With a 33-year history across diverse sectors and market conditions, Easan Katir, a fiduciary Registered Investment Advisor and a member of the Financial Industry Regulatory Authority, manages wealth for families, individuals and retirement plans. He has appeared on financial television and co-hosted a syndicated radio talk show "It's Your Money". He has written about behavioral finance, based on three years of personal mentorship by the legendary Ed Seykota. Katir served as Chairman of Morgan Parsons Inc, with $10 million in sales and 400 employees, which merged with a public company. He graduated from the University of Southern California financial planning program in 1985, and though he does not practice as a CFP now, earned a CFP designation the same year.
I'm an Army veteran and former energy dividend writer for The Motley Fool. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams, and enrich their lives. With 20 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 4-5% yield
2. Offers 9%-10% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
1. Navios Maritime Midstream Partners (NAP)
2. Golar LNG Partners (GMLP)
3. Dynagas LNG Partners (DLNG)
4. Suburban Propane Partners (SPH)
5. Ship Finance International (SFL)
6. KNOT Offshore Partners (KNOP)
7. Sunoco LP (SUN)
8. Summit Midstream Partners (SMLP)
9. Gaslog Partners (GLOP)
10. Triangle Capital (TCAP)
11. Seaspan (SSW)
12. CorEnergy Infrastructure Trust (CORR)
13. Energy Transfer Partners (ETP)
14. Fidus Investment Corp. (FDUS)
15. New Mountain Finance Corp. (NMFC)
16. Ares Capital (ARCC)
17. Annaly Capital Management (NLY)
18. Terra Nitrogen (TNH)
19. Monroe Capital (MRCC)
20. Hercules Capital (HGTC)
21. TPG Specialty Lending (TSLX)
22. Enviva Partners (EVA)
23. ONEOK Partners (OKS)
24. Hoegh LNG Partners (HMLP)
25. Jernigan Capital (JCAP)
26. Starwood Property Trust (STWD)
27. New Senior Investment Group (SNR)
28. Ladder Capital Corp. (LADR)
29. Compass Diversified Holdings (CODI)
30. Goldman Sachs BDC Inc (GSBD)
31. Ares Commercial Real Estate Corp. (ACRE)
32. AmeriGas Partners (APU)
33. Ciner Resources (CINR)
34. Care Capital Properties (CCP)
35. Genesis Energy Partners (GEL)
36. Landmark Infrastructure Partners (LMRK)
37. Blackstone Minerals (BSM)
38. Omega Healthcare Investors (OHI)
39. Tallgrass Energy Partners (TEP)
40. Xenia Hotels & Resorts (XHR)
41. Holly Energy Partners (HEP)
42. City Office REIT (CIO)
43. Gaming and Leisure Properties (GLPI)
44. Pattern Energy Group (PEGI)
45. Sunoco Logistics Partners (SXL)
46. Sabra Healthcare REIT (SBRA)
47. Community Healthcare Trust (CHCT)
48. Main street Capital (MAIN)
49. LaSalle Hotel Properties (LHO)
50. Energy Transfer Equity (ETE)
51. Chatham Lodging Trust (CLDT)
52. Royal Dutch Shell (RDS.A)
53. Chesapeake Lodging Trust (CHSP)
54. Macquarie Infrastructure Corp. (MIC)
55. MPLX (MPLX)
56. Medical Properties Trust (MPW)
57. Apple Hospitality REIT (APLE)
58. 8Point3 Energy Partners (CAFD)
59. Brookfield Renewable Partners (BEP)
60. Stag Industrial (STAG)
61. NRG Yield (NYLD)
62. InfraREIT (HIFR)
63. VEREIT (VER)
64. Armada Hoffler Properties (AHH)
65. Spirit Realty Capital (SRC)
66. HollyFrontier Corp. (HFC)
67. Vodafone (VOD)
68. Hannon Armstrong Sustainable Infrastructure Capital (HASI)
69. Ford (F)
70. NextEra Energy Partners (NEP)
71. GM (GM)
72. PacWest Bancorp (PACW)
73. AT&T (T)
74. Easterly Government Properties (DEA)
75. Brookfield Property Partners (BPY)
76. ONEOK Inc (OKE)
77. W.P Carey (WPC)
78. MGM Growth Properties (MGP)
79. Preferred Apartment Communities (APTS)
80. Hersha Hospitality Trust (HT)
81. RLJ Hospitality Trust (RLJ)
82. Enterprise Products Partners (EPD)
83. Pebblebrook Hotel Trust (PEB)
84. Brookfield Infrastructure Partners (BIP)
85. Magellan Midstream Partners (MMP)
86. Iron Mountain (IRM)
87. National Health Investors (NHI)
88. EPR Properties (EPR)
89. Spectra Energy Corp. (SE)
