Atticvs (a pseudonym), has been an active stock market investor since 1980. For the past 10 years he has been managing portfolios full-time for himself as well as for family and a small group of friends. His investment returns have been substantially higher than the overall market averages. He is a strong advocate of fundamental analysis and discounted valuations allied to a clear understanding of current and future economic/business trends and stock market drivers. During a period of 25 years prior to managing investments full-time, he held senior finance, funding and mergers & acquisitions positions with NYSE, Nasdaq and private companies with operations in Europe, Asia, the Middle East, as well as in the USA and spent extensive time working and/or living in each of these regions.
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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.
Doug Short is first-wave boomer with a lifelong interest in markets and the economy. His professional career had been a satisfying split between academia (English Professor at North Carolina State University) and Information technology (IBM and GSK).
Doug retired in 2006 to devote himself full-time to his dshort.com financial website. The domain has now been acquired by Advisor Perspectives, and Doug has been appointed the Vice President of Research.
Doug is especially interested in the economy, long-term market trends and behavioral finance.
Bachar Samawi is Founder of Bachar Samawi Ventures (http://www.samawi.net).
Bachar Samawi has 29-years international experience in finance, trading, new business development, private equity and investment management, spanning multiple sectors including Banking, Energy, Technology, Agro, Industry, Healthcare and Real Estate.
As Chief investment Officer for one of Qatar Holding’s international $5 Billion subsidiary partnerships (Qatar Holding / Qatar Investment Authority is the $250 Billion Qatar Sovereign Wealth Fund), Mr. Samawi was primarily responsible for evaluating and determining investment opportunities (which include Healthcare, Banking, Energy, Agriculture, and other), as well as launching projects with expected private equity requirement in excess of $100 Million per project. To such effect, Mr. Samawi deployed his Wall Street experience to lead meetings and negotiations with all stakeholders, including government officials and ministers, major banks, investors, financiers, international organizations, global corporations, diplomatic missions, and more.
As Vice Chairman of the Board of Directors and Managing Partner for Caltech Developments Limited - Your Global Partner in Energy, Mr. Samawi led strategy & structuring on multi-billion dollar long-term crude oil refining supply negotiations.
Mr. Samawi held senior level positions with multi-Billion dollar institutions in the USA and the Middle East including National Energy Group in the Washington DC area (non-regulated subsidiary of $18 Billion Pacific Gas & Electric), where he built the power trading department, Sanwa-BGK in New York (US Primary Dealership subsidiary of Sanwa Bank, which later merged with Tokai Bank and Mitsubishi Tokyo Financial Group, to become today’s $75 Billion Mitsubishi UFJ Financial Group), where he co-founded the Fixed Income OTC Options department, and other international holding companies (diversified in Banking, Industry, Real Estate, Services and Trade).
His responsibilities included launching new businesses, setting up departments generating income in excess of $100 Million annually, negotiating and securing partnerships with Top Five international conglomerates in Energy and Finance, advising Board of Directors on Strategic Ventures, acting as Interim CEO, trouble-shooting and turning around struggling businesses, optimizing financial and real estate portfolios, and more.
Samawi graduated from Yale University with a double major in Computer Science and Economics. He has also completed numerous certifications in Finance and Management & Leadership training and is fluent in English, French and Arabic. Samawi has also authored numerous articles and white papers, and has given speeches throughout the world including France, Germany and the USA.
Friedrich is the name given to our algorithm for analyzing companies that trade on the global stock markets. In creating Friedrich we concentrated on analyzing each company’s Main Street operations through various established ratios, along with our own unique ratios that we developed over the last 30 years. What we came up with is a final "Main Street" price per share based on Generally Accepted Accounting Principles (GAAP), which is a framework of accounting standards, rules and procedures defined by the professional accounting industry, which has been adopted by nearly all publicly traded U.S. companies. We feel that our Main Street price result is what each company would need to trade at in order to be attractive to a businessperson on Main Street looking to buy at a bargain.
Since the only constant in the universe is change, the results for each company fluctuate by varying degrees. No company is an island unto itself, but each operates in a world of constant change and at times in areas where Chaos is the norm. By analyzing a company’s Main Street operations over time, Friedrich is able to give the potential investor a decade long analysis (opinion) as well as offering a Trailing Twelve Month (TTM) analysis (opinion), as well. Thus our readers will not only get as close to a real time view of operations on Main Street as is possible, but then can measure the consistency of the company’s operations over time to determine if s/he should invest or not.
