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Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
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Please note that I do not read comments posted here, nor respond to messages here. I don't have the time. If you want my attention, you must seek it directly at my blog.
David J. Merkel, CFA — From 2003-2007, I was a leading commentator at the excellent investment website RealMoney.com (http://www.RealMoney.com). Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and now I write for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc. My specialty is looking at the interlinkages in the markets in order to understand individual markets better.
I no longer contribute to RealMoney because my work duties have gotten larger, and I began this blog to develop a distinct voice with a wider distribution.
In 2008, I became the Chief Economist and Director of Research of Finacorp Securities (http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=109&STORY=/www/story/02-08-2008/0004752449&EDATE=). Finacorp went into liquidation in June 2010, after which I decided to open my own asset management shop, Aleph Investments, LLC. I manage stock and bond portfolios for clients.
Until 2007, I was a senior investment analyst at Hovde Capital, responsible for analysis and valuation of investment opportunities for the FIP funds, particularly of companies in the insurance industry. I also managed the internal profit sharing and charitable endowment monies of the firm.
Prior to joining Hovde in 2003, I managed corporate bonds for Dwight Asset Management. In 1998, I joined the Mount Washington Investment Group as the Mortgage Bond and Asset Liability manager after working with Provident Mutual, AIG and Pacific Standard Life.
My background as a life actuary has given me a different perspective on investing. How do you earn money without taking undue risk? How do you convey ideas about investing while showing a proper level of uncertainty on the likelihood of success? How do the various markets fit together, telling us us a broader story than any single piece? These are the themes that I will deal with in this blog. I hold bachelor’s and master’s degrees from Johns Hopkins University.
In my spare time, I take care of our eight children with my wonderful wife Ruth. Visit this site: The Aleph Blog (http://alephblog.com/)
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry.
Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts for $20 per month. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015.
You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)
The writer is a long term value investor and M.Sc graduate in Financial Markets with over 10 years experience. Value can be found in both long and short ideas and uses options to enhance the risk-return profile of investment ideas.
Disclaimer: This article provides opinions and information, but does not contain recommendations or personal investment advice to any specific person for any particular purpose. Do your own research or obtain suitable personal advice.
M. Kevin Flynn has held the Chartered Financial Analyst designation since 1992. He is the President of Avalon Asset Management Company, a Registered Investment Adviser, and has worked in the investment industry since 1983.
Avalon's MarketWeek, a weekly newsletter written by Mr. Flynn and covering the stock market, economy and individual stocks has been published continuously since April 2007. For subscription information please send an email to email@example.com
I run the long-term dividend investing website: www.theconservativeincomeinvestor.com
I spend most of my time reading through annual reports looking for a small-cap stock to feature in my monthly edition of "The Conservative Investor Digest." That is where you can find my best work, and that is where I focus my research.
You can become a subscriber here: https://gumroad.com/l/HmqJx
Stephen Aniston is President of Volatility Advisors, a financial research firm that focuses on stock market volatility. The company operates VIXCONTANGO.COM, the best source for volatility data, analytics, trade alerts and research. Prior to his current endeavor, Mr. Aniston was a financial technology software manager, architect and developer with over 10 years of experience in the financial industry. He was Technical Architect for the Merchant Bank at Goldman Sachs and Technology Vice President for the Investment Bank at the Royal Bank of Scotland. He also had stints at hedge fund investment firms (commonly called fund-of-funds) K2 Advisors and Ivy Asset Management. He graduated from Stanford University with an engineering degree in the late 90s
StopAlerts.com is a service of QVM Group LLC. QVM is a registered investment advisor. Richard Shaw is the principal owner of QVM and is the customary author of articles for StopAlerts, and also writes separately as Richard Shaw for QVM on general matters relating to investments.
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor in History. My major track focused on Investments and Financial Analysis. While at Lehigh, I was the Head Portfolio Manager of the Investment Management Group, a student group that manages three portfolios, one long/short and two long only. I have had two internships, one a summer internship at a large bank, and another helping to manage the Lehigh University Endowment for nearly a year.
Disclaimer: Bill reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
ZVI BAR LLC is a legal and financial trust consultancy based on Wall Street, and a leading authority on trust administration and estate planning. ZVI BAR LLC was founded by Zvi Bar-Kochba, an attorney and consultant on trust administration that provides advisory services for trusts and beneficiaries. ZVI BAR LLC provides consulting expert services regarding prudent investing, securities regulations and evaluations of potential fiduciary liability.
