I have nearly two decades experience in M&A, distressed debt, special situations and corporate lending both in the USA and in Western Europe, working for hedge funds, investment banks and commercial banks.
In 2008 I became interested in technical analysis primarily Elliotwave and trading foreign currencies.
I manage my own funds and that of a handful of other individuals with AUM totaling $2.5m.
I write articles on securities where I either hold a long or short position. Generally, if I do not have or want to have a position in a security then I will not write an article on such security. I am an investor first and a writer second. I try publish my articles simultaneously when opening or closing a position.
Pro self investor with years of experience. A student of the markets. I always learn and love to teach. I use Fundamental Analysis, Technical Analysis and ignore mainstream investment media for the most part. There are simply too many people with worthless "opinions" and the channels and press are filled with worthless "speculations" on everything and anything. If it's not backed with facts or historic trends, it's generally useless. I have decades of self investment experience, cycles and markets run-ups and crashes. Now full time on markets.
I'm not employed by, or have any affiliation with, any part of the financial sector. From a regulator perspective, I am not a "professional" and never, ever, plan to be. But from an experience and skill, I normally know more that reps at my brokerages.
Don't fall in love with your stock or positions. Long or short.
An independent analyst and private investor. Based in Warsaw, Poland (Europe). Professional experience comprises about 20 years in a number of financial and industrial companies. Fan of the Austrian School of Economics.
Blog: Simple Digressions (daily analysis of the precious metals market; general investment issues; sometimes articles on demand of my readers).
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.
Markos N. Kaminis generated a 23% average annual return on "Strong Buy" stock selections over 5 years and ranked 2nd among a group of 60 analysts in-house as a Senior Equity Analyst over a seven-year period at Standard & Poor's. After proving his value in-house, he was promoted into a special role as an idea generator, supporting the portfolios of institutional clients as well as driving performance within S&P's recommended lists and portfolios. At times, Markos was responsible for up to 10% of the firm's entire "Strong Buy" list and is due a great deal of credit for the group's outstanding performance during his tenure.
Markos followed a group of 30-40 Small and Mid-Cap firms, and was charged with finding new buy and sell candidates across industry sectors. He generated a 23% average annual return over five years on his "Strong Buy" recommendations, and 26% over three years ended 2004. He was ranked 1st of 60 analysts in-house for his "Strong Buy" performance over 4 years (2nd over 5). Markos also authored IPO research and wrote for high-level newsletters, The Outlook, Equity Insights and Emerging Opportunities, as well as for BusinessWeek Online. He represented his firm as an analytical expert commentator for major media, including television, Internet and through quotes and interviews in reputable publications.
Besides predicting the stock market correction of 2015 through a series of prescient reports here in August. (see proof here: http://seekingalpha.com/article/3482226-investor-who-predicted-the-stock-market-correction-offers-an-update ), Markos also advised investors to buy stocks at the bottom of the market in mid-February 2016 and again post-Brexit at the trough, and to buy gold in January 2016 before the commodity started its move higher. While not perfect, over the years, Markos has made countless correct market and security calls for his followers, including forecasting the demise of J.C. Penney on the heralded CEO hire's disruptive plans, the bankruptcies of Washington Mutual and Pilgrim's Pride in the $30 and $20s, respectively, as well as the purchase of Facebook in the mid-$20s when it was considered a pariah post its IPO (today it is a market darling). Markos also warned of the real estate market collapse and the financial crisis in the early days of his blogging.
What I personally want you to know about my plans: After witnessing the worst of Wall Street firsthand and having the ideal vision of my childhood career choice corrupted by reality, I almost switched to full-time charity work at age 40 and still have plans for several non-profit endeavors. The future is somewhat unknown, and I am open to employment offers for portfolio management or other ideas. While continuing to publish regularly, I expect to begin work on several book ideas that I believe are important for business, for our nation and for society.
I may put my stock selection skills, earned through blood, sweat and tears, to better use, and to make my own way. I would like to give investors something rare, a dignified partner who can manage money with integrity and a clear conscience about the degree of due diligence behind investment decisions... someone who cares more about your money than your wife. I hope readers will become followers of my column here & at my blog, so that when our numbers are substantial, we might start an investment fund or two.
Prior to his Wall Street career, Mr. Kaminis spent time in the back-office, as a mutual fund accountant, where he managed for a time the work of two men. Before this, from age 11 to age 25, he worked as a carpenter's apprentice and carpenter with his father, in both commercial and residential projects. Mr. Kaminis has an intimate knowledge of the real estate (undergraduate degree in Real Estate and Finance) and construction market, as well as the restaurant industry.
