I am a retiree who spends about 1-3 hours a day researching Equities. My retirement is solid enough that my trading account is mainly a hobby separate from my retirement. (I label myself more "Trader" than investor) I also spent a long career in Medicine, with experience running multi-million dollar revenue businesses, so know considerable about the medical field, it's needs and problems. Retired on investments (and Combat Disabilities)at age 46. More than 40 years of investing. I also did Medical Research, so researching is ingrained. Veteran of 27 months in Viet Nam crewing a Medevac Helicopter. Life Member of the Dustoff Association Life member of Military Order of the Purple Heart and AmVets. I also write professionally. . .
I could put on this bio my education, work experience, investment strategy, and a nice thin (if I can find one) picture of me in a suit looking *smart*. Sorry but that's not my intent here. Sure I invest, help family make financial decisions, and make a ton of mistakes along the way. But my time spent here is to give all a formula for a well rounded view of fellow investors ideas and recommendations.
My goal is to have posters and investors educate one another so that eventually everyone has the opportunity to make money !! We should all have that same end game. Put the daily noise aside and think "outside the box" !!
I find investments are very different and difficult in these extremely Interesting Times!! We hear whispers of manipulation. QE'S that have never been done before. Then we have a template experiment in Cyprus to see the worlds reaction. I just ask everyone to sit back and ask themselves " 10 years ago would we even have thought a Cyprus could occur? "
Tossing ideas around is always fun....Authors posting their links on our blog is welcomed as well. Newbies with questions are urged to post. Either you learn from the answers or have asked a question no one has thought of . Either way that is EDUCATING !!
So feel free to join us !!
Individual investors should feel free to message me privately about my real-time subscription service, which is very affordable. That is also included with my short idea product for institutional investors, here on Seeking Alpha.
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I am a former financial communications programmer, turned full-time investor. I began investing in the mid-1990s, looking for a way to achieve early retirement. (A goal in which I have succeeded, if you don't consider full-time investing a job.) I took a scientific, experiment-based approach rather than a studious one. I feel that this approach, combined with my extensive programming work in financial markets and directly with traders has given me uncommon contrarian insight into what really drives market dynamics.
To that end, my articles will center around stocks and their derivatives because that's where I have the most experience (over 20 years). I may occasionally comment on currencies, where I believe I have a sound academic knowledge, but less trading experience.I will always refer to a company by name or some abbreviation thereof. By contrast, I will refer to the stock a company issues by its ticker symbol. I think it can be important to differentiate between the two.
Turk has been a student of the economy and the markets for over 35 years.
Most of his career he was a turnaround CEO. For the past 12 years, he has actively traded his own account. His trading is in stocks, ETF's, interest rate and commodity futures and foreign currencies.
Academic background in accounting; MBA/CPA/JD. Headed a corporate pension fund; served as CFO for insurance company; established title/transactional firm; served as REIT CEO; former professor; served on profit and non-profit boards; currently share management responsibilities for hedge fund; compete in professional golf tournaments. Writing background includes various briefs in federal courts, including US Supreme Court. Currently trying to finish a science fiction novel. Trading experience focused on options and portfolio enhancement. Plans to retire from hedge fund as of December 31st. Future activities will include pro bono assistance to individuals and groups in need of retirement guidance. Looks forward to more time for writing and travel.
I am a busy surgeon with a particular interest in personal finance and investing. My father, a retired financial advisor, taught me discipline and the power of dividends and compound interest. I do not feel it is necessary to employ expensive, self-motivated brokers or managers to invest one's money.
I am an amateur. Love investing ! See it as gambling. It gets me up off the couch in the morning. I'm better at Real Estate. I have a thick skin... I am waiting to have a real winner. Lost out on my gold stocks(at 250$ per ounce settling a divorce. We can't control everything.
I retired as CEO of an Automotive Parts supplier, and manage an investment portfolio for myself and family. I have a BA in History from Royal Military College of Canada and an MBA from the University of Western Ontario. My first career was as a fighter pilot in the RCAF, and, following my MBA I joined McKinsey & Company, Inc. leaving them for Canadian GE. I left CGE as a Vice President in 1984 and founded The Enfield Corporation Limited ("Enfield") which grew from 243 employees in 1984 to over 10,000 in 1989 when Enfield was taken over and I was replaced as CEO. In 1989, I acquired control of Algonquin Mercantile Corporation, renamed Automodular Corporation in the late 1990's when I turned it to focus exclusively on automotive parts sub-assembly. Along the way, Algonquin turned a few ageing drug stores into Pharmx Rexall Drug Stores Ltd., sold to Katz group in 1997 and today a major Canadian drug store chain. I have been a private investor since 1971 both directly and through a private company controlled by myself and members of my family.
O. Young Kwon, NYU Ph.D. in Economics had worked in securities industry for ten years as a Registered Investment Adviser. He taught Macroeconomics (CUNY, Staten Island) and Statistics (Rutgers, Newark).
Prior to his academic career, he was an Economist/Bank Supervisor at the Bank of Korea (the Fed's counterpart). In 2009 he set up the TANER System in order to synthesize performances and relative strengths of 20 ETFs and 40 equities thoroughly. The System captures dynamics of momentum changes of individual securities on the daily basis. The System also builds successfully their momentum trends over time.
He is a conservative investor, targeting on a reasonable investment goal (inflation plus 3%). His investment preference is a relatively long-term (three to twelve months) long-only strategy. He allocates his assets as an auto-pilot portfolios (90%) in Vanguard and TIAA . As the title of his portfolio indicates, any short-term frequent portfolio adjustment is not needed.
The significantly increased market volatility induced mainly by more frequent online trading pattern with ETFs in the recent years, however, forces investors towards somewhat aggressive trading to gain more and lose less. It is a very serious challenge to conservative investors like him. He has traded daily, based on TMs, provided by the TANER System. .
The Daily Market Information (DMI) (7 days a week), The Daily 25ETFRANKS (25R) (M-F), The Daily TANER Momentum (DTM) ETF Model (TEM) (M), The (DTM) Schwab Model (TWM) (T), The (DTM) Rotation Model (TRM) (W), The (DTM) Vanguard Model (TVM) (Th), and The (DTM) Stock Model (TSM) F), and checking “My Portfolios in Seeking Alpha” (P.SCH, P.TD, SCH25, AND TD16 Which are my holding at Schwab a/c, holding at TD a/c, 25 Schwab ETFs, and 16 TD ETFs, respectively) before buying or selling ETFs.
In 1971, he was a visiting Economist (sent by the Bank of Korea) at the NY Fed and the Bank of NY to research long-range planning.
After earning his M.A. in Economics at U-Conn, he studied at NYU under Oskar Morgenstern (Economic History, Game Theory), Wassily Leotief (Input-Output Theory), Fritz Machlup (International Finance and Trade), William J. Baumol (Economic Theory and Operations Analysis), M. Isaq Nadiri (Macroeconomic Theory), and Edward Wolff (Econometric Modelling). He workd on various research projects: The input-Output Framework of the U.S. Economy (Leontief), U.S. Productivity Measurements (Nadiri), Knowledge Distribution (Machlup), Firms, Games, Decisions (Baumol), and U.S. Household Spending and Saving Behavior (Wolff).
His Doctoral Thesis under Machlup (1980): Theory of Foreign Exchange and Economic Policy. In the early 1980s .He, as a Research Associate, researched with Geoffery H. Moore at the Center for International Business Cycle Research (CIBCR) on business cycles, growth cycles, international indicators, composite indexing, and forecast of business conditions and inflation.
I have worked in the tech field for over 15 years in a number of different industries and I actively research and invest in tech stocks for fun and profit.
My main focus is technology trends and my preferred investment strategy is fundamental analysis.
Reducing investment costs can have a major impact on expected returns in your retirement and/or investment portfolio, more so than many people realise. Investing in a fund where the manager is paid big bucks to speculate on individual stocks and market timing (a technique known as "active" management) is not only hit-and-miss in terms of the final results, it is also expensive. Studies show that 7 out of 10 Active managers fail to achieve their remit of beating their index benchmark.
My hobbies are reading, social networking. Finance and math are my favorite subjects.
I am a software engineer in financial services by profession, with formal studies in IT and financial engineering. I have a keen interest in the financial markets and invest with a time horizon of months to years on companies that I feel are undervalued by the market and have a strong potential for growth.
Markos N. Kaminis generated a 23% average annual return on "Strong Buy" stock selections over 5 years and ranked 2nd among a group of 60 analysts in-house as a Senior Equity Analyst over a seven-year period at Standard & Poor's. After proving his value in-house, he was promoted into a special role as an idea generator, supporting the portfolios of institutional clients as well as driving performance within S&P's recommended lists and portfolios. At times, Markos was responsible for up to 10% of the firm's entire "Strong Buy" list and is due a great deal of credit for the group's outstanding performance during his tenure.
Markos followed a group of 30-40 Small and Mid-Cap firms, and was charged with finding new buy and sell candidates across industry sectors. He generated a 23% average annual return over five years on his "Strong Buy" recommendations, and 26% over three years ended 2004. He was ranked 1st of 60 analysts in-house for his "Strong Buy" performance over 4 years (2nd over 5). Markos also authored IPO research and wrote for high-level newsletters, The Outlook, Equity Insights and Emerging Opportunities, as well as for BusinessWeek Online. He represented his firm as an analytical expert commentator for major media, including television, Internet and through quotes and interviews in reputable publications.
Besides predicting the stock market correction of 2015 through a series of prescient reports here in August. (see proof here: http://seekingalpha.com/article/3482226-investor-who-predicted-the-stock-market-correction-offers-an-update ), Markos also advised investors to buy stocks at the bottom of the market in mid-February 2016 and again post-Brexit at the trough, and to buy gold in January 2016 before the commodity started its move higher. While not perfect, over the years, Markos has made countless correct market and security calls for his followers, including forecasting the demise of J.C. Penney on the heralded CEO hire's disruptive plans, the bankruptcies of Washington Mutual and Pilgrim's Pride in the $30 and $20s, respectively, as well as the purchase of Facebook in the mid-$20s when it was considered a pariah post its IPO (today it is a market darling). Markos also warned of the real estate market collapse and the financial crisis in the early days of his blogging.
What I personally want you to know about my plans: After witnessing the worst of Wall Street firsthand and having the ideal vision of my childhood career choice corrupted by reality, I almost switched to full-time charity work at age 40 and still have plans for several non-profit endeavors. The future is somewhat unknown, and I am open to employment offers for portfolio management or other ideas. While continuing to publish regularly, I expect to begin work on several book ideas that I believe are important for business, for our nation and for society.
I may put my stock selection skills, earned through blood, sweat and tears, to better use, and to make my own way. I would like to give investors something rare, a dignified partner who can manage money with integrity and a clear conscience about the degree of due diligence behind investment decisions... someone who cares more about your money than your wife. I hope readers will become followers of my column here & at my blog, so that when our numbers are substantial, we might start an investment fund or two.
Prior to his Wall Street career, Mr. Kaminis spent time in the back-office, as a mutual fund accountant, where he managed for a time the work of two men. Before this, from age 11 to age 25, he worked as a carpenter's apprentice and carpenter with his father, in both commercial and residential projects. Mr. Kaminis has an intimate knowledge of the real estate (undergraduate degree in Real Estate and Finance) and construction market, as well as the restaurant industry.
However, as a generalist stock analyst, he showed the ability to learn any and the most complicated of industries in short time - and he gamed every challenge presented to him. Mr. Kaminis earned his MBA at the Katz Graduate School of Business at the University of Pittsburgh, and his BA at Temple University in Philadelphia. However, Markos has been studying the stock market since age 13, when he determined his career path.
He made his first investment at age 16, and funded much of his undergraduate education with the proceeds of his investing success. Mr. Kaminis continues to keep busy forecasting the economic path and securities market activity. Markos is considering the eventual start-up a long/short capital appreciation hedge fund. Such a fund would limit risk through beta reduction, using a diversification strategy targeting sector & industry and long & short position inclusion. At the same time, Markos' theoretical fund would seek maximum capital appreciation through the exploitation of Mr. Kaminis' inherent economic & market discernment gift and proven stock selection skills.
Mr. Kaminis also has a team of a select few analysts, technicians, strategists and economists that he has been impressed by over the years, which he expects to tap for the project when the time is right. Mr. Kaminis welcomes your interest in such a potential forward effort, and looks forward to discussing his plans with those appropriate and within legal constraints.
Markos toys with very early stage entrepreneurial efforts in the testing of certain business models, all of which he intends to tie to a planned non-profit project serving the most helpless among us. The tie will be that the businesses will give employment opportunity to individuals who would otherwise have difficulty finding gainful employment. It will house and heal the homeless, ex-convicts, those completing rehabilitation efforts for drug and other addictions, and others in need of help.
Markos is currently Directing the widely syndicated blog he founded, "Wall Street Greek," and is writing for other well-known publications besides advancing several big ideas. Markos' column is syndicated across sites like the Boston Globe, Kiplinger Magazine, UPI and other reputable newspaper and TV websites, as well as private networks, Amazon Kindle, iPhone and more. In the past, he has written for RealMoney.com, Motley Fool and others.
Requests to research specific companies are welcome, as we serve our readers. You may contact us via this blog's contact info. Mr. Kaminis welcomes you to follow him here at Seeking Alpha, where he is proud to be a long-time contributor to this strong team of writers. He considers the Seeking Alpha team and management close friends, and for you, people worth knowing and following. Visit his site: Wall Street Greek (http://www.wallstreetgreek.blogspot.com/)
Chris (firstname.lastname@example.org) is an Hon B.Sc graduate (with distinction) in Science and Economics with over 15 years in investing experience. He holds a PMP (Project Management Professional) designation. TipRanks Top 100 Blogger of 2015 (also 2013, 2014). Seeks undervalued, unappreciated value stock ideas. Follows Warren Buffet's mantra: do not lose money. For a better mobile experience on Seeking Alpha click on the top right menu icon on most browsers and select "request desktop site".
Retired Engineer, consults on unusual and/or difficult technical and marketing problems.
Author of the Amazon E-Book "Rich Geeks and Gifts from Greeks"
Intel and Tektronix
DARPA Principal Investigator
Management experience including six startups
High level management training and experience
Long term investor, infrequent trading
MSc Project Management Graduate 2012, PRINCE2 Practitioner, APMP, Winner of APM Scottish Project Challenge 2012, Recipient of Technology Strategy Board start-up Grant 2013. Risk Management Product of the year 2013 with Datatecnics. Risk Management Innovation of the year 2015 with Datatecnics (beating Google!) Specialisms: Projects - especially how they relate to strategy; start-up phase; business case design; Supply Chains Direct message me here or on: LinkedIn: http://www.linkedin.com/in/ABHussain New Twitter account: @AbuB_Hussain
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:)
FROM INSIDE SILICON VALLEY: Sorting the truth or likely truth from the noise is a key attribute of the successful investor. My commentary is a distillation of some of this effort relative to particular stocks and investment areas. My publishing at this point in time is limited to the blogsphere, Stocktwits as a Tweeter (@RobertinGatos), and Seeking Alpha posts as both an author (one article and trying to find time for more) and frequent commentator. I have no doubt that this truth seeking effort has been a great aid in my own efforts to be a successful high tech stock investor, which now goes back over 30 years.
Professionally, I was an Engineering Manager in two pioneering Silicon Valley high technology companies, Intel and Fairchild Semiconductor. Some will recall that Fairchild was formed by the group that William Shockley, co-inventor of the transistor of Bell Labs fame. had brought together at Shockley Labs to commercialize this device. I joined Fairchild Semiconductor R&D Labs in Palo Alto in 1973. It was at the time affectionately called "Fairchild Tech" due to its propensity to create spinoffs including National Semiconductor, AMD and Intel.
I joined Intel in in 1977 as Manager of their Analytical Lab start up and retired from Intel's senior management ranks in 1998. I joined a startup called Metara as a BOD member and ultimately as VP and Chief Technology Officer. I facilitated the generation of 17 automated mass spectrometry patents and became an expert on analytical technology patents as a result. I retired a second time in 2006 due to the fact that Metara ran out of capital before the first product was fully debugged. Venture caps can be fickle people.
Through out this time, I was surrounded by high tech business activity including management and ultimately startup financing. I stayed familiar with the high tech business press throughout this time and attended relevant Silicon Valley events including many Valley technology investment conferences and shareholder meetings beginning well before the Santa Clara Valley area was called Silicon Valley.
My start as a high tech investor occurred in 1981 when my first Intel stock options became exercisable. I used margin to exercise, buy and hold my Intel stock while I added margin to buy companies like MSFT, CSCO, ORCL, JDSU, SUNW and QCOM from the 80's forward. Needless to say the returns were outstanding. I had the luck of being exposed to long term LEAP call investing by a follow Intel manager and used this technique as additional leverage for most of my tech investments since the very beginning.
I used to love to bet against Merrill Lynch'sTom Kurlak who was known as THE Intel analyst of the time. He would make a negative call on Intel that I knew was way off the mark and use this opportunity for entry into my next set of Intel LEAP calls. That taught me to take advantage of Wall Street whenever possible rather than be their victim.
My original investment specialty was tech stocks however I have expanded my expertise in many key sectors. I follow high tech trends and business activity on a daily basis. I have added Financials to this tracking in particular since the bad behavior of the Investment Banks and now regular Banks (derivatives and lending practices) has led to multiple ugly stock market crashes. Notable examples include the crash of 2008 and the 2000 dot.com bubble with more yet to come, at least in the absence of better regulation.
I am a firm believer in understanding the business model, the business fundamentals and competitive environment for any company that I invest in. I look for competent management and high performance financials that demonstrate a strong possibility of on-going earnings and revenue growth. I read CEO pronouncements with my competence and BS detector on high (for example Ballmer pegs both needles - I'll let you guess which end of the scales). Drilling into a company’s financial fundamentals is a downstream step. Excessive debt is a red flag even if it is for so called good reason -- it limits company margins and business options, and can be representative a poofly performing business segment a company is in. I avoid those kinds of businesses in spite of what may be labeled as strong positive cash flow. Debt leads to sluggish earnings growth and limits company flexibility. It can also lead to ugly surprises, stock dilution for example. Technology company stock buybacks leave me cold. If they cannot make more money by growing their own business with the money, they will flatline or worse.
When the opportunity permits, I try to be ready to buy good companies that I believe have been beaten up inappropriately or are under appreciated (the Tom Kurlak example). I also try to buy companies that I know and understand inside and out or work on getting to there if I invest. Fewer companies,
I have been a Registered Financial Advisor and International Wealth Manager Advisor for the last 27 years,(Meaning that I've had special training to serve domestic and International clients as well). About 2 years ago I moved from a large WireHouse to a Regional Independed Financial Firm, where I was told i would be able to serve my clients better, Offer the clients what they really need without having to chose what is best for them or what the Company wants me to sell.. I am a quality stock buyer, I suggest long term hold for my clients; as an example many of my clients hold APPL and they have held it since it was at $700.00, and it's paid off.
HORAN Capital Advisors (http://www.horancapitaladvisors.com) is an SEC registered investment advisor that manages investment portfolios for individuals and institutions. Our firm utilizes a disciplined investing approach that should create wealth for our clients over time. Our investment bias is to invest in companies that generate a steady return over time, i.e., singles and doubles. This singles and doubles approach tends to lead to investments in higher quality dividend growth/cash flow growth companies. On the other hand, there are times when a company's stock price seems to be trading below its fair valuation. Short term gains are possible in these situations. I have been managing investment portfolios for individuals and institutions for over fifteen years and believe investing is like running a marathon and not a sprint. Taking the road less traveled, more often than not, leads to higher returns. Visit: The Blog of HORAN Capital Advisors at (http://disciplinedinvesting.blogspot.com/)
I am a retiree who spends about 1-3 hours a day researching Equities. My retirement is solid enough that my trading account is mainly a hobby separate from my retirement. (I label myself more "Trader" than investor) I also spent a long career in Medicine, with experience running multi-million dollar revenue businesses, so know considerable about the medical field, it's needs and problems. Retired on investments (and Combat Disabilities)at age 46. More than 40 years of investing. I also did Medical Research, so researching is ingrained.
Veteran of 27 months in Viet Nam crewing a Medevac Helicopter.
Life Member of the Dustoff Association
Life member of Military Order of the Purple Heart and AmVets.
I also write professionally.
I buy established, good companies with strong management, solid balance sheets, free cash flow, growing earnings, and increasing dividends. This is a long strategy, which buys value situations, combining the fundamentals of Growth at a Reasonable Price, with Dividend Growth Investing. This style has been coined as "I-GARP" by Clay King.
To further reduce my risk and enhance my returns, I enter positions by selling puts, also known as short puts. I practice Teddi Knight's strategy of using option premium capital to build positions, and use technical analysis, (Bollilnger Bands, 10-20-30 moving averages, and earnings misses) to enter trades, as practiced by Teddi and Dr. Samir Elias.
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
Just an average investor... primarily in American equity and bonds.
(Important Note: My articles, blogs, comments, reference links and messages are not intended to be investment advisements; or to value securities. Examples and considerations are hypothetical and educational. Please consult a financial advisor before making investments in any security. Thank you for reading!)