Former R&D engineering manager and current wine geek, I elected to switch from managing people to managing my portfolio in 2006. While relying primarily upon technical analysis, my picks are backed by fundamental analysis ("TA in a vacuum sucks"). My trading includes straight equity positions, covered calls, long calls and long/short puts and spreads. Although I am an active trader (exploring the markets when I'm not pouring wine), I'm more of a month- or quarterly trader -- I don't day trade -- at least not intentionally ;o)
Chris Ciovacco is the founder and CEO of Ciovacco Capital Management (CCM), an independent money management firm serving individual investors nationwide. The thoroughly researched and backtested CCM Market Model answers these important questions: (1) How much should we allocate to risk assets?, (2) How much should we allocate to conservative assets?, (3) What are the most attractive risk assets?, and (4) What are the most attractive conservative assets?
Chris is an expert in identifying the best ETFs from a wide variety of asset classes, including stocks, bonds, commodities, and precious metals. The CCM Market Model compares over 130 different ETFs to identify the most attractive risk-reward opportunities.
Chris graduated summa cum laude from The Georgia Institute of Technology with a co-operative degree in Industrial and Systems Engineering. Prior to founding Ciovacco Capital Management in 1999, Mr. Ciovacco worked as a Financial Advisor for Morgan Stanley in Atlanta for five years earning a strong reputation for his independent research and high integrity. While at Georgia Tech, he gained valuable experience working as a co-op for IBM (1985-1990). During his time with Morgan Stanley, Chris received extensive training which included extended stays in NYC at the World Trade Center.
His areas of expertise include technical analysis and market model development. CCM’s popular weekly technical analysis videos on YouTube have been viewed over 700,000 times. Chris’ years of experience and research led to the creation of the thoroughly backtested CCM Market Model, which serves as the foundation for the management of separate accounts for individuals and businesses.
Copy and paste links into your browser:
More About CCM:
CCM Home Page:
David Fry writes a subscription newsletter focused on technical analysis of exchange-traded funds, called ETF Digest (www.etfdigest.com). Dave founded the ETF Digest in 2001 and was among the very first to see the need for a publication that provided individual investors with information and actionable advice on global ETF investing.
We particularly like the overview of financial markets that his work provides. Even if you're not a fan of chart analysis, Dave provides insight and commentary into which global markets are "working" and why.
Specializing as a market strategist and tactician, Fry focuses on evaluating, creating and implementing a variety of ETF portfolios for individual investors and financial professionals. His philosophy and approach incorporates fundamental with technical analysis in pursuit of risk management and capital preservation especially during uncertain and volatile times.
His new eBook, The Best ETFs: U.S. Equities,is now available on Amazon Kindle. Written as a cheat sheet to only the best ETFs for you or your client’s portfolios. For those that don't have a Kindle, you can purchase the pdf here: The Best ETFs: US Equities [https://gumroad.com/l/The%20Best%20ETFs]
At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Brian Nelson is the President of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at firstname.lastname@example.org.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs.
Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy.
Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc.
Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client.
Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
Since 1998, WhisperNumber.com has been the leader in social media analytics ('crowd sourced estimates') for earnings. Receive email alerts on those companies most likely to move higher or lower when they beat or miss the whisper number. These are the Whisper Reactors. http://www.whispernumber.com/suboptions_wr.jsp When earnings season gets underway, traders, analysts and investors are watching closely to see if companies' results squared with Wall Street's expectations. Of particular interest is the "whisper number". A veteran in the business, WhisperNumber.com takes a unique approach: its earnings estimates come from regular polling of its members. The site points to independent academic studies supporting its claims that the crowd is wiser than the Wall Street priesthood (www.whispernumber.com/study.jsp). WhisperNumber.com's free registration buys voluminous information related to the profit histories of companies entering earnings season. Type a ticker into its search engine for an exhaustive earnings profile of a company, alongside a calendar of coming earnings and an education center with whisper strategies for trading. A subscription payment of $395 for six months buys access to the company's premium offering, Whisper Reactors (http://www.whispernumber.com/signIn_wr.jsp), a list of highly volatile companies whose prices show a high correlation to their earnings outcomes. WhisperNumber.com claims a variety of double-digit returns for different types of plays over holding periods of 1-to-30 days. Trading on whispers is a technical play on market psychology, rather than a bet on a company's fundamental strengths. To a technician, share price is just a market-clearing mechanism that strikes a balance between buyer greed and seller fear.
John Mauldin is a renowned financial expert, a New York Times best-selling author, and a pioneering online commentator. Each week, over 1 million readers turn to Mauldin for his penetrating view on Wall Street, global markets, and economic history.
