Augustus Research was founded in 2014 by Giuseppe Farruggia and Costa Tagalakis, both graduates of finance from John Molson School of Business at Concordia University. They are also Level III Candidates in the CFA Program. Augustus Research is an independent provider of high quality equity research solutions for Individual and Professional Investors.
I share my experiences (good and bad) in trading stocks and results of thousands of trading simulations in my books. My primary book is Complete The Art of Investing (http://www.amazon.com/dp/B01AASN2GA).
My blog is http://tonyp4idea.blogspot.com.
Retired early from IT and work full-time in investing. Develop strategies to trade. It is my passion to check out why some strategies work and why some only work in certain market conditions.
Private fund manager. Worked for Dalatin 35 years on three continents and now run Foundation's banking division accounts via 4 credit union(s) an all branches for family.
Graduated INCAE Business School after 4 years at Costa Rica's public University system.
My office located in Brazil and I spend part of every month in our main Costa Rican office. And, when needed work in our Dubai Office or two China offices.
Voting Board member of Costa Rica national bank.
Jan 2016 > Retired at 51...Just keeping Board Seat and 99% of time dedicated to running charitable construction of schools & churches . Daughter now running operations in Costa Rica > Panama . Colombia
US equitable investing Just > $FB
I joined Seeking Alpha as a Senior Editor in June 2012, and left to pursue other opportunities in late 2016. I managed the Dividends, Income & Retirement and Expert Insight platforms. D&I focuses on income investment strategies and dividend investment-focused content for investors from the accumulation stage to retirement. The purpose of Expert Insight is to expand and elevate the quality of Seeking Alpha's content by including articles from an industry insider's point of view, designed to help investors make more informed decisions as they consider specific sectors and trends within those sectors for their investing strategies, e.g., utilities or technology. Expert Insight articles offer more of a macro, 30,000-foot-view that goes beyond investment analysis or stock recommendations. I also curated the Dividends & Income Digest, a bi-weekly publication that takes a look at a question that is compelling and relevant to the community, showcases the responses of DI thought leaders, and serves as a round-up of top DI articles. I have a particular interest in retirement-related content, particularly with regard to using a dividend strategy to create a steady income stream for those golden years.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
I work as a freelance software consultant, but spend too much of my time managing my investments, including my retirement accounts, primarily tech stocks, my rainy day fund cash, and investments in Lending Club loans. And now Bitcoin as well.
-I have been investing since the fall of 2008 and invested through one of the most difficult investing periods in history and know the importance of dividend growth and stability during those times as well as during the good times. I started writing for Seeking Alpha a little over three years ago and I have been successful with the companies I write about, which is shown by my high TipRanks success rate (Link Below). https://www.tipranks.com/bloggers/brad-kenagy
Ryan Mallory is the founder of SharePlanner.com and has been trading for more than 20 years. He got his start in the stock market at 11 years old when he inherited $5,000 from a relative that had passed away. Instead of putting the money in a college fund until he was 18, Ryan convinced his father to let him invest it in the stock market.
Early on, Ryan never ventured out of the mutual funds, but why should he, here is a kid, not even a teenager yet, learning to make his allowance in the stock market. Growing up in the 80's & 90's, Ryan saw his portfolio grow from $5,000 to nearly $30,000 - a 500% return for a kid who didn't even have his driver's license yet.
But it wasn't until the beginning of 2001, while in college, that Ryan learned his greatest and most important lesson in the stock market - the feeling of losing it all! The portfolio, that had grown into an important lump sum of money had fallen back down to almost its original value at around $10,000.
The lesson learned from his early days of trading, is a lesson that he is reminded of everyday before placing a single trade - and that is the human ability to capitulate a financial portfolio - and it is that lesson that has kept him from ever repeating it again.
Ryan's focus is primarily on swing-trades (with some day-trades) both long and short using technical analysis and secondarily on options and futures. Ryan Mallory has an MBA and a bachelors in Political Science and Economics from the University of Central Florida. He founded SharePlanner in 2006.
