I write about emerging and frontier markets in Asia. I now primarily contribute work to Forbes Asia. My most recent work and my complete bio can be found on Forbes Asia's site:
If it is easier, you can find my recent work sorted by country on this Seeking Alpha blog:
You can follow me on Twitter here: https://twitter.com/FrontierWriter
You can find me on Linked In here (I accept 98% of connection requests): http://www.linkedin.com/pub/jon-springer/42/b15/844
I would like to thank Seeking Alpha's editorial staff for giving me a start in this profession. In particular I would like to thank George Moriarty and Eli Hoffman.
I will contribute still to Seeking Alpha from time to time as the opportunity presents itself.
The picture is a young man pole-vaulting a bull in Pamplona, Spain, as part of the festivities around the annual running of the bulls. "Play with the bull, avoid the horns."
Ronnie Moas is the Founder & Director of Research at Standpoint Research and Founder of www.philanthropyandphilosophy.com. Ronnie has given more than 50 television, radio, magazine and newspaper interviews in the last year and was recently ranked # 1 versus 3,795 analysts at TipRanks. Standpoint Research currently advises and sells its research to pension funds, hedge funds, day-traders and asset management firms. Mr. Moas spent 1998-2003 developing and back-testing a 155-variable equity valuation and diagnostic model. The model has been run more than 1000 times since development was completed in June 2003. The model has since then built an exceptional track record of more than 800 recommendations. In 2002, he wrote a 284-page research report back-testing more than one-dozen different trading strategies on 20 years of data. In 2003, Mr. Moas was one of the first analysts on Wall Street to forecast bull markets in commodities, Brazil, Russia, India and China. He also exited (mid-2007) and re-entered (late-2008) in a timely manner. Ronnie has issued more than 800 stock recommendations since July 2003. Standpoint Research is ranked # 1 beating the S&P-500 by at least 500 bps with 67% of their (494) recommendations (2008-2015). Bloomberg and Dow Jones have both time-stamped all recommendations made by Standpoint Research since 2008. Ideas are generated by a 155-variable computer model Ronnie developed (1998-2003). Recommendations are made only after heavy fundamental and subjective overlays are applied. Standpoint Research covers all ten sectors. Standpoint Research is now widely recognized as one of the top equity research firms in the US and internationally. Ronnie has made multiple appearances on Bloomberg, Fox and CNBC and is quoted frequently in The Wall St. Journal, Fortune magazine, The New York Times, BusinessWeek, and Barron’s (among many others). Mr. Moas received a Bachelor’s degree in Economics and Business with Honors from the State University of New York at Stony Brook, and a Masters degree in Finance and Investments from Baruch College, City University of New York. Mr. Moas was born in New York and lived in Israel from 1983-1994. He returned to New York after completing a three-year Israeli military service in artillery and intelligence with rank of Sergeant. Before returning to the United States in 1994, Ronnie worked at Shuki Weiss International Concert Productions where a few of his production credits included the Haifa Seaport Blues Festival, Bob Dylan, Radiohead, Buddy Guy and Suede. Ronnie has traveled to more than 50 countries on six continents since 2007, he designed the Standpoint Research web site, is the owner of an articulate African Grey Parrot and a very large music collection of 1,500 cds.
I spent many years working in various analytic jobs and trading on Wall Street. For nine of those years, I traded junk bonds for a large bank. I have an MBA from the University of Chicago, with a concentration in accounting and finance. Currently I co-manage a precious metals and mining stock investment fund in Denver. My goal is to help people understand and analyze what is really going on in our financial system and economy.
Mr. Delfeld has held positions as ETF Specialist with Union Bank of Switzerland, U.S. Representative to the Asian Development Bank, a Forbes Asia Columnist, stockbroker in Tokyo, Hong Kong & Sydney, and U.S. Treasury consultant.
He is a graduate of Fletcher School of Law & Diplomacy and a Fellow at Keio and Sophia University, Tokyo.