90. Lazard Ltd. (LAZ)
91. Chevron (CVX)
92. Helmerich & Payne (HP)
93. Tallgrass Energy GP (TEGP)
94. Valero Energy Corp (VLO)
95. Maiden Holdings (MHLD)
96. EQT Midstream Partners (EQM)
97. Oceaneering International (OII)
98. Dominion Midstream Partners (DM)
99. Toronto-Dominion Bank (TD)
100. Invesco (IVZ)
101. ExxonMobil (XOM)
102. L Brands (LB)
103. Suncor Energy (SU)
104. Wells Fargo (WFC)
105. Gilead Sciences (GILD)
106. EQT GP Holdings (EQGP)
107. Bank of America (BAC)
As a chemist and part-time investor, I focus on technology and natural-resource related businesses and macroeconomic events that influence their prices. I use past trends and technological developments to make decisions on companies that I would invest in. My point of view as a chemist occasionally allows a deeper look at some of the fundamentals of some companies that base their technology on chemical principles.
With more than $3 trillion in assets under management and offices around the globe, Vanguard is among the world’s largest investment management firms. In serving the needs of financial advisors, individual investors, and institutions, we are guided by one constant: to put clients first.
REIT Data Market is a boutique real estate research and technology firm that provides our data for a fee to all of those looking to expand the REIT universe and pursue their own analytic endeavors. At REIT Data Market, we also build geo-centric data models and apply unique anticipatory analytical methodologies to produce superior recommendations and returns for our clients.
I suspect that most preferred income 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 fixed income investor, my trading history boasted the opposite, buying high and selling low. Tis sad but true, over those years, I've given more to the market than I've 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 market success. The Art & Science of Preferred Dividend Investing details my history, education and growth as a preferred investor and the lessons I learned along the way. I want to share that knowledge by introducing you to this effective, profitable, and safe way to invest in preferred equities.
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
Seeking alpha has been one of the "go-to" sites for the investors in our family. We would like to strike a perfect balance between short term trading and long term investing, hence the name "Tradevestor".Good luck investing. In the interest of full disclosure, this is a group account handled by Father and Son. The Father was a trader for quite a few years years with mixed returns, while the son started out a few years ago with DGI and has slowly convinced the Patriarch towards investing rather than trading.
Disclaimer: Please do your own due diligence before buying or selling any stock. Ideas and thoughts presented in the articles are not professional recommendations.
The Chilton REIT Team manages approximately $360 million in Separately Managed Accounts (SMAs) for high net worth individuals and institutions. Additionally, the team is a sub-advisor for a mutual fund focused on REITs and real estate related entities, the West Loop Realty Fund (tickers: REIIX, REIAX, and REICX). The team is composed of Co-Managers Bruce Garrison, CFA, and Matt Werner, CFA. Blane Cheatham serves as REIT analyst assisting in REIT recommendations. Mr. Garrison has over 40 years of experience analyzing public REITs both on the buy-side and the sell-side. Mr. Werner joined Mr. Garrison on the Chilton REIT Strategy in 2009. Chilton Capital Management is a Registered Investment Advisor (RIA) located in Houston, Texas with approximately $1 billion under management. The minimum SMA investment is $250,000. For more information, please visit the website at http://chiltoncapital.com/reit-strategy.html or email firstname.lastname@example.org.
