Gennady Kupershteyn has been in financial services industry since 1997. Since 2000 he has been a professional trader and serves as a trading mentor and portfolio adviser. His experience includes building and managing four successful trading desks in California, New York and New Jersey. He has trained hundreds of professional traders in day and swing trading. Presently, Gennady utilizes a combination of vast historical studies of individual stocks, technical analysis and market fundamentals to determine appropriate risk / reward ratios for employing optimal equity trading strategies. Prior to becoming a professional equity trader, Gennady served as a Floating Manager in the Domestic and Offshore Hedge Fund Group at Alliance Capital. Specialties: Equity & Option's Analysis & Trading - Fundamental and Technical
We are a tax consulting and company formation firm located offshore in the sunny, tax free Bahamas since 1990. I've formed over 1,030 Bahamian IBCs and 360 Anguilla IBCs since 1990.
◾Anguilla is a UK overseas territory with same tax status as Cayman Islands.
◾All the money and technology to create their offshore registration services came out of London.
◾Anguilla was one of the very first tax havens that adopted an online registry service.
◾QEII is the head of State.
◾Got questions? email firstname.lastname@example.org
The Caribbean tax havens have grown to rival New York and London as a place to hold family assets, and the US FET is one reason why there are so many offshore companies there.
480,000 IBCs in BVI;
100,000 “exempt companies” in Cayman;
45,000 IBCs in the Bahamas;
30,000 cos in Bermuda
25,000 IBCs in Anguilla
None of the Caribbean (tax) havens levy an estate tax.
Nobody is much interested in tax avoidance any more, so I'm posting Tom's Fishing Gallary pictures instead http://bahamasbahamas.com/images/gallery.html
Personal info here https://www.linkedin.com/profile/preview?locale=en_US&trk=prof-0-sb-preview-primary-button
and PFIC / FATCA info for planners https://www.linkedin.com/pulse/new-irs-form-8938-created-fatca-2010-can-filing-avoided-tax-havens?trk=prof-post
JPMorgan/Chase writes on U.S. Estate taxation: "Because stock of a foreign corporation (in a no tax haven) is not subject to U.S. estate tax, holding U.S. situs assets through a foreign corporation constitutes a planning opportunity." http://www.jpmfinancialservices.com/images/PDFs/EstateTaxation.pdf
IDEA: Create a Free Stock Research Site
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The website was designed to conveniently open 10 of the most commonly used investing websites to do stock market research. Why is that so important? Mainly because, the combined resources found on the website allow you to cut back on the time it takes to do research on stocks.
Investor. Mission: Help people make money. Degree: Chemistry from Vassar College. Featured author of Momentum Options Weekly Wrap (http://momentumoptionstrading.com/ )
Follow me on Motley Fool Caps at http://caps.fool.com/player/modestus1.aspx .
For short-term ideas about big movers, follow my StockTalks. But please note I am not the best short term stock picker. I am 7-0-1 in the long term, but 0-3 in the short term. If you want better short term pickers, I recommend Michael Filloon and Alfred Little.
Over the last 12 years, I am 7-4-1. I was up 130%, 290%, 105%, 356%, 19%, 275%, 526% from 2001-2007 respectively, and down 9%, 39%, 72% from 2008-2010 respectively. In 2011, I was flat, but some ill-timed trades (should have held AG) caused a loss of 17% and 14% in 2012 and 2013. Note: gains and losses include transaction costs. 2009 and 2010, I traded frequently, adding up transaction costs. That is why I favor longterm holding over shortterm trading.
I invest in all stocks. I don't agree that US stocks are the safest. Want a safe stock, try TEVA. It did not fall much, or at all, during the credit crisis. And generics are the future.
Being a chemistry graduate, I tend to focus of the drug, medical, biotech, and chemical industries. So far, I wrote about 5 medical companies (RPC, OREX, KV.A, PLX, & XOMA). OREX and KV.A were right on target, though KV.A has fallen back hard after reaching their highs, which surprised me. PLX was half right: it did get a negative letter from the FDA, but the options strategy was wrong. For RPC, so far, I have been wrong, and exited my position in mid-May. XOMA also has fallen since I wrote about it.
However, I also cover diverse stocks, from BIDU to NCT. Ignoring other industries is a big mistake. I look for stocks I find undervalued on both a value perspective and a growth perspective, but placing more emphasis on growth. I combine both fundamental and technical analysis. The fundamentals only tell you part of the story.
Anybody can make money. Don't let Wall Street analysts manipulate you. Their analysis is good, but don't take everything they say. Good luck investing, and I will do everything I can to make you money.
Oh, and I invest in rather risky stocks with high potentials. If you are nearing retirement, I don't recommend you copy my portfolio. I will label my stocks with the risk/reward factor. I am adding a watch list with some stocks for retirement investors that I like. All watch list stocks are long term holdings.
