A commercial banker, with a graduate degree in Economics and Finance. I take an "event-driven" and "fundamental analysis" approach when hand-picking stocks for investments and believe in staying abreast with the latest happenings in the market.
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
Investing has always been my passion. I bought my first stock as a teenager almost 30 years ago. I am an advisor to Jomaih Holdings, while managing an investment partnership in which a significant portion of my net worth is invested alongside other investors. Inspired by Warren Buffett's teachings I have recently decided to embark on an adventurous venture to discover the world’s best businesses, businesses that by virtue of their superior business model, brand excellence and capable management, possess a demonstrable and durable competitive position allowing them to compound earnings and cash flow per share at an extraordinary rate today and far into the future. Please bear in mind that these magical companies are not easy to find, nor cheap to buy, and the strategy requires a predisposition on behalf of the investor to seek long term alpha as opposed to short term speculative returns. As Buffett says: "Time is the friend of the wonderful company, the enemy of the mediocre". In the context of a long term horizon and an industry agnostic basis, I seek out companies that: - are high quality, easy to understand businesses, with leadership positions in their industry; - are likely to be around ten or fifteen years from now and not particularly exposed to obsolescence risk; - have a sizeable moat or sustainable competitive advantages and an ethos that seeks to enhance that advantage over time; - depict margins that are not only better than the average American business but are also stable and/or improving; - demonstrate a consistent track record of generating high returns on equity and invested capital; - exhibit sustained operating leverage as well as durable economic goodwill – this is a measure of how capital efficient a business is, and what I believe to be the single most important factor and the secret ingredient behind Buffett’s long term investment success; - produce copious free cash flow; - possess a strong balance sheet; - are preferably owner operated or at the very least run by shareholder friendly management teams with demonstrable capital allocation talent; - have a strong likelihood of continued growth The final and perhaps the most important piece of the puzzle is of course price. Companies that fulfill the above criteria are a rare breed and are unsurprisingly seldom priced cheap. Personally I subscribe to a mantra that I call “quality at a reasonable price”. Remember time, not timing is the key to successful long term investing!
L&F Capital Management, LLC, is a quantitative investment management group located in San Diego, California. Our multi-strategy investment approach comprises a mix of event-driven trades and long-term value investments, utilized together to maximize profit in both short and long term scenarios. We maintain consistency in portfolio mix through our long-term value holdings, but stress flexibility in portfolio mix from our daily event-driven trades. We believe this mix of flexibility and value generates both short and long term profits while reducing exposure to market volatility. L&F also shares various trade and investment opportunities through Seeking Alpha. For more information, visit www.lfcapitalmanagement.com.
Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor. He has been a frequent guest on Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes Moneybuilder, GuruFocus, MarketWatch and InvestorPlace.com.
Charles holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
It is very hard or impossible to time the broad market consistently — there are no famous investors that got rich by consistently knowing what the broad market would do next. This only makes sense, as there are just too many variables in the broad market. But there are many famous investors who got rich analyzing individual securities, and this is where you should put your focus. You can get an edge in individual securities. Joe Springer was the number 1 ranked stock analyst in the world by tipranks.com, and on most days is still ranked in the top 5%. Joe is a Certified Technical Trainer, and enjoys teaching about the stock market as well as managing portfolios. If you would like to follow Joe on Twitter, his handle is @JoeSpringer.
