Hoya Capital Real Estate is a Connecticut-based Registered Investment Advisor that focuses on research of the commercial real estate industry, and advisory of well-balanced public real estate equity portfolios.
All of our research is for educational purpose only, always provided free of charge exclusively on Seeking Alpha. Recommendations and commentary are purely theoretical and not intended as investment advice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. For investment advice, consult your financial advisor.
I've been contributing to SA since 2011, with a break to join the PRO editorial team from 2013-2015. I got my Series 7 and 63 back in 2000, and watched the dot-com bubble peak and then burst in real time at a small, tech-focused retail brokerage in NYC.
John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (UCLA) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in Japanese and was trained as a domestic Japanese research analyst and money manager. In 1977 Thomas became the Tokyo correspondent for The Economist magazine and the Financial Times of London. Thomas traveled extensively throughout Asia, interviewing premiers, presidents and prime ministers, writing on macroeconomic trends, and producing countless features about individual companies. Thomas witnessed China’s cultural revolution and was one of the first American correspondents to enter China prior to the U.S. normalization of relations. Thomas authored several books about the Japanese financial system still in use by business schools today. In 1983 Thomas joined a top US investment bank in New York with the mandate to develop an international equity business for the firm. In 1985 he moved to London, England to establish a presence in Japanese equity derivatives for the firm. In 1989 Thomas was appointed a director of one of the big three Swiss Banks with a mandate to design sophisticated hedging strategies for the bank’s considerable holdings of Japanese equity warrants and convertible bonds. With the invasion of Kuwait by Iraq, Thomas was drafted by the US Marine Corp to serve as a pilot. In 1990 Thomas became a pioneer in the nascent hedge fund industry by founding the first dedicated Japanese hedge fund. The firm managed segregated accounts for a variety of government agencies, banks, and high net worth individuals in Europe, the Middle East, and Asia. After a decade of spectacular absolute and relative performance he sold his firm in 1999 and retired to manage his personal investments in the oil and gas industry. Seeing incredible opportunities in the marketplace and yearning for the adrenaline and satisfaction offered by active management, Thomas launched a new hedge fund in 2007. In his free time Thomas is a commercial aircraft pilot, long distance hiker and mountain climber, wine collector and avid photographer.
Taylor Dart is a top contributor on Seeking Alpha in both the Long Ideas and Precious Metals section of the website. He has over 7 years of experience in active investing with a compound annual growth rate the past 4 years of 21 percent. His main focus is on undervalued growth stocks outperforming the market and their peers. In addition he use extensive technical analysis to capture maximum upside price action, as his belief is that timing is everything. Taylor scans upwards of 1200 stocks nightly on the U.S. and Canadian markets to identify the best fundamental opportunities with the most timely technical setups. He is a huge proponent of trend following and the "Turtles" who enjoyed compound annual growth rates of over 80 percent per year.
"If there is a sudden range expansion in a market that has been trading narrowly, human nature is to try and fade that price move. When you get a range expansion, the market is sending you a very loud, clear signal that the market is getting ready to move in the direction of that expansion.” - Paul Tudor Jones
"While a fundamental analyst may be able to properly evaluate the economics underlying a stock, I do not believe they can predict how the masses will process this same information. Ultimately, it is the dollar-weighted collective opinion of all market participants that determines whether a stock goes up or down. This consensus is revealed by analyzing price."
Mark Abraham , Quantitative Capital Management, L.P.
"Profit targets imply a trader can predict the future. Profit targets are profit-limiting. Trend followers stay in the moment of now, avoid prognostication, and let markets run as far as they go. "
Thomas Vician, Jr.
"We can’t always take advantage of a particular period. But in an uncertain world, perhaps the investment philosophy that makes the most sense, if you study the implications carefully, is trend following. Trend following consists of buying high and selling low. For 19 years we have consistently bought high and sold low. If trends were not the underlying nature of markets, our type of trading would have very quickly put us out of business. It wouldn’t take 19 years or even 19 months of buying high and selling low ALL of the time to bankrupt you. But trends are an integral, underlying reality in life. How can someone buy high and sell low and be successful for two decades unless the underlying nature of markets is to trend? On the other hand, I’ve seen year-after-year, brilliant men buying low and selling high for a while successfully and then going broke because they thought they understood why a certain investment instrument had to perform in accordance with their personal logic. "
John W. Henry
Brian is the founder of Investor in the Family and Online Investor Conference.
