To follow me click the "Follow" button! (Easy right?) Kumquat Research is a college student and fund manager who has been investing for 4 years. He writes mostly about the technology sector and about event-driven and momentum opportunities across various industries and sectors. He is currently studying for degrees in both finance and computer science at the University of Maryland. Some of his interests include technology, software engineering, drumming, video games (developing and playing) and astronomy.
I have worked in the financial service industry for 40 years. My area of expertise is risk management and complex financial products. I have been a frequent speaker, on behalf of many financial firms, to financial professionals across the country.
I have extensive experience in statistics and actuarial science.
Kim Klaiman is a full time options trader and founder of SteadyOptions.com. He trades mostly non-directional strategies, like pre-earnings strangles and iron condors. Likes to trade strategies with negative correlation. He lives in Toronto, Canada.
Visit the SteadyOptions.com forum. SteadyOptions offers a combination of a high quality education and actionable trade ideas using variety of Non-Directional option trading strategies for Steady and Consistent Profits.
Follow me on Twitter: https://twitter.com/SteadyOptions_
SteadyOptions performance: https://steadyoptions.com/performance
Robert Hauver publishes The Double Dividend Stock Alert, a monthly investment newsletter that features the best dividend stocks and option selling strategies for income investors.
TipRanks rates DoubleDividendStocks in the Top 25 of all financial bloggers.
The https://www.DoubleDividendStocks.com website also features High Dividend Stocks By Sector Tables, and Covered Calls & Cash Secured Puts Tables, a Dividend Stocks blog, and a a Stock Market News & Data page. 845-225-4094
Eric Parnell, CFA, is the Founder and Director of Gerring Capital Partners. Gerring Capital is a registered investment advisory firm seeking attractive returns opportunities emphasizing value, quality and risk control. Eric also publishes The Universal premium service on Seeking Alpha targeting winning strategies in bear and bull markets across the asset class universe. Gerring Capital implements these strategies for its investors and then Eric discusses them on The Universal. Eric is also a Visiting Instructor at Ursinus College in the Department of Business and Economics. Prior to founding Gerring in 2005, Eric was the Director of Investment Communications at SEI Investments and an Economist at Moody’s Analytics.
The Culverhouse Investment Management Group (CIMG) is a long-only value investment fund managed by select students at The University of Alabama with oversight from an investment consultant and faculty advisors. In January 2009, The University of Alabama Culverhouse College of Commerce established CIMG to give undergraduate students real-world portfolio management experience. The portfolio was funded with donations totaling $315,000 from Culverhouse College of Commerce alumni, with the group making its initial investment in October of 2009. For more information about CIMG please visit our website: http://mycba.ua.edu/cimg.
Expert in commerical real estate valuation, finance, development, and transactional management with a current focus on hotels.
Transacted over several billion in acquisitons, dispositions and debt financing involving various property types over my career including retail, office, industrial and hotels.
I work as a freelance software consultant, but spend too much of my time managing my investments, including my retirement accounts, primarily tech stocks, my rainy day fund cash, and investments in Lending Club loans. And now Bitcoin as well.
I have been an active investor/trader since 1994, with quite good results.
I have done both academic and practical research on computer-based (fully automated or semi-automated) short-term stock market prediction and negotiation, but for consistent returns, I still believe it is hard to beat long-term investing based on fundamentals.
At present, the basis of my personal investment portfolio mainly combines energy-related commodities and stocks.
I recognize that the risk/reward tends to be heavily skewed against the short side and as such I believe short positions should be kept small, when not part of a well thought out long/short strategy.
Besides being an investor I'm a professor at a Portuguese university.
Everyone deserves to invest their money in the safest, most flexible way possible, without paying huge fees or sacrificing meaningful returns. Hedgewise strives to become the first wealth manager to take the best ideas from hedge funds and institutions and make them available to anyone, while keeping fees low and capital requirements to a minimum. There have been tremendous innovations in finance over the past decade which have only benefited a select few, and we believe it is time for that to change.
I have been investing for approximately 30 years. Early on I had success being at the right place at the right time. More recently, I have found that I have been at the wrong place at the right time and am looking to simplify the process. I am now starting to invest for my children and thinking about what makes sense for new investors.
