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.
Intrepid Leader at Maks Financial Services providing ongoing Financial Planning and Investment Advisory services. My firm and I simplify the lives of busy clients by providing ongoing financial planning and asset management. this is done by providing our clients customized, ongoing comprehensive financial planning, and customized investment advisory services tailored to the clients' needs. As a fiduciary, we have a legal obligation to put the needs and interests of our clients above our own. Specialties: fee based comprehensive financial planning, retirement planning, life insurance and protection planning.
With a 33-year history across diverse sectors and market conditions, Easan Katir, a fiduciary Registered Investment Advisor and a member of the Financial Industry Regulatory Authority, manages wealth for families, individuals and retirement plans. He has appeared on financial television and co-hosted a syndicated radio talk show "It's Your Money". He has written about behavioral finance, based on three years of personal mentorship by the legendary Ed Seykota. Katir served as Chairman of Morgan Parsons Inc, with $10 million in sales and 400 employees, which merged with a public company. He graduated from the University of Southern California financial planning program in 1985, and though he does not practice as a CFP now, earned a CFP designation the same year.
Downtown Investment Advisory (DIA) is a Registered Investment Advisory firm based in New York that provides customized investment advisory services to individuals, charitable institutions and retirement plans. DIA currently has over $25 million under management. DIA specializes in creating custom fixed income portfolios with a core of individually selected bonds that we recommend be held to maturity. Other income assets, such as preferred stock and exchange traded debt, are also used to diversify an income portfolio. Depending on the needs and risk profile of clients, fixed income portfolios can target yields ranging from 4%-9% per annum.
DIA is licensed according to required securities regulations. DIA utilizes the services of both Charles Schwab and Interactive Brokers as a third party custodian. Clients of DIA will open and control an account at the third party custodian in their own name, and DIA nevers takes custody of client accounts.
DIA's investment manager, Salo Aizenberg, a graduate of Columbia Business School with an MBA in Finance, is a highly experienced finance and investment professional with 20 years of active investing in fixed income, equity, and alternative investments, having managed institutional portfolios exceeding $500 million.
Important disclaimer language for all articles published on Seeking Alpha, including premium Newsletter articles:
All articles published by DIA are intended as an information source for investors capable of making their own investment decisions. However, this information is not intended to be used as the sole basis of any investment decisions, nor should it be construed as advice designed to meet the investment needs of any particular investor. High Yield bonds are not suitable for many investors and by definition are not Investment Grade bonds and therefore carry a much higher level of risk. High Yield bonds are subject to various risks including interest rate risk, credit risk, and market risk which could result in the total loss of the investment. Past performance is no guarantee of future results. We encourage readers to consult with independent financial advisors with respect to any investment in any security mentioned. The information upon which all articles are based is obtained from sources believed to be reliable, but has not been independently verified. Therefore, DIA cannot guarantee its accuracy. Information regarding a company or security may be obsolete by the time it is published on Seeking Alpha and investors must therefore independently verify updated information regarding a company or investment. Any opinions or estimates constitute the author's best judgment as of the date of publication, and are subject to change without notice. Despite best efforts to provide quality investment information to our readers, DIA does not accept any liability or responsibility for any loss resulting from investment decisions based on information in any article. Note that DIA does not get paid or receive compensation of any kind by any company or any third party for discussing a particular company or investment in any article.
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
BS in Economics, MA in Public Policy (International Economic Policy). J is a well-known voice in the global shipping community, with unparalleled investment results and a penchant for activist investing.
Mintzmyer founded Value Investor's Edge, a top-ranked deep value research service in May 2015, with the goal of establishing a top-tier community of deep value investors and activists. Value Investor's Edge subscribers leverage exclusive in-depth analytic reports and community investment experience to discover disconnects in global shipping and a variety of other beaten down sectors.
TipRanks.com ranked Mintzmyer’s performance in the top 3% of all global analysts at the end of 2015 for his 2-year investment performance. While compiling his research, Mintzmyer has interviewed numerous management teams at public maritime firms, and has worked with a multitude of investors. His exclusive analysis has received numerous 'Top Idea,' 'Must Read,' and 'Small Cap Insight' awards.
