Executive Director of SPVInvestor Research, Inc.
I am evaluating solar companies based on their operational, financial
and growth factors. I can be found on our forum at
My professional background is in distribution, logistics, profit and loss management
within supply chain at the distribution level.
Founder of Old School Value (www.oldschoolvalue.com).
Fundamental Stock Analyzer & Valuation Tool for Value Investors to Save Time & Make Money
- Are you spending a lot of time manually gathering and inputting data into spreadsheets?
- Are you finding it difficult to keep up to date with fundamental company valuations?
- Do you need a way to quickly check whether a company is worth investigating?
- Do you want to know what a company is worth quickly?
The Old School Value Stock Analysis Software is a fundamental analysis and valuation tool that works for you.
Save hours each day by automatically retrieving and crunching the financials for thousands of companies.
Keep up to date easily and find more opportunities by analyzing companies faster and use the 5 valuation models to cross check whether the stock price is an attractive entry price or time to get out.
Learn more at http://try.oldschoolvalue.com/stock-analyzer/
Darren owns ProActive Financial LLC where he provides Financial Planning and Analysis consulting services. Darren's education includes a Bachelors in Economics, an MBA, and a Certificate in Personal Financial Planning.
Investment professional and CFA charterholder. I write on Seeking Alpha as a personal hobby and to elicit feedback on specific ideas and topics, help organize my thinking, and connect with intelligent people.
Portfolio Performance in 2016 as of May 27: +25.1%
S&P 500 at +2.7% => beat market by 22.4 percentage points.
I am a private investor and have been active in the stock market for 15 years. My horizon is medium to long-term or 2-7 years. I am a value / contrarian / yield investor and love to research and read up on companies to identify undervalued gems. I spend significant time tracking the market and I follow the companies I have in my portfolio closely. As I like to say: "I buy a share of a company - not just a piece of paper." I love dividends and distributions and see it as a way to grow my portfolio
In late October 2015, I reentered the stock market after years of absence. I think blue chips generally are way too expensive right now and am instead taking advantage of other opportunities in the market. such as midstream MLPs beaten down by weak oil and natural gas prices (e.g. CEQP, USAC and ENBL). To date, this has been a major success. My bet on SunEdison, TERP and GLBL has not been a success. Thankfully, I got out of SunEdison in time with only a small loss. I have kept most of my TERP and GLBL as I still see value here. I expect a lot from TERP's 3 GW portfolio of assets.
I am not a permabull and believe that one has to get out of the market or reduce holdings during booms and reenter in bad times when even blue chips are trading at ridiculously low prices (IT crisis, financial crisis, ... )
Trading Successes: 1) Probably my best buy was BAC in late Feb. 2009 @ $3.28 (even fell into $2.50s same day!!!!!) during the financial crisis - sold in July for $17 (probably my best return ever given the short amount of time I held the stock); and 2) buying GMLP at $8 and selling for $12 within a couple of days.
Trading Mistakes: 1) Believing in the management of LDK Solar when they were stubbornly maintaining their positive and bullish outlook on shipments and revenues when PV prices were in free fall due to overcapacity. I took a significant loss and sold in the $5.20s when management finally told the truth. I knew then I had to get rid of the stock quick as management could not be trusted. LDK is now trading in the OTC market @ 5 cents a share. I am amazed they got away with misinforming the market like that, but I also should have been more knowledgeable about the PV industry. I learned a valuable lesson. 2) Buying DRYS in late 2008. I got out with a big profit but not because DRYS was a good buy. I just got lucky buying low and selling high and got out when the company announced a dilutive equity offering. 3) SunEdison. Got out with a small loss but I could have gotten burned quite bad. Again, I got out in time. What I am good at: 1) Buying at rock bottom prices during bad times when most people are panicking and selling at ever lower prices; 2) when I make a bad call, I get out in time before things get ugly (see LDK, DRYS above).
On December 3, 2015, I held stock in the following companies (A-Z): FSLR (avg. price paid: $49.07), GLBL ($4.59), SUNE ($3.66), SXCP ($7.11), TERP ($8.06), and VOW3.DE (€98.30).
