Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Awarded a 2015 "Top 50 Financial Blogger" by TipRanks.com
- Ranked #44 out of 4,408 bloggers (#106 out of 8,174 overall experts) as of 8/18/15
- Follow my ongoing coverage on TerraVia (TVIA): http://seekingalpha.com/articles?filters=szym,kevin-quon
Scott Rothbort has over 25 years of experience in the financial services industry. He is the Founder and President of LakeView Asset Management, LLC, www.lakeviewasset.com a Registered Investment Advisor specializing in customized separate account management for high net worth individuals. In addition, he is the founder of TheFinanceProfessor.com www.thefinanceprofessor.com an educational social networking site where his blog also resides; and, publisher of The LakeView Restaurant & Food Chain Report www.restaurantstox.com , a newsletter focusing on investment and trading ideas in the food, restaurant and agricultural sectors. Mr. Rothbort is also a Term Professor of Finance at Seton Hall University’s Stillman School of Business, where he teaches courses in finance and economics; is the Chief Market Strategist for The Stillman School of Business; and, the co-supervisor of the Center for Securities Trading and Analysis. In May 2011, along with partners, he opened From Bagels To Burgers www.frombagelstoburgers.com , a restaurant in Lake George, NY for which he is the managing partner and CEO. In September 2011, along with Cody Willard, he co-founded Wall Street All-Stars www.wallstreetallstars.com , a collection of publications, commentary and analysis from some of the finest money managers and traders on Wall Street, where he also contributes his commentary on a daily basis.
Mr. Rothbort has written extensively for The Street.com www.thestreet.com since 2002. His blog is also republished by Seeking Alpha http://seekingalpha.com/author/scott-rothbort He has frequently appeared as a professional guest on Bloomberg Radio, Bloomberg Television, Fox Business Network, CNBC Television, TheStreet.com TV, WallStreetWeek.com, and local television or radio. As an expert in the field of derivatives and exchange traded funds (ETFs), he frequently speaks at industry conferences. He is an ETF advisory board member for the Information Management Network, a global organizer of institutional finance and investment conferences. In addition he is widely quoted in interviews in the printed press and on the internet.
Mr. Rothbort founded LakeView Asset Management, LLC, in 2002. Prior to that, since 1991, he worked at Merrill Lynch where he held a wide variety of senior level management positions including: Business Director for the Global Equity Derivative Department; Global Director for Equity Swaps Trading and Risk Management; and, Director for secured funding and collateral management for the Global Capital Markets Group and Corporate Treasury. Prior to working at Merrill Lynch, within the financial services industry he worked for County Nat West Securities and Morgan Stanley, where he had international assignments in Tokyo, Hong Kong and London. He began his career working at Price Waterhouse from 1982 to 1984.
Mr. Rothbort received an M.B.A., majoring in Finance and International Business from the Stern School of Business, New York University, in 1992, and a B.S. in Economics, majoring in Accounting, from the Wharton School of Business, University of Pennsylvania, in 1982. He is also a graduate of the prestigious Stuyvesant High School in New York City. Mr. Rothbort is married to Layni Horowitz Rothbort, a real estate attorney and together they have five children.
Visit his site: Lakeview Asset Management (http://www.lakeviewasset.com/)
Visit his blog: The Finance Professor (http://thefinanceprofessor.com/welcome.php)
Visit his newsletter: LakeView Restaurant and Food Chain Report (http://www.restaurantstox.com/)
Visit his trading commentary website: Wall Street All-Stars (http://www.wallstreetallstars.com/)
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 am a medical professional, but I have been studying investing for many years so that I can control my own portfolio. DGI seems to be the best way for me to invest for my retirement while being able to sleep at night.
I have also been successfully trading cash secured puts for extra income. I share my experience on my websites, Tradingcsps.com and my blog Tradingputs.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
I am a sales manager in the Industrial Distribution industry with over 20 years experience, and have been an independent investor for more than 15 years. I have focused on a long term, buy and hold, value and GAARP dividend investing strategy.
"Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver."
- Ayn Rand
Dale Roberts is an Investment Funds Associate with Tangerine Investment Funds Limited, a subsidiary of Tangerine Bank wholly owned by Scotiabank. My articles are for information purposes only and do not constitute investment advice or an offer or the solicitation of an offer to buy or sell any securities. These articles are my personal opinion and are not those of Tangerine Bank or its subsidiaries. Remember past performance is not guaranteed and may not be repeated. Investment strategies are not suitable for everyone and you should always conduct your own research or speak to a financial advisor.