At Investor in the Family (http://investorinthefamily.com/), Brian's goal is to help protect investors from making big mistakes that jeopardize their portfolios and financial futures.
The DIY Investing Summit (http://diyinvestingsummit.com/) was created to help link self-directed investors with carefully filtered and proven investing professionals to help save investors both time and money while building a portfolio that outperforms.
If you'd like to connect or learn more, please feel free to send a private message via Seeking Alpha platform.
Bert Hochfeld is a convicted felon and former hedge fund manager. He was convicted of mis-appropriating funds from his hedge fund in 2012. .Bert started his business career at IBM working in the areas of product planning and pricing after completing military service Bert worked for IBM in the late 1960's and early 1970's before he took as a post as head of sales and marketing for Memorex Telex and worked there for most of the 1970's until he joined Raytheon Data Systems in a similar capacity in the 1980's. Bert briefly became a real estate developer in the Boston area before joining BMC Software as a product planning director in the late 1980's and early 1990's. Subsequent to that he entered the brokerage business where he became an enterprise software analyst, first at Louis Nicoud and then at Josephthal.&; Co. After Josephthal closed Bert started his own independent research consultancy specializing in enterprise software, storage and IT outsourcing. Bert also ran a small hedge fund. After his arrest and conviction, Bert closed both of those ventures and have been on a sabbatical the past few years. Bert currently manage his own money and those of a few close friends. All of these investments are in tech and we also take positions in small start-up ventures. ..
Don Dion (email@example.com, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for the Dion family. Don no longer manages money for other families or institutions after selling Dion Money Management to NYC-based Focus Financial Partners in September of 2007 prior to the Great Recession. Don remains one of the largest individual shareholders of Focus Financial Partners. Mr. Dion is the managing trustee of the Dion Family Foundation, which focuses on helping individuals with tuition assistance at Catholic Institutions for grammar school, high school, and college education. The foundation also helps individuals by supporting health care institutions, particularly Massachusetts General Hospital. Don is on three leadership and advisory committees at Massachusetts General Hospital and the Home Base Program (a partnership between Mass General and the Red Sox Foundation). Don consults with Saint Dominic's Academy and served on the executive committee as a trustee of Saint Michaels College. In addition, Mr. Dion is the retired publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provided a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 90,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletter. Its flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers. Mr. Dion is the sole founder and retired C.E.O. of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, FL., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries, He fortunately sold the company to Focus Financial Partners on September 1, 2007 prior to the Great Recession. Mr. Dion was the Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which he founded with Summit Partners in 1988. LTCH went public in 1992 and was acquired by Textron Corp. "TXT" in 1999 for $183M of cash consideration. Don was the Executive Vice President, C.F.O., shareholder and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988. Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982. After law school, Mr Dion was employed as a tax and estate planning lawyer with the Boston firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983. Recently, Don has been spending some of his time researching and strategizing about IPOs, building on his prior experience of successfully taking companies public and six strong years of U.S. IPO returns (2009 to 2015). Mr. Dion can be reached at firstname.lastname@example.org.
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If you copied Don Dion's ratings since 2013 and opened each position for the duration of 1 Year , then 59% of your transactions would have been profitable with an average return of +7.7%.
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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 5% to 6% yield
2. Offers 9%-10% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
Eternal Daily Dividend Growth Endeavor (EDDGE)
Projected Long-Term Dividend Growth: 10.0%
Projected Long-Term Total Return: 14.8% (63% above S&P Historical norm)
Portfolio FCF Margin: 21.8% (vs S&P 500 4.24%)
Portfolio PE: 15.82 (15% below S&P 500)
Real Estate: 27.5%
Consumer Discretionary: 6.4%
Consumer Staples: 4.1%
Business Services: 3.3%
Basic Materials: 1.3%
Auto, Tire, Truck: 0.8%
Industrial Products: 0.6%
1. Icahn Enterprises (IEP): 1.63%
2. Dynagas LNG Partners (DLNG): 0.98%
3. Gaslog Partners (GLOP): 0.97%
I hold a BS in Cell and Molecular Biology and an MSE in Biomedical Engineering from a top public US university. I am currently an MD/PhD candidate at one of the top medical research centers in the USA.
Commercial litigator by day and value investor by night. Obsessed with Lou Simpson, Glenn Greenberg, and Allan Mecham. I tend to gravitate towards classic GARP-style companies. I enjoy studying 10Ks, with a particular fondness for spotting developing competitive advantages. I have dabbled in net-nets, distressed debt, international, and other forms of classic value investing, but I find that I am better at qualitative analysis and it works better with my skill set.