However, as a generalist stock analyst, he showed the ability to learn any and the most complicated of industries in short time - and he gamed every challenge presented to him. Mr. Kaminis earned his MBA at the Katz Graduate School of Business at the University of Pittsburgh, and his BA at Temple University in Philadelphia. However, Markos has been studying the stock market since age 13, when he determined his career path.
He made his first investment at age 16, and funded much of his undergraduate education with the proceeds of his investing success. Mr. Kaminis continues to keep busy forecasting the economic path and securities market activity. Markos is considering the eventual start-up a long/short capital appreciation hedge fund. Such a fund would limit risk through beta reduction, using a diversification strategy targeting sector & industry and long & short position inclusion. At the same time, Markos' theoretical fund would seek maximum capital appreciation through the exploitation of Mr. Kaminis' inherent economic & market discernment gift and proven stock selection skills.
Mr. Kaminis also has a team of a select few analysts, technicians, strategists and economists that he has been impressed by over the years, which he expects to tap for the project when the time is right. Mr. Kaminis welcomes your interest in such a potential forward effort, and looks forward to discussing his plans with those appropriate and within legal constraints.
Markos toys with very early stage entrepreneurial efforts in the testing of certain business models, all of which he intends to tie to a planned non-profit project serving the most helpless among us. The tie will be that the businesses will give employment opportunity to individuals who would otherwise have difficulty finding gainful employment. It will house and heal the homeless, ex-convicts, those completing rehabilitation efforts for drug and other addictions, and others in need of help.
Markos is currently Directing the widely syndicated blog he founded, "Wall Street Greek," and is writing for other well-known publications besides advancing several big ideas. Markos' column is syndicated across sites like the Boston Globe, Kiplinger Magazine, UPI and other reputable newspaper and TV websites, as well as private networks, Amazon Kindle, iPhone and more. In the past, he has written for RealMoney.com, Motley Fool and others.
Requests to research specific companies are welcome, as we serve our readers. You may contact us via this blog's contact info. Mr. Kaminis welcomes you to follow him here at Seeking Alpha, where he is proud to be a long-time contributor to this strong team of writers. He considers the Seeking Alpha team and management close friends, and for you, people worth knowing and following. Visit his site: Wall Street Greek (http://www.wallstreetgreek.blogspot.com/)
Business owner for over 35 years now working less and investing more. Our company has grown from $1M in sales to $25M in that time. I have recently sold my shares as part of an exit strategy. My philosophy for success in life and business is based on creativity. As Albert Einstein once said, "Insanity: doing the same thing every day and expecting a different result."
As I'm a long-term investor, I'll highlight some stockpicks which will have a 5-7 year investment horizon. As I strongly believe a portfolio should consist of a mixture of dividend-paying stocks and growth stocks, my articles will reflect my thoughts on this mixture.
Jason Hamlin is the founder of Gold Stock Bull and publishes a highly-rated investment newsletter focused on strategies for profiting in the bull markets in gold, silver, energy and agriculture. Mr. Hamlin has a background analyzing charts and trends for the world’s largest market research company, is versed in fundamental and technical analysis and has consulted to Fortune 500 companies around the globe. Jason is a cycles investor, student of Austrian economics and speaks regularly at investment conferences throughout North America. The Gold Stock Bull newsletter is focused on finding junior mining companies that are undervalued relative to their peers.
Taylor Dart is a top contributor on Seeking Alpha in both the Long Ideas and Precious Metals section of the website. He has over 7 years of experience in active investing with a compound annual growth rate the past 4 years of 21 percent. His main focus is on undervalued growth stocks outperforming the market and their peers. In addition he use extensive technical analysis to capture maximum upside price action, as his belief is that timing is everything. Taylor scans upwards of 1200 stocks nightly on the U.S. and Canadian markets to identify the best fundamental opportunities with the most timely technical setups. He is a huge proponent of trend following and the "Turtles" who enjoyed compound annual growth rates of over 80 percent per year.
"If there is a sudden range expansion in a market that has been trading narrowly, human nature is to try and fade that price move. When you get a range expansion, the market is sending you a very loud, clear signal that the market is getting ready to move in the direction of that expansion.” - Paul Tudor Jones
"While a fundamental analyst may be able to properly evaluate the economics underlying a stock, I do not believe they can predict how the masses will process this same information. Ultimately, it is the dollar-weighted collective opinion of all market participants that determines whether a stock goes up or down. This consensus is revealed by analyzing price."
