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.
Former buyside analyst now running my own fund for accredited investors. Things to know:
1) I research a lot of companies, but invest in very few. My goal on SA is to provide analysis, particularly of small and underfollowed companies, that readers can use as a starting point for their own research. When you read my articles, please understand that I try to present a high-level look. It's up to the reader to determine if it's the sort of situation that is worth monitoring. Note that I usually try to err on the side of conservatism, so just because I'm not enthused by a particular investment candidate doesn't mean you shouldn't be.
2) I appreciate comments whether you agree with me or not - especially in cases where I might be wrong, I'd like to know why! If you happen to be a particular expert on a topic and are interested in discussing it further, please shoot me a direct message. I would love to chat. Or if, you know, you're just a lonely value investor who wants a friend. Jokes aside, I've made lots of great friends through SA and am always open to talking.
3) If you enjoy reading my work, in no particular order, you might also enjoy reading fellow SA authors Vince Martin, Stephen Simpson, Brendan Rose, Brian Grosso, Bumbershoot Holdings, Adib Motiwala, Jeremy Raper, Investing 501, and Ted Barac. Most of them have professional investment expertise and the ones who don't are equally insightful. Like Amazon recommendations, not all of these will be perfect, but if you're new to SA, it's as good a place as any to start!
All the usual disclaimers apply... articles are provided for entertainment purposes only, interpret everything as opinion rather than fact, do your own due diligence, this is not an offer to sell securities, forward looking statements are not made using a crystal ball, etc. Most importantly, I will reiterate that everything I write is an opinion; analyzing stocks is inherently subjective and two reasonable people can come to different conclusions.
Dedicated to the Boots on the Ground...
Michael Foster, a seven-year finance professional, provides clients with bottom up company and industry research. He believes that this is the best way to generate alpha for clients. Michael specializes in the enterprise application industry, and broadly the technology, media, and telecom sectors. He also manages a personal portfolio and was a trader for a major investment firm.
Readers should judge the suitability of investments in light of their own unique circumstances.
Full research reports on subject companies are available for a fee. For $200 per quarter, clients receive one full research report and one research note per quarter, which include investment execution details currently unavailable. The Seeking Alpha messaging system is the preferred method of contact.
Separately Managed Account service is available for accounts of at least $50,000 for a fee of 1% annually of assets under management and 20% of annual total returns above 7.5%.
Marc Chandler has been covering the global capital markets in one fashion or another for 25 years, working at economic consulting firms and global investment banks. A prolific writer and speaker he appears regularly on CNBC and has spoken for the Foreign Policy Association. In addition to being quoted in the financial press daily, Chandler has been published in the Financial Times, Foreign Affairs, and the Washington Post. In 2009 Chandler was named a Business Visionary by Forbes.
Marc's commentary can be found at his blog (www.marctomarket.com) and twitter www.twitter.com/marcmakingsense
Software Engineer and Systems Analyst. Freelance Investment Writer and Portfolio Manager with 15 years of investment experience.
Primarily seeks to employ dividend growth compounding and value investing. Options trades for income. Seeks companies with competitive advantages, rising dividend payments, and solid share buyback programs to guarantee shareholder returns.
Andy Zaky is a Hedge Fund Manager at Bullish Cross Asset Management, and editor of the Bullish Cross financial newsletter. His main area of knowledge is in global macro economics, fundamental analysis and technical analysis. Andy has about 14 years of investment experience, a strong background in accounting and financial statement analysis, technical analysis, broad market analysis, macro economics and law. Andy both focuses on long term investments and trading short term calls and puts on the major index-pegged ETFs (QQQQ, SPY and DIA). Andy has a J.D. from the UCLA School of Law.
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.
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Private Trader or "PT" (a pseudonym) is a contributor to Seeking Alpha who, at this time, values privacy as much as money therefore only Seeking Alpha editors have contact information for PT.
PT's first investment in the market was airline company "People's Express". Although the stock initially went up, ultimately the company was taken over by Frank Lorenzo (ie - Texas Air Corporation and Continental) and it's value plummeted. However, PT's interest in stocks grew. Even math seemed interesting when money was on the table. PT enjoys reading stock newsletters and Seeking Alpha in search of potential bargains.
PT enjoys trading, family, and friends (not always necessarily in that order!).
PT recommends readers review all author's past posts (including PT's) for their win / loss record. Also, especially when PT discusses stocks trading around $1, readers can check http://www.pumpsanddumps.com/ to see whether the stock is subject to any pump or dump scams. PT is not employed, paid, or in any way compensated by any of the stocks PT might discuss on SA except as an investor (and possibly as an SA contributor).
PT reminds everyone that these are not recommendations to buy, hold, or sell, and that your own due diligence is required.