Publications here are written by agents, representatives and individuals associated with or contracted by ZVI BAR LLC. No articles or discussions here shall constitute a legal, fiduciary or advisory role, but solely act as informative press and/or a starting point from which further discussion may follow. Comments are welcome, as are questions.
I am a simple individual investor who believes that the playing field is level, but may require active management of one's holdings.
I've devised a series of steps that constitute a highly defined covered option strategy that most anyone can follow and that I've described in Option to Profit (2011).
Having retired from a career in Pediatric Dentistry, approximately 10 years ahead of schedule, after spending the previous 10 years working just 2 days each week, I now spend my time trading and alerting others of trading opportunities in large cap positions through the Option to Profit subscription service, a premium subscription service that provides actionable Trading Alerts via text messaging or e-mail at www.optiontoprofit.com. as well as a Web site access only subscription plan.
The Option to Profit subscription service is now in its 4th year.
Now, the Web Access subscription plan is available through Seeking Alpha's "Marketplace." A listing of those articles can be found at https://seekingalpha.com/account/research/subscribe?slug=george-acs
The subscription through Seeking Alpha also includes access to the full Option to Profit web mirror site at http://sa.optiontoprofit.com.
I want you to join me in making your stock portfolio improve the quality of your life. Whatever stage of life you are in, you can make your stocks improve that quality by putting them to work for you.
I write about emerging and frontier markets in Asia. I now primarily contribute work to Forbes Asia. My most recent work and my complete bio can be found on Forbes Asia's site:
If it is easier, you can find my recent work sorted by country on this Seeking Alpha blog:
You can follow me on Twitter here: https://twitter.com/FrontierWriter
You can find me on Linked In here (I accept 98% of connection requests): http://www.linkedin.com/pub/jon-springer/42/b15/844
I would like to thank Seeking Alpha's editorial staff for giving me a start in this profession. In particular I would like to thank George Moriarty and Eli Hoffman.
I will contribute still to Seeking Alpha from time to time as the opportunity presents itself.
The picture is a young man pole-vaulting a bull in Pamplona, Spain, as part of the festivities around the annual running of the bulls. "Play with the bull, avoid the horns."
I've been investing full time for over 15 years. I use a proprietary model based on a modified Graham, DCF & PE analysis. Results can be viewed at our website (address below). As a result of past investment decisions I was able to turn my attention to full time investing & research which has always been my passion. This site & website below are the best forums to share ideas and research. I've also developed several financial analysis templates detailed on the IIEX website available to site supporters.
I am not in the brokerage/finance industry & am not a professional at finance or any related field. I have a degree in engineering although I spent most of my career in management & very little doing engineering calculations. Website: https://iiex.sharepoint.com
@DavidAltonClark - #1 Ranked Stock Picker out of 9000 Total Experts per http://Tipranks.com ✦ Columnist @CNBCPro
✦ US Army Veteran ✦ Former FINRA Rep ✦ EY / Citigroup Alumnus ✦Texas Realtor ✦ Active Investor
Click this Globe and Mail and Barron's link for recent articles regarding my performance and background.
I am the founder of the Braeburn Group of independent AAPL analysts and author of the Posts At Eventide web presence.
The objective of my work is to benefit readers seeking to understand Apple's financial performance and to provide a repository of information and analysis at my web presence for other independent AAPL analysts preparing quarterly estimates and share price forecasts.
In addition to following Apple, I maintain a keen interest in the personal technology product markets and follow publicly traded enterprises offering technology products and services to consumers.
Robert Paul Leitao
Ashraf Eassa is a technology specialist with The Motley Fool. He writes mostly about technology stocks, but is especially interested in anything related to chips -- the semiconductor kind, that is.
Matt Sheldon, CFA is a co-portfolio manager of the Kleinwort Benson Investors Water Strategy, which manages about $600 million (as of 30 September 2012) for institutional and retail clients, including sub-advising the Calvert Global Water Fund in the US.
