Old Trader is a 63 year old private investor, managing a retirement portfolio constructed to a) generate a high current yield, b) preserve capital, and c) increase capital. His methodology involves taking a "top down" macro view to identify favorable trends, and then engage in fundamental analysis at the company level to identify "best of breed" companies that will benefit from those trends. He employs some simple TA to help determine favorable entry and exit points for positions.
The ultimate goal is the construction of an "absolute return" portfolio, fully recognizing that such a portfolio will lag in a strong bull market, but will result in much smoother returns, a characteristic he feels is critical for retirement accounts.
Founder and moderator of Chicagoland Investors' Group. Monthly Sunday brunch meetings to discuss markets and investing/trading strategies.
I can be reached at email@example.com
Todd Sullivan is a Massachusetts-based value investor and Co-Founder and General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his original thesis. His blog features his various ideas and general commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain's NY and others. He has also appeared on Fox Business News and is a RealMoney.com contributor. Visit his sites: ValuePlays (http://valueplays.net/) , Rand Strategic Partners (http://randstrategicpartners.com)
Dr. John Hussman is the president and principal shareholder of Hussman Econometrics Advisors, the investment advisory firm that manages the Hussman Funds ( http://www.hussmanfunds.com). He holds a Ph.D. in economics from Stanford University, and a Masters degree in education and social policy and a bachelors degree in economics from Northwestern University. Prior to managing the Hussman Funds, Dr. Hussman was a professor of economics and international finance at the University of Michigan. In the mid-1980's, Dr Hussman worked as an options mathematician for Peters & Company at the Chicago Board of Trade, and in 1988 began publishing the Hussman Econometrics newsletter. Virtually all of Dr. Hussman's liquid assets are invested in the Hussman Funds.
Note: Dr. Hussman is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Dr. Hussman's public commentary.
MyPlanIQ.com is the only web application that offers advanced asset allocation strategies customized to a wide range of retirement and taxable investment plans such as 401(k), IRA and brokerage accounts. The unique key advantages of MyPlanIQ.com are
1. Superior investment strategies with high return and low risk
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3. An easy to use yet powerful platform
* Online portfolios monitored daily and regular rebalance email notification
* Easy yet powerful tools to allow portfolio construction and study
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4. Low cost and flat fee
MyPlanIQ.com enables private investors to achieve institutional investment results and experience with a fraction of cost and efforts.
I am a quantitative model designer. I build customized portfolio solutions for brokerages, family offices and individual clients around the world. Some of the models required the capacity to trade hundreds of millions of dollars.
I would best describe myself as a value investor looking for entries based on events such as upgraded earnings forecasts. I minimize risk by analyzing short interest, diversifying across industries, blending multiple models of low correlation or using market neutral strategies.
I believe in a long term, buy and hold investment philosophy and that ETFs have greatly leveled the playing field for investors and have allowed for the continued democratization of investing. I focus on international stocks as well as dividend paying equities that provide great long term value for investors.
An avid investor since the age of 10, Ryan Edward has appeared on Fool.com, GuruFocus.com and InvestSide.com. He is quoted frequently on Yahoo! Finance, and publishes regular articles on SeekingAlpha.com. Ryan has a fresh perspective and a passion for making money. He has a track record of identifying value stocks that outperform the market.
RetailSails is a New York based research and consulting firm aiming to be the premier resource for fact-based insight and analysis covering the U.S. retail and consumer goods industries.
Through our sophisticated method of qualitative and quantitative analysis, we are able to provide our clients with a concise, compelling and insightful mosaic of this ever-changing space.
Jeffrey Saut is Chief Investment Strategist and Managing Director of Equity Research at Raymond James & Associates.
Mr. Saut began his career on a trading desk in New York City. In 1973, he joined E.F . Hutton, where he began following equities and writing research. He subsequently worked as a securities analyst for Wheat First Securities, and then Branch Cabell, where he ran the equity research group as director of research and acted as portfolio manager for the firm's affiliate, Exeter Capital Management. As director of research, he built the research and institutional sales departments for the regional brokerage firm Ferris, Baker and Watts, Inc. and subsequently Sterne, Agee & Leach, Inc.
Mr. Saut is well known for his insightful and colorful commentary regarding the stock market, and he makes regular media appearances.
Note: Mr. Saut is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Mr. Saut's public commentary.
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.
James Picerno is a financial journalist who has been writing about finance and investment theory for more than twenty years. He writes for trade magazines read by financial professionals and financial advisers. Over the years, he’s written for the Wall Street Journal, Barron’s, Bloomberg Markets, Mutual Funds, Modern Maturity, Investment Advisor, Reuters, and his popular finance blog, The CapitalSpectator.
Visit: The Capital Spectator (www.capitalspectator.com)
Fund manager Eddy Elfenbein writes Crossing Wall Street (http://www.crossingwallstreet.com/). He comments on a range of stocks (many of which he owns) and market trends. His work is funny, pithy, rigorous and original.
