Matthew Horowitz is a CPA based in the Mid-Atlantic area, working with businesses and individuals. Service oriented, with an emphasis on client planning services, quickbooks services, and all things tax. Away from the office, spends time on the tennis court. Has a nice rock music collection including rare vinyl from the Yardbirds, Led Zeppelin and The Who.
Karen Webster is one of the world’s leading experts on emerging payments and a strategic advisor to CEOs and Boards of multinational players in the payments and commerce space. As the CEO of Market Platform Dynamics, she works extensively with the most innovative players in the payments, financial services, mobile, B2B, digital media and technology sectors to identify, ignite and monetize innovation. Ms. Webster also serves as a member of the board for several emerging companies and helps these innovators develop and implement business strategies that drive market adoption for their products and services.
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, sustainability, and personal objectives. While the past may be instructive, Aloisi cautions on over reliance.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi was recently elected to a 4-year term on his local school board, garnering the most votes out of 6 candidates.
MV Financial is a Washington DC-area asset manager offering investment advisory services through MV Capital Management, a Registered Investment Advisor. We specialize in deep research across a wide range of asset classes and investment vehicles, with the goal of transforming knowledge into actionable investment solutions for our individual, family and institutional clientele.
Retired Scientist beginning a new career learing how to invest assets acquired during 45 years of employment. Hoping to invest to be able to pay fo rany unforseen medical espenses for myself and my wife over next 30 years.
Oisin Breen: The interplay of systems has long been a fascination of mine, from the way in which all seemingly discreet entities are in fact involved in a continuing dialogue, to the real world impact of this reality. No event is without ramifications, and it is up to us whether we choose to understand this fact, analyse it, profit from it, or be overwhelmed by it. The latter, of course, is not an option, profit however is.
I began my working career in the field of management in the marketing sector, running sales teams, setting targets, and training, and, while it surprised me at the time, what really pulled me in was analysis. Even with a team of completely different personalities, from the first moment they meet, there is a constant dynamic process of interaction, out of which the whole, the team, emerges, and understanding what this dynamic is, and finding the moments in which it exists, is what led me to continuously advance.
Since then I have worked a series of jobs, I have been a teacher, I undertook an MA in Literature, I have been a writer, and a fundraising manager in the North of Britain. I have also undertaken consultancy work in the same sector with regard to staff training, development, and compliance. Now, while doing an MSc in which my dissertation topic will be the relationship between narrative and system's theory, I remain a teacher, a writer, and have a keen interest in the global economy, its systems, and its narrative. My research interests include systems theory, emergence, philosophical linguistics, narratology, and dynamic growth. Additionally, I have long had a significant interest in the broader macroeconomic developments of the financial world and am especially interested in identifying overall trends, and their underlying causes. Indeed, I've heard it said that every trade tells a story, and as a literary researcher involved in the interaction of dynamic systems, my analysis is focused on broad trends and their relationship to the day's events.
Christopher G.DeMaria is a member of the Global Community. Having lived abroad for more than 18 years, he studied in South America, Europe, Southeast Asia and the United States. Chris is the owner of DeMaria Financial Services and an Investment Advisor Representative with Kovack Investment Advisors, Inc. He began his career in financial planning and portfolio management in March of 1998 after earning a degree from Ohio University where he majored in Economics and minored in Business Administration.
Chris focuses on achieving "positive" results regardless of how the market indices perform. Unlike some managers, Chris manages the risk of each individual portfolio rather than remaining invested at all times. Chris strives to identify low risk entry points and conversely, uses a calculated exit strategy when market risk is high or positions are lagging or down. Chris does not try to beat an index every quarter. Instead, he is focused on the potential for low risk profits. If you manage risk well and avoid large corrections, you will naturally create much better results.
