Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Starting as a summer intern in 1978, Kirk worked for 20 as a scientist and engineer at Hewlett Packard's research and development department (R&D) designing solid state devices and components for optical communication. While he was at HP, Kirk invested ten to twenty percent per year of his salary. He made some mistakes early on (starting with paying high fees for "expert" advice that under performed) but soon he learned to invest his own money well enough to afford a life of "semi-retirement" to work for himself. In a way, since leaving HP in 1998, Kirk became his own "angel investor" using his his own money and investing success to finance his lifestyle in Los Altos, California to invest in a new career on the internet helping others do the same. More at http://kirklindstrom.com/About.html
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General : Aspiring Equity Analyst with 7 years of professional and personal investment experience. Primary focus is Value and Growth both domestic and abroad (Europe and Latin America)
Professional Experience: Hedge Fund Assurance and Valuation Services ( AUM 100M - 10B). Exposure to almost every investment strategy and product on the market. Strategies ranged from typical Long/Short Equity & Structured Products such as MBS and CDOs, all the way to reinsurance funds trading catastrophe linked bonds.
Licenses: CPA (NJ) Certified Public Accountant
CFA Candidate - Level 1 June 2017
Very proud Rutgers Graduate- New Brunswick Campus - GO Scarlet Knights ! -
Major: Bachelor's of Accounting
SevenSeas Investment Research was created to provide investors with honest, deeply considered, detailed, passionately conducted, straight forward, value focused, fundamental investment research on a variety of asset classes and market topics.
I use a combination of traditional value focused fundamental research and a proprietary method of stock selection that can be adjusted to meet a dynamic mixture of different risk tolerances, and various other investor criteria to construct concentrated and unique portfolios to any given individual's investment needs.
My deep knowledge of Alternative Investments and Accounting (both GAAP & IFRS), as well as my exposure to dozens of successful hedge fund portfolios and complex investment securities, provided me with a unique perspective few obtain of a side of the market unseen by the retail investor. I wish to share my passion and knowledge for the markets that has grown to an obsession over the last 7 years with the SA community, to bring value to investors ranging from beginners, all the way to seasoned professionals, and network with the thousands of talented individuals from around the world who come to the platform seeking the same objectives.
My overall mission is to provide readers with valuable research to assist them in making wise investment decisions. All articles are my own personal views, and do not constitute investment advice. **Please be sure to contact your own investment professional when considering purchasing an investment.
SevenSeas will remain dedicated to providing a complete, and consistent level of work and appreciation for the readers. The highest standards of ethics and professionalism will be displayed at all times. I welcome all feedback and can be reached via direct messaging. Best of luck to all, and I hope you enjoy the work.
I am a retired global analyst, currently busy in investing and writing articles about stocks at several investing publications and websites. I have also developed strategies for creating winning portfolios according to specific formulas.
In January 2015, I was ranked among the world’s top 10 financial bloggers according to TipRanks, which holds financial experts accountable for their recommendations by disclosing their stock ratings since 2009:
Mr. Himelson is the portfolio manager for JBH Capital, a small fund with investors consisting of friends and family members. He previously worked at a hedge fund as a research analyst and is currently a third year student at Columbia Law School. He is best known on Seeking Alpha for his article "The Trade That Netted Me More Than a 2000% Return." http://seekingalpha.com/article/2350375-the-trade-that-netted-me-more-than-a-2000-percent-return If you would like to inquire about hiring Mr. Himelson as a consultant, you can reach him at email@example.com
Founder and Portfolio Manager of The Guardian Opportunities Leveraged Fixed-Income Fund (ISIN LU0705057627)
Ariel's career path includes senior positions with Bank Leumi USA (New York), Coutts Bank Ltd (Zurich) and Royal Bank of Scotland (London).
Ariel has held Investment Advisory licenses in Israel and the United States. He is a CPA and has a BA in Accounting and Economics and an MBA (Finance)
Publisher of options newsletter TerrysTips.com since 2001.. Thirty years experience trading options virtually every day. including stint as seat holder and market maker on the C.B.O.E. MBA from Harvard Business School and DBA from Univ. of Virginia Darden School. Author of Making 36%: Duffer's Guide to Breaking Par in the Market Every Year, In Good Years and Bad (4th revision - 2012) and Coffee Can Investing: A Better Idea Than Mutual Funds in an IRA or 401(K), 2014.
TerrysTips.com is a newsletter that carries out eight different option portfolios which many subscribers mirror on their own or through auto-trade at several brokers who make all the same trades in individual customer accounts. Each portfolio offers something different (bullish, neutral, or bearish),and different underlyings (GOOG, SPY, SVXY, and other individual companies).
In 2005, the S.E.C. brought an action against Terry Allen, claiming that he was managing money for people without being a registered investment advisor because of the auto-trade service offered by several brokers who placed trades in their customer accounts based on Terry’s Tips newsletter recommendations. A second complaint was for a single statement on his website that they believed was incorrect and therefore fraudulent.
Although two large law firms assured Dr. Allen that if he went to court on the first issue, he would win because there was a Supreme Court decision stating that investment newsletters are exempt from registration requirements - it would be a violation of their First Amendment rights. However, they estimated that his legal expenses would be greater than settling with the S.E.C. (and a year or two of his time tied up in court proceedings), and both firms recommended that he accept the settlement offer while not admitting any guilt.
The second issue (fraud) involved a single statement that was true when it was written but a couple of years later, option prices fell to 10-year lows, and it was no longer true. The S.E.C. argued that the statement was not removed from the website in a timely enough fashion.
