I am an individual investor. My focus now is on growth and income. I have been investing in individual stocks since 1999. I have been in mutual funds since 1992. I plan on leaving the daily workforce grind within 10 years and am hyper-focused on positioning my portfolio to generate the cash flow I need.
I write for Seeking Alpha to transfer the investment ideas and concepts cluttered in my head onto (digital) paper. This helps me evaluate future investment ideas (and reiterate current holdings) with much more clarity, while also subjecting them to public scrutiny.
I'm also currently a CFA candidate (testing level II). I passed the level 1 exam in June 2015.
I am a part-time investor and student. While pursuing a finance and information systems major with a concentration in business analytics at the University of Maryland, I design applications to automate operations for the UMD Student Government Committee on Financial Affairs, and the Planning Office of the Massachusetts Department of Transportation. As Vice President of Alpha Tau Omega - EG, I manage the internal affairs of the chapter.
Macro Investor | Mid/Long Term Horizon | US Equities, Commodities and Fixed Income | English, Dutch & German | Main Goal: Deliver the 1% of Global Data Needed To Make Money | Education | Ask Me Anything: email@example.com |
What to expect from my articles: I write mainly about my basic set of economic indicators that give a solid outlook about the economy. I then discuss trades that fit to the mid/long term outlook.
Jesse has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Today he works with a select group of clients at Felder & Company, LLC in Bend, Oregon and publishes The Felder Report.
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, sustainability, and personal objectives. While the past may be instructive, Aloisi cautions on over reliance.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi voluntarily serves as VP of his local school board.
Andy Hecht is a sought-after commodity and futures trader, an options expert and analyst. He spent nearly 35 years on Wall Street, including two decades on the trading desk of Phillip Brothers, which became Salomon Brothers and ultimately part of Citigroup.
Over the past two decades, he has researched, structured and executed some of the largest trades ever made, involving massive quantities of precious metals and bulk commodities.
Andy understands the market in a way many traders can’t imagine. He’s booked vessels, armored cars, and trains to transport and store a broad range of commodities. And he’s worked directly with The United Nations and the legendary trading group Phibro.
Today, Andy remains in close contact with sources around the world and his network of traders.
“I have a vast Rolodex of information in my head… so many bull and bear markets. When something happens, I don’t have to think. I just react. History does tend to repeat itself over and over.”
His friends and mentors include highly regarded energy and precious metals traders, supply line specialists and international shipping companies that give him vast insight into the market.
Andy’s writing and analysis are on many market-based websites including CQG. Andy lectures at colleges and Universities. He also contributes to Traders Magazine. He consults for companies involved in producing and consuming commodities. Andy's biweekly radio show, The Commodities Hour with Andy Hecht, can be heard on Tuesdays and Thursdays from 5-6 PM EST on www.tfnn.com. Andy’s first book How to Make Money with Commodities, published by McGraw-Hill was released in 2013 and has received excellent reviews. Andy held a Series 3 and Series 30 license from the National Futures Association and a collaborator and strategist with hedge funds. Andy is the commodity expert for the website about.com and blogs on his own site technomentals.com.
I have recently left my job as a Financial Credit Analyst at one of the Big-4 US banks to venture off on my own to start an Investment Management firm called Stockmeister Capital. Stockmeister Capital will manage investments funds for both Qualified and Non-Qualified investors.
My investment style is heavily influenced by Warren Buffett and nearly all of my investment ideas revolve around a monopolistic business. I look for companies with strong business models, significantly undervalued earnings power, predictable earnings, and a long runway for future growth.
I also like watching/playing sports, hunting for antique books or historical items, and playing card or board games.
Best tech/finance blogger on TipRanks. You can also follow Alex Cho on Twitter and WhoTrades.
Similar to how you tip your waiter/waitress for great service, you may also tip me when you find my research useful.
An investor focusing on identifying true growth companies sold at discounted price compared to its long-term value. I came from the old value investing school 10 years ago. Gradually, I learned the hard way as Buffett did. Business landscape outweighs financial numbers. Never look at stocks with a rear mirror. Past financial numbers only show the past. What matters is the future. Past numbers can be manipulated or overstretched by management. Traditional value stocks even with good margin of safety can also be very dangerous.
I also believe there are many ways to lead to investment success. However, I only use the way I feel happy to use. Looking at charts everyday may make some people rich. For me, it makes me unhappy even though it may make me richer. The way I like to use is to put a company in a competition landscape and estimate the earnings/free cash flows for at least 10 years and discount the earnings/free cash flows. I believe a company's real value is ultimately determined by its long-term earning potential. Some short-term changes will alter a company's long-term potential while some short-terms changes will not. The short-term changes can refer to both positive and negative changes.
