooled in London but a long-time US citizen, her interest in investments and retirement planning led to a decision to start writing for Seeking Alpha as a way to share her thougts with a wider audience than the people at the club!