Navellier & Associates was founded by Louis Navellier in 1987 and since then has guided thousands of investors by applying our disciplined, quantitative investment process to a broad range of equity products. Every day, investors hire Navellier to manage their assets in a private account, mutual fund, or defensive portfolio.
For over 25 years, we’ve been zeroing in on opportunities for long-term growth. We employ a veteran team of investment and client service professionals who deliver exceptional, personal service and industry-leading information to our clients.
Important Disclosures that Accompany Navellier & Associates Articles:
*Navellier may hold this security in one or more investment strategies offered to its clients.
None of the stock information, data, and company information presented herein constitutes a recommendation by Navellier or a solicitation of any offer to buy or sell any securities. Any specific securities identified and described do not represent all of the securities purchased, sold, or recommended for advisory clients. The reader should not assume that investments in the securities identified and discussed were or will be profitable.
Information presented is general information that does not take into account your individual circumstances, financial situation, or needs, nor does it present a personalized recommendation to you. Individual stocks presented may not be suitable for you. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.
One cannot invest directly in an index. Results presented include the reinvestment of all dividends and other earnings. Graphs are for illustrative and discussion purposes only.
Although information has been obtained from and is based upon sources Navellier believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. All opinions and estimates constitute Navellier's judgment as of the date of the report and are subject to change without notice. This report is for informational purposes and is not to be construed as an offer to buy or sell any financial instruments and should not be relied upon as the sole factor in an investment making decision. Any decision to purchase securities mentioned in this research must take into account existing public information on such security or any registered prospectus.
Past performance is no indication of future results.
FEDERAL TAX ADVICE DISCLAIMER: As required by U.S. Treasury Regulations, you are informed that, to the extent this presentation includes any federal tax advice, the presentation is not intended or written by Navellier to be used, and cannot be used, for the purpose of avoiding federal tax penalties. Navellier does not advise on any income tax requirements or issues. Use of any information presented by Navellier is for general information only and does not represent tax advice either express or implied. You are encouraged to seek professional tax advice for income tax questions and assistance.
David Zanoni is ranked in the top 1% of blogging analysts on Tipranks.com for performance and accuracy. He focuses on growth & momentum stocks that are reasonably priced and likely to outperform the market over the long-term. David is a graduate of Rutgers University with a B.S. in Management. He is an independent long term investor of quality stocks and uses options for strategy. David believes in the power of innovation, capitalism, and the characteristics of the American spirit: intellect, fortitude, and adaptability to lead our country and the world to growing prosperity. His wants to help make people money by investing in high-quality growth stocks.
Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and to add an element of timing. Currently Tim Travis is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management. T&T Capital Management is an Irvine, California based Registered Investment Advisor that manages accounts for both individual and institutional investors.
Travis was born in Laguna Beach, California and became captivated with the value investment philosophy in his early teens through reading books written by Benjamin Graham, and the shareholder letters from Berkshire Hathaway, and the Buffett Partnership L.P. Tim Travis became intrigued by the notion that stocks aren’t just pieces of paper but instead are fractional shares of a business that can be analyzed by comprehensive analysis of the balance sheet, income statement, and statement of cash flows. He majored in Business and Economics at the University of California Santa Barbara, graduating in 2004, and he also had the privilege of studying international economics at the University of Richmond in Florence, Italy. Tim Travis got his feet wet in finance working for both Scottrade and AG Edwards & Sons during his college career. Upon graduation Travis worked at the Vanguard Group in Scottsdale, Arizona. It was there that he learned that most mutual funds underperform their respective indexes, and he became disappointed at the overwhelming diversification in most mutual funds, that really makes most of them function as “closet” index funds.
After leaving the Vanguard Group, Travis worked for a small futures and commodities firm in Mission Viejo, California. It was there that Tim developed an adept knowledge of options, particularly the selling of options to take advantage of the higher probabilities involved. It was also during this time in his life that Travis began reading everything he could possibly find on value investing. Some of his role models in the field are Warren Buffett, Martin Whitman, Bruce Berkowitz, Seth Klarman, Peter Lynch, Glenn Greenberg, etc. After working with clients from around the world Travis broke away and started T&T Investment Management L.L.C.
