40 year career of executive leadership in IT with specialization in business development and financial analysis. I've led the formation and development of 5 technology-based business and have experienced the success and challenges that serial entrepreneurship brings. As an life-long investor, I've learned hard-taught lessons on the differences between speculation, trading, and investing. Later in life, I became a more serious student of investment and have advanced credentials in financial planning. Now, while I enjoy 'retirement' and remain active in a couple of very promising business development projects, I spend a lot of every day with the markets and enjoy the best investment performance of my life! Wishing you all the very best...
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Kumquat Research is a college student and fund manager who has been investing for 4 years. He writes mostly about the technology sector and about event-driven and momentum opportunities across various industries and sectors. He is currently studying for degrees in both finance and computer science at the University of Maryland. Some of his interests include technology, programming, drumming, video games (developing and playing) and astronomy. Articles written and comments posted by Kumquat Research are NOT financial or investment advice, and only express his opinion. Do your own due diligence!
"The only thing I know in life is that I know nothing". -Plato's Republic, (attributed to Socrates) "H'aint we got all the fools in town on our side? And ain't that a big enough majority in any town?" -Adventures of Huckleberry Finn by Mark Twain "All men dream, but not equally. Those who dream by night in the dusty recesses of their minds, wake in the day to find that it was vanity: but the dreamers of the day are dangerous men, for they may act on their dreams with open eyes, to make them possible." TE Lawrence I have a B.S. in Political Science and Economics. I currently work a with high risk demographic teaching basic financial skills, and I'm working toward certification in education. In my free time I enjoy spending time with my family and reading as many books on history, and investing that I can get my hands on. I believe that to fully understand where we are and where we are going we must have a grounded understanding of the past. I would recommend reading Nial Ferguson's War of the World if you would like to understand the current world's political, and financial climate.
Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries.
After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fisher, Charlie Munger and Warren Buffett. You can read about my thoughts on a suitable portfolio structure for early retirees here.
My articles should not be considered to be any kind of investment advice. What suits me well is not necessarily good for others, as successful investing is somewhat like a marriage: If only one is perfect, the marriage won’t work. So please do your own research and remember Benjamin Graham's advice: “The investor’s chief problem — and even his worst enemy — is likely to be himself.”
I sincerely hope that my readers will ignore the Performance calculations provided by Seeking Alpha (although only to Pro subscribers, I believe). For reasons unknown to me, some of my European stock picks seem to be tracked inaccurately by Seeking Alpha's system. Spin-offs are not included in total return calculations and many of my correction requests didn't receive any answer at all. Moreover, my time frame almost never is as short as only 1 year (the maximum included in Seeking Alpha's table) and personally I consider the 1 year performance of my stock picks to be close to meaningless.
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.
My track record is in Telecom-Media-Technology (TMT) sector with 15 years of exprience. I am currently working in corporate strategy of a large cap international operator advising company management and its board with technology disruptions and macro trends, competitive analysis and M&A related strategic business development. Previously, I have managed innovation and business development activities developing new markets, business models and growth opportunities in non-core, adjacent activities in cloud, gaming and mobile.
I have obtained in 2006 an MBA with distinction from globally top 50 ranked European Business School which along with my line of work gives me the right perspective to examine investment opportunities. I like to get involved. I see myself as an enterprising investor. I enjoy building quantitative value models and analyzing anything interesting the company that will help me understand its strategy, key differentiators and business model better (which coincidentally is also part of my day job). My investment area is mainly in tech-telecom and media sector companies, though if the opportunity is elsewhere I will not hesitate to understand fundamentals of the industry.
I am fascinated with value investment philosophy of Benjamin Graham, Phillip Fisher, Warren Buffet as well as more modern value investment gurus such as Jason Zweig which advise investors to see stocks as being a minority shareholder and build a margin of sfatey. In my contribution to Seeking Alpha these are the two principles I will always reflect in my articles.
Zach is a biotech investor with PhD training in Biochemistry and Molecular Biology. In real life, he is a scientific writer specializing in continuing medical education. He hopes to provide a crucial piece of total due diligence as well as interesting insight into clinical findings that may impact readers' portfolios and lives.
Private investor who started at the age of 16 years old with a joint account with my dad. I'm now more than 50-years old. I came up through the finance ranks starting my career at Arthur Andersen & Co. I became a CFO of a private company in my early 30s and was lucky enough to be able to retire many years ago after being in the right place at the right time. I retired as the President of a $400 million partnership marketing company. My investment philosophy is to focus on companies that have the following characteristics:
- Rock solid balance sheets
- Outstanding FCFs
- Growing revenues
- Expanding margins
- Strong management team focused on driving LONG-TERM STAKEHOLDER VALUE!
I perform all my own due diligence and build all my own models. My motto is SLOW AND STEADY!!!
I am a high school teacher for a decade.
