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Price Headley was inducted into the Traders' Hall of Fame in 2007 and is the founder of BigTrends.com, which provides investors with specific real-time stock and options strategies and investment education to profit from significant market trends. Price appears regularly on CNBC, Fox News, and in a variety of major financial news outlets. Timer Digest recognized the success of BigTrends.com's investment strategies by ranking Price among the Top 10 Market Timers for stock market timing.
Author of the value investing newsletter detailing the formation of the "Punch Card Portfolio" (http://valueinvestorcanada.blogspot.com/). Devon Shire is an accountant and an investor with 15 years experience managing a private portfolio. Devon Shire's preferred portfolio management style is a concentrated approach, investing only when finding opportunities that offer a sufficient discount to the intrinsic value of a business. Devon can be contacted at firstname.lastname@example.org.
George Moriarty is Executive Editor and VP Content at Seeking Alpha. He joined the company in January 2012 as Managing Editor of Opinion & Analysis and works closely with CEO Eli Hoffmann and other company leaders on content and publishing initiatives for the Seeking Alpha contributor community. George has worked as a financial journalist and editor since 1997, most recently as Editor-in-Chief at Merrill Lynch Wealth Management Online Platforms. Prior to Merrill, he was Executive Editor at TheStreet.com. He lives in Bucks County, PA, with his wife, four young children and one dog. Please contact him via direct message.
CFA Institute is a global community of more than 100,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow.
I'm a cross-sector equity analyst currently working at a long/short hedge fund. I'm an investor, not a trader, and have a strong value-orientation.
Prior to my current position, I worked for 2 years at a large multi-strategy hedge fund with just under $1 billion in AUM. In this role I served as an equity / credit analyst as part of the value equity team. I acted as a generalist diving into multiple industries (e.g. tech, consumer goods, consumer services, energy, telecom, healthcare, and financials) with the intent to find securities with a large gap between their intrinsic value and their current market price. We generally focused on companies with strong balance sheets, good management, solid competitive positions, and most importantly, a discounted price.
Prior to that, I worked at a large global investment bank on their prop desk. In this role, I traded both equity and credit. Before joining the buy side, I worked for four years in a publishing role at another large global investment bank covering brokers and asset managers. Prior to entering finance, I worked as a management consultant at one of the large global consulting firms.
I am also a CFA charterholder.
Whether you are a large or small firm, GeoInvesting will cater to your needs and create a sound process for corporate diligence. Our specialty is Portfolio Protection – in fact, every aspect of what we do boils down to various ways that your M&A process or investment portfolio can be safeguarded against red flags.
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We have a retail solution for everyone – the long investor, the short investor, the pump and dump investor and the every day trader that is interested in the micro cap arena. We’ve shown that we can overcome the challenges posed by any market environment, quickly seizing investment and trading opportunities as they arise. Because of this, our Premium members have been able to enjoy above-average returns on our ideas. Our solutions enable us to cater to what matters to you the most.
Do you want access to reports that can convey the proper valuation of equities, reports that can immediately convince the market that these valuations are warranted? Do you want information arbitrage that allows you to be among the first to take action based on the intel? Do you need daily ideas, some of which have proven to be some of the most rewarding calls to action that the GeoTeam has offered? Would you like to follow our GeoBargains and select trades? Or do you just need to be part of an exclusive twitter following that receives alerts before the rest of the market?
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Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies and manager selection. The principal has been responsible for managing nearly seven billion dollars in credit investments across the capital structure and overseeing the research and trading of credit market activities. Rubicon Associates has written for Seeking Alpha, Learn Bonds, a newsletter and TheStreet.com in addition to advising institutional and private investors.
