I search for companies that are undervalued due to fear that have strong fundamentals in order to buy long, and companies that are overvalued due to greed that have weaknesses such as poor free cash flow or an unviable business model in order to short them. As Warren Buffet recommends: buy fear and sell greed. When I find potential candidates, I research the daylights out of them and only choose the best opportunities. To give you an idea of some the stocks I’ve focused on, in the past I successfully shorted Twitter, GoPro, Garmin, TrueCar, FCX, Wayfair, Pandora and Transocean, and was successfully long Cisco, Expedia, Goodyear Tire, Facebook, Apple, Celgene and Delta. Many of those are no longer good shorts or longs. My current favorite long stock is Iconix (ICON). I was previously a consultant for executives at companies such as Fidelity Investments and Google, including the Vice-president of Sales at Google. Prior to that I owned and operated two retail stores that I sold, and before that I was a journalist. I’ve been investing for 22 years in stocks, bonds, commodities and options. I spend a lot of my free time researching investments and donate half of the gains to charity.
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
I am a physician/entrepreneur, trader/investor who focuses on healthcare and biotech stocks. My investment strategy is seeking undervalued stocks with game changing products in their pipeline that will have a disruptive impact in the healthcare industry.
I cover consumer goods and services stocks for Seeking Alpha. This includes a whole lot of retailers, as well as automakers, casinos, food/beverage companies, and plenty more.
I graduated from Washington University in St. Louis with a degree in Economics. I have over 10 years of experience contributing content to major financial websites. In addition, I also created the websites MoneyRates.com and Savings-Investor.com before selling them to a San Francisco-based company.
My home is St. Louis, Missouri where I live with my wife + 3 kids. My hobbies include basketball, tennis, and music. My personal website is at ClarkSchultz.com.
E-mail tips/suggestions to me at Clark@SeekingAlpha.com
I am a Ph.D. Geneticist with more than 20 years post-graduate working experience in a variety of laboratory settings. I have experience and direct expertise with Genetics, Population Genetics, Biologically-based Chemistry, Molecular Biology and Methods Development and Validation.
My biggest interests for speculative investments are in biotech and nanotech arenas - especially in developmental stage and pre-clinical stage biomedical companies.
My name is Dr Kanak Kanti De, MBBS, MD, PhD, retired medical practitioner, cancer survivor, healthcare sector investor, over 30 years' experience in the sector both in India and the United States. I write/have written on Motley Fool, SeekingAlpha, Benzinga, and on Forbes. I am consistently ranked high on TipRanks, although I don't like their ranking system. My portfolio has consistently beat the various indices for years. Email me to discuss my articles, or for just an adda (Bengali for informal chat) email@example.com.
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The Clinically Sound Investor is a pharmacist for a large retail corporation, with a PharmD and a BA in psychology. Fascinated by watching the rise of Walmart and Apple after 2008, he now follows the advice "know thyself" and puts expertise of understaning scientific literature to research biotechnology stocks. His investments early on were driven by binary events such as FDA Advisory Committee meetings and PDUFA dates (approvals). Despite initial successes, there were too few of these events, so he expanded into predicting Phase II/III trial results.
His writings should not be considered financial advice or the basis for investment decisions. While his interpretations of clinical trial results--which may be overlooked or even thoroughly misunderstood by Wall Street--could be helpful, they're only as good as the original reports they come from. Although written by scientists and doctors, there will always be a slant from the sponsoring company, or worse (like, say, missing data...).
I focus on the microcap space (market cap below $250 million) because it is one of the most inefficient and "alpha rich" areas of the global equity market, which provides the greatest opportunity to generate alpha through fundamental research.
I use a bottom up, investment decision making process. The ideal investment has an asymmetric risk/return profile with a limited downside (e.g. high net cash balance, strong cash flow) and significant upside (e.g. asset value extraction, overlooked business model transition).
Microcaps are particularly attractive to the following groups:
Activist investors. A small absolute investment (on a dollar basis) can be leveraged into a relatively large position (as a percentage of shares outstanding), which provides a greater ability to demand change.
Private equity firms. The persistent microcap discount can be “arbed away” via an LBO with the new owners accruing all of the gains for themselves. The small absolute size of many microcaps on an EV basis significantly expands the number of firms able to pursue this strategy.
This inefficiency exists for several reasons.
A lack of analyst coverage due to lower trading volume (less soft dollars from HF/MF), the global settlement that permanently severed the link between research/banking and the rise in electronic trading/decimalization. Moreover, none of these trends are likely to reverse for the foreseeable future (if ever).
A lack of institutional products given the natural capacity constraint for new/existing managers.
An inability to effectively implement a passive approach (e.g. ETFs, index funds) due to the lower liquidity and wider bid/ask spread. However, each of these obstacles can be overcome by using a combination of electronic trading tools (e.g. algos) and patience in building a positive size.
Inaccurate and persistent misconceptions about microcaps (e.g. they are riskier than larger cap stocks).