First, the good stuff. Here's my portfolio ...
Consumer Discretionary: MCD, NKE, SBUX, TGT
Consumer Staples: COST, GIS, KHC, KO, MO, PEP, PG, PM, RAI, WBA
Energy: CVX, KMI, XOM
Health: ABBV, AMGN, GILD, JNJ, MCK
Industrial: BA, DE, EMR, LMT, MMM
REITs: HCN, NNN, O, OHI, VTR
Technology: AAPL, MSFT, QCOM
Telecom: BCE, T, TU, VZ
Utilities: AVA, D, SCG, SO, WEC
ALSO: small stakes in 23 additional companies held in the Dividend Growth 50 portfolio (http://seekingalpha.com/article/2764265-its-new-its-nifty-its-the-dividend-growth-50): ADP, AFL, BAX, BDX, CAT, CL, CLX, COP, GE, GPC, HCP, HSY, IBM, KMB, MKC, NEE, SHPG, SJM, UTX, V, WFC, WMT.
Now, a little about me:
I am a 50-something former sportswriter who was sent on a permanent vacation during the Great Recession. That sucked, but my story is not a sad one. Unlike many folks who lost their jobs, I am not in financial distress, I am not depressed and I am not bored.
My wife is a pediatric nurse with a bullet-proof job and decent benefits. So after supporting her and our two kids (now grown) for most of three decades, the least she can do is support my semi-retired keister!
Because of Roberta's job situation, because we have zero debt (not even mortgage debt), because we no longer have any dependents and because we have been pretty diligent savers over the years, we are comfortable (though nowhere near rich).
Although we hold some funds, bonds and cash, my investing philosophy leans heavily toward Dividend Growth Investing. By early next decade, we want to live entirely off of our income stream, Social Security and pension payments - and therefore will not have to spend down the principal one iota. To accomplish this, we invest mostly in blue-chip companies with long track records of growing dividends. As of mid-2016, we are well ahead of pace to reach our goal.
When not researching investments and writing for Seeking Alpha and other Web sites, I coach middle-school girls basketball at Metrolina Regional Scholars Academy, the top charter school in the Charlotte metro area; in March 2016, we won the first conference championship in school history! I also umpire youth baseball and referee youth basketball.
My wife and I dote on our 5-year-old pup, Simmie, and keep up on the doings of our now-grown kids, Katie and Ben. And we love to cheer on the basketball team of our alma mater, Marquette University, where we both majored in Journalism. Go Warriors! Also big fans of the Carolina Panthers.
I still occasionally post to the blog I initiated in 2007 -- lots of sports stuff, some politics, some personal junk -- at www.TheBaldestTruth.com.
Specialize in the investment in and trading of "deep-value" high-yield securities, including debt, preferred shares, common shares, put/call options, and ETF's, for my own and family accounts only. Have over seventeen years experience personally directing our personal and family accounts on a mostly full-time basis.
Was previously an international-business executive, general manager and entrepreneur in the medical-technology industry. Also provided consulting, related to general management, new-venture formation and acquisition of venture capital.
Education: Brown University, School of Engineering (Sc. B. '71); University of Virginia, Darden School of Business Administration (MBA '73).
Present Home: Sarasota, FL
Previous Homes: New York City, Mountain View, CA
Hometown: Baltimore, MD
Professionally licensed but commenting as an anonymous individual investor for informational and entertainment purposes only. Experienced in the industry since 1997 with an education in finance and economics. Prior to financial services industry, was a veteran of the armed services experienced in engineering and nuclear power operations.
Reclusive And Eclectic.
