Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum.
I am formally a data analyst for a non-financial services organization. I have an undergraduate degree in business and a masters degree in predictive analytics. My background as an investor has been in setting and forgetting my 401k. In my recent job change I was enlightened to not having a plan for retirement. In my waking up, I have decided to start posting on Seeking Alpha to help encourage others to have a similar awakening as well as receive feedback from all the great contributors to the site.
Also, Doctor Dividend and I have started a podcast. You can check out our episodes here:ITunes: https://itunes.apple.com/us/podcast/dividend-health-checkup/id1086182519?mt=2Sound Cloud: https://soundcloud.com/dividend-health-check-up
Overall I have about 8 years of working experience in finance:
-For the last several years I'm working as investment manager in a private equity fund.
-Before it I worked in Big4 audit company and in one of the leading Russian Metals and Mining companies.
-I have very diversified working experince in finance: audit, corporate finance (incl. M&A, debt underwriting and other activities), investments, economic analysis, reporting, etc.
I'm also very interested in investments (stocks, options, bonds, currencies, etc.) and actively invest in different instruments via my personal account for about 5 years.
INDEPENDENT Financial Advisor / Professional Investor- with over 30 years of navigating the Stock market's "fear and greed" cycles that challenge the average investor. Investment strategies that combine Theory, Practice and Experience to produce Portfolios focused on achieving positive returns over a period of time. Providing advice in helping to avoid the pitfalls and traps that wreak havoc on your portfolio with a focus on Income and Capital Preservation.
I manage the capital of only a handful of families and I see it as my number one job to protect their financial security. They don’t pay me to sell them investment products, beat an index, abandon true investing for mindless diversification or follow the Wall Street lemmings down the primrose path. I manage their money exactly as I manage my own so I don’t take any risk at all unless I strongly believe it is worth taking.
Blogging here on SA is part of my research. I write to find out what I think.
I invite you to join the family of satisfied clients send an e-mail :email@example.com
No-nonsense, free investment newsletter that picks apart Wall Street's latest headlines to expose the truth and real profit trends, written by seasoned investment professionals.
Our mission? To challenge Wall Street's most widely accepted wisdom. http://www.wallstreetdaily.com/
Erik Kobayashi-Solomon is the author of The Intelligent Option Investor (McGraw-Hill, 2014) and founder of IOI, LLC.
IOI Investor Services, LLC, provides institutional caliber educational programs to fund managers, investment advisors, family offices and high net worth individuals. We specialize in educating investors on a simple, disciplined and repeatable approach to valuing companies, showing how to structure asymmetric investments in these companies through a prudent combination of common stocks, options, and cash, and demonstrating how to overcome the behavioral biases and structural factors that so often cause investors problems. We provide consulting on hedging and income strategies, as well as levered growth investment strategies are also within IOI’s bailiwick.
Erik has worked in the investment industry since 1997 in a wide variety of buy- and sell-side roles on both sides of the Pacific. Past positions have included the head of listed derivative operations for a bulge bracket firm’s Tokyo branch, the market risk manager for a global long-short equity hedge fund, editor of Morningstar’s OptionInvestor newsletter, and architect of the IFC’s (World Bank Group) standardized valuation model for emerging market private equity business.
Erik lives in Chicago, Illinois with his family and enjoys hiking and reading.
Steven Connell is founder and CEO of Diamond Head Financial Advisors LLC, an asset management company that specializes in investing in the stock market for clients.
Prior to founding Diamond Head Financial Advisors, Mr. Connell was a partner at the Capital Group, the largest asset manager in the world. Two years after joining Capital, he relocated to Japan, where he managed $5 billion in the global electronics industry with a concentration in technology in general and semiconductors in particular. Mr. Connell was the top-ranked analyst at Capital in 1999. In 2006 he was distinguished for having outperformed one of his benchmark indexes for five years in a row. Mr. Connell’s biggest investment success at Capital was a 20-fold profit from the company’s $1 billion investment in Samsung Electronics starting in 1998.
Scouting for fundamentally-strong companies that are capable of doing well in any market. My approach will involve scanning financials, studying the industry, and link the two to provide investment advice.
Chartered Surveyor; Asia Pacifice Real Estate Association (APREA) Certificate of Investment & Finance qualifed; over 20yrs real estate investment, valuation, development, and property asset management experience in Europe and Asia; REIT financial analyst and writer for REITinfo.com ..... have a look and maybe we can help each other.
Author of Quantitative Investing (4.4 stars on Amazon). Designer of the Global Household Index and the systemic risk score MTS10 (click here to learn more). PhD in computer science, Software Engineer, Civil Engineer, 20+ years working in various sectors and countries. Investor focused on market-neutral and low volatility portfolios, looking for profitable combinations of quantitative factors in value and quality, and keeping things as simple as possible.