B.A. in economics and MBA from top 10 business school. I have over 10 years of M&A / corporate finance experience. Currently head the New York Shock Exchange (www.newyorkshockexchange.com), a youth mentorship program that teaches investment management skills and competitive basketball skills.
I graduated with a Bachelor of Science from the McDonough School of Business at Georgetown University (Finance Major). I also graduated from Eton College in 2011 after studying Politics, Double Maths, and Economics.
Matthew Sauer, Esq. is the President and Chief Investment Officer of the Mutual Fund Investor Guide. Each month he publishes the Investor Guide to Fidelity Funds, Investor Guide to Vanguard Funds and ETF Investor Guide. On a weekly basis he publishes the Global Momentum Guide, focusing on sector specific mutual funds and ETFs.
Before launching the Mutual Fund Investor Guide, Matt served as the President and Chief Investment Officer for the Fidelity Independent Adviser family of newsletters. Under his tenure, over 30,000 subscribers followed his investment commentary.
From 2004 to 2013, Matt served as the Chief Operating Officer and Managing Partner of Dion Money Management, an independent wealth adviser that managed over $900 million in assets.
Mr. Sauer earned his Juris Doctor from Albany Law School of Union University, Albany, NY and is a licensed attorney in the State of New York. He received his Master of Business Administration, from the State University of New York at Albany and graduated from Bucknell University, earning his Bachelor of Arts in Political Science and Economics. Having passed the Uniform Investment Adviser Law Examination, Mr. Sauer is an Investment Adviser Representative licensed in the Commonwealth of Massachusetts.
Hardassetsinvestor.com (http://hardassetsinvestor.com/) is a Van Eck Associates-sponsored, research oriented Web site devoted to sharing ideas about hard assets investing. The site has been developed as an educational resource for both individual and institutional investors interested in learning more about commodity equities, commodity futures and gold (the three major components of the hard assets marketplace). The site focuses on hard assets investing, without endorsing or recommending any particular investment product or approach.
Visit: Hard Assets Investor (http://hardassetsinvestor.com/)
Chris Faulkner, Founder, President and Chief Executive Officer Breitling Energy Corporation (BECC), is the driving force behind the company’s growth, technology innovations and strategic approach to oil and gas exploration and production.
Informally dubbed “Frack Master” in the media for his unapologetic and outspoken industry advocacy, Mr. Faulkner has received numerous industry recognitions and accolades including being named Industry Leader of the Year in 2013 by the Oil & Gas Awards for the Southwest Region, Dallas 40 Under 40 by the Dallas Business Journal 2014, Best Exploration and Production Company for North America in 2014 by World Finance, Oil Executive of the Year in 2013 by the American Energy Research Group, and recognized in the “Dallas Who’s Who in Energy” the last three consecutive years. Breitling Energy received the 2013 Aggreko Award for Excellence in Environmental Stewardship from the Oil & Gas Awards for the Gulf Coast Region, was named 2013 E&P Company of the Year by the Oil & Gas Awards for the Southwest Region, “Best North American Operator” by World Finance Magazine in 2011, 2012 and 2013, and to the “Dallas 100 List” in 2013, ranking fourth among the top 100 companies in the Dallas-Fort Worth area, and the prestigious Excellence in Social Responsibility 2014 by Oil and Gas Awards.
Mr. Faulkner brings a unique perspective to energy policy conversations in Washington, DC. While he understands the granular details of energy production–from the technical to the financial aspects—he has a global view of energy policy. He’s a trusted source of information for lawmakers on Capitol Hill, journalists and Washington policy analysts from respected think tanks. Mr. Faulkner kicked off the Natural Gas Roundtable luncheon series of 2014 in Washington and the CSIS/USAEE annual energy policy conference in Washington.
A knowledgeable and dynamic speaker whose oil and gas industry expertise is well regarded and sought after, Mr. Faulkner has been featured in hundreds of broadcast and print news outlets, including CNBC, FOX Business News, NBC News, and the Voice of America, as well as Forbes, US News & World Report, Bloomberg Businessweek, Inside Market Data, Oil and Gas Monitor, Petroleum Review, and Financial Times. He is a crowd favorite on the speaking circuit, giving dozens of keynote and other presentations at industry conferences in the U.S. and around the globe, including The Unconventional Gas and The Environment Conference in London, Shale Gas World Asia in Singapore, World Congress of Petroleum Microbiology in China, Oil Council Energy Capital Assembly in New York, and EMEA Unconventional Gas Exploration and Production in Turkey.