Retired Pharmacist. Call me Rose. Nose= Knows enough to know I need to keep learning and keeping a great dividend paying nest egg growing upwards. I also enjoy total return, but it is not my primary goal, it just happens to follow when buying great quality companies.
My 88 stock portfolio is listed here by sector, largest holding by value is listed first. Updated 10/20/2016.
Consumer Defensive (15): KO, PM, GIS, MO, TGT, KMB, CVS, DEO, PG, PEP, MDLZ, CL, KHC, UL. RAI -
Consumer Cyclical (8): MCD, SBUX, GPC, NKE, HAS, MAT, VFC, HD -
Healthcare (7): JNJ, ABBV, AMGN, CAH, BDX , GILD, PFE-
Energy (4): XOM, CVX, OXY, VLO, -
Tech (2): ADP, CSCO -
Industrial(8): BA, UNP, MMM, CMI, GWW, LMT. -
Financial (8): NRZ, ARI,, LADR, BXMT (mREITs) TROW, MA, V, WFC,
MET , CTO -
BDCs (7): ARCC, MAIN, PNNT, HTGC, NEWT (small), PSEC, GAIN -
REAL ESTATE or
Healthcare eREITs (5) : OHI, VTR, HCN, NHI, CCP, -
Equity Reits (12): WPC, DLR, O, CLDT, STAG, LXP, UBA, SNR (small), APLE, SPG, NSA -STWD (hybrid)
Telecom (2): VZ and T -
Utility (10): SO, D, XEL, MGEE, WEC, DNP, LNT, CNP, EXC, FE -
DNP is a CEF which predominately holds Utilities.
We are a team of market professionals with 18 years combined experience as investment advisers and stock analysts. We specialize in the transportation sector (rails, air freight, ports, shipping and logistics). We use our deep knowledge about this space to help readers earn higher risk adjusted returns. In addition, we have 11 years of experience trading options and use these to generate extra income. A client with a $100,000 dollar portfolio can expect an extra $3,000 to $8,000 from these investments.
At TD Ameritrade Holding Corporation we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value.
We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade – not the other way around
REIT Wrecks, hosted on www.reitwrecks.com, is a product of the mortgage maelstrom and the investment opportunities it has created in the REIT stocks and commercial real estate debt and equity.
The author has 20 years of experience in the financial services industry, most recently as an Executive Director in the Structured Finance Group of a large investment bank. He now owns and manages a portfolio of multifamily real estate. REIT Wrecks combines a love of writing, a passion for investing, and extensive technical knowledge of the capital markets, including securitizations, conduits and commercial mortgage backed debt and equity.
2nd Market Capital Advisory specializes in the analysis and trading of real estate securities. Through a selective process and consideration of market dynamics, we aim to construct portfolios for rising streams of dividend income and capital appreciation.
I had my first passbook account in the 1960s, and lost money in the 1987 crash. Subsequently, I have run investor chat rooms and an investing blog. I also am a published author and write a film animation blog at animatedfilmreviews.filminspector.com.
I bought my first Manhattan property in 1993 and also own property in Colorado. I enjoy investing in real estate and writing about it. I invest in income stocks such as REITs and consider that my area of expertise.
Oh, and I was mentioned in "Scam Dogs And Mo-Mo Mamas: Inside the Wild and Woolly World of Internet Stock Trading" (2000), by Wall Street Journal reporter John R. Emshwiller, a good guy. It's about the bad old dot.com days.
Moderately conservative individual investor that tends toward value investing but not exclusively. Learning new strategies and look forward to sharing in dialogue with others here to learn. I also teach a financial management for non-financial managers class as an adjunct professor that touches on financial statement and project financial analysis. While not very risky in my outlook, knowledge offsets risk, so I consider non-standard investments too when I can educate myself and understand them.
