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.
My field for 30 years has been consulting to corporations, and government on issues related to strategic planning, work design, change management, leadership development and coaching management teams to improve their decision making on critical issues. One of my strong interests is systems theory which I have studied extensively in terms of cybernetics, biology, anthropology, systems dynamics, socio-technical systems. In trading and investing systems thinking concepts can often be mapped across to this domain. For example one concept is at the extremes things turn into their opposites. Also true in the field of human emotions is that when things are just about to turn into their opposites - switch from a bullish to a bearish technical picture or a bearish to a bullish one people in the aggregate are firmly committed to the wrong point of view (the importance of tracking sentiment). The pull to join them in this perspective can be strong, so tools are required to warn one of when the picture is about to change. What kind of tools? Markets move in cycles - trading cycles - 8 -10 weeks, intermediate cycles 18-22 weeks on average, yearly cycles, and longer term cycles. When a trading/investment vehicle gets a certain percent above a 250 day MA risk increases, RSI's of various durations on 60 minute, daily and weekly charts can show positive or negative divergence near turning points. Elliot Wave and Fib retracements can help determine the significance of these other patterns.
Four private female investors and one Dachshund.
We've consigned our careers as fund managers to the shredder, as we no longer have confidence that we can grow our clients' money anywhere near approaching the sparkling results that we achieved for them in the past.
Now Heidi and Desiree's investing interests involve global water distribution, agriculture, and timberland, while Clarissa and Helga manage strategies of certain commodities and hard assets.
We're also self-styled asset-manager vigilantes, who will bitch-slap those who take advantage of innocent retirees and other retail investors who have been ground into muesli by the Wall Street machine.
Sleazy RIA's, CFA's and 99% of the rest of financial "helpers" service their clients like Bonny and Clyde serviced banks.
As you can see, we're touchy, emotional, irascible, opinionated, and sometimes inebriated. But we admit that we do love the attention here on SA, so don't stop sending us those bawdy comments, angry criticisms, steamy love letters, veiled death threats, and tempting marriage proposals. Hey, you never know...
Oh, we almost forgot... While our names (Heidi, Helga, Clarissa and Desiree) may or may not be our real names, Schnitzel the Dachshund's name really is "Schnitzel the Dachshund."
Doug Eberhardt is a 30 year investment professional offering his analysis on 46 ETFs 5 days a week providing buy and sell recommendations in up or down markets. He is the author of the book "Illusions of Wealth" that offers a fresh look on how investors can profit (Amazon). He has written the book "Buy Gold and Silver Safely" and is a broker/dealer selling gold and silver coins and bars at 1% over wholesale cost to investors who are looking for "real wealth" diversification and protection from currency depreciation.
After more than 4 decades in the financial markets, Robert P. Balan has retired. Education in mining engineering, computer science, finance, and training in economics led to a commodity analysis career during the commodity boom of the early 1970s. Robert made a switch to global macro focus in the early 1980 when the commodity bull market waned, with specialization in foreign exchange. Robert wrote a very high profile daily FX analysis while Geneva-based in the mid-1980s (the first FX commentary with a real global readership, "most accessed" in the Reuters and Telerate networks from 1988 to 1994). He worked for Swiss Bank Corp and Union Bank of Switzerland (precursors of today’s new UBS) as head of technical research and as proprietary trader in various major finance centers (London, New York, and subsequently head of proprietary trading in Toronto, respectively) from late 1980s to mid-1990s. A stint at Bank of America as head of global technical research (in London and New York) followed in late 1990s to early 2000s. Robert did technical analysis for Saxo Bank (Denmark) in the mid-200s based in New York. He returned to Switzerland in 2004 as head of technical research and strategy, and FX and commodity market analyst for Swiss Life Asset Management in Zurich. He joined Diapason Commodities Management in 2008 as senior market strategist, and subsequently as Chief Market Strategist, utilizing fundamental macroeconomic drivers, and structural/technical data in modeling asset price and sector movements. Robert wrote a book on the Elliott Wave Principle in 1988, which was hailed by the London Society of Technical Analysts as “the best book ever written on the subject”. Robert is a member of the National Association for Business Economics (NABE), USA.
36 years old. Native German. I work as an equity analyst at a boutique Investment Bank in Europe. I started investing privately in 2001 - just to get burned badly. Got back to investing my private wealth in 2013 with great success so far. I prefer momentum and value strategies. Typically looking for out-of-favour stocks with quality business models. Use fundamental analysis (competitive strategy, defensibility, structural growth potential, valuation, free cash generation) combined with technical analysis for entry/exit points. I am willing to hold high conviction ideas for 1-2 years but will trade in and out of positions depending on news flow and technical indicators (oversold, overbought).