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QTR's ARTICLES ARE BOUND BY SA'S CONTRIBUTOR POLICY IN ADDITION TO THIS ENTIRE LENGTHY, YET EXTREMELY PERTINENT ADD ON DISCLOSURE, WHICH SERVES AS BOTH A STANDALONE DISCLOSURE AND AN AMENDMENT TO ANY AND ALL DISCLOSURES ALREADY PRESIDING OVER SEEKING ALPHA:
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I am not a stockbroker or financial adviser. I am a casual investor making casual observations for the purpose of discussion and open communication and analysis of companies and stocks. All articles are my opinion only and are not suggestions to buy or sell any equity, bond, option or other financial instrument. QTR may have long or short positions in any tickers mentioned at any time and reserves the right to open, close, or modify positions at all time without notice. My conclusions are the result of my personal due diligence and have been wrong in the past. There are tons of unqualified people out there offering up financial advice and its your responsibility to sort through the BS. You don't hit the button to fill my orders and I don't hit yours, so no whining or praising over stocks covered by me.
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Our small-cap hedge fund strategy beat the market by 44 percentage points since its inception 18 months ago. Visit our website to learn how you can do the same. Insider Monkey is a finance website that provides free hedge fund and insider trading data. We believe ordinary investors can beat the market by imitating insiders and best hedge fund managers. They have access to better information and experts than ordinary investors do. Take advantage of the SEC filings where hedge funds and insiders disclose their stock transactions.
Here is our team:
Ms. Krishnamsetty is the Editor of Insider Monkey. Prior to creating Insider Monkey with Dr. Dogan, Ms. Krishnamsetty was Associate Producer at Bloomberg Television. Prior to that, Ms. Krishnamsetty was on the afternoon news team at CNBC. Additionally, Ms. Krishnamsetty reported for NPR and worked as a risk management consultant at Marsh & McLennan. Ms. Krishnamsetty has a M.S. in Journalism from Columbia University’s Graduate School of Journalism.
Insider Monkey’s hybrid evaluation system ...More was created in 2003 by Dr. Ian Dogan. Dr. Dogan has a Ph.D. in financial economics with a specialization in insider trading. Dr. Dogan has provided consulting services to institutional investors and hedge funds, and managed a $200+ million fund using a strategy he developed utilizing insider transactions. Dr. Dogan recently authored the insider trading chapter of soon to be published “The Handbook of Investment Anomalies” by Zacks Investment Research. Insider Monkey will serve the outcome of the methodologies developed by Dr. Dogan to ordinary investors who don’t have access to academic quality research and tools to shape their investments.
For your inquiries please contact us at email@example.com
I just recently caught the investing bug and started taking an active interest in my (presently meager) portfolio in October, 2011. Turns out I'm not too bad at making my own picks, and I really enjoy doing my own research. So far my picks have significantly outperformed those of my high-priced broker (by about 10X). I've only got about 17 years left before I'll have to retire, and I've gotta get a move on if I want to enjoy my Golden Years and not end up having to work as a WalMart greeter on the graveyard shift. Seeking Alpha and The Motley Fool have helped me learn a great deal in a short period of time, but I've got a long way to go. I'm currently focused on building a portfolio of solid, stable dividend growth ... More stocks, with some pure growth (speculative) positions thrown in. At present I have 30 positions that yield an average of 5.3% in dividends. I'm hoping to learn more about options and save enough on the side so I can start playing with trading options; I'm looking forward to actively managing my portfolio in my retirement, and want to get really good at it before then.
John Kozey is Director of Research at KnowVera, LLC, where he oversees research and trading of algorithmic trading strategies. Prior to that, as a Senior Analyst at Thomson Reuters, he produced reports blending fundamental and technical analysis for actionable ideas. John was also Equity Research Director for Bridge Trading Company, as well as a former institutional equity derivatives salesman, sales-trader and desk strategist/analyst. He holds the Chartered Financial Analyst (CFA) , Chartered Market Technician (CMT) and Accredited Wealth Management Advisor (AWMA) designations. He received his MBA in Finance from Cornell’s Johnson School of Management.
Mr. Berger is the creator and developer of the YDP screening tool, a chart system and its analysis for screening and monitoring dividend income equity investments. The recipient of Seeking Alpha's Outstanding Performance Award, he also has been Seeking Alpha's #3 ranked Author for Income Investing Strategy & #4 for Utilities.
20 years of sitting in the board room gives me unique insights into Oil & Gas investments and corporate deal making in general. Additionally, he offers a Premium Research subscription service for boosting income while reducing market risk using covered option writing on a dividend income equity portfolio.
Residing in Brazil gives me a local's inside view on the pulse of its economy, politics, investment climate and breaking news. A view of my front yard is available here.