On January 4, 2016, I held stock in the following companies (A-Z): CLD (avg. price paid: $2.34), CNXC ($8.91), GLBL ($4.52), MT ($4.09), SUNE ($3.87), SXCP ($6.46), TERP ($8.06), USAC ($11.57), and VOW3.DE (€98.30).
On January 26, 2016, I held stock in the following companies (A-Z): CLD (avg. price paid: $2.03), CNXC ($8.03), CEQP ($13.28), FELP ($1.85) - small lottery position, GLBL ($4.12), GMLP ($8.21), MT ($3.95), NMM ($2.16) - small lottery position, SUNE ($3.20), SXCP ($6.29), TERP ($8.92), USAC ($10.25), and VOW3.DE (€98.30).
As of February 4, 2016, I held stock in the following companies (A-Z): CLD (avg. price paid: $2.03), CNXC ($8.03), CEQP ($12.77), FELP ($1.85) - small lottery position, GLBL ($4.12), GMLP ($8.21), HNRG ($4.71), NMM ($2.16) - small lottery position, SUNE ($3.20), SXCP ($6.29), SXE ($0.59) - small lottery position, TERP ($8.92), and USAC ($10.25).
As of March 4, 2016, I held stock in the following companies (A-Z): CNXC ($7.74), CEQP ($11.43), GLBL ($3.59), NMM ($1.39) - small lottery position, SUNE ($2.49), SXCP ($6.29), SXE ($0.59) - small lottery position, TERP ($8.89), and USAC ($10.04).
As of March 24, 2016, I held stock in the following companies (A-Z): CNXC ($7.74), CEQP ($11.43), ENBL ($6.56), GLBL ($3.59), PEGI ($18.35), SXCP ($6.29), TERP ($8.89), and USAC ($10.04).
As of April 22, 2016, I held stock in the following companies (A-Z): CNXC ($7.74), CEQP ($11.43), ENBL ($6.56), GLBL ($3.27), PEGI ($18.57), SXCP ($6.29), TERP ($8.89), and USAC ($10.04).
As of May 27, 2016, I hold stock in the following companies (A-Z): CEQP ($11.43), DHT ($5.70), ENBL ($6.56), GLBL ($3.27), NNA ($1.77), OSG ($1.94), PEGI ($18.57), SXCP ($6.29), TERP ($8.89), TNK ($3.96), TNP ($6.06), and USAC ($10.04). Note: I have closed my position in CNXC.
Risk Tolerance: Very High.
Trading Frequency: 2 trades per week on average.
In addition to his ownership of the Dallas Mavericks basketball team, Cuban is an active investor in leading and cutting-edge technologies and continues to be a sought-after speaker.
Prior to his purchase of the Mavericks, Cuban co-founded Broadcast.com, the leading provider of multimedia and streaming on the Internet, in 1995, selling it to Yahoo! in July of 1999. Before Broadcast.com, Cuban co-founded MicroSolutions, a leading National Systems Integrator, in 1983, and later sold it to CompuServe.
Note: Mr. Cuban is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Mr. Cuban's public commentary.
David Stockman is the ultimate Washington insider turned iconoclast. He began his career in Washington as a young man and quickly rose through the ranks of the Republican Party to become the Director of the Office of Management and Budget under President Ronald Reagan. After leaving the White House, Stockman had a 20-year career on Wall Street.
At the podium, Stockman’s expertise and experience cannot be matched, and he has a reputation for zesty financial straight talk. Defying right- and left-wing boxes, his latest book catalogues both the corrupters and defenders of sound money, fiscal rectitude, and free markets. Stockman discusses the forces that have left the public sector teetering on the edge of political dysfunction and fiscal collapse and have caused America’s financial system to morph into an unstable, bubble-prone gambling arena that undermines capitalist prosperity and showers speculators with vast windfall gains.
Stockman’s career in Washington began in 1970, when he served as a special assistant to U.S. Representative, John Anderson of Illinois. From 1972 to 1975, he was executive director of the U.S. House of Representatives Republican Conference. Stockman was elected as a Michigan Congressman in 1976 and held the position until his resignation in January 1981.
