For the 15 years through 2012, Laurent has outperformed the market with 16% annual returns, compared to 5% for the market. Laurent's international career has stretched through US and Europe. He earned an MBA from Boston University and an MS in Engineering from RPI.
Born in Spain, where I lived before moving first to Paris and then to Belgium, where I am currently based, I am a young investor who wants to learn from better and more experienced investors and to earn a decent rate of return on my investments over my entire lifetime.
Follower of the Graham & Dodd investing philosophy, I admire investors such as Warren Buffett, Charlie Munger, Walter J. Schloss, P. Fisher or Peter Lynch. I also learn from other academics such as Bruce Greenwald or Michael Porter.
I try to look for undervalued securities and to buy them when a big enough margin of safety exists. I try to hold them as long as possible, forever being my ideal holding period, as Buffett would say. I don't care about charts, resistances or price averages. I don't care about macroeconomic data. I do care about company fundamentals. I do care about balance sheet valuation. I do care about competitive advantages and earnings power.
Just like everyone else, I like to earn money. But above all I hate losing it.
COO, proud Canadian from Scottish and Irish heritage. Spent most of my carreer in manfacturing and as such, I know the pratfalls of this economy and the cost to the country by outsourcing to 3rd world countries... jobs are threatened until we realize foreign standards are not ours and the pendelum will shift back to being made here or in the States.. does anyone remember Made in Japan .. Toyota the once mighty has fallen and for me, I am buying all the Ford stock I can get!
Core Equity Research (CER) is a boutique equity research firm, with a primary focus on the North American market. CER provides investment research to individual and institutional investors all around the globe. Core Equity Research brings together the experience and skills of seasoned finance professionals. Core Equity Research has an impactful combination of asset managers, financial advisors, research professionals, hedge fund and private equity personnel that can provide an impeccable insight on the stock market, justified stock price movements and realistic bets to gain value from the event - driven strategies. CER reaches out to the investors, with its best research team, to advise and assist in unlocking hidden alpha return and risk reduction strategies.
General O/G Partner, Industry Commentator, Consultant, Business Owner, Entrepreneur, and published author of "Fundamentals of Investing in Oil and Gas" that is available on amazon, itunes, barns and noble, etc.
INDEPENDENT Financial Advisor / Professional Investor- with over 30 years of navigating the Stock market's "fear and greed" cycles that challenge the average investor. Investment strategies that combine Theory, Practice and Experience to produce Portfolios focused on achieving positive returns over a period of time. Providing advice in helping to avoid the pitfalls and traps that wreak havoc on your portfolio with a focus on Income and Capital Preservation.
I manage the capital of only a handful of families and I see it as my number one job to protect their financial security. They don’t pay me to sell them investment products, beat an index, abandon true investing for mindless diversification or follow the Wall Street lemmings down the primrose path. I manage their money exactly as I manage my own so I don’t take any risk at all unless I strongly believe it is worth taking.
Blogging here on SA is part of my research. I write to find out what I think.
I invite you to join the family of satisfied clients send an e-mail :email@example.com
Securities/Trial Lawyer, Formerly Broker etc in the Industry. 30-plus years experience in markets, investing, and related finance topics. Formerly FINRA Chairperson, Arbitrator. Value Investor on Long positions; Derivatives Trader over 30 years. Private Investor. Nobody will care for or take better care of YOUR money than YOU. Beware of Investment Advisors, Mutual Funds, and uncorroborated success stories from anyone that wants to 'take care of YOUR money'. When all else fails; use Common Sense.
Anyone that says they can predict the future is either a fool, off their medication, or a con artist.
I do not invest in Mutual Funds, Hedge Funds or ETFs. If I can't manage my money consistently better than an institutional money manager, I should be ashamed of myself!
Momentum stocks are usually a bad investment b/c naive investors BORROW ON MARGIN to buy them and rarely have the discipline to sell them when the momentum subsides and the shares fall significantly. If you have to own the newest/best current momentum stock, no Margin and make the holding(s) a very small percentage of your overall portfolio. Finally, even a Momentum stock should have EARNINGS!!! Share value based on Revenue and Blue Skies is a recipe for disaster.
It should be MANDATORY that any guest recommending buying, selling, or trading equities on CNBC, FOX, or Bloomberg publish their portfolio and the results of their picks over the prior 1 year so that the viewing audience can evaluate whether these self-anointed 'experts' have performed well enough to be making recommendations to millions of viewers. That includes CNBC's 'fast money' and other segment guests. If that were to happen, it would show these self-anointed experts as charlatans in most instances in my opinion.
My goal: To be continuously interesting.
I've learned a lot being with and associated w/ Marine in my Unit. One thing that I've learned, that I admire, and that gives me solace as I move into old age: THE MARINES NEVER FORGET.
Investment background: Private investor focused on income and biotech stocks. Over 30 years experience investing is stocks, options, and bonds. I design my own structured products to maximize income while limiting risks.
