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I look for a change in sentiment that precedes the change in trend. Moments of "lag" in sentiment can provide superb entry points into special situations at a discount; and obversely, manic enthusiasm can provide an opportunity to go short.
I research the fundamentals, know what I am getting into, and go long or short accordingly. Technical studies of the market are also an active part of my trading. I have invested for 22 years.
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios.
My curent portfolio is available here: http://seekingalpha.com/article/3969664-difference-quarter-can-make-1st-quarter-portfolio-review?source=all_articles_title
I believe that everyone needs a portfolio business plan. Here's a copy of ours:: http://seekingalpha.com/article/2426965-our-retirement-portfolio-business-plan-legacy-edition-part-two
A list of Dividend Growth Safety Superstars for the past decade is available here: http://seekingalpha.com/article/2255863-a-review-of-the-dividend-safety-superstars http://seekingalpha.com/article/2266863-a-current-review-of-dividend-safety-superstars-part-two
Founder and Portfolio Manager of The Guardian Opportunities Leveraged Fixed-Income Fund (ISIN LU0705057627)
Ariel's career path includes senior positions with Bank Leumi USA (New York), Coutts Bank Ltd (Zurich) and Royal Bank of Scotland (London).
Ariel has held Investment Advisory licenses in Israel and the United States. He is a CPA and has a BA in Accounting and Economics and an MBA (Finance)
Boaz Berkowitz has a unique interest being a Seeking Alpha contributor as he not only has a passion for writing and companies in general, but was also Seeking Alpha's Director of Contributor Relations from 2008 to 2011.
Boaz is currently the Founder & CEO of TalkMarkets, a first of its kind financial website. TalkMarkets is a smart site which covers the entire breadth of the diverse financial realm but is customized and tailored to each individual user. Your interests, preferences, and level of investment sophistication influence what content you see and in what medium. This ensures a browsing experience which is easy, quick and personally relevant. Additionally, we've made interacting easy by incorporating the best social media tools and creating a few of our own.
As the first ever contributor-owned website, TalkMarkets is truly unique and issues its founding contributors equity in the company.
Boaz has a diverse background, having begun his career at Bloomberg L.P. in Manhattan. Later he was lured into