RedChip's long history of success includes the first to issue independent research coverage on Starbucks in 1992. Other names RedChip discovered as they were on the cusp of becoming Blue-Chip stocks were: Nike™, MarketWatch.com™, Daktronics™. Over the years, RedChip has evolved into a full-service financial public relations firm, representing hundreds of NASDAQ, NYSE and AMEX companies. The RedChip platform is the most comprehensive platform available today for emerging growth companies. Headquartered in Orlando, Florida, with affiliate offices in San Francisco, Seoul, and Pittsburgh, RedChip reaches hundreds of thousands of investors simultaneously with its robust platform of services and products. Specialties: Small-Cap Equity Research, Financial Public Relations/Investor Relations, Achieving Fair Equity Value for Public Companies, Institutional and Retail Non-Deal Road Shows
My work in the investment field spans over 30 years. I first became Series 7-licensed in 1980, and again in 2012 (now inactive), and have maintained a spotless regulatory compliance history throughout my career. I am a retired CPA and hold an accounting degree from Babson and Harvard MBA, along with CFA (Chartered Financial Analyst), and CFP (Certified Financial Planner) designations.
Data Driven Investing, a book I co-authored in 2004, may be viewed through Google Books at http://bit.ly/11uTzq6 . The book fully documents (with Fidelity statement excerpts) the 788% returns earned between 7/00 and 3/04 in my highly diversified, small cap value stock portfolio. Note that past performance does not guarantee future results.
In fact, my returns since 2004 have been significantly lower and are unlikely to ever approach 2000-2004 levels, due to my adoption of a more conservative style and the unusually high returns of small cap value from 7/00-3/04. As of 6/25/2016, my compounded annual returns for the past 16 years were 23.5% (including gains of 24.0% since 6/30/15). My recent returns have been boosted by synergies between crowdsourced research (i.e. Seeking Alpha) and the quantitative algorithms I've developed.
I'm currently the CEO of a business that will be publishing stock ratings based upon the strategies I use to manage my own money, and I intend to publish updated documentation of my returns as soon as permission to do so is received from the brokerages involved.
I started following the stock market few years ago.
After a couple of wrong bets and bad advises, I have decided to take charge of my money! Do some studies on the matter and try to understand better the stock market mouvements, in order to maxime my utility in each investments.
I'm an amateur, and doing this on my spare times only.
Private investor. Love to follow: event driven investments, contrarian, small to mid-sized companies, disruptive game changers.
15 years of experience. I have a bachelor's degree in Business Administration, I have worked as a financial advisor, and maintain lots of experience in brokerage operations.
Interested in technology and financial markets. Undergrad in engineering, MS in Comp Sci and an MBA in finance. Building tools for individual investors to make more informed decisions about the stocks and mutual funds they choose.
Identify businesses that have long-term sustainable growth opportunities and are trading at a good value.
Graduated third in my class at NYU School of Commerce in 1962, tops in Public Accounting;
non-practicing CPA, former corporate manager, now sole owner of a publisher of magazines for stamp collectors, and a small investor.
I was formerly EVP of a major International Investment Bank, and prior to that SVP of a Wall Street retail brokerage firm. I've "retired" to Florida where my involvement with stock and real estate investments takes almost as much of my time as my Wall Street work days.
For over five decades I have been analyzing and investing in stocks and have been through it all, the boom times as well as the crashes. My initial investments were while I was in college pursuing an engineering degree and then an MBA in Finance, and I've been an active investor ever since.
I take an analytical as well as pragmatic approach to investing in stocks with a particular focus on undervalued companies in promising industries. My concentration is with long term growth investments as well as with short term special situations that display promising potential. If the potential with a stock in the latter category materializes, the investment either moves into my long term portfolio or is liquidated with the proceeds plowed back into other worthy investments.
Employing all aspects of technical analysis and market timing, I analyze, evaluate and synthesize individual company profiles, financial data, news releases, market and industry trends, "Stock Watch" lists, analysts’ research, information provided by companies’ Investor Relations staff, etc. I tend to favor firms with rapidly growing sales, a solid balance sheet, high potential product(s) and pertinent insider buying/selling activity.
The lesson that I have learned over the years is NOT to make investments based upon emotion or the hype of the moment, but rather to do due diligence on the relevant facts. If I find that I have made a bad investment decision, I sell it and move on. Emotion should be restricted to loved ones, not investments.
I am an investor relations consultant with 25+ years experience steering IR strategy and outreach for over 100 companies across a range of industries. We launched Catalyst Global in early 2012 to serve as a platform for innovating the IR role to better address the radically different dynamics and needs of public companies and investors.
Catalyst's mission is combining senior level experience and counsel with targeted outreach and efficient communications to deliver real change and share price results for "smidcap" companies in today's markets. We understand relationships and credibility take time, and we root all our work in integrity, candor and a focus on ROI.
I post on Seeking Alpha to expand the reach of client and other investment stories we like - and to understand the nature of these new channels of communication. Networking ideas and working with new media is integral to the IR function - plus it's fun.
CG Focus List is a separate service we use to highlight specific investment stories brought to us by some of the really smart investors we know. Profiled companies can be clients, ex-clients, non-clients or desired clients - but they are stories that offer very attractive investment potential and commensurate risk (there's no free ride in investing!)
My posts are NOT endorsed by the Companies on which I write - client or otherwise. We believe in truth and fair play at all times, and at all costs, and gravitate to those who share that view.