I am a retired elementary school teacher teaching all subjects in grades 3-6. I am a graduate of Grand Valley State University. I completed my M.A. at Michigan State University. I started Investing in 1960 with the help of my father who was an accountant. Currently, I manage my mom's account, four of my accounts, my two children's accounts, and I advise some friends.
My hobby is investing in stocks and options. I read several investment newsletters and manage a few personal portfolios using different strategies. I blog about my dividend growth portfolio, DivGro, which I started in January 2013.
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a Certified Public Accountant CPA from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at email@example.com .
Rick is BlackRock’s Chief Investment Officer of Global Fixed Income and a member of the company’s Global Operating Committee. Mr. Rieder is the lead portfolio manager of BlackRock’s Multi-sector funds including Strategic Income Opportunities Fund (BSIIX), Total Return Fund (MAHQX), Core Bond Portfolio (BFMCX) and also the Strategic Global Bond Fund (MAWIX).
Formerly of the buy side now an aspiring beet and raspberry farmer. Soon to be expired CFA Charterholder. I like long walks through the aisles of Aldi, dark roast coffee from Tim Horton's, and climbing mountains on two wheels.
The posts are meant to be informative and hopefully insightful. I write to share my ideas, highlight some interesting stories and to interact with other investors - please feel free to contact me if you'd like to chat further.
I make lot's of mistakes so please do your own due diligence. I don't intend to aggressively promote stocks but it's fair to say I am often talking my own book.
Victor Haghani has spent 30 years actively involved in markets and financial innovation. He started his career in 1984 in the Bond Portfolio Analysis research group at Salomon Brothers, and later became an MD in the Bond Arbitrage group run by John Meriwether. Victor was a founding partner of LTCM. After a 10 year break from the investing business, Victor founded Elm Partners (www.elmfunds.com) in 2011 to help investors manage their savings in an efficient and disciplined manner, and to capture the long-term returns they ought to earn.
Victor earned his BSc(econ) from the LSE in 1984. For the past 10 years, he has given lectures and has conducted research as a Research Associate in LSE’s the Financial Markets Group. Victor has published research papers on various topics in finance, and has given several TEDx talks, including ‘Where are all the billionaires, and why should we care?’
Author of Quantitative Investing (4.4 stars on Amazon). Designer of the Global Household Index and the systemic risk score MTS10 (click here to learn more). PhD in computer science, Software Engineer, Civil Engineer, 20+ years working in various sectors and countries. Investor focused on market-neutral and low risk portfolios, looking for profitable combinations of value and quality factors. Also interested in short volatility trading and excess returns in closed-end-funds.
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:
I. Exclusive commercial licenses for unique bespoke algorithms run six figures and up.
II. Non-exclusive AUM licensing fees for our strategy indices run 10 basis points and up for commercial licenses.
Please realize that we often get more than 3,000 e-mails per week. This means that we read everything that comes in, but we cannot respond to any email or message that does not include the sender's full name, phone number, request, and budget. Thank you for your understanding.
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.
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
A mid-30s ex-venture capitalist and investment banker (finance degree)...now a serial startup CFO. I used to look for yield in all the wrong places, but have created a modified dividend growth (DGI) strategy that works for me.
Mike Scrive: Louis Pasteur famously said that “Fortune favors the prepared mind”.
How true! Although I originally intend to be fitted with a degree in electrical engineering, I had, as they say, ‘a moment of clarity’ and realized that mathematics was my ‘forte’. I was awarded a B.A. from the City College of the City University of New York in June of 1981.
Getting through college on one’s own, in New York City no less, presents a multitude of challenges. Thus, I cobbled together a multitude of jobs: selling children’s books, commercial real estate research, recruiting nurses for a temp nursing service, and the inevitable and occasional ‘final exam tutoring help’.
The recession of 1981 side tracked me but fortunately I was prepared. It just the beginning of the digital revolution, and opportunities were abundant for (ironically) electronics technicians. That’s where the money was and I was well prepared to learn. Hence, it was back to the books.