Fredrik Arnold is my pen name. In 2012 I retired from doing quality service analysis for John Hancock Long Term Care Insurance in Boston then moved to North Carolina in 2013. My fascination with capital preservation, fixed fractional trading, and trading systems keeps me blogging for Seeking Alpha. Most of my articles focus on dividend yields and analyst mean 1 yr targets as stock trading indicators. These are essential tools for catching the most valuable dividend dogs.
Who I Am: I'm a retired individual investor. I retired at the end of 2013 after a 35 year career as a professor and research scientist at a major research university. So -- a career as a researcher and an educator, which is what I hope to continue here. Virtually every good teacher I've ever known says some version of "I learn more from teaching than my students do." There's a lot of truth in that, enough that there's an underlying selfish motivation for my writing here as I continue to learn about investing.
My professional life involved multiple international projects and collaborations, so I traveled extensively over those 35 years. I plan to continue doing so in my retirement. One consequence is that I'm liable to disappear from the site for extended periods. How can you miss me if I don't go away?
My investing priorities are building and refining portfolios designed to provide income and capital growth: Income for my retirement needs, and capital growth for my estate. My investing interests are tax-advantaged income from a range of sources, portfolio strategies, information- and bio-technology, and momentum-based strategic allocation.
Why I Write for Seeking Alpha: I learned long ago that "writing is nature's way of letting you know how sloppy your thinking is." The line comes from a Guindon comic strip of many years ago, and could not be more true in my case. When I did research professionally, I learned that writing it up forces me to think about details I might otherwise overlook. It's how I spent my working career, so it comes more or less naturally to me. I consider it an essential part of doing any research. So, the writing I do here is as much for myself as for the reader. As I started to contribute articles here, they grew out of research for my personal investment portfolios. They're based on things I've uncovered that are of interest to me and may be of interest to others of like mind. My primary purposes in writing them are to help clarify my thinking and to get feedback from others who may have very different opinions. It's those thoughtful comments that make Seeking Alpha such an important resource.
I try to actively engage myself in the comment streams in my articles, contributing what I can and learning from others. As a research scientist I spent a career spanning four decades devoted to free exchange of information vetted by rigorous peer review. It's a concept I firmly believe in. I hope to bring that approach to my interactions and contributions on Seeking Alpha and welcome critical commentary on anything I may contribute here. I especially encourage and appreciate thoughtful comments from those who disagree with me (although I will ignore obvious trolls and encourage others to do so as well). So, go ahead, start a conversation in the comment threads. It's one of the best things about Seeking Alpha.
My Investment Philosophies and Strategies: I maintain two portfolios. My income portfolio is a taxable account. I try to keep it separate from the growth portfolio which is housed in a series of IRAs, traditional and Roth. My income focus is on tax-advantaged income. In 2016 I face minimum required withdrawals from my tax-deferred accounts, so tax efficiency is an important consideration. The IRAs I see as my estate and are focused on generational wealth building. That means the growth portfolios have a long-term horizon, well beyond what an investor of my age might be expected to maintain.
Who Is Left Banker? Ah yes, the name. When I first joined Seeking Alpha I had no intention of being anything but an occasional reader. I saw it as another research site. So, I just ported a name I've used on other sites. I spent some of the best times of my life living on the left bank of the Seine and am always thrilled to be back in La Belle Paris. Add that I also like it because I find several subtle word plays there; I'll leave it to you to decipher that comment.
Finally, I've chosen to remain anonymous, which I feel obligated to justify. First, I have no professional role in finance and nothing to sell, so there is no advantage to be gained by "making a name for myself' here. Second, I value my privacy and have kept my internet presence as low-key as my professional life allowed. I certainly want to avoid any possibility of some internet connection trying to track me down. Odds against that happening are, of course, outrageously long, but why take them on at all?
