Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor. He has been a frequent guest on Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes Moneybuilder, GuruFocus, MarketWatch and InvestorPlace.com.
Charles holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
I am a private investor based out of Toronto, Canada and I have been investing since 2003. After 8 years in Corporate Finance with a Canadian Telecom company I have decided to dedicate myself full-time to the capital markets. I write on Seeking Alpha to demonstrate my financial analysis and writing skills across a variety of industries and to take advantage of any story-based trading opportunity that may arise. My passion and greatest depth of knowledge is on Canadian small cap stocks and I consider my blog posts to be some of my best work. I am interested in any freelance opportunities that may arise outside of Seeking Alpha on Canadian or American listed stocks.
Peter Way Associates is the only known provider of the price range forecasts of widely-held, actively traded stocks derived from the hedging activities of market-making [MM] firms as they balance big-$-fund sellers and buyers in large block trades. The price ranges offer explicit downside exposure forecasts not commonly found in publicly published investment analyses.
This is all forward-looking data, based on what the MMs will pay for protection against coming unwanted price change while temporarily committed firm capital is exposed to market risks. It is available by modest subscription cost at blockdesk.com.
The behavioral analysis involved has been performed daily since Y2K, now on over 3,000 stocks, ETFs, and market indexes. That has built an actuarial history of how market prices have subsequently behaved following several million price range forecasts, issue by issue.
That data provides a qualitative backdrop to current forecasts in terms of odds of profitable positions, size of prospective gains, credibility of forecasts, and worst-case price drawdown exposure experiences.
Peter F. Way is a veteran Chartered Financial Analyst, having taken and passed the CFA Institute’s required 3 examinations in the first years they were given, 40+ years ago.
Armed with BS in Economics from the Wharton School and an MBA degree from Harvard Business School, he has managed staffs of dozens of Investment Researchers and Quantitative Analysts for the nation’s largest bank, arbitraged index options for NYSE Specialists, and managed portfolios of hundred-million-dollar equity investments for Fortune 100 corporate pension funds and non-profit endowments.
He has been elected President of professional Investment Analyst Societies in San Diego and New York City and has served on the editorial boards of the Financial Analysts Journal and the CFA Digest. He has spoken at numerous schools and professional meetings.
CFA Institute is a global community of more than 100,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow.
I am an experienced individual investor who has been trading merger arbitrage stocks and options since the 90's. I am a writer with a Master of Science from Northwestern University and I truly enjoy writing articles about the stock market. I try to look for opportunities where the odds are in my favor and there is a definite edge. On Seeking Alpha my articles will aim to provide insight and favorable risk/reward for the readers.However, I am not an investment advisor so any recomendations or ideas I write about in my articles, blogs, or comments shouldn't be taken as investment advice. I recommend using my writings as a starting point to which you should add your own research or that of an investment advisor.
"Any time you make a bet with the best of it, where the odds are in your favor, you have earned something on that bet, whether you actually win or lose the bet. By the same token, when you make a bet with the worst of it, where the odds are not in your favor, you have lost something, whether you actually win or lose the bet."
-David Sklansky, "The Theory of Poker"
EP Vantage is a forward-looking comment and analysis service tailored to the needs of pharma and finance professionals, focusing on the events that will define the future of companies, products and therapy areas. Written by experienced journalists, EP Vantage provides timely financial analysis of regulatory and patent decisions, marketing approvals, licensing deals, and M&A, giving fresh angles and insight to both current and future industry triggers. EP Vantage is powered by EvaluatePharma, the industry leader in consensus forecasts.
My investment strategy focuses on balanced investing between short and long stocks. I follow a 'buy-and-hold' strategy for companies with strong fundamentals, while I short sell distressed companies with flawed fundamentals.
To contact me, please either send me a PM or email: email@example.com
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)
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.
Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.
MLPData is the leading site dedicated to providing investors with greater transparency into the full universe of Master Limited Partnerships and fund products. Our belief is that Master Limited Partnership's offer a very unique investment opportunity in light of the transformation of the North American Energy Landscape coupled with the unique tax considerations associated with distributions.
We are an independent and privately owned firm, launched by an entrepreneurial team with decades of experience in providing financial content and investment management services. Our objective is to expand the knowledge and investor interest in Master Limited Partnerships that are publicly traded, and the associated investment products such as Closed End Funds, Exchange Traded Notes and Funds and Mutual Funds.