A former Chief Operating Officer, Director, Vice President and General Manger of Oil and Gas for Southern Pacific's Oil and Gas Operations, Business owner, geologist, and cribbage player, I've been an investor for over 48 years (started young at 13) and learned my lessons the way that makes them stick, by hard knocks and both big and little mistakes. Hopefully I can share some of those lessons with others.
I am an American expatriate that decided to retire at age 57 in 2009 and now live in Brazil. As an early retiree I invest for income and manage portfolio risk by screening for strong and reliable historic data along with favorable fundamental and technical current trends.
I spend 6 months/year living at home in Brazil and 6 months/year traveling the world. I have structured my financial positions so that I live virtually tax free with much of my income exempt from US tax since I live ex patriot and a lot of my US derived income over the annual ex-patriate exemptions is held in my tax free ROTH and tax deferred IRA/SIMPLE plans. This enables my tax savings to pay for my 6 months of annual traveling :) .
My investing is for income and appreciation with a balance of low to moderate short term risk and low long term risk. To accomplish this I use quality dividend payors with a long track record of steady or increasing dividends along with slowly appreciating equity prices. I target a 6 to 9 % yield and almost exclusively require a minimum history of 5 years of steady/increasing dividends and no decreases in dividend ever or at least past 10 years. I diversify through sector, country and currency unit the stocks are traded in, and security type (equity, royalty trust, REIT, mlp, etf, and ADRs).
I use covered call writing to enhance my portfolio yield with no added risk. In fact, it lowers the risk substantially. Once I identify a stock I want to own and an entry price for it, I write cash covered puts at or below that entry price (with a minimum of 1%/month time premium. Thus i obtain at least a 12% annualized yield before compounding just from the option premium.
Likewise, I use the sale of cash covered puts to generate income and and generally get an entry point at 5 to 10% below my acceptable entry level price if/when the put stock does get presented. Thus my strategy provides a 12% pre compound yield on cash and entry into stock purchases at a 5 to 10% discount from "retail".
Because I only select stocks that I am willing to hold long term for their reliable dividend yields of > 6%, I am not concerned much with market volatility or short/midterm risk. Indeed, market volatility is my friend since it increases the premiums paid on the options I sell. I also selectively sell covered calls on positions I hold long so as to add to my yield that way while not taking on any additional risk.
This strategy has kept me happily living off my portfolio income and traveling 1/2 the year while my portfolio has been slowly increasing in value even after my harvesting income for living expenses. Of course my income will incrementally increase when social security kicks in for me in a few more years and I may then slightly mofidy my goals and strategies.
Readers can get an e-mail once a day from Seeking Alpha that lists all newly published articles of ALL the authors they follow in a single e-mail. To get these updates:
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Author of Quantitative Investing. Designer of the Global Household Index and the systemic risk score MTS10 (click here to learn more). PhD in computer science, Software Engineer, Civil Engineer, 20+ years working in various sectors and countries. Investor focused on market-neutral and low risk portfolios, looking for profitable combinations of value and quality factors. Also interested in short volatility trading and excess returns in closed-end-funds.
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 was trained in finance, but work in strategy. I invest very infrequently, and balance my portfolio once a year. I buy and hold hold indices and volatility ETFs. I trade a little bit on the side, but that's pure gambling, for fun.
I am a 15 year veteran of the buy-side, with over a decade of experience in Investment Management, at one time overseeing several billion dollars in hedge fund assets for institutional clients. Currently, I advise wealthy families on their investment portfolios as well as trade my own money.
Articles on Seeking Alpha are meant to be a snapshot of my views, but do not necessarily always reflect my portfolio. I also try to write on controversial and contrarian topics.
All money received from Seeking Alpha activities is currently being donated to various charities, including the World Food Program and UNICEF.
Matt Sheldon, CFA is a co-portfolio manager of the Kleinwort Benson Investors Water Strategy, which manages about $600 million (as of 30 September 2012) for institutional and retail clients, including sub-advising the Calvert Global Water Fund in the US.