Mr. Faulkner is responsible for the company’s long-range economic and energy outlooks in support of investor relations, short and long-term business strategy, mergers and acquisitions, and the development and application of new and existing technology for optimizing recovery efficiency within Breitling Energy’s conventional and unconventional resources.
Mr. Faulkner serves as an advisor to the ECF Asia Shale Committee and sits on the Board of Directors for the North Texas Commission. He is also a member of the Texas Alliance of Energy Producers, the Dallas Petroleum Club, Independent Petroleum Association of America, Texas Alliance of Energy Producers and Texas Independent Producers and Royalty Owners Association. He is actively involved in local and national philanthropic and non-profit organizations, including Dallas Performing Arts, Texas CAN-DO, American Heart Association and Big Brothers Big Sisters.
Mr. Faulkner studied biomedical engineering at Southern Methodist University, business and mathematics at Baylor University and at the University of North Texas.
Andy Hecht is the chief market strategist for Carden Capital and Carden Futures. Andy is a sought-after commodity and futures trader, an options expert and analyst. He spent nearly 35 years on Wall Street, including two decades on the trading desk of Phillip Brothers, which became Salomon Brothers and ultimately part of Citigroup.
Over the past two decades, he has researched, structured and executed some of the largest trades ever made, involving huge quantities of precious metals and bulk commodities.
Andy understands the market in a way many traders can’t imagine. He’s booked vessels, armored cars and trains to transport and store a wide range of commodities. And he’s worked directly with The United Nations and the legendary trading group Phibro.
Today, Andy remains in close contact with sources around the world and his network of traders.
“I have a vast Rolodex of information in my head… so many bull and bear markets. When something happens, I don’t have to think. I just react. History does tend to repeat itself over and over.”
His friends and mentors include highly regarded energy and precious metals traders, supply line specialists and international shipping companies that give him vast insight into the market.
Andy’s writing and analysis can be found on a number of market based websites including CQG. Andy lectures at colleges and Universities. He also contributes to Traders Magazine. He consults for companies involved in producing and consuming commodities. Andy's biweekly radio show, The Commodities Hour with Andy Hecht, can be heard on Tuesdays and Thursdays from 5-6 PM EST on www.tfnn.com. Andy’s first book How to Make Money with Commodities, published by McGraw Hill was released in 2013 and has received excellent reviews. He is currently working on his second book, Luster. Andy held a Series 3 and Series 30 license from the National Futures Association and is associated as a collaborator and strategist with hedge funds. Andy is the commodity-expert for the website about.com and blogs on his own site technomentals.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."
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
Jason is a small business owner that has been investing in stocks since 1989. He is a value/growth investor.
Jason holds degrees in biomedical engineering and materials engineering and from Rensselaer Polytechnic Institute and started his own company in 2001, thus increasing his enjoyment of life considerably.
Disclaimer: Jason reminds investors to always do their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
Over 10 years of investing experience, I use dividend reinvestment to accumulate stocks. I view myself as a Long-Long investor, very rarely (if ever) making short term trades.
Most influential on my strategy is the book "Winning on Wall Street" By Martin Zweig, although several of the indicators Mr. Zweig used I have tailored or replaced with my own or available metrics.
I consider myself an independant Buy-Side Analyst.
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs.
Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy.
Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc.
Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client.
Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
Please note that I do not read comments posted here, nor respond to messages here. I don't have the time. If you want my attention, you must seek it directly at my blog.
Aswath Damodaran is the Kerschner Family Chair Professor of Finance at the Stern School of Business at New York University. He teaches the corporate finance and equity valuation courses in the MBA program. He received his MBA and Ph.D from the University of California at Los Angeles. His research interests lie in valuation, portfolio management and applied corporate finance.