There is no new thing under the sun Ecc 1:9
The headlines in the news change daily and market leaders change regularly but, the one thing that remains consistent over time is how humans react to stock market volatility (aka fear and greed). During highly volatile markets and market inflection points, human emotion is a consistent and measurable phenomenon that generally isn’t accounted for in any research report or stock analysis. This observation precipitated the creation of the proprietary market risk meter for quantifying said human emotion and consequent reactions to short term market activity. Regardless of education, wealth, knowledge, or any other factor that may make a person seem wise, people react the same way when fear or greed sets in. No matter how many times a fire drill is rehearsed, when an emergency presents itself, the exit is often not pleasant.
This methodology is by no means perfect however, it is a best effort attempt to quantify the belief that many things will return to some sort of mean over time and that people consistently exhibit the same undulating responses to fear and greed. Consequently, it is possible to view the ebbs and flows of the markets as ocean tides. When the tide comes in, risk is higher and conversely, when the tide flows out, risk is lower. Although it is not possible to consistently predict exactly when a correction or bounce will occur, it is possible to determine when a change in trend is occurring. Furthermore, a sophisticated investor can often determine when there is more or less inherent risk in the market. It is also possible to examine whether the tide has come in further than normal, presenting greater risk or gone out further than normal, providing a rare lower-risk entry point.
When risk is elevated, active investors should begin trimming losers, laggards, and potentially take partial gains from winners in portfolios. Investors may also consider reviewing the types of positions worth holding when things get ugly. Long-term asset allocation investors can look at re-balancing portfolios by shifting equity gains to other less market correlated asset classes like bonds or cash alternatives. Some investors may also consider hedging strategies like selling calls, purchasing puts, or stop limit orders to try to mitigate risk.
Conversely, when risk is lower, a plan of action should already be in place with a buy list of favored mutual funds, equities, and ETF's having been identified. Secondly, it is essential to identify a high volume, high volatility, downside trading day that is coupled with a strong reversal and 1-2 days' follow through. When all of these conditions are met, this methodology recommends purchasing equities.
Methodology for determining favored sectors
Christopher G. DeMaria has over 18 years of experience managing money for individuals, corporations, and foundations. While adapting from successes and failures throughout some of the most challenging markets since the Great Depression (1998 to 2016), his methodology has been continuously tested over that time in order to improve its reliability and effectiveness.
Part of his investment methodology includes a quantitative approach to identifying changes in trends at early stages and continually monitoring their relative performance against one-another. This process uses simple mathematical ratios (IE: SPY /EFA or SPY/XLB) to determine when one asset class is performing better than another. When properly calibrated, these ratios provide a precise moment when the trend in one asset changes compared to another.
This process is most effective when portfolio holdings are methodically adjusted based on different levels of market risk and relative asset class performance. As stated above, when risk is higher, portfolio holdings should be reallocated out of lagging or losing asset classes and moved into leading, lower risk, or non-market correlated assets. This process inherently frees up cash for future “lower risk entry points” when assets can be allocated
back into equities and other favored assets. Essentially this is a systematic approach designed to attempt to purchase leading asset classes when market risk is lower and sell lagging and losing positions when market risk is higher. In the end, the goal is to buy low and sell high.
There are three key factors to successfully implementing this portfolio management process. The first is having sufficient knowledge and understanding of the financial markets which takes time to acquire. The second is having adequate time and dedication to develop skill. The third is having the proper discipline to continually monitor the process. Many individuals have some or even all of these characteristics but, simply lack the time, interest, or expertise to dedicate themselves to managing their own portfolios properly. With the exception of those whom are confident in their knowledge, skill, and discipline to manage this process, it is strongly advised to seek professional assistance.
This Risk Managed Global Sector Rotation strategy has been well documented on Seeking Alpha during the most recent correction. Furthermore, a full cycle from high risk to low risk and subsequent recovery was well documented on Seeking Alpha in 2014.
The Lows Still Appear To Be In...What's Next?
Wed, Feb. 24th, 2016 (confirming successful retest of lows and providing actionable ideas)
Weekly Leading Sectors Report
Wed, Feb. 10th, 2016 (confirminglows and providing actionable ideas)
In Hoc Signo Vinces... What Market Signs Are You Watching?
