I have spent the last 20 years working for banks and asset managers as a fixed income portfolio manager and later as the head of risk management. My focus as an individual investor is primarily income producing strategies, banks, and credit instruments. I typically look at securities that are less liquid and often overlooked by other investors. My investment process is to first identify securities that trade at a deep valuation discount, then to research those securities in-depth, and only if those securities are both financially viable and present positive upside to issue a recommendation. I eat my own cooking and will invest in most securities that I recommend.
Lynx Investment Advisory, LLC ("Lynx") is a Washington, DC based, SEC-registered, independent investment advisory firm specializing in asset allocation, manager selection/reporting and risk management. Lynx provides a full suite of investment consulting services and acts in a fiduciary capacity to institutions, family offices and high net worth individuals worldwide.
Scott Kays is President and Founder of Kays Financial Advisory Corporation (KFAC), a professional money management firm registered with the Securities and Exchange Commission as an investment advisor. He graduated from the Georgia Institute of Technology with a 4.0 G.P.A., obtaining a Bachelor of Science degree in Management. He is also a graduate of the College for Financial Planning in Denver, Colorado, and he obtained the Certified Financial Planner™ designation in 1986. Mr. Kays also obtained the Chartered Financial Analyst designation in 2008.
Mr. Kays is a member of American MENSA, the national high IQ society, as well as the Gamma Beta Phi and Beta Gamma Sigma National Honorary fraternities. He is also a member of the Financial Planning Association and is a former member of the Board of Directors for the Georgia Chapter. Mr. Kays has been honored in the Cambridge Who's Who Registry of Business Leaders and the Marquis Who's Who in Finance and Industry, and his practice has been featured in Registered Investment Advisor magazine.
Mr. Kays has been quoted nationally on financial planning and investment issues in such publications as Investors Business Daily, Washington Post, Investment News, USA Today, WSJ.com, Atlanta Business Chronicle, Atlanta Journal & Constitution, and Smart Money magazine. He has also been a frequent guest on national television shows, including Nightly Business Report with Paul Kangas (PBS), Your World with Neil Cavuto (Fox News), Closing Bell with Maria Barturomo (CNBC), and Forbes on FOX (Fox News).
Mr. Kays' first book, Achieving Your Financial Potential, was published by Doubleday in early 1999. His most recent book, Five Key Lessons from Top Money Managers, was published by John Wiley & Sons in July, 2005. He has frequently hosted investment seminars for such major corporations as IBM, AT&T, BellSouth (now AT&T), Cox Enterprises, and Allied Holdings.
The author has worked in the transportation profession for over eight years of which the previous three have been strictly focused on goods movement and freight. Transports, by James Sands includes extensive research and analysis of publicly traded companies in the U.S. This includes direct comparative peer review among multiple transport industries, and macro and industry key performance indicators, KPIs.
The author has successfully managed a self-developed equity-based portfolio of U.S. public companies prior to the development of Transports, by James Sands. This included an average return of 13% per year over the previous three years for the portfolio, as well as numerous detailed articles covering multiple sectors and industries. Transports by James Sands includes two current portfolios under management.
Transports, by James Sands will provide investors with access to exclusive research and data analysis stemming from the tools generated to evaluate public freight companies. The ultimate goal is to define investment options and recommendations for a wide variety of investors. All subscribers of Seeking Alpha are encouraged to review the Marketplace offering by James Sands for additional information. Feel free to contact the author with any inquiries through the Seeking Alpha message platform.
DISCLAIMER: It should be noted that while the author is providing stock analysis and recommendations based on this analysis, any information disseminated by articles, stock talks, messages, or public chats represent the opinions of the author. The author is not an investment professional, and as such, all readers and subscribers should perform their independent due diligence and/or consult with an investment professional prior to making investment decisions.
Owner and Editor of Artemis.bm the leading website on catastrophe bonds, insurance linked securities, reinsurance linked investments and risk transfer.
Tracking the catastrophe bond market and the development of insurance-linked securities and collateralized reinsurance since 1996.
We want to give you the ultimate edge in banking market intelligence. That means timely articles on bank stocks that are under-followed and under-appreciated.
One of our specialities is to look at banks through the eyes of an acquirer. We look past the reality today and view a bank in light of its ultimate potential, what it could be worth to an acquirer, or what it might be worth as an acquirer.
