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Benjamin is the founder of ModernGraham.com, a website devoted to the study and modernization of the teachings of Benjamin Graham. Benjamin graduated cum laude with a J.D. and Certificate in Taxation from DePaul University College of Law, and a B.S. in Finance (Honors) from DePaul University College of Commerce.
Articles posted on Seeking Alpha are a sample of the articles posted on ModernGraham.com. Please visit the website for more ModernGraham content.
Ernie Zerenner, co-founder of PowerOptions, has been an active stock trader for over 40 years and an avid options trader for more than 20 years. Each Saturday he would look in the newspaper to find options with the best return Covered Calls. This process would literally take hours. First he had to find the stocks that looked promising. Second, he had to find the best options. Finally, he had to do calculations to determine the best returns.
Ernie thought, "There has to be a better way." In 1997, a colleague and Ernie had an idea - Why not use the power of the Internet to gather the data and use computers to do the calculations. We built a web site to do just that. Ernie used the site to find the best options instead of using the newspaper. Ernie was so excited that he showed it to fellow traders and let them use it also.
It was so successful that he decided to open the web site up to the public...and PowerOptions was born.
Since 1997, PowerOptions has built a winning team to support and continue development of the tools and strategies offered. PowerOptions now includes over 150 pages in its award winning web site and cover 23 of the most popular option strategies. PowerOptions has been reviewed and acclaimed by many in the industry: Forbes, AAII, Active Trader Magazine, New York Post, and Nightly Business Report to name a few.
PowerOptions is so innovative, the US Patent and Trade Office issued us patents in 1997 and 2007.
By 2000, we took over operation of OptionFind.com, a site that has similar options search engine capabilities.
Many of our subscribers told us that they loved the system, but had trouble finding the time to do their own options research. They suggested that we offer an advisory newsletter service. We released such a service under the name PowerOptionsApplied.com in 2005. This service uses our expertise and patented tools to search out, publish, and manage what we feel are great option trades. We offer Covered Calls, Diagonal Spreads and Iron Condors so far, more of your favorite strategies to come.
Also in 2005, we released our first publication in the options education arena. Covered Calls: Aggressive Strategy for the Conservative Investor is a self-study course. It includes a DVD, 130 page book, and a workbook to help beginning option traders learn the basics of the most popular option trading strategy: Covered Calls. The course also includes 2 free months of the PowerOptions online subscription service.
In 2008, we released our second and third publications to compliment our self-study covered calls kit... Naked Puts: Power Strategies for Consistent Profits is a beginner level text that illustrates the details of using cash secured puts to acquire stock at a discount and generate income. It covers the basics of the strategy from understanding the theory, entering a new trade and covers all the way through trade management.
Protective Option Strategies: Married Puts and Collars covers reliable strategies to generate consistent income and provide insurance, especially during times of financial crisis and uncertainty. Topics of discussion include tips on entering protective strategies and the theories behind them, as well as selecting the right stocks and proper protective combinations for investing in today's volatile market.
Also in 2008, we purchased the rights to the RadioActive Trading methodology. This investing methodology is just one strategy that options investors can use, but trading "RadioActively" gives investors a great chance of making money and keeping their capital while they do it. The RadioActiveTrading.com site offers plenty of educational materials to get any investor with any experience level into options trading with the ammunition he needs to be successful. After learning the methodology, investors can implement the trading style themselves with the help of the PowerOptions tools, or look over the shoulder of the RadioActive trading staff as they pick and publish trades to the FISSION advisory newsletter subscribers.
Most recently, in 2010, we published our fourth educational text. Iron Condor: Neutral Strategy for Uncommon Profit. The concepts, ideas, rules-of-thumb and real-world examples presented in the text have been gleaned from the PowerOptionsApplied newsletter's successful trading of the strategy. Readers can take the lessons learned by the PowerOptionsApplied newsletter and repeat the good and forgo the bad in order to profitably invest using the Iron Condor strategy. This text presents real-world examples, real-world profits and real-world mistakes, the concept of optimally trading Iron Condors by balancing risk, reward, volatility, stop-losses and other parameters to achieve the best results from trading the strategy.
Ernie and his staff are active investors; they use the PowerOptions tools and research every day. The company's staff is personally committed to providing you with quality service and an exceptional value.
Please feel free to contact us with any suggestions or problems that you may have.
If you are inside the continental US, our toll-free phone number is: (877) 992-7971, for users outside the country, 302-992-7971. If it is easier for you, you can also send us an email message by clicking any of the email links at the bottom of every page in our site.
At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Brian Nelson is the President of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at email@example.com.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum
Kofi Bofah is a 2002 graduate of the University of North Carolina. After graduating from UNC, Bofah worked as a financial adviser with American Express. On Jan. 12, 2004, Kofi Bofah was to found Onyx Investments, Incorporated, in Chicago Loop. Onyx Investments offers fee-based financial advice, asset management, insurance brokerage, and tax planning services. Interested parties may visit the website www.onyxinvestments.com for more information about Onyx Investments.
Investor. Mission: Help people make money. Degree: Chemistry from NC State University. Featured author of Momentum Options Weekly Wrap (http://momentumoptionstrading.com/ )
Follow me on Motley Fool Caps at http://caps.fool.com/player/modestus1.aspx .
For short-term ideas about big movers, follow my StockTalks. But please note I am not the best short term stock picker. I am 7-0-1 in the long term, but 0-3 in the short term. If you want better short term pickers, I recommend Michael Filloon and Alfred Little.
Over the last 12 years, I am 7-4-1. I was up 130%, 29%, 15%, 3%, 19%, 25%, 56% from 2001-2007 respectively, and down 39%, 39%, 79% from 2008-2010 respectively. In 2011, I was flat, but some ill-timed trades (should have held AG) caused a loss of 17% and 14% in 2012 and 2013. Note: gains and losses include transaction costs. 2009 and 2010, I traded frequently, adding up transaction costs. That is why I favor longterm holding over shortterm trading.
I invest in all stocks. I don't agree that US stocks are the safest. Want a safe stock, try TEVA. It did not fall much, or at all, during the credit crisis. And generics are the future.
Being a chemistry graduate, I tend to focus of the drug, medical, biotech, and chemical industries. So far, I wrote about 5 medical companies (RPC, OREX, KV.A, PLX, & XOMA). OREX and KV.A were right on target, though KV.A has fallen back hard after reaching their highs, which surprised me. PLX was half right: it did get a negative letter from the FDA, but the options strategy was wrong. For RPC, so far, I have been wrong, and exited my position in mid-May. XOMA also has fallen since I wrote about it.
However, I also cover diverse stocks, from BIDU to NCT. Ignoring other industries is a big mistake. I look for stocks I find undervalued on both a value perspective and a growth perspective, but placing more emphasis on growth. I combine both fundamental and technical analysis. The fundamentals only tell you part of the story.
Anybody can make money. Don't let Wall Street analysts manipulate you. Their analysis is good, but don't take everything they say. Good luck investing, and I will do everything I can to make you money.
Oh, and I invest in rather risky stocks with high potentials. If you are nearing retirement, I don't recommend you copy my portfolio. I will label my stocks with the risk/reward factor. I am adding a watch list with some stocks for retirement investors that I like. All watch list stocks are long term holdings.
BRK.B (very low risk/medium reward)
NRZ (medium risk/medium reward)
EXK (medium risk/medium reward)
SNR (medium risk/medium reward)
NCT (medium risk/high reward)
HOV (medium risk/high reward)
FRO (medium risk/high reward)
AMD (medium risk/high reward)
RGSE (very high risk/high reward)
SUNE (extremely high risk/very high reward)
AG (medium risk/medium reward)
YRCW (very high risk/very high reward)
GTIM (medium risk/high reward)
BOJA (medium risk/high reward)CVRR (medium risk/high reward)SWKS (medium risk/high reward)JAZZ (medium risk/high reward)NFLX (medium risk/high reward)
LVS (medium risk/high reward)
SAM (medium risk/high reward)
CMG (medium risk/high reward)
ZNH (medium risk/high reward)
RDY (medium risk/high reward)
MNK (medium risk/high reward)
YZC (low risk/high reward)
AVGO (low risk/medium reward)
CF (low risk/high reward)TTM (low risk/high reward)
NVO (low risk/high reward)
BIDU (low risk/high reward)
PCLN (low risk/high reward)
CLF (low risk/medium reward)
AAPL (low risk/medium reward)
GOOG (low risk/medium reward)
TEVA (low risk/medium reward)
CIM (low risk/medium reward) - dividend stock
TNH (low risk/medium reward) - dividend stock
GOL (low risk/medium reward) - dividend stock
Ryan Mallory is the founder of SharePlanner.com and has been trading for more than 20 years. He got his start in the stock market at 11 years old when he inherited $5,000 from a relative that had passed away. Instead of putting the money in a college fund until he was 18, Ryan convinced his father to let him invest it in the stock market.
Early on, Ryan never ventured out of the mutual funds, but why should he, here is a kid, not even a teenager yet, learning to make his allowance in the stock market. Growing up in the 80's & 90's, Ryan saw his portfolio grow from $5,000 to nearly $30,000 - a 500% return for a kid who didn't even have his driver's license yet.
But it wasn't until the beginning of 2001, while in college, that Ryan learned his greatest and most important lesson in the stock market - the feeling of losing it all! The portfolio, that had grown into an important lump sum of money had fallen back down to almost its original value at around $10,000.
The lesson learned from his early days of trading, is a lesson that he is reminded of everyday before placing a single trade - and that is the human ability to capitulate a financial portfolio - and it is that lesson that has kept him from ever repeating it again.
Ryan's focus is primarily on swing-trades (with some day-trades) both long and short using technical analysis and secondarily on options and futures. Ryan Mallory has an MBA and a bachelors in Political Science and Economics from the University of Central Florida. He founded SharePlanner in 2006.
Cabeza Howe holds two M.S. degrees in engineering. He has extensive career background in science, engineering and software development. He is a self-made financial analyst and manages his own investment as a business. Focused value investing is his passion. He coined the term "two-in-one" stocks to describe stocks with both growth and value characteristics. He believes in achieving exceptional long-term return through investing in those stocks.
Through lessons learned and experience gained over the years, Cabeza believes the "two-in-one" stocks should be found mainly in large and mid caps. He views small caps as unproven and prone to perpetual decline even following days of glory. So he mostly believes trading instead of investing in small caps, with only rare exceptions.
He was born and grown up in China and used to trade and write about Chinese small caps. He now thinks Chinese small caps are in particular an area to avoid due to the well known accounting issues. The way Chinese regulators handled these accounting issues along with reported wealth of high ranking officials also convinced him that China is to an alarming degree ruled by kleptocracy. From first hand knowledge, however, Cabeza is still a big believer in Chinese consumers. He thinks the best way to benefit from it is through investing in multinationals like YUM, MCD, NKE, DIS and AAPL.