I am slowly starting to build up positions in selected commodity names including FCX, TECK, BTE, ERF and others.
Founder and Lead Analyst at Lone Wolf Publications Ltd (www.lonewolftrader.com).
I also manage a private investment portfolio full time, and also provide mutual fund analysis and buy recommendations to individual investors managing their own investments.
I trade for myself via ETFs and futures markets, with interests in commodities generally and a special interest in precious metals.
Value Digger holds MSc. in Electrical Engineering, speaks four languages and has lived in the U.S. for many years. Also, he is a full-time investor and a freelance writer with one of the highest Followers per Article (F/A) rates in Seeking Alpha. His F/A rate in Seeking Alpha is above 30.
After creating "Nathan's Bulletin" (a subscription-based investment guide for investors who can't afford a financial advisor), Value Digger launched a subscription-based Premium Service in Seeking Alpha entitled "A Fundamental Investor's Stock Club" which includes an unparalleled, actively-managed and high-return Portfolio of unknown and/or underfollowed stocks. Regularly updated and detailed lists in his Premium Posts PROVE these high returns. For reference, when Value Digger was managing money in the early 2000s, his Portfolio's annual ROI consistently exceeded 50%. His Premium Research is based on a comprehensive review of company-specific factors, macro conditions, competitors and the industry trends.
When it comes to his publicly-available picks and his free Seeking Alpha articles, Value Digger is ranked in the TOP-50 with a success rate of over 70%, an average return per recommendation of over 20% and a 5-star rating according to TipRanks.com, which is the highest category quality ranking used to evaluate financial experts. TipRanks.com is a comprehensive investing tool that allows private investors and day traders to see the measured performance of anyone who publicly provides financial advice. TipRanks.com collects data, evaluates and ranks 9,000 financial experts worldwide.
After almost 30 years of investing experience in the international markets (U.S., Canada, Australia, Europe), Value Digger has formulated a deep understanding of valuation analysis and his investment philosophy is firmly grounded in Ben Graham-style value-oriented opportunities that often have an assymetric risk/reward profile. On that front, he has created a unique proprietary database with thousands of publicly-traded companies per sector, which helps him spot the bargains and the bubbles before many investors find them.
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.
I'm a CFA Charterholder and hold an MBA in Finance.
I spend a large amount of my free time analyzing and investing in energy companies of varying size. I'm currently covering oil and gas producers in the Permian Basin and the Eagle Ford. I try to provide quarterly coverage for several companies. I also look at oil and gas producers globally, in search of strong value plays. Anytime I find one, I write about it.
I will do my absolute best to provide quality research for you to consider in your investment decisions. However, I suggest you consult with your financial advisor prior to taking any action after reading an article, comment, private chat, or any other communication that I wrote. I urge you do your own research and draw your own conclusions prior to taking any action. My articles or comments are your starting point for your research. After you enter a trade, you are on your own to enter, exit, or take no action on the trade. I am not liable for actions you take after reading something that I wrote.
I am a 40-something entrepreneur and executive, managing my own portfolio. I have been an Internet entrepreneur, founding and running VC-backed companies. For a little less than ten years I managed several global lines of business as Managing Director for a large management consultancy, where my teams supported primarily senior executives at global 2000 firms. My passion is creating and learning, and I am intensely interested in understanding all aspects of how businesses work, grow, succeed and fail.
2015: Most experience in equity, bond, and forex. Profoundly influenced by 2002 and 2008, where some top-rated holdings (eg. Enron, Lehman, Fannie Mae) disappeared, and others (eg. CSCO, INTC) never returned to prior highs.
The broader equity market is in an accelerating boom and bust pattern, where success is less dependent on financial sheet analysis and 'hold forever,' as it is timing and diversification. Current market is a Fed-driven liquidity bubble which is translating into historic equity bid. Major market correction pending within next 5 years, likely from Black Swan event.
Exited full equity investment in market-tracking ETFs in latter 2014. Currently in cash, laddered corporate debt, with small experimental positions in leveraged ETRAC-types and some beaten down high-dividend oil and commodities for trading. Trading criteria: 1) good balance sheet; 2) down >25% off 52-wk highs; 3) 5%+ dividend; 4) price volatility; and 5) a company I'm willing hold long-term and cost-average into as market collapses.
I find some SA contributors so focused on balance sheet discussions, they seem to lose sense of where we are in the larger market cycle. Buying full positions in great companies as long-term holdings at this point seems very risky.
