An independent analyst and private investor. Based in Warsaw, Poland (Europe). Professional experience comprises about 20 years in a number of financial and industrial companies. Fan of the Austrian School of Economics.
Blog: Simple Digressions (daily analysis of the precious metals market; general investment issues; sometimes articles on demand of my readers).
Marin Katusa, who works with Casey Research (http://www.caseyresearch.com/), is an accomplished investment analyst who specializes in the junior resource sector. He left a successful teaching career to pursue analyzing and investing in junior resource companies. In addition, he is a member of the Vancouver Angel Forum where he and his colleagues evaluate early seed investment opportunities. Marin also manages a portfolio of international real estate projects. Using advanced mathematical skills, he has created a diagnostic resource market tool that analyzes and compares hundreds of investment variables. Through his own investments, Marin has established a network of relationships with many of the key players in the junior resource sector in Vancouver. Marin has the connections, the mathematical and analytical acumen to bring the best investment ideas and most promising Private Placement offerings to Casey Research subscribers.
Avi Gilburt is a lawyer and accountant by training. He formerly was a partner and National Director at a national firm.
Mr. Gilburt is also the Managing Member of Gilburt Financial Services, LLC, which provides:
- Financial market analysis to the public through ElliottWaveTrader.net;
- Elliott Wave market analysis to institutional clients;
- Specific stock analysis to retail clients; and
- Webinars and personal coaching on Elliott Wave analysis.
He is also the Managing Member of the of the consulting firm of Gilburt & Associates, LLC, which specializes in transaction structuring and tax services.
I have been a successful Private Investor in the market for the last 18 years. My focus was mostly on the Tech/Internet sector when I started, but 13-14 years ago I became extremely interested in the Gold and Silver sector as I anticipated a major bull run. My in-depth research on gold and silver companies began during 2003 or so, and it has been a consistent passion since that time. I'm familiar with their stories, their stock patterns, their highs and lows, their operations/projects, their successes and failures, their management teams and turnover at the top, and all other facets of these precious metal companies. This sector has been my singular focus since I started writing on Seeking Alpha back in 2014, as I anticipated that gold and silver would soon be bottoming out and a massive bull market would unfold. I still follow the tech/internet space and I plan to eventually jump back into that sector (2009 was a very profitable year for me as bought tech at the lows), but it's not where my attention is at the moment as I see much better opportunities in gold and silver. I believe in buying value, and not chasing the next hot stock. I use several basic investing principles, the main one being buying the balance sheet. I wait for opportunities to present themselves and then establish positions. I believe in doing your homework, and I have a very research intensive focus.
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.
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Retired Pharmacist. Call me Rose. Nose= Knows enough to know I need to keep learning and keeping a great dividend paying nest egg growing upwards.
My 82 stock portfolio is listed here by sector, largest holding by value is listed first.
Consumer Defensive (14): KO, PM, GIS, MO, TGT, KMB, CVS, DEO, PG, PEP, MDLZ, CL, KHC, UL. RAI
Consumer Cyclical (8): MCD, SBUX, GPC, NKE, HAS, MAT, VFC, HD
Healthcare (5): JNJ, ABBV, AMGN, CAH, BDX
Healthcare eREITs (6) : OHI, VTR, HCN, NHI, CCP, HCP.
Energy (4): XOM, CVX, OXY, VLO,
Tech (3): AAPL, ADP, CSCO
Industrial(8): BA, UNP, MMM, CMI, CAT, GWW, NSC, LMT.
Financial (8): NRZ, ARI,, LADR (mREITs) TROW, MA, V, WFC, MET
eReits (9): WPC, DLR, O, CLDT, STAG, STWD, LXP, UBA, SNR (small)
BDCs (5): ARCC, MAIN, PNNT, HTGC, NEWT (small) GAIN
Telecom (2): VZ and T
Utility (9): SO, D, XEL, MGEE, WEC, DNP, LNT, CNP, FE
DNP is a CEF which predominately holds Utilities.
Over the last decade, Marin Katusa has worked directly with and financed many companies of well-known individuals in the resource industry and has become one of the most trusted and well connected dealmakers in the junior resource sector.
‘One of the most trusted and well connected dealmakers in the junior resource sector.’
During this time, he has become one of the most successful portfolio managers in the resource sector, such as his 2009 Fund Partnership (KC50 Fund, LLC) which has outperformed the comparable index, the TSX-V by over 600%.
Due to the current opportunities in the beaten down resource sector, Marin has decided to focus on maximizing the investment opportunities he see’s available in the current resource sector.
Marin will continue to provide his well sought after research reports and original ideas that thousands of investors and speculators have followed over the last decade. He is also the author of a New York Times Bestseller. All of this and more will be provided on this website (www.katusaresearch.com).
Computer Scientist - all SA proceeds (which are reasonable but don't amount to minimum wage in my case) are left as tips to helpful waitstaff at dives and mom & pops across the country.
You can follow me on Twitter and StockTwits, just search Nathan Buehler.
I have always had a passion for finance and investing. I enjoy and appreciate engaging with like minded individuals that inspire me to think beyond what is generally accepted. My investment experience spans almost ten years. The bulk of my knowledge has come from independent observation, research, patience, and perseverance. Most of my strategy is geared towards long term outlook with focuses on short term events or situations that create attractive opportunities.
I hope the articles presented here help you in your investment decisions. I value our discussions and look forward to professional dialogues. If I can ever help you with anything please contact me. Know you are always going to get a straight answer. If I don't know the answer I will either research it for you or tell you I don't know.
During the school year there may be a delay in my responses. Keep the feedback coming!
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Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.