Fri, Feb. 5th, 2016 (confirming lows and providing a macroeconomic overview)
The Lows Appear To Be In... What's Next?
Tue, Jan. 26 (confirming lows and providing actionable ideas)
How Can You Identify Market Turning Points?... Reloaded
Thu, Jan. 21 (identifying lows, Dow Theory discussion and providing actionable ideas)
2014 Full Cycle
This Looks Like The Lower-Risk Buying Opportunity We've Been Waiting For
Oct. 24th, 2014 (identifying lows and providing actionable ideas)
Preparing For A Lower-Risk Entry Point In A Secular Bull Market
Oct. 13th, 2014(preparing for the lows and providing actionable ideas)
The Quiet Before The Little Storm
Jul. 8th, 2014 (warning about higher risk and preparing for volatility and short term correction)
How Can You Adjust Your Investment Strategy To Enhance Returns?
May 28th, 2014 (explanation of a possible long term secular bull market and actionable ideas)
I am an Activity Coordinator working in a Retirement Community/Nursing Care Facility for the past 15 years. I work with both Independent seniors as well as those with Dementia/Alzheimer's and cognitive issues.
From observations through my job and seeing the varied degrees of lifestyles in the aging community, I have learned the value of PLANNING WELL for retirement and the consequences if one does not. I am always open to new ideas and diverse opinions, and enjoy learning from the articles and comments on SA. I have no professional background in investing but am an EXPERT saver and penny pincher!
I am not afraid of well thought out risk, and want to learn the skills to make wise decisions in the investing process.
Four private female investors and one Dachshund.
We've consigned our careers as fund managers to the trashcan, as we no longer have confidence that we can grow our clients' money anywhere near approaching the sparkling results that we achieved for them in the past.
Now Heidi and Desiree's interests are in the fields of global water distribution, agriculture, and timberland, while Clarissa and Helga manage strategies of certain hard assets, predominantly the PGM metals group.
All four of us enjoy the heady barrage of marriage proposals and death threats we've been receiving since we started commenting on Seeking Alpha. That's why we continually try to both titilate and irritate readers with our sweet and innocent commentary. We also started posting Instablogs with absolutely essential information that investors just can't live without. Check them out (at your peril...)
Oh. And while our names (Heidi, Helga, Clarissa and Desiree) may not be our real names, Schnitzel the Dachshund's name really is "Schnitzel the Dachshund."
I'm a young private investor. I prefer concentrated bets on small, quality businesses. I'm a strategic generalist, tactical specialist; I scan broadly looking for quirky things to become obsessed with for awhile, to accumulate clusters of competence in neglected niches. I'll place on my watch-list most anything that is predictable enough to value accurately, and wait for the right price. My idea horizons, which used to be ~1 year, seem to be lengthening.
My current top holdings are FN, KTCC, AGM, NVMI, EMAN, SILC, and SLP.
- Founder and developer of a "red flag" system designed to detect accounting gimmicks.
I developed a "red flag" system for the easy detection of financial statement manipulation. The system is a great tool for small investors who have no forensic accounting knowledge or capability. It allows investors to get an indication as to whether or not companies are manipulating their financial statements to make financial results look better. Freelance analysis - Former analyst at Mitsubishi UFG. - Education: Diplom Volkswirt in Economics - Johann Wolfgang Goethe University Frankfurt
I am a 33 yr old San Diego-based, private investor always looking for new investments. I like boring companies no one cares about and I just wait for the price to make sense. All of my most successful investments have been the easiest. I read about 6-8 hours a day, mostly investor relations websites and news. I use no financial modeling other than looking at financial statements and crunching a bunch of numbers in my head. I pride myself on efficiency, so I have taught myself to analyze businesses extremely quickly with just a few simple questions. I find merger arbitrage to be a great way to generate additional returns when I carry excess cash. I am a scratch golfer who gets into plus handicap territory if I play a few times a week. I enjoy beaches, vacations and skiing. Life is pretty good.
