Editor for The Biotech Forum, the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade.
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I'm not a pro analyst, a pro investor, a hedge fund manager, or even a college graduate. I'm 25, which makes me, understandably, a bit naive and inexperienced in the world of investing - at least from most people's perspectives. In my defense, the stock market isn't what it used to be. Today, it's so future-based - Investors are making high-risk bets on companies like Tesla and Amazon (with some good reason) while forgetting that reputable companies such as McDonalds, Intel, and Starbucks who spend much of their time proving their worth over time.
I don't have much cash as I've spent a lot on school, but I like to invest across the board instead of just tech, and have enjoyed (or hated) owning companies such as Priceline, Limited Brands, American Airlines, Ford, Apple, and AMD among others. I do my own research, follow my gut, and buy or sell. I generally stay away from companies that I know nothing about such as a retail store or restaurant I've never heard of. I think that having personal experience with a product/brand helps me better gauge an investment. (i.e. I bought some Priceline stock literally days after buying my first Priceline vacation package back in 2012 due to its ease of use).
Why do I write articles for Seeking Alpha? Seeking Alpha is an excellent place for opinions and as a slight contrarian I generally have different perspectives from others, but I think that I'm not alone in these thoughts.
Some ideas I've had recently that aren't necessarily mainstream include:
1. Apple's Mac sales will start falling by as soon as next quarter for at least two quarters and may continue to fall consecutively unless MacBook Air and Pro prices or lowered or refreshed with an all new design (expected in mid-2016). Mac sales have been growing continuously (with the exception of the recession and a few single quarters of y/y declines due to refresh cycles)
2. Apple's iPad morphing into a mobile personal computer can can truly replace your laptop in a way different from a Surface. Today, this isn't possible and the iPad becoming a Mac isn't the solution. As the software and hardware for iPad expands, perhaps people with the intentions of doing more than Office and Netflix will come to have plenty of reason to own an iPad. As such, the iPad can slowly become a very big thing. This one is a bit out there, but I once suggested that AMD could create a semi-custom APU (after Zen) for Apple's Macs in order to offer a highly customizable x86 solution that would be many times more affordable than Intel. Apple has depressed the prices of Macs by a lot recently and making them even cheaper could allow the Mac to grow and reach market share levels that we thought would never come. If Intel keeps kicking AMD's ass though, you can scratch this idea off the list though. Next generation consoles arriving much sooner than expected. Specifically 2018, representing a 4-5 year life cycle of the PS4 and Xbox One. I believe that the current consoles are very underpowered - No 4K, no Virtual Reality, and it's slower than a equally priced gaming PC. Because of this, consoles are going to fall behind very quickly and the March arrival of a $600 Oculus could have profound effect on the gaming industry. Waiting another eight years may be too long, and I think that AMD will be the power behind the next generation.
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.
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.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
I developed my own trading system, based on magnetism (physics) and velocity vectors...I find the center of the compression, and factor time with volume which determines the outward velocity vector (linear expansion) thereby predicting price and time.
I have a market update service
I've been in the markets since 1984
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.