Private investor in various companies in the renewable and alternative energy sectors. I stay away from richly valued companies in the solar and lithium-ion battery sectors, and look for companies with compelling advantages and higher leverage such as American Superconductor (AMSC), Maxwell Technologies (MXWL), Cree (CREE), Active Power (ACPW), Westport Innovations (WPRT) and Energy Recovery (ERII).
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I am a former financial communications programmer, turned full-time investor. I began investing in the mid-1990s, looking for a way to achieve early retirement. (A goal in which I have succeeded, if you don't consider full-time investing a job.) I took a scientific, experiment-based approach rather than a studious one. I feel that this approach, combined with my extensive programming work in financial markets and directly with traders has given me uncommon contrarian insight into what really drives market dynamics.
To that end, my articles will center around stocks and their derivatives because that's where I have the most experience (over 20 years). I may occasionally comment on currencies, where I believe I have a sound academic knowledge, but less trading experience.I will always refer to a company by name or some abbreviation thereof. By contrast, I will refer to the stock a company issues by its ticker symbol. I think it can be important to differentiate between the two.
Dr. Brian Morin is currently President & COO of Dreamweaver International, a company that developing and marketing a high performance battery separator that can reduce the volume, weight and cost of lithium ion batteries while improving the safety during thermal events.
Brian also serves on several boards and foundations, including the External Advisory Board for the Clemson University Department of Materials Science and Engineering, the Foundation Board for the North Carolina School of Science and Mathematics and as Vice President of the National Alliance for Advanced Technology Batteries.
James A. Kostohryz has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.
Kostohryz started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, Kostohryz became Chief Global Strategist and Head of International Investments for a major investment bank. Kostohryz currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory.
Born in Mexico, Kostohryz grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently writing a book about the impact of culture on economic development. He is a former NCAA and world-class decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
You can receive custom delivery of all of Mr. Kostohryz's published work on Seeking Alpha, The Street, and other media, as well as exclusive material, by following the link below. It is absolutely free:
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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.
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Subscribers to our investment newsletter receive communications in three ways - daily within our trading blog, weekly within our Weekend Update and monthly as we produce reports on our best investment ideas - see the examples below.
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Chris Varrone is a Cambridge-trained economist and former McKinsey consultant who specializes in wind energy technology. His firm, Riverview Consulting, Inc., advises technology companies, investors, developers, utilities and other stakeholders on a variety of topics including strategic planning, customer requirements, product/market strategy, cost-of-energy modeling and financing.
Recent clients have included FloDesign Wind Turbines (Waltham, MA), Boulder Wind Power (Boulder, CO), and Modular Wind Energy (Huntington Beach, CA).
A recognized thought-leader, Mr. Varrone has spoken at the World Future Energy Summit in Abu Dhabi (Jan 2010) and the European Future Energy Forum in Bilbao (Jun 2009). His articles on the grid integration and cost of wind energy appear in International Sustainable Energy Review (Dec 2010) and Renewable Energy Focus (Jan/Feb 2011).
As Chief Strategist, Technology R&D at Vestas Wind Systems, the world’s #1 manufacturer of wind turbines, Mr. Varrone was responsible for global product/market strategy. He was Vestas' representative in the Roadmap 2050 project, whose report was submitted to the European Commission in April 2010.
Previously, Mr. Varrone established and led Value Engineering at SAP Nordics and brings the lens of customer economics to all his work. Before that, he served as Vice President, Health Care at TeleTech, the world’s second-largest call center outsourcing company.
In 1999-2002, he served as Director of Business Development (M&A) for ChannelPoint, a General Electric portfolio company, completing four acquisitions and serving as General Manager of LifeMarkets (Lynchburg, VA) for one year.
In the 1990s, Mr. Varrone served as Managing Director of the hospital CEO program at the Advisory Board Company in Washington, DC, and was Engagement Manager at McKinsey & Co. in New York, Scandinavia and India.
A Fulbright Scholar in Norway in 1985-86, he graduated summa cum laude from Williams College in 1985, and holds the M.A. in Economics from Cambridge University, where his dissertation on “Metapreferences” was awarded the Gladstone Prize in 1988.
Mr. Varrone lives in Irvington, NY with his wife and three children. His first novel, Shadows in Summer, was published in 2009.