Richard is the managing principal of QVM Group LLC, a fee-based investment advisor based in Connecticut, with clients across the country. . QVM manages portfolios uniquely designed for each client on a flat fee basis through the client’s own accounts at Schwab; and provides investment coaching to "do-it-yourself" investors on an hourly fee basis. The investment approach is based on value, asset allocation, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and absolute and benchmark performance. Richard's extensive experience includes serving having served as a Board Director of Phoenix Investment Counsel, a U.S. pension and mutual funds manager, now Virtus Investment Partners (New York Stock Exchange: VRTS http://www.virtus.com); as Managing Director of Phoenix American Investment in London; and as a Board Director Aberdeen Asset Management PLC in Aberdeen Scotland (London Stock Exchange: ADN http://www.aberdeen-asset.com). He has been a Trustee of a $500 million pension fund, and was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree (NASDAQ: TREE http://www.lendingtree.com) prior to its IPO. He is a 1970 graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website. (http://www.qvmgroup.com). Follow him on Twitter: @QVMinvest
Kapitall is the online finance platform for the next generation, where investing is as easy as drag, drop and trade. With an intuitive and playful user experience, Kapitall offers tools that make it easy to build virtual and real brokerage portfolios, share ideas and research stocks and funds.
@DavidAltonClark - #1 Ranked Stock Picker out of 9000 Total Experts per http://Tipranks.com ✦ Columnist @CNBCPro
✦ US Army Veteran ✦ Former FINRA Rep ✦ EY / Citigroup Alumnus ✦Texas Realtor ✦ Active Investor
Click this Globe and Mail and Barron's link for recent articles regarding my performance and background.
I am an American trader and a Vanderbilt University alumnus currently living in San Francisco. I'm mostly interested in income investing using dividends, preferred stocks and other debt instruments, and pair trading.
I fundamentally analyze every business from the top down.
In my personal life, I have a strong Jewish faith and enjoy playing Scrabble and entrepreneurship.
Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also CEO of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years. Mr. Lydon serves on the Board of Directors for U.S. Global Investors, Inc. and Guggenheim Investments. In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios. Mr. Lydon is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor. He is Co-Founder of Virtual Summits, educational virtual events for financial advisors.
Visit his site: ETF Trends (http://www.etftrends.com/)
The ETF Virtual Summit is the largest exchange traded fund (ETF) investment conference in the world. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the ETF industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.ETFVirtual.com.
The Alts Virtual Summit is the leading Alternative Investment conference for financial advisors. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the Alternative Investment industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.AltsVirtual.com.
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 19-year old daughter, Wei Elizabeth Gordon.
Hi, I am Ong Kang Wei, a Singaporean investor intrigued by the stock market and anything related to business, finance and economics. I love observing the stock market in my free time, and I especially favor dividend-paying aristocrats offering products/services people need such as P&G, Kinder Morgan, Wal-Mart, among many others. I also love high quality stocks or mispriced stock opportunities that will be able to reward shareholders. Of course, I can only come to such a conclusion through extensive fundamental research and analysis. I am still in the process of learning how to analyse stocks more perfectly, and I must say that I have learnt a lot so far on Seeking Alpha. People whom I admire include Warren Buffett, Peter Lynch, Charlie Munger, Philip Fisher and Benjamin Graham. I try to learn about these famous people and find out what made them successful. I also regard established people in the financial industry very highly, and always try to learn from them through their writing. This group of people would include Professor Aswath Damodaran, many of the other knowledgeable CFAs and also Seeking Alpha writers. Though I try my best to keep writing on Seeking Alpha, I may stop writing at times due to study obligations.
Here's the link to my latest dividend portfolio update: http://seekingalpha.com/article/2783865-kangs-dividend-compounding-portfolio-2014-review
Connect On Facebook: http://www.facebook.com/ong.kangwei.9
Connect On LinkedIn: http://www.linkedin.com/pub/ong-kang-wei/4a/677/541
Connect On Twitter: https://twitter.com/Okw2101
I am a Level III candidate in the CFA program. I have passed the Level I exam in June 2014 and the Level II exam in June 2015.
Outside of my interest in investing and stock analysis (which I currently do in my free time,) I am an IT project manager for a large multi-national firm. With my background in technology I have particular interest and stronger circle of competence in tech stocks, although I venture from this domain to certain other industries as well where I feel the businesses are simple and understandable or where I have particular first hand knowledge.
I consider myself a value investing enthusiast, following a bottom up fundamental analysis style approach. My value investing approach is quite simple - I look to "figure out the value of something, and pay a lot less".
I do not consider Growth and Value stocks as mutually exclusive, and in fact my favorite investments are:
small cap companies with good long term growth prospects,
strong business fundamentals
low financial leverage,
trading at an attractive valuation, and with some sort of short term difficulties that have caused the market perception to be negative in the short term.
To value companies I use a variety of techniques, sometimes heavily favoring traditional value metrics like P/B, and also I like good business (ROIC, ROE) trading at attractive multiples against EBITDA. I do discounted cash flow analysis where appropriate, and in some cases favor heavily on comparative valuation.
I am a personal investor. I do not work for any investment banking or financial firm. I am a management and strategy consultant living in the Washington D.C. area who believes that sound investments are the way to provide financial stability and security for your future and your family. I believe in primarily dividend growth investing, and that is what most of my research centers upon. I will occasionally take a flyer on a stock that I believe has tremendous potential for growth, or is significantly undervalued, but those stocks make up a small portion of my portfolio. I began investing in high quality dividend stocks at 22 with whatever money I could scrape together and set aside. I now contribute monthly to my portfolio, and add new investments or to existing positions on a quarterly basis.