Founder of stockoptionsdad.com - a venue created to share investing ideas and strategies with an emphasis on options trading. My aim is to empower investors and traders alike to leverage options trading as part of an overall investment strategy. I am a leading author and contributor on several crowdsourced financial websites, namely Seeking Alpha and INO.com. I cover a broad range of investment strategies; currency hedging, value, growth, options and dividend investing. I also cover long-term wealth creating strategies such as leveraging 401ks, Roth IRAs, 529 College Accounts and Health Savings Accounts (HSAs) to augment one's long-term investment approach. My area of emphasis is geared towards the overall healthcare industry (i.e. biotechnology, health insurers, large pharma, pharmacy benefit managers and pharmaceutical wholesalers) highlighting sector trends, political backdrop/current events, key developments and mergers and acquisitions. I am a biotechnology professional with a diverse scientific background and detailed knowledge in many therapeutic areas such as monoclonal antibodies and immunotherapies. I have a deep understanding of the clinical and regulatory aspects with respect to drug development and drug approvals. I have a personal interest in finance, investing and specifically options trading. My investment strategy is long-term/retirement oriented while exploring avenues to maximize wealth in retirement. My analyses are focused on individual stocks, sector trends and niche opportunities such as options trading.
Project Management Certification in Biotechnology
Masters of Science in Molecular and Cellular Biology
Bachelor of Science in Biological Sciences
Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A. Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary. Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications. "One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher. Identifying these opportunities has generated shareholders and investors thousands of percentage points in aggregate and is something I’m often recognized by paying subscribers for."
I'm the lead investment research analyst for income and dividend investing at Investors Alley, an independent investment research service. My primary role is editor of several investment advisories bringing deep dive research and actionable income and dividend investment recommendations to investors. These advisories include The Dividend Hunter, 30 Day Dividends, and Tax-Smart Income Hunter.
Prior to joining Investors Alley, I was a stock broker, a Certified Financial Planner, and an F-16 fighter pilot and flight instructor with the United States Air Force. In addition to my primary duty of flying the F-16 to defend our nation's skies I was an instructor in the F-16 Flying Falcon as well as the OV-10 Bronco. During my time in the service I was stationed at various military locations in including Osan AB, Korea, Patrick AFB, Florida, and Nellis AFB in Las Vegas. I graduated from the United States Air Force Academy with a degree in mathematics.
It was during those years when I was a Certified Financial Planner and helping families and individuals plan their finances and make wise investment decisions that found my second passion in life: investment research. (Flying was and still is my first.)
My area of specialty is evaluating income generating investments to find the combination of sustainable and growing dividends, special dividend opportunities, and share price appreciation driven by management's commitment to dividend growth. I have a particular emphasis on master limited partnerships, business development corporations, and real estate investment trusts.
I've previously written for USA Today, The Motley Fool, eHow, SFGate, Chron.com, Wikinvest.com, Moneynews.com, iStockAnalyst, among others, and have contributed vast firsthand research to a major provider of data on master limited partnerships, another area of extreme interest to me. Along with my duties with Investors Alley I'm a regular contributor to Seeking Alpha.
In addition to the articles posted here on Seeking Alpha you can find my investment analysis on the Investors Alley website and the weekly newsletter, The Market Cap.
Reuben Gregg Brewer spent about 15 years at world renowned Value Line, the Publisher of The Value Line Investment Survey. During this time he worked in various facets of the company's research efforts, including equities, mutual funds, convertibles, and options. For six years, he directed all of the company's research efforts as Value Line's Executive Director of Research. Today he writes about the things that interest him.
I am a former hedge fund portfolio manager that trades for my own personal account. I espouse Graham and Dodd/Buffett style investing, always on the lookout for value equities or bonds. A graduate of Northwestern's Kellogg School of Management, I lived in NYC for a decade before relocating with my family to the Charlotte, NC area in 2007.
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
BS in Economics, MA in Public Policy (International Economic Policy). J is a well-known voice in the global shipping community, with unparalleled investment results and a penchant for activist investing.
Mintzmyer founded Value Investor's Edge, a top-ranked deep value research service in May 2015, with the goal of establishing a top-tier community of deep value investors and activists. Value Investor's Edge subscribers leverage exclusive in-depth analytic reports and community investment experience to discover disconnects in global shipping and a variety of other beaten down sectors.
TipRanks.com ranked Mintzmyer’s performance in the top 3% of all global analysts at the end of 2015 for his 2-year investment performance. While compiling his research, Mintzmyer has interviewed numerous management teams at public maritime firms, and has worked with a multitude of investors. His exclusive analysis has received numerous 'Top Idea,' 'Must Read,' and 'Small Cap Insight' awards.
