Gary Schurman has over 25 years of experience in finance, accounting and software development. He began his career at international accounting firm Deloitte & Touche, served as Vice President Mergers & Acquisitions at Bay View Capital Corporation, a $6 billion publicly-held bank holding company, Treasurer of California Thrift & Loan, a $750 million finance company that he helped take public in 1995 via an IPO, Chief Financial Officer of several Silicon Valley start-ups, Chief Technology Officer at Decisive Inc. where he authored the Company's on-line software products that it offers to Banks and Credit Unions, and most recently as a “Quant” for a Wall Street firm specializing in subprime CDOs. Gary is currently the director of quantitative modeling and original founder of WhaddaDunce.com.
Gary received his Masters Degree in Business Economics (MBE) from the University of California at Santa Barbara and his BS in Business and Accounting from Robert Morris University in Pittsburgh. Gary is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA).
I am a young investor who is doing more with my money in investments than those of my generation.
Education and Investment Background
I have a Bachelors of Science in Computer & Electrical Engineering. I follow technology related companies as well as blue chip industrials and consumer products. I enjoy writing about technology companies, especially ones that I use and consume. Knowing the technical side of the products helps in my analysis of what the product impact is to consumers and the markets they reach. I'm interested in growth stocks but still have a portfolio of dividend growth companies to balance out risk.
I work for a technology contracting company doing configuration management. This entails automating workflows and delivery of developed code using change control and version control software. The sector of my work is governmental and deals with the department of health.
I previously worked in the IT field of the healthcare industry for a major teaching hospital and practice group. I worked mostly with integration engines for use with hundreds of systems as well as end user application access and security including single sign-on.
A Little About Me...
I enjoy a variety of hobbies including playing drums and building race cars made for the ice and asphalt. I raced nationally in college for Baja SAE and continue to build cars and race on a regional level both on road courses and frozen lakes.
Keith Springer is the author of "Surfing the Retirement Tsunami -Your guide to staying afloat and retiring comfortably" and "Facing Goliath: How to Triumph in the Dangerous Market Ahead", radio host of "Smart Money with Keith Springer" on NewsRadio 1530 KFBK. Keith can also be seen on CNBC, FOX Business, the Wall Street Journal, Fortune, CNN Money and other news outlets. Keith is also President and Founder of Springer Financial Advisors in Sacramento, CA, an SEC Registered Investment Advisory Firm specializing in investment and retirement planning and has been providing professional wealth management advice for over 30 years. All content is original material, solely owned and paid for by Springer Financial Advisors. Keith can be reached at 916-925-8900 or Keith@KeithSpringer.com.
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.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Andy Hecht 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 massive 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 broad 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 are on many 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. Andy held a Series 3 and Series 30 license from the National Futures Association and 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.
Gennady Kupershteyn has been in financial services industry since 1997. Since 2000 he has been a professional trader and serves as a trading mentor and portfolio adviser. His experience includes building and managing four successful trading desks in California, New York and New Jersey. He has trained hundreds of professional traders in day and swing trading. Presently, Gennady utilizes a combination of vast historical studies of individual stocks, technical analysis and market fundamentals to determine appropriate risk / reward ratios for employing optimal equity trading strategies. Prior to becoming a professional equity trader, Gennady served as a Floating Manager in the Domestic and Offshore Hedge Fund Group at Alliance Capital.
Specialties: Equity & Option's Analysis & Trading - Fundamental and Technical
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor in History. My major track focused on Investments and Financial Analysis. While at Lehigh, I was the Head Portfolio Manager of the Investment Management Group, a student group that manages three portfolios, one long/short and two long only. I have had two internships, one a summer internship at a large bank, and another helping to manage the Lehigh University Endowment for nearly a year.
Disclaimer: Bill reminds investors to always due 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.