The skills I learned as a technician eventually lead me to the early internet (bulletin board system) and the early on line brokers and have since made a lifetime study of macroeconomics, investment vehicles and trading. In particular, equity and index options, theories and strategies. I did it the ‘hard way’, with my own capital my own confidence.
So here I am today, happily (early) retired with a lot of really good and useful information to share. I hope I may convey my life lessons, as well as the accumulate knowledge I’ve picked up along the way.
I am a personal finance and investing blogger. A software designer by profession, I have a passion for economics, business, finance and investing. My personal financial goals are to generate enough passive income to fund my retirement, and along the journey - share my experiences and help the readers.
Mr. Leach spent his early years on a subsistence farm in western Michigan. He graduated at the top of his high school class which helped him land a scholarship to the University Michigan. Graduating magna cum laude with a bachelor’s degree in Nuclear Engineering and a minor in mathematics in 1981, Mr. Leach took his first professional job with Westinghouse Electric in Monroeville, PA.
Mr. Leach held several positions of increasing responsibility at Westinghouse, and Fluor Federal Services in Pennsylvania, South Carolina, and Washington State. While in Washington State, Mr. Leach completed his master’s of science degree in Environmental Engineering graduating summa cum laude in 1997 from Washington State University.
In 2003 and 2004 with Fluor Federal Services, Mr. Leach worked as a civilian contractor for the US Department of Defense in various middle east locations and the Philippines. In 2005, Mr. Leach joined the AREVA Group and spent two years in France. After returning stateside in 2006, Mr. Leach held various positions of increasing responsibility with AREVA Federal Services in South Carolina and North Carolina. Mr. Leach left the AREVA group in 2014 at the age of 56 and is now quasi-retired and focuses on his wife, his 15 year old son, and his investment portfolio.
Mr. Leach has been a consistent, avid, and successful investor for more than 30 years. His investment style is conservative and he primarily invests in income oriented equities, bonds, preferred stocks and mutual funds. Mr. Leach has written more than 50 articles on Seeking Alpha and other websites.
Individual investor with over 20 years of experience, starting with 100 shares of Pepsi Co and a few zero-coupon bonds, progressing to managing a portfolio of about 30 securities. Formerly a corporate finance manager focused on business development and financial analysis and reporting. The last 6 years of my corporate career were spent in Melbourne, Australia, and I am a CPA certified by CPA Australia.
Personal investor who has been investing in stocks for over 10 years. Through turning every stone, every rock, and sifting through the sand I seek opportunities to buy growth at a reasonable price (GARP). People in the past have messaged me with questions about a news article or a good investment idea for a year. I can make bets with strong conviction when current stock price does not equal intrinsic value, but I cannot tell you when they will meet. Through my experience stock price should move in tandem with earnings over the long-run.
My goal is to find the greatest margin of safety in quality growth stocks that will achieve above-market returns without taking excess risk (alpha).
My investment process:
-Turn every stone, every rock, and sift through the sand.
-Invest in good businesses with solid management track records.
-Never overpay for a stock. Enter when current price trades at a 30% discount to intrinsic value.
-Review holdings and sell only if fundamental business has changed since initial purchase.
I am a military officer in the Republic of Korea with 15+ years of personal investing and trading. I gained my knowledge through family and personal research, and remain a long-term horizon investor. I focus primarily on a buy and hold mentality, often DRIPs, while accumulating cash reserves to use for purchases on stock price dips. My main sector is consumer staples, but I do look for long-term growth stocks and growth stocks bound to become value stocks.
As a note, I use a pen name due to the position I hold in that it would cause tension/friction within my organization to publish here, even as my opinions do not in any way represent those of the Department of Defense.
Hello, my name is Bernardo Teixeira and welcome to my page! I'm currently an undergraduate student of Northeatern University majoring in Finance and Computer Science. My investment focus is majorly in value plays, and sometimes in portfolio strategy and macro trends. Since I'm originally from Brazil and I have lived in China for a few years I have a special passion for emerging market equities and investments outside of the United States. I'm currently following three industries; insurance, semiconductors, and airlines. As always please let me know if you have any comments about my articles!