Shudeep Chandrasekhar is a business consultant by profession and a musician by passion. With extensive experience in senior management, he has a thorough understanding of the internal workings of various types of businesses and what makes them tick. A keen student of the human mind and its potential, Shudeep constantly strives to understand the decision-making processes that underline every major business move. An enthusiastic traveller, Shudeep has lived and worked in more than a dozen countries including the United States, the United Kingdom, the Netherlands, Japan, Oman and many more. He is a truly global personality and currently lives in the bustling coastal city of Chennai, India - his birthplace.
Robert Hauver, MBA, is a Registered Investment Advisor Representative. He publishes The Double Dividend Stock Alert, a monthly investment newsletter that features the best dividend stocks and option selling strategies for income investors.
TipRanks rates DoubleDividendStocks in the Top 10 of all financial bloggers.
The https://www.DoubleDividendStocks.com website also features High Dividend Stocks By Sector Tables, and Covered Calls & Cash Secured Puts Tables, a Dividend Stocks blog, and a a Stock Market News & Data page. 845-225-4094
Simply Safe Dividends helps conservative dividend investors increase current income, make better investment decisions, and avoid risk. Brian Bollinger, CPA, runs Simply Safe Dividends and previously worked as an equity research analyst at a multibillion-dollar investment firm.
Finance student at The Ohio State University. This summer I will be working as an investment banking summer analyst at Copper Run Capital, an independent merger and acquisition advisory firm focusing on the lower middle market.
Daniel Moore is the creator of FinancialRelativity.com, a web portal created for the purpose of tracking the status of financial markets and providing investment analysis and portfolio management insights to investors. Based on the systematic investment research, he writes about the market and publishes his views through internet market publications. He has over 25 years of management experience in corporate finance in a variety of high technology start-ups and public companies. A graduate of Duke University’s Fuqua School of Business in 1988, he has spent the last 10 years managing investment portfolios seeking high risk reward returns for fixed income investors.
Click the follow button if you want to continue learning more about the World Economy in depth and remain informed on developments in three plus two countries: US, Germany, Russia (deep analysis, including indexes and important stocks) & China, Japan (Economic development mostly). Knowledge will help you be prepared and know when it’s time to enter a market and when it’s time to leave.
Together we will also learn a lot about the banking and possibly the maritime shipping industries - two additional tools that will help us comprehend turning points in the World Economy.
Now a little bit about me:
Born in Germany and currently living in Greece, I have been investing and educating myself for over 8 years. I believe keeping a broad spectrum on knowledge in all levels (mico and macro environment), can help an investor truly understand how the business environment works and hence be able to profit with fairly low risk (comprehensive knowledge reduces risk). Hence, over the past years my financial knowledge has spread from financial statement analysis to macro-economics.
I rarely engage in day trading and I value standard procedure rules, discipline practicing and low risk investments (low risk does not translate into small earnings). I have a degree in Finance and I am operating a well-respected Macro-analysis & Geo-economics website (www.analyst.gr) and engage in facilitating exports (www.expohellas.gr).
I’m Masters In Commerce. I’m related with an audit firm, which is doing a business of making business plans, forecasts and financial statements. So, I have a strong hold on the financial sides of businesses. In addition, I’m also attached with Asset Management Company over the past two years. I love to play with defensive nature of stocks that are offering high growth at low risk. I have been following commodities and their nature of businesses along with industrial, auto and other industries.
I am currently an individual investor with focus on event-driven trading and long-short opportunities. I graduated Emory University in 2009 and am also a finance Phd dropout from UCLA Anderson. I could be reached at email@example.com
I am a lawyer and assistant professor living in New York. My work focuses on the intersection of energy policy and the economic feasibility of energy pathways. In addition to Seeking Alpha, my articles on renewable energy have been published by media sites including US News & World Report, Newsweek, The Huffington Post, and IFL Science. From a financial perspective I cover a variety of energy companies ranging from renewable energy to fossil fuels. While I discuss legal issues relating to these companies on occasion, my articles do not provide legal advice and nothing that I write on Seeking Alpha should be considered as such.