Ernie Zerenner, co-founder of PowerOptions, has been an active stock trader for over 40 years and an avid options trader for more than 20 years. Each Saturday he would look in the newspaper to find options with the best return Covered Calls. This process would literally take hours. First he had to find the stocks that looked promising. Second, he had to find the best options. Finally, he had to do calculations to determine the best returns. Ernie thought, "There has to be a better way." In 1997, a colleague and Ernie had an idea - Why not use the power of the Internet to gather the data and use computers to do the calculations. We built a web site to do just that. Ernie used the site to find the best options instead of using the newspaper. Ernie was so excited that he showed it to fellow traders and let them use it also. It was so successful that he decided to open the web site up to the public...and PowerOptions was born. Since 1997, PowerOptions has built a winning team to support and continue development of the tools and strategies offered. PowerOptions now includes over 150 pages in its award winning web site and cover 23 of the most popular option strategies. PowerOptions has been reviewed and acclaimed by many in the industry: Forbes, AAII, Active Trader Magazine, New York Post, and Nightly Business Report to name a few. PowerOptions is so innovative, the US Patent and Trade Office issued us patents in 1997 and 2007. By 2000, we took over operation of OptionFind.com, a site that has similar options search engine capabilities. Many of our subscribers told us that they loved the system, but had trouble finding the time to do their own options research. They suggested that we offer an advisory newsletter service. We released such a service under the name PowerOptionsApplied.com in 2005. This service uses our expertise and patented tools to search out, publish, and manage what we feel are great option trades. We offer Covered Calls, Diagonal Spreads and Iron Condors so far, more of your favorite strategies to come. Also in 2005, we released our first publication in the options education arena. Covered Calls: Aggressive Strategy for the Conservative Investor is a self-study course. It includes a DVD, 130 page book, and a workbook to help beginning option traders learn the basics of the most popular option trading strategy: Covered Calls. The course also includes 2 free months of the PowerOptions online subscription service. In 2008, we released our second and third publications to compliment our self-study covered calls kit... Naked Puts: Power Strategies for Consistent Profits is a beginner level text that illustrates the details of using cash secured puts to acquire stock at a discount and generate income. It covers the basics of the strategy from understanding the theory, entering a new trade and covers all the way through trade management. Protective Option Strategies: Married Puts and Collars covers reliable strategies to generate consistent income and provide insurance, especially during times of financial crisis and uncertainty. Topics of discussion include tips on entering protective strategies and the theories behind them, as well as selecting the right stocks and proper protective combinations for investing in today's volatile market. Also in 2008, we purchased the rights to the RadioActive Trading methodology. This investing methodology is just one strategy that options investors can use, but trading "RadioActively" gives investors a great chance of making money and keeping their capital while they do it. The RadioActiveTrading.com site offers plenty of educational materials to get any investor with any experience level into options trading with the ammunition he needs to be successful. After learning the methodology, investors can implement the trading style themselves with the help of the PowerOptions tools, or look over the shoulder of the RadioActive trading staff as they pick and publish trades to the FISSION advisory newsletter subscribers. Most recently, in 2010, we published our fourth educational text. Iron Condor: Neutral Strategy for Uncommon Profit. The concepts, ideas, rules-of-thumb and real-world examples presented in the text have been gleaned from the PowerOptionsApplied newsletter's successful trading of the strategy. Readers can take the lessons learned by the PowerOptionsApplied newsletter and repeat the good and forgo the bad in order to profitably invest using the Iron Condor strategy. This text presents real-world examples, real-world profits and real-world mistakes, the concept of optimally trading Iron Condors by balancing risk, reward, volatility, stop-losses and other parameters to achieve the best results from trading the strategy. Ernie and his staff are active investors; they use the PowerOptions tools and research every day. The company's staff is personally committed to providing you with quality service and an exceptional value. Please feel free to contact us with any suggestions or problems that you may have. If you are inside the continental US, our toll-free phone number is: (877) 992-7971, for users outside the country, 302-992-7971. If it is easier for you, you can also send us an email message by clicking any of the email links at the bottom of every page in our site.
Please note that I do not read comments posted here, nor respond to messages here. I don't have the time. If you want my attention, you must seek it directly at my blog.