Disclosures: I have no ties to the financial or security industries in any form. My interests are strictly personal. The banker part of the nym has absolutely no relationship to the profession of the same name. Readers should be aware that I am an investing novice, some might say dilettante. I do not give advice; what I publish is much more in line with a research notebook. Anyone who finds anything of interest will necessarily want to do his or her complete research and due diligence. It would be foolish to rely on my conclusions without having done so.
I am a dividend investor and look for undervalued investments in the stock market. I identify misunderstood and undervalued equity investments and hold those securities until their price approximates my estimate of intrinsic value. I am a long-term investor only.
I am building a $100,000 high-yield income portfolio. I am running this portfolio as an experiment to see if long-term sustainable income can be generated from a diversified pool of high-risk, high-yield securities. I am willing to accept high risk in order to meet my performance goals.
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, sustainability, and personal objectives. While the past may be instructive, Aloisi cautions on over reliance.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi was recently elected to a 4-year term on his local school board, garnering the most votes out of 6 candidates.
Brian Nelson is the president of equity research and ETF analysis at Valuentum Securities.
He is the architect behind the company’s research methodology and processes, developing the Valuentum Buying Index rating system, the Economic Castle rating, and the Dividend Cushion ratio. Mr. Nelson has acted as editor-in-chief of the firm’s Best Ideas Newsletter and Dividend Growth Newsletter since their inception.
Before founding Valuentum in early 2011, Brian worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst covering aerospace, airlines, construction, and environmental services companies.
Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, CNBC, and the MoneyShow.
Mr. Nelson is very experienced valuing equities, developing discounted cash-flow models used to derive the fair value estimates for companies in the equity coverage universes of two of the largest independent investment research firms.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Brian led the charge in developing Morningstar's issuer credit ratings, creating and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion.
Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies and manager selection. The principal has been responsible for managing nearly seven billion dollars in credit investments across the capital structure and overseeing the research and trading of credit market activities. Rubicon Associates has written for Seeking Alpha, Learn Bonds, a newsletter and TheStreet.com in addition to advising institutional and private investors.
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
Tom Konrad, PhD., CFA is a financial analyst, freelance writer, and portfolio manager specializing in renewable energy and energy efficiency. He is currently looking for a money management firm to sponsor what he believes would be the first dividend income oriented green mutual fund, based on a strategy he has been managing since December 2013.
. He is Editor at AltEnergyStocks.com.
Tom lives in New York's lower Hudson River Valley. He volunteers for the environmental nonprofit community, runs, and is a woodworker. He's currently using those woodworking skills to renovate (and upgrade the energy performance) of the 1930 farmhouse he lives in with his wife.
He can be reached at tom at tom konrad dot com.
Joseph Ori is founder and President of Paramount Capital Corporation, a real estate investment, financing and advisory firm that provides strategic advisory services, debt and equity capital financing, capital solutions, brokerage, corporate finance and work outs and restructurings for the commercial real estate industry. The firm has completed more than $3.2 billion in real estate transactions.
Dr. Ahanotu is a graduate of Stanford University with over twenty years of experience doing analytic modeling, executing pricing strategies through price optimization, and implementing, developing, and selling enterprise software. He adds to this industry experience another five overlapping years of research in knowledge management and organizational learning. Duru Ahanotu, Ph.D. founded Ahan Analytics, LLC to deliver sustainable, data-driven approaches for improving business performance. He recognizes the unique challenges companies face in leveraging their data to increase revenues, become more efficient, and drive profitability.
Before launching Ahan Analytics, LLC, Dr. Ahanotu was last a Sales Consultant in the Advertiser and Publisher Solutions (APS) group within Microsoft Advertising. In this capacity, he provided product knowledge, functional expertise, and technical support to APS account executives who sold APS’s suite of media monetization products. He led product demonstrations and increased the productivity of the sales team by training and certifying employees on the use and demonstration of the software. Dr. Ahanotu took on this role after Microsoft acquired his former employer Rapt, Inc. Rapt provided software solutions for maximizing revenue and yield for online media publishers.