As investors know the banking industry is rapidly consolidating. We went form 14,000 banks in the 1980s to ~6,000 banks today. And regulators have made it clear they would prefer if the US banking industry had closer to 1,500 banks. What happens to the excess banks? They'll be sold and rolled up as management teams retire, as Boards tire of endless regulation, or as these banks are outpaced by technology.
CompleteBankData pulls source data directly and digitally from US regulators meaning we don't introduce the possibility for human transposition error. But data is just a starting point. We've built top in class analytical and research tools that help users save hours of time researching and searching for hard to find data.
Beyond our standard tools we specialize in custom reporting and customized software solutions based on our platform. Please contact us for further details.
Poet and amateur athlete... Most of my life has been devoted to creative work, making zero money and accepting the likelihood of extreme poverty in old age. At age 60, that all changed thanks to a small inheritance and decent income from a new career (as a freelance translator). My focus is on steadily building dividend income while diversifying sufficiently (across sectors and beyond Canada) to combine a degree of security with the potential for growth.
Beginning an investment career in mid-recession (autumn 2008) was a fabulous experience. Life is sweet when you can watch something go down 75%, hold on without fear or desperation, and come out the other end okay. (Actually that one turned into a 200% profit.)
I was born in Finland, raised in France and I have studied in Germany, the UK and the USA. I have a passion for finance and been actively managing my own portfolio of traditional and alternative investments since the age of 14. I have been very entrepreneurial since an early age and started my first company in the retail sector at the age of 16 in France and later acquired my first investment property at the age of 18 in Germany.
I constantly search for businesses with above average economics selling at below average valuations. My investment horizon is always long and my philosophy contrarian. I dedicate most of my analytical efforts to segments of the financial markets that are likely to present the most inefficiencies and focus on industries where I can have a competitive advantage over other investors. From my past entrepreneurial ventures, I have developed a strong understanding of the real estate, retail, and restaurant sectors and as a result tend to focus on these. My international background also gives me a certain edge over other investors as it provides me a superior understanding of the differences between European and American markets which help me to identify superior opportunities in a broader universe of securities.
I put lots of emphasis in getting a strong educational background in traditional assets but also in alternative assets. I am a CFA Level II Candidate, and will graduate with a B.Sc. in Real Estate Asset Management from my German university and a B.Sc. in Construction and Property Management from UK university by March 2017.
Don't hesitate to reach out.
DISCLAIMER: Jussi Askola is not a Registered Investment Advisor or Financial Planner. The Information in his articles and his comments on SeekingAlpha.com or elsewhere is provided for information purposes only. Do your own research or seek the advice of a qualified professional. You are responsible for your own investment decisions.
Academic background in Applied Mathematics. Participant in high technology including computing and networking as a Member of Technical Staff, algorithm designer and Product Manager. Pursuing original interests in Health Care and Health Care Systems by doing coursework and research in Public Health, Pharmaceutical Economics, Integrated Medicine and Neurobiology. Founded www.ModelHealth.org in order to do research, analysis and writing on topics involving Long Term Care, Mobile Health and Big Data's impact. Convergence of these topics is likely to be fascinating, frustrating, complicated, full of investment opportunities and really meaningful to people's health and well-being.
I started a dividend growth investment strategy a few years ago and am aggressively growing my portfolio to churn out enough dividends to reach financial independence.
"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.
Senior Portfolio Manager and individual investor who started in high school and has been at it ever since. I have an MBA and have earned the right to use the Chartered Financial Analyst designation. I have worked in the business for over 15 years. My specialties include fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
Hoya Capital Real Estate is a Connecticut-based Registered Investment Advisor that focuses on research of the commercial real estate industry, and advisory of well-balanced public real estate equity portfolios.
All of our research is for educational purpose only, always provided free of charge exclusively on Seeking Alpha. Recommendations and commentary are purely theoretical and not intended as investment advice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. For investment advice, consult your financial advisor.
I have a background in oil & gas accounting and finance and invest in a variety of industries to serve my needs. My primary purpose is to help investors develop an understanding of certain accounting and finance disclosures made by public companies to provide the tools neccesary for pre-investing due dillegence and ultimately make better informed investment decisions.