IMPORTANT RISK DISCLOSURE STATEMENT
This material is provided for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security, product or service including any group trust or fund managed by Kleinwort Benson Investors International Ltd, or any of its affiliates (collectively, “Kleinwort Benson Investors”). The information contained herein does not set forth all of the risks associated with this strategy, and is qualified in its entirety by, and subject to, the information contained in other applicable disclosure documents relating to such a strategy. Kleinwort Benson Investors International Ltd’s investment products, like all investments, involve the risk of loss and may not be suitable for all investors, especially those who are unable to sustain a loss of their investment.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS
This introductory material may not be reproduced or distributed, in whole or in part, without the express prior written consent of Kleinwort Benson Investors International Ltd. The information contained in this introductory material has not been filed with, reviewed by or approved by any United States regulatory authority or self-regulatory authority and recipients are advised to consult with their own independent advisors, including tax advisors, regarding the products and services described therein. The views expressed are those of Kleinwort Benson Investors International Ltd. and should not be construed as investment advice. We do not represent that this information is accurate or complete and it should not be relied upon as such. Opinions expressed herein are subject to change without notice. The products mentioned in this Document may not be eligible for sale in some states or countries, nor suitable for all types of investors; their value and the income they produce may fluctuate and/or be adversely affected by exchange rates, interest rates, or other factors. Additional information will be provided upon request. Kleinwort Benson Investors International Ltd. is a registered investment adviser with the SEC and regulated by the Central Bank of Ireland. Kleinwort Benson Investors International Ltd. is 100% owned by Kleinwort Benson Investors Dublin Ltd. Form ADV Part 1 and Part 2 are available on request.
Gross results shown do not show the deduction of Adviser's fees. A client’s actual return will be reduced by the advisory fees and any other expenses which may be incurred in the management of an investment advisory account. See Part II of Adviser's Form ADV for a complete description of the investment advisory fees customarily charged by Adviser. Kleinwort Benson International will provide net performance figures for any account size on request. The performance results are that of a representative strategy which has been managed on a discretionary basis since its inception. Performance returns for individual investors may differ due to the timing of investments, subsequent subscriptions/redemptions, share classes, fees and expenses. Performance for periods of more than 1 year is annualized. Information about indices is provided to allow for comparison of the performance of the Adviser to that of certain well-known and widely recognized indices. There is no representation that such index is an appropriate benchmark for such comparison. You cannot invest directly in an index, which also does not take into account trading commissions and costs. Investments denominated in foreign currencies are subject to changes in exchange rates that may have an adverse effect on the value, price and income of the product. Income generated from an investment may fluctuate in accordance with market conditions and taxation arrangement. PAST PERFORMANCE IS NOT A RELIABLE GUIDE TO FUTURE PERFORMANCE AND THE VALUE OF INVESTMENTS MAY GO DOWN AS WELL AS UP. Stocks mentioned in this document may or may not be held in this strategy at this time. Any projections, market outlooks or estimates in this document are forward-looking statements and are based upon certain assumptions. Other events which were not taken into account may occur and may significantly affect the returns or performance of the strategy. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. Discussions of market conditions, market high/lows, objectives, strategies, styles, positions, and similar information set forth herein is specifically subject to change if market conditions change, or if KBII believes, in its discretion, that investors returns can better be achieved by such changes and/or modification. Style descriptions, market movements over time and similar items are meant to be illustrative, and may not represent all market information over the period discussed. All MSCI data is provided “as is”. In no event shall MSCI, its affiliates, or any MSCI data provider have any liability of any kind in connection with the MSCI data. No further distribution or dissemination of the MSCI data is permitted without MSCI’s prior express written consent.
Water Performance Disclaimer:
Returns up to 09/30/07 are based on a Belgian Fund which followed the same strategy as the Kleinwort Benson Investors Water Strategy and was managed by KBI. Returns from 10/01/07 are actual returns from the Kleinwort Benson Investors Water Strategy.
PortfoliV.com is an investment portal project based on running a set of virtual hedge funds. The aim is to build an investment portal based on actual trades made rather than textual commentaries.14 virtual funds based on a variety of themes are managed by the site owner on strict real-life conditions including real-time bid and ask prices, commissions and margin calls.
Site visitors are able to comment on the trades and follow Fund performances. As the site builds a certain amount of feedback the aim is to aggregate these responses and integrate them into the Fund trading decisions. This way the site aims to transform itself onto what can be called an "OpenSource Virtual HedgeFund" that is transparent, but utilizes all sorts of trading techniques used in common Hedge Funds.
The site owner, and the main trader so far, is an independent trader with 10 years of trading experience. He splits the year evenly between living in the US, Europe and Middle East and therefore can make informed trading decisions on a variety of developments in the world especially forex issues. He has a Bachelor's degree in Economics from the University of Virginia and has passed all three levels of the CFA examinations, with his CFA certification pending approval.
The Dorsey Wright Money Management team is composed of Michael Moody, Harold Parker, John Lewis, Andy Hyer, and JP Lee.