J is a CFA candidate and investment enthusiast who utilizes Seeking Alpha to provide an open exchange of both trading and investment ideas. Masters in Public Policy, with focus on International Security & Economic Policy from the University of Maryland, College Park. Distinguished Graduate of the United States Air Force Academy with a B.S. in Economics. President of Mintzmyer Investments LLC, a financial services company specializing in equity research and hedge fund advisory.
Extensive background in financial analysis, equity research, accounting, portfolio management, and customized asset allocation through nearly a decade of formalized education, personal studies, and practical experience. Avid reader of business/investments and biographies.
Legal Disclaimer: Any related contributions to Seeking Alpha, or elsewhere on the web, are to be construed as personal opinion only and do NOT constitute investment advice. An investor should always conduct personal due diligence before initiating a position. Provided articles and comments should NEVER be construed as official business recommendations. In efforts to keep full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. The majority of trades are reported live on Twitter, but this cannot be guaranteed due to technical constraints.
My premium service is a research and opinion subscription. No personalized investment advice will ever be given. I am not registered as an investment adviser, nor do I have any plans to pursue this path. No statements should be construed as anything but opinion, and the liability of all investment decisions reside with the individual. Although I do my utmost to procure high quality information, investors should always do their own due diligence and fact check all research prior to making any investment decisions. Any direct engagements with readers should always be viewed as hypothetical examples or simple exchanges of opinion as nothing is ever classified as “advice” in any sense of the word.
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios.
My curent portfolio is available here:
I believe that everyone needs a portfolio business plan.
Here's a copy of ours:: http://seekingalpha.com/article/2426965-our-retirement-portfolio-business-plan-legacy-edition-part-two
A list of Dividend Growth Safety Superstars for the past decade is available here: http://seekingalpha.com/article/2255863-a-review-of-the-dividend-safety-superstars
The Atlanta Fed's macroblog provides commentary on economic topics including monetary policy, macroeconomic developments, financial issues and Southeast regional trends. Authors for macroblog are Dave Altig and other Atlanta Fed economists.
In my professional life I am a senior equity analyst. In this role I am responsible for analyzing European listed companies and their peers on strategy and financial performance. In addition, I execute research in the field of finance and investing. I am especially interested in (back) testing the risk and rewards of value strategies.
I have completed several Master programs in the field of economics and finance, and I am a Certified European Financial Analyst (CEFA, this is the European equivalent of the CFA). Although I learned a lot and these studies form the basis of my knowledge and skills, many of the subjects were quite theoretical and not of much use for investing in practice (I had to learn the Greek alphabet to grasp all the unnecessary complicated math formulas…).
However, in one program at Columbia Business School (Value Investing) I learned about the simplicity and power of the value approach (invented by Benjamin Graham and further developed by Warren Buffett/Bruce Greenwald). So in my articles I will usually use the value approach to describe what I see as attractive or unattractive investments.
Personally I have been investing in equities for over 15 years and I focus primarily on value stocks that are listed in Europe.
I graduated with honors with a Bachelors of Science in Mechanical Engineering from Virginia Tech. Later on I graduated with honors with an MBA from the University of Pittsburgh. I've been a Licensed Professional Engineer (P.E.) for the state of Pennsylvania since 2012.
Previous professional work experience includes working for the nuclear power industry as an engineer and as a former writer for The Motley Fool. I currently support the federal government as a professional engineer.
As an experienced investor for over a decade, I try to show that investing is not only for the pros. I believe investors should look at the big picture in their investments and try to keep things simple by following 3 main goals:
1) Know what you are investing in well-beyond the ticker symbol or company name.
2) Never put all your eggs in one basket no matter how good you think the investment is.
3) Never lose on any investment ever by maximizing money management, dollar cost averaging, and by not being too greedy.
You can follow me on Twitter at https://twitter.com/mikecart1
You can also check out some of my previous articles at The Motley Fool at http://www.fool.com/author/2665/index.aspx
Motto: I invest in undervalued (i.e. cheap) well-established companies trading at a below market multiple.
The companies that I invest in are large stable companies with proven track records. My goal is the highest total return possible with the least amount of risk.
Professional Background: I am a healthcare practitioner with extensive experience in the pharmaceutical sector. I have a passion for investing honed over the past twenty years through various market cycles.
Ranked #18 overall blogger by TipRanks for 2014.
University of Virginia, class of 2011 B.A. English
I am a young investor focused primarily on dividend growth stocks. Seeking Alpha, and more specifically, the dividend and income community that exists here, has played a significant role in my development as a portfolio manager. I am not a professional, though I do manage my family's finances. I enjoy the process; the research, the decision making, the strategic planning...and not paying a financial adviser to do the work for me. I've built what I believe to be a conservative, diverse, and balanced dividend growth portfolio currently consisting of 48 positions. Thus far, I've been able to meet by goals from income, income growth, and capital appreciation standpoints. I use a wide variety of metrics, both fundamental and technical, when establishing fair value when doing my due diligence on an individual company. All of my methods are discussed in my work here. I hope this work inspires debate, conversation, and education - this is why I write for Seeking Alpha, to give back to the community that has helped me so much and to hopefully contribute, in some way...even if its by posing a question, to the growth of others.