For a better mobile experience on Seeking Alpha click the top right menu icon on most browsers and select "request desktop site".
Would you do if your were already wealthy? If you could do whatever you wanted for your career, what would you want to do?
This is what I would do. This is my self-actualiziation. There is nothing like analyzing an inefficient sector of the market and calling out the failures.
Value Investor. Research Analyst.
Follow me if you are a patient investor who can weather short-term volatility.
Creator of the V20 Portfolio. Follow my analysis here: http://seekingalpha.com/article/3558556-the-v20-portfolio-introduction. The goal of the portfolio is to compound capital at a rate of 20% annually over the long-term. The market was quick to recognize the value of multiple holdings in 2015, blessing the portfolio with a time weighted return of over 40% in 2015.
If you are interested in getting a sample report from my research service please shoot me a message at john.steinberg22[at]hotmail.com. Please include your background (professional/retail) as well.
Gary is an engineer with a M.S. in optical engineering, and 39 years of experience in high technology project management and systems engineering. His current interests focus on the years just before and just after retirement. He focuses on the mining and oil/gas sectors, corporate bonds and bond ladders, dividend growth investing, and a balanced investing philosophy.
I am a Ph.D. level scientist at a major pharmaceutical company. Previously I was an NIH Cancer Postdoctoral fellow at UPENN. Through my extensive research background, I am able to quickly decipher clinical information and act on it. I specialize in analyzing and trading biotech/healthcare stocks both long and short. I maintain a few core positions and trade clinical events based on extensive research to realize large percentage profits. I am open to opportunities in consulting for financial firms or local advisors. Please contact me if you are interested.
Tudor Investment Holdings Private Limited, is a Singapore based investment company. It's investments are in commercial real estate and managing a global portfolio of investments in equities and bonds.
It's Director is Mr. Lasse Rochstad-Lim, who has extensive management experience in the bulk shipping and oil service industry. He also serve as a Director at TuffChem Environmental Services in Singapore as well as TuffChem Oil & Gas in Malaysia.
Mr. Rochstad-Lim is an Associate Sponsor Member of Securities Investors Association Singapore.
"One of the best ways to do well in this business is to go to areas that have been unexploited by research capability and work them for all you can." -Julian Robertson Managing partner of the Schildpad & De Haas partnerships. Seeking Alpha PRO contributor since the library's inception in 2013. A special selection of investment ideas is available through the Exclusive Research service.
My name is Ted Leach. I'm a 65-year-old investor focused on dividends in a Retirement Income Portfolio. I'm not yet in the distribution phase of retirement. After serving as a pastor for 40 years, I'm in a second career and I have two part-time jobs. As Director of Community & Property Care, I'm part of a management team that oversees 123 residential retirement units in multiple locations for a non-profit organization. I also serve a large congregation as a part-time associate pastor.
I've been a member of the National Association of Investment Clubs (NAIC) since 1982, which now operates as BetterInvesting.org. For many years as a volunteer I helped lead workshops to teach tools developed by NAIC to educate investors about how to do basic fundamental stock analysis. I continue to have a strong interest in investor education.
NAIC's historic "four principles" have been very helpful to me:
1) invest regularly throughout your lifetime;
2) invest in growth companies;
3) reinvest earnings and profits;
4) diversify by industry and size.
Bill Bengen's "4% Rule" concept inspired me to set a goal to create a retirement income portfolio of individual dividend growth stocks as a way to tap only dividend income from the portfolio as long as possible rather than selling assets.
Here is my current 25-stock portfolio:
- 5 stocks each with a 5.2% target allocation: JNJ, XOM, MSFT, PG, MMM
- 5 stocks each with a 4.4% target allocation: WMT, MRK, IBM, CMI, GPC
- 5 stocks each with a 3.6% target allocation: EMR, SO, WEC, CNP, HCP
- 5 stocks each with a 3.0% target allocation: PEP, T, O, EPD, WPC
- 5 stocks each with a 2.4% target allocation: UNP, NNN, STAG, MAIN, EVA.