I hold a PhD in the field of epidemiology a masters degree in public health. My undergraduate training is in policy, economics and the sciences. I have utilized my training in employment with government, academia, private industry and to further analyze the fundamentals and technicals of all manner of companies in different sectors. Specifically, I like to trade growth companies, REITS, biotechnology/ pharmaceuticals, precious metals, blue chips and small-cap companies.
Each market day I get up at 530 am and begin working/analyzing data before my day job. I focus much on current events, earnings, and developments. I also work after market hours to cover after hours developments or interesting action during the day. I aim to conduct 2 analysis per business day, which helps me stay focused on my own finances.
I have been investing for about 10 years. I also enjoy trading short expiration options, and investing in stocks with 3-20 year horizons. I enjoy writing with Seeking Alpha to share my opinion and analyses. I am a large believer in the crowd source model championed by Seeking Alpha and believe every ounce of analysis and opinion should be considered when you invest your personal finances.
I try to adhere to the investing priciples laid down by Graham and Buffett, but sometimes it is difficult to control my emotions -- cash not yet invested is often burning a hole in my pocket.
Since my portfolio is small, it might be the best to go with a simple index fund, but I like to learn about the world around, and thus I occasionally analyse a few companies and buy some small pieces of them. My ultimate goal is to create an income stream that would allow me to safely retire.
In my professional life, I am a mathematician (graph theory, combinatorics, algorithms), a teacher (computer science and mathematics courses), and an IT developer (mostly programming in Java and Python).
David Tuzzolino, CFA, is the founder and editor of the Tuzz Report, a publication of Tuzzolino Investment Research, LLC. The Tuzz Report focuses on small and micro-cap value stocks that are underfollowed and misunderstood. Academic research has proven that these stocks outperform the overall market.
David has worked in the investment industry for over two decades for companies such as Bank of New York Mellon, JP Morgan and Banc One Investment Advisors. David has appeared on Bloomberg TV and has been quoted in articles featured on Barrons.com.
Follow him on Twitter: @TuzzReport
Serge d'Adesky was born on July 30, 1955. He holds a B.A. in Political Science from Yale College and an M.A. in International Economics from the Johns Hopkins School of Advanced International Studies. He is the President and Cheif Financial Advisor of Northstar Strategic Investments, Inc., a Florida registered RIA.
I have over five years of experience in covering financial markets. I am interested in commodities, emerging markets, media & entertainment and technology.
As an investor, I always employ the top-down approach. My objective is to share my insights and investing ideas and also learn from other accomplished investors here.
Chief Investment Officer, Stanford Wealth Management. Retired senior exec of Charles Schwab. 36 years active and reserve military service -- 6 in special operations, 30 in the intelligence community. Geopolitical analyst.
Author -- investment book Bringing Home the Gold.
Editor -- The Investor’s Edge®. In the 16 years from inception through year-end 2015, the Investor’s Edge® Growth & Value Portfolio increased in value from $250,000 to $1,038,453. That same $250,000 invested in the S&P 500 rose to just $422,905. (Past results are no guarantee of future performance; maybe those 16 years were pure luck.)
Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
If you have a $500,000 portfolio ($250,000 for solely mutual funds & ETFs) you may contact me for a no-obligation "second opinion." firstname.lastname@example.org.
Netwall Investments, LLC (www.netwall.com) is a Chicago based money management firm. Our philosophy is derived from that of many legendary investors such as Warren Buffett, Peter Lynch & Martin Whitman; i.e. Invest in great businesses that you understand, that have an "economic moat" and which are run by great management teams; have some margin of safety and superior returns are guaranteed in the long run. These are the Ten rules that we religiously follow to manage other people's money:
1. I shall not lose money
2. I shall never forget rule #1
3. I shall only invest in businesses whose people I respect and admire
4. I shall only invest in businesses with some definite form of competitive advantage
5. I shall only invest when odds of making money are in my favor
6. I shall only commit funds when an investment is available at a discount to its true intrinsic value
7. I shall always run a portfolio with an in-depth understanding of each investment, thus avoiding mindless diversification
8. I shall always make rational decisions and never be influenced by the behavior of markets. I shall adhere to mantra, “Ignore the Crowd”
9. I shall tend to be fearful when others are greedy and be greedy when others are fearful (backed by meticulous research and fact finding)
10. I shall never forget that I am a custodian of other people’s hard earned money and I promise to manage it with the same zeal as if it were my own
Over seven years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!
A Canadian with numerous years of investment experience who has a BCom degree from a well respected Canadian university and has experience working in the wealth management industry.