David J. Merkel, CFA — From 2003-2007, I was a leading commentator at the excellent investment website RealMoney.com (http://www.RealMoney.com). Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and now I write for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc. My specialty is looking at the interlinkages in the markets in order to understand individual markets better.
I no longer contribute to RealMoney because my work duties have gotten larger, and I began this blog to develop a distinct voice with a wider distribution.
In 2008, I became the Chief Economist and Director of Research of Finacorp Securities (http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=109&STORY=/www/story/02-08-2008/0004752449&EDATE=). Finacorp went into liquidation in June 2010, after which I decided to open my own asset management shop, Aleph Investments, LLC. I manage stock and bond portfolios for clients.
Until 2007, I was a senior investment analyst at Hovde Capital, responsible for analysis and valuation of investment opportunities for the FIP funds, particularly of companies in the insurance industry. I also managed the internal profit sharing and charitable endowment monies of the firm.
Prior to joining Hovde in 2003, I managed corporate bonds for Dwight Asset Management. In 1998, I joined the Mount Washington Investment Group as the Mortgage Bond and Asset Liability manager after working with Provident Mutual, AIG and Pacific Standard Life.
My background as a life actuary has given me a different perspective on investing. How do you earn money without taking undue risk? How do you convey ideas about investing while showing a proper level of uncertainty on the likelihood of success? How do the various markets fit together, telling us us a broader story than any single piece? These are the themes that I will deal with in this blog. I hold bachelor’s and master’s degrees from Johns Hopkins University.
In my spare time, I take care of our eight children with my wonderful wife Ruth. Visit this site: The Aleph Blog (http://alephblog.com/)
Convergence Investment Management is a Registered Investment Advisory firm that focuses on unique opportunities within the Closed-End Fund and Exchange Traded Fund marketplaces. We believe that the markets, while very efficient, are not perfectly efficient and that opportunities for superior risk adjusted returns exist for those willing to put in the work to identify short-term price dislocations. Charles “Chad” Gray is Convergence Investment Management’s Portfolio Manager. Prior to launching Convergence, Mr. Gray spent much of professional his career in Silicon Valley developing better data analytics platforms and data management techniques, many of which have been applied to the Convergence approach. Mr. Gray earned both an M.B.A. and M.S. in Electrical Engineering from Massachusetts Institute of Technology, and a B.S. in Engineering from Northwestern University. He has also earned the CFA designation and is an active member with the CFA Society of San Francisco.
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/)
Consultant / Investment research writer, focusing on natural resource companies & select other small cap opportunities. MBA, Financial Analysis, Top 12 rated business school, New York University (NYU) Stern School of Business.
Designated a Chartered Financial Analyst, "CFA" He's published hundreds of investment articles & CEO interviews on a number of prominent [Metals & Mining] and [Investment] websites including:
EpsteinResearch, InvestorIdeas, InvestingNews, MiningFeeds, Equity.Guru, Investing.com, Equities.com, CNAFinance, CountingPips, StockHouse, SeekingAlpha, TalkMarkets, CEO.CA, Investor-SMS.de, SmallCapMarkets.
On Twitter: @peterepstein2 Email: email@example.com
I'm an experienced options/futures trader and freelance writer. I've covered the options market for various companies for the past 12 years. Prior to that, I worked as an institutional sales trader for a New York-based institutional brokerage firm. I'm now in Chicago and you can catch my Friday mornings on CBOE TV. Please visit the Options Idea Central blog for recent commentary and options trading ideas.
