David John Marotta CFP, AIF, is President of Marotta Wealth Management, Inc. providing fee-only financial planning and wealth management at www.emarotta.com and blogging at www.marottaonmoney.com.
Portfolio Manager, attorney, finance author, a regular guest on North American media. Danielle Park is the author of the best selling myth-busting book “Juggling Dynamite: An insider’s wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog:www.jugglingdynamite.com
Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. Becoming a Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America’s wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. www.venablepark.com. In recent years Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of investment behaviors as well as writing and producing her own health and wealth podcast series: “Not so common sense” and “Life Paths”.
A member of the internationally recognized CFA Institute, Toronto Society of Financial Analysts, and the Law Society of Upper Canada. Danielle is also an avid health and fitness buff.
Harvard College, BA, Economics; Stanford Graduate School of Business, MBA
Managing Director, Boslego Risk Services
I founded Boslego Risk Services and became a recognized expert in the area of energy price risk management (hedging), providing oil and natural gas hedging strategies to major oil companies such as Exxon, Shell, Mobil, Chevron, Texaco and Phillips; to the national oil companies of Norway, Venezuela, Mexico, Canada, France and Italy; to major users of energy products, such as Delta Airlines, United Airlines, Burlington-Northern Railroad, and Canadian Pacific Railway; to major trading firms, such as Enron, Phibro, Sempra and Vitol; and to large hedge funds (confidential).
As the recognized expert in energy hedging, I was selected by the former president, John Treat, of the New York Mercantile Exchange (NYMEX) to write the chapter on hedging in his book, Energy Futures.
I expanded my risk analysis and hedging services beyond the energy markets to financial markets. Given the failure of traditional portfolio diversification to limit losses to levels tolerable to most investors in 2008/09, I created investment strategies utilizing risk management techniques for hedge funds and financial firms.
William J. Trainor Jr., Ph.D., CFA is a Professor of Finance in the Department of Economics and Finance at East Tennessee State University.
Dr. Trainor received his Ph.D. in Finance from Virginia Tech in 1994 and has been with ETSU since 2006. He has been a Chartered Financial Analyst Charterholder since 2002. Trainor has published extensively in journals such as Financial Review, Journal of Index Investing, Journal of Personal Finance, Journal of Financial Planning, Journal of Investing, Atlantic Economic Journal, and Financial Services Review among others. In 2007, he received both ETSU’s School of Business and Technology’s Faculty Excellence Award for Outstanding New Faculty and the Faculty Excellence Award for Scholarship which he received again in 2011. In 2007 he was an Academy of Finance Teaching Excellence Award Finalist. More recently, Trainor was awarded a 2014 Fulbright Research Grant in New Zealand where he is researching the Kiwi Savings Program along with sustainability issues.
Currently, Dr. Trainor teaches Investments, Applied Equity Valuation in which students help manage part of TVA’s investment portfolio, and Applied Corporate Finance in the MBA and AMBA programs.
Bill is an avid runner, mountain biker, and climber. When not in the classroom or working on research, he is likely somewhere out in the woods or on a rock.
With extensive experience in financial modeling, valuations, transaction structuring, business advisory and stock research Plain Vanilla Research (PVR) aims at enlightening the investors with changing trends and emerging investment themes. We at PVR continue to explore the field of finance both theoretically and practically.
With a focus on technology trends, I have been analyzing global markets since the late 1990s. In 2003 I received a master degree from economics and informatics faculties of Karlsruhe Institute of Technology. Later I worked in several positions as a competition research expert in Germany, thus gaining deep knowledge about hundreds of companies in Europe and worldwide as well as a well-founded understanding of many industries and upcoming technologies. Today, I am based in Bolivia where I build up a research service for VC/PE investors and strategic consultants.
Blue Harbinger is an independent investment research and consulting company. To view all of our research reports and investment strategies, please visit BlueHarbinger.com. Our focus in on value investing, income securities, capital appreciation, blue chips, and smart beta strategies.
We are headquartered in Naperville, Illinois, and our mission is to help you identify exceptional opportunities while avoiding the high costs and conflicts of interest that are prevalent throughout the industry.