J is a CFA candidate and investment enthusiast who utilizes Seeking Alpha to provide an open exchange of both trading and investment ideas. Masters in Public Policy, with focus on International Security & Economic Policy from the University of Maryland, College Park. Distinguished Graduate of the United States Air Force Academy with a B.S. in Economics. President of Mintzmyer Investments LLC, a financial services company specializing in equity research and hedge fund advisory.
Extensive background in financial analysis, equity research, accounting, portfolio management, and customized asset allocation through nearly a decade of formalized education, personal studies, and practical experience. Avid reader of business/investments and biographies.
Legal Disclaimer: Any related contributions to Seeking Alpha, or elsewhere on the web, are to be construed as personal opinion only and do NOT constitute investment advice. An investor should always conduct personal due diligence before initiating a position. Provided articles and comments should NEVER be construed as official business recommendations. In efforts to keep full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. The majority of trades are reported live on Twitter, but this cannot be guaranteed due to technical constraints.
My premium service is a research and opinion subscription. No personalized investment advice will ever be given. I am not registered as an investment adviser, nor do I have any plans to pursue this path. No statements should be construed as anything but opinion, and the liability of all investment decisions reside with the individual. Although I do my utmost to procure high quality information, investors should always do their own due diligence and fact check all research prior to making any investment decisions. Any direct engagements with readers should always be viewed as hypothetical examples or simple exchanges of opinion as nothing is ever classified as “advice” in any sense of the word.
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.
Danielle DiMartino Booth makes bold forecasts based on meticulous research and her years of experience in central banking and on Wall Street. Known for sounding an early warning about the housing bubble in the 2000s, Danielle offers a unique perspective to audiences seeking expertise in the financial markets, the economy, and the intersection of central banking and politics.
I'm an Army veteran and former energy dividend writer for The Motley Fool. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams, and enrich their lives. With 19 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 4-5% yield
2. Offers 9%-10% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
1. Golar LNG Partners (GMLP)
2. Dynagas LNG Partners (DLNG)
3. Ship Finance International (SFL)
4. KNOT Offshore Partners (KNOP)
5. Summit Midstream Partners (SMLP)
6. Gaslog Partners (GLOP)
7. Triangle Capital (TCAP)
8. Seaspan (SSW)
9. Fidus Investment Corp. (FDUS)
10. New Mountain Finance Corp. (NMFC)
11. Ares Capital (ARCC)
12. Terra Nitrogen (TNH)
13. Hercules Capital (HGTC)
14. TPG Specialty Lending (TSLX)
15. Enviva Partners (EVA)
16. Hoegh LNG Partners (HMLP)
17. Jernigan Capital (JCAP)
18. Starwood Property Trust (STWD)
19. New Senior Investment Group (SNR)
20. Ladder Capital Corp. (LADR)
21. Compass Diversified Holdings (CODI)
22. Ares Commercial Real Estate Corp. (ACRE)
23. AmeriGas Partners (APU)
24. Care Capital Properties (CCP)
25. Genesis Energy Partners (GEL)
26. Landmark Infrastructure Partners (LMRK)
27. Blackstone Minerals (BSM)
28. Omega Healthcare Investors (OHI)
29. Holly Energy Partners (HEP)
30. City Office REIT (CIO)
31. Gaming and Leisure Properties (GLPI)
32. Pattern Energy Group (PEGI)
33. Community Healthcare Trust (CHCT)
34. Main street Capital (MAIN)
35. MPLX (MPLX)
36. Medical Properties Trust (MPW)
37. Apple Hospitality REIT (APLE)
38. 8Point3 Energy Partners (CAFD)
39. Stag Industrial (STAG)
40. W.P Carey (WPC)
41. Enterprise Products Partners (EPD)
42. Pebblebrook Hotel Trust (PEB)
43. Brookfield Infrastructure Partners (BIP)
44. Iron Mountain (IRM)
45. National Health Investors (NHI)
46. EPR Properties (EPR)
47. Spectra Energy Corp. (SE)
48. Lazard Ltd. (LAZ)
49. Maiden Holdings (MHLD)
50. Invesco (IVZ)
I'm a portfolio manager within the European Equities team at a mid-sized asset manager. Under my coverage is the financial sector (including Banks, Insurance, Real Estate and Diversified Financials) on a Pan-European basis (Eurozone, UK, Switzerland and Scandinavia).