Lastly, I began doing this in early 2015 and I plan on continuing to do so: I donate as much of the earnings that I get from SA on a monthly basis to various charities. Depending on how active I am writing each month, and what sort of side projects I have going on at the farm my wife and I recently purchased, the amount donated each month differs. However, I am pleased to be able to give back - I think its important to stay grounded and gracious when focusing so much on finances and these monthly donations help me not to lose sight of generosity.
*I should note that all articles that I write here are done so for my personal informational/educational purposes only. Any purchases that I make or opinions that I express are not meant as recommendations for anyone else. Please perform your own due diligence before following my lead into or out of a position. I am not a professional. I enjoy investing and the open discussion that articles on this site inspire - this is why I write, not to influence anyone else's decisions, but to enhance my own ability to make sound financial choices. That being said, I wish the best of luck to everyone. May we all meet our own financial goals.
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.
Contributing columnist for Real Money and TheStreet.com. BA in History from Bemidji State in Minnesota. I went on to learn Chinese at National Taiwan University in Taipei.
I worked in mortgage sales at Countrywide and Bank of America until 2010 when I decided to relocate to Taiwan.
I'm a well-informed retail investor and post on SA in order to expose my thought process to critical examination and comment from readers. It makes me a better investor.
I'm particularly proud of bullish macro articles posted in 2009 and later, in which I presented ideas that encouraged me to invest very profitably in a rising market. I also did articles on individual stocks, many of which contained insights not available elsewhere. Finally, I wrote a number of thoughtful articles critical of financialism and the lack of ethics on Wall Street.
I do not post for compensation, as I am concerned that editorial policy encourages and pays a premium for articles that invite the reader to speculate on the short term movements of microcaps, penny stocks, and controversial issues. The best way for me to monetize my insights is to invest accordingly.
As a retail investor, I don't give investment advice. I write about what I'm investing in, and the thought process involved in decision making and stock selection. Hopefully some of what I write is of benefit to others, by sharing my experience as I interpret it and helping them improve their investment thinking and process.
Retired, late 50's
Hold CFP designation. Passed CFP exam Nov 2000
Author of "IRA: A Quck Reference Guide". Available on Amazon as an e-book.
Author of "Retirement Investing for INCOME ONLY: How to invest for relaible income in Retirement ONLY from Dividends"
I first started buying stocks in high school. While I knew generally how the stock market worked then, I didn't learn what real investing was until much later. I started a career in finance and worked there for several years. I have also worked as a research analyst at a hedge fund. However, it wasn't until I started doing research, analysis and due diligence on investment opportunities on my own and also reading the great work of the investment masters that I became really passionate about investing, with an special interest in value investing.
Most people follow the path of least resistance making poor dietary and health choices. People also spend their discretionary income and credit on retail, shiny computer gadgets, smartphones, and cable TV instead of on retirement savings. One can profit from this behavior by buying stock in companies that support other people's bad decisions.
I focus on investing long-term in high-quality, dividend-paying companies that tap into poor lifestyle choices across the economic spectrum.
I'm long on companies like Coca-Cola (sugar water), Kraft, and Mondelez (pre-packaged junk food), Altria and Philip Morris, Int (smokers), Abbott and AbbVie (drugs and equipment to treat poor lifestyle choices), Intel (computer chips to support shiny gadgets & now mobile phones too), Disney and Comcast for entertainment, internet and cable, and of course who can forget booze (Diageo) and lattes (Starbucks).
And since most people don't have a lot of money saved, one can profit from stores that sell cheap clothing (TJX Companies), banks to lend them money (Wells Fargo), and energy to move them about and heat their homes (Williams Companies and Chevron).
My complete portfolio currently consists of the following stocks:
AbbVie Inc (ABBV)
Abbott Laboratories (ABT)
Chevron Corporation (CVX)
Diageo Plc (DEO)
Emerson Electric Co (EMR)
Gramercy Properties Trust (GPT)
The Home Depot (HD)
Intel Corporation (INTC)
The Coca-Cola Company (KO)
The Kraft Heinz Company (KHC)
McCormick & Company (MKC)
Mondelez International Inc (MDLZ)
Altria Group Inc (MO)
Norfolk Southern Company (NSC)
Proctor & Gamble (PG)
The TJX Companies, Inc. (TJX)
Union Pacific Corporation (UNP)
The Walt Disney Company (DIS)
Wells Fargo & Co (WFC)
Williams Companies (WMB)