ADS Analytics is a financial markets research group. We analyze the markets through the prism of fundamentals, technicals, valuations, macro and other drivers in an attempt to gauge the direction of various asset classes over the medium-term.
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.
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40 years in business and consulting. Broad array of experience in manufacturing, energy, environmental. I've worked on power plants, pipelines, railroads, drill rigs, and more. Spent more time permitting facilities and working on environmental impact studies than I care to remember. Started life as a young idealistic liberal. Evolved to a practical business person with a jaundiced eye of the role of government in our lives.
Jason is a small business owner that has been investing in stocks since 1989. He is a value/growth investor. Jason holds degrees in biomedical engineering and materials engineering from Rensselaer Polytechnic Institute and started his own company in 2001, thus increasing his enjoyment of life considerably. Disclaimer: Jason reminds investors to always do their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
Power Hedge is an independent stock research and analysis firm with a passion for macro- and microeconomic analysis. Power Hedge focuses our research primarily on dividend-paying, international companies of all sizes with sustainable competitive advantages. Power Hedge is neither a permabear nor a permabull. However, we believe that, given the current structural problems in the United States, the best investment opportunities may lie elsewhere in the world. The firm's strategy is primarily buy and hold, but will stray from that strategy on occasion. Our ideal holding period is forever, however we realize that both internal and external forces can impact an investment. For this reason, we believe that it is vital to keep a close eye on all of your investments. We do not believe in changing an investment based on short-term market swings.
Traditionally, we have not always responded to comments but in order to improve the quality of our research, comments will be reviewed and we will respond to issues regarding errors or omissions. This does not include our premium service, "Renewable Energy Profits," which is available from the Seeking Alpha Marketplace. This service does include detailed discussions with our team both on the reports themselves and in a private forum.
I am a dividend investor and look for undervalued investments in the stock market. I identify misunderstood and undervalued equity investments and hold those securities until their price approximates my estimate of intrinsic value. I am a long-term investor only.
I am building a $100,000 high-yield income portfolio. I am running this portfolio as an experiment to see if long-term sustainable income can be generated from a diversified pool of high-risk, high-yield securities. I am willing to accept high risk in order to meet my performance goals.
I've spent considerable time working for a registered independent advisor, doing work such as structuring client accounts, researching stocks/bonds, and performing due diligence on external managers. My career shifted when I took a role at a major investment bank, where I've supported the front office in mortgage-backed securities and derivatives. I now work in an oversight and risk capacity, identifying areas of risk and control weakness when it comes to regulatory compliance. As for trading style, I lean towards small/mid-cap companies, as I believe they have the potential for greater risk-adjusted returns. I'm firmly contrarian, and look to buy out-of-favor equities that have an opportunity to revalue upwards in the medium term.
A veteran of the pharma industry. Specializing in the analysis of small pharma companies with a focus on the pipeline and opportunities for licensing or major deals with large pharma. Financial analysis including burn rate, venture capital funding, and cash flow.
I am a retired global analyst, currently busy in investing and writing articles about stocks at several investing publications and websites. I have also developed strategies for creating winning portfolios according to specific formulas.
In January 2015, I was ranked among the world’s top 10 financial bloggers according to TipRanks, which holds financial experts accountable for their recommendations by disclosing their stock ratings since 2009:
Ian’s Insider Corner research focuses primarily on long-term dividend-paying companies with stable and reliable growth, stocks suitable for individual retirement accounts. Ian also looks for “niche” shorter-term trading opportunities, and coverage. During the 3-years Ian worked at Kerrisdale Capital, the New York-based activist hedge fund had great success exposing fraudulent companies. Kerrisdale Capital returned almost 200% in 2011, and more than 300% in total. Ian Bezek offers in-depth coverage of all the stocks in his “IMF” portfolio.
Our stock holdings are set forth below.
Own over 50 dividend paying stocks. Our holdings by sector. Animal Health/Dental: PDCO. Chemical/Agriculture: DOW, DD, FMC and MON. Consumer Defensive: KO, PG, MO, KMB, GIS, MDLZ, CLX, CL, KHC, HSY and SJM. Consumer Cyclical: SBUX, NKE and COH. Healthcare: ABT, ABBV, BMY,BAX, DGX, JNJ, MJN, LLY, PFE, MRK and HYH. Tech: ADP, ORCL, IBM, INTC, GLW, HPQ, HPE, NATI and TXN. Industrial: EMR, ITW, JCI, MMM, HON and GE. Telecom: T and VZ. Utility: AEP Miscellaneous: AVY, CDK, FAST, FBHS, SPGI and VSM.
I am a former engineer in topography (ESGT Paris 80) and specialized later in metrology or very precise measurement (CERN). I was interested in quantum metrology for a while...