Previously, I've worked as a generalist buy-side financial analyst, covering equities, fixed income and derivatives.
Doug Short is first-wave boomer with a lifelong interest in markets and the economy. His professional career had been a satisfying split between academia (English Professor at North Carolina State University) and Information technology (IBM and GSK).
Doug retired in 2006 to devote himself full-time to his dshort.com financial website. The domain has now been acquired by Advisor Perspectives, and Doug has been appointed the Vice President of Research.
Doug is especially interested in the economy, long-term market trends and behavioral finance.
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
REIT Data Market is a boutique real estate research and technology firm that provides our data for a fee to all of those looking to expand the REIT universe and pursue their own analytic endeavors. At REIT Data Market, we also build geo-centric data models and apply unique anticipatory analytical methodologies to produce superior recommendations and returns for our clients.
I serve as the senior MLP research analyst for CBRE Clarion Securities, a global asset management firm based in Radnor, PA. My primary focus is on investing in Master Limited Partnerships (MLPs) within a larger infrastructure investment team.
I am a retired 20 year Wall Street $ manager. I specialized in fixed income, equity positioning with covered call writing hedging strategies. My experience is finding undervalued or oversold companies, taking a long position and writing a covered call to increase my monthly returns. Over time this strategy has outperformed most with minimizing risk.
I am a retired global analyst, currently busy in investing and writing articles about stocks at several investing publications and websites. I have also developed strategies for creating winning portfolios according to specific formulas.
In January 2015, I was ranked among the world’s top 10 financial bloggers according to TipRanks, which holds financial experts accountable for their recommendations by disclosing their stock ratings since 2009:
Day trader whose strategy is based on arbitrages in preferred stocks and closed end funds.My group consists of 10 traders.We trade every single preferred stock or closed end fund that provides an arbitrage opportunity. Our research includes stocks that most of the people have not even heard. We have developed our own statistical tools that make most of our arbitrages statistically proven. As a trader I don't just analyse , I trade my analysis and pay the price when I am wrong.That is the main reason I respect opinions only when backed by taking the risk of being wrong.Words or opinions mean nothing in this business and the only person who is right about a certain situation is the one who makes money out of it.
Chartered Financial Consultant (CHFC) The American College
Chartered Life Underwriter (CLU) The American College
Master's Degree in Financial Sciences MSFS) The American College.
1976 - 1979 Regional Field Representative - GE Credit Corporation
1979 - 1991 Capital Analysts, Inc.
1991 - Founder, President, The Stanley-Laman Group, Ltd.,
2003 - Founder, Manager Stanley-Laman Securities, a Broker-Dealer
American Realty Capital Trust, Inc. (ARCT; NASDQ) - Independent Director, 2007 – 2012
New York REIT (NYRT; NYSE) - Director & Lead Independent Director, 2009 - 2014
Business Development Company of America - Independent Director
2009 - 2014
American Realty Capital Properties Retail Centers of America – Independent Director 2011- 2014
American Realty Capital Properties, IV - Lead Independent Director
2013 - 2014
American Realty Capital Properties, Inc. (ARCP; NYSE)
Interim Chairman and CEO 1-1-15 - 4/1/15
Lead Independent Director 1-1-14 - 1-1-15
Matrix Biology Institute - Trustee 2008 - Current
CeeLite, Inc., - Director 2008 - Current
Stephen is a student studying commerce at Queen’s University with an intended specialization in finance and mathematics. He expects to graduate in 2018. He currently oversees and provides investment rationale for a student-run portfolio of $100,000. Through these experiences, Stephen aspires to obtain a career in private equity or investment banking upon graduation.
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a Certified Public Accountant CPA from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at firstname.lastname@example.org .
