I provide economic analysis, market commentary and company-specific research. My general view is to operate a diversified basket of long-term investments in both equities and fixed income. I have a bachelor's degree in economics from San Diego State University (2007), eight years of publishing experience and over a decade of cumulative investment experience. I have been published in several newspapers and magazines, including The Wall Street Journal and Barron's.
Michael Shulman is currently editor of investment advisory services and is the author of Made in America, Otterbourn Publishing, May, 2013 and of Sell Short (John Wiley & Sons, 2009).
Options Income Blueprint is a unique advisory service published by Traders Reserve and based on fundamental analysis with recommendations for option selling strategies and positions to generate consistent monthly income.
Made in America: Inside Stories of Success is built around four factories -- Trek Bicycles, Red Wing Shoes, the GM Flint Michigan pickup truck assembly plant and Airstream. The book pushes aside the myth of the decline in the US manufacturing - the US is still the world's largest manufacturing nation - through the success of these four factories and companies.
Mr. Shulman joined the Traders Reserve after ten years with InvestorPlace Media, his turn to financial advisory services coming after more than twenty years actively involved in the development of new technologies. He was founder and CEO of an internet company, AtYourBusiness.com, sat on the board of The NextGen I venture fund, worked as a consultant or founding employee of several technology startups, was a product manager for a Silicon Valley Start up when the country had 49 personal computer companies and did similar work in the mid-1980s for AT&T.
Mr. Shulman graduated Georgetown University with a degree in philosophy in 1977, worked in the renewable energy field for five years – same vocabulary, hope and promises as we are hearing today - before moving to the marketing of industrial and agricultural products with several New York firms. When asked if there is a thread in his career his answer is “Yes. Change, what is new. And what other people are missing, things they think are not normal - things I see as becoming a standard or success."
A day trader by heart turned long term investor, I enjoy developing fundamental views on long term trends. My area of focus tends to be commodity related, as I like the volatility that the sector presents. I have been trading for 5 years, and just recently switched to a more fundamental value approach geared toward capturing large moves in mega trends.
Formerly Chief Market Strategist at Capital Ladders Advisory Group LLC. After the sale of certain of CLAG's retail and institutional assets in October 2015, I have commenced my latest venture in the CPG industry which is centered on the development and licensing of consumer and commercial technology. https://www.linkedin.com/profile/view?id=AAIAAA3lJ9IBNi1rhhFzRWElkJl4MpyNuIiHglQ&trk=nav_responsive_tab_profile
CooLinX Integrated Technologies develops technologies for the beverage and CPG industry. We are presently effecting licensing agreements with multi-national brands and co-developing products aimed for mass market consumption.
I've been in investment management since 1990, currently as the money manager for Worm Capital. I received my law degree from the University of Oregon in 1984, worked as an accountant for the international accounting firm KPMG, then got involved in investing. I've written over 300 columns for The Financial Times, TheStreet.com, Realmoney.com and SeekingAlpha.com.
Tim Iacono is the founder of the investment website 'Iacono Research', a subscription service providing market commentary and investment advisory services specializing in natural resources.
He also writes a financial blog known as 'The Mess That Greenspan Made', a sometimes irreverent look at the many and varied after-effects of the Greenspan term at the Federal Reserve.
Use the links below to visit Tim's website/blog.
Daryl Montgomery is the organizer of the New York Investing meetup, a 7,000 member educational group that provides the public with unbiased stock, bond, currency and commodity market information. For details, see: http://ow.ly/Y6CNhT (it's free to join). The group is the largest investing meetup in the world. It holds monthly general meetings, offers small classes on investing topics, has webinars and provides individual tutoring.
Montgomery, a former professor and expert witness in court cases on data reliability (up to the Supreme Court), has written a number of books on investing and approximately 700 articles on financial topics. He was formerly the chief blogger for the "Helicopter Economics Investing Guide". He has done extensive research on optimal use of technical indicators. Montgomery has never worked for, nor has any association with any Wall Street company and this allows him to bring an independent perspective to market analysis.
The New York Investing meetup's strength is in calling market turns. It called the top in gold and silver in March 2008 and the exact day of the oil bottom in February 2009 and almost the exact peak price in Silver in 2011. The group went to an all-cash position starting in September 2015. The New York Investing meetup uses its own approach to technical analysis and currently has access to a proprietary model that predicts tops and bottoms in stocks and commodities.