Eddy's philosophy: 'The key to doing well on Wall Street is actually very simple: Buy and hold shares of outstanding companies. But too many investors never learn this valuable lesson. Or if they do learn it, they learn it the hard way. That's where I come in. I want to help investors avoid the mistakes that separate successful investors from those who always find themselves spinning their wheels.'
Visit: Crossing Wall Street (http://www.crossingwallstreet.com/)
My primary focus is to invest in companies that pay substantial and growing dividends, with solid balance sheets and strong cash flows, that are trading at or under my calculated intrinsic value for the company. I supplement this with asset allocation, including bonds and options, as well as other investments such as MLPs.
Through my website, dividendmonk.com, I analyze dividend opportunities throughout the market. My individual stock portfolio listing is also available on my site. I'm an electronics engineer by profession.
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/).
Mercenary Trader (www.mercenarytrader.com) was created by traders, for traders. We are aggressive swing traders who routinely combine fundamentals, technicals and sentiment with deep awareness of global macro and rigorous analysis of individual equities.
See all of our content, including free educational materials on the theory and practice of trading, at www.mercenarytrader.com
Kid Dynamite is now on Twitter: #KidDynamiteBlog
Kid Dynamite (pseudonym) spent 8 years as a trader at a major Wall Street investment bank. from June 1999 thru April 2005 he specialized in portfolio trading, and from May 2005 thru November 2007 he was the head trader for an internal hedge fund on the buy side of the same firm. Kid Dynamite managed a multi-billion dollar merger arbitrage portfolio, and continued to implement portfolio trading related strategies as well.
If you are interested in intelligent discussion about any of my blog posts, or have questions, please visit Kid Dynamite's World (http://kiddynamitesworld.com).
MagicDiligence provides useful, simple, and effective stock screening tools inspired by Joel Greenblatt's Magic Formula® Investing methodology. Our Spells give value and growth investors a list of great stock candidates every day, and our advanced Spell Caster lets you create the Magic-style stock screen you've always wanted! Learn more about our exclusive set of investing tools today!
Jake Huneycutt is a former Portfolio Manager. Jake holds an MBA degree with a concentration in finance from Emory University. He earned a Master of Accounting degree from the University of North Carolina at Chapel Hill. He received his B.A. in History from East Tennessee State University. Jake is originally from Johnson City, TN and currently splits time between Boston, MA and Atlanta, GA.
ResearchRecap (http://www.researchrecap.com/) is a service provided by Alacra (http://www.alacra.com/).
Research Recap (http://www.researchrecap.com/) is designed to showcase compelling industry, economic, academic, market, investment and credit research. The audience includes the investment community and professional services firms, as well as others interested in the types of research we include.
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.
Our small-cap hedge fund strategy beat the market by 44 percentage points since its inception 18 months ago. Visit our website to learn how you can do the same. Insider Monkey is a finance website that provides free hedge fund and insider trading data. We believe ordinary investors can beat the market by imitating insiders and best hedge fund managers. They have access to better information and experts than ordinary investors do. Take advantage of the SEC filings where hedge funds and insiders disclose their stock transactions.
Here is our team:
Ms. Krishnamsetty is the Editor of Insider Monkey. Prior to creating Insider Monkey with Dr. Dogan, Ms. Krishnamsetty was Associate Producer at Bloomberg Television. Prior to that, Ms. Krishnamsetty was on the afternoon news team at CNBC. Additionally, Ms. Krishnamsetty reported for NPR and worked as a risk management consultant at Marsh & McLennan. Ms. Krishnamsetty has a M.S. in Journalism from Columbia University’s Graduate School of Journalism.
Insider Monkey’s hybrid evaluation system ...More was created in 2003 by Dr. Ian Dogan. Dr. Dogan has a Ph.D. in financial economics with a specialization in insider trading. Dr. Dogan has provided consulting services to institutional investors and hedge funds, and managed a $200+ million fund using a strategy he developed utilizing insider transactions. Dr. Dogan recently authored the insider trading chapter of soon to be published “The Handbook of Investment Anomalies” by Zacks Investment Research. Insider Monkey will serve the outcome of the methodologies developed by Dr. Dogan to ordinary investors who don’t have access to academic quality research and tools to shape their investments.
For your inquiries please contact us at firstname.lastname@example.org
Zacks.com brings the decades of study and stock picking expertise of Zacks Investment Research to individual investors. Now, you don't to be an investment bank or brokerage firm to get the professional power of Zacks' research. It's all available on Zacks.com. Learn more about Zacks' history and company below.
The Business Insider (TBI) is a business site with deep financial, entertainment, green tech and digital industry verticals. The flagship vertical, Silicon Alley Insider, was launched on July 19, 2007, and led by DoubleClick founders Dwight Merriman and Kevin Ryan and former top-ranked Wall Street analyst Henry Blodget.
One year after launch, two more verticals joined Silicon Alley Insider. Clusterstock is a financial section led by Henry and John Carney, Founding Editor of Dealbreaker.com. The Biz (formerly The Business Sheet) is an entertainment/media-focused endeavor.