For the past eight years since the settlement with the S.E.C., Dr. Allen has have been publishing the Terry’s Tips newsletter (and recommendations are executed in customer accounts at thinkorswim by TD Ameritrade through their Auto-Trade program), and the S.E.C. has not objected to any of his activities.
Editor for The Biotech Forum (www.biotechforumsa.com), 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. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
History/Trading Style: I have been trading for 12 years, since I was 15, and have studied a variety of trading techniques and strategies. I combine many trading philosophies and combine technical analysis, fundamental analysis, and macro-economic analysis into every trade. I mostly trade options and implement complex option strategies to take advantage of favorable risk-reward set-ups.
I also believe in industry specific metrics and am developing a trading strategy around these metrics.
As for technical analysis I use a variety of techniques, but favor trading triangles and basic trend line support and resistance in channels and breakdown/breakout patterns, with a major focus on volume on the moves.
I am a trend trader and will not fight a trend, because that is a losing strategy. I take pride in my stock picking ability and have had a lot of success in finding under the radar stocks that provide huge returns, and often find stocks that are eventually taken over.
Options provide the flexibility and leverage so that traders can make major returns in any market. I am an active trader and set strict profit taking targets and stop losses.
Education: Graduated Bentley University in 2005 with a bachelor's degree in finance. Graduated Boston University in 2007 with a master's degree in investment management. Passed Level 1 of the CFA in December 2006
Career: Most recently worked as an Equity Analyst for Thomson-Reuters on a new venture at ThomsonSquawkBox.com (http://www.ThomsonSquawkBox.com). I provided a wide array of live market analysis which includes but is not limited to swing trades, long-term trades, monitoring of the options market, option trading strategies, sector analysis, conference call coverage, earnings previews, trading tools, intraday trades, and other trading strategies. The product never got the chance to get off the ground as we launched when the market was crashing, so it was cut out of the budget.
I then started my own Company, OptionsHawk, where I provide the fastest, most thorough, and most accurate options analysis on Wall Street. I also design trading strategies and provide clients with live market analysis throughout the trading day. My clients are always on the inside, and the first to know, and we swing trade options with a high success rate.
Starting my own Company was the best thing I could have done and has opened up a lot of avenues. I enjoy not having a boss, taking lunch breaks at the beach, and not having to deal with the antics of the Corporate World. My analysis has been featured on Reuters, Bloomberg, and other financial publications.
Mark's mutual fund is launching December 15, 2011.
He is a self taught private investor who operates the website Fund My Mutual Fund (http://fundmymutualfund.com); a daily mix of market, economic, and stock specific commentary. Fascinated by the market since an early age, he discovered mutual funds as a teenager in the 80s and moved to equities by the mid 90s. The origin of the website is/was to leverage the power of the internet in developing a transparent track record to attract investors for his potential "long/short" mutual fund.
His equity focus is identifying secular growth trends and the companies most likely to benefit from these macro trends. Stocks are identified through fundamental analysis, although basic technical analysis is used in determining entry and exit points. You can receive Trader Mark's latest posts daily by subscribing free via RSS reader (http://feeds.feedburner.com/FundMyMutualFund) or subscribing free via email (http://www.feedburner.com/fb/a/emailverifySubmit?feedId=1109639).
With a degree in economics from the University of Michigan, a broader understanding of the economy as a whole, along with interpreting investor psychology, is also a major interest for Mark. To follow on Twitter, username: fundmyfund
Mark is the founder and president of New Horizons Financial Management. New Horizons is an independent investment advisory firm that provides personalized consulting services in investment and asset management. Mark has a degree in finance and has worked in investment management for the past 5 years. Mark has written a personal finance column for Baltimore and Washington metropolitan newspapers. Mark writes a financial blog at BuylikeBuffett.com (http://buylikebuffett.com/).
Timothy Lutts heads one of America’s most respected independent investment advisory services, publishing 11 advisories to over 250,000 subscribers around the world. He leads a dedicated team of professionals who serve investors with high-quality investment advice based on time-tested Cabot systems. Tim is also the chief analyst of Cabot Stock of the Month.
A growth stock and market timing expert, Michael Cintolo is chief analyst of Cabot Market Letter and Cabot Top Ten Trader. Since joining Cabot in 1999, Mike has uncovered exceptional growth stocks and helped to create new tools and rules for buying and selling stocks.
A researcher and writer for over 30 years, Paul Goodwin has been a member of the Cabot investment team and chief analyst of Cabot China & Emerging Markets Report since 2005. Paul is also the editor of the Cabot Wealth Advisory, a free email newsletter that offers independent, no-nonsense investment advice on how to build long-lasting wealth from Cabot’s team of analysts and editors.
J. Royden Ward applies his 40 years of investment research and portfolio management experience to his role as chief analyst of Cabot Benjamin Graham Value Letter. He developed a computerized model of stock selection based on formulas created by investment legend—and Warren Buffett mentor—Benjamin Graham.
Jacob Mintz is a professional options trader and chief analyst of Cabot Options Trader. Using his proprietary options scans, Jacob creates and manages positions in equities based on risk/reward and volatility expectations. Jacob developed his proprietary risk management system during his years as an options market maker at a top-tier options trading company in Chicago.
Chloe Lutts Jensen is the chief analyst of Cabot Dividend Investor, and the third generation of the Lutts family to join the family business. She developed Cabot's proprietary Individualized Retirement Income System (IRIS) and Cabot Dividend Investor to deliver income-oriented advice that could provide both high income and peace of mind to investors thinking about retirement.