Through our Friedrich algorithm we can analyze ten years of Balance Sheet, Income Statement and Cash Flow Statement data for each company all at once and generate one final result in seconds. Friedrich was designed to be ultra-conservative and thus will cut zero slack to any company under analysis and will do so with zero emotion. Companies must be exceptional in order to get an attractive Main Street valuation and the ideal investments according to our backtesting are the ones that have been consistent over time.
By being so ultra conservative Friedrich is designed to identify bargains that Wall Street investors may have overlooked. Companies shares may trade on the stock market but the companies themselves operate on Main Street, so Friedrich is designed to generate a Main Street price per share first and only then does he go to Wall Street and see the price for which Benjamin Graham’s “Mr. Market” is offering the shares.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Our mission is to help individual investors earn profits by providing a source of independent, unbiased and profitable investing ideas. StreetAuthority provides in-depth research, plus specific investment ideas and immediate action to take based on the latest market events. We accomplish this via one of the most popular financial web sites in the nation, StreetAuthority.com, and by publishing over a dozen widely-followed financial newsletters with a total of more than a million subscribers.
Follow us on Twitter: @StreetAuthority
Marc is the founder and owner of Advanced Investor Technologies, LLC, as well as the publisher and editor at the internationally acclaimed web site www.ChecktheMarkets.com.
He holds an MS in Clinical Psychology from California Polytechnic State University, and is a former senior vice-president of Investments for two major brokerage firms. Besides his role as an investment publisher and analyst, he serves as a marketing consultant to the investment publishing and investment media industries.
In his role as a financial editor, he specializes in unique investment strategies, wealth preservation, understanding the investment markets ,value stocks, precious metals and energy stocks, emerging growth companies, ETFs, tax issues as well as "the psychology of investing". Besides his loved ones, he sees his personal "calling" as someone who helps others succeed and achieve financial security.He's been a motivational speaker and personal development specialist for over 35 years.
In addition, he's been interviewed on such popular media sites as The Money Show and The Oxford Club. Marc is a published author who has written hundreds of articles for a wide variety of investment newsletters and web sites. He has a special passion for helping "make the complex more simple", and is a big advocate of the K.I.S.S. (Keep It Successfully Simple) approach to investing and living life.
Nirav Desai is Chief Investment Officer at Qubera Wealth Management.
Nirav has an MBA in Finance and Real Estate from the Anderson School of Management at UCLA, as well as an MS in Computer Science from the University of Southern California.
He started investing 20 years ago when he bought his first stock at the age of 16, and has more than eight years of experience in the finance industry including Investment Research, Commercial Banking, Hedge Funds, Real Estate and Private Equity.
During his career, Nirav realized that his close friends and family needed help planning their financial future and retirement. From his knowledge of the financial industry, he knew that finding a trustworthy fiduciary was tough. He founded Qubera Wealth, to provide transparent and honest financial and investment advice.
As a fee-only fiduciary, he seeks to put the interest of his clients first.
Nirav spends his free time enjoying the company of family and friends, traveling internationally, hiking and hunting for dividends.
Kapitall is the online finance platform for the next generation, where investing is as easy as drag, drop and trade. With an intuitive and playful user experience, Kapitall offers tools that make it easy to build virtual and real brokerage portfolios, share ideas and research stocks and funds.
Chris Ciovacco is the founder and CEO of Ciovacco Capital Management (CCM), an independent money management firm serving individual investors nationwide. The thoroughly researched and backtested CCM Market Model answers these important questions: (1) How much should we allocate to risk assets?, (2) How much should we allocate to conservative assets?, (3) What are the most attractive risk assets?, and (4) What are the most attractive conservative assets?
Chris is an expert in identifying the best ETFs from a wide variety of asset classes, including stocks, bonds, commodities, and precious metals. The CCM Market Model compares over 130 different ETFs to identify the most attractive risk-reward opportunities.