I currently trade for my personal account but would like to move into the investment management side of the industry.
The enormous advancement in the biological sciences that is taking place has begun to change the traditional way of practicing medicine. Far-reaching biological products are being approved and news about breakthroughs are occupying the media headlines. However, selecting the biotechnology firms for investment requires not only an understanding of the company's finances, but also deep knowledge of the company's potential and the potential and scientific validity of it's products and technologies.
Our Mission is evaluating biotechnology companies, their products, their technologies, scientists, managements, as well as their finances. Our goal is to impart our readers with the knowledge and insight so that they may have a heightened understanding and appreciation for the biotechnology industry.
The Prohost Letter has been in circulation since 1992. Our readers are comprised of venture capital, fund managers, investors, medical professionals and individuals with one common interest, biotechnology.
Prohost Letter is posted in the members areas on the www.prohostbiotech.com. around 40 times a year. Articles are posted several times a week for subscribers in TODAY'S HIGHLIGHTS section and in News & Comments sector for all website visitors
I am a psychologist at the University of Massachusetts/Amherst. I am on our campus’s Institutional Review Board, which must conclude that proposed studies involving human subjects are conducted ethically and are designed well enough so that any risks involved are justified by the likely benefits obtained.
I teach about analytical reasoning, leadership skills, reconciling apparently incompatible positions, designing, implementing, and evaluating policies, and how to critically evaluate competing health claims based on the samples studied and methods of data collection and analysis used.
Most of my investments involve owning medical industry stocks.
I worked in New York's financial sector for almost exactly 20 years, mostly as a healthcare analyst (drugs, biotech, and medical devices), but also as an assistant research director, portfolio manager, and options strategist. My last formal job had me in charge of Value Line's premium priced "Select" and "Special Situation" products. The former highlights the company's top stock pick of each month and the latter introduces relatively small companies. I quit that job in June, 2009 for reasons that a dozen or so confidentiality agreements preclude my discussing. In September of that year, I launched 3DimensionalResearch.com (3DR), which allows me to continue doing what I was doing previously.
I am a strong believer in maximum transparency, in both personal and business relationships. So, in that vein:
A google search will show that my former employer sued 3DR and me in November, 2009 for copyright infringement, hot news misappropriations, and the proverbial kitchen sink. Although a search won't show this, unfortunately, I represented myself in a federal courtroom in December and, in accordance with the judge's instructions, the case was settled in a matter of minutes.
Additional Disclosure: 3DR has been a financial failure thus far, in terms of getting subscribers. I detest marketing and few people want to pay for information anymore, least of all from a no-name website. That said, the vast majority of my recommendations have done very well and my personal portfolio is doing extraordinarily well (65.5% in 2013) since I tend to follow most of my own recommendations, the "event driven special situations," in particular.
Leonard is an editor of BioTuesdays.com. Before joining the blog, Leonard amassed 36 years of experience as a financial journalist, editor and manager with The Wall Street Journal and Dow Jones News Service, and The Globe and Mail’s Report on Business, where he pioneered the development and launch of the newspaper’s Money & Markets section in the early 1990s. Most recently, he was Canada’s leading biotechnology and healthcare writer, as well as the author of a highly popular stock market blog on globeandmail.com.
Cory Renauer is a long-term dividend-growth investor. He is always on the lookout for well managed companies with predictable earnings growth, significant economic advantages over their competitors, and a commitment to increasing shareholder value.
Theodore J. Cohen, Ph.D., a research scientist, has been an investor for more than 50 years. Since 1980, he has focused his attention on investment research and investigative analyses of companies developing therapeutic drugs in the biotech sector. Dr. Cohen is a frequent contributor of Guest Opinions (op-ed pieces) to the Bucks County (PA) Courier Times (circulation: 80,000), where, since 2007, he has addressed such varied subjects as the conflicts of interest (COIs) associated with two members of the Provenge advisory committee (AC); the U.S. Senate’s Durbin Amendment, to tighten COI reviews of FDA AC members; and naked short selling. Cohen is the author of the award-winning novels Death by Wall Street: Rampage of the Bulls (AuthorHouse, 2010) and House of Cards: Dead Men Tell No Tales (Outskirts Press, 2011), which were inspired by real events. The books are available from Amazon.com, B&N, and 26,000 online bookstores worldwide. For details, see http://www.theodore-cohen-novels.com.
I am a stay-at-home parent that trades stocks . I began trading stocks a number of years ago when I realized that I had a knack for it. I completely immersed myself in the study of stocks and through that process I have learned how to identify investment ideas and profit from it. Been a trader and investor for 10+ years.
Good luck with your investments and I look forward to all of your comments and suggestions.
I graduated from the University of Toronto with a BComm and am now working on developing a partnering business to help get the word out on disruptive investments. I want my research to provide timely and conclusive investment ideas that intend to deliver attractive yields to investors.