Civil engineer using nurtured logical predictive ability to increase my retirement accounts and thereby recover somewhat from the one two punch of a divorce (in 2007 I borrowed to settle and keep real estate) and real estate downturn (2008 my real estate went underwater).
Started investing in stocks in mid-2013 with $100k in a Roth IRA. Dropped to $69k, up to $500k, down to $105k, up to $670k, down to $315k, up to $850k. Goal is $4m by end of 2015. I am more than half way there having achieved an 8.5 bagger (end of 2015), I only need another 5 bagger to exceed my goal. TAX FREE.
"A man who follows an independent and contrary path has no guarantee of making money… but a man who follows the great mass of conventional wisdom is practically guaranteed that he will not."
Riches are made through focus and concentration on a few stocks. Riches are kept through diversification . . .
Current investments: RiteAid and Intel LEAPS
LEAPS for Fun and Profit: service only available to family and close friends :-)
Don't try what I am doing without your own extensive research.
I just joined Actinver, the biggest public Mexican-based Brokerage House, with AUM of over $18 billion.
I am currently a Portfolio Manager and will be glad to be asked anything about the Mexican or US market, as I am a passionate follower of both. If you want to diversify and invest in Mexican companies, feel free to contact me.
I started writing articles in May 2012, keep the feedback coming, I write about anything that interests me at the time, it can be academic, long & short ideas, I am now focusing on company valuations, feel free to suggest a company you would like valued.
Follow me on Twitter @respinosa6
I am a Level III candidate in the CFA program. I have passed the Level I exam in June 2014 and the Level II exam in June 2015.
Outside of my interest in investing and stock analysis (which I currently do in my free time,) I am an IT project manager for a large multi-national firm. With my background in technology I have particular interest and stronger circle of competence in tech stocks, although I venture from this domain to certain other industries as well where I feel the businesses are simple and understandable or where I have particular first hand knowledge.
I consider myself a value investing enthusiast, following a bottom up fundamental analysis style approach. My value investing approach is quite simple - I look to "figure out the value of something, and pay a lot less".
I do not consider Growth and Value stocks as mutually exclusive, and in fact my favorite investments are:
small cap companies with good long term growth prospects,
strong business fundamentals
low financial leverage,
trading at an attractive valuation, and with some sort of short term difficulties that have caused the market perception to be negative in the short term.
To value companies I use a variety of techniques, sometimes heavily favoring traditional value metrics like P/B, and also I like good business (ROIC, ROE) trading at attractive multiples against EBITDA. I do discounted cash flow analysis where appropriate, and in some cases favor heavily on comparative valuation.
I am a self-taught technical trader that uses Candlestick Patterns, Trendlines, Chart Patterns, Fibonacci Analysis and Elliott Wave theory as types of analysis that form the basis of my investment decisions after finding companies with excellent fundamentals.
My name is Liam Garrity-Rokous and I am currently a junior pursuing a Bachelor of Science in Management, with a dual concentration in Finance and Corporate Reporting & Analysis, at Boston College in the Carroll School of Management (CSOM).
I am a retired wall street attorney. I started out specializing exclusively in securities law. As I developed my practice, it morphed into a corporate finance practice specializing in mergers and acquisitions, with the securities law aspects being secondary.
I'm not much for diversification. I tend to put a substantial amount in a few baskets and then watch those baskets very, very carefully.
I work as a US equity and macro analyst at a boutique equity analysis firm in Shanghai.
My primary research focus is US-listed Chinese equities. Being based in Shanghai, it allows me to have a much more in-depth understanding of the Chinese economy and consumer trends.
Mr. Hui has been involved in the equity markets since 1980, both on the buy side and the sell side. He is a CFA Charterholder, and has presented numerous papers to quantitative discussion groups (Sample topics include: How Global are Resource Sectors).
Ryan Mallory is the founder of SharePlanner.com and has been trading for more than 20 years. He got his start in the stock market at 11 years old when he inherited $5,000 from a relative that had passed away. Instead of putting the money in a college fund until he was 18, Ryan convinced his father to let him invest it in the stock market.