Bookmark QTR's new blog, where exclusive (and always FREE) content will be available: http://www.quoththeravenresearch.com
Visit QTR and check out trading ideas, commentary, and me arguing with idiots on Twitter: http://www.twitter.com/quoththeravensa
QTR's ARTICLES ARE BOUND BY SA'S CONTRIBUTOR POLICY IN ADDITION TO THIS ENTIRE LENGTHY, YET EXTREMELY PERTINENT ADD ON DISCLOSURE, WHICH SERVES AS BOTH A STANDALONE DISCLOSURE AND AN AMENDMENT TO ANY AND ALL DISCLOSURES ALREADY PRESIDING OVER SEEKING ALPHA:
Quoth the Raven's ("QTR") articles are the sole product of QTR and his personal, individual opinions. These articles are not associated with, in any way, the opinions, strategies, or works of QTR's employer, associates, or entities in any way otherwise related to QTR.
(i.e. This are solely my personal thoughts and opinions)
You agree that by reading Quoth the Raven's articles, you are acting at your OWN RISK. In NO EVENT should QTR be liable for any direct or indirect trading losses caused by any information contained in QTR's articles, StockTalks, or other internet-based dissemination methods. Information in QTR's articles are not an offer to sell or a solicitation of an offer to buy any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. QTR is not suggesting the transacting of any financial instruments and QTR suggests consulting your personal financial adviser with regards to any such transactions.
QTR makes no representations, and specifically disclaims all warranties, express, implied, or statutory, regarding the accuracy, timeliness, or completeness of any material contained in this site. Again, you should seek the advice of your personal financial adviser or a security professional regarding your stock transactions.
QTR does not, in any way, guarantee that he is providing all of the information that may be available on any topic written. QTR recommends, again, that you do your own due diligence and consult a registered financial adviser before buying or selling any security.
QTR most always holds a position in any of the securities profiled in his pieces and he constructs his SA disclosures in accordance with SA's Contributor Policy, to the best of his knowledge in order to maintain transparency and also to uphold and respect pertinent securities laws. QTR may or may not report when a position is initiated or covered. Each investor must make that decision based on his/her judgment of the market.
I am not a stockbroker or financial adviser. I am a casual investor making casual observations for the purpose of discussion and open communication and analysis of companies and stocks. All articles are my opinion only and are not suggestions to buy or sell any equity, bond, option or other financial instrument. QTR may have long or short positions in any tickers mentioned at any time and reserves the right to open, close, or modify positions at all time without notice. My conclusions are the result of my personal due diligence and have been wrong in the past. There are tons of unqualified people out there offering up financial advice and its your responsibility to sort through the BS. You don't hit the button to fill my orders and I don't hit yours, so no whining or praising over stocks covered by me.
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I invest only for myself with no formal securities training. I write these article to share interesting ideas or discoveries that I believe might help others or generate meaningful conversation.
Don Dion (firstname.lastname@example.org, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for the Dion family. Don no longer manages money for other families or institutions after selling Dion Money Management to NYC-based Focus Financial Partners in September of 2007 prior to the Great Recession. Don remains one of the largest individual shareholders of Focus Financial Partners. Mr. Dion is the managing trustee of the Dion Family Foundation, which focuses on helping individuals with tuition assistance at Catholic Institutions for grammar school, high school, and college education. The foundation also helps individuals by supporting health care institutions, particularly Massachusetts General Hospital. Don is on three leadership and advisory committees at Massachusetts General Hospital and the Home Base Program (a partnership between Mass General and the Red Sox Foundation). Don consults with Saint Dominic's Academy and served on the executive committee as a trustee of Saint Michaels College. In addition, Mr. Dion is the retired publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provided a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 90,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletter. Its flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers. Mr. Dion is the sole founder and retired C.E.O. of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, FL., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries, He fortunately sold the company to Focus Financial Partners on September 1, 2007 prior to the Great Recession. Mr. Dion was the Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which he founded with Summit Partners in 1988. LTCH went public in 1992 and was acquired by Textron Corp. "TXT" in 1999 for $183M of cash consideration. Don was the Executive Vice President, C.F.O., shareholder and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988. Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982. After law school, Mr Dion was employed as a tax and estate planning lawyer with the Boston firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983. Recently, Don has been spending some of his time researching and strategizing about IPOs, building on his prior experience of successfully taking companies public and six strong years of U.S. IPO returns (2009 to 2015). Mr. Dion can be reached at email@example.com.
Blogger on Seeking Alpha
Ranked #61 out of 5,308 bloggers (#154 of 9,385 overall experts)
290 out of 495
If you copied Don Dion's ratings since 2013 and opened each position for the duration of 1 Year , then 59% of your transactions would have been profitable with an average return of +7.7%.