Before that I was an analyst (operations and financial) and for a short time a Controller
I have a B.S. with an emphasis in Accounting and an MBA (for which I studied Finance, Economics, and Management)
I passed the CPA exam on the first try and am a retired CPA in the state of Maryland.
I have a high school teaching credential and an MA in Math Education
Wall Street Forensics - Chief Research Analyst www.wallstreetforensics.com Instavest Lead Investor - You can follow my personal trades and invest your own money with me via Instavest www.instavest.com My focus is on ground breaking technology and the companies that will deliver them in the future. I have managed a family portfolio since 2008 that has been focused on growth and income generation. You can follow me on twitter @WallStForensics
My Wall Street Forensics weekly newsletter provides in-depth and analysis of tech companies. Individually stock picks are recommended portfolio weightings and price targets. Investment picks may range from emerging technology companies that are highly speculative stocks and come with very high risks and very high rewards or momentum stocks that are more mature and come with downside risks but potential explosive upside potential. Stock picks are held captive for Wall Street Forensic subscribers for weeks or months before they are released to the public. This gives subscribers an advantage to get in early before the general public is alerted of my investment picks.
I am a strategic leader with over 13 years of experience in Internal Audit, Accounting, Finance and independent investment research for multi-billion dollar corporations with a demonstrated record of achievement and understanding of business processes, corporate strategy, financial month end close and forecasting.
I have a financial oriented mind with the ability to understand technology, operations and the financial impact of change on an organization’s income statement. My research efforts are focused on technology and the relationship of various data inputs to assemble conclusions and various scenario outcomes. I have been recognized as an independent research expert in technology specifically related to Apple and Intel by various media outlets including The Wall Street Journal, Forbes, USA Today and CNN Money.
My general area of focus is on technology companies. Specifically, technology companies that will help improve and are improving and impacting our daily lives. I enjoy taking a deep dive into up and coming tech companies or companies that are enduring product or industry transition.
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.
If you are interested in any of my digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site
You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium SA platform, "Retirement: One Dividend At A Time"
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
Former broker, now an independent analyst/writer on Seeking Alpha and founder and editor of the Growth Stock Forum. Focusing on small-cap, mid-cap and biotech stocks. Looking for substantial sales and earnings growth potential and seeking the best risk-adjusted returns from my stock selection. Taking advantage of medium to long-term momentum.
My articles represent my personal opinion and analysis and should not be regarded as investment advice in any way. Readers and subscribers should do their own due diligence and/or consult their financial advisor before making decisions to buy or sell securities. Trading and investing include risks, including loss of principal.
Exclusive research: http://seekingalpha.com/author/oneil-trader/research
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.
We are a team of market professionals with 18 years combined experience as investment advisers and stock analysts. We specialize in the transportation sector (rails, air freight, ports, shipping and logistics). We use our deep knowledge about this space to help readers earn higher risk adjusted returns. In addition, we have 11 years of experience trading options and use these to generate extra income. A client with a $100,000 dollar portfolio can expect an extra $3,000 to $8,000 from these investments.
The name cauchy: Augustin-Louis Cauchy was a French mathematician reputed as a pioneer of analysis. He was one of the first to refute and prove the theorems of Calculus.
Cauchy will be dedicated to in-depth contrarian research on selected stocks. My primary focus will be on credit closed-end funds and may dive into technology and Chinese stocks.
Respected investment heroes: Kyle Bass, David Einhorn, Howard Marks, and Bill Gross.
I am a private investor specializing in small and micro cap stocks.
I believe the large multi national companies are nearly impossible to fully understand -
whereas small companies often have an easily understood story (for one who
does extensive due diligence) and the upside potential is far greater in small
stocks. We will not see Cisco (now about $22) in our lifetimes sell at $220 - but
I have often enjoyed 10X return on small cap investments. I believe that the
"effecient market theory" exists with large company stocks - When they are too
cheap, investors buy them and bring them to fair value - conversely when they
are too expensive they sell and the stock declines to fair value - making outsized
returns within a reasonable time frame - very difficult. Small stocks are usually
overlooked, underfollowed and unknown to most investors, funds and analysts.
Accordingly the small caps can sell at significantly less than their current and
potential value - creating great opportunities for large gains. What to look for in
small stocks: 1. Sufficient capital to fund operations and avoid dilutive financings.
2. Is the market, and their opportunities within that market, sufficient to generate
sufficient revenue and earnings to cause significant rise in share value - and
when can the revenues begin to flow. 3. Is management capable and honest.
4. Does the company have IP and patent protection and/or there barriers to
entry from competition. 5. Is trading volume sufficient to insure liquidity.
6. (most important) is the stock price execssive based of speculation or
"fluff" or is the stock undervalued becasue it is unknown and underfollowed?