Early on, Ryan never ventured out of the mutual funds, but why should he, here is a kid, not even a teenager yet, learning to make his allowance in the stock market. Growing up in the 80's & 90's, Ryan saw his portfolio grow from $5,000 to nearly $30,000 - a 500% return for a kid who didn't even have his driver's license yet.
But it wasn't until the beginning of 2001, while in college, that Ryan learned his greatest and most important lesson in the stock market - the feeling of losing it all! The portfolio, that had grown into an important lump sum of money had fallen back down to almost its original value at around $10,000.
The lesson learned from his early days of trading, is a lesson that he is reminded of everyday before placing a single trade - and that is the human ability to capitulate a financial portfolio - and it is that lesson that has kept him from ever repeating it again.
Ryan's focus is primarily on swing-trades (with some day-trades) both long and short using technical analysis and secondarily on options and futures. Ryan Mallory has an MBA and a bachelors in Political Science and Economics from the University of Central Florida. He founded SharePlanner in 2006.
In 2001, I retired and now permanently reside in Mexico. After 5 years of managing my own affairs, I resumed my career in 2007 as a financial analyst / asset manager. My career began while in University as a – manual chartist for some wealthy Investors, who had a fancy math formula from Wharton School of Finance that required an advanced background in math – that was in 1957. I have kept those old books of Charts, and the basic formula still produces profits. I'm pleased to say that the formula / algorithm is now calculated by computer, but I still get to draw fancy lines.
If you would like to have further information about my work / analytics or perhaps my Professional Services - - asset management, mentoring or consulting – services . . . just send me an Email, click here, ( email@example.com ) and I will respond promptly. Please understand that this offer is for serious investors. I expect you to share just a bit about yourself and your investment objectives - that is important to me.
Furthermore, I never read or respond to the Seeking Alpha generated Messages or any Comments on my articles. Unfortunately, my experience has been very unsatisfactory. If you are seriously interested in learning more about what I do - - please Email me. firstname.lastname@example.org
I write a bi-weekly personal blog you might like. click here. http://twitter.com/#!/Invest Rotation
Education: I have several degrees, i.e. post graduate degrees and two doctorates. And a great deal of (too much) continued financial education. For seven years, I was a University Professor of Finance and Economics. No question, I learned more than I taught!
Licenses: I had all that were needed / required and more.
Designations: Over all those years, there were many initials after my name!
Business Experience: I owned a privately held asset-management firm and managed individual investor and corporate accounts as a Registered Investment Advisor - for over 40 years.
Published Articles: I have written and published over 400 papers / articles for both local and national circulation.
Current Status: In late 2007 I came out of retirement and re-entered my writing financial commentaries in various financial blogs. I began a Weekly, Commentary / Update for the ex-patriot locals here in Mexico. In my first issue, October 2007 – I recommended - Holding 100% Cash and forecast that the Marketplace was at a Top that was meaningful. To date, within this Weekly – Commentary / Update I have accurately identified all Inflection Points, i.e. the 2009 February and subsequent Lows. The December and the recent April Highs were also forecasted and identified.
I have resumed offering Asset Management and Consulting / Mentoring services as a Boutique Research Firm Financial Analyst. Email me if you might be interestes. click here.
I am currently also Blogging with SafeHaven.com / Community.Nasdaq.com and of course here in SA. I also maintain a Private Blog, click here ( http://twitter.com/#!/InvestRotation ). For twelve years, I maintained an International Website - Called: "The MoneyDr."
