Forward View Consulting, located in Virginia, is not your typical investment research provider. We're never interested in hot stocks or Wall Street's darlings of the moment. Every research note and report we publish will be based on a long-term perspective and fundamental research methodologies. That's the Forward View difference. Forward View's proprietary equity valuation model underpins our stock price targets and utilizes years of historical financial statement data to produce detailed forecasts. We have formal ratings, estimates and targets on: Acushnet (GOLF), American Outdoor Brands (AOBC), Big 5 Sporting Goods (BGFV), Brunswick (BC), Cabela's (CAB), Columbia Sportswear (COLM), Camping World (CWH), Dick's Sporting Goods (DKS), Callaway Golf (ELY), Hibbett Sports (HIBB), Johnson Outdoors (JOUT), MarineMax (HZO), Newell Brands (NWL), Sportsman's Warehouse (SPWH), Sturm Ruger (RGR), Vista Outdoor (VSTO) and West Marine (WMAR).
I am a 'deep value' investor/analyst mainly focused on the US small-cap universe. I started out with a long-only bias (stocks trading close to NCAV etc.), but I have now started to focus on the short side as well. I am especially interested in instances of aggressive accounting and earnings manipulation. I am always looking to connect with fellow investors/analysts so do not hesitate to contact me! I am also passively looking for a job on the buy-side.
Hello! I am a financial info producer. The more money I help you generate by sharing my opinion here, the more folks will be available and aware of my talents and application to invest in a fund I create in the future.
You are an intelligent investor, market observer, and participant. The writings which make up my published portfolio of articles and comments are intended to aid you in your ability to earn money through good decision making and right action. I have participated and ran small businesses since I was a teenager. Therefore, My goal is to bring the insights gained on the ground floor and through constant study in all aspects of business big and small to you in my writing. My personal investment strategy is to take research and gut instinct-based positions with limited downside and large multiples available on the upside. I regularly churn through companies as I hunt for opportunities to make 150%-2000%+ returns on a given investment.
I managed large box retail stores for 30 years. I then retired from retail, studied for several years and opened a financial services firm. I was a registered representative for ten years and recently sold my financial services business. Core holdings: EPD, MMP, APTS, BIP, BEP, BX, CINR, CNNX, COR, EVA, NRCIB, DLR, DPM, CELG, AMGN, HTGC, JNJ, LMT, MAIN, MHLD, NEWT, NRZ, OHI, OKS, OTCM, PFLT, PSXP, RTN, UNP, OAK, RTN, SIR, SXL, SRLP, TEP, UTX, WPC, MPW, numerous preferred stocks and BIF. As a former Registered Rep, I now own zero mutual funds after seeing how they were destroyed in 2008.
Eric Nickolaison is a financial auditor who holds a BA in accounting and MBA. He provides investment analysis through Offshoot Investment Research on SA which focuses on equity spin-offs and event-driven deep value situations. Warren Buffet once said, "You have to turn over a lot of rocks to find those little anomalies", which can be prevalent in Offshoot Investment's areas of research.
Dr. Kris has two degrees from MIT because one just wasn't enough. Her life goal was to figure out the universe and having done that (at least to her satisfaction), she decided to tackle something even more difficult—the stock market.
Applying the scientific method along with an insatiably curious mind, she began trading stocks, futures, and options in order to find the holy grail to market success. She's discovered to her immense satisfaction that not only is there one way to succeed but many. Combining her love of cooking with the stock market, she's devised recipes for investment success designed to please the palate of most investors. Dr. Kris currently manages a private equity long/short portfolio and writes of her current research projects that appear on her website, StockMarketCookBook.com.
Her most exciting project is applying market timing models to Modern Portfolio Theory to not only give greater returns but at substantially lower levels of risk. (See PortfolioPreserver.com for further information.)