Chad Brand is the founder and President of Peridot Capital Management LLC, a money management firm that provides investment management services to individuals and their families. Chad also publishes a blog which has been named one of the best investment-related blogs by many industry sources including Forbes, Capital Magazine, 24/7 Wall Street, and Daily Reckoning.
John Browne is Senior Economic Consultant for Euro Pacific Capital, Inc. Mr. Browne is a distinguished former member of Britain's Parliament who served on the Treasury Select Committee, as Chairman of the Conservative Small Business Committee, and as a close associate of then-Prime Minister Margaret Thatcher. Among his many notable assignments, John served as a principal advisor to Mrs. Thatcher's government on issues related to the Soviet Union, and was the first to convince Thatcher of the growing stature of then Agriculture Minister Mikhail Gorbachev. As a partial result of Browne's advocacy, Thatcher famously pronounced that Gorbachev was a man the West "could do business with." A graduate of the Royal Military Academy Sandhurst, Britain's version of West Point and retired British army major, John served as a pilot, parachutist, and communications specialist in the elite Grenadiers of the Royal Guard.
In addition to careers in British politics and the military, John has a significant background, spanning some 37 years, in finance and business. After graduating from the Harvard Business School, John joined the New York firm of Morgan Stanley & Co as an investment banker. He has also worked with such firms as Barclays Bank and Citigroup. During his career he has served on the boards of numerous banks and international corporations, with a special interest in venture capital. He is a frequent guest on CNBC's Kudlow & Co. and a former contributing editor and columnist of NewsMax Media's Financial Intelligence Report and Moneynews.com.
John Browne is the Senior Market Strategist for Euro Pacific Capital, Inc. (http://www.europac.net/) Mr. Browne is a distinguished former member of Britain's Parliament who served on the Treasury Select Committee, as Chairman of the Conservative Small Business Committee, and as a close associate of then-Prime Minister Margaret Thatcher. Among his many notable assignments, John served as a principal advisor to Mrs. Thatcher's government on issues related to the Soviet Union, and was the first to convince Thatcher of the growing stature of then Agriculture Minister Mikhail Gorbachev. As a partial result of Browne's advocacy, Thatcher famously pronounced that Gorbachev was a man the West "could do business with." A graduate of the Royal Military Academy Sandhurst, Britain's version of West Point and retired British army major, John served as a pilot, parachutist, and communications specialist in the elite Grenadiers of the Royal Guard.
In addition to careers in British politics and the military, John has a significant background, spanning some 37 years, in finance and business. After graduating from the Harvard Business School, John joined the New York firm of Morgan Stanley & Co as an investment banker. He has also worked with such firms as Barclays Bank and Citigroup. During his career he has served on the boards of numerous banks and international corporations, with a special interest in venture capital. He is a frequent guest on CNBC's Kudlow & Co. and a former contributing editor and columnist of NewsMax Media's Financial Intelligence Report and Moneynews.com. He holds FINRA series 7 license.
Founded in 1980 and headquartered in Darien, Connecticut, Euro Pacific (http://www.europac.net) is a full service, NASD-registered broker/dealer that has historically been recognized for its expertise in foreign markets and securities. Through its direct relationships with countless foreign trading desks, the firm's clients are able to avoid the large spreads often imposed by domestic market makers of foreign securities, thereby substantially reducing overall transaction costs.
Subscribe to: “The Global Investor (http://www.europac.net/newsletter/newsletter.asp)”
I'm the Director of Research at Wonder. Come check it out (askwonder.com)
Previously, I worked for Seeking Alpha from 2008-2015. During that time, I was involved in building out the PRO and Marketplace subscription platforms, and also spent time writing 'Wall Street Breakfast' and writing for the Breaking News team.
Before joining Seeking Alpha, I co-founded a (short-lived) start-up for crowd-sourced angel investing and worked in the private banking division of a boutique bank. I've got an M.Sc. in applied economics from Georgia Southern University, and a B.A. in economics from Brandeis University.
My husband and I live in Israel with our two children.
'Toro' is the pen name for a Generation X writer who has a B.Com. (Hons.), MBA and is a Certified Financial Planner. He has 10+ years of investment experience. He's currently employed at a large institution, and previously ran an equities portfolio ranked in the top 2%-20% of its cohorts. He's now focused on broad market issues.
Visit Toro's Running of the Bulls (http://runningofthebulls.typepad.com/)
Ashraf Laidi is an independent strategist and trader, founder of Intermarket Strategy Ltd. and author of "Currency Trading & Intermarket Analysis". Ashraf is the former chief global strategist at City Index / FX Solutions, where he focused on foreign exchange and global macro developments pertaining to central bank policies, sovereign debt and intermarket dynamics.