Something to Ponder for those of you that might choose to "Follow" - - or choose Not to "Follow":
A little monolog to set myself apart from those who call themselves - "traders":
Over all these, many years of managing assets, I have witnessed a large number of tragic situations as told to me by scores of Investors. It quickly became clear to me, early on in my career, that the financial industry is wrought with many divisive ways to separate you from your money. It takes advantage of words and emotion like: greed, fortune, comfortable retirement, etc. while at the same time restricting, if not preventing the you the Investor from understanding how to make money at a fair rate of return and to do so consistently. Over the recent years, "they" (Wall Street) has upped the requirements (complexity) for the average guy or gal to become a successful Investor. That's tragic!
Perhaps the biggest lie and sales pitch and flow of miss-leading information is the “Buy and Hold” philosophy, "they" (Wall Street, Mutual Funds, the Media, and Financial Salespersons) continuously pro-pound. B & H has not been a path to successful investing and profits for several decades, and I am sure, never will! I have written many articles with the secondary title: “Why Most Investors and Nearly All Traders Lose Money." It hits hard, and the brokerage community has made life tough for me (retaliation wise) on many occasions over these years. My continuous debunking of their ways and personal goals to a lush financial lifestyle, using your money, is simple not on their agenda.
The reality regarding Wall Street is that they want to make money off you, not With or For You! They are smarter (within their field) than the average Investor, in particularly by just knowing how things work, but never sharing the simple – How To - with YOU. I continue to believe that these truths and facts should be well understood by Investors, but unfortunately, and apparently it/they are not! For me, simple logic says that any professional is better trained, within their given field, then the lay or inexperienced person. Investors seeking only a fair and honest flow of profits as well as information and data are frequently disappointed.
There is now a new and equally serious problem as is the Buy and Hold philosophy. It’s the Investor backlash to B & H, which is called Day Trading. DT is the new "" In "" answer, but once again people are not taking time to realize that "Investing" is much different than Day or Fast Trading.
Since Day Trading began the statistics complied by Lipper Analytical Services and Yankelovich Partners clearly show that this too (Day Trading or Fast Trading) is a Big Loser for the average guy or gal. These two companies are highly regarded in the field of providing statistical information and data as well as offering excellent articles on and about the financial industry. See Google regarding these companies.
"Investing Wisely" is kind of my handle and the methodology I have developed over the years is quite unique. I publish information about - how I go about making money, which is available upon request.
I would like to ask you to ponder / think for a minute or so about the following question:
Who and What is your current broker or financial advisor?
Sure, many if not most have great credentials, and often a great deal of charisma, but it remains an undesirable fact that these people are simple “Salespersons." Is your medical Doctor or are your best friends – salespersons? In baseball talk, that’s (strike one through strike three all in a pitch - or did I mean sales-pitch?). You as an Investor have little choice or alternative but to deal with these highly motivated financial representatives. That's tragic.
Understanding these facts and concepts is the first step to your positive financial future and peace of mine.
Next on the list is finding an advisor / mentor, who will teach and share facts and truth with you, on a personalized basis, before you invest, not after you have lost a great deal of money.
I'm sure that we all understand that the cyber world has been permanently injected into our lives and lifestyle. Financial Blogs abound with an over-flowing supply of information and opinions. Most of which is often incorrect and filled with very persuasive salesmanship! Therefore, I regret to say / agree that, it is clearly difficult to find such an experienced and trustworthy professional to mentor and assist in guiding you through a profitable process of "Investing Wisely."
My advice is - keep digging until you find such a professional. Ask tough and direct questions to what appears to be an experienced and trustworthy advisor and, over time, see if his or her answers and communication have substance and give you a feeling that this professional honestly cares about YOU. Don't forget, the job description - it is to make money, and this is serious stuff.
I think you will find that the time you give to the consideration and evaluation of my work / analytics will be very profitable for you.
Thanks for taking the time to read my bio, I hope you can find the "right" professional "just for you" in all the important disciplines of life, and you can prosper financially with a smile.
Steven H. Bauer, Ph.D.
Full Time Trader. Long / Short Equity Options.
I am a technical trader that tries to find the sweet spot between technical set up, institutional option order flow, and fundamentals.