He has written three books on equity valuation (Damodaran on Valuation, Investment Valuation, The Dark Side of Valuation) and two on corporate finance (Corporate Finance: Theory and Practice, Applied Corporate Finance: A User’s Manual). He has co-edited a book on investment management with Peter Bernstein (Investment Management) and has a book on investment philosophies (Investment Philosophies). His newest book on portfolio management is titled Investment Fables and was released in 2004. His latest book is on the relationship between risk and value, and takes a big picture view of how businesses should deal with risk, and was published in 2007.
He was a visiting lecturer at the University of California, Berkeley, from 1984 to 1986, where he received the Earl Cheit Outstanding Teaching Award in 1985. He has been at NYU since 1986, received the Stern School of Business Excellence in Teaching Award (awarded by the graduating class) in 1988, 1991, 1992, 1999, 2001, 2007, 2008 and 2009, and was the youngest winner of the University-wide Distinguished Teaching Award (in 1990). He was profiled in Business Week as one of the top twelve business school professors in the United States in 1994.
Editors' Note: Seeking Alpha monitors Dr. Damodaran blog and posts relevant articles on his behalf.
During the IPO season Francis Gaskins, editor of IPOdesktop.com & director of research for Equities.com, regularly appears on CNBC TV, Bloomberg, thestreet.com & other financial cable channels. On the day of the Visa IPO he appeared on four cable TV financial shows including Bloomberg & CNBC.
Over the past five years he has been quoted over 500 times by such financial media as the Wall Street Journal, Bloomberg, Reuters, Associated Press, USA Today among others. Those quotes are available at IPOdesktop.com.
His varied personal interests include violin playing. For example, he is concertmaster of the Palisades Symphony. He also holds an MBA from Harvard Business School (finance) and an AB from Princeton University (economics).
Chief Investment Officer for Stanford Wealth Management, a Registered Investment Advisor. Retired senior executive of Charles Schwab. Retired (36 years) active and reserve military service -- six in special operations, 30 in the intelligence community. Geopolitical analyst. Author -- investment book Bringing Home the Gold.
Editor -- The Investor’s Edge®. In the 16 years from inception through year-end 2015, the Investor’s Edge® Growth & Value Portfolio increased in value from $250,000 to $1,038,453. That same $250,000 invested in the S&P 500 rose to just $422,905. (Past results are no guarantee of future performance; maybe those 16 years were pure luck.) SEE SPECIAL OFFER BELOW! Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
SUMMER SPECIAL: June and July ONLY, receive 1 year of Investor's Edge®, normally $189, for just $99. If you are ever not 100% satisfied, we provide a pro rata refund for any issues not yet received. Phone orders only! 775 832-5440.
Maredin Capital Advisors (Maredin) is a boutique, independent, Registered Investment Advisor, based in Miami, Florida. It was founded in 2005 by Marcelo Zinn and is based on the Value Investing philosophy founded by Benjamin Graham and popularized by his most famous student Warren Buffett.
At Maredin we pride ourselves on delivering financial services/products which help people and firms attain their financial goals. This is done through consultation with our clients, independent research and analysis, and a clear focus on long-term results.
Maredin manages three funds and Separately Managed Accounts ("SMA"). Each fund is intended for a specific audience yet share the same manager and philosophy.
Tom Dorsey has a BS in Business Administration and a stock analyst for over 20 years.
Improved website! Our recommendations average over 10% each quarter and help accelerate the growth of your portfolio. The overall market is moving sideways, but the results of our selected recommendations have helped investors increase their portfolios every quarter.
We track the overall market, economic conditions, the banking industry and REITs, the oil industry and MLPs As we move forward we describe the effects on your portfolio and how to grow.
The majority of our research has focused on higher paying dividend stocks in REITs and MLPs. Our return is 10% or higher return per quarter that includes the dividends and stock price appreciation. We use concepts called 'analytical sorting" and "90-Day Investment Cycle" that focuses on the effects on the markets and the personal investment strategies. I invest in what I believe in. We ask each person to make their own decisions before investing. Enjoy my articles and visit my website to provide me feedback. The comments are always welcome. Please comment on the articles, and respect each person’s opinion.
I have been investing in John Fredriksen companies since 2002 and began managing my IRA in 2004 upon retirement at age 55. While living off those funds I have since then also tripled them. I prefer dividend paying investments and usually buy and hold long term ..