Formerly Chief Market Strategist at Capital Ladders Advisory Group LLC. After the sale of certain of CLAG's retail and institutional assets in October 2015, I have commenced my latest venture in the CPG industry which is centered on the development and licensing of consumer and commercial technology. https://www.linkedin.com/profile/view?id=AAIAAA3lJ9IBNi1rhhFzRWElkJl4MpyNuIiHglQ&trk=nav_responsive_tab_profile
CooLinX Integrated Technologies develops technologies for the beverage and CPG industry. We are presently effecting licensing agreements with multi-national brands and co-developing products aimed for mass market consumption.
A former financial advisor. I manage six family portfolios, a family foundation and a dynasty trust with a tilt toward defensive value-oriented NYSE companies. Holding periods depend mainly on valuation, typically multi-year, some multi-decade. As income and value oriented investors, we generally avoid Nasdaq and AMEX listed companies as well as technology names which I feel are near impossible to handicap. Attempting to identify absolute and relative values through stock screens, the neglected, and non-permanent distressed situations- including blue chips sitting at, or near 52 week lows is my focus. I especially like to handicap blue chips in the cross hairs of a media storm, e.g Halliburton, Carnival, BP SeaWorld etc. * I pay little attention to macroeconomic themes unless they are industry specific. * Low EBITDA/Enterprise multiples as it relates to historical CAGR, and conservative debt to EBITDA coverage is very important. * Following both insiders and investment managers building outsized positions within their overall portfolio is important for establishing confirmation bias. * A substantial and growing dividend policy is important, but there are exceptions. * Wide economic moats through strong brands and market leadership. * Honest and competent management. * I tend to like companies based in Minnesota, and dislike companies in the deep south, especially Florida, all things being equal. Ideally, I attempt to average the 30 year treasury yield across all equity holdings including preferreds. My number of holdings is between 30 and 35 names. Some of my best trades were selling Sun Microsystems and Cisco at the market top for a 1000%+ return. Rogers Sugar, where my dividends have lowered my cost basis to zero. Buying Equinox minerals and Lionore mining as penny stocks, both of which were acquired. Recent investment winners have been AAL, originally bought at $17 Campbell Soup purchased at $33. and Davide Campari ADR at $6 Current asset allocation: 40% NYSE common stocks 10% Nasdaq stocks 5% preferred stocks 25% municipal bonds and corporates 5% Canadian equities 10% cash +/- 5% in either direction. Core holdings include: Bank New York Mellon Coca Cola Carnival Neogen, Applied Materials Rogers-Lantic Sugar Liquor Stores, NA Disney Du Pont Gilead Sciences McGraw Hill H&R Block Intel Davide Campari BP Plc Stanley Black & Decker Qualcomm Patterson Companies ATT Cabot American Airlines SeaWorld Grupo Mexico Patterson Companies, Wolverine Worldwide, Statoil, Houghton Mifflin, Liberty Braves, GDX etf
Lateral Capital Management, Inc. (“LCMI”) is a long/short credit & equity fund focussed on the infrastructure, mining & resources, oil & gas, renewables and utility sectors primarily in North America.
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Andrew Shapiro is Founder, President and Portfolio Manager of Lawndale Capital Management, an investment advisor that has managed activist hedge funds focused on small- and micro-cap companies for over 23 years, one of the longest periods of experience deploying an activist/relational investment strategy today. Mr. Shapiro’s proactive ownership approach has been effective in directly creating and unlocking shareholder value in Lawndale’s portfolio companies and has contributed to Lawndale’s activist funds often being ranked among the top event-driven and small-cap value funds in peer databases for long-term performance. In addition to leading Lawndale, Mr. Shapiro has also served as a Director or Observer on portfolio company boards and debt and equity bankruptcy committees. Mr. Shapiro is a member of the National Association of Corporate Directors (NACD) and, via Lawndale, has been a long-time Sustaining Member of the Council of Institutional Investors (CII).