My 2009 - 2014 profits (SPY 90% of holdings) were due more to government policy than my investing acumen - poor folks get food stamps, we investors get the big money hand-outs by the Fed.
The market may keep going up, but elementary risk/reward market analysis put my defense on the field. Making 4-8% in corporate debt and nothing in cash is fine for me. When opportunities present, I'll take them.
Have found SA contributors and posters very helpful and profitable.
Equity valuation experience and 20 years of investing with own capital.
I am a specialist in Finance, Mechanical and Petroleum Engineering. Previously I worked full time in finance, but now I split my time as a specialist in Programming and Geothermal Power Station Design.
My strength are numbers, forecasts and seeing the big picture.
I have a core long term value and growth portfolio and use 25% for trading. Long term and growth is only based on the fundamental values of the firm, but that have expectations and opportunities on the upside. Trading is for fun and to satisfy short term gains and shorting.
Previously my portfolio was mainly dividend value stocks, which increased so much in value that selling targets where reached.
I started investing about 15 years ago. Well, it wasn't really investing but more like speculating in order to make a few quick bucks. I soon realized that losing money was a whole lot easier than making it. I knew that my superficial understanding of stocks and the market was a fatal shortcoming. I took the Canadian Securities course, passing with honours. I began reading numerous books, articles, technical papers in order to be a better trader. And, indeed, I became a better trader. For a while. I began to use margin. I placed bigger bets on options and leveraged ETF's like HNU (TSX). Eventually my trades started turning on me, the margin calls forced me to sell and I lost a significant amount of money. This was the price of my education. I think I've made just about every classic mistake one can make. Speculate on a news event (remember KRY?). Double down on a stock that is obviously circling the drain. Hold a stock whose only direction is down thinking I couldn't have been that wrong. It will soar again. Watch a stock move up 50% telling myself that there's more to come, only to watch it reverse and finally sell at break-even. Or buy a quality stock and then decide to get off at the next stop. I once bought AAPL at around $90 then sold at $97 or so. Nothing like leaving $60,000 on the table!
Anyway, you get the idea. Errors in judgement that are stock market cliches.
I'm a lot smarter now, more conservative. Here's my investment plan:
-Find high quality companies trading at a discount
-Remember Mr. Buffet: if you're not prepared to hold a stock for 10 years don't even think about holding it for 10 minutes
-Use fundamentals to find the mis-priced stock then technical factors to determine entry points
-A bias toward dividend payers
-The two areas that currently look very promising to me are Uranium and Natural Gas. Oil and gas service firms also have appeal.
Matthew Sauer, Esq. is the President and Chief Investment Officer of the Mutual Fund Investor Guide. Each month he publishes the Investor Guide to Fidelity Funds, Investor Guide to Vanguard Funds and ETF Investor Guide. On a weekly basis he publishes the Global Momentum Guide, focusing on sector specific mutual funds and ETFs.
Before launching the Mutual Fund Investor Guide, Matt served as the President and Chief Investment Officer for the Fidelity Independent Adviser family of newsletters. Under his tenure, over 30,000 subscribers followed his investment commentary.
From 2004 to 2013, Matt served as the Chief Operating Officer and Managing Partner of Dion Money Management, an independent wealth adviser that managed over $900 million in assets.
Mr. Sauer earned his Juris Doctor from Albany Law School of Union University, Albany, NY and is a licensed attorney in the State of New York. He received his Master of Business Administration, from the State University of New York at Albany and graduated from Bucknell University, earning his Bachelor of Arts in Political Science and Economics. Having passed the Uniform Investment Adviser Law Examination, Mr. Sauer is an Investment Adviser Representative licensed in the Commonwealth of Massachusetts.
Some information about my investing:
* I have been investing my own money (and managing it myself) for over two decades now. I would never let anyone else manage my money and neither should you.
* My portfolio is structured as a "High Yield Strategic Income" portfolio. The portfolio has evolved over the past 20 years. All distributions are reinvested.
* I make every attempt to tell my fellow investors what they "need" to hear, not what Wall Street and the main stream media think you "want" to hear.
* "Past performance definitely does not guarantee future results". With that said it amazes me that for most investors of dividend stocks, the best they can do is invest in all the same exact S&P company stocks by largest market cap.
* Educate yourself about what people really earn in this country:
Then ask yourself: "How is it possible most people the US can "appear" to be so wealthy?"
It is a starting point to cut through the deception that is the main stream media and Wall Street salespeople.
Also: Everyone no matter what age should watch "Money as Debt"
A personal note:
Our family are active charitable donors to
* The Children's Hospital of Philadelphia
* St. Jude's Children's Hospital
* Ronald McDonald House
These institutions provide valuable services to children and veterans in need. I know this from personal experience. If you are able, please donate a little something every month to each of these organizations. Thank you.