I am a former hedge fund portfolio manager that trades for my own personal account. I espouse Graham and Dodd/Buffett style investing, always on the lookout for value equities or bonds. A graduate of Northwestern's Kellogg School of Management, I lived in NYC for a decade before relocating with my family to the Charlotte, NC area in 2007.
Currently I am the Chief Analyst at sharpeequities.com.
For more information on my current endeavor, feel free to find me on LinkedIn.
I am a Civil Engineer, who is married with three kids under the age of 5. In early 2013 I took a more active role in managing my IRA for retirement and decided to publicly share my experiences in building the portfolio. My hope is to provide a positive example for other young do-it-yourself investors as they save for retirement on a limited budget.
My interest in investing mostly began in 2005 when I started up an investment club with a few friends from college and has accelerated as I've been reading and learning along the way. Since then, investing and the stock market has become a passion and favorite hobby and I've enjoyed writing about stocks and sharing ideas I have here on Seeking Alpha.
My investing goals are to build a nest egg for retirement and fund college education accounts for my kids. I invest mainly in dividend paying stocks that have shown a history of consistent growth in earnings and dividend payouts.
Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.
Hi I'm Lior, a PhD candidate in Economics at the University of Barcelona. My field of research is macroeconomics and monetary policy. I have been a blogger for several years mostly focusing on commodities and an active contrarian investor. My blog is tradingnrg.com, and I'm also a co hosting a weekly podcast http://www.marketmoverspodcast.com/
You can also follow me on twitter @Tradingnrg
I'm the lead investment research analyst for income and dividend investing at Investors Alley, an independent investment research service. My primary role is editor of several investment advisories bringing deep dive research and actionable income and dividend investment recommendations to investors. These advisories include The Dividend Hunter, 30 Day Dividends, and Tax-Smart Income Hunter.
Prior to joining Investors Alley, I was a stock broker, a Certified Financial Planner, and an F-16 fighter pilot and flight instructor with the United States Air Force. In addition to my primary duty of flying the F-16 to defend our nation's skies I was an instructor in the F-16 Flying Falcon as well as the OV-10 Bronco. During my time in the service I was stationed at various military locations in including Osan AB, Korea, Patrick AFB, Florida, and Nellis AFB in Las Vegas. I graduated from the United States Air Force Academy with a degree in mathematics.
It was during those years when I was a Certified Financial Planner and helping families and individuals plan their finances and make wise investment decisions that found my second passion in life: investment research. (Flying was and still is my first.)
My area of specialty is evaluating income generating investments to find the combination of sustainable and growing dividends, special dividend opportunities, and share price appreciation driven by management's commitment to dividend growth. I have a particular emphasis on master limited partnerships, business development corporations, and real estate investment trusts.
I've previously written for USA Today, The Motley Fool, eHow, SFGate, Chron.com, Wikinvest.com, Moneynews.com, iStockAnalyst, among others, and have contributed vast firsthand research to a major provider of data on master limited partnerships, another area of extreme interest to me. Along with my duties with Investors Alley I'm a regular contributor to Seeking Alpha.
In addition to the articles posted here on Seeking Alpha you can find my investment analysis on the Investors Alley website and the weekly newsletter, The Market Cap.
I am a sophomore at Fordham University Rose Hill in New York studying Economics and English. I am currently serving as a research analyst covering the healthcare sector for the Smart Woman Securities’ Research Team. Due to my background with Smart Woman Securities, I practice a value investing philosophy.
I run long-only family office assets with a focus on small-cap deep-value securities. In many cases value is hidden below the surface of simple financial metrics and screenable criteria. I'll publish notes on Seeking Alpha when I have something insightful to share that is not getting proper treatment from mainstream research channels. Please note, I'm very busy trying to relax. Writing articles and responding to emails is an after-hours activity. What I lack in publishing regularity, I hope to offset through quality of dialogue. I have met some ridiculously talented and brilliant analysts through Seeking Alpha. This is my true (selfish) motive for re-engaging in such a public forum.