Mr. Shapiro has more than two decades of portfolio management and analytically varied experience from a number of "buy-side" positions, employing a rare combination of credit, legal and equity analytic and workout skills. Prior to founding the Lawndale organization in 1992, Mr. Shapiro managed the workout and restructuring of large portfolios of high-yield bonds, distressed equities and risk arbitrage securities for the Belzberg family's entity, First City Capital. Before joining First City, Mr. Shapiro was involved in numerous highly leveraged corporate acquisition and recapitalization transactions for both Manufacturers Hanover Trust and the Spectrum Group, a private equity firm.
Mr. Shapiro received his JD degree from the UCLA School of Law where he was an Olin Fellow, an MBA from UCLA's Anderson Graduate School of Management where he was a Venture Capital Fellow and a BS in Business Administration from UC Berkeley's Haas School of Business, where he has taught finance courses and frequently guest lectures.
Mr. Shapiro was recently selected to the 2012 NACD Directorship 100, a list of the most influential leaders in the boardroom and corporate governance community. He is often quoted on matters of corporate governance, fiduciary duty and activist investing and has been the subject of several articles, including a Business Week article in 2000 calling him “The Gary Cooper of Governance”. Mr. Shapiro frequent speaks and panels on corporate governance and activist investing issues at a broad range of prestigious forums that include the Council of Institutional Investors, National Association of Corporate Directors, American Society of Corporate Secretaries, SEC Advisory Committee on Small Public Companies, and the Director’s education programs of Stanford Law School, UCLA Anderson Grad. School of Mgmt., the Wisconsin Business School and Yale’s Millstein Center for Corporate Governance, among others. Mr. Shapiro is a Contributing Author at Seeking Alpha.
Mr. Shapiro started Lawndale’s funds in 1993 with only $188,000 under management and through performance and added capital has grown the firm’s managed assets substantially. Lawndale applies a private equity approach through active and relational ownership of public company securities. In most investments, Lawndale plays a constructive relational role by actively working with boards and management teams to help them achieve their strategic and operating goals. In other instances, Lawndale is a direct value-unlocking catalyst, utilizing a range of tools that include aggressively promoting improvements in a company's governance and operational structures, proxy actions, asserting shareowner’s legal rights and taking active roles in restructuring and buyout proposal negotiations..
I am an investment adviser and owner of True Vine Investments, a Registered Investment Adviser in the United States.
Individual stocks from mainly the U.S., Australia, Canada, and the U.K. are my preferred investment vehicle. I also have an interest in a select few Russian equities based on my view that Eastern Europe is being transformed by economic freedom and will have a dynamic economy in the decades to come.
The Lord Jesus Christ is the center of my life and investing. He has radically transformed both. The unique approach to investing that He has given me is detailed on my company website, where I also write an investing blog called The True Vine Letter.
I previously worked for JPMorgan Asset Management for 10 years. I spent the last several years there as Vice President and Onboarding Manager for the Global Liquidity Business. I have a Finance degree from Susquehanna University (1999) and I hold the Chartered Financial Consultant Designation (ChFC).
I am the author of The Truth On Investing: From The Darkness Of The Crowd To The Light
Reuben Gregg Brewer spent about 15 years at world renowned Value Line, the Publisher of The Value Line Investment Survey. During this time he worked in various facets of the company's research efforts, including equities, mutual funds, convertibles, and options. For six years, he directed all of the company's research efforts as Value Line's Executive Director of Research. Today he writes about the things that interest him.
Tales From The Future (tftf). I picked my nickname because many advisors and investors claim they can predict the future of the (stock) markets and somehow pick the winners. I don't. I usually do not engage in short-term trading and myopic analysis (quarter by quarter, without looking at the big picture). I like to work with long-term scenarios with a focus on possible disruptions in the technology and energy sectors. I look into value and contrarian ideas as well as emerging technologies and growth stocks worldwide, both on the long and short side. I also like to discuss the influence of monetary policy on global stock markets. I am fiercely independent in my investment research and therefore use the image of a lone Ninja. This influenced my investment principles for the past 20+ years: Pick your targets with patience. Do your OWN diligence. Never follow the herd blindly: 'Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, and one by one.' General Sector Focus: Technology/Internet, Value, Disruptors, Energy/Alt Energy, Entertainment Stocks and Monetary Policy/Geopolitics. Geographical Focus: USA, Western Europe, Japan. Sector 'Halo' Focus Stocks: AAPL, TSLA... PS: Not a native English speaker. I apologize in advance for any typos and grammatical errors.