At T&T, Travis refined his unique methodology combining value investing, with the selling of options to generate income and reduce risk. T&T experienced explosive growth by partnering with a local commodities firm. After several years Tim Travis realized that without controlling the majority of the company any longer, he didn’t have full control over the company’s strategic direction. Divergent business principles caused Tim Travis to break away and form T&T Capital Management. At TTCM which Tim Travis is the sole owner, he is allowed to offer only the best products and services, at a reasonable price, without conflicts of interest.
T&T Capital Management’s goal is build wealth for both individual and institutional investors, and to accomplish these goals Travis as Chief Investment Officer employs his deep value investing techniques. Each account is managed on a day to day, personal basis, and there are no cookie cutter portfolios defined only by one’s age and risk tolerance. Every security is researched and hand selected by Travis and his research team. T&T Capital Management takes pride in first class customer service and research which is regularly communicated to clients for education purposes.
Alex Cho is a top contributor on Seeking Alpha in both the long ideas and technology section of the website. Alex Cho's articles have been featured on The Motley Fool, The Street, and Benzinga. Alex Cho has been featured on ValueWalk's throwback Thursday for his analysis on Apple. Furthermore, Alex Cho's financial expertise ranks him in the top 100 on TipRanks, and his recommendations have a 80% success rate according to Tip Ranks.
To reach out to him for business opportunities, to share ideas, guest writing opportunities, consulting opportunities e-mail him at email@example.com
The Parsimony community is made up of thousands of do-it-yourself dividend and income investors working toward one common goal...generating consistent income!
Our strategy is simple:1. Buy great dividend stocks at reasonable prices.2. Enhance income with conservative option strategies.3. Manage risk through diversification and exit strategies.
Our research (which includes dividend stock rankings, single stock Buy Zone reports, stock screens, and model portfolios) will give you all the tools you need to build and monitor your own DIY Dividend Portfolio and super charge that portfolio with conservative option strategies (cover calls and cash-secured puts).
For more information about our subscription services click the links below:
- DIY Dividend Portfolio
- Triple Income Portfolio (stocks + options)
@DavidAltonClark - #1 Ranked Stock Picker out of 9000 Total Experts per http://Tipranks.com ✦ Columnist @CNBCPro
✦ US Army Veteran ✦ Former FINRA Rep ✦ EY / Citigroup Alumnus ✦Texas Realtor ✦ Active Investor
Click this Globe and Mail and Barron's link for recent articles regarding my performance and background.
Jonathan Moreland is the founder and Director of Research at InsiderInsights.com, which produces the weekly InsiderInsights Newsletter, and offers institutional strength, real-time insider data and analytics via a subscription Data Module and APIs. He is also principal of Insider Asset Management llc, a registered investment advisor in New York State, and a past contributor to TheStreet.com, Minyanville, and other financial outlets.
A fundamental analyst with an MBA in finance, Mr. Moreland identified insider data over 25 years ago as an excellent first screen to determine where to focus his research efforts. He is quoted frequently in the media for his insider analysis, and stock recommendations stemming from it. He is also author of Profit From Legal Insider Trading (Dearborn 2001), and has a new book due out with Wiley.
Mr. Moreland is currently on a mission to get investors to expect more from insider data than the commodity feeds they rely on from their Bloomberg terminals, Yahoo!Finance, and other financial websites.
Christopher (Chris) Versace is widely referred to as The Thematic Investor because of the unique way he examines the intersection of economics, demographics, psychographics, technology and regulatory mandates on the global stage. Mr. Versace uses those intersections to identify key themes and structural shifts, as well as those companies best positioned to benefit from them, which provides a differentiated clarity and understanding to investors and executives. His insights are the culmination of more than 20 years analyzing industries and companies in a variety of roles as an equity analyst, portfolio manager, investment banker and strategic consultant.
The Thematic Investor moniker originated as an institutional investment newsletter that Mr. Versace developed to showcase his research insights and investment acumen. His firm, Versace Management, created thematic based investing portfolios for Agile Capital Management and the VZN Group, as well as advised on mergers and capital raises for many other firms. Mr. Versace now is the editor of the newsletter The Growth & Dividend Report, which brings his industry insights and investment recommendations to the investment community. Versace is also the editor of the PowerTrader and PowerOptions Trader services that utilize his thematic framework to trade options, stocks and exchange traded funds (ETFs). In addition, each week, Versace shares his latest thoughts on the stock market, economy and latest financial news in his PowerTrend Bulletin e-letter with more than 115,000 investors.
The Growth & Divided Report, The Thematic Investor and Versace Management as well as his written columns all leverage his more than 13 years experience in the equity research departments of Salomon Brothers; Donaldson, Lufkin & Jenrette and Friedman Billings Ramsey (FBR). At these institutions, Mr. Versace analyzed the wireless, display and machinery/ capital goods as well as home building/building product industries to bring clarity, understanding and returns for both domestic and foreign mutual funds, hedge funds and other institutional investors.
His fresh insights on investing led to his August 2014 appointment an Assistant Professor at the New Jersey City University School of Business, as well as the faculty advisor to the school’s award winning Student Investment Management Group.
Mr. Versace is a featured columnist at The Street.com, as well as a contributor to FoxBusiness.com, Forbes.com and Newsmax. He is a frequent guest on radio and TV programs including Making Money with Charles Payne and Cavuto on the FOX Business Network, TheStreetTV, One American News Network, The Sam Sorbo Show, America’s Morning News each Friday and several others. He is a frequent speaker and panel facilitator at The Money Show, Freedom Fest, and the American Association of Individual Investors. He has also been quoted in the Wall Street Journal, NY Times, Investors Business Daily and other publications, and has also appeared on CNBC, CNBC Europe and CNNfn, and being given an honorable mention in Institutional Investor Magazine. He also previously authored the weekly Corner of Wall & Main for The Washington Times.
Mr. Versace also hosted PowerTalk, a weekly podcast that looked at key issues across a range of industries and in the economy with guests such as Steve Forbes, former Secretary of Defense Donald Rumsfeld, Stephen Moore, former Secretary of Commerce, Carlos Gutierrez and others. On the program, he also conducted long format interviews with executives from General Motors, Visa, Qualcomm, IBM, Cisco Systems and scores of others to inform and enlighten investors as well as corporate America.
Mr. Versace earned a B.S. in Economics, a B.A. in Mathematics and an MBA in Finance from Fordham. University. He currently holds the Series 65 designation.
I am a former investment advisor and owner of several businesses, and consequently everything related to business - including investing, macro-economics, and emerging products and services come under my research and interests radar.
The most interesting and important to me are the entertainment industry, commodities, BRICs, and the impact of loose money policies on businesses and investors.
These days I invest only for myself, while continuing to write on a variety of financial and economic topics.
Mark Yagalla is an investment guru who made millions and then lost it all by the time he reached 23. Yagalla enrolled at the Wharton School at the University of Pennsylvania but dropped out at 19 after he made his first million. He went to Wall Street and quickly fell prey to its temptations -- wealth and its attendant gifts like fancy cars, beautiful girls and indulgent trips.
While on Wall Street, Yagalla raised $50 million for his hedge funds and by the age of 22 he was making $10 million a year. But the burst of the dotcom bubble led to his demise as well. At 24, he pled guilty to securities fraud.
Yagalla managed not only his hedge funds but was also the owner or partner in a number of endeavors, including Pine Meadows Personal Care Homes, City Wide Transportation, Governor Printz Properties, Ashbury Properties, Ashbury Aviation, TMBR/Sharp Drilling, Delsoft Consulting, Intelliworxx, TravelNow, and many more.
Yagalla's story, similar to that of the Wolf of Wall Street’s, has made him a desirable media subject. His story has been shared by the Wall Street Journal, New York Times, New York Post, New York Daily News, Daily Mail, CBS News’ 48 Hours, USA Today, Philadelphia Magazine, Details Magazine and other media outlets.
His first book, Wall Street Joyride: The True Story of the Prodigy, the Playmates and the Missing $50 Million, talks about his time on Wall Street during the dotcom era. He now trades the markets full-time and writes about them on Seeking Alpha. According to TipRanks, Yagalla is one of the top 100 market bloggers.
Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage.
The purpose of this profile is to allow us to share with our readers new transcript-related developments.
SA Transcripts Team
Bill is Chief Investment Officer of Luby Asset Management LLC, an investment management company in Tiburon, California. He also publishes the VIX and More (http://vixandmore.blogspot.com/) blog and an investment newsletter. His research and trading interests focus on volatility, market sentiment, technical analysis, ETPs and options. Bill was previously a business strategy consultant. When not trading or blogging, he can often be found running, hiking, and kayaking in Northern California. Bill has a BA from Stanford University and an MBA from Carnegie-Mellon University. Visit Bill's blog, VIX and More (http://vixandmore.blogspot.com/)
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
Fredrik Arnold is my pen name. In 2012 I retired from doing quality service analysis for John Hancock Long Term Care Insurance in Boston then moved to North Carolina in 2013. My fascination with capital preservation, fixed fractional trading, and trading systems keeps me blogging for Seeking Alpha. Most of my articles focus on dividend yields and analyst mean 1 yr targets as stock trading indicators. These are essential tools for catching the most valuable dividend dogs.
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios.
My curent portfolio is available here: http://seekingalpha.com/article/3969664-difference-quarter-can-make-1st-quarter-portfolio-review?source=all_articles_title
I believe that everyone needs a portfolio business plan. Here's a copy of ours:: http://seekingalpha.com/article/2426965-our-retirement-portfolio-business-plan-legacy-edition-part-two
A list of Dividend Growth Safety Superstars for the past decade is available here: http://seekingalpha.com/article/2255863-a-review-of-the-dividend-safety-superstars http://seekingalpha.com/article/2266863-a-current-review-of-dividend-safety-superstars-part-two
I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
Brad Zigler's stints as a contributing editor for the Corporate Communications Broadcast Network, the Journal of Indexes, and CRB Trader set the stage for his role as managing editor of Hard Assets Investor and later as alternative investments editor of Registered Rep. magazine, the most highly subscribed publication for financial advisors.
Brad's feature articles have appeared in Registered Rep., Mutual Funds, Financial Planning, Financial Advisor, Futures and Ticker magazines, TheStreet.Com and MarketWatch Web sites, and in journals published by Institutional Investor. After heading up marketing, research and education at the Pacific Exchange's (now NYSE Arca's) option marketplace and Barclays Global Investors, Brad became a financial correspondent for the European Press Network, and a Public Broadcasting System/National Public Radio affiliate. He continues his work as a financial research and communications consultant for a number of private and public organizations.
Ironman is the alias of the blogger at Political Calculations, a site that develops, applies and presents both established and cutting edge theory to the topics of investing, business and economics. We should acknowledge that Ironman is either formerly or currently, and quite possibly, simultaneously employed as some kind of engineer, researcher, analyst, rocket scientist, editor and perhaps as a teacher of some kind or another. The scary thing is that's not even close to being a full list of Ironman's professions and we should potentially acknowledge that Ironman may or may not be one person. We'll leave it to our readers to sort out which Ironman might behind any of the posts that do appear here or comments that appear elsewhere on the web!
It’s time for a change!
Worn out after months and months of portfolio-busting volatility… depressed by the still paltry yields offered by U.S. Treasuries and money market funds… the majority of investors are clamoring for above-average income investments right now.
The only problem?
Most investors are going about income investing the wrong way! They’re simply chasing yield, which is a surefire way to undermine their investment returns.
Anyone can find a list of high dividend-paying stocks. But very few people can actually sort through all the choices to identify the most fundamentally fit, reliable dividend payers. And Wall Street’s been none too helpful when it comes to that task.
But that’s precisely why we founded Dividends & Income Daily… To provide a free resource for everyday investors to find safe, yet attractive, income strategies and investments in this zero-percent yield environment.
Not just any income investments, mind you. Ones capable of producing large, reliable and steadily increasing streams of cash. Both now and into the future.
For decades, many of the world’s richest investors have been using income investments as the cornerstones of their portfolios. For good reason, too. Countless studies show that dividends account for a whopping 90% of total returns.
It’s finally time for everyday investors do the same.
Visit us at http://www.dividendsandincomedaily.com/
View our disclaimer: http://www.dividendsandincomedaily.com/disclaimer/
Michael Ashton has been a recognized leader in developing the U.S. inflation derivatives market. He traded the first interbank U.S. CPI swaps in 2003 and, as a dealer, was a primary liquidity-provider in that market for two large banks. He represented about one-third of interbank swaps volume during his tenures at those firms. He invented and was the sole market-maker for the CME CPI Futures contract. He has written and spoken extensively about the use of inflation-indexed products for hedging real exposures, and has written more broadly in a commentary format about the rates markets and macroeconomy. Mr. Ashton is currently the managing principal at Enduring Investments LLC. His comments on this site and others are not posted in that role, and no opinions of his should be construed to be recommendations of or to reflect the views of his employer. He recently published "What's Wrong With Money? The Biggest Bubble of All."
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.
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John M. Mason writes on current monetary and financial events. He is an entrepreneur and a writer. Current projects include a new banking institution, an Internet company, a private equity fund, two depository institutions and a community redevelopment fund. He formerly was on the faculty of the Finance Department, Wharton School, the University of Pennsylvania. Dr. Mason has been President and CEO of two publicly traded financial institutions and the executive vice president and CFO of a third. He has also served as a special assistant to the secretary of the Department of Housing and Urban Development in Washington, D. C. and as a senior economist within the Federal Reserve System. Dr. Mason has served on the boards of venture capital funds and other private equity funds. He has worked with young entrepreneurs, especially within the urban environment, starting or running companies primarily connected with Information Technology. Some of his new ventures are in the sustainable business and impact business space. .
The author has a background in Chemical Engineering and an MBA specializing in Finance and Biotech Management. He is primarily focused on alternative investment strategies that aren't widely covered in the mainstream press such as hedging strategies, non-market correlated instruments, high-yield investments, international/developing markets, small biotechs and arbitrage.
In addition to his contributions here at Seeking Alpha you can also visit him at his blog ETFBase (http://www.etfbase.com/), which provides free independent stock research, a real-time personal accounting of his personal trading portfolio, market commentary, and personal finance advice.
Visit: ETFBase (http://www.etfbase.com/)
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.
CDM Capital is a private investment manager focused on due diligence-based value investments and special situation investing. We manage investments on a separately managed account basis. As of the publication date of our articles, we may have long or short equity positions in the companies covered.
Doug K. Le Du is a preferred stock researcher, author of the book titled Preferred Stock Investing, syndicated writer and publisher of three monthly preferred stock newsletters.
Doug has been studying the preferred stock marketplace since 2002. In 2006 he published the first edition of Preferred Stock Investing which has been updated and re-published regularly since then.
Preferred Stock Investing teaches risk-averse investors how to screen, buy and sell the highest quality preferred stocks. The book lists all qualifying preferred stocks that have been issued since January 2001.
The ten selection criteria from Preferred Stock Investing filtered out the 57 preferred stocks from the big banks that would be claimed by the Global Credit Crisis and let pass the 13 issues from the big banks that were saved by acquisition. In 70 out of 70 cases, a 100% success rate for almost two years running, the preferred stock selection criteria found in Preferred Stock Investing protected preferred stock investors.
As a researcher, Doug researches the market price behavior of the highest quality preferred stocks and writes to you about trends and opportunities. His premium subscription service (described at www.PreferredStockInvesting.com) providers subscribers with email alerts of new preferred stock issues, access to his preferred stock catalogs and HotLists, a monthly newsletter just for premium subscribers and much more.
Doug's academic background is in economics and statistics. Doug retired from his position as Managing Director at one of the world's largest management consulting firms in 2002 to focus on preferred stock research. Doug does not sell preferred stocks nor is he a stock broker or financial adviser.
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 19-year old daughter, Wei Elizabeth Gordon.
Daniel Moore is the creator of FinancialRelativity.com, a web portal created for the purpose of tracking the status of financial markets and providing investment analysis and portfolio management insights to investors. Based on the systematic investment research, he writes about the market and publishes his views through internet market publications. He has over 25 years of management experience in corporate finance in a variety of high technology start-ups and public companies. A graduate of Duke University’s Fuqua School of Business in 1988, he has spent the last 10 years managing investment portfolios seeking high risk reward returns for fixed income investors.
Copperfield Research is the pseudonym of a research team focusing on publicly traded equities. As of the publication date of our articles, we may have long or short equity positions in the companies covered. We do not discuss unpublished reports, or provide any advanced warning of future reports to others. Due to the danger of retaliation, our reports are written under a pseudonym. Please read our Disclaimer on the front page of every opinion piece before reading any of the material.
Caitlin Duffy joined Interactive Brokers in 2009. In her role as Equity Options Analyst, Caitlin provides daily market commentary; highlighting various options trades, trading patterns and strategies of interest. Through Interactive Broker's webinar program, Ms. Duffy presents a number of educational, options-related events describing the theoretical pricing of options, the option Greeks as well as options strategies.
Visit: Interactive Brokers Group (http://www.ibkr.com)