With Rapt, Dr. Ahanotu last served as an Engagement Manager for a software implementation for a $100 million on-line publisher with a rapidly growing business. With his project team, Dr. Ahanotu created and coordinated novel approaches to inventory forecasting, structuring of product hierarchies, and ETL across software systems for order management, advertising delivery, and Rapt’s software. He also generated a step-by-step methodology for interpreting and using the results of price optimization.
As a Solutions Architect, Dr. Ahanotu served as the lead Solutions Consultant on client engagements and provided technical assistance and guidance to Solutions Consultants on other projects. Dr. Ahanotu designed and implemented price optimization solutions, demonstrating expertise in mathematical modeling, pricing, data analysis, SQL, and relational data models. He led discussions with customers and internal teams to improve implementation processes and product design.
Dr. Ahanotu held oversight responsibility for the analytic modeling for two projects using Price Director, Rapt’s price optimization software. Each project supported pricing decisions in Fortune 50 businesses: one business was a leading online media publisher, and the other was a rapidly growing technology company in a low margin business. Dr. Ahanotu helped the latter client integrate Price Director into pricing workflow. As part of this first-ever client implementation of Price Director, he worked closely with Product Management, Analytic Development, and Software Engineering to ensure that early-stage product functionality met client needs.
Dr. Ahanotu contributed several new methodologies for implementing Price Director analytics and conceptual frameworks for training clients on these analytics. He is a contributor on a related Rapt patent: “Method and System for Producing Optimized Prices for Products for Sale.” Dr. Ahanotu presented a white paper on the pricing of New Product Introductions at the 2006 INFORMS Annual Meeting. The Professional Pricing Society published this paper in The Journal of Professional Pricing (Vol. 16, No. 1, First Quarter 2007) as “Pricing New Products: Turning Portfolio Uncertainty Into Profits.”
Prior to Rapt, Dr. Ahanotu was a consultant with Integral, Inc, a small strategic management consulting firm. During his three-year tenure, he consulted on product development and technology strategy focused on high tech and pharmaceutical companies. Prior to Integral, he developed mathematical programming algorithms for managing and optimizing “Y2K” projects as an independent contractor. Prior to this work, he implemented expert systems for diagnosing and troubleshooting automotive and semiconductor manufacturing equipment as a Business Solutions Project Manager and Consultant for Expert Edge, Inc.
Dr. Ahanotu earned a Master’s and Ph.D. in Engineering-Economic Systems (1999), a B.S. in Mechanical Engineering, and Honors in Values, Technology, Science, and Society (1991) - all at Stanford University.
Stephen Simpson, CFA, is a freelance financial writer and investor.
I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement".
I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell.
I don't share my models, so please don't ask.
More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
Motto: I invest in undervalued (i.e. cheap) well-established companies trading at a below market multiple.
The companies that I invest in are large stable companies with proven track records. My goal is the highest total return possible with the least amount of risk.
Professional Background: I am a healthcare practitioner with extensive experience in the pharmaceutical sector. I have a passion for investing honed over the past twenty years through various market cycles.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
I am a retired engineer with a PhD in Engineering Science (mostly exotic math) together with a Masters in Statistics. I currently manage my website www.superchargeretirementincome.com, where I use my math background to select high-return, low-volatility investments. I also love teaching so I also provide a number of tutorials about all aspects of investing. I am an avid reader and have read just about every book I could find on the stock market. I am still learning so I welcome comments and suggestions. Over the years I have learned that there is no “holy grail”; you cannot receive a good return without taking risks. However, you can choose your investments to reduce risks and those are the kind of investments I like to make. Although financial markets are my passion, engineering is my profession. I have spent the last 30+ years as a program manager at a large aerospace company, working on improving defenses for our U.S. Army customers.