Blue Harbinger was founded by Mark D. Hines after a 15-year career in the financial services industry. Hines previously managed an $11 billion equity investment program at Wespath Investment Management, and also was a portfolio manager on the active equities team at Northern Trust Global Investments. Mr. Hines holds a BS in Finance from the University of Illinois at Urbana-Champaign, and an MBA from the University of Chicago.
On the personal side, Mark lives in Naperville, Illinois, USA. If you're ever in the area, he is happy to meet you at a local coffeehouse to talk about investments and/or trading. Please feel free to get in touch.
My goal at Seeking Alpha is to share my research insights with the community. I don't try to predict the future. Instead, I try to find solid businesses.
I take calculated risks based on likely economic scenarios. My preferred method for investing is to perform a full evaluation of a business, then invest when a decent margin of safety is available. Although some companies are so good that they are never cheap, so a premium is worth it. I come across many companies each day. I wish to evaluate all of them, but time is limited and I also want to have fun. Therefore, I don't get to invest in all the companies I come across.
All the articles presented in Seeking Alpha are my own opinion. They're not investment recommendations. Consider my articles for informational and entertainment purposes.
Chris Faulkner, Founder, President and Chief Executive Officer Breitling Energy Corporation (BECC), is the driving force behind the company’s growth, technology innovations and strategic approach to oil and gas exploration and production.
Informally dubbed “Frack Master” in the media for his unapologetic and outspoken industry advocacy, Mr. Faulkner has received numerous industry recognitions and accolades including being named Industry Leader of the Year in 2013 by the Oil & Gas Awards for the Southwest Region, Dallas 40 Under 40 by the Dallas Business Journal 2014, Best Exploration and Production Company for North America in 2014 by World Finance, Oil Executive of the Year in 2013 by the American Energy Research Group, and recognized in the “Dallas Who’s Who in Energy” the last three consecutive years. Breitling Energy received the 2013 Aggreko Award for Excellence in Environmental Stewardship from the Oil & Gas Awards for the Gulf Coast Region, was named 2013 E&P Company of the Year by the Oil & Gas Awards for the Southwest Region, “Best North American Operator” by World Finance Magazine in 2011, 2012 and 2013, and to the “Dallas 100 List” in 2013, ranking fourth among the top 100 companies in the Dallas-Fort Worth area, and the prestigious Excellence in Social Responsibility 2014 by Oil and Gas Awards.
Mr. Faulkner brings a unique perspective to energy policy conversations in Washington, DC. While he understands the granular details of energy production–from the technical to the financial aspects—he has a global view of energy policy. He’s a trusted source of information for lawmakers on Capitol Hill, journalists and Washington policy analysts from respected think tanks. Mr. Faulkner kicked off the Natural Gas Roundtable luncheon series of 2014 in Washington and the CSIS/USAEE annual energy policy conference in Washington.
A knowledgeable and dynamic speaker whose oil and gas industry expertise is well regarded and sought after, Mr. Faulkner has been featured in hundreds of broadcast and print news outlets, including CNBC, FOX Business News, NBC News, and the Voice of America, as well as Forbes, US News & World Report, Bloomberg Businessweek, Inside Market Data, Oil and Gas Monitor, Petroleum Review, and Financial Times. He is a crowd favorite on the speaking circuit, giving dozens of keynote and other presentations at industry conferences in the U.S. and around the globe, including The Unconventional Gas and The Environment Conference in London, Shale Gas World Asia in Singapore, World Congress of Petroleum Microbiology in China, Oil Council Energy Capital Assembly in New York, and EMEA Unconventional Gas Exploration and Production in Turkey.
Mr. Faulkner is responsible for the company’s long-range economic and energy outlooks in support of investor relations, short and long-term business strategy, mergers and acquisitions, and the development and application of new and existing technology for optimizing recovery efficiency within Breitling Energy’s conventional and unconventional resources.
Mr. Faulkner serves as an advisor to the ECF Asia Shale Committee and sits on the Board of Directors for the North Texas Commission. He is also a member of the Texas Alliance of Energy Producers, the Dallas Petroleum Club, Independent Petroleum Association of America, Texas Alliance of Energy Producers and Texas Independent Producers and Royalty Owners Association. He is actively involved in local and national philanthropic and non-profit organizations, including Dallas Performing Arts, Texas CAN-DO, American Heart Association and Big Brothers Big Sisters.