Mauldin’s weekly e-newsletter, Thoughts from the Frontline, was one of the first publications to provide investors with free, unbiased information and guidance. Today, it is the most widely distributed investment newsletter in the world. Mauldin also offers The Mauldin Circle, a free service that connects accredited investors to an exclusive network of money managers and alternative investment opportunities. (In this regard, he is President and a Registered Representative of Millennium Wave Securities, member FINRA, please see legal disclosures).
Mauldin is a frequent contributor to publications including The Financial Times and The Daily Reckoning, as well as a regular guest on CNBC, Yahoo Tech Ticker, and Bloomberg TV. He also edits the free weekly e-letter Outside the Box.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
Brad McFadden manages a proprietary global macro fund.
He invests by trading the primary direction of asset classes and also looks for extreme deep value situations, providing "liquidity" to panic buyers and sellers.
He publishes his investing approach through DailyTradingReport.com, along with actionable advice expressed through various portfolios. Each portfolio has its own risk profile and trading theme. Brad publishes his investing results, updated daily, with a complete performance history.
It is this accountability that he credits as being able to attract a loyal following of many thousands of people.
Through DailyTradingReport.com Brad also runs an Investor Mentor program. This provides a mentoring service for those looking to "take the next step" in their investment education.
Chief Investment Officer for Stanford Wealth Management, a Registered Investment Advisor. Retired senior executive of Charles Schwab. Retired (36 years) active and reserve military service -- six 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.) SEE SPECIAL OFFER BELOW! Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
SUMMER SPECIAL: June and July ONLY, receive 1 year of Investor's Edge®, normally $189, for just $99. If you are ever not 100% satisfied, we provide a pro rata refund for any issues not yet received. Phone orders only! 775 832-5440.
I am an independent investor that will analyze and comment on small to large cap stocks. I mostly invest in small to mid-cap stocks that I determine are undervalued and have catalysts to drive their value up to what I deem as fair value, Writing short-term covered calls when volatility is high and buying LEAPs when the stock volatility is low are the main tenets of my strategy.
I am currently studying for the CFA Level II Exam in June 2014 and thus have had very limited free time to publish any investment research.
Joe Eqcome is the pen name of Robert A. Frank, CFA, a Wall Street executive who has spent over 30 years as an investment professional. Mr. Frank is the founder of GrowthIncome Research & Management, LLC.
GrowthIncome Research & Management, LLC’s business mission is focused on generating supplemental retirement income through investment in regulated investment companies (“RIC’s” or “investment companies”) whereby the Firm can maximize investment income for its clients by virtue of the RIC’s conduit status.
RIC's include closed-end funds (CEF’s), open-end funds (mutual funds) and exchange traded funds (ETF’s). Other non-RIC, conduit vehicles include real estate investment trusts (REIT’s) and Master Limited Partnerships (MLP’s). Particular emphasis is placed on CEFs given their under-research and inefficient valuations.
Mr. Frank, a chartered financial analyst (CFA), spent his first 20 years in the investment business as a real estate research analyst for the investment banking firm of Alex Brown & Sons, Inc., (later sold to Deutsche Bank) where he was a managing director and group head of the real estate securities researched division.
Mr. Frank was later an executive vice-president, director of equity research and co-head of capital markets at Legg Mason, Inc. Mr. Frank founded Intellectual Capital Markets, Inc., a financial services firm in which he sold his interest; he also served as a real estate investment banker at a regional investment banking firm.
Mr. Frank has been a former "Institutional Investor" All-Star Analyst for multiple years, a featured interviewee for Barron's Magazine multiple times, a guest on Wall $treet Week and Bloomberg TV, former governor of the National Association of Real Estate Investment Trusts (“NAREIT”), charter member of the Berman Institute at the Johns Hopkins University, former Trustee of the University of Baltimore, former Trustee at Friends School of Baltimore, former director of Mid-Atlantic Realty Trust (sold to Kimco Realty Trust, Inc.), recipient of the “Life-Time Achievement Award” by the National Association of Real Estate Investment Trusts and the American Real Estate Society's "Award of Merit".
I am the Executive VP of Zacks Investment Research in charge of Zacks.com and all its services for individual investors. I have a top down investment approach with a focus on value and upward earnings estimate revisions. And there is nothing I enjoy more than sharing insights with fellow investors.