In order to value a company we usually apply three different types of valuation:
1. Comparable Valuation: If we identify a company has enough comparable companies (usually around 4) and their corporate structures are similar to each other than we would likely value this company through a comparable valuation. In our opinion a comps val is not conclusive enough to know whether a company is being mis-priced by the market, but it provides enough information as to understand which stock of the bunch is the cheapest. Below is one good example of a comparable company and one bad one.
A very good example of a stock which we would rely on a comps val is Delta (DAL). Delta is in an industry which there is little product differentiation and airlines have similar corporate structures. In contrast Microsoft (MSFT) is a company which I probably would not use a comps val, because there is no other company that sells the same exact product line as MSFT.
In our comps valuation we use two different sets of ratios. Equity multiples such as P/E, P/S, P/B and PEG, and Enterprise multiples such as EV/Sales, EV/EBITDA, EV/FCF and EV/ Gross Cash Flow. We try to have all our ratios in a forward looking manner using average analyst expectations whenever possible. We also might eventually exclude ratios from the calculation that are not conclusive enough or that have a high dispersion among players of the industry.
2. Discounted Cash Flow Valuation: After completing our comps val my next step is to run a DCF valuation of the company. Usually our preference for a DCF is to not effectively predict what is going to happen in the future, but instead identify how the market is pricing the stock and stipulate three scenarios assumptions. These scenarios are used to estimate what are different analyst expecting from this company and whether those expectations are realistic or not. The bull case scenario reflects the highest analyst expectation, the base case the average, and the bear case the lowest. We also adjust margins accordingly as to reflect the opinion of analyst. For stocks that have a wide coverage this usually a good measure of the market's view of the company. In general we are only long companies that have a very attractive risk/reward ratio, in which the bull case fairly outstrip the base and the bear case is not significantly negative.
Another assumption we like to make is concerning the discount rates. In our opinion relying on CAPM to calculate the expected rate of returns is a very poor choice. There are many problems with CAPM that are not worth mentioning here. Instead we believe that using a base 8% discount rate subjectively adjusted by it the riskiness of the stock is a better approximation of the discount rate.
3. Return on Invested Capital Valuation: Another type of valuation that we like to use is the ROIC method. I'm still developing a model that can be successfully deployed for Seeking Alpha articles. Once I have it complete I will update our assumptions on our methodology.
Companies that we follow: Ping An (PNGAY), PICC (PPCCY), Copa Holdings (CPA), Cameco (CCJ), Qualcomm (QCOM), Noble Energy (NBL), Delta (DAL), Arotech (ARTX).
Value Investor. Research Analyst.
Follow me if you are a patient investor who can weather short-term volatility.
Creator of the V20 Portfolio. Follow my analysis here: http://seekingalpha.com/article/3558556-the-v20-portfolio-introduction.
If you are interested in getting a sample report from my research service please shoot me a message at john.steinberg22[at]hotmail.com. Please include your background (professional/retail) as well.
I only look at stocks that have the possibility to double over a twelve month period and stocks in which the risk/reward ratio payout is high. In addition I focus on swing trade opportunities.
I focus more on valuations and risk/reward metrics as opposed to what make companies tick.
I have been a professional investor for over 20 years and during the past several years an economics analyst and financial writer for capital.gr, the biggest economic news portal in Greece.
I have managed money from time to time and have also done some seed venture capital projects in the past.
Russ Koesterich, CFA, JD, Managing Director and head of Asset Allocation, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He serves as a member of BlackRock's Americas Executive Committee.
Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, Mr. Koesterich was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business. Previously, he served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of two books, including his most recent "The Ten Trillion Dollar Gamble."
Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. He is a CFA Charterholder.
Formerly: John Galt.
The majority of my capital is invested in Dividend Growth stocks. I also enjoy searching for the next big thing.
To grade my investment decisions: I've usually been able to "buy low", but I've often sold out too early. I'm firmly against losing money. I have no problem with building up my portfolio slow and steady. After the 2008 Financial crisis I've been much more macro focused instead of being more of a stock picker.
I love a good stock debate, looking at the best bull case, best bear case and picking my side. I believe in doing your own due diligence! I enjoy reading finance/stock market books among other things.