Mr. Faulkner studied biomedical engineering at Southern Methodist University, business and mathematics at Baylor University and at the University of North Texas.
Retired auto parts manufacturing executive. MS in Mechanical Engineering, Washington State University, four years on faculty. Vice President, Automotive Components Group, Dyneer Corporation. President, Leroy Manufacturing. President, CEO, Carpenter Enterprises. Hitachi Metals America Director and President of Casting Products Group. Director, Keystone Automotive Products.
Income oriented investor with emphasis on MLPs, REITs, and "junk" bonds.
James Cordier is the founder of OptionSellers.com, an investment firm specializing exclusively in selling options. He is also author of McGraw-Hills The Complete Guide to Option Selling - recently published in it's 3rd Edition. James' market comments are published by several international financial publications and worldwide news services including CNBC, The Wall Street Journal, Fox Business, Reuters World News, Bloomberg Television and MarketWatch.
Formerly: John Galt.
The majority of my capital is invested in Dividend Growth stocks. I also enjoy searching for the next big thing.
To grade my investment decisions: I've usually been able to "buy low", but I've often sold out too early. I'm firmly against losing money. I have no problem with building up my portfolio slow and steady. After the 2008 Financial crisis I've been much more macro focused instead of being more of a stock picker.
I love a good stock debate, looking at the best bull case, best bear case and picking my side. I believe in doing your own due diligence! I enjoy reading finance/stock market books among other things.
Love traveling, and always have my eye out for the next investment idea when at home or abroad.
A few years ago, I was looking through my 401k statement and noticed a rather glaring reality – the mutual funds that I had the option to invest in were all underperforming their peers, while dwarfing their expense ratios.
I had the sneaking suspicion that I could do better myself. And I have largely been right. However, with three kids now five and under, I simply don’t have the time to study technicals and look for golden crosses or reverse head-and-shoulders. What I really needed was a portfolio which could handle a largely hands-off approach. And so I have started the journey to make my portfolio focused on an ever-increasing income stream (usually called Dividend Growth Investing), rather than an overwhelming focus on percentages ("Income pays the bills; percentages don't"). And since I am 37, I have the time horizon needed to make this compounding approach really work for me.
The moves I make and the portfolio I share is real. Here’s what I hold as of 6/3/16:
CVX – cost basis $105.27; F - cost basis $12.87; HSY - cost basis $92.76; JNJ – cost basis - $99.27; LTC - cost basis $46.45; MSFT – cost basis - $35.50; O – cost basis - $45.50; OXY – cost basis - $80.38; PH – cost basis $115; SO - cost basis $49.00; STAG - cost basis $16.86; WFC - cost basis $45.45.
I don’t have the time or see the point in having a “model” portfolio, because nothing about a model portfolio ultimately matters. As a result, every word of my writing here is based on what I really do with my real money in my real portfolio(s).
If you follow me, you will get my efforts to find high-quality companies (whether hidden or in plain sight) to own, updates and rationale for all the moves I make, as well as rearview analysis on my life as an investor – what I have learned and the mistakes I have made – so that you can avoid making them as well. All of this without having to whip out your credit card.
Join me, won’t you? I wish you good luck and great investing!
Sophocles, a Fulbright scholar and Chartered Financial Analyst, has over 15 years experience in the global financial markets. He manages institutional money and his own based on his personal investment strategy (known as FatAlpha). He spent over 11 years at an award-winning London-based emerging markets hedge fund while was previously employed in the brokerage and investment banking industry. A strong believer in value investing, Sophocles is passionate about the markets and his pursuit of investment alpha. His strategy consists of combining quantitative models with his own qualitative analysis. Sophocles graduated from the University of Illinois at Urbana-Champaign with a double major in Economics and Finance.
Recent graduate with a BS in Finance. Avid day trader/investor specializing in services/consumer discretionary. Started writing equity analysis for my own college investment fund and plan to continue to do it possibly for a career. I am always looking to improve my write ups so constructive criticism is always welcomed and encouraged.