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. From a financial perspective I cover a variety of energy companies ranging from renewable energy to fossil fuels. 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.
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.
Energy is such a pervasive resource that it affects every single human endeavor.
Energy has become fundamental to the very basic functions of contemporary civilization. And it is imperative to the future growth, prosperity, social stability and security of nations around the world. Without energy, everything comes to a grinding halt.
Today energy is at a crossroads. Like a lit fuse, a catastrophe of immeasurable proportion is looming.
Even though the energy crisis is beginning to make its way into the media limelight, very few people are aware of the true scope and magnitude of this crisis. With today's seemingly abundant energy supply, it can be difficult for us to imagine an energy-limited world. Nevertheless, the impending energy crisis is coming.
And like the ancient phoenix, a great opportunity will rise from the ashes of this crisis. There will be those, like Energy and Capital subscribers, who will be given the foresight and vision to exploit the commercial opportunities of a post-oil economy.
To begin receiving your free subscription to Energy and Capital, visit www.energyandcapital.com and enter your email address in the signup form.
Trade stocks by day, and at night am writing a historical epic about the ancient Mayan civilization.
"Maya: Spirits Of The Jaguar" is a sweeping saga set in the ancient and magical Mayan landscape where a wronged family struggles against prophecy, power, treachery and forbidden love, ending the four hundred year reign of an ancient dynasty.
Have a literary agent who's patiently waiting... At present there are just under 800 pages completed, with about 250 more to go.
Quite the mix of payless jobs!
Cleantechblog.com (http://www.cleantechblog.com/) provides commentary on news, technologies and issues relating to next generation energy and the environment. Neal Dikeman, Cleantechlog's founder, is a partner at Jane Capital Partners, a San Francisco based merchant bank focused on cleantech, energy & environmental technologies. He has interests in businesses in fuel cells, superconductors and software, and his clients range from startups to major oil companies.
Visit his site: Cleantech Blog (http://www.cleantechblog.com/)
Juan Carlos Zuleta is an economist. He holds a master's degree in Agricultural and Applied Economics from the University of Minnesota and did Ph.D. studies in Economics at the New School for Social Research. Since 1992 he has published a number of articles on the economics of lithium. Due to his contributions to EV World.Com, Industrial Minerals and Seeking Alpha.Com during the period 2008-2009, Juan Carlos was invited to participate as a speaker at both the inaugural Lithium Supply & Markets Conference (LS&M) held in January 2009 in Santiago, Chile as well as the second LS&M Conference held in January 2010 in Las Vegas, USA.
Green Chip Review is a biweekly newsletter focused helping investors profit from the development of cleantech and organic food markets. Covering policy, finance, technology and public markets, Green Chip takes a global soup-to-nuts approach in helping investors understand - and invest in - this still nascent but increasingly valuable market.
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.
Tom Konrad, PhD., CFA is a financial analyst, freelance writer, and portfolio manager specializing in renewable energy and energy efficiency. He is currently looking for a money management firm to sponsor what he believes would be the first dividend income oriented green mutual fund, based on a strategy he has been managing since December 2013.
. He is Editor at AltEnergyStocks.com.
Tom lives in New York's lower Hudson River Valley. He volunteers for the environmental nonprofit community, runs, and is a woodworker. He's currently using those woodworking skills to renovate (and upgrade the energy performance) of the 1930 farmhouse he lives in with his wife.
He can be reached at tom at tom konrad dot com.
John Petersen is executive vice president and chief financial officer of ePower Engine Systems, Inc., a company that has developed, built and demonstrated an engine-dominant diesel-electric hybrid drivetrain for long-haul heavy trucks that promises fuel savings of 25 to 35 percent depending on terrain and payload.
John is a lawyer and accountant with over three decades of corporate finance, due diligence, M&A advisory and related legal services for manufacturers, innovators and investors in the energy storage and renewable energy sectors.
Over the last eight years John has earned a global following for his articles on the energy storage and alternative energy sectors. He has contributed to AltEnergyStocks, Seeking Alpha, The Street, NASDAQ.com and Batteries International Magazine. He currently works as a senior editor at InvestorIntel.
John is a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. He was admitted to the bar in 1980 and licensed to practice as a CPA in 1981. John’s diverse experience in corporate finance, natural resource development and energy storage give him a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges of the battery industry.