Kim Klaiman is a full time options trader and founder of SteadyOptions.com. He trades mostly non-directional strategies, like pre-earnings strangles and iron condors. Likes to trade strategies with negative correlation. He lives in Toronto, Canada. Visit the SteadyOptions.com forum. SteadyOptions offers a combination of a high quality education and actionable trade ideas using variety of Non-Directional option trading strategies for Steady and Consistent Profits. Email: firstname.lastname@example.org Follow me on Twitter: https://twitter.com/SteadyOptions_ SteadyOptions performance: https://steadyoptions.com/performance
Team StockMatusow.com research and writers are:
Scott Matusow; Team Leader, owner and founder of StockMatusow.com and Dan Cohen, partner, and independent investor/scientist/inventor/trader and lead contributor at stockmatusow.com.
Scott is an independent investor/writer/trader and team leader of StockMatusow.com.
He has have about 17 years of stock market experience which include trading, investing, and managing his family’s trust as well as his personal account.
Scott has had the most success in trading/investing in smaller cap growth companies. Because Scott is not 'officially trained' in the markets, he see things outside the box, using his experience to provide clarity and alpha. Scott uses his ability to read situations, emotion, charts, times and sales, historical data, and macroeconomic and other market forces to predict stock price movements, in both short and longer terms situations.. Using these acquired allowed for him to completely divest his own and family's money near the top of the market before the 2008 financial crisis.
Dan Cohen is a partner at stockmatusow and entrepreneur in the fields of nanotechnology, medical diagnostics, and energy storage. Additionally, Dan is a Scientist and inventor. He has 7 years of experience investing and trading biotechnology focused equities with a specialty in identifying under-appreciated value in small caps. Dan utilizes his experience reading and reviewing scientific literature to evaluate prospects for success. His work with diagnostics development give him a strong background in immunology which is leveraged in evaluating immunoncology focused approaches. As well Dan has 5 years trading futures, specializing in E-minis and Treasury products. He utilizes a combination of technical analysis, deep scientific research, and macro views to generate alpha for the team.
Places you can follow Scott are:
Places to follow Dan are:
I am the founder of the Braeburn Group of independent AAPL analysts and author of the Posts At Eventide web presence.
The objective of my work is to benefit readers seeking to understand Apple's financial performance and to provide a repository of information and analysis at my web presence for other independent AAPL analysts preparing quarterly estimates and share price forecasts.
In addition to following Apple, I maintain a keen interest in the personal technology product markets and follow publicly traded enterprises offering technology products and services to consumers.
Robert Paul Leitao
FROM INSIDE SILICON VALLEY: Sorting the truth or likely truth from the noise is a key attribute of the successful investor. My commentary is a distillation of some of this effort relative to particular stocks and investment areas. My publishing at this point in time is limited to the blogsphere, Stocktwits as a Tweeter (@RobertinGatos), and Seeking Alpha posts as both an author (one article and trying to find time for more) and frequent commentator. I have no doubt that this truth seeking effort has been a great aid in my own efforts to be a successful high tech stock investor, which now goes back over 30 years.
Professionally, I was an Engineering Manager in two pioneering Silicon Valley high technology companies, Intel and Fairchild Semiconductor. Some will recall that Fairchild was formed by the group that William Shockley, co-inventor of the transistor of Bell Labs fame. had brought together at Shockley Labs to commercialize this device. I joined Fairchild Semiconductor R&D Labs in Palo Alto in 1973. It was at the time affectionately called "Fairchild Tech" due to its propensity to create spinoffs including National Semiconductor, AMD and Intel.
I joined Intel in in 1977 as Manager of their Analytical Lab start up and retired from Intel's senior management ranks in 1998. I joined a startup called Metara as a BOD member and ultimately as VP and Chief Technology Officer. I facilitated the generation of 17 automated mass spectrometry patents and became an expert on analytical technology patents as a result. I retired a second time in 2006 due to the fact that Metara ran out of capital before the first product was fully debugged. Venture caps can be fickle people.
Through out this time, I was surrounded by high tech business activity including management and ultimately startup financing. I stayed familiar with the high tech business press throughout this time and attended relevant Silicon Valley events including many Valley technology investment conferences and shareholder meetings beginning well before the Santa Clara Valley area was called Silicon Valley.