Hello reader and thank you for visiting my SA profile page.
I am a real estate investment consultant. In simple words, I try to assess whether a particular property investment is viable, given the economic and social factors in the subject area. In fact, I have a postgraduate degree (MSc) in Real Estate Investment and Finance awarded by Heriot Watt University of Edinburgh.
My initial (Bachelor's) degree was in the field of Urban Planning and Regional Development and it was awarded by Aristotle University of Thessaloniki.
Right now, I own a newly founded and quite small company: PHAON engineering and real estate consulting. We undertake construction contracts, provide independent valuation and real estate consulting services and feasibility studies.
My first encounter with the stock exchanges was in 2007. Since then I have been driven by my love of the financial and real estate markets and trying to consistently outperform the major financial indices and reinvest the capital gains.
My investment "childhood" was teared apart in 2012, when Laiki, a Cyprus bank, collapsed and lost some funds. Since then, I am trying not to repeat the same mistakes and to clear my investment path by researching before investing. It is within the context of this endeavour that I wrote my first articles here, in SA. And it is within the same context that I will continue to provide quality research to all of my readers.
Disclosure: I have never been prosecuted on any securities-related issue or been barred from the securities industry, or convicted of a felony.
Former executive for three Best-in-Class REITs, two public, one private. Executed private-to-public conversions of two REITs to IPO. Georgetown University graduate school professor - 5th year teaching a class dedicated to REITs. Industry veteran, NAREIT participant and generally considered national REIT expert.
East Daley is an energy assets research firm bringing greater transparency to the energy financial market. In addition to using top-level financial data to predict a company’s performance, East Daley is first-to-market with an asset-driven information service that provides comprehensive, bottoms-up, asset-level intelligence fueled by commodity fundamentals. Clients are supported by a team of unbiased, highly experienced research analysts. The combination of proprietary research and dynamic client support delivers a unique competitive advantage that enables North American energy capital markets to make more informed and accurate projections and investments.
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 gains. I am open to opportunities in consulting for financial firms or local advisors. Please contact me if you are interested.
As a conservative, both politically and economically, I strive to look at the long term risks of all trades. I'm also in favor of and recognize the importance of implementing stop loss orders. When it comes to trading, the fear shouldn't be of failure, but the unwillingness to accept failure.
James A. Kostohryz has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.
Kostohryz started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, Kostohryz became Chief Global Strategist and Head of International Investments for a major investment bank. Kostohryz currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory.
Born in Mexico, Kostohryz grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently writing a book about the impact of culture on economic development. He is a former NCAA and world-class decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
You can receive custom delivery of all of Mr. Kostohryz's published work on Seeking Alpha, The Street, and other media, as well as exclusive material, by following the link below. It is absolutely free:
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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.
I have been helping startups and investors understand the value of emergent business models in the technology, media, and telecommunications industries. In my own personal portfolio, I have been looking for income opportunities and companies with deep value and strong growth potential whose value propositions are misunderstood by the broader market. I do this by an in-depth study of the markets where these companies operate, marrying that to traditional securities analysis to uncover hidden value and under-appreciated growth.
Hi, I'm Sarfaraz A. Khan. I have got an MBA from University of Aberdeen, located in the heart of UK's oil industry. My specialties lie in energy and materials stocks, but I occasionally cover services sector, emerging markets and ETFs. My work appears mainly on TheStreet and Seeking Alpha.
Contact: Seeking Alpha message or sarfarazis[at]yahoo[dot]com
Keuka Capital, LLC is an unregistered investment advisor that partners with clients to manage their investment account. Keuka Capital has a long-term, value-oriented approach to evaluating investments opportunities and building client portfolios. Our client portfolios are typically comprised of fifteen to twenty individual stocks complemented by low-cost bond and commodity exchange traded funds. Contrarian by nature, Keuka Capital tends to open long positions in out-of-favor stocks that are trading below their intrinsic value. Keuka Capital is incubating a total return fund with the objective of maximizing risk-adjusted returns over the long-term. Please see www.keukacapital.com for more information.
Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.