Mark Abraham , Quantitative Capital Management, L.P.
"Profit targets imply a trader can predict the future. Profit targets are profit-limiting. Trend followers stay in the moment of now, avoid prognostication, and let markets run as far as they go. "
Thomas Vician, Jr.
"We can’t always take advantage of a particular period. But in an uncertain world, perhaps the investment philosophy that makes the most sense, if you study the implications carefully, is trend following. Trend following consists of buying high and selling low. For 19 years we have consistently bought high and sold low. If trends were not the underlying nature of markets, our type of trading would have very quickly put us out of business. It wouldn’t take 19 years or even 19 months of buying high and selling low ALL of the time to bankrupt you. But trends are an integral, underlying reality in life. How can someone buy high and sell low and be successful for two decades unless the underlying nature of markets is to trend? On the other hand, I’ve seen year-after-year, brilliant men buying low and selling high for a while successfully and then going broke because they thought they understood why a certain investment instrument had to perform in accordance with their personal logic. "
John W. Henry
My name is Eugenio Miravete and I have been investing for almost a decade now. I have been a seeking alpha user for about five years and have been mentoring at the Teacher Retirement Service of Texas for the last year. I will be attending the University of Chicago starting in September of this year.
Steven Jon Kaplan began TrueContrarian.com in August 1996 as a weekly blog and later expanded this to a daily newsletter with intraday updates in February 2006. Steve provides financial consulting which emphasizes long-term tax and investment planning. He has been trading his own account, and those of family and close friends, since 1981, and handles separately managed accounts for qualified clients. As a registered investment advisor, Steve charges a 20% performance fee on net profits and zero management fees. He has been quoted in Barron's, Market Watch, Dow Jones Newswires, Seeking Alpha, and Kitco. Steve has appeared on Market Watch cable TV with Stacey Delo and was interviewed by Alisa Parenti on Bloomberg. Since 2010, Danielle Kerani Oberdier has served as Steve's business associate.
Steve enjoys running with the New York Road Runners, composing and performing on piano and voice, writing stories, and traveling to unique places. He enjoys hearing from anyone about a wide range of topics, so please let him know what you think about the web site or whatever is on your mind. You can find his music at http://www.reverbnation.com/stevenjonkaplan .
I am a value investor focused on situations where margin of safety is high including sum-of-the-parts, special situations and operating businesses.
I have an undergraduate degree in mathematics, a post graduate degree in accounting and am a CFA charterholder.
Palisade Radio features guests such as Rick Rule, Marc Faber, Doug Casey, Jim Rogers, and Eric Sprott to comment on the world economy, political events, and natural resource sectors.
Palisade Research is a leading research platform focused on producing in depth analysis and delivering actionable insights on the mining sector, precious metals, and general equities. With thousands of active monthly users, Palisade Research is one of the leading destinations for precious metals investors and speculators. Our weekly charts are hosted on many leading sites, including Seeking Alpha, Bloomberg, Kitco, 321Gold, and more.
Whether it is through publications, websites, social media, or just positive reviews from friends or colleagues, a growing number of people from around the world are discovering the excellent content that Palisade Research has to offer. Be sure to check out some of our other leading platforms including PalisadeRadio.com, PalisadeCommodityChart.com, and PalisadeCapitalCorp.com.
A lifelong student of the markets, speculator, and investor, decades of experience have forged Adam into a hardcore contrarian. He believes in buying low when others are afraid, then later selling high when others are brave. He founded the financial-market research company Zeal LLC, and continues to write acclaimed weekly and monthly subscription newsletters.
I am a high school teacher for a decade.
Before that I was an analyst (operations and financial) and for a short time a Controller
I have a B.S. with an emphasis in Accounting and an MBA (for which I studied Finance, Economics, and Management)
I passed the CPA exam on the first try and am a retired CPA in the state of Maryland.
I have a high school teaching credential and an MA in Math Education
As a full-time individual trader and investor, I aim to achieve high returns on various common/preferred stocks that pay sustainable, above-average dividends and offer deep-value opportunities, along with employing the purchase of calls and/or selling covered calls as a means to reduce risk and help lock-in high margin returns. With a resume of working in energy for one of the largest global OTC brokerage firms in the world, I focus my knowledge of utilities and electricity, natural gas swaps, etc ... to invest a large portion of my portfolio in the energy sector, with an emphasis in oil and natural gas producers, uranium miners, utilities, and freight/cargo/logistics companies that are directly tied to the importation/exportation of energy-related commodities. I also use precious metals such as gold and silver as a means to hedge my portfolio in the case of a recession and/or extended periods of deflation, with a firm belief that silver specifically is truly undervalued in relation to supply and demand, future estimated consumption in industrial sectors such as solar, as well as in relation to the current and historical levels of the gold to silver ratio.