Ashraf had served as Chief Strategist at CMC Markets, where he headed a global team of analysts and led seminars and trainings in four continents. His insights on currencies and commodities won him several #1 rankings with FXWeek and Reuters.
Prior to CMC Markets, Laidi monitored the performance of a multi-FX portfolio at the United Nations, assessed sovereign and project investment risk with Hagler Bailly and the World Bank, and analyzed emerging market bonds at Reuters. Laidi also created the first 24-hour currency web site for traders and researchers alike on the eve of the creation of the euro.
Laidi's analysis of currency markets stand out based on his distinct style in bridging the fundamental and technical aspects of the markets.
Laidi's expertise in dissecting Federal Reserve policy, unraveling the cyclical relationships between yield curves, economic indicators and equity market performance has enabled him to predict the Federal Reserve cuts of summer 2007, four months prior to their occurrence at a time when the majority of economists, strategists and traders had anticipated interest rates to be hiked or not changed. He went on to call the record highs in gold and the dollar's break below parity against the Swiss Franc and the Canadian dollar. In June-July 2008, Ashraf persistently predicted the Federal Reserve would continue its rate cuts at a time when Fed funds futures were pricing 95% chance of rate hikes in fall 2008.
Ashraf Laidi's market analysis extends to the study of major equity indices, gold and oil, shedding light on the appropriate signals emerging from these markets and their implications for currencies. His specialty in synthesizing commodities, with risk appetite, market sentiment and Fed policy has won him numerous plaudits. His currency predictions placed him at the top of the 12 and 1-month ranking of FXWeeks currency forecasts and at the top of Reuters monthly Foreign Exchange Poll.
Laidi regularly appears on CNBC TV (US, Europe, Arabia and Asia/Pacific), Bloomberg TV (US, Asia/Pacific, France and Spain), BNN, PBSs Nightly Business Report, and BBC. His insights also appear in the Financial Times, the Wall Street Journal, Barrons, the New York Times, Marketwatch, TheStreet.com, Futures, and a host of other international publications. Besides his habitual media appearances and seminars in English, Laidi has given numerous interviews in Arabic, French, and Spanish to audiences spanning from Canada, Central America and Asia/Pacific.
THE VIEWS IN THE PREMIUM INTERMARKET INSIGHTS ARE STRICTLY THOSE OF ASHRAF LAIDI AND NOT OF CITY INDEX / FX SOLUTIONS OR AN ENDORSEMENT FROM THESE ENTITIES.
His book, Currency Trading & Intermarket Analysis: How to Profit from the Shifting Currents in Global Markets (http://www.amazon.com/Currency-Trading-Intermarket-Analysis-Shifting/dp/0470226234), Web site: www.ashraflaidi.com (http://www.ashraflaidi.com)
I am the founder and director of three companies: Euro Pacific Capital (www.europac.net), a full service, registered broker-dealer and RIA which specializes in foreign securities; Euro Pacific Precious Metals (www.europacmetals.com), a gold & silver coin and bullion dealer; and Euro Pacific Asset Management (www.europacificfunds.com), a fund management company that is building a family of mutual funds based on my economic philosophy.
I am most well-known for accurately and publicly predicting the collapse of the housing and credit markets, the subprime crisis, and the increasing price of gold relative to the US dollar, resulting in the viral YouTube video "Peter Schiff Was Right."
I fly around the country and the world speaking to diverse groups, from academic conferences to Tea Party rallies. I have also appeared regularly on cable news stations since the mid-2000s trying to warn people of the impending economic collapse brought on by destructive fiscal and economic policy in Washington.
To that end, I published my first book, "Crash Proof: How to Profit from the Coming Economic Collapse," in early 2007, predicting the 2008 economic crisis while the mainstream commentators were saying it was impossible. Then, at the height of the crisis, I released "The Little Book of Bull Moves in Bear Markets," in which I showed readers how to help protect their finances in turbulent times. I've written updated versions of both Crash Proof and The Little Book since then, talking about how my predictions fared and why the worst of the crash is still ahead of us. I also wrote a book with my brother based on a popular comic book my dad wrote in the '70s. "How an Economy Grows and Why It Crashes" is an illustrated fable that starts with three guys on an island and uses allegory to explain exactly how we got into our current mess.
In the 2010 election season, I ran for the US Senate seat of retiring Senator Chris Dodd in my home state of Connecticut in order to bring attention to the mounting problems in this country. While I did not win the seat, my message of fiscal and monetary sanity was brought to a new audience of voters and political leaders.
I've had a regular video blog on YouTube since 2009, called The Schiff Report (www.youtube.com/user/SchiffReport) and, after giving up my long-running Wall Street Unspun podcast, I am now the host of a nightly radio show called The Peter Schiff Show (www.schiffradio.com).