Chris graduated summa cum laude from The Georgia Institute of Technology with a co-operative degree in Industrial and Systems Engineering. Prior to founding Ciovacco Capital Management in 1999, Mr. Ciovacco worked as a Financial Advisor for Morgan Stanley in Atlanta for five years earning a strong reputation for his independent research and high integrity. While at Georgia Tech, he gained valuable experience working as a co-op for IBM (1985-1990). During his time with Morgan Stanley, Chris received extensive training which included extended stays in NYC at the World Trade Center.
His areas of expertise include technical analysis and market model development. CCM’s popular weekly technical analysis videos on YouTube have been viewed over 700,000 times. Chris’ years of experience and research led to the creation of the thoroughly backtested CCM Market Model, which serves as the foundation for the management of separate accounts for individuals and businesses.
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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).
For more information about our subscription services click the links below: - DIY Dividend Portfolio
- Triple Income Portfolio (stocks + options)
Andy Zaky is a Hedge Fund Manager at Bullish Cross Asset Management, and editor of the Bullish Cross financial newsletter. His main area of knowledge is in global macro economics, fundamental analysis and technical analysis. Andy has about 14 years of investment experience, a strong background in accounting and financial statement analysis, technical analysis, broad market analysis, macro economics and law. Andy both focuses on long term investments and trading short term calls and puts on the major index-pegged ETFs (QQQQ, SPY and DIA). Andy has a J.D. from the UCLA School of Law.
Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.
Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them: Apple, Google, Coca Cola, Walmart, GE, Ford, Gap, and others.
This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time.
Consider these questions:
•What % of Apple's stock price is iPhones? (Q: Is it 5%, 25%, or 50%?)
•What % of Dell's stock price is Dell Notebooks?
•If Bing took half the market share from Google Search, what % upside could there be for Microsoft’s stock?
On Trefis you will get answers to questions like above.
You can play with assumptions, or try scenarios, as-well-as ask questions to other users and experts. The platform uses extensive data to show in a single snapshot what drives the value of a company's business.
Trefis makes the same content, data, and tools that are currently available only to professional investors today, accessible to everyone. Importantly, it makes the extensive data/tools easy to use and understand, allowing investors to leverage the platform in their decision making much more efficiently than anything else available.
Trefis is currently used by hundreds of thousands of investors, company employees, and business professionals.
Scott Grannis was Chief Economist from 1989 to 2007 at Western Asset Management Company, a Pasadena-based manager of fixed-income funds for institutional investors around the globe. He was a member of Western's Investment Strategy Committee, was responsible for developing the firm's domestic and international outlook, and provided consultation and advice on investment and asset allocation strategies to CFOs, Treasurers, and pension fund managers. He specialized in analysis of Federal Reserve policy and interest rate forecasting, and spearheaded the firm's research into Treasury Inflation Protected Securities (TIPS). Prior to joining Western Asset, he was Senior Economist at the Claremont Economics Institute, an economic forecasting and consulting service headed by John Rutledge, from 1980 to 1986. From 1986 to 1989, he was Principal at Leland O'Brien Rubinstein Associates, a financial services firm that specialized in sophisticated hedging strategies for institutional investors.
Visit his blog: Calafia Beach Pundit (http://scottgrannis.blogspot.com/)
Mike Havrilla is a former pharmacist (retail and home infusion settings), biotech stock trader, and writer with experience that includes full-time online trading since 2009, working as a full-time pharmacist from 2004-2009, and writing for investors since 2007. Mike holds Doctor of Pharmacy (PharmD) and Bachelor of Science (Biology) degrees from the University of Pittsburgh and worked in the pharmaceutical industry for Wyeth prior to pharmacy school. He is also an avid runner and has completed over 20 marathons with a personal best time under three hours for the 26.2 mile race and under 80 minutes for the half marathon. Mike merged his former publishing business with BioRunUp.com / Mark Messier in October 2010, creating a new online biotech stock research and trading subscription service.
Justin M. Hall is an extremely accomplished independent financial analyst with more than a decade of experience in the financial markets. He consistently provides expertise to a variety of financial clients and is known for his successful market predictions. Between 2010 and 2014 Justin made 239 specific market recommendations via his online subscription service with an 80% accuracy rate. He has produced enduring results for a variety of clients including those who trade stocks, invest their own money, desire personal wealth management, and institutional investors. But more than an analyst, Justin is a person who influences and persuades, whose judgement is well respected and highly trusted, and whose opinion is sought by those searching for financial and investment advice.
Justin received his undergraduate degree from Indiana State University and attended law school at Indiana University. His desire to serve the financial and investment needs of individual clients led him to start Rx Investors.com, an online subscription service that connected individual investors with his expert analysis. Subscribers from all over the world utilized Justin’s advice to generate market income and grow their individual portfolios. Many of these subscribers and clients continued to seek Justin’s analysis and advice for many years, appreciating his unique perspective on the financial industry.
A variety of financial outlets have recognized Justin’s expertise and highlighted his work including the Orange County Business Journal, Seeking Alpha, and Zack’s Investment Research. These industry connections have allowed Justin to lend his expert advice to others and expand his influence.
Philstockworld.com is the fastest growing stock and option newsletter on the Web. "High Finance for Real People - Fun and Profits" is our motto and our Basic and Premium Chat Sessions offer readers a chance to speak to Phil live during the trading day as well as authors like Optrader, Sabrient, Income Trader and Trend Trader - who send out Alerts during the market sessions and discuss trade ideas live with Members.
We even have a new low-cost "Trend Watcher" Membership that lets readers view our chat sessions without directly participating a great solution for people who want to test-drive the site and profit from our experience! Trend Watchers get to view all of our Chat Archives, weekly Webinars - as well as the amazing PSW Wiki, which gives you Phil's recent opinions and trade ideas as well as technical and fundamental analysis of hundreds of stocks that we follow.
Philip R. Davis is a founder of Phil's Stock World (www.philstockworld.com), a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders. Mr. Davis is a serial entrepreneur, having founded software company Accu-Title, a real estate title insurance software solution, and is also the President of the Delphi Consulting Corp., an M&A consulting firm that helps large and small companies obtain funding and close deals. He was also the founder of Accu-Search, a property data corporation that was sold to DataTrace in 2004 and Personality Plus, a precursor to eHarmony.com. Phil was a former editor of a UMass/Amherst humor magazine and it shows in his writing -- which is filled with colorful commentary along with very specific ideas on stock option purchases (Phil rarely holds actual stocks).
Visit: Phil's Stock World (www.philstockworld.com)
David White is a software/firmware/marketing professional and a long time investor. He has worked in the networking field, the semiconductor equipment field, the mainframe computer field, and the pharmaceutical/scientific instrumentation field. He has bachelor's degrees in bioresource sciences and biochemistry from U.C. Berkeley. He is a former Ph.D. student in biochemistry. He has done significant graduate work in EECS and business at Stanford (through SITN) and UC Santa Cruz. He was awarded a Certificate in Advanced Software Systems (about 1/3 of an MS in EECS) by the Stanford Computer Science Department. He also took most of Stanford's undergraduate Computer Science curriculum.
Progenitor of PC virtualization (now a multi-billion dollar cloud-related industry), serial startup entrepreneur, trend-caster and visionary at the intersection of biz & tech (http://www.trendcaller.com), contributor for SeekingAlpha and VentureBeat, author of the book "The Crowdfunding Revolution | Social Networking Meets Venture Financing", founding team member in a microprocessor startup, author and lead for two Open Source projects, public speaker, prolific idea creator, author of multiple patents, and news and business book junkie. I have a degree in computer science and started my career at MIT Lincoln Laboratory in space-based radar and satellite communication. I'll also be giving a keynote at the Smeal College of Business (Penn State U) conference this Fall 2010, related to Impact through Networks.
Michael Johnston is the co-founder and senior analyst at ETF Database, an online investment resource for ETF investors. ETF Database offers a proprietary ETF Screener that allows investors to filter the universe of 900+ ETFs to find the right fund. ETF Database also provides news, analysis, commentary, and actionable investment ideas on a daily basis.
Just an average joe with an active interest in retiring early, who belated realized that I can invest my money just as effectively as those sheep on wall street. Possible better as my fees are lower ;-)
Graham Summers is Chief Market Strategist for Phoenix Capital Investment Research, an independent investment strategy firm based in Washington DC with clients in 56 countries around the world.
Ed is a graduate of The School of the Ozarks (now known as College of the Ozarks) in Southwest Missouri. He spent 14 years in broadcast news in the Midwest covering, among other things, commodities. He is currently manager of a healthcare support facility doing over two million dollars a year in sales.