Many people like to pick stocks, but how many add value doing so? Academic research suggests that the number is very low for pros and even lower for amateurs. This implies that the most common mistake of investors is to assume they're smarter than the market. Not that this will be recognized by many people. Professionals are highly paid to believe in their imagined skill, while most amateurs are blissfully unaware of their lack of skill because they never measure performance against an appropriate benchmark.
With the above observations in mind, I've posted my stock portfolio performance compared to various benchmarks on the following website: http://imgur.com/V3jjfFY
The data is a snapshot from my brokerage firm's automated performance tracking software. The brokerage firm does not guarantee the accuracy of their tracking software, but their tracking has been very close to my own estimates.
Rather than bore you with biographical details that might be meaningless or misremembered, I'll offer a true personal experience that captures my view on stock investing: At the completion of my first year as a starting pitcher in Little League, I had an undefeated pitching record and top strikeout tally. Nobody could hit my curve ball. I was admired by the league's coaches and my peers alike. The next year, hubris caused me to ruin my arm throwing far too many curve balls, thus ending my baseball dreams. Meanwhile, my best friend in Little League diminished his early success because he never threw curve balls. His parents wouldn't allow it. In spite of his early disadvantage, he ended up an MLB All Star and World Series winning pitcher.
What does this have to do with investing? Most kids have big, improbable dreams. Yet only one of the hundreds of my friends and acquaintances achieved his big childhood dreams. I've been exposed to thousands of individuals who exude confidence and make bold claims of superior investment performance and methodologies. Yet I haven't found one nonprofessional investor who could prove that he had beaten a benchmark index for a 10-year period. Although there are a number of living professional investors who've beaten an appropriate benchmark for a 25-year period, the number is small enough to fit on a school bus.
Like my Little League success, nearly all investment outperformance reverses course. The odds an investor will beat a benchmark for an entire lifetime are lower than a Little Leaguer becoming an All-Star with a World Series ring.
The Market News tracker is my favorite part of this website. Otherwise, I see the website mainly as a social media venue for aspirational stock hobbyists & advisors who are 110% certain that they're endowed with special investing skill. Never mind that almost none can provide a meaningful, long-term record of outperformance. Fortunately for the authors, the website is very supportive. Comments critical of articles are often removed, and bloggers can trumpet good luck and misremember blunders without troublesome fact checking. The unconditional love enables bloggers to achieve popularity with skillful self-promotion, confidence, and a likable persona. An ambitious subscription stock-tip blogger would be well advised to study the techniques of Tony Robbins and Deepak Chopra rather than Warren Buffett and Ben Graham.
"You make more money selling the advice than following it."
Individual investor since 2000. I have a natural tendency to question what others take for granted. That's not always a good life skill but it's helped me from time to time in the market.
My degree is in Mechanical Engineering. I also have a background in biochemistry and (oddly enough) in classical Greek literature. My main professional interests are in software, math, and engineering analysis. I've worked in the automotive field, robotics, computer vision and machine learning, and have developed cheminformatics techniques for biotech.
Investment-wise, I tend to be opportunistic rather than systematic. I have a particular interest in volatility trading and in the intersection of technology with societal change.
Employed in the tech industry for 30 years in development, IT management, product management and business consulting. Investing style is Under-Valued and Value-based. Margin of Safety is my friend. Graham, Fisher and Buffet are my investing heroes.
Chief Investment Officer, Stanford Wealth Management. Retired senior exec of Charles Schwab. 36 years active and reserve military service -- 6 in special operations, 30 in the intelligence community. Geopolitical analyst.
Author -- investment book Bringing Home the Gold.
Editor -- The Investor’s Edge®. In the 16 years from inception through year-end 2015, the Investor’s Edge® Growth & Value Portfolio increased in value from $250,000 to $1,038,453. That same $250,000 invested in the S&P 500 rose to just $422,905. (Past results are no guarantee of future performance; maybe those 16 years were pure luck.)
Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
If you have a $500,000 portfolio ($250,000 for solely mutual funds & ETFs) you may contact me for a no-obligation "second opinion." firstname.lastname@example.org.
Small business owner and investor. I've been involved with investing dating back to when I opened my first account at Olde Discount Brokers back in 1998 before it was purchased by H&R Block. My area of focus and ability is in value investing. I short commodities more often than I short stocks as I prefer to be a stocktimist or stock optimist by nature. I've only recently decided to become a contributor on the site as I'd like to share my research with others to help them with investing.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.