Value Digger holds MSc. in Electrical Engineering, speaks four languages (English, French, Greek, German) and has lived in the U.S. for many years. Also, he is a full-time investor and a freelance writer with one of the highest Followers per Article (F/A) rates in Seeking Alpha. His F/A rate in Seeking Alpha is above 30.
After creating "Nathan's Bulletin" (a subscription-based investment guide for investors who can't afford a financial advisor), Value Digger launched a subscription-based Premium Service in Seeking Alpha entitled "A Fundamental Investor's Stock Club" which includes an unparalleled, actively-managed and high-return Portfolio of unknown and/or underfollowed stocks. Regularly updated and detailed lists in his Premium Posts PROVE these high returns. For reference, when Value Digger was managing money in the early 2000s, his Portfolio's annual ROI consistently exceeded 50%. His Premium Research is based on a comprehensive review of company-specific factors, macro conditions, competitors and the industry trends.
When it comes to his publicly-available picks and his free Seeking Alpha articles, Value Digger is ranked in the TOP-50 with a success rate of over 80%, an average return per recommendation of over 30% and a 5-star rating according to TipRanks.com, which is the highest category quality ranking used to evaluate financial experts. TipRanks.com is a comprehensive investing tool that allows private investors and day traders to see the measured performance of anyone who publicly provides financial advice. TipRanks.com collects data, evaluates and ranks 9,000 financial experts worldwide.
After almost 30 years of investing experience in the international markets (U.S., Canada, Australia, Europe), Value Digger has formulated a deep understanding of valuation analysis and his investment philosophy is firmly grounded in Ben Graham-style value-oriented opportunities that often have an assymetric risk/reward profile. On that front, he has created a unique proprietary database with thousands of publicly-traded companies per sector, which helps him spot the bargains and the bubbles before many investors find them.
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 write about dividend growth stocks on my website www.dividendgrowthinvestor.com.
I am mostly a buyer of high quality dividend stocks, with solid competitive advantages. My holding period is forever, as long as the dividend is at least maintained. I tend to concentrate my efforts on stocks which grow earnings and dividends, which provides outstanding total returns over time. I only focus my attention to stocks with sustainable dividend payments. I am also a firm believer in diversification accross sectors and geographic locations.
I have been focusing my attention particularly to companies that regularly increase dividends to their shareholders on my website. On my blog I share my thoughts on investing in dividend paying stocks that have consistently increased their payments over time and tips on growing my dividend income. I hope that my blog will serve as an inspiration for my readers and that it would change their financial lives for the better.
Visit my website, Dividend Growth Investor (http://www.dividendgrowthinvestor.com/)
Jeff Paul has been investing since his teen years, though his professional career has been in software engineering and education. His math classes participated in online stock market challenges, providing an opportunity to share his enthusiasm for investing with his students and the chance for them to learn the fundamentals and try to identify the next big stock (they found Google). He recently completed an MBA at Portland State University with a focus on finance, and is currently a Senior Investment Analyst at a wealth management firm.
Executive at a privately held materials science company engaged in the development of new materials for promising energy related applications.
From the midwest (Go Blue!), but lucky enough to live in a nice climate today. Great family with three kids - when I'm not coaching or watching their numerous activities, enjoy surfing, mountain biking, and shooting.
I've read much about investing over the years; I've always been a value investor, now getting into dividend growth strategy.
My name is Mike McNeil and I’m the author of The Dividend Guy Blog along with the owner and portfolio manager over at Dividend Stocks Rock. I earned my bachelor degree in finance-marketing, own a CFP title along with an MBA in financial services. Besides being a passionate investor, I’m also happily married with three beautiful children.
I started my online venture to educate people about investing and to be able to spend more time with my family.
I used to struggle with the same issues millions of small investors deal with on a daily basis. Which stocks to buy? When to sell them? How to find the time to manage my portfolio? How to diversify? I wasn’t into dividend investing until I looked in depth at my portfolio returns and realized I was having difficulty keeping up with the market.
The root of the problem was a very poorly built portfolio that lacked structure and the components required to build a sturdy base. I made good money from the stock market but I was taking unnecessary risk to achieve my investing goals.
From that point on, I was determined to create a portfolio strategy that would allow me to benefit from dividend growth stocks as a solid foundation. Since then, I manage my portfolio with a stress free method that enables me to cash out dividend payments even when the market goes sour.
I am primarily an investor interested in creating passive income streams through dividends. I focus on finding and analyzing dividend paying stocks, MLPs and REITs that are a good fit for income investors.
I practice Judaism and my faith is very important to me. I visit family in Israel once a year, but I am educated and work in the United States where I hold an MBA and a bachelor's in English. I am a patient man, enjoy wine but am not a connoisseur, and I listen more than I speak.
I have been involved in company analysis for over 10 years, and write to challenge my own investment thesis. I call it how I see it, so if you know something I do not know, I would love to learn about it!
I attend university to learn Business Administration and Accounting.
If you have any questions, message me here!