I am especially interested in market / trading psychology and its impact on our performance.
To receive my free daily market message that highlights the biggest and most notable trades in the option market, email me at : email@example.com
I will be glad to include you!
Tech Analyst and opportunistic investor focused primarily on micro caps and up and coming technology companies. I am currently in discussions with a partner to develop and launch a investment premium newsletter website. If you are interested in learning more about my premium newsletter or would like to be added to my mailing list you can inbox me.
You can follow my personal trades and invest your own money with me via Instavest www.instavest.com My focus is on ground breaking technology and the companies that will deliver them in the future. I have managed a family portfolio since 2008 that has been focused on growth and income generation. You can follow me on twitter @MattMargolis24
Analyst and Fund Manager with almost 20 years investment experience. Coverage includes a variety of industries, with a focus on technology.
Particularly focused on value stocks, poorly understood or under-followed situations, and contrarian perspectives.
Primarily invest in special situations with value that is poorly understood or not fully appreciated, or where we believe there is a highly asymetric risk/reward profile. Also look for long/short ideas in mid/larger cap names where we believe we have a variant view, and the market is dramatically mispricing value.
Follow me on Twitter @valinsights
I manage Wax Ink.net, a baseline equity research company comprised of individual investors not licensed or registered with any government agency.
I have been all cap value investor and independent equity researcher for the past 30 years, and believe that patience is the key to successful long-term investing.
Bill Gunderson @billgunderson is the CEO and Chief Market Strategist of Gunderson Capital Managment in San Diego, CA.
He is also a professional money manager, former research analyst, author of Best Stocks Now, and developer of the Best Stocks Now smartphone app.
He offers four free weeks to his weekly Best Stocks Now to Seeking Alpha readers at gundersoncapital.com
He also hosts a daily stock market radio show that is syndicated nationwide on the Salem Broadcast Network.
Bill has appeared on the Fox Business Channel and on Bloomberg Radio numerous times .His articles have been published in Barron's, Forbes, TheStreet.com and numerous other publications.
He can be reached at firstname.lastname@example.org or by calling (855)611-BEST.
My name is Joe Marwood and I am an independent trader and writer with 6+ years experience trading stocks, bonds, commodities and futures. I trade small cap stocks using a semi automated model. I am also concerned with macroeconomic trends and longer term investing strategies.
Former broker, now an independent analyst/writer on Seeking Alpha and founder and editor of the Growth Stock Forum. Focusing on small-cap, mid-cap and biotech stocks. Looking for substantial sales and earnings growth potential and seeking the best risk-adjusted returns from my stock selection. Taking advantage of medium to long-term momentum.
My articles represent my personal opinion and analysis and should not be regarded as investment advice in any way. Readers and subscribers should do their own due diligence and/or consult their financial advisor before making decisions to buy or sell securities. Trading and investing include risks, including loss of principal.
Exclusive research: http://seekingalpha.com/author/oneil-trader/research
"On a long enough timeline the survival rate for everyone drops to 0"
“What we learn from history is that people don’t learn from history.”
INDEPENDENT Financial Advisor / Professional Investor- with over 30 years of navigating the Stock market's "fear and greed" cycles that challenge the average investor. Investment strategies that combine Theory, Practice and Experience to produce Portfolios focused on achieving positive returns over a period of time. Providing advice in helping to avoid the pitfalls and traps that wreak havoc on your portfolio with a focus on Income and Capital Preservation.
I manage the capital of only a handful of families and I see it as my number one job to protect their financial security. They don’t pay me to sell them investment products, beat an index, abandon true investing for mindless diversification or follow the Wall Street lemmings down the primrose path. I manage their money exactly as I manage my own so I don’t take any risk at all unless I strongly believe it is worth taking.
Blogging here on SA is part of my research. I write to find out what I think.
I invite you to join the family of satisfied clients send an e-mail :email@example.com