Pentagon Advances $1.3Billon to Lockheed for Biggest F-35 Job. $ALSK $T $VZ $DIS $LMT https://www.bloomberg.com/news/articles/2016-11-23/pentagon-advances-1-3-billion-to-lockheed-for-biggest-f-35-job Bloomberg
$ALSK FCC Order Secures Long-Term Funding for Alaska Communications Towards Expanding Broadband Deployment. $ALSK http://www.businesswire.com/news/home/20161101006693/en/FCC-Order-Secures-Long-Term-Funding-Alaska-Communications Under the terms of the order, the FCC will provide approximately $19.7Million per year for 10 years to assist Alaska Communications in deploying broadband to an aggregate of about 31,500 locations in Alaska. BusinessWire
Switch in mood as investors go bullish on NatGas. Biggest long position in more than two years as price hits a 22-month high. https://www.ft.com/content/d5231bf4-969b-11e6-a80e-bcd69f323a8b http://seekingalpha.com/article/4013583-natural-gas-bears-grasping-straws-natural-gas-daily $CHK FT HFI
Oil & Natural Gas: ''What people are missing is that big markets like Mexico, China, Nigeria and Venezuela are in structural decline.” http://www.nytimes.com/2016/10/18/business/energy-environment/will-low-oil-prices-will-stay-put.html?&moduleDetail=section-news-0&action=click&contentCollection=Energy%20%26%20Environment%20®ion=Footer&module=MoreInSection&version=WhatsNext&contentID=WhatsNext&pgtype=article Dwight Anderson $OAS $CHK NYT
U.S. natural gas prices surge amid supply fears: Natural gas stocks (supplies) have increased ..'much more slowly than usual this year.' http://www.reuters.com/article/us-usa-natgas-kemp-idUSKBN12E20L $OAS $DNR Reuters
Moody’s: Reduction of Greek (NPLs) Non Performing Loans “Credit Positive” $GREK $NBGGY http://greece.greekreporter.com/2016/09/12/moodys-reduction-of-npls-credit-positive-for-greek-banks/
Greece: Gov’t OKs bill on out-of-court debt settlement for business (NPLs) non performing loans. http://www.ekathimerini.com/212803/article/ekathimerini/business/govt-oks-bill-on-out-of-court-debt-settlement $GREK Athens
Auckland, New Zealand & Anchorage, Alaska --(BUSINESSWIRE)-- Hawaiki Submarine Cable LP, the New Zealand owner and developer of Hawaiki submarine cable system, has selected Alaska Communications (NASDAQ: $ALSK) as its landing and operating partner in Oregon. $ALSK BusinessWire
ENERGY: Greece, Greek Cyprus, Israel look into East Mediterranean gas pipeline cooperation. $NBGGY $GREK
One ..often overlooked oil market parameter ..spare capacity or the ability of producers to quickly ramp up output to cushion against unexpected supply cuts elsewhere shows that ..a major bullish trend for prices could be building. http://www.reuters.com/article/opec-production-capacity-idUSL8N1BJ2RS $CHK $SN A collapse in the (corrupt) Venezuela government of Maduro will (can) be good for oil prices. XO Reuters
Since 1998, oil production in Venezuela has been reduced by 750,000 barrels per day, with output falling by 250,000 barrels per day in the first half of 2016 alone. http://www.usatoday.com/story/money/markets/2016/08/27/doomsday-inevitable-venezuela/89335716/ $CHK $SN USATODAY
Venezuela, traditionally a prominent oil exporter, will make a sharply less contribution to the global oil market in 2017, as an acute political and economic crisis affects its (crude) oil production, Columbia University said in a report release. http://www.reuters.com/article/us-venezuela-oil-idUSKCN10R1RH $CHK $SN $DNR Reuters
The China - Venezuela storied relations' will soon end (along with low price of oil) when the latter can no longer (exchange) barter cheap oil for low quality Chinese mobile phones, motorcycles, home-building materials and three wheel bicycles. http://www.wsj.com/articles/china-rethinks-its-alliance-with-reeling-venezuela-1473628506 $CHK WSJ
Greece will emerge as an energy hub with success of the TAP [Trans Adriatic Pipeline]. http://europa.eu/rapid/press-release_IP-16-541_en.htm $NBGGY $GREK $SBLK*
La Niña will drive up (national gas) (distillate) energy prices. http://www.bloomberg.com/news/articles/2016-05-25/la-nina-weather-pattern-may-boost-u-k-power-price-and-curb-wind $CHK $SN $DNR Bloomberg
For some in OPEC, the issue is settled. Saudi Energy Minister Khalid al-Falih said Persia's production has (already) reached pre-sanctions levels. http://www.reuters.com/article/us-iran-oil-exclusive-idUSKCN11F0HU $CHK $SN Reuters
Iran hinted that it may soon drop its opposition to an oil production freeze. http://gulfnews.com/business/sectors/energy/iran-oil-output-near-target-means-freeze-is-political-decision-1.1892874 $CHK GulfNews
La Niña's will (can) be good for (higher) commodities prices, and demand for US producer products. A higher value add product can claim (demand) a higher charge (rate) for (shipping) transport. $SBLK* http://www.agweb.com/article/which-crop-price-could-gain-the-most-from-la-nina-naa-alison-rice/ $SFL AGWEB
$SBLK* China August imports rise for first time in nearly two years. Coal imports rose +1.5% in August against a forecast of -4.9% drop. Coal imports recorded their first annual rise since late 2014. $SFL http://www.reuters.com/article/us-china-economy-trade-idUSKCN11E09R http://www.moneycontrol.com/news/rupee/baltic-dry-index-soared_7429501.html Reuters CNBC
China imports will keep U.S. soybean market on its toes. $SBLK* $SFL http://www.reuters.com/article/us-china-soybeans-braun-idUSKCN11F2GT U.S. Department of Agriculture Reuters
Shanghai: China’s ‘stealth’ coal bailout lasting to 2020. China’s coal production restrictions are a 'stealth' bailout for miners and their creditors that may last until the end of the decade as the policies help boost prices. Without government intervention, China’s coal industry wouldn’t be able to service the nearly three Trillion yuan ($444-Billion) in debt. http://www.miningweekly.com/article/goldman-sees-chinas-stealth-coal-bailout-lasting-to-2020-2016-10-22 $$SBLK* MiningWeekly
Australian Thermal Coal Jumps to $100 for First Time Since 2012 (China’s cuts to domestic coal output sparked price surge). http://www.bloomberg.com/news/articles/2016-10-18/australian-thermal-coal-jumps-to-100-for-first-time-since-2012 $SBLK* Bloomberg
Alaska Communications, Akeela First to Connect to Microsoft Azure ExpressRoute Cloud Service from Alaska. $ALSK http://www.businesswire.com/news/home/20160901006391/en/Alaska-Communications-Akeela-Connect-Microsoft-ExpressRoute-Cloud http://seekingalpha.com/author/donald-van-deventer/stocktalk/41263413 http://finleyusa.com/microsoft-facebook-building-highest-capacity-transatlantic-fiber-link/ http://www.asdnews.com/news-67043/MUOS-5_Secure_Communications_Satellite_Launch_June_24.htm $FB $LMT ANCHORAGE, Alaska (BusinessWire)
Greece and its foreign (oppressors) creditors are at odds over who will oversee a new privatization fund, a finance ministry official said, an issue which must be resolved for Athens to qualify for (stalled) fresh bailout aid. http://www.reuters.com/article/us-eurozone-greece-bailout-idUSKCN11M18Y $NBGGY $GREK Reuters
South Asia Monsoon season is coming to a close (end of September), and scrapping will pick up (accelerate) along with ton rates for the scrap metal (waste) many dry bulk carriers will increasingly be sending ships heading for demolition. http://www.hellenicshippingnews.com/dry-bulk-carriers-increasingly-heading-for-demolition/ $GREK $SBLK* $SFL HellenicShippingNews
Contrarian daytrading technician who specializes in locating high probability short term trades while predicting price movement directions with over 85% accuracy. Most of my trading involves either extremely short term micro scalping of stocks or commodities (using 1 minute bar charts), or swing trading of stocks overnight. I also specialize in weekly stock option premium selling, along with pre-market and post-market psuedo market maker and stealth trading activity, and selling commodity option strangles (selling delta neutral pairs of far out-ot-the-money puts and calls), with the intent to achieve a steady 1% weekly return. After 32 years, well battle tested, very opportunitistic while putting capital preservation as tantamount.
Rehabilitation Counselor over 20 years, M.S., M.B.A., now an around-the-clock speculator. Incorporate seasonals, time of day, and other patterns and methods where high probability price movement patterns can be statistically forecast. Know how to safely go long high beta, heavily shorted stocks; know how and when to use extremes in sentiment to take the other side. I like to fade extreme moves as my proprietary methods are based on reversion to the mean theory. Developed my own scale trading and money management techniques. Will change and adapt my trading style based on current market conditions.
I hope to start a chatroom devoted to teaching speculators how to see and capture daytrading opportunities. They say that those who can...do, while those who can't....teach. I want to provide teaching from someone who really can do, someone who knows how to make steady returns while experiencing minimal drawdowns. As a mentor, I would love to share my knowledge and support to help small traders. I came from humble beginnings and have never forgotten it. I want to accelerate the learning curve of my chatroom students so they won't have to make all the mistakes that I have over the years. I am excellent at devising and implementing strategies that can quickly turn a losing trade into a net winner.
I have a private small company with a few different revenue streams. I survive off of one particular stream and invest the other smaller streams into the market.
I consider myself a longterm value investor and am not risk averse. I have three seperate portfolios each holding one third of my capital.
My goal was to create a multiframed method of analysis that might allow the average retail investor to pick investments that have a high probability of doubling or tripling. I am willing to cut against the grain and take contrarian deep value bets based on price value inefficiencies. I would like to compound at 30% average yearly gains in an all of my accounts. I have had 2 years of compounding my money at over 300% in these accounts so I would be ahead of my current benchmarks. As of end of 2013.
However, I do not expect to be able to repeat my results over the long term by trading. In fact I expect to sometimes underperform the market as many of my ideas might take time to come to fruition. I will often use arbitrage opportunities or short term swings for smaller gains. I am working on fine tuning my methodology but I believe it is unique and should produce the minimum average of 30%. I am currently ahead in this race and can withstand a correction as my portfolio grows quickly. I am also willing to get defensive if need be to protect capital or even go 50%cash. I run this as a very concentrated portfolio.
One third of my capital goes in a DRIP that I average in monthly to seven companies. I change these companies yearly based on valuation and position size. I grow positions here over time and never want to hold more than 30 companies in this account.
One third goes into long term companies that I see huge growth potential.
One third is in speculative bio-tech, tech and just about anything else where I can understand the financial statement sheets on and has great possible momentum and catalysts.
I often find myself going against the current trends in the market as I see opportunity in others fear. That said I seem to invest in around 15 stocks at a time and try to focus investments into the company at the best value. I hope to earn a healthy return over the next ten years to twenty years.
I am also interested in working in the industry as a career change and am always open to advice. Anyone out there want a 36 year old intern with advanced degrees in other areas?
My main skills are finding deep value opportunities and lucrative swing trade opportunities. I seem to have found a lot of bottom entries even in today's markets. I am willing to learn, enjoy games/game theory, love to read and solve problems.
I am working on starting a limited partnership for 2015 or 2016 so that I can share my gifts with family and friends.
"What looks like a horrible disaster now could be an awesome opportunity." "Buy Cheap when the big funds and others are giving it away"
All the Best,
Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage.
The purpose of this profile is to allow us to share with our readers new transcript-related developments.
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I am an independent trader. I have been trading my own money for over 20 years.
I am focused on finding growth stocks that are priced like value stocks or stocks that are misunderstood or under followed. Generally, I buy stocks where I feel like my chances of losing money are low, but still offer the possibility of large gains. This almost always leads me to small and microcap cap stocks.
I joined Seeking Alpha to share some of my ideas with others. I hope they are profitable.
Please do your own due diligence and do not blindly buy stocks on Seeking Alpha articles alone (including mine).
Alex Cho is a top contributor on Seeking Alpha in both the long ideas and technology section of the website. Alex Cho's articles have been featured on The Motley Fool, The Street, and Benzinga. Alex Cho has been featured on ValueWalk's throwback Thursday for his analysis on Apple. Furthermore, Alex Cho's financial expertise ranks him in the top 100 on TipRanks, and his recommendations have a 80% success rate according to Tip Ranks.
To reach out to him for business opportunities, to share ideas, guest writing opportunities, consulting opportunities e-mail him at email@example.com
Katy Delay is a freelance commentator, an amateur cartoonist in economics, and the self-published author of a short biography of her father, economist Edward C. Harwood. He was the founder of the third oldest think tank in the U.S., the American Institute for Economic Research, of which she is currently a voting member. Having grown up literally inside the Institute offices, Katy absorbed a great deal about the dismal science; yet she also sympathizes with a public lulled to sleep by the phrase "economic research," combining as it does two of the most boring words in the English language. After getting her degree from Mount Holyoke College, she spent the next 30 years taking her American heritage for granted on five continents. Ultimately, through personal experience, she came to appreciate the significance of her father's lifework and to realize that the degree of freedom and opportunity we are supposed to have in this country is unique. It is also just as fragile as her father had warned. She began to study, and then to write. Since 2004, various websites and newspapers such as Mises.Org, PrudentBear.com, SeekingAlpha.com, and the Los Angeles Business Journal have published her articles. In 2005, she started a blog with the byline: "Proving that economics and a sense of humor are not mutually exclusive." Her first book, the Harwood biography, was published in 2013.
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor in History. My major track focused on Investments and Financial Analysis. While at Lehigh, I was the Head Portfolio Manager of the Investment Management Group, a student group that manages three portfolios, one long/short and two long only. I have had two internships, one a summer internship at a large bank, and another helping to manage the Lehigh University Endowment for nearly a year.
Disclaimer: Bill reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
Stephen Simpson, CFA, is a freelance financial writer and investor.
I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement".
I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell.
I don't share my models, so please don't ask.
More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
Value investor running a long-only partnership/SMAs, as well as a Marketplace subscription for objective buyside research. Pseudonymous to protect my IR access but I’m always up for a conversation with anyone interested in value investing or mental models. I also collaborate with a few well-known hedge fund managers and am open to swapping notes if we're looking at similar names.
My Marketplace subscription service, called “Outsourced Analyst,” provides small-mid-sized funds, family offices, or high-net-worth investors the workflow of an analyst for a hundredth of the price. I write objective coverage of high-quality, underfollowed small-caps that I'm working on / following. Subscribers also have early (sometimes exclusive) access to writeups of some of my best ideas like those I've posted on LQDT, CRAI, FC, LGIH, BOOM, CSWI, and so on. Bonus material is thought pieces - I place a lot of emphasis on learning and getting better - so if/when I make mistakes, I'll write up postmortems with what I learned, and maybe they'll help you as well... Membership will be limited to the first 250 subscribers.
Seeking Alpha T&C requires me to disclose that I'm a registered investment advisor; regulations require me to reiterate that nothing I say is investment advice - it's just my Monday-morning-quarterback opinion for your entertainment and amusement. Always do your own due diligence, consider your own financial position, and consult your preferred financial professional before making any investment decision.
Ashraf Eassa is a technology specialist with The Motley Fool. He writes mostly about technology stocks, but is especially interested in anything related to chips -- the semiconductor kind, that is.