I specifically look for stocks with growth potential and dividend stocks.
Top-Down / Special Situations
My Analysis is More Appropriate for Investors with Average or Above Average Risk Tolerance.
Appreciate Opposite Views and Opinions. Eager to Find Out Insights, New Information among the Comments.
Behavioral Finance. Received my CFA Charter in 2014.
I am a professional investment manager with my main focus on strategic investment management across multiple asset-classes, quantitative data analyses and the creation of trading algorithms. Previously, I have been a finance professional in London where I worked closely at and with the leading names in asset management. I've always enjoyed reading and interacting on Seeking Alpha, and have decided in 2015 to become a contributor to share some of my ideas and thoughts. I look forward to interesting discussions and exchanges about the markets!
I'm a tech columnist for TheStreet. I was previously responsible for Seeking Alpha's tech news coverage, as well as its Eye on Tech newsletter. Prior to that, I wrote for other financial sites and published independent investment research, primarily on tech companies.
I have a B.A. in Economics from Columbia University. I'm based out of San Diego, but grew up in Southern New Jersey. I play basketball and tennis in my spare time, am a long-time (and long-suffering) fan of Philadelphia's sports teams, and alternate daily between using an iPad Air, a Galaxy Note 3, and one or two Windows PCs.
Daniel Tsang, an independent aviation analyst, has established Aspire Aviation, which is formerly known as Airways Aviation News in July 2008.
Daniel Tsang has earned his name and reputation since then for his insightful coverages and his provocative stances in some times.
Daniel Tsang’s research on Chinese carriers was also published in the March 2011 issue of “Orient Aviation“, which was distributed as bonus copies at the Asian Aerospace 2011 in Hong Kong.
Daniel is extensively quoted by news publications and various kinds of media, including:
Agence France Presse (June 2011, August 2014, December 2014, January 2015, February 2015)
Flightglobal (October 2011)
King5 News (October 2011)
The News Tribune (October 2011, December 2014)
Flight International (October 2011)
USA Today (November 2011)
Puget Sound Business Journal (March 2012)
HeraldNet (October 2012, January 2015)
The Seattle Times (November 2012, December 2012)
Bloomberg Businessweek (October 2013)
The Wall Street Journal (December 2013, July 2014)
South China Morning Post (December 2013)
The Business Traveller (April 2014)
The Gulf News (April 2014)
Forbes (June 2014)
The National (July 2014, September 2014)
CNN Money (July 2014)
TIME (July 2014)
Air International (November 2014)
Business Standard (December 2014)
Deutsche Welle (February 2015)
Australian Financial Review (March 2015)
Sydney Morning Herald (March 2015)
Deloitte “2012 Global aerospace and defense industry outlook: A tale of two industries” (March 2012)
RTHK Radio 3 “Money for Nothing” (March 2013)
Panel moderator, The 3rd China International Air Routes Summit 2013, Shenzhen, China (September 2013)
ABC News “The World” (April 2014, July 2014)
Speaker, Airline Retail Conference Asia/Pacific 2015, Hong Kong (February 2015)
Follow Daniel Tsang at @aspireaviation on Twitter.
Dhierin is the developer of the AeroFuel and Cost Model, which is used in some articles as well and is freely available to premium members on AeroAnalysis. With his Aerospace Engineering background he has a more indepth knowledge about Aerospace products, so most of his articles will be about companies in the aerospace industry or airline industry, comparing products and looking at market outlooks.
Dhierin has accumulated over 650,000 views never failing to spark healthy and thoughtful discussions for investors and aerospace professionals.
AeroAnalysis offers wide variety of services, ranging from providing data and cost models to consultancy possibilities. Check out our website for more information.
Henry is a student at the Haskayne School of Business located in Calgary, Canada. Henry's investment philosophy closely aligns with value investing. He looks for stocks that present reasonable margins of safety.
I am an energy economist with around five years of professional experience. Besides my work as an oil and gas market consultant, I enjoy investing in currencies and tech stocks. My alma mater is Norwegian School of Economics, NHH.