Love traveling, and always have my eye out for the next investment idea when at home or abroad.
Chuck Jones’ career has spanned twelve years as an equity analyst, sixteen years in various roles at IBM and most recently as a Wealth Strategist with Northern Trust.
At Northern Trust he developed and implemented a go-to-market strategy to introduce Investment Management and Trust Services to Technology Executives and Private Equity Partners. Utilizing a wide range of contacts in the Technology, Life Sciences and VC worlds he was able to determine the financial goals and objectives of individuals and families. He then brought in key partners to develop unique strategies to fulfill them.
At Atlantic Trust Private Wealth Management he was one of two analysts that determined the technology holdings with ... More hardware, software, services and Internet companies being his primary focus. Utilizing extensive financial modeling, meetings with company C-level management and industry contacts and his knowledge of IT and the financial markets he beat key industry benchmarks six consecutive years. He also was very visible with regular appearances on CNBC, Bloomberg television and radio and multiple publications.
Before joining Atlantic Trust in 2001, Chuck was the lead analyst for the Internet Security Software segment for Smith Barney. He authored the most comprehensive industry report “Internet Security Software: The Ultimate Internet Infrastructure” and an innovative analysis of deferred revenue “Breaking the Code on Deferred Revenue”. His first entree to the financial community was at Salomon Brothers following the Enterprise Server Hardware companies such as IBM, Hewlett-Packard and Sun Microsystems.
Prior to becoming an equity analyst Chuck spent sixteen years at IBM where he held a variety of sales and manufacturing positions. He qualified for ten consecutive 100% clubs with multiple sales awards including a President’s award. He worked on multi-year sales and implementation projects for solutions that encompassed thousands of end-user systems to mainframes, application and system software, services and financing. His initial jobs at IBM involved interfacing between manufacturing and sales to project demand for storage systems and determining production schedules.
Chuck has a B.S. in Industrial Engineering from Stanford University and a Postgraduate Diploma in Economics from the University of Sussex, England, while on a Rotary International Fellowship Scholarship.
I have more than 15 years experience in the financial world within the High tech industry. In the recent years I have made a change and acting as a business operations manager. It allows me to get new and different perspective on the business and operations.
I hold a B.A degree in Statistics and Actuary and a MBA. I'm a dividend growth investor that is looking to execute a sound retirement plan.I constantly learn about it from multiple sources and can say that I am a true fan of SA and many of the writers in this forum.
Jeffrey Rosenberg, is BlackRock's Chief Investment Strategist for Fixed Income. His responsibilities include working closely with the Chief Investment Officer of Fundamental Fixed Income, fundamental portfolios and team to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodities.
Prior to joining BlackRock, Mr. Rosenberg spent nearly 10 years at Bank of America Merrill Lynch as the Chief Credit Strategist. His most recent role included coordination of strategy across all Fixed Income, Securitized Assets, Credit, FX and Commodities and formulating tactical and strategic risk-taking recommendations for external clients and internal trading desks. Jeff brought innovation to his credit strategy work producing the first commercialized quantitative corporate credit analytics system from a dealer firm. At BAML, Mr. Rosenberg and his team were consistently ranked in the top Institutional Investor High Grade Strategy teams and General and High Yield Strategy teams. The highly regarded Situation Room report, for which Mr. Rosenberg was editor and contributor, continues to be ranked among the top research reports in our industry.
Mr. Rosenberg earned an MS degree in Computational Finance from Carnegie Mellon, a BA degree in mathematics from the University of Minnesota, and a BA degree in finance from the University of Wisconsin. He has been a Chartered Financial Analyst since 1997.
I had my first passbook account in the 1960s, and lost money in the 1987 crash. Subsequently, I have run investor chat rooms and an investing blog. I also am a published author and write a film animation blog at animatedfilmreviews.filminspector.com.
I bought my first Manhattan property in 1993 and also own property in Colorado. I enjoy investing in real estate and writing about it. I invest in income stocks such as REITs and consider that my area of expertise.