Investing tests a person's intelligence, mental toughness and patience, that's why I love it. You can be the smartest guy in the world, but lack the conviction to move against the market when it matters most. You can be the mentally toughest person and move against everyone, just to realize that everyone was right. You can be both intelligent and tough, but lack the patience to wait for the right moment. Balancing these three characteristics is what makes investing a field like no other.
I am currently conducting independent investment research and recently worked with a Toronto-based family office as an Investment Analyst. Prior to that I was with a consulting firm, raising capital for clients.
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.
Econ professor and investment hobby-ist. Still looking for an investment thesis. I grew up shopping end-of-season discounts with my bargain-hunting mother. Philosophically, I like deep value, but there's always that ugly chartreuse sweater in the closet you bought because it was cheap for cashmere.
I am an individual investor. Moved away from an inept financial advisor charging 1%+ fees.
I came across the idea of Dividend Growth Investing on Seeking Alpha, and the concept spoke to me.
I am interested in and enjoy learning about Dividend Growth Investing.
Follow me on Twitter: @NewConstructs
David is CEO of New Constructs (www.newconstructs.com), an independent research firm that leverages proprietary technology to find key insights from the Financial Footnotes of 10Ks and 10Qs. Having analyzed over 70,000 annual reports and their Financial Footnotes, New Constructs helps protect clients from the red flags/unknowns in SEC filings.
David is a distinguished investment strategist and corporate finance expert. He is a member of FASB's Investors Advisory Committee, and he is author of the Chapter “Modern Tools for Valuation” in The Valuation Handbook (Wiley Finance 2010).
David's insights into the markets and his stock picks have been popular with a wide variety of media outlets.
Dividend Growth and Value investing.
Portfolio: AB, ABT, ADP, AFL, APD, BAC, BAX, BBT, BDX, CMI, CSCO, CVX, DOV, EMR, EXC, FE, GD, GE, GERN, GILD, GIS, HRL, IBM, INTC, ITW, JNJ, K, KO, MCD, MDT, MMM, MSFT, NSC, OXY, PEP, PG, RDS-B, SHPG, SJM, T, TGT, TROW, UL, UNP, UTX, V, XOM.
MLPs: APU, EPD, MMP, PAA, SEP, SHLX, TCP, WPZ.
REITs: HCP, O, SNH, VTR.
I focus on investments in the oil & gas & MLP sectors with an eye for dividend income growth and long-term capital appreciation. I typically allocate a portion of my own portfolio and devote some of my Seeking Alpha articles to small and medium sized companies offering compelling risk/reward propositions. I am an engineer, not a qualified investment advisor. While the information and data presented in my articles are obtained from company documents and/or sources believed to be reliable, they have not been independently verified. Therefore, I cannot guarantee its accuracy. I advise investors conduct their own research and/or consult a qualified investment advisor. I explicitly disclaim any liability that may arise from investment decisions you make based on my articles. Thanks for reading and I wish you much success with your investments.
The Parsimony community is made up of thousands of do-it-yourself dividend and income investors working toward one common goal...generating consistent income!
Our strategy is simple:1. Buy great dividend stocks at reasonable prices.2. Enhance income with conservative option strategies.3. Manage risk through diversification and exit strategies.
Our research (which includes dividend stock rankings, single stock Buy Zone reports, stock screens, and model portfolios) will give you all the tools you need to build and monitor your own DIY Dividend Portfolio and super charge that portfolio with conservative option strategies (cover calls and cash-secured puts).
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I've been an active investor since purchasing my first shares at age 14. I am passionate about stocks, options, and the markets. In 2010, I authored a kindle book titled REGULATING HIGH-FREQUENCY TRADING: AN EXAMINATION OF U.S. EQUITY MARKET STRUCTURE IN LIGHT OF THE MAY 6, 2010 FLASH CRASH. My educational background is in finance, economics, and law. I am an attorney and enjoy spending time with my wife and kids.
Single male 60,retired for now,.
I have been an independent investor and trader in the Forex, Stock Market, and Commodity markets for 10 years. I also serve as the managing director of a charitable fund.
Follow me on Twitter @spollack10