I'm an Army veteran and former energy dividend writer for The Motley Fool. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams, and enrich their lives. With 20 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 4-5% yield
2. Offers 9%-10% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
1. Navios Maritime Midstream Partners (NAP)
2. Golar LNG Partners (GMLP)
3. Dynagas LNG Partners (DLNG)
4. Suburban Propane Partners (SPH)
5. Ship Finance International (SFL)
6. KNOT Offshore Partners (KNOP)
7. Sunoco LP (SUN)
8. Summit Midstream Partners (SMLP)
9. Gaslog Partners (GLOP)
10. Triangle Capital (TCAP)
11. Seaspan (SSW)
12. CorEnergy Infrastructure Trust (CORR)
13. Energy Transfer Partners (ETP)
14. Fidus Investment Corp. (FDUS)
15. New Mountain Finance Corp. (NMFC)
16. Ares Capital (ARCC)
17. Annaly Capital Management (NLY)
18. Terra Nitrogen (TNH)
19. Monroe Capital (MRCC)
20. Hercules Capital (HGTC)
21. TPG Specialty Lending (TSLX)
22. Enviva Partners (EVA)
23. ONEOK Partners (OKS)
24. Hoegh LNG Partners (HMLP)
25. Jernigan Capital (JCAP)
26. Starwood Property Trust (STWD)
27. New Senior Investment Group (SNR)
28. Ladder Capital Corp. (LADR)
29. Compass Diversified Holdings (CODI)
30. Goldman Sachs BDC Inc (GSBD)
31. Ares Commercial Real Estate Corp. (ACRE)
32. AmeriGas Partners (APU)
33. Ciner Resources (CINR)
34. Care Capital Properties (CCP)
35. Genesis Energy Partners (GEL)
36. Landmark Infrastructure Partners (LMRK)
37. Blackstone Minerals (BSM)
38. Omega Healthcare Investors (OHI)
39. Tallgrass Energy Partners (TEP)
40. Xenia Hotels & Resorts (XHR)
41. Holly Energy Partners (HEP)
42. City Office REIT (CIO)
43. Gaming and Leisure Properties (GLPI)
44. Pattern Energy Group (PEGI)
45. Sunoco Logistics Partners (SXL)
46. Sabra Healthcare REIT (SBRA)
47. Community Healthcare Trust (CHCT)
48. Main street Capital (MAIN)
49. LaSalle Hotel Properties (LHO)
50. Energy Transfer Equity (ETE)
51. Chatham Lodging Trust (CLDT)
52. Royal Dutch Shell (RDS.A)
53. Chesapeake Lodging Trust (CHSP)
54. Macquarie Infrastructure Corp. (MIC)
55. MPLX (MPLX)
56. Medical Properties Trust (MPW)
57. Apple Hospitality REIT (APLE)
58. 8Point3 Energy Partners (CAFD)
59. Brookfield Renewable Partners (BEP)
60. Stag Industrial (STAG)
61. NRG Yield (NYLD)
62. InfraREIT (HIFR)
63. VEREIT (VER)
64. Armada Hoffler Properties (AHH)
65. Spirit Realty Capital (SRC)
66. HollyFrontier Corp. (HFC)
67. Vodafone (VOD)
68. Hannon Armstrong Sustainable Infrastructure Capital (HASI)
69. Ford (F)
70. NextEra Energy Partners (NEP)
71. GM (GM)
72. PacWest Bancorp (PACW)
73. AT&T (T)
74. Easterly Government Properties (DEA)
75. Brookfield Property Partners (BPY)
76. ONEOK Inc (OKE)
77. W.P Carey (WPC)
78. MGM Growth Properties (MGP)
79. Preferred Apartment Communities (APTS)
80. Hersha Hospitality Trust (HT)
81. RLJ Hospitality Trust (RLJ)
82. Enterprise Products Partners (EPD)
83. Pebblebrook Hotel Trust (PEB)
84. Brookfield Infrastructure Partners (BIP)
85. Magellan Midstream Partners (MMP)
86. Iron Mountain (IRM)
87. National Health Investors (NHI)
88. EPR Properties (EPR)
89. Spectra Energy Corp. (SE)
90. Lazard Ltd. (LAZ)
91. Chevron (CVX)
92. Helmerich & Payne (HP)
93. Valero Energy Corp (VLO)
94. Maiden Holdings (MHLD)
95. Oceaneering International (OII)
96. Toronto-Dominion Bank (TD)
97. Invesco (IVZ)
98. ExxonMobil (XOM)
99. L Brands (LB)
100. Suncor Energy (SU)
101. Wells Fargo (WFC)
102. Gilead Sciences (GILD)
103. Bank of America (BAC)
I'm a financial auditor that holds a BA in accounting and a MBA. I'm interested in where value can be realized. This could be a small or large cap company selling at favorable EV/EBIT or a special situation/event driven investments. Warren Buffet once said, "You have to turn over a lot of rocks to find those little anomalies" and I hope to do just that.
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.
Looking for the value plays in the market. Offering easy to understand analysis usually on a macro level. Despite the efficiencies of the market, value plays are there every day; you just need to work to find them.
Founder of "The Contrarian", a premium research service, featuring the "Bet The Farm" Portfolio. Actively investing since 1995, I have soared like an eagle, and been unmercifully humbled by the markets. Achieved positive returns in 2008, and turned an account with $60,310 on 1/1/2009 into an account with $3,177,937 on 11/30/2009. My best years have been 1995-2003, 2008-2012, and 2016-????. My worst years were 2013-2015. I believe inflation is coming, and we are at an inflection point in the markets.
Twenty year career as an investment analyst, investor, portfolio manager, consultant, and writer. Founder of Koldus Contrarian Investments, Ltd, which was incorporated in the spring of 2009. Dyed in the wool contrarian investor, who has learned, the hard way, that a good contrarian is only contrarian 20% of the time, but being right at key inflection points is the key to meaningful wealth creation in the markets. I believe we are near a meaningful inflection point, perhaps the biggest one yet, for the third time in the past 15 years.