I suspect that most dividend investors are conservative by nature. I am. I don't believe I have any special talent or gift for trading, a crystal ball, or any access to insider information. Consequently, I have little expectation of prospering by consistently buying low and selling high. In fact, prior to becoming a dividend investor, my trading history boasted the opposite, buying high and selling low. Tis sad but true, over those years, I'd given more to the market than I'd taken from it. However, that's yesterday's news, and of no real interest. Of importance is that I'm patient, analytical, organized, pretty good at math, and always looking for that angle, strategy, or edge to help guarantee my continued market success. My book, The Dividend Investor's Guide, details my history, education and growth as a dividend investor and the lessons I learned along the way. It details an effective and safe overall investing philosophy, along with a discussion of several proven trading strategies designed to enhance one's portfolio's income and dividend yield.
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
Acting Man has been named after the title of the first chapter of Ludwig von Mises' book "Human Action" - the best treatise on economics ever written. The blog's main author is Pater Tenebrarum, an independent analyst who has been involved with financial markets for 34 years and is writing economic and market analyses for independent research organizations and a European hedge fund consultancy. Acting Man presents articles on the markets and the economy, a mixture of commentary on current events as well as economic theory and history, mainly from an Austrian School of Economics viewpoint. As more authors have joined the site, we have begun to broaden our palette a bit, but our orientation remains the same: pro-free market, anti-state, pro peace.
I am an undergraduate mathematics/economics student at the University of Chicago. I am always seeking insightful research and discourse with fellow investors. Reach out to me for additional information and to start a conversation!
I am the son of an Army pilot, a former chef and long time trader/market watcher. I currently write analysis and commentary for OptionInvestor.com where you can find me on Monday's and Thursdays, when I write the daily Market Wrap. OptionInvestor.com is a package of newsletters focused on using options to improve returns and increase income.
I take a fundamental approach to technical trading where I keep abreast of economic events while applying them to the charts. My main focus is the SP 500 but I am not limited to that. I currently trade gold, oil, the dollar as well as the indices and stocks.
I have taken a profound interest into demographics and how they are affecting market dynamics. My articles here on SeekingAlpha are the result of years of economy watching and research inspired by such.
James has degrees in both Economics and Political Science. He is a small business owner with several years of past political experience and 17 years of active investing.
You can get a 48-72 hour advantage on all his work through Value Investor's Edge as well as exclusive research and analysis by J. Mintzmyer.
I am a retired college faculty in Philosophy, with specializations in Ethics, Socio-political Theory and Rational Choice/Decision Theory. My teaching focus was on Business Ethics, Medical Ethics and Logic. After retirement I freelanced as a Grant Writer/Fund Raising Consultant. I have taught at Washington University in St. Louis, the University of Missouri - St. Louis, and St. Louis Community College.
I believe that potential investments ought to be evaluated through an examination of their fundamentals - i.e., fundamental analysis. Those investments can then be analyzed with respect to whatever criteria an investor may wish to bring to bear, but at least the investments they make will be more or less fundamentally sound. For me, one of the more important features of an investment (after fundamentals are satisfied) is dividend yield. I expect my investment to earn money for me.
I also believe that the day of the "traditional" investment strategy based on one's age/proximity to retirement is over. To be sure, one wants to put one's money in places where it is more secure, but in the day and age of internet-based investment services, a variety of ETFs, and reasonably safe investment vehicles, there is no need for retired people to stick the bulk of their assets in relatively unprofitable treasury notes and bonds.
I am an individual investor looking for value. I own few stocks, and spend a lot of time analyzing the businesses I own to determine underlying intrinsic value. I do not invest in most companies I look at, and I take relatively large positions when I do decide invest. At any given time, my portfolio will consist of 25 positions, maximum.
Nothing I write should be considered investment advice. Only you can decide if any specific financial asset, security, allocation, opinion, idea, etc. is best for your financial portfolio.
Author of two books, available here, Options Strategies Every Investor Should Know and The 5 Fundamentals of Building a Retirement Portfolio (both available in paperback and eBook).
Our Company is engaged in a number of diverse business activities. The Company adheres to strict value investing principles and adopts a long-term, fundamentals based, investment model.
I am a private investor, focused on value investing through balance sheet analysis.
I am not a financial professional nor do I work predominantly in finance.
I am a Business Development professional, working to develop new offerings into strong businesses.