A year and a half later, the three sites have relaunched under one brand to focus on building the leading online business news site for the digital age. There are no subscription fees or production delays. The Business Insider is dedicated to aggregating, reporting and analyzing the top news stories across the web and delivering them to you at rapid-fire pace.
John Nyaradi is publisher of Wall Street Sector Selector, Your Home for ETF Investing! (www.wall-street-sector-selector.com) a financial media site focused on news, analysis and information about exchange traded funds and global financial and economic developments. John writes a weekly guest column for MarketWatch.com and is a regular contributor to Investor’s Alley, a widely read internet site. His investment articles have appeared in many online publications including Trading Markets, Money Show, Yahoo Finance, Investors Insight, Fidelity, SeekingAlpha, ETF Daily News, iStock Analyst and many others. He has also appeared as a guest on National Business Talk Radio, Sound Investing, and The Index Investing Show and has been a speaker at The Money Show, Las Vegas. His book, "Super Sectors: How to Outsmart the Market Using Sector Rotation and ETFs," is published by John Wiley and Sons and included among the Years Top Investment Books in the 2011 Stock Trader’s Almanac. Every business day, Wall Street Sector Selector: Your Home for ETF Trading!, publishes multiple articles of news, analysis and opinion in the world of exchange traded funds and global economics. John’s articles can be viewed in the “Executive Suite: Wall Street Sector Selector.com ETF News Updates.”
Michael Pettis is a professor at Peking University's Guanghua School of Management, where he specializes in Chinese financial markets. He has also taught, from 2002 to 2004, at Tsinghua University’s School of Economics and Management and, from 1992 to 2001, at Columbia University’s Graduate School of Business.
Pettis has worked on Wall Street in trading, capital markets, and corporate finance since 1987, when he joined the Sovereign Debt trading team at Manufacturers Hanover (now JP Morgan). Most recently, from 1996 to 2001, Pettis worked at Bear Stearns, where he was Managing Director-Principal heading the Latin American Capital Markets and the Liability Management groups.
Visit: China Financial Markets (http://www.mpettis.com)
Andrew Horowitz is a Certified Financial Planner. He is the President and Founder of Horowitz & Company (http://www.horowitzandcompany.com), a Registered Investment Advisor. Mr. Horowitz has been managing money and writing about investments since the late 1980's. He has taken his principles of financial and investment management to create targeted investment disciplines. His proprietary models provide a comprehensive methodology for establishing specific investment ideas. The combination of high technology with hands-on expertise helps his clients create the kind of plan needed in today's complex financial world. He has written a book also titled The Disciplined Investor which is scheduled to be released in bookstores throughout North America in May of 2007. Blog author, Podcast Host, Writer and Investment Advisor are the hats he wears daily.
Visit his site: The Disciplined Investor (http://www.thedisciplinedinvestor.com/blog/)
Listen to TDI's podcasts (http://www.thedisciplinedinvestor.com/blog/category/podcasts/)
In the early 1990s, during the middle of a secular bull market, I began work on "A Modern Approach To Graham and Dodd Investing," that was not particularly suited for the decade of the 1990s, but was ideally suited for the following "Lost Decade" of the 2000s.
It’s a shame, really, that much of what is offered here – at no charge – is not taught in the public schools. Why is it that you can graduate in the top of your high school class and know next to nothing about credit card debt, adjustable-rate mortgages, or 401(k)s?
Founded in 1999, the goal of Investment U is to give you impartial, no-nonsense advice on how to build long-lasting wealth.
Our mission is to analyze and discuss all the important financial tools at your disposal. And to make sure, too, that you use them effectively to jump-start your net worth, cut your investment costs dramatically, reduce your risk profile and, most importantly, achieve and maintain total financial independence.
It’s the latter point that is truly our goal here at Investment U. Because no one has the opportunity to live his life fully if he’s a slave to his job, his financial obligations, or his overhead. Or, worse, if he’s worried he won’t be able to maintain a comfortable retirement… or leave behind some kind of legacy.
The essential truth of modern economic life is that money gives you choices. Chief among these is the opportunity to do what you want, where you want, with whom you want. That’s what financial freedom is all about.
It’s too bad we don’t discover this at a younger age. But then, it’s never too late to start learning… or to finish our investment education.
Over time, the insights and analyses offered by Investment U – delivered daily in our e-letter – can make a dramatic difference in any investor’s net worth and financial security. And you can hardly beat the price…
After all, it’s free and you’ll receive this Free report: Why It’s “Mayday” For the Euro… And What You Should Do. Please visit: www.investmentu.com.
Disclaimer: Money Morning and Stansberry & Associates Investment Research are separate companies, and entirely distinct. Their only common thread is a shared parent company, Agora Inc. Agora Inc. was named in the suit by the SEC and was exonerated by the court, and thus dropped from the case. Stansberry & Associates was found civilly liable for a matter that dealt with one writer’s report on a company. The action was not a criminal matter. The case is still on appeal, and no final decision has been made.