Historically, I have had huge wins and impressive losses based on a concentrated, contrarian strategy. Trying to keep the good while filtering out the bad.
Seeking to run an all weather portfolio with minimal volatility and index overlays to capture my strategic and tactical recommendations along with a concentrated best ideas portfolio, which is my bread and butter, but the volatility only makes it suitable for a small piece of an investor's overall portfolio. The following are a couple of my favorite investment quotes.
"Life and investing are long ballgames." Julian Robertson
"A diamond is a chunk of coal that is made good under pressure."
"Knowledge is limited. Imagination encircles the world." Albert Einstein
I’ve been on top of the world, and the world has been on top of me. I have learned to enjoy the perspective from each view, and use opportunities to persistently acquire knowledge, and enjoy the company of those around me, especially loved ones, family, and friends.
At heart, I am a market historian with an unrivaled passion for the capital markets. I have had a long history and specialization with concentrated positions and options trading. Made money in 2008 with a net long portfolio, deploying capital in some of the market's darkest hours into long positions including purchases of American Express, Atlas Energy, Crosstex, First Industrial Real Estate, General Growth Properties, Genworth, Macquarie Infrastructure, Ruth Chris Steakhouse, and Vornado near their lows. Shorting, hedging, and option strategies also helped me in 2007 and 2009, and these are skills that I have developed ever since I started trading heavily in 1996.I enjoy reading, accumulating knowledge, and putting this knowledge to work in the active capital markets, learning lessons along the way.To this day, I continue to learn, and some of these learning lessons have been excruciatingly difficult ones, especially over the past several years, as I made mistakes allocating capital, including a sizable portion of my own capital (I always invest alongside my clients), to commodity related stocks. While all commodity related stocks have struggled since April of 2011, coal companies, which attracted me due to their extremely cheap valuations, and out-of-favor status (I am a strong believer in behavioral finance alongside fundamentals and technicals) have been the worst investing mistake of my career. The focus on the commodity arena has been the biggest mistake of my investment career thus far, yet in its aftermath, I see tremendous opportunity, even larger in scope than the fortuitous 2008/2009 environment.The capital that I accumulated and the confidence gained in navigating the treacherous investment waters of 2008 gave me the confidence to launch my own investment firm in the spring of 2009, right before the ultimate lows in the stock market. At the time I was working as a senior analyst at one of the largest RIA's in the country, and I felt strongly that the market environment was the best time since 1974/1975 to start an investment firm.
Prior to starting my firm, I was a senior analyst for three different firms over approximately 10 years (Charles Schwab, Redwood, Oxford), moving up in responsibility and scope at each stop along my journey. Since I was a paperboy, I have always had an interest in the investment markets. I love researching and finding opportunities. I am a Chartered Financial Analyst, CFA, as well as a Chartered Alternative Investment Analyst, CAIA. After starting in the teaching program at Ball State University, I switched to a career in finance when I turned a small student loan into a substantial amount of capital. I graduated summa cum laude with a degree in finance from Ball State.
Full disclosure, I am not currently a registered investment advisor, though I did serve in this capacity from 2009-2014, while owning Koldus Contrarian Investments, Ltd. Additionally, I held various securities licenses from 2000-2014, without a single complaint filed, and I continue to hold industry designations. At the end of 2014, I voluntarily let my state registration expire, as I transitioned the business to a different structure. Prior to this, I had passed, and held, various securities exams and licenses, including the Series 7, Series 63, and Series 65 exams, in addition to others, alongside my CFA and CAIA designations. Unfortunately, I did not file the proper paperwork to withdraw my state registration, and I did not disclose a personal arrangement, and subsequent civil case, between myself and a former close personal friend and client, that was initiated in 2011. I was unaware that I was required to disclose these items, and my securities attorney, at the time, did not advise me to do so. Previously, I had managed a portfolio for this gentleman, and we had taken an investment of approximately $7 million in 2009, and grown it to over $25 million at the beginning of 2012. After a difficult year of performance, an employee of the firm I owned, and friend, resigned in early 2013, and took the aforementioned client to a competing firm. As a result of not filing the proper paperwork, I agreed to a settlement, with a potential $2500 fine in the future, depending on if I choose to reapply to be a non-exempt advisor.
I am a freelance writer, business and technology enthusiast, and occasional investor.
In my professional career, I have founded a digital entertainment firm, and worked at several blue chip IT and technology companies as a Product Manager and Team Leader. I have been active in the markets for several years, and am primarily focused on long/short stocks and options.
I hold a Bachelor of Arts with Honours degree in Business Administration from Kingston University in London, United Kingdom.