Gold Stock Trades Editor Jeb Handwerger is a highly sought-after stock analyst syndicated internationally and known throughout the financial industry for his accurate and timely analysis of the equities markets, particularly the metals and mining sector. Subscribe to his FREE Newsletter right now at: http://goldstocktrades.com.
optionMONSTER® provides stock market insight, advanced options education, and actionable trade ideas to meet the needs of do-it-yourself investors. Our content is published daily at our website www.optionmonster.com in the form of free stories, webcasts, webinars, educational offerings and subscription services.
Roger Nusbaum is the ETF Strategist for AdvisorShares. This Arizona-based professional has over 25 years of industry experience. He is also a well-known financial commentator covering ETFs, retirement planning and portfolio management for AlphaBaskets.com and at TheStreet.com. We think Roger is particularly insightful on exchange-traded funds, risk management and investing in international markets. Visit Roger's work at Random Roger (http://randomroger.blogspot.com) and AlphaBaskets (http://alphabaskets.com)
Philstockworld.com is the fastest growing stock and option newsletter on the Web. "High Finance for Real People - Fun and Profits" is our motto and our Basic and Premium Chat Sessions offer readers a chance to speak to Phil live during the trading day as well as authors like Optrader, Sabrient, Income Trader and Trend Trader - who send out Alerts during the market sessions and discuss trade ideas live with Members.
We even have a new low-cost "Trend Watcher" Membership that lets readers view our chat sessions without directly participating a great solution for people who want to test-drive the site and profit from our experience! Trend Watchers get to view all of our Chat Archives, weekly Webinars - as well as the amazing PSW Wiki, which gives you Phil's recent opinions and trade ideas as well as technical and fundamental analysis of hundreds of stocks that we follow.
Philip R. Davis is a founder of Phil's Stock World (www.philstockworld.com), a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders. Mr. Davis is a serial entrepreneur, having founded software company Accu-Title, a real estate title insurance software solution, and is also the President of the Delphi Consulting Corp., an M&A consulting firm that helps large and small companies obtain funding and close deals. He was also the founder of Accu-Search, a property data corporation that was sold to DataTrace in 2004 and Personality Plus, a precursor to eHarmony.com. Phil was a former editor of a UMass/Amherst humor magazine and it shows in his writing -- which is filled with colorful commentary along with very specific ideas on stock option purchases (Phil rarely holds actual stocks).
Visit: Phil's Stock World (www.philstockworld.com)
IndexUniverse's website and related sub-sites cover product and market developments related to index funds, exchange-traded funds (ETFs), index derivatives (futures/options/swaps), and the sophisticated investment strategies which use these financial tools. The sites provide top quality news, columns, research, and features about the dynamic field of index-based investing and trading.
IndexUniverse also supplies valuable tools and data to assess markets and investment products, and specialized discussion boards for registered members to exchange cutting-edge ideas and market views. The site aims to be educational, thought-provoking, and most importantly, rigorously independent in perspective.
IndexUniverse was founded by Steven Schoenfeld in 2002 and the current Editor and Publisher is Jim Wiandt.
Visit: Index Universe (http://indexuniverse.com/)
Prieur du Plessis has 27 years' experience in professional investment research and portfolio management. More than 1,400 of his articles on investment-related topics have been published in various regular newspaper, journal and Internet columns. He has also published a book, Financial Basics: Investment.
Prieur is chairman and principal shareholder of South African-based Plexus Asset Management, which he founded in 1995. The group conducts investment management, investment consulting, private equity and real estate activities in South Africa and other countries.
Plexus is the South African partner of John Mauldin, author of the Thoughts from the Frontline e-letter, and also has an exclusive licensing agreement with California-based Research Affiliates for managing and distributing its enhanced Fundamental Index methodology in the Pan-African area.
Prieur is professor extraordinaire at the University of Stellenbosch Business School, teaching investment management. He also serves as Honorary Consul of Slovenia for South Africa, actively developing economic, cultural and scientific relations between Slovenia and South Africa.
Prieur lives by the words “living to run, running to live”. This motto manifests itself directly in his management style and keen participation in long-distance running, and also in Plexus’s sponsorship of the annual Plexus Races (marathon, half-marathon and 8km). The primary goal of these events is to raise funds for a number of charities, especially Proud Partners – an organisation formed by Plexus in co-operation with Prieur’s wife, Isabel Verwey (former TV producer and presenter), which uplifts previously disadvantaged communities through the provision of musical instruments and tuition to a large number of schools.
Prieur is 55 years old and lives with his wife and two children in Stellenbosch, Cape Town. In addition to running, his recreational activities include reading, travelling, motor cycling and scripophily.