IMPORTANT RISK DISCLOSURE STATEMENT
This material is provided for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security, product or service including any group trust or fund managed by Kleinwort Benson Investors International Ltd, or any of its affiliates (collectively, “Kleinwort Benson Investors”). The information contained herein does not set forth all of the risks associated with this strategy, and is qualified in its entirety by, and subject to, the information contained in other applicable disclosure documents relating to such a strategy. Kleinwort Benson Investors International Ltd’s investment products, like all investments, involve the risk of loss and may not be suitable for all investors, especially those who are unable to sustain a loss of their investment.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS
This introductory material may not be reproduced or distributed, in whole or in part, without the express prior written consent of Kleinwort Benson Investors International Ltd. The information contained in this introductory material has not been filed with, reviewed by or approved by any United States regulatory authority or self-regulatory authority and recipients are advised to consult with their own independent advisors, including tax advisors, regarding the products and services described therein. The views expressed are those of Kleinwort Benson Investors International Ltd. and should not be construed as investment advice. We do not represent that this information is accurate or complete and it should not be relied upon as such. Opinions expressed herein are subject to change without notice. The products mentioned in this Document may not be eligible for sale in some states or countries, nor suitable for all types of investors; their value and the income they produce may fluctuate and/or be adversely affected by exchange rates, interest rates, or other factors. Additional information will be provided upon request. Kleinwort Benson Investors International Ltd. is a registered investment adviser with the SEC and regulated by the Central Bank of Ireland. Kleinwort Benson Investors International Ltd. is 100% owned by Kleinwort Benson Investors Dublin Ltd. Form ADV Part 1 and Part 2 are available on request.
Gross results shown do not show the deduction of Adviser's fees. A client’s actual return will be reduced by the advisory fees and any other expenses which may be incurred in the management of an investment advisory account. See Part II of Adviser's Form ADV for a complete description of the investment advisory fees customarily charged by Adviser. Kleinwort Benson International will provide net performance figures for any account size on request. The performance results are that of a representative strategy which has been managed on a discretionary basis since its inception. Performance returns for individual investors may differ due to the timing of investments, subsequent subscriptions/redemptions, share classes, fees and expenses. Performance for periods of more than 1 year is annualized. Information about indices is provided to allow for comparison of the performance of the Adviser to that of certain well-known and widely recognized indices. There is no representation that such index is an appropriate benchmark for such comparison. You cannot invest directly in an index, which also does not take into account trading commissions and costs. Investments denominated in foreign currencies are subject to changes in exchange rates that may have an adverse effect on the value, price and income of the product. Income generated from an investment may fluctuate in accordance with market conditions and taxation arrangement. PAST PERFORMANCE IS NOT A RELIABLE GUIDE TO FUTURE PERFORMANCE AND THE VALUE OF INVESTMENTS MAY GO DOWN AS WELL AS UP. Stocks mentioned in this document may or may not be held in this strategy at this time. Any projections, market outlooks or estimates in this document are forward-looking statements and are based upon certain assumptions. Other events which were not taken into account may occur and may significantly affect the returns or performance of the strategy. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. Discussions of market conditions, market high/lows, objectives, strategies, styles, positions, and similar information set forth herein is specifically subject to change if market conditions change, or if KBII believes, in its discretion, that investors returns can better be achieved by such changes and/or modification. Style descriptions, market movements over time and similar items are meant to be illustrative, and may not represent all market information over the period discussed. All MSCI data is provided “as is”. In no event shall MSCI, its affiliates, or any MSCI data provider have any liability of any kind in connection with the MSCI data. No further distribution or dissemination of the MSCI data is permitted without MSCI’s prior express written consent.
Water Performance Disclaimer:
Returns up to 09/30/07 are based on a Belgian Fund which followed the same strategy as the Kleinwort Benson Investors Water Strategy and was managed by KBI. Returns from 10/01/07 are actual returns from the Kleinwort Benson Investors Water Strategy.
Jason Schwarz authors the popular Economic Timing investment newsletter. His fundamental and technical research has become a primary resource for hedge funds and individual investors.
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
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.
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.
MA Capital Management (MACM) is an investment management firm founded by professional investors and traders with decades of experience at some of the largest banks, hedge funds and asset managers around the world.
MACM has been providing investment management services to some of the largest institutional investors in the world since 2003. As of 2012, MACM has started offering institutional quality investment management services to individual investors as well.
MACM is the advisor to the MA Absolute Return fund, a multi-strategy fund that dynamically invests across stock indices, managed futures and bonds to produce absolute returns.
The One Eyed Guide (http://www.oneeyedguide.com) is Bob Small who: solo traveled to 25 countries by age 21, has a degree in Economics, an MBA from Columbia University in Marketing and Finance, has been a brand manager, was a licensed stock and options broker during the 87 crash, ran a $450 million dollar business, and raised $8 million for charity.
The One Eyed Guide tries to identify the economic theory that best fits the facts behind critical events and market movements (or at least the best current thinking) so that trends can be better forecast.
The name "One Eyed Guide" recognizes the fact that any economic forecast cannot "see" all factors. It's derived from Robert Heinlein's saying in the novel Puppet Masters: "In the land of the blind, the one eyed man is in for a hell of a rough ride."