I hope you appreciate my unique take on the markets, and look forward to sharing my ideas and opinions with you!
Joshua Kim is a junior at Texas A&M University in the Honors Finance program. He is heavily involved in both financial and entrepreneurial organizations. In 2013, Joshua founded a 501(c)(3) non-profit which spans the Dallas, TX metroplex in its operations and partnerships. His other interests include reading, rowing crew, and playing squash.
I work as a precious and base metals analyst at Metal Bulletin (global provider of market analysis and price forecasts for the metals industry) in London.
I have worked in the metals markets for about 5 years and have been passionate for the industry since 2007 - when I bought my very first gold coins.
In addition to my strong interest in understanding the metals complex, I manage a portfolio for my family, which can be described as a discretionary global macro portfolio. My investment philosophy has been highly influenced by George Soros and Karl R. Popper.
I continue to work on my philosophical framework in order to improve my decision-making process under uncertainty.
I was born in Paris, France. I graduated from University of Assas with a MSc in finance (2011), I also earned a MSc Research in economics from University of Sorbonne (2012), where I published a research thesis intituled “Is gold a speculative bubble?” under the direction of Natixis Chief Economist Patrick Artus, and I finally received a MSc in management from ESSEC Business School (2014). I launched a blog in 2013, Mikz Economics, in which I share some of my research as well as trade ideas. Follow me on Twitter @MikzEconomics to get the most updated metals news https://twitter.com/MikzEconomics
I am engaged in stocks and options investing from an entrepreneurial perspective. How is a company disrupting its field? How efficient is its management? Additionally, I only invest in stocks with valuations that can justify high future returns.
I enjoy studying different trends in the economy and applying these trends to the financial markets.
Finding growth opportunities in undervalued stocks has always been a hobby of mine.
BS in Economics, MA in Public Policy (International Economic Policy). J is a well-known voice in the global shipping community, with unparalleled investment results and a penchant for activist investing.
Mintzmyer founded Value Investor's Edge, a top-ranked deep value research service in May 2015, with the goal of establishing a top-tier community of deep value investors and activists. Value Investor's Edge subscribers leverage exclusive in-depth analytic reports and community investment experience to discover disconnects in global shipping and a variety of other beaten down sectors.
TipRanks.com ranked Mintzmyer’s performance in the top 3% of all global analysts at the end of 2015 for his 2-year investment performance. While compiling his research, Mintzmyer has interviewed numerous management teams at public maritime firms, and has worked with a multitude of investors. His exclusive analysis has received numerous 'Top Idea,' 'Must Read,' and 'Small Cap Insight' awards.
J is a CFA candidate and investment enthusiast who utilizes Seeking Alpha to provide an open exchange of both trading and investment ideas. Masters in Public Policy, with focus on International Security & Economic Policy from the University of Maryland, College Park. Distinguished Graduate of the United States Air Force Academy with a B.S. in Economics. President of Mintzmyer Investments LLC, a financial services company specializing in equity research and hedge fund advisory.
Extensive background in financial analysis, equity research, accounting, portfolio management, and customized asset allocation through nearly a decade of formalized education, personal studies, and practical experience. Avid reader of business/investments and biographies.
Legal Disclaimer: Any related contributions to Seeking Alpha, or elsewhere on the web, are to be construed as personal opinion only and do NOT constitute investment advice. An investor should always conduct personal due diligence before initiating a position. Provided articles and comments should NEVER be construed as official business recommendations. In efforts to keep full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. The majority of trades are reported live on Twitter, but this cannot be guaranteed due to technical constraints.
My premium service is a research and opinion subscription. No personalized investment advice will ever be given. I am not registered as an investment adviser, nor do I have any plans to pursue this path. No statements should be construed as anything but opinion, and the liability of all investment decisions reside with the individual. Although I do my utmost to procure high quality information, investors should always do their own due diligence and fact check all research prior to making any investment decisions. Any direct engagements with readers should always be viewed as hypothetical examples or simple exchanges of opinion as nothing is ever classified as “advice” in any sense of the word.
I am a civil engineer and individual investor. I spend a substantial amount of time reading and researching commodities, macro economic trends, and value investing strategies. With my background in the construction industry, I am able to analyze real world information compared to data provided by media outlets. I plan to eventually transition my career towards the financial sector.