When these questions are answered - OK - then there is usually a great profit
to be make in investing in small stocks. My favorite small stock by far today
Mid September 2009 is Antares Pharma (AIS) selling at around $1.10.
"If in an unknowable world, none of your bridges fall down, you are building them too strong. Similarly, if in an unknowable world none of your investment looks foolish after the fact, you are staying too far away from the unknowable."
-Richard Zeckhauser, "Investing in the Unknown and Unknowable"
Mr. Cutler's background includes 15 years of energy trading and risk management systems consulting to commodity trading shops, investment banks, power, natural gas and oil companies throughout North America. Former clients include JP Morgan, Shell, Bear Stearns, ExxonMobil, BP, PacifiCorp (owned by Berkshire Hathaway), Calpine and Williams. He was a partner at The Structure Group, a premier energy consulting firm, prior to Structure being acquired by Accenture, where he began his career. Mr. Cutler currently manages a small (two partners) investment fund, Stratesis, LLC, utilizing internally developed algorithms leveraging a big data approach.
He holds a Bachelor of Science degree in Electrical & Computer Engineering, Digital Signal Processing and Computer emphasis, with a Mathematics minor from Brigham Young University. He attended BYU on academic and Division 1 swimming scholarships, where he was team captain 2 years.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
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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.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
Degree in Mechanical Engineering, Ohio State Un. MBA Accounting & Finance (second major in Transactional Law), Abilene Christian Un. Did a tour as a military pilot in USAF during Viet Nam era. Well versed in mergers & acquisitions of mid-sized companies. Completed the American Institute Of Certified Public Accountants (AICPA) courses to become a certified business appraiser.
My wife has a degree in Accounting and is a CPA. She spent 10 years with a big 4 public accounting firm, was the CFO with equity participation in two separate private equity funded ($100 million each) start ups that were both successfully sold to large NASDAQ listed companies, and is now the Director of Internal Audit reporting directly to the Chief Auditor for a very large financial services firm. She is eight years younger than me and not ready to retire just yet.
I worked in corporate America as a Sales & Marketing guy in the machine tool industry and then in the aerospace industry (I sold aircraft for Lockheed). This type of board room consultative sales involving the closing of multi-million dollar orders (they call it gunning for elephants) requires combining the engineering knowledge (to solve the customer's application problems) and the accounting and finance knowledge (to perform the financial analysis to justify why the company should make the purchase).
It became apparent that individuals that have both the engineering and accounting & finance knowledge are quite rare, and that manufacturers of high price tag capital equipment needed these kind of people. So I started my own executive search firm in my early 30's to go out and find engineer/MBA types for companies in need. Being focused in this niche market allowed us to compete against the large firms. We were highly successful, grew the firm for 15 years, and then sold it.
Became a full time student of the stock market, built a sizable library, created outlines and developed procedures for analyzing equities to select for long term investing. Grew our retirement nest egg into a multi-million dollar portfolio.
Became interested in actively trading stocks and traded on the inside market as a market maker on the NASDAQ stock exchange until the conversion from fractions to decimals dramatically reduced the spreads between bid and ask prices, which in turn dramatically reduced my income. That forced me to trade more and more like a day trader in order to maintain a good income, which I did not like or enjoy. Regardless, I kept at it for a total of about 15 years and have recently retired.
Now I manage our sizable retirement nest egg on a full time basis.
Now it's just me and my lovely wife of 35 years (she is the best thing that ever happened to me).
Lowenthal Capital Partners is operated by Trevor Lowenthal. Trevor graduated with a BA in Political Science from University of California, Davis with Summa Cum Laude distinction. Trevor is finishing his J.D. at the University of Colorado Boulder Law School.
Trevor manages the Actionable Ideas for Maximizing Returns newsletter. Sign up for a free trial here.
Individual investor, part-time, about 20 hours a week. Medical and research background has been helpful in my area of interest which is highly speculative biotechs - device, drugs, and drug delivery platforms.
Independent writer/trader/investor that tends to write more for informational purposes than to advance a particular position. Please click to follow me if you like my work. There’s an option to follow me at the top of my articles. Best functionality of site is on desktop.
OTHER PLACES TO FOLLOW ME:
I’M NOT A FINANCIAL ADVISOR & ONLY GIVE MY OPINIONS. SEEK EXPERT ADVICE ELSEWHERE. ;) Investment Philosophy: Understand why you are getting in.
My positions, long or short can change dramatically as new information comes to my attention. All stocks are risky, but, don't follow me into a penny stock without realizing they are HIGHLY risky and you can lose ALL of your investment.
No payment in any form is accepted for my writing by any company or other party. I only receive that which comes from writing on Seeking Alpha.
Education is an undergraduate degree in Business Administration and Management. Masters' in Organizational Management.
Be kinder than necessary, for everyone you meet is fighting some kind of battle. ;)