I hold a Graduate Diploma in Applied Finance and Investment (similar to CFA), and a Graduate Diploma in Financial Planning.
I have 30 years of personal investing experience, and 15 years of professional financial advising experience, including broking experience at ETrade Australia, 7 years as a Senior Financial Planner at Commonwealth Bank of Australia and 8 years at High Net Worth Financial Advising. My business is a mix of young clients growing their wealth, pre-retirees, and retirees wanting income, some growth, and safety.As a global investor I use a macro thematic approach searching for good value and/or high growth. I search the globe for great investments with a focus on Asia, Emerging and Frontier Markets as well as "trend investing". I assess a countries demographics and growth potential. Some trends I currently follow include Chinese shares going global, the rising Asian middle class, Electric Vehicles, Renewable Energy, Energy Storage, Smartphones, 3D printing, and personal robots.
I also love to invest in income producing investments that can grow over time and benefit from compounding....Included here are the near monopoly businesses such as the Stock Exchanges, and the high quality income producers.
I use direct shares, ETFs, mutual funds and some direct property investments.
Several years of experience in investment banking and private equity as a generalist with principal investments across senior and junior debt as well as equity.
I believe in the teachings of value-oriented investors such as Howard Marks or Warren Buffett with my own deviations and interpretations. Most important is an emphasis on maintaining skepticism in bull markets and risk aversion as the backbone of a largely contrarian approach in my pursuit to uncover value in long-term opportunities.
I've made the decision to no longer contribute content on this platform. I've done so due to irreconcilable differences of opinion with the editors of Seeking Alpha regarding what I believe to be inconsistent, absent and deeply biased editorial oversight. Favoritism is the motive that moves these decisions and is granted not on the basis of merit, but on thematic considerations (short-position articles are given massive leeway) and on pragmatic considerations (who can make Seeking Alpha the most money). For readers, this creates a problematic environment where a marketplace of competing ideas is crushed in favor of compliance to preconceived and sterile thinking. Participation in "The Marketplace" is coerced in order for one's contributions to be labelled "premium" even if that content is far from the meaning that the word "premium" implies. Additionally, certain contributors are allowed to play by their own rules and in so doing the well being of all investors is compromised. While I applaud the idea of moving the markets through well researched and articulated ideation, I deplore manipulation of the market through false pretense and deliberate, unethical and morally repugnant activities. When I have brought my concerns to the editors, I've been told unequivocally that these matters don't concern them or, alternatively, that they do not wish to play the role of regulators. In both instances, I find these responses unacceptable if only because the core idea of Seeking Alpha as the democratization of the stock market through the publication of buy-side analysis is so worth protecting. I leave you, my readers, with a deep sense of gratitude for all the encouragement you've given me. In my absence, I ask only that you do your own due diligence and recognize that the opinions of bloggers, such as myself, are not to be acted upon. No opinion expressed by any contributor, most especially myself, constitutes an offer or suggestion to buy, sell, or hold any security. Always consult an investment professional before making any investment decision. In the absence of professional guidance, learn all that you can about one particular sector of investment. Follow the development of not only the companies involved, but the science, technology and persons associated with the business sector you've chosen. Remember your successes and learn from your mistakes.
Always be well...
P.S. Scrying Biotech is not, and has never been a pseudonym. It's just the coolest logo in biotech blogging. My name is, Michael Webb. And I live in the greatest city on earth - Seattle, Washington.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
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Ken McGaha has been managing his own investment portfolios for over 20 years. On July 20, 2012 he launched the Self-Made Millionaire Tracking Portfolio with a portion of his capital as an aid to teach younger members of his extended family how he built his own investment portfolios and maintains them today.
Ken's flagship Self-Made Millionaire Tracking Portfolio had delivered a 18.57% annualized rate of return on capital as of May 16, 2015 against its benchmark objective of 15% annualized.
Self-Made Millionaire was closed to the public in December of 2015 to allow Ken to focus on private analysis work. He is now engaged in independent analysis of private and public companies for individual clients.
Please click on the mail icon to the left to message me privately about my real-time subscription service.
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In addition to getting real-time article alerts, you may wish to follow me on StockTwits or Twitter by the same name. I tend to restrict tweets only to important events.
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.
I am a dividend investor and look for undervalued investments in the stock market. I identify misunderstood and undervalued equity investments and hold those securities until their price approximates my estimate of intrinsic value. I am a long-term investor only.
I am building a $100,000 high-yield income portfolio. I am running this portfolio as an experiment to see if long-term sustainable income can be generated from a diversified pool of high-risk, high-yield securities. I am willing to accept high risk in order to meet my performance goals.
My name is Mark B. Spiegel and I'm the Managing Member of Stanphyl Capital Management LLC. I can be reached at: mark (at) stanphylcap (dot) com. My Twitter feed is @markbspiegel
AtonRa Partners is an independent equity research and asset management company. Our approach is based on a deep knowledge and understanding of market dynamics and focuses on adding value to clients' portfolios via thoroughly checked proprietary information and data sources. We cherish a "speak our mind" approach in our reports (accessible at http://www.atonra.ch). We are also part of Euro IRP ("European Independent Research Providers", see http://www.euroirp.com/members/).
I have been monitoring the 3D printing industry for over 5 years. I have a sophisticated understanding of Fused Deposition Modeling, Selective Laser Sintering, Stereolithography, Sheet Lamination, Directed Energy Deposition, Binder Jetting and PolyJet. My investment advice reflects an understanding of the changing Intellectual Property landscape and the impact of new companies entering the US market. I am bullish on the economic impact of 3D printing and the enormous opportunity to democratize manufacturing; I believe that 3D printing is analogous to the computing landscape of the 1970s. Huge market upheaval lies ahead.
At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Brian Nelson is the President of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at email@example.com.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum
Nathan's interest in the stock market arose from broader interests in theories of reification. Seeking Alpha has enabled him to challenge his own assumptions and expand his worldview.
Nathan is pursuing a career path in applied sciences.
Nathan was listed in "The Best Performers of Seeking Alpha: Vol 1" (2014). While other internal and external studies have compared the performance of Seeking Alpha writers, this computerized ranking was uniquely comprehensive in mining the text of articles for specific predictions, and placed Nathan within the top percentile of Seeking Alpha Contributors for his category.
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital
Jason Hamlin is the founder of Gold Stock Bull and publishes a highly-rated investment newsletter focused on strategies for profiting in the bull markets in gold, silver, energy and agriculture. Mr. Hamlin has a background analyzing charts and trends for the world’s largest market research company, is versed in fundamental and technical analysis and has consulted to Fortune 500 companies around the globe. Jason is a cycles investor, student of Austrian economics and speaks regularly at investment conferences throughout North America. The Gold Stock Bull newsletter is focused on finding junior mining companies that are undervalued relative to their peers.
I'm an asset manager at Hebba Alternative Investments with a focus on real assets. In my articles I like to focus on events that affect the macro environment for assets (especially gold and silver), and also introduce readers to different metrics that I believe are under-utilized when assessing investments.
On a more personal note, I'm a firm believer that there can be honesty, morality, and integrity in finance (though its rare) and i'd like to believe that I stick to those principles. Thus I never "pump and dump" stocks, I always list the securities we own, and I take it very seriously when I recommend a company - I do not want to see any investors/readers lose money because of my recommendations.
I'm not always right with recommendations, but investors and readers can know that I always tell the truth (there is no deception) and I eat my own cooking as recommendations are either always owned OR the reason I dont own them is given (usually related to restrictions on stocks I can buy).
Advising people in financial matters is a serious issue and integrity is much more important than money to me, but I do believe both can co-exist. You live with money, but after your death you only have your morality and integrity and thus i've made my choice between the two. A bit philosophical for a bio, but I dont think there's a better way to give investors my background than that.
We offer investors a free weekly email list detailing gold, silver, and general economic markets which you can sign up for at: http://www.communitysynergy.com/subscribe/hebbainvestments_subscribe.html
Bill Gunderson @billgunderson is the CEO and Chief Market Strategist of Gunderson Capital Managment in San Diego, CA. He is also a professional money manager, former research analyst, author of Best Stocks Now, and developer of the Best Stocks Now smartphone app. He offers four free weeks to his weekly Best Stocks Now to Seeking Alpha readers at gundersoncapital.com
He also hosts a daily stock market radio show that is syndicated nationwide on the Salem Broadcast Network. Bill has appeared on the Fox Business Channel and on Bloomberg Radio numerous times.
He has been published in Barron's, Forbes, TheStreet.com and numerous other publications i.e. Los Angeles Business Journal, San Diego Union Tribune, Phoenix Business Journal, Salem News, Rochester Business Journal, and many others.
He can be reached at gundersoncapital.com or by calling (855)611-BEST.
Tom Shaughnessy is owner of SecretCaps.com, an independent investor and analyst. He has been investing in the stock market since the age of twelve. His style is comprehensive and includes multi-layered research on a concentrated set of stocks. Tom enjoys constructive dialogue regarding various investment ideas and theories.
Tom enjoys intensive research on prospective investments. This includes valuation estimates and modeling, CEO and management interviews, product and expansion overviews, future prospects, financial analysis and the current state of affairs at the company. Moreover, Tom's articles have a focus on micro-cap companies whose potential have flown under the radar.
In his leisure time Tom enjoys playing racquetball on a competitive level.
I am a chemical engineer with a MS in Food Technology and Economics. I am also the author of 2 mathematics books ("Arithmetic calculations without a calculator" and "Word Problems") and perform almost all the calculations in my mind, without a calculator, making it easier to make immediate investing decisions among many alternatives. I invest applying fundamental and technical analysis and mainly use options as a tool for both investing and trading. In my spare time, I follow Warren Buffett's principle: "Some men read playboy. I read financial statements".
Efficient Alpha provides written content & investment research solutions for small and medium-sized advisor firms. Our core products include: financial newsletters, blogging, presentation preparation, investment research and ghost writing. Our normal clientele are small to medium-sized firms with research, analysis, or marketing needs but whom may have insufficient staff or topic expertise.
Joseph Hogue, founder and analyst, has more than ten years in the investment industry and holds the Chartered Financial Analyst designation. His experience covers a wide range of investment related areas but he specializes in web & social media content for financial advisors and other professionals. His work has been published by the International Economic Development Council, Alternative Latin Investor, Emerging Money, Morningstar, and the financial website Seeking Alpha. Mr. Hogue is also the administrator for the FinQuiz Blog, an online source for CFA exam preparation advice and preparation.
Working from Medellin, Colombia, he has worked for clients ranging from individual investors to large multinational firms. Prior to his work as a financial writer, Mr. Hogue worked as an economist for the State of Iowa, as a consultant on trade issues and analyzed real estate development deals in Colombia.
A veteran of the United States Marine Corps, Mr. Hogue is a graduate of Iowa State University with a B.S. in Finance, a B.A. in Communications, and a Master’s in Business Administration. He is the former Communications Chair on the board of directors for the CFA Society of Iowa.
Areas of Interest:
· Financial Blogging and Social Media Content
· Equity Research and Analysis
· Strategic Asset Allocation & Portfolio Planning
Active investor and trader since my teens. I retired early from my career in healthcare administration and have been a full time investor for 5 years.
I write about 3D Printing Stocks on my site @ 3DPrintingStocks.com, as well as small and microcap stocks (no pinks or junk!) at MicrocapResearch.com
I focus on investments in the oil & gas sector with an eye for dividend income and long-term capital appreciation. I typically allocate a portion of my own portfolio and devote some of my Seeking Alpha articles to small and medium sized companies offering compelling risk/reward propositions.
I am an engineer, not a qualified investment advisor. While the information and data presented in this article were obtained from company documents and/or sources believed to be reliable, they have not been independently verified. Therefore, I cannot guarantee its accuracy. I advise investors conduct their own research and/or consult a qualified investment advisor. I explicitly disclaim any liability that may arise from investment decisions you make based on this article. Thanks for reading and I wish you much success – Michael Fitzsimmons.
My name is Phil Mause. I am a Senior Advisor with the Pacific Economics Group, focusing on energy, regulatory and valuation issues. I retired from 40 years of law practice earlier this year. I am a yield oriented investor and in the last two years, I have done reasonably well in junk bonds, BDCs, mortgage REITS, and dividend paying blue chip stocks. As an avocation, I dabble in stand up comedy.
PropThink is an intelligence service that delivers long and short trading ideas to investors in the healthcare and life sciences sectors. Our Editorial Team is comprised of individuals with a strong background in science, medicine and the business of successfully commercializing therapeutics, medical devices, diagnostics and healthcare services. Our ultimate objective is to leverage the knowledge, experience, and relationships of our contributors to introduce our subscribers to profitable long and short investment opportunities in the healthcare sector.
Successfully trading, and investing in emerging growth healthcare companies is a difficult task. Over 90% of drugs never make it out of the clinic. Huge capital requirements along the way result in highly dilutive equity financings often done on the backs of retail investors. At PropThink, we believe that due diligence is the key to success in this industry. We leverage a combined 50 years of experience in science, medicine, legal, regulatory affairs, finance, and operational industry experience to analyze companies at a highly technical level. This detailed analysis and due diligence process defines our editorial strategy and provides our subscribers a high level of confidence in our research. Our focus is on identifying and analyzing technically-complicated companies and equities that are grossly over or under-valued.
Visit PropThink.com to see all of our coverage and research, and subscribe to our free newsletter to receive reports, articles, and trading alerts.
David White is a software/firmware/marketing professional and a long time investor. He has worked in the networking field, the semiconductor equipment field, the mainframe computer field, and the pharmaceutical/scientific instrumentation field. He has bachelor's degrees in bioresource sciences and biochemistry from U.C. Berkeley. He is a former Ph.D. student in biochemistry. He has done significant graduate work in EECS and business at Stanford (through SITN) and UC Santa Cruz. He was awarded a Certificate in Advanced Software Systems (about 1/3 of an MS in EECS) by the Stanford Computer Science Department. He also took most of Stanford's undergraduate Computer Science curriculum.
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.