Helpful mentors and colleagues include:
- Charles Allmon, former columnist for Better Investing, taught me to look for growth stocks
- Ben Graham's The Intelligent Investor taught me the importance of intrinsic value
- Peter Lynch instilled confidence that the average citizen can win in the stock market
- Louis Rukeyser demonstrated how to ask probing questions about market conditions
- Brad Thomas introduced me to a host of real estate investment trusts
- Bob Wells' analytical discipline keeps me focused on dividend growth
- Lowell Miller's The Single Best Investment helped me focus on quality and safety
- David Van Knapp's holistic style of portfolio building helps me see the big picture
- David Fish and Factoids inspire me to keep digging for data
- Chowder reminds me that each buy is the purchase of a business
- BDC Buzz has helped me sift through business development companies
- Tom Konrad opened my mind to alternative energy investments
- George Fisher is a helpful "lookout" scanning the horizon for utility opportunities
- The Seeking Alpha community--both veterans and young contributors.
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
I am a value investor with a bent for quantitative analysis. I got my start as floor clerk as the CBOE. While I have moved on to other professional endeavors, I have retained my passion for markets. I became a SeekingAlpha contributor because I am an avid user. I love that the content creators and users are one in the same!
Axioms to live by: * GAAP is crap.
* CAPM? More like CRAP-M! * The WACC is whack! * "You have to understand the fundamentals first" - Aleks Chechkin * "You want to know about charts? All ships at the bottom of the ocean had charts; look where that got 'em!" - Bill McMahon * "If you spend more than 13 minutes analyzing economic and market forecasts, you've wasted 10 minutes." - Peter Lynch* "The market can remain irrational for longer than you can remain solvent" - Keynes* "The time to buy is when blood is in the streets" - Baron Rothschild
* "There is no such thing as a bad investment; just a bad price"
* "The solution for high (low) prices is high (low) prices"
I am an independent trader and investor specialising in stocks and foreign exchange.
When it comes to long-term stock investing, I look for companies that either:a) appear to be undervalued/mispriced relative to their free cash flow/earnings growthb) may trade at a premium but have sufficiently high rate of growth and prospects that would justify investment.
I am also a regular blogger at my website (www.michaeljwgrogan.com). Here, you can follow up on my additional thoughts about various stocks, as well as my coverage of the forex markets, which invariably demands a much more technical analysis based approach. Should you wish to get in touch with me, please contact me at firstname.lastname@example.org.
General Disclaimer: Please note that the information offered in the author's articles is strictly on an "as is" basis. The author is not aware of your financial circumstances or investment profile, and therefore any information from the author's articles should not be considered investment advice or a recommendation to buy or sell. The author is not a qualified investment advisor, and it is the reader's responsibility to seek professional advice before buying or selling securities. While the author makes every effort to verify all details reported on across every article, investors are responsible for conducting their own due diligence. Past performance does not guarantee future returns.
I am the author of Alternative Assets and Strategic Allocation, released in 2010 by Bloomberg Press/John Wiley. I have been involved with investments of all types on both sides of the Atlantic since 1980, as an equity analyst, portfolio manager, research director and corporate planner. I have established the investment function at several firms and introduced alternative investments where they had not previously been employed. I was deeply involved with shaping European Union securities legislation and have consulted widely to investment management firms, central banks and ministries of finance. I am also the author of articles appearing in the Journal of Risk Finance and the Journal of Trading. I hold a Ph.D. in philosophy from Yale University.
Lukas Neely is the founder of Vantage Investment Research and InvestorVantage. He is a former hedge fund manager and currently the best selling author of Value Investing Edge: A Value Investor's Journey Through The Unknown. He's on a mission to revolutionize how individual investors get investing ideas by providing actionable opportunities, tools, videos, tutorials and educational material to help individuals invest better. Stay in touch with Lukas via our social media platforms for valuable ideas, updates, prizes and contests.
I am a high school teacher for a decade.
Before that I was an analyst (operations and financial) and for a short time a Controller
I have a B.S. with an emphasis in Accounting and an MBA (for which I studied Finance, Economics, and Management)
I passed the CPA exam on the first try and am a retired CPA in the state of Maryland.
I have a high school teaching credential and an MA in Math Education
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.
Currently Chief Analyst at CapGainr.com.
Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A.
Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary.
Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications.
"One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher. Identifying these opportunities has generated shareholders and investors thousands of percentage points in aggregate and is something I’m often recognized by paying subscribers for."
I am an experienced individual investor with a background in industrial and software engineering. I focus on macro trends and deep fundamental analysis to look for long/short opportunities in global equity markets.
Currently studying Finance and Banking at the University of Missouri- Columbia. Involved in several different organizations throughout the University. I've been investing since I was 15 and enjoy researching different investment opportunities. In my spare time I enjoy: golfing, fishing, snowboarding, reading, and being active.
2nd Market Capital Advisory specializes in the analysis and trading of real estate securities. Through a selective process and consideration of market dynamics, we aim to construct portfolios for rising streams of dividend income and capital appreciation.