He then became Director of the Office of Management and Budget under President Ronald Reagan, serving from 1981 until August 1985. Stockman was the youngest cabinet member in the 20th century. Although only in his early 30s, Stockman became well known to the public during this time concerning the role of the federal government in American society.
After resigning from his position as Director of the OMB, Stockman wrote a best-selling book, The Triumph of Politics: Why the Reagan Revolution Failed (1986). The book was Stockman’s frontline report of the miscalculations, manipulations, and political intrigues that led to the failure of the Reagan Revolution. A major publishing event and New York Times bestseller in its day, The Triumph of Politics is still startlingly relevant to the conduct of Washington politics today.
After leaving government, Stockman joined Wall Street investment bank Salomon Bros. He later became one of the original partners at New York-based private equity firm, The Blackstone Group. Stockman left Blackstone in 1999 to start his own private equity fund based in Greenwich, Connecticut.
In his newest New York Times best-seller, The Great Deformation: The Corruption of Capitalism in America (2013), Stockman lays out how the U.S. has devolved from a free market economy into one fatally deformed by Washington’s endless fiscal largesse, K-street lobbies and Fed sponsored bailouts and printing press money.
Stockman was born in Ft. Hood, Texas. He received his B.A. from Michigan State University and pursued graduate studies at Harvard Divinity School.
He lives in Greenwich, Connecticut, with his wife Jennifer Blei Stockman. They have two daughters, Rachel and Victoria.
Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A. Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary. Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications. "One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher. Identifying these opportunities has generated shareholders and investors thousands of percentage points in aggregate and is something I’m often recognized by paying subscribers for."
Glen Bradford MBA is a born again independently wealthy accredited private investor and prior hedge fund titan that enjoys the process of discovering where and why he's wrong as soon as possible. He contributes to Seeking Alpha primarily to read people's negative feedback so that he can avoid generating unnecessary losses.
The absolute best you can do is give someone an opportunity and incentive to take it.
Take upon yourself worth carrying and enjoy as your own.
"Uncertainty will certainly work for me." - Glen Bradford March 2009.
Mr. Roche is the founder of Orcam Financial Group, LLC, a low fee financial services firm based in San Diego, CA as well as the founder of the popular financial website Pragmatic Capitalism (some articles from Pragmatic Capitalism get syndicated on Seeking Alpha so please see the full site if you don't want to miss articles by Mr. Roche).
Orcam Financial Group, LLC (www.orcamgroup.com) is a low fee financial services firm offering asset management, personal advisory, consulting and educational services. Pragmatic Capitalism (http://pragcap.com) was founded by Cullen Roche in the midst of the financial crisis of 2008. Mr. Roche foresaw many of the events that led up to the crisis and felt that the government was slow to react and when it did finally react, responded with the wrong medicine.
Mr. Roche's primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics and behavioral finance. Prior to establishing his own business, Mr. Roche worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Mr. Roche managed a private investment partnership for 7 years generating substantial positive alpha (high risk adjusted returns) without a single negative year of returns. He has since transitioned back to retail asset management to better serve the much needed low fee retail space with sophisticated but simple asset management and financial planning services.
Mr. Roche is also a prolific writer. In addition to the daily musings on his website, he is the author of the popular book “Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance” as well as “Understanding the Modern Monetary System”, one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider where he was described as “one of the most influential economic thinkers today.” In 2015 Mr. Roche was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times.
Mr. Roche is a Georgetown University alumnus, growing up in the DC area and now living in Southern California with his wife Erica, troublesome collie Cal and 4 irritable laying hens. In addition to being a financial dork Cullen is an avid outdoorsman, mediocre gardener, proficient complex carbohydrate consumer (i.e., loves brownies and cake) and finisher of one of the most difficult IRONMAN races at Cabo in 2015.
I have been a successful Private Investor in the market for the last 17 years. My focus has mostly been on the Tech/Internet sector since I started, but 12 years ago I also got extremely interested in the Gold and Silver sector.
I believe in buying value, and not chasing the next hot stock. I use several basic investing principles, the main one being buying the balance sheet. I wait for opportunities to present themselves and then buy in. I believe in doing your research, and I have a very research intensive focus.