Dr. Thomas K. Carr (aka “Dr Stoxx”) is the Founder of DrStoxx.com (formerly “Befriend the Trend Trading”). He holds M.Phil. and D.Phil. degrees from the University of Oxford. For 16 years he was a tenured professor and department chair. He currently is a fulltime trader, market analyst, trading systems developer, and trainer of traders. His management company, Kingdom Capital (est. 2012), manages “The 8:18 Fund”.
Dr. Carr is author of two bestselling trading books: "Trend Trading for a Living" (McGraw-Hill, 2007) and "Micro-Trend Trading for Daily Income" (McGraw-Hill, 2010). They have been translated into Chinese, Japanese and Korean. His new book, "Market-Neutral Trading", was just published. Dr. Carr’s insights into the markets have been published in "The Wall Street Journal", "US News and World Report", "Investors Business Daily", and "Technical Analysis of Stocks and Commodities".
Bespoke Investment Group provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to gain the data and knowledge necessary to make intelligent and profitable investment decisions. Along with running their Think B.I.G. finance blog, Bespoke provides timely investment ideas through its Bespoke Premium (http://bespokepremium.com/) subscription service and also manages money (http://bespokepremium.com/mm) for high net worth individuals.
Visit: Bespoke Investment Group (http://bespokeinvest.com/)
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
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.
David J. Merkel, CFA — From 2003-2007, I was a leading commentator at the excellent investment website RealMoney.com (http://www.RealMoney.com). Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and now I write for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc. My specialty is looking at the interlinkages in the markets in order to understand individual markets better.
I no longer contribute to RealMoney because my work duties have gotten larger, and I began this blog to develop a distinct voice with a wider distribution.
In 2008, I became the Chief Economist and Director of Research of Finacorp Securities (http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=109&STORY=/www/story/02-08-2008/0004752449&EDATE=). Finacorp went into liquidation in June 2010, after which I decided to open my own asset management shop, Aleph Investments, LLC. I manage stock and bond portfolios for clients.
Until 2007, I was a senior investment analyst at Hovde Capital, responsible for analysis and valuation of investment opportunities for the FIP funds, particularly of companies in the insurance industry. I also managed the internal profit sharing and charitable endowment monies of the firm.
Prior to joining Hovde in 2003, I managed corporate bonds for Dwight Asset Management. In 1998, I joined the Mount Washington Investment Group as the Mortgage Bond and Asset Liability manager after working with Provident Mutual, AIG and Pacific Standard Life.
My background as a life actuary has given me a different perspective on investing. How do you earn money without taking undue risk? How do you convey ideas about investing while showing a proper level of uncertainty on the likelihood of success? How do the various markets fit together, telling us us a broader story than any single piece? These are the themes that I will deal with in this blog. I hold bachelor’s and master’s degrees from Johns Hopkins University.
In my spare time, I take care of our eight children with my wonderful wife Ruth. Visit this site: The Aleph Blog (http://alephblog.com/)
Spencer Osborne is founder of Satellite Standard Group [SSG], and a partner of Sirius Buzz (http://siriusbuzz.com/). Sirius Buzz covers the satellite radio industry as well as companies that do business in this sector. Sirius Buzz provides information and opinion to readers with an interest in the sector from an investment, as well as consumer perspective.
Along with his work in the media sector, Spencer covers various equities that interest him and writes about these equities from a unique and "out of the box" perspective. Over the years Spencer has built a network of resources within the sectors he writes about. His opinion and insight is oft referred to and sought after by analysts.
Ashraf Eassa is a technology specialist with The Motley Fool. He writes mostly about technology stocks, but is especially interested in anything related to chips -- the semiconductor kind, that is.
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
HORAN Capital Advisors (http://www.horancapitaladvisors.com) is an SEC registered investment advisor that manages investment portfolios for individuals and institutions. Our firm utilizes a disciplined investing approach that should create wealth for our clients over time. Our investment bias is to invest in companies that generate a steady return over time, i.e., singles and doubles. This singles and doubles approach tends to lead to investments in higher quality dividend growth/cash flow growth companies. On the other hand, there are times when a company's stock price seems to be trading below its fair valuation. Short term gains are possible in these situations. I have been managing investment portfolios for individuals and institutions for over fifteen years and believe investing is like running a marathon and not a sprint. Taking the road less traveled, more often than not, leads to higher returns. Visit: The Blog of HORAN Capital Advisors at (http://disciplinedinvesting.blogspot.com/)
Renaissance Capital is an IPO investment advisory firm providing pre-IPO institutional research and management of IPO-focused funds including the Renaissance IPO ETF (NYSE ticker: IPO), the Renaissance International IPO ETF (NYSE ticker: IPOS) and the Global IPO Mutual Fund (ticker: IPOSX). Through Renaissance Capital’s pre-IPO research service, investors get a hard-nosed, independent opinion, in-depth fundamental analysis and customizable financial models on all IPOs. The Firm's clients also gain access to the premier IPO knowledge base with deal calendars, market commentary, fundamental data on over 5,000 past IPOs and more.