BRK.B (very low risk/medium reward)
AAPL (low risk/medium reward)
TNH (low risk/medium reward)
JNS(low risk/medium reward)
RNF (low risk/high reward)
CVRR (low risk/high reward)
NRZ (medium risk/medium reward)
NEWM (medium risk/medium reward)
NCT (medium risk/high reward)
HOV (medium risk/high reward)
RSOL (high risk/high reward)
ESTE (high risk/very high reward)
YRCW (very high risk/very high reward)
JAZZ (medium risk/high reward)
NFLX (medium risk/high reward)
LVS (medium risk/high reward)
SAM (medium risk/high reward)
CMG (medium risk/high reward)
ZNH (medium risk/high reward)
RDY (medium risk/high reward)
MNK (medium risk/high reward)
YZC (low risk/high reward)
CF (low risk/high reward)
TTM (low risk/high reward)
NVO (low risk/high reward)
BIDU (low risk/high reward)
PCLN (low risk/high reward)
CLF (low risk/medium reward)
AAPL (low risk/medium reward)
GOOG (low risk/medium reward)
TEVA (low risk/medium reward)
CIM (low risk/medium reward) - dividend stock
TNH (low risk/medium reward) - dividend stock
GOL (low risk/medium reward) - dividend stock
SID (low risk/medium reward) - dividend stock
Journeyman - IR consultant Corporate Shaman& Investor 1985- present.
Diverse sectors: Bio Tech,Commodities ,manufacturing (Health food) Technology,Energy. As a investor I tend to follow start ups as they near commercialization and profitability.
Mine has been a journey of over 30 years in the equity markets.
As a Corporate Shaman, my role is to bridge the gap between the Investors and the Companies I consult for. By mediating the chasm between the two worlds (investors - company) I assist in healing the companies financial well being as well as investors portfolios. ╰☆╮
Although there does exist a Professional Organization of "Corporate Shamans" with membership fees , mission statements, books , seminars and all that jazz. I am the other guy
.A Shaman alleviates his pain by healing others.
Very Best of Health always to you and yours ╰☆╮
Fxpips.com is your one-stop website when it comes to the latest buzz happening around the foreign exchange market. Manned by financial experts and veterans in foreign exchange, fxpips.com is your total online destination for current news that shapes the financial trading landscape.
Finished CFA level 1 & CAIA level 1 in a breeze. Looking forward to CAIA level 2 and CFA level 2. Made top 1% on the Bloomberg BAT, but was a black sheep at my mediocre college, and I was foolish to let it affect me. (non-traditional student)
Hope to write some quality articles in the coming year.
I was playing with fire my first year in the market, using a lot of call options. It was easy to make 50+% gain in 1st yr, summer '13 to summer '14 (thank you bull mkt). This past half year has been a little rough; I wish I had acted more decisively on material information about the energy market and the movement of the Ruble ($YNDX is a favorite).
I remember announcing the probably course of events to family the morning after OPEC's Thanksgiving's Day announcements, and I regrettably decided to wait it through b/c our professors chided us to take a buy and hold approach, and b/c I had bought some quality energy names at very fair prices in October. In retrospect, I realize the importance of optionality or in a sense, degrees of freedom.
In this case, I realize I am too committed to a base scenario (energy stocks recovering in the next year) that has too much opportunity cost. If the price adjustment cycle lasts longer than the expected scenario, then I will be unhappy with the opportunities lost. An equal weight short position would have been an ideal temporary maneuver, expressing my short-term thesis, while not causing commitment angst in the present, hoping for the long-term adjustment to blow over.
I was entrusted with a fresh 100K family capital this past summer, and I plan to be more prudent and thorough (obviously with minimal leverage or derivatives). This market is a little dangerous with high debt loads in China, somewhat high valuation levels (horrible Schiller CAPE ratio, but not sure if that matters as much), and jitters over rate hike, Ukraine, terrorism, epidemics, difficulty of private sector adjusting to Obamacare, and possible fiscal & monetary stimulus tapering.
I think low energy prices is a great stimulus, but the possibilities of a perfect storm with semi-hard landing in China or Europe, a serious violent flare-up with Russia or the Terror War, and disease outbreak could somehow happen at just the wrong time (perhaps, right after a rate hike).
I've read a fair amount of Buffett. But I love the tech industry mostly. To humor Buffett (a tech dinosaur), I bought a tiny bit of IBM. It has been working hard to transform its whole business, and actually has some top-notch talent and product portfolios with a fairly conservative valuation. The market is probably right that is a long-shot that IBM will grow significantly again, despite its immense technology assets and partnerships. Recent comment: feel lucky to have exited IBM at a small gain; mulling a re-entry and annoyed that I missed the recent Google explosion. Google is solidifying its reach and ecosystem, but at steep multiples.
I've been away from investing for much of the past half year (now dec'15), partly because I was getting cyberattacks on my twitter account, my computer, and broker connection was being intercepted, which made me very uncomfortable. My car also very suddenly needed an engine replacement that same week, despite a thorough check-up a month prior. I'm having a hard time moving forward, after severe blacklisting after-effects, (too long & weird to discuss).
CAIA & CFA level 1s were super-easy even though I was underprepared. I look forward to embracing the challenge. I will end up working in Europe or abroad, if I have to. Lucky to get tons of invites from Bloomberg recruitment due to top notch scores, but haven't really applied b/c of crummy school issues. Plan to work on Wall Street Prep & hopefully some SA articles.
Dreamjob: working for a hedge fund focussing in equities, preferably with a multicultural bunch (I'm half european / half asian american)
Long-term dream job: top-notch hedge fund manager
My favorite time horizon: 3mo to 18mo, b/c best chance of having a direct connect with news & analysis. market moves too fast to be primarily buy & hold, albeit such a mid-term outlook forfeits the benefit of effective interest-free loan in the the form of deferred taxes (as Buffett makes use of) as well as benefit of a capital gains rate, but on the other hand, a mid-term outlook maximizes flexibility. I'm trying to stay more grounded in fundamentals, flesh out the invest case for a quite a handful of stocks, and balancing risks in wide portfolio. Plan to explore ETF's more.