I live mostly between California (Santa Monica), Provence-Cote d'Azur (Where my children and grandchildren live) and Sweden (South West Skåne) with my loving wife.
I am managing (investment manager) a large and old private family fund and trade personally a medium-size portfolio for over 25 years
“Logic will get you from A to B. Imagination will take you everywhere.” Einstein.
Been investing since the age of 13 and have the scars to prove it. Old enough to remember gas lines and lived and invested during the 1987 crash, Saving and Loan debacle, Tech bubble, '70's, '80's and '90's and both '00 recessions.
Negatively disposed to flavor of the month financial disaster porn peddlers and technical analysts.
Positively disposed to value investing, fundamental analysis and long holding periods.
I am investing for a +2020 horizon. I don't buy what I cannot understand - that precludes me from most currency and commodity "plays", thank God. My holdings are 90% index funds and ETF's which I rebalance annually. I never hold more than 20 stocks and I aim to hold them ...More for +5 years but will sell one if I see a better idea - to keep my 20 stock discipline. This means that I rarely trade. I do not use margin or negative ETF's.
I work at the United States Patent and Trademark Office (USPTO). I am a patent attorney and my specialties include bio-medical devices, surgery, drug delivery, microbiology and nanotechnology. Prior to the USPTO, I worked in the IT and biotechnology industries.
My training as a patent attorney gives me the skills to analyze investment opportunities in new technologies and my job with the USPTO gives me access to the search tools and instruments of a patent examiner which I use to research stocks in my spare time and debunk questionable articles regarding new technologies posted by others.
I've been investing ever since I turned 18 (since 1998). My primary goal here on Seeking Alpha is to research investment opportunities, make money, have lively debates, and have fun.
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
Now retired after forty years in financial services: a) analyzing corporate, bank, and sovereign risk, b) predicting bankruptcies and conducting commercial workouts, restructurings, and dissolutions, c) financing grain, soft commodities, oil, and the precious metal trade internationally, d) overseeing interbank finance and arbitrage, e) modeling and assessing the productivity of financial business units, f) directing aspects of M&A due diligence and post-acquisition integrations, g) serving as CIO of a major full-service broker-dealer, h) consulting including as interim management to global banks, investment advisors, trust companies, and alternative investment / hedge funds, and i) acting as managing general partner of a family farm. An MBA, educated in economics, who held various securities industry licenses (now expired). A donor and volunteer now focused on helping motivated, first-in-family, degree and certificate bound kids, achieve their education. Before investing, always consult with a competent investment advisor; if you don't have one, find one. (All my proceeds from Seeking Alpha go to Interfaith Outreach to support their food shelves and other programs.)
Lejun James Shao is the founder of www.myIRAs.net (http://www.myIRAs.net/), WhitePine Investment Inc of USA, and CEO of WhitePine Software Inc, Beijing, China. He was the top finisher in MSN's 1st US One Million Dollar Investment Contest, "Strategy Open Tournament," with a +45.88% return in 4 months from August 28 - December 2008.
An IT wizard turned professional investor, James Shao graduated from the University of Michigan with a PhD degree in Computer Engineering in 1990 and worked as an assistant professor in Singapore's Nanyang Technology University for 5 years after graduation. He worked as Chief Software Engineer in DSP Technology, Design Engineer in Ford Motor Company, and several other high tech companies after his return. James Shao started his investment profession in 2001.
I hold a B.S. in Accounting.
"[T]he function of the margin-of-safety is, in essence, that of rendering unnecessary an accurate estimate of the future. If the margin is a large one, then it is enough to assume that future earnings will not fall far below those of the past in order for an investor to feel sufficiently protected against the vicissitudes of time."
"Needless to say, the analyst must take possible future changes into account, but his primary aim is not so much to profit from them as to guard against them. Broadly speaking, he views the future as a hazard which his conclusions must encounter rather than as the source of his vindication."
"[F]inding the really outstanding companies and staying with them through all fluctuations of a gyrating market proved far more profitable to far more people than did the more colorful practice of trying to buy them cheap and sell them dear…These opportunities did not require purchasing on a particular day at the bottom of a great panic."
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
As Chairman of Guggenheim Investments and Global Chief Investment Officer, Mr. Minerd guides the Firm’s investment strategies and leads its research on global macroeconomics. Prior to joining Guggenheim Partners, Mr. Minerd was a managing director at Morgan Stanley and Credit Suisse. He is involved in leadership roles at a number of civically-minded organizations, including Cedars-Sinai Medical Center and Strategic Partners Among Nations.
Author, online media, paid content and ecommerce industry analyst, financial blogger and co-founder of of eReports, a leading aggregator of instantly delivered market research, industry analysis, business insights and company valuation reports.