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc. Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client. Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
I’ve put a lot of thought into planning my personal finances, and you can gain the benefit of my insights through my posts here and on Thoughtsworththinking.net. Like most investors, I was shocked by the financial crisis that emerged in 2008, and I have found the impetuous and often contradictory opinions expressed by some professionals on markets and the economy to be largely unhelpful. I have come to the conclusion that many (but not all) commentators lack the objectivity and perspective to speak credibly about the future.
In addition to holding a Master’s degree from the London School of Economics, where I studied the relationship between politics and the world economy, I am certified as a Financial Risk Manager (FRM) by the Global Association of Risk Professionals (GARP). But I think my most important experience in writing for Seeking Alpha is the work I put into making my own financial decisions. I don’t expect or recommend that anyone accept my opinion as sacrosanct, but as one of many perspectives that can add value to a studied investment decision. My goal in every article or opinion I offer is to provide something—whether a fact or confluence of arguments—that you will not be able to find anywhere else, using the experience, perspective, and research capabilities I bring to the table.
The information I provide on this web site does not constitute professional investment advice, and should only be used in consonance with all available information, including the opinion of a professional adviser, to make an investment decision.
Please visit Thoughtsworththinking.net
I live in the metropolitan area of Washington, D.C.
Alex B. Gray is the founder and editor of the Scavenger Report newsletter and the ScavengerReport.com website. The Scavenger Report is a research-focused investment newsletter for the independent-minded investor. The ScavengerReport.com website also contains independent research on individual stocks and related articles.
Alex has been an entrepreneurial thinker and private investor for most of his life. Alex is drawing on his over 20 years of experience as a private investor and his very broad experiences as an entrepreneur and corporate executive to uncover opportunities primarily in the equity markets. Prior to founding the Scavenger Report, Alex co-founded a web services company, two e-commerce businesses and an e-commerce software solutions company.
Previous to his entrepreneurial ventures Alex served as Senior Vice President and CIO of American Investment Bank, a former subsidiary of Leucadia National Corporation (NYSE: LUK) and Senior Vice President of Tranex Credit Corp. In addition, Alex has provided independent consulting services to companies in the finance, banking, transportation and real estate management industries. His consulting work was primarily focused on process improvement, cost reduction, risk management and acquisitions.
After a decade on Wall Street, I've finally left to start my new venture and focus on some of my other passions. I am also able to spend more time searching for the next great investment opportunity. On top of all that, I'm finally able to blog my ideas so that I can share them with others.
Over the years, I've developed a relative value investing style that lies somewhere between libertarian and contrarian in that I am not afraid to think freely, even if it against the grain at times. During my tenure on Wall Street, I've had experience working with a variety of companies ranging from Fortune 500 companies to small-cap companies across a number of sectors. In addition to advising such companies negotiate mergers and acquisitions or undergo financial restructurings, I also worked with several private equity funds and hedge funds, ranging from TPG and Apollo to Cerberus, Avenue Capital and D.E. Shaw. Such experience working side by side with investors who have a deep rooted understanding of intrinsic value combined with my own personal investing since the mid nineties, I have developed a disciplined approach that I hope others will find beneficial as well.
Our mission is to help individual investors earn profits by providing a source of independent, unbiased and profitable investing ideas. StreetAuthority provides in-depth research, plus specific investment ideas and immediate action to take based on the latest market events. We accomplish this via one of the most popular financial web sites in the nation, StreetAuthority.com, and by publishing over a dozen widely-followed financial newsletters with a total of more than a million subscribers.
Follow us on Twitter: @StreetAuthority
Mr. Steven M. Rogé serves as Portfolio Manager with R.W. Rogé & Company and co-portfolio manager and president for the Rogé Partners Funds. After graduating from Bryant University in Smithfield, RI, with a Bachelor of Science degree in finance and economics, Mr. Rogé assumed the full-time position of portfolio manager at the firm. Mr. Rogé served on the Executive Board of the Finance Association at Bryant University and was inducted into Omicron Delta Epsilon, the international economics honor society.
Mr. Rogé currently serves on Bryant University’s Archway Investment Fund Investment Advisory Board, mentoring Bryant University students in the area of portfolio management and securities analysis.
Mr. Rogé is a current member of the Boston Security Analysts Society (BSAS). Mr. Rogé is a former member of the New York Society of Security Analysts (NYSSA) and is the former chairman of the NYSSA’s Value Investing Committee.
In addition, he has completed the Chartered Mutual Fund CounselorSM certification program and is a member of the Financial Planning Association (FPA). He holds the FINRA Series 7 and 63 securities registrations.
Mr. Rogé has been awarded a certificate of completion for the Investment Decisions and Behavioral Finance program, Oct, 14-15, 2010, at Harvard University’s John F. Kennedy School of Government, Executive Education.
Mr. Rogé is frequently quoted in the national and local press, with articles appearing in The Wall Street Journal, BusinessWeek, Kiplinger’s Personal Finance, Smart Money, Bloomberg, The New York Times, Dow Jones Newswires, Newsday, TheSteet.com, Fox Business News, U.S. News and World Report, Barron’s, Investment News, Financial Advisor Magazine, BottomLine Personal, The Wall Street Journal Transcript, and CNBC’s “MSN Money.”
Mr. Rogé has appeared on Fox Business Network, Fox News and CNBC as an expert stock picker and is the co-author of the financial self-help book The Banker and the Fisherman: Lessons in Life, Wealth, and Happiness for the 21st Century.
Mr. Rogé has been selected as a contributing editor for the following financial-related resources: Forbes.com, SeekingAlpha.com, SumZero.com and Morningstar.com
Mr. Rogé servers as a member of the Finance Committee for the Town of Rowley, MA, is a member of the Ipswich, MA, Rotary.
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.
I graduated from the University of Washington in Business Administration with an Accounting Major. In the early 1970’s, I was employed by the brokerage company Kidder Peabody & Co. (a subsidiary of General Electric Co. at that time). I became a Certified Public Accountant and worked as a state examiner on the financial audit team of the Washington State Auditor’s Office. In 1978, I formed my own CPA firm and later became the managing principal of a regional CPA firm. My area of practice was tax preparation, tax planning, investment planning, financial and life planning. I also audited small public companies and brokers.
For the last 3 1/2 years I have been the president and CEO of a small oil exploration company with leases and operations in Eastern Kansas.
I have been an investor for over 50 years and have invested in just about every type of financial investment: partnerships, stocks, options, ETF's, mutual funds, closed end funds, commodities and fixed income investments of all types. The only things I have not invested in are Forex and derivative contracts.
A*L was established in 2010 by Jon Carnes, a growth and value-oriented investor who lived for six years (from 2005 to 2011) in China where he researched and invested in dozens of Chinese companies, first long (2005-2009) and then primarily short (2010-2012). Mr. Carnes outperformed other investors by performing extensive “on the ground” due diligence, conducted by a team of experienced analysts and local researchers. His investment opinions were greatly respected by other China focused fund managers attracted to the booming economy but wary of getting duped.
Over several years of scrutinizing over a hundred companies in every corner of China, Mr. Carnes realized that many of those that had gone public were seriously exaggerating their financial performance in their SEC filings. Investors raced to invest billions into Chinese companies that were dishonest and legally accountable to no one, a recipe for disaster for investors, both large and small.
Deciding to take action, Mr. Carnes decided to publicly expose the most egregious frauds he had discovered over the years, focusing on the worst offenders: companies that had exaggerated their profitability by at least 100%. In February 2010, he published a series of reports titled “Management Leaving Investors Stuck at the Pumps” showing that China Natural Gas (formerly NASDAQ: CHNG) management defrauded investors by failing to disclose and likely misappropriating $20 million from an acquisition of an undisclosed related party.
Unfortunately, when CHNG discovered that Mr. Carnes wrote the reports, its chairman Qinan Ji responded by sending an agent to threaten him where he lived in China. Frightened by Ji’s threat, Mr. Carnes removed the reports from the Internet. From this point onward Mr. Carnes knew that publishing the truth while living in China might get him killed.
Mr. Carnes nevertheless chose to remain in China to continue exposing fraud. Knowing that the safety of his researchers depended upon absolute secrecy and anonymity, he published my reports anonymously online using the obvious pseudonym “Alfred Little.” Beginning with CHNG, over the next two years Mr. Carnes exposed a diverse array of investment fraud committed by a U.S. listed Chinese companies.
After two years, CHNG Chairman Qinan Ji’s effort to conceal his fraud finally failed. On 9/21/11 NASDAQ halted trading of CHNG and on 3/8/12 CHNG was delisted. Most importantly, on 5/14/12 the SEC filed fraud charges against CHNG and its Chairman Qinan Ji.
Two more of the companies that Mr. Carnes first exposed faced the same fate. On 2/22/12 the SEC charged Puda Coal (formerly AMEX: PUDA) Chairman Ming Zhao with fraud, confirming each of the allegations in his 4/8/11 report, “Puda Coal Chairman Secretly Sold Half the Company and Pledged the Other Half to Chinese PE Investors.”
Then on 4/23/12 the SEC charged SinoTech Energy (formerly NASDAQ: CTE) and two of its officers with fraud. On 8/16/11, Mr. Carnes was the first to blow the whistle exposing CTE’s massive fraud in a report titled “SinoTech Energy: Enhanced Oil Recovery or Capital Extraction.” Unlike other numerous smaller “reverse merger” frauds, Sinotech was a $168 million IPO listed on NASDAQ underwritten by UBS and Lazard Capital Markets and audited by Ernst & Young.
Three companies, Deer Consumer Products (“DEER”), Sino Clean Energy (“SCEI”) and Silvercorp Metals (“SVM”) criticized in reports published by A*L sued Mr. Carnes for defamation. The three companies coordinated their legal and retaliatory efforts, both in the U.S., Canada and China to silence Mr. Carnes.
The epic battle that followed ended swiftly in a complete rout. NASDAQ delisted DEER and SCEI. SVM and DEER both lost their defamation claims against Mr. Carnes. SCEI abandoned its defamation claim against Mr. Carnes.
After winning the battle against DEER, SCEI and SVM, A*L emerged with the best track record of any China focused investment blog.
I am a professional investment manager and the founder/CEO of Kuma Star Capital, LLC.
My background is in chemistry and materials engineering. My investing specialization is in growth stocks with an emphasis on short-selling, US technology stocks and Chinese ADRs.
Shaun Rein is the Founder and Managing Director of the China Market Research Group (CMR), the world's leading strategic market intelligence firm focused on China. He works with Fortune 500 and leading Chinese companies, private equity firms, SMEs, and hedge funds. Clients include Apple, Yum! Brands, Richemont, DuPont, Ecco Shoes, LG Electronics, Samsung, Unitas Capital, CLSA, China Capital Today, Hutchison Whampoa, Lane Crawford, Hard Rock International.
He is the author of the international best-selling book "The End of Cheap China: Economic and Cultural Trends that will Disrupt the World” published by John Wiley & Sons in the US.
Rein is a columnist for Bloomberg BusinessWeek on business in China and teaches executive education classes for the London Business School. He previously was a columnist for CNBC and Forbes. He is often featured in the Wall Street Journal, Fortune, and The Financial Times and frequently appears on CNBC, Bloomberg, BBC, and CNN.
He earned his Master's degree from Harvard University focused on China's economy and received a BA Honours from McGill University. He sits on the Asia Council for St. Paul's School.
Sean Wright manages the Wright Investment Partnership an international long / short hedge fund. Prior to founding his firm, he worked in private equity at Allianz Capital Partners and in investment banking at Donaldson, Lufkin and Jenrette. Sean graduated from Wharton with an MBA in 2000. Interested investors can find out more at www.wrightinvestment.com.
I invest in U.S.-listed Chinese companies. My website is at www.chinesecompanyanalyst.com.
I take long and short positions in the public securities of companies that I discuss on Seeking Alpha. Although I choose to remain anonymous, I provide full disclosure of my positions at the time of the publishing of each blog post. For all of my posts, I may buy or sell positions in the three days prior to and after each blog post.
Nowhere on Seeking Alpha do I attempt to provide false or misleading information. All facts that I present on this site are true to the best of my knowledge. All opinions presented are my own and accurately reflect my actual opinion on the relevant subject being discussed at the time ...More of writing. To the extent you believe I have provided false or misleading information, please contact me at email@example.com and if I agree with your assessment, I will modify the relevant content in the Q&A section of a given post.
Blogger, Self-Made Analyst, Trader, Investor, Crowdfunder and Critical Thinker. Currently, I am looking for a job in the investment space. Job offers are always welcome.
The name "Dutch Trader" refers to The Golden Age. This was a period in Dutch history, roughly spanning the 17th century, in which Dutch trade, science, military and art were among the most acclaimed in the world.
Dutch ships hunted whales off Svalbard, traded spices in India and Indonesia (via the Dutch East India Company) and founded colonies in New Amsterdam (now New York), South Africa and the West Indies. In addition some Portuguese colonies were conquered, namely in Northeastern Brazil, Angola, Indonesia and Ceylon. This new nation flourished culturally and economically, creating what historian Simon Schama has called an "embarrassment of riches". Speculation in the tulip trade led to a first stock market crash in 1637, but the economic crisis was soon overcome.
In 1602 the Dutch East India Company was founded. It was the first-ever multinational corporation, financed by shares that established the first modern stock exchange. This company received a Dutch monopoly on Asian trade and would keep this for two centuries. It became the world's largest commercial enterprise of the 17th century. Spices were imported in bulk and brought huge profits, due to the efforts and risks involved and seemingly insatiable demand.
To finance the growing trade within the region, the Bank of Amsterdam was established in 1609, the precursor to, if not the first true central bank.
My background is Management, Economics and Law. This I studied at Fontys Business School in the Netherlands, with specialization in Banking and Insurance.
My passion is investing, writing, travelling, history, swimming, playing chess and enjoying my family.
I love to analyze companies and sectors and write about it. Main points of interests: China, Biotechnology, Consumer, Energy, Mining, Dividend, OTC Market, Food, Robotics and some other themes.
As an investor I have a bias towards value investing and the markets. All opinions are my own and do not represent the views of my employer.Valuation metrics play an important part of my investment strategies. My investment philosophy is Unloved, Underowned and Undervalued.
One of the best investment quotes is: The key to making money in stocks is not to get scared out of them from Peter Lynch.
Do you have any other business proposals or questions, just write an email to firstname.lastname@example.org
Dutch Trader, The Netherlands================
For the Securities Disclaimer & Disclosure, read:
I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. In addition, my services include a review of individual portfolios along with education of portfolio management techniques.
I have been a Registered Investment Advisor, financial author, and entrepreneur. I bring a variety of expertise to my clients, from personal investment planning and management to stock market analysis skills. I am the creator of the investment newsletter Power Investing with DRIPs focused on timely selections of dividend paying stocks. I have also published two books through McGraw Hill, All About DRIPs and DSPs, and The StreetSmart Guide to Overlooked Stocks.
My work experience covers a variety of fields.Prior to being a RIA, I spent 15 years as a corporate manager at Georgia-Pacific Corp before venturing out on my own, operating several businesses from manufacturing to export marketing management. President Ronald Reagan appointed me to the National Advisory Council overseeing the Small Business Administration from 1988 to 1991.
Now comes the obligatory disclaimers: The opinions and any recommendations expressed in this commentary are those of the author . None of the information or opinions expressed in this article constitutes a solicitation for the purchase or sale of any security or other instrument. Nothing in this commentary constitutes investment advice and any recommendations that may be contained herein have not been based upon a consideration of the investment objectives, financial situation or particular needs of any specific recipient. Any purchase or sale activity in any securities or other instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. The information contained in this report does not purport to be a complete description of the securities market, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and subject to change without notice. Either Mr. Fisher or his employer, if any, may hold or control long or short positions in the securities or instruments mentioned.
I am an independent investor writing at Scott's Investments (http://www.scottsinvestments.com). My site is dedicated to discussing and publicly tracking historically successful investments strategies and sharing free investment resources. I emphasize empirical, historical, and quantitative analysis, portfolio strategies for individual investors and technical analysis.
I have quickly become a highly-rated site on Investimonials, http://www.investimonials.com/blogs/reviews-scottsinvestmentsgmailcom.aspx