For the past 30 years, I have been involved in startups, as a founder, and active investor. My first company was purchased by Johnson & Johnson, which set the foundation for future investments.
My level of trading escalated after graduating from college, primarily as a result of my relationship with the founder of the Silicon Valley venture capital firm, Institutional Venture Partners, (Netflix, Twitter, Oracle). By focusing on VC backed companies, I soon learned the advantage of investing in promising companies before they became household names. My interest in startups has never waned, and has become my primary focus today.
Harry Long is the inventor of Hedged Contango Capture and Hedged Convexity Capture and is the Managing Partner of ZOMMA, the world's most innovative strategy index creator.
Mr. Long is a globally recognized expert on the research and development of quantitative investment strategies. The ZOMMA IP portfolio of strategy indices is sought after by asset management firms, investment banks, hedge funds, principal trading organizations, index providers, ETP sponsors, and private equity firms to help them develop and deploy active manager-crushing quantitative investment strategies.
ZOMMA helps investors create long term value by replacing reckless emotional decision making with cutting-edge technology based upon objective evidence.
Mr. Long is a graduate of Rice University with a B.A. in Economics.
Note: Due to the sheer number of requests for bespoke quant strategies, research projects, and quant consulting services, we have instituted the following pricing for the non-exclusive licensing of our algorithms to institutions:
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This Dubai-like pricing is necessary, because we can't freely give answers to tough problems which we have dedicated massive R&D capital to solving. World-class statistical talent is hugely expensive, valuable, and rare. Our clients recognize that outsourcing quant work to our firm and paying our fees represent a huge cost savings over hiring full time employees, and usually results in a far more profitable, turn-key solution.
solar/battery like to think expert far from it though/but look what the inventor ovshinsky has done/nimh battery beating the pants off of lithium in the car marketplace-ask toyota vis a vie prius family/solar went bust works just fine under ALL CONDITIONS which others have issues with/one would think with samsung-intel-micron-ibm through either quimonda/elpida/hynix they would know a bit more then some of the SELF PROCLAIMED EXPERTS commenting here. I guess perception is reality and many out there for whatever reason are LEGENDS IN THEIR OWN MINDS. The author of this article has diagnosed a very very throny case.
I am a highly trained professional equity analyst. My specialty is finding companies with excellent ratios of risk to reward. Before going independent, I was the head analyst at a boutique Israeli hedge fund. Today I am a consultant to several multibillion-dollar firms. I have covered many sectors, including technology, solar and semiconductors. I have learned to connect the dots and discern how forces in these various industries will affect individual companies. I am a big believer in analyzing investments from the top down. This means identifying themes and trends that can reveal where industries and individual companies will be in the future. There are no magic formulas for this process, just a lot of hard work. After I've found a company, analyzed it and concluded its value, then it is just like a poker game with endless cards. All we have to do is sit and wait for the next card to reveal itself and adjust our thesis accordingly. Once we find the true value of a company, we must ignore day-to-day market chaos. If we have done our research properly, we do not need to worry if the Dow goes up or down a particular day, week or month. Peter Lynch, Ben Graham and Phillip Fisher are my biggest influences. I encourage anyone who wishes to learn more about the market to read any of their books.
My background is in governance, valuation, and accounting.
I try to look at stocks as the sum of contractual rights provided by domicile and certificate of incorporation, and am always cautious about the potential for management or controller overreach.
I also spend a lot of time thinking about the limitations of accounting in presenting reality. I'm especially interested in the application of GAAP to make a company a more or less attractive prospect for investment than it actually is.
I'm primarily interested in long-only equities. I try to avoid announced M&A as I no longer like the risk distributions, but M&A will occasionally find me, when a security I own is involved in a control transaction.
I've been a securities analyst, both in and out of large institutions, for a number of years and I hope to continue to do this for the rest of my lifetime.
Founder of the school of Nouveau Shamanic Security Analysis (NSSA).
"He is no longer an analyst"
--- Sean Penn, 1999
"For he is the Kwisatz Haderach"
-- Alia Atreides, Dune, 1985
"He may have been asleep, but that was before you dropped a f*cking plane on his head and woke him up."
--Didi Giancano, Heaven's Prisoners, 1996
It is very hard or impossible to time the broad market consistently — there are no famous investors that got rich by consistently knowing what the broad market would do next. This only makes sense, as there are just too many variables in the broad market. But there are many famous investors who got rich analyzing individual securities, and this is where you should put your focus. You can get an edge in individual securities. Joe Springer was the number 1 ranked stock analyst in the world by tipranks.com, and on most days is still ranked in the top 5%. Joe is a Certified Technical Trainer, and enjoys teaching about the stock market as well as managing portfolios. If you would like to follow Joe on Twitter, his handle is @JoeSpringer.
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.
Suhail Capital Management is a Cayman Domiciled Private Investment Firm. We focus on event driven long/short opportunities in what we believe to be seriously mispriced global listed securities.
I have retired from a 35 years career in the semiconductor industry. I now have the time to do the deep research necessary for successful investing.
I freely provide investment information for friends and family.
I am a member of MENSA, which means precisely nothing except I wake up in the middle of the night doing pointless math problems in my head:)
I've been in investment management since 1990, currently as the money manager for Worm 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.
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 am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
Analyst and Fund Manager with almost 20 years investment experience. Coverage includes a variety of industries, with a focus on technology.
Particularly focused on value stocks, poorly understood or under-followed situations, and contrarian perspectives.
Primarily invest in special situations with value that is poorly understood or not fully appreciated, or where we believe there is a highly asymetric risk/reward profile. Also look for long/short ideas in mid/larger cap names where we believe we have a variant view, and the market is dramatically mispricing value.
Follow me on Twitter @valinsights