Raised in China and having moved to the US a couple years ago, Ben Song is a fresh MBA graduate at Cornell University. Previously, he worked seven years in Asian capital markets. More recently he was a market-neutral portfolio manager at a global asset manager. Ben Song is a CFA, FRM and CIIA charter holder. He likes thinking, reading, and traveling around the world to explore similarities and differences. He believes in GARP but doesnot refuse the mispricing opportunities which are very common in emerging markets. By this means, Ben has created over 500% return over the past three years... Contact Ben at https://www.linkedin.com/in/songshaofeng
Stirling is a first-year MBA student at The Wharton School of the University of Pennsylvania majoring in Finance. Prior to Wharton, Stirling was an investment banking vice president at GP Bullhound and began his career as an investment banking analyst at Bank of America Merrill Lynch. Stirling graduated from the University of Southern California, where he received a B.S. in Business Administration, cum laude.
Retired former broadcaster, spent 35 years in mid-market television stations in sales, sales management and as a general manager of CBS, ABC, FOX, UPN, and CW affiliated stations.
I am a 30-year 'retail' investor in quality dividend paying stocks with emphasis on energy, food products, consumer staples, health care and technology. I learned enough about 'Mr. Market' to be able to retire in my 50's and live the good life with an income stream provided in part by a portfolio of dividend paying stocks.
For the last dozen or so years, I have found great joy in mentoring and encouraging young people to take the leap and get started with investing...pointing out that they have time on their side and that small, regular investments over time can really add up.
A grizzled veteran after 30 years of personal investing, I have strong personal interests and aptitude in economics, business analysis, technology and personal finance. I have experienced the lows of the 70s and 80s, and the highs of the 90s. After surviving the Great Recession, I have experienced almost every kind of market known to man, and have a plan on how to deal with the markets ups and downs. I believe "less is more" when it comes to government.
Motto: I invest in undervalued (i.e. cheap) well-established companies trading at a below market multiple.
The companies that I invest in are large stable companies with proven track records. My goal is the highest total return possible with the least amount of risk.
Professional Background: I am a healthcare practitioner with extensive experience in the pharmaceutical sector. I have a passion for investing honed over the past twenty years through various market cycles.
I'm a retired businessman, married, two adult children. I live in Wisconsin on a lake outside Milwaukee. I spend a chunk of the winter in Mexico. I'm an avid golfer both here and there. I've been a lifelong investor, ever since my grandmother gave me five shares of Sears stock when I was very young. I later sold it when i was about 25 and bought my first commercial property. Sold that and bought some stock. I monitored the company profit sharing plan, and watched one investment advisor after another underperform the market. I've since been a big fan of index funds. About five years ago I had cash to use for investing, and started down the dividend growth path. So my investments these days are dividend stocks, Total market and SP500 index funds, commercial real estate, apartment buildings, and my wife has mostly managed funds in her retirement plans. I spend my time these days (when not on the golf course) working with a few non-profits, helping them raise money.
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.
“The authority of those who teach is often an obstacle to those who want to learn.” - Marcus Tullius Cicero
The contributions here are DEFINITELY NOT an advice or recommendation to buy or sell. I would not act on all ideas shared here and do not expect anything different from the readers.
Have an academic and practical background in finance and investing (including hedge funds), please discount the same.
Former CFO, major health care company. Now retired but continue to invest, mostly in health care, but other attractive markets are followed. can be opportunistic but mostly longer term orientation.
I have been investing in the stock market as a personal investor for approximately ten years now. I began my training in an accelerated pre-med program, and have continued both my interest and research in related topics. I only invest in companies after very lengthy deliberation, although am apt to leave the market entirely for periods of time. I have almost exclusively traded in the biotech sector.