Education: BS, MS in Engineering
Awards: 10+patents in disk drives and healthcare devices
Interests: Investing, writing, golf, good food, good wines
Markos N. Kaminis generated a 23% average annual return on "Strong Buy" stock selections over 5 years and ranked 2nd among a group of 60 analysts in-house as a Senior Equity Analyst over a seven-year period at Standard & Poor's. After proving his value in-house, he was promoted into a special role as an idea generator, supporting the portfolios of institutional clients as well as driving performance within S&P's recommended lists and portfolios. At times, Markos was responsible for up to 10% of the firm's entire "Strong Buy" list and is due a great deal of credit for the group's outstanding performance during his tenure.
Markos followed a group of 30-40 Small and Mid-Cap firms, and was charged with finding new buy and sell candidates across industry sectors. He generated a 23% average annual return over five years on his "Strong Buy" recommendations, and 26% over three years ended 2004. He was ranked 1st of 60 analysts in-house for his "Strong Buy" performance over 4 years (2nd over 5). Markos also authored IPO research and wrote for high-level newsletters, The Outlook, Equity Insights and Emerging Opportunities, as well as for BusinessWeek Online. He represented his firm as an analytical expert commentator for major media, including television, Internet and through quotes and interviews in reputable publications.
Besides predicting the stock market correction of 2015 through a series of prescient reports here in August. (see proof here: http://seekingalpha.com/article/3482226-investor-who-predicted-the-stock-market-correction-offers-an-update ), Markos also advised investors to buy stocks at the bottom of the market in mid-February 2016 and again post-Brexit at the trough, and to buy gold in January 2016 before the commodity started its move higher. While not perfect, over the years, Markos has made countless correct market and security calls for his followers, including forecasting the demise of J.C. Penney on the heralded CEO hire's disruptive plans, the bankruptcies of Washington Mutual and Pilgrim's Pride in the $30 and $20s, respectively, as well as the purchase of Facebook in the mid-$20s when it was considered a pariah post its IPO (today it is a market darling). Markos also warned of the real estate market collapse and the financial crisis in the early days of his blogging.
What I personally want you to know about my plans: After witnessing the worst of Wall Street firsthand and having the ideal vision of my childhood career choice corrupted by reality, I almost switched to full-time charity work at age 40 and still have plans for several non-profit endeavors. The future is somewhat unknown, and I am open to employment offers for portfolio management or other ideas. While continuing to publish regularly, I expect to begin work on several book ideas that I believe are important for business, for our nation and for society.
I may put my stock selection skills, earned through blood, sweat and tears, to better use, and to make my own way. I would like to give investors something rare, a dignified partner who can manage money with integrity and a clear conscience about the degree of due diligence behind investment decisions... someone who cares more about your money than your wife. I hope readers will become followers of my column here & at my blog, so that when our numbers are substantial, we might start an investment fund or two.
Prior to his Wall Street career, Mr. Kaminis spent time in the back-office, as a mutual fund accountant, where he managed for a time the work of two men. Before this, from age 11 to age 25, he worked as a carpenter's apprentice and carpenter with his father, in both commercial and residential projects. Mr. Kaminis has an intimate knowledge of the real estate (undergraduate degree in Real Estate and Finance) and construction market, as well as the restaurant industry.
However, as a generalist stock analyst, he showed the ability to learn any and the most complicated of industries in short time - and he gamed every challenge presented to him. Mr. Kaminis earned his MBA at the Katz Graduate School of Business at the University of Pittsburgh, and his BA at Temple University in Philadelphia. However, Markos has been studying the stock market since age 13, when he determined his career path.
He made his first investment at age 16, and funded much of his undergraduate education with the proceeds of his investing success. Mr. Kaminis continues to keep busy forecasting the economic path and securities market activity. Markos is considering the eventual start-up a long/short capital appreciation hedge fund. Such a fund would limit risk through beta reduction, using a diversification strategy targeting sector & industry and long & short position inclusion. At the same time, Markos' theoretical fund would seek maximum capital appreciation through the exploitation of Mr. Kaminis' inherent economic & market discernment gift and proven stock selection skills.
Mr. Kaminis also has a team of a select few analysts, technicians, strategists and economists that he has been impressed by over the years, which he expects to tap for the project when the time is right. Mr. Kaminis welcomes your interest in such a potential forward effort, and looks forward to discussing his plans with those appropriate and within legal constraints.
Markos toys with very early stage entrepreneurial efforts in the testing of certain business models, all of which he intends to tie to a planned non-profit project serving the most helpless among us. The tie will be that the businesses will give employment opportunity to individuals who would otherwise have difficulty finding gainful employment. It will house and heal the homeless, ex-convicts, those completing rehabilitation efforts for drug and other addictions, and others in need of help.
Markos is currently Directing the widely syndicated blog he founded, "Wall Street Greek," and is writing for other well-known publications besides advancing several big ideas. Markos' column is syndicated across sites like the Boston Globe, Kiplinger Magazine, UPI and other reputable newspaper and TV websites, as well as private networks, Amazon Kindle, iPhone and more. In the past, he has written for RealMoney.com, Motley Fool and others.
Requests to research specific companies are welcome, as we serve our readers. You may contact us via this blog's contact info. Mr. Kaminis welcomes you to follow him here at Seeking Alpha, where he is proud to be a long-time contributor to this strong team of writers. He considers the Seeking Alpha team and management close friends, and for you, people worth knowing and following. Visit his site: Wall Street Greek (http://www.wallstreetgreek.blogspot.com/)