I have been researching and investing in stocks and options in my own accounts since 2006. I finished my MBA in 2007 and then worked as the Finance Manager at a start up for 7 years. I'm currently self-employed as an online marketing consultant, but investing is my true passion.
I've found that my skill lies in taking the time to read 10-K and 10-Q reports carefully and being able to then create realistic future projections. As a value investor I tend to look at cash flow as much as if not more than earnings and revenues.
My investment horizon is typically at least 5-10 years, and ideally I place my money into investments which I could see myself holding through retirement. That said, I do also enjoy allocating a small portion of my account to short term options plays.
In our free time, my wife and I love to travel the world. We've each been to over 45 countries and relish the opportunity to see how people live all around the world.
My investment strategy focuses on balanced investing between short and long stocks. I follow a 'buy-and-hold' strategy for companies with strong fundamentals, while I short sell distressed companies with flawed fundamentals.
To contact me, please either send me a PM or email: firstname.lastname@example.org
Opportunities are always changing and I prefer to move along with them. I am constantly looking to spot areas of growth and value before the market does whether this is analyzing the latest news or tearing apart a 10-K.
As much as I would like to be spot on with every idea, I cannot guarantee that all of my ideas will beat the market. As always, remember to do your own due diligence before making any investment decisions.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Mid Market M&A consultant specializing in technology and energy industries. Individual Investor for over 25 years. Growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.
I have a keen sense of cutting through management and Investment banker commentary and seeing true value of companies. A lot of my views tend to be controversial for that reason but at the same time remarkably accurate.
To get a feel for my writing, readers can puruse a few of my recent against the grain calls:- with extremely high success rates.
Whether you are a large or small firm, GeoInvesting will cater to your needs and create a sound process for corporate diligence. Our specialty is Portfolio Protection – in fact, every aspect of what we do boils down to various ways that your M&A process or investment portfolio can be safeguarded against red flags.
To accomplish this we choose to work closely with you so you can be kept abreast of the progress of our due diligence from start to finish, making sure that we cultivate a relationship of trust between our team and yours.
Who Can We Help Specifically?
We actually do not limit ourselves to any specific group? We have worked at great lengths with:
>High Net Worth Investors
>Private & Public M&A
>Other Due Diligence Firms
There is really no one that we can’t work with since we’ve covered just about every facet of the due diligence process, whether it be on-the-ground or “through the files.” We can even tailor our services to your specific requirements.
We have a retail solution for everyone – the long investor, the short investor, the pump and dump investor and the every day trader that is interested in the micro cap arena. We’ve shown that we can overcome the challenges posed by any market environment, quickly seizing investment and trading opportunities as they arise. Because of this, our Premium members have been able to enjoy above-average returns on our ideas. Our solutions enable us to cater to what matters to you the most.
Do you want access to reports that can convey the proper valuation of equities, reports that can immediately convince the market that these valuations are warranted? Do you want information arbitrage that allows you to be among the first to take action based on the intel? Do you need daily ideas, some of which have proven to be some of the most rewarding calls to action that the GeoTeam has offered? Would you like to follow our GeoBargains and select trades? Or do you just need to be part of an exclusive twitter following that receives alerts before the rest of the market?
If you have answered yes to any of the questions above, then don’t wait any longer. Join our Network and see why our following continues to grow on a daily basis. The faster you join, the more likely you will be among the first to harness the power of our offering.
Sign up today and start to get:
>Daily Trading Ideas
See GeoInvesting Prime on Seeking Alpha Marketplace
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.
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.
Heli Brecailo is an investment manager with extensive experience in managing real assets investments. He is a CFA® charterholder and has worked in the Financial Services Industry for twelve years - Investment Management, Investment Banking, and Commercial Banking.
Contributing columnist for Real Money and TheStreet.com. BA in History from Bemidji State in Minnesota. I went on to learn Chinese at National Taiwan University in Taipei.
I worked in mortgage sales at Countrywide and Bank of America until 2010 when I decided to relocate to Taiwan.
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.