My start as a high tech investor occurred in 1981 when my first Intel stock options became exercisable. I used margin to exercise, buy and hold my Intel stock while I added margin to buy companies like MSFT, CSCO, ORCL, JDSU, SUNW and QCOM from the 80's forward. Needless to say the returns were outstanding. I had the luck of being exposed to long term LEAP call investing by a follow Intel manager and used this technique as additional leverage for most of my tech investments since the very beginning.
I used to love to bet against Merrill Lynch'sTom Kurlak who was known as THE Intel analyst of the time. He would make a negative call on Intel that I knew was way off the mark and use this opportunity for entry into my next set of Intel LEAP calls. That taught me to take advantage of Wall Street whenever possible rather than be their victim.
My original investment specialty was tech stocks however I have expanded my expertise in many key sectors. I follow high tech trends and business activity on a daily basis. I have added Financials to this tracking in particular since the bad behavior of the Investment Banks and now regular Banks (derivatives and lending practices) has led to multiple ugly stock market crashes. Notable examples include the crash of 2008 and the 2000 dot.com bubble with more yet to come, at least in the absence of better regulation.
I am a firm believer in understanding the business model, the business fundamentals and competitive environment for any company that I invest in. I look for competent management and high performance financials that demonstrate a strong possibility of on-going earnings and revenue growth. I read CEO pronouncements with my competence and BS detector on high (for example Ballmer pegs both needles - I'll let you guess which end of the scales). Drilling into a company’s financial fundamentals is a downstream step. Excessive debt is a red flag even if it is for so called good reason -- it limits company margins and business options, and can be representative a poofly performing business segment a company is in. I avoid those kinds of businesses in spite of what may be labeled as strong positive cash flow. Debt leads to sluggish earnings growth and limits company flexibility. It can also lead to ugly surprises, stock dilution for example. Technology company stock buybacks leave me cold. If they cannot make more money by growing their own business with the money, they will flatline or worse.
When the opportunity permits, I try to be ready to buy good companies that I believe have been beaten up inappropriately or are under appreciated (the Tom Kurlak example). I also try to buy companies that I know and understand inside and out or work on getting to there if I invest. Fewer companies,
Rocco Pendola is an associate editor at Seeking Alpha focusing on technology and the sectors it overlaps with.
In addition to technology, I am interested in dividend growth and income investing.
I make references to music I'm obsessed with (e.g., Old 97s, Elliott Smith, Bruce Springsteen) in my writing. If you notice any of these references, it makes me happy.
Bill Gunderson @billgunderson is the CEO and Chief Market Strategist of Gunderson Capital Managment in San Diego, CA.
He is also a professional money manager, former research analyst, author of Best Stocks Now, and developer of the Best Stocks Now smartphone app.
He offers four free weeks to his weekly Best Stocks Now to Seeking Alpha readers at gundersoncapital.com
He also hosts a daily stock market radio show that is syndicated nationwide on the Salem Broadcast Network.
Bill has appeared on the Fox Business Channel and on Bloomberg Radio numerous times .His articles have been published in Barron's, Forbes, TheStreet.com and numerous other publications.
He can be reached at email@example.com or by calling (855)611-BEST.
Not much to tell. Born in NY, NY in 1955 and at age 7 my Jewish dad thought I should go with him to the brokerage house. Not tee ball or pop warner football. Such is life. All I know is the market for 49 years and am now retired at 53 ( now 56) and 3 years living in Panama an 5 before in Costa Rica is good. A 26 year old tica wife also is good.
I have national medical insurance for 12 bucks a month in Costa Rica and private coverage in Panama at a great hospital........ Prices are 60 to 70% cheaper than the US and today I paid my yearly car insurance for $ 115.28.......... What more does a current bio need.
Self employed 35 years and opened 5 businesses and sold all 5..
With good internet a news junkie I am. A little Bloomberg; CNBC, Fox an CNN business........ Plus living outside the US gives a clearer picture.