Mr. Moody and Mr. Parker, Senior Portfolio Managers, joined Dorsey Wright Money Management in 1994.
John Lewis, Portfolio Manager, joined the team in 2002. Andy Hyer, Marketing Coordinator, joined in 2004. JP Lee, the most recent addition, came aboard in early 2008 in a client services role.
I've been in investment management since 1990, currently as a long-only money manager for Alsin Capital. I received my law degree from the University of Oregon in 1984, worked as an accountant for the international accounting firm KPMG, then got involved in investing. I've written over 300 columns for The Financial Times, TheStreet.com, Realmoney.com and SeekingAlpha.com.
James A. Kostohryz has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.
Kostohryz started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, Kostohryz became Chief Global Strategist and Head of International Investments for a major investment bank. Kostohryz currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory.
Born in Mexico, Kostohryz grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently writing a book about the impact of culture on economic development. He is a former NCAA and world-class decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
You can receive custom delivery of all of Mr. Kostohryz's published work on Seeking Alpha, The Street, and other media, as well as exclusive material, by following the link below. It is absolutely free:
You may connect with Mr. Kostohryz via the following social networks:
When connecting, be sure to identify yourself as a Seeking Alpha reader.
Daniel Moser holds an undergraduate degree from the University of Tulsa Collins College of Business, class of 2008, where his major area of study was finance and minor areas of study were economics and political science. His investment focus tends to be oriented in macroeconomics and he places a strong emphasis on asset allocation and total portfolio management. Currently, he holds a position in the commodity trading arm of a major integrated oil company located in Texas.
John P. Reese is considered an expert in the systematic investing strategies of legendary investors, including Peter Lynch, Ben Graham, Warren Buffett and others. He has been active in the development of fundamentally-based quantitative models since the mid-90s. His research on Seeking Alpha will include stock ideas, strategy and value investing pieces, behavioral finance concepts, systematic and modeling methods as well as other long term investing concepts.
John is founder and CEO of Validea.com and also co-founder of Validea Capital Management, a asset management firm serving individuals and institutions. Validea Capital also runs an actively managed ETF that utilizes the fundamental stock selection models of investing legends.
John also sub-advises the National Bank Consensus American and International Equity Funds offered in the Canadian market. He holds two U.S. patents in the area of automated stock analysis and is considered an expert in the field of quantitative stock selection using the strategies of investing legends.
John is a columnist for TheStreet.com, Forbes.com and Canada's Globe & Mail and is co-author of “The Guru Investor: How to Beat the Market Using History’s Best Investment Strategies". He holds a master's of business administration from Harvard Business School and a degree in computer science from MIT.
A more complete biography can be found here: http://en.wikipedia.org/wiki/John_P._Reese
Benjamin Graham, Warren Buffett Joel Greenblatt and David Dreman are among of the most popular contrarian value investors in the world. In my blog I will endeavour to talk about investments I make, or don't make, on stocks and bonds using the principals of value investing.
Visit: Value Investing: What I Buy, How I Buy, How It Does. (http://buyingvalue..com/)
The Applied Finance Group (AFG) helps investment advisors, institutional investment, consulting, corporate firms globally in accurately measuring corporate performance and identifying mispriced equities. AFG developed its proprietary framework, Economic Margin, to correct distortions created by traditional accounting-based analysis.
The Economic Margin Framework is more than just a performance metric, as it encompasses a valuation system that explicitly addresses the four main value drivers of enterprise value: profitability, competition, growth, and cost of capital. Unlike traditional valuation approaches that utilize highly sensitive perpetuity assumptions, AFG’s approach incorporates company specific competitive advantage periods which identify companies that may lose excess returns over time faster than their competitors.
Jake Huneycutt is a former Portfolio Manager. Jake holds an MBA degree with a concentration in finance from Emory University. He earned a Master of Accounting degree from the University of North Carolina at Chapel Hill. He received his B.A. in History from East Tennessee State University. Jake is originally from Johnson City, TN and currently splits time between Boston, MA and Atlanta, GA.
MagicDiligence provides useful, simple, and effective stock screening tools inspired by Joel Greenblatt's Magic Formula® Investing methodology. Our Spells give value and growth investors a list of great stock candidates every day, and our advanced Spell Caster lets you create the Magic-style stock screen you've always wanted! Learn more about our exclusive set of investing tools today!