Oh, and I was mentioned in "Scam Dogs And Mo-Mo Mamas: Inside the Wild and Woolly World of Internet Stock Trading" (2000), by Wall Street Journal reporter John R. Emshwiller, a good guy. It's about the bad old dot.com days.
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.
I am primarily an equities investor whose foremost objective is growing income for retirement. My investment strategy concentrates on maximizing returns while minimizing risk. The Core component of the strategy is accumulating dividend growth stocks. I also utilize options to enhance income and manage risk.I started investing in the stock market at the age of 15 in 2005. All my articles and comments are strictly my opinion and therefore do not constitute investment advice, nor do they constitute a recommendation to buy or sell any security.
Data Center Knowledge - Contributor: writing about data centers REITs -- a new and growing asset class -- attempting to bridge the gap between technology & traditional REIT investors.
Researching and writing at the corner of Main St. & Wall St. where real estate often intersects with trends in: technology, ecommerce, office/industrial, healthcare, cloud computing, energy infrastructure & green initiatives.
Recently covered breaking news and actionable ideas REIT ideas for Benzinga "REIT Beat," now Contributor/Sr. REIT Expert. Select articles featured on Investopedia.com, Seeking Alpha, and published on Yahoo! Finance, Google, MSN, Finviz and many other financial portals. Recent Select Freelance contributor for Motley Fool, writing about REITs and real estate topics for the Financial Bureau.
I have over 25 years of experience as a: developer of institutional quality office and industrial facilities, general contractor, homebuilder, managing general partner for private limited partnerships, and have performed consulting and transactional real estate services for others, including entitlements for planned commercial/office/industrial developments.
Past job experience included: V.P. of Energy Services for a Florida based Mechanical Contracting company, which subsequently was acquired by EMCOR (NYSE: EME). Responsibilities included development and "financial engineering" of projects to reduce energy consumption and total cost of ownership solutions, partnered with the two major Florida electric utilities, and private companies, (including Enron Energy Services!).
Education: UCLA - BA Economics, including graduate coursework in Real Estate Finance.
Masters Degree from St. Thomas University - Miami, FL
Karen Webster is one of the world’s leading experts on emerging payments and a strategic advisor to CEOs and Boards of multinational players in the payments and commerce space. As the CEO of Market Platform Dynamics, she works extensively with the most innovative players in the payments, financial services, mobile, B2B, digital media and technology sectors to identify, ignite and monetize innovation. Ms. Webster also serves as a member of the board for several emerging companies and helps these innovators develop and implement business strategies that drive market adoption for their products and services.
Karen is also an entrepreneur, who has successfully developed and launched several new ventures in the loyalty, on-line media, and social networking sectors, each of which was focused on introducing disruptive business models and product solutions to fill a market need. This includes PYMNTS.com, the leading media property focused innovation in the payments sector and a joint venture with Berkshire Hathaway’s Business Wire.
Karen is a frequent keynote speaker and author of numerous articles on the sources of innovation, strategy, loyalty, product design/bundling and pricing and platform strategies. Karen was a key contributor to Catalyst Code: The Secrets Behind the World’s Most Dynamic Companies, (Harvard Business School Press, 2007) and is credited with directing the research for the book and devising its trademarked 6-step Framework.
Karen has a long history of consulting, having served as the Managing Director of Global Marketing and Planning for PricewaterhouseCoopers’ US$6 billion management consulting practice and as COO for a US$200 million consulting subsidiary that is part of the MMC family of companies. She was an adjunct faculty member at her alma mater, Johns Hopkins University, where she holds a Masters’ Degree in Marketing and developed and taught graduate level courses on business-to-business marketing.
Karen is a passionate philanthropist and serves as a member of the Board of Trustees at the Dana Farber Cancer Institute and Chairman of the Board of the Susan G. Komen Advocacy Alliance.
I am focussed on building passive income through dividend investing. My path to progress is smart saving, sound investing and income through dividends.
My blog can be found at financiallyintegrated.com.
BlackRock's business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We work only for our clients—period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future.
That's why investors of all kinds have made us the world’s largest asset manager, entrusting us with trillions of dollars, and it’s why companies, institutions and global governments come to us for help meeting their biggest financial challenges.
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital