Individual value investor. Currently acquiring credentials to sit for the CPA exam. I enjoy and read many books about investing, finance, and accounting. My main desire is to learn how to value companies. I have a small portfolio but I look to invest a larger share of my monthly income soon. If I am wrong I want to be set right.
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Ranked #18 overall blogger by TipRanks for 2014.
University of Virginia, class of 2011 B.A. English
I am a young investor focused primarily on dividend growth stocks. Seeking Alpha, and more specifically, the dividend and income community that exists here, has played a significant role in my development as a portfolio manager. I am not a professional, though I do manage my family's finances. I enjoy the process; the research, the decision making, the strategic planning...and not paying a financial adviser to do the work for me. I've built what I believe to be a conservative, diverse, and balanced dividend growth portfolio currently consisting of 48 positions. Thus far, I've been able to meet by goals from income, income growth, and capital appreciation standpoints. I use a wide variety of metrics, both fundamental and technical, when establishing fair value when doing my due diligence on an individual company. All of my methods are discussed in my work here. I hope this work inspires debate, conversation, and education - this is why I write for Seeking Alpha, to give back to the community that has helped me so much and to hopefully contribute, in some way...even if its by posing a question, to the growth of others.
Lastly, I began doing this in early 2015 and I plan on continuing to do so: I donate as much of the earnings that I get from SA on a monthly basis to various charities. Depending on how active I am writing each month, and what sort of side projects I have going on at the farm my wife and I recently purchased, the amount donated each month differs. However, I am pleased to be able to give back - I think its important to stay grounded and gracious when focusing so much on finances and these monthly donations help me not to lose sight of generosity.
*I should note that all articles that I write here are done so for my personal informational/educational purposes only. Any purchases that I make or opinions that I express are not meant as recommendations for anyone else. Please perform your own due diligence before following my lead into or out of a position. I am not a professional. I enjoy investing and the open discussion that articles on this site inspire - this is why I write, not to influence anyone else's decisions, but to enhance my own ability to make sound financial choices. That being said, I wish the best of luck to everyone. May we all meet our own financial goals.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
I apologize to investors who follow my articles, but I don't currently plan to resume any involvement with SA, though that may eventually change, if the site ever implements/enforces deterrents to web stalkers. For now, I only publicly share opinions on stocks via Twitter, StockTwits, etc. The rest of what follows is my normal profile, so I won't have to rewrite it, should I ever continue posting on SA. Best of luck investing. Cheers. I run a small family office managing long-term portfolios and special projects beyond the capital markets. I'm fortunate to have worked for a NYSE-traded financial firm for the decade through 2010, but I am not an adviser, my articles only share our investing actions/opinions, and they are not investment advice. Proof is in the pudding, so here are our stock portfolio returns from the most recent five years: 2011 +37%, 2012 +32%, 2013 +52%, 2014 +11%, 2015 +14%, 2016 +37% (those are only capital gains, but all except 2 out of ~25 holdings pay dividends). Returns are moderating as expected, since most all positions were rebuilt/opened in 2010-2012 at extreme undervaluation levels, yet only 1-3 new positions are opened in each more recent year at moderate undervaluation levels. I also trade around our core positions for short-term profits, but I do not include trade gains in portfolio return tracking, and my articles are strictly about long-term investing. My investing career started in the 1980s, and the transition to full-time was finalized in 2009. I only list returns from 2012 because that's when I became most active on SA, and the stock calls that led to those results can be verified here. For 2008-2011, my focus was shorter-term trades, which made total annual returns harder to tally, so without wasting time backtracking, I can only say returns were worthwhile. For most years prior, I was a blue-chip-only, buy-and-hold guy, which also worked well, so I still own most of those stocks in accounts separate from our actively-managed portfolios.
Currently working as an Equity Analyst, where I focus on investment idea generation through detailed financial analysis and company contact.
Prior to this, I was working as an investment analyst responsible for idea generation at a boutique small cap equities manager.
Amongst other responsibilities, I focus was on generating investment ideas using fundamental and technical analysis as well as detailed financial modeling. I holds a Bachelor of Commerce (Finance and Econometrics) and a candidate for the Level III examination of the Chartered Financial Analyst program and the Level II examination of the Chartered Alternative Investment Analyst program.
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
Follow me on Twitter: @NewConstructs
David is CEO of New Constructs (www.newconstructs.com), an independent research firm that leverages proprietary technology to find key insights from the Financial Footnotes of 10Ks and 10Qs. Having analyzed over 70,000 annual reports and their Financial Footnotes, New Constructs helps protect clients from the red flags/unknowns in SEC filings.
David is a distinguished investment strategist and corporate finance expert. He is a member of FASB's Investors Advisory Committee, and he is author of the Chapter “Modern Tools for Valuation” in The Valuation Handbook (Wiley Finance 2010).
David's insights into the markets and his stock picks have been popular with a wide variety of media outlets.
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.
Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.
Lambros Papaeconomou is the Director of NYFEX Equity Research (formerly known as NYFEX Asset Management LLC), an independent equity research practice specializing in the shipping industry. Lambros has over 20 years of work experience in the shipping industry, having worked for Maritime Overseas Corporation, Southern Star Shipping Co., & Mallory Jones Lynch Flynn & Associates. Lambros studied Naval Architecture & Marine Engineering at the National Technical University of Athens. He holds an MBA from the University of California at Berkeley, and is certified as a CPA by the State of Illinois.
I hold a B.S. in Accounting.
"[T]he function of the margin-of-safety is, in essence, that of rendering unnecessary an accurate estimate of the future. If the margin is a large one, then it is enough to assume that future earnings will not fall far below those of the past in order for an investor to feel sufficiently protected against the vicissitudes of time."
"Needless to say, the analyst must take possible future changes into account, but his primary aim is not so much to profit from them as to guard against them. Broadly speaking, he views the future as a hazard which his conclusions must encounter rather than as the source of his vindication."
"[F]inding the really outstanding companies and staying with them through all fluctuations of a gyrating market proved far more profitable to far more people than did the more colorful practice of trying to buy them cheap and sell them dear…These opportunities did not require purchasing on a particular day at the bottom of a great panic."
I graduated from the University of Minnesota - Twin Cities and worked in investment banking and as an analyst at Wells Fargo Advisors. I have extensively covered large-cap tech stocks such as Google (GOOG), Apple (AAPL), Amazon.com (AMZN), Yahoo! (YHOO) and Microsoft (MSFT).
You may connect with me via the following social networks:
I would like if you could identify yourself as a Seeking Alpha reader because I love to hear from you.
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.
I spend most of my time reading through annual reports looking for a small-cap stock to feature in my monthly edition of "The Conservative Investor Digest." That is where you can find my best work, and that is where I focus my research. You can become a subscriber here: https://gumroad.com/l/HmqJx
I run the long-term investing website "The Conservative Income Investor" which can be found at: www.theconservativeincomeinvestor.com