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Our mission is to help you identify exceptional investment opportunities while avoiding the high costs and conflicts of interest that are prevalent throughout the industry. We offer additional free reports and a premium research service at BlueHarbinger.com. If you are ever in the Naperville, IL, USA area, our founder (Mark D. Hines) is happy to meet you at a local coffeehouse to talk about investments. Please feel free to get in touch.
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
Tom Dorsey has a BS in Business Administration and a stock analyst for over 20 years.
Improved website! Our recommendations average over 10% each quarter and help accelerate the growth of your portfolio. The overall market is moving sideways, but the results of our selected recommendations have helped investors increase their portfolios every quarter.
We track the overall market, economic conditions, the banking industry and REITs, the oil industry and MLPs As we move forward we describe the effects on your portfolio and how to grow.
The majority of our research has focused on higher paying dividend stocks in REITs and MLPs. Our return is 10% or higher return per quarter that includes the dividends and stock price appreciation. We use concepts called 'analytical sorting" and "90-Day Investment Cycle" that focuses on the effects on the markets and the personal investment strategies. I invest in what I believe in. We ask each person to make their own decisions before investing. Enjoy my articles and visit my website to provide me feedback. The comments are always welcome. Please comment on the articles, and respect each person’s opinion.
Author of the critically acclaimed book, "Taking Charge With Value Investing (McGraw-Hill, 2013)" and the premium subscription service "Tipping The Scale" (as seen below). An analyst that ranks in the top 4% on both tipranks.com and Motley Fool CAPS for stock picking performance.
Tipping the Scale members gain access to the TTS Portfolio Tracker. Here, members see what I am buying and selling the minute it happens, along with what I have owned, bought, and sold historically. These are just a few of the features on the TTS Portfolio Tracker.
Tipping The Scale is an equity research platform that uses a numeric scale instead of the traditional "Buy, Hold, Sell" to identify the best investment opportunities in the market. Stock coverage is determined by market catalyst, and every company goes through a vigorous test in 10 different categories. The higher the total score, the bigger the upside. In addition, Tipping the Scale also provides a number of portfolio strategies to hedge the volatility of the market and protect from downside.
Check out my instablog for more information on the popular research service Tipping the Scale, including performance information, benefits, and how it all works.
Disclosure: I'm not a financial adviser. All articles are my opinion - they are not suggestions to buy or sell any securities. Perform your own due diligence and consult a financial professional before trading.
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.
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.
I am a value investor, with special interests towards behavioral finance and business history. I am always learning more to improve my analysis to find those quality companies that we like to invest in.
If you have any questions, please send me a private message.
I have more than 10 years experience investing in commodities and hard assets such as gold and silver miners, exploration companies, oil and gas producers, MLPs, and various other sectors.
LL.M Oil & Gas Law
LL.B Law (Hons)
Diploma in Professional Legal Practice (All at the University of Aberdeen)
Self-taught in investing from the age of 17. Subsequently, I have been managing anglo-american share portfolios for myself and my family.
Send me a message for any queries.
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Martin Vlcek is a full-time investor and analyst who has been actively investing and managing money for more than 15 years. Martin has an Economics degree. Martin’s investment philosophy is to hold a truly diversified portfolio of investments across asset classes with low or negative correlation and a positive carry if possible. His primary stock investment focus is on undervalued small-cap stocks with favorable risk-to-reward ratio and upcoming catalysts.
Martin became a full-time investor and money manager after a 15-year career in online marketing where he was one of the pioneers of the pay-per-click search. Martin later held managerial positions at several Fortune 500 companies and also managed his own startup company.
IMPORTANT DISCLAIMER: Martin is not a Registered Investment Advisor, Broker/Dealer, Securities Broker or Financial Planner. The Information in his articles, his comment and his premium subscription service on SeekingAlpha.com or elsewhere is provided for information purposes only. The Information is not intended to be and does not constitute financial advice or any other advice, is general in nature and not specific to any individual. Before using Martin's information to make an investment decision, you should seek the advice of a qualified and registered securities professional and undertake your own due diligence. None of the information provided by Martin is intended as investment advice, as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. Martin is not responsible for any investment decision made by you. You are responsible for your own investment research and investment decisions.
Hi I'm Lior, a PhD candidate in Economics at the University of Barcelona. My field of research is macroeconomics and monetary policy. I have been a blogger for several years mostly focusing on commodities and an active contrarian investor. My blog is tradingnrg.com, and I'm also a co hosting a weekly podcast http://www.marketmoverspodcast.com/
You can also follow me on twitter @Tradingnrg
In the US, I am currently fully long: JNJ, UNP, CSCO, MSFT, ORCL, TROW, ADM and MGNA
In Germany, I am currently fully long: BASF, Munich Re and Henkel
In France, I am long ENGI
In the UK, I have full positions in BHP, RDSB, Unilever.