Denis Ouellet has been involved in the Financial sector since 1975. Now retired, he is a part-time blogger. Denis has been analyst and head of research for a brokerage company, equity manager for various investment organizations (pension, mutual and hedge funds), head of global equity investments at a major pension fund and chairman of the equity investment committee for a major pension and mutual fund investment organization.
Note: I post substantially more on my blog www.bearnobull.com than on SA.
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
GuruFundPicks.com offers top buy & sell picks based on the collective or Consensus Picks' of over 330 of our hand-picked top hedge & mutual fund managers, incl. 78 legendary or guru fund managers, 27 of the world's largest or mega funds, 165 sector-focused funds (in gold, biotech, tech, energy, consumer, finance & REITs), 59 billionaires, 54 new masters and 40 tiger, 52 shareholder activist and our Winners Circle Top 100 Performing Hedge Fund Managers (updated quarterly). We offer market-beating tools and services including Consensus Picks' DIY Tools, Top 20 Small-Cap and Top 30 All-Cap Long/Short Newsletters based on the Consensus Picks system, and Trade Alert Services for Self & Auto-Trading. All of our services have beaten market averages by wide margins. See our website GuruFundPicks.com for the latest performance numbers, or contact us at support@GuruFundPicks.com.
The two authors are co-managers of a family partnership long/short equity fund since 2001, that have a successful track record in trading primarily small-cap aggressive growth companies based on a fundamental valuation analysis of current news, including quarter reports, guidance, biotech clinical study results and other news. The junior partner is a self-taught private investor with a Business degree from the New York University's Leonard N. Stern School of Business and the senior partner has an MBA from the University of Virginia Darden School of Business, including prior MS & BS (Engg.) degrees, and with experience in business strategy consulting to large fortune 100 companies.
We are generally sector and market-cap agnostic, identifying opportunities using a 'stock picking' bottom-up, fundamentals-based, valuation-driven approach. However, we find most opportunities in the small-cap space, in technology & healthcare sectors, with some also found often in the consumer, energy & basic materials sectors.
Follow us on Seeking Alpha and Twitter (@GuruFundPicks), and connect with us on LinkedIn (http://www.linkedin.com/in/manishbabla)
Joe Eqcome is the pen name of Robert A. Frank, CFA, a Wall Street executive who has spent over 30 years as an investment professional. Mr. Frank is the founder of GrowthIncome Research & Management, LLC.
GrowthIncome Research & Management, LLC’s business mission is focused on generating supplemental retirement income through investment in regulated investment companies (“RIC’s” or “investment companies”) whereby the Firm can maximize investment income for its clients by virtue of the RIC’s conduit status.
RIC's include closed-end funds (CEF’s), open-end funds (mutual funds) and exchange traded funds (ETF’s). Other non-RIC, conduit vehicles include real estate investment trusts (REIT’s) and Master Limited Partnerships (MLP’s). Particular emphasis is placed on CEFs given their under-research and inefficient valuations.
Mr. Frank, a chartered financial analyst (CFA), spent his first 20 years in the investment business as a real estate research analyst for the investment banking firm of Alex Brown & Sons, Inc., (later sold to Deutsche Bank) where he was a managing director and group head of the real estate securities researched division.
Mr. Frank was later an executive vice-president, director of equity research and co-head of capital markets at Legg Mason, Inc. Mr. Frank founded Intellectual Capital Markets, Inc., a financial services firm in which he sold his interest; he also served as a real estate investment banker at a regional investment banking firm.
Mr. Frank has been a former "Institutional Investor" All-Star Analyst for multiple years, a featured interviewee for Barron's Magazine multiple times, a guest on Wall $treet Week and Bloomberg TV, former governor of the National Association of Real Estate Investment Trusts (“NAREIT”), charter member of the Berman Institute at the Johns Hopkins University, former Trustee of the University of Baltimore, former Trustee at Friends School of Baltimore, former director of Mid-Atlantic Realty Trust (sold to Kimco Realty Trust, Inc.), recipient of the “Life-Time Achievement Award” by the National Association of Real Estate Investment Trusts and the American Real Estate Society's "Award of Merit".
Asif Suria is an entrepreneur and investor with a focus on event driven strategies including merger arbitrage and insider trading. He publishes a weekly post that includes the latest mergers and highlights the largest spreads. He also publishes a weekly post that highlights the top 5 insider purchases and sales of the week. Asif is also one of the earliest contributors at Seeking Alpha and has been regularly contributing content since 2005.