I focus on investments in the oil & gas sector with an eye for dividend income and long-term capital appreciation. I typically allocate a portion of my own portfolio and devote some of my Seeking Alpha articles to small and medium sized companies offering compelling risk/reward propositions.
I am an engineer, not a qualified investment advisor. While the information and data presented in this article were obtained from company documents and/or sources believed to be reliable, they have not been independently verified. Therefore, I cannot guarantee its accuracy. I advise investors conduct their own research and/or consult a qualified investment advisor. I explicitly disclaim any liability that may arise from investment decisions you make based on this article. Thanks for reading and I wish you much success – Michael Fitzsimmons.
Michael Pettis is a professor at Peking University's Guanghua School of Management, where he specializes in Chinese financial markets. He has also taught, from 2002 to 2004, at Tsinghua University’s School of Economics and Management and, from 1992 to 2001, at Columbia University’s Graduate School of Business.
Pettis has worked on Wall Street in trading, capital markets, and corporate finance since 1987, when he joined the Sovereign Debt trading team at Manufacturers Hanover (now JP Morgan). Most recently, from 1996 to 2001, Pettis worked at Bear Stearns, where he was Managing Director-Principal heading the Latin American Capital Markets and the Liability Management groups.
Visit: China Financial Markets (http://www.mpettis.com)
Back in the deep forests of the southern Adirondacks after a six month, 9000 miles bicycle tour. When was the last time YOU went on a six month vacation that cost you about $100 a week. Most of that was for food; and I STILL MANAGED to trim down to 175lbs.Healthy and happy here, ready to get back to the market and writing for SA.
Now you know how I can live on an income most of you call pocket change. Put me in the bottom 1% of Seeking Alpha readers and most certainly contributors. Nothing like hanging out with loggers to cut expenses.
What a great way to avoid the carping on Wall Street. If I read another article about how the market is in a bubble, I shall pull out my hair...which is difficult because I have a shaved head.
Seriously though, I am a tried, true, and original Investment Biker. I've already toured in Europe, Asia, North and South America (see my website below) so I have about 200,000 cycling miles under my belt. It's been a while since I've done a long tour so starting this spring of 2015 I'm hittin' the road with my 28 speed Fuji Touring bike and riding for as long as I want. (Sorry about the Jap bike for all you Harley guys). Think about it...since I usually 'wild camp' in the forests for nothing, my only real expenses are food and some routine maintenance. I cover those expenses by using the monthly options cycle to generate income from calls, puts, or spreads of various sorts. So while you Seeking Alpha trendies are sitting in front of your screens all day, I'll be out riding in the Sierra, the Cascades, the Rockies, the Appalachians, the Catskills, the Adirondacks, the Green and White Mountains...and thats just this summer!
All i need to keep an eye on the markets are a small Grundig AM/FM/Shortwave radio (go to hell you Sirius guys!) and a Netbook for trading and fun when I can get internet access...which last time I looked was everywhere.
Enjoy the bull market which started in Summer of 2009 and should run for a few more years. Ignore these 'stuck in a rut guys' and Obamanazis. Between lower energy prices from natural gas frackomania, lower medical costs and longer lifespans from bioengineering marvels just coming down the pike, and the eventual collapse of slave labor kleptocracies like China (and Chicago), the outlook for stocks and capitalism is as strong as its ever been.
When not cycling I am a self employed stock trader and military/political analyst. Live in the US now, lived throughout Asia (Korea, Japan, Russia, Pakistan, India, SE asia) in the 1990s and early 2000s. Statistics and forecasting, using market based socioeconomic data, are my specialty. Sometimes I am an adjunct college professor, teaching statistics, some finance courses, and earth/environmental science classes online.
I'll try to submit SA articles from time to time but I enjoy READING the wisdom of many of you writers (thanks to many of you!). Maybe I can visit some of you along the way.
Rom Badilla, CFA, is an avid bond trader and former Senior Fixed Income Portfolio Manager with the State Board of Administration of Florida. He had a front row seat to the building up of the real estate and securitizations market bubble and foresaw the subsequent financial crisis. Rom hopes that history does not repeat itself and believes that by empowering investors with knowledge and insight, the global economy can avoid another mishap that derailed many years of economic and social progress.
Rom has more than 17 years of experience in the capital markets and in the investment management industry, specifically in Market Strategy, Portfolio Management, and Bond Trading.
Rom is a member of both the CFA Society of Chicago and the CFA Institute. He is dedicated to evaluating day-to-day and long term market conditions and breaking them down into insightful and thoughtful analysis.
Join Rom every day for market analysis and future trends on the Street.