Keep updated with me on Twitter:
I enjoy following and capitalizing on investing opportunities primarily in the tech and healthcare industry. Most of my free time is spent conducting research on small-to-mid cap equities using a combination of fundamental data analysis and technical studies to come to conclusive results. I manage some money that I invest according to the above technique to ripen my exposure to the financial world.
Previously, I spent some time working for a major commercial construction company where I was responsible for running the back office, occasionally overlooking data and logistics. Most of my time was spent in a financial controller capacity.
I write because I believe in sharing my findings and opinions with those interested so they may come to their own conclusions and in turn spark an intelligent and beneficial discussion.
Interested in connecting? Shoot me a message
StockMatusow.com Writers are:
Scott Matusow; Team Leader, owner and founder of StockMatusow.com.
Scott is an independent investor/writer/trader and team leader of StockMatusow.com.
He has have about fifteen years of stock market experience which include trading, investing, and managing his family’s trust as well as his personal account.
Scott has had the most success in trading/investing in smaller cap growth companies. Because Scott is not 'officially trained' in the markets, he see things 'outside the box.' Scott uses his ability to read situations and emotion, charts, times and sales, historical data, and macroeconomic and other market forces to predict stock price movements. Using these allowed for him to completely divest his own and family's money near the top of the market before the 2008 financial crisis.
Scott has his own online talk show which can be heard at www.scottmatusow.com/radio .
During market hours, we engage in talk about Stocks and Politics. After hours, Scott engages in a variety of talk issues from Poker, Sports, Politics, Current Events and whatever the chat room people wish to talk about.
Other places you can follow Scott are:
Kyle Dennis; writer, analyst, trader, website design, and team member of Stockmatusow.com.
Kyle has a Biology degree from the University of California Los Angeles (UCLA) and specializes in trading the biotechnology sector.
Kyle has extensive experience in researching, writing, and editing articles that have been published in scientific journals. He uses these experiences to write and comment about the potential of various biotechnology companies. Kyle specializes in evaluating trial success, drug potential, and market valuations.
As an investor/trader, Kyle likes to focus on chart analysis and investor/trader sentiment to identify good entry and exit points.
Kyle can also be followed at www.twitter.com/kylewdennis @kylewdennis
Michael Kovar; writer, editor, investor, trader and team member of stockmatusow.com
Michael has spent over ten years in financial roles with companies large and small. Recently, he spent time in a consulting role with Thomson Reuters legal headquarters in Eagan, MN. He currently works in an analyst position with a healthcare organization. Since 2011, Michael has worked with Scott Matusow to help research and edit articles for Stockmatusow.com.
Michael can be followed at www.twitter.com/MMK_3399 @MMK_3399
Disclaimer and disclosure: It is probable that the author and his associates have a position in the subject securities consistent with the opinion expressed in this article and they reserve the right to buy and/or sell the securities mentioned in this article, at any time without further notice.
Zorro Trades attempts to utilize fundamental analysis to identify securities and then gain an idea of when to enter said security via technical analysis.
I am business graduate with a professional certification in F&A. I have been associated with the academic field, teaching both short and long courses on Finance and Accounting but my passion is following and writing about good investments.
PropThink is an intelligence service that delivers long and short trading ideas to investors in the healthcare and life sciences sectors. Our Editorial Team is comprised of individuals with a strong background in science, medicine and the business of successfully commercializing therapeutics, medical devices, diagnostics and healthcare services. Our ultimate objective is to leverage the knowledge, experience, and relationships of our contributors to introduce our subscribers to profitable long and short investment opportunities in the healthcare sector.
Successfully trading, and investing in emerging growth healthcare companies is a difficult task. Over 90% of drugs never make it out of the clinic. Huge capital requirements along the way result in highly dilutive equity financings often done on the backs of retail investors. At PropThink, we believe that due diligence is the key to success in this industry. We leverage a combined 50 years of experience in science, medicine, legal, regulatory affairs, finance, and operational industry experience to analyze companies at a highly technical level. This detailed analysis and due diligence process defines our editorial strategy and provides our subscribers a high level of confidence in our research. Our focus is on identifying and analyzing technically-complicated companies and equities that are grossly over or under-valued.
Visit PropThink.com to see all of our coverage and research, and subscribe to our free newsletter to receive reports, articles, and trading alerts.
The Life Sciences Report features leading investment coverage of the life sciences sector, including biotechnology, pharmaceuticals, tools & diagnostics, and medical devices. A Streetwise Reports publication. www.TheLifeSciencesReport.com
I am a small-time writer/blogger who dreams big and enjoys researching and writing about biotechs and pharmaceuticals. My work experiences include food safety, water quality, pesticides, food additives, paints, plastics and pharmaceutical precursors. My focus as of late has been researching the treatment options for many cancers and prevention of their recurrence. Additional recent research has been in the stem cell field, an exciting field in its infancy but now becoming a teenager! My ongoing goal for investors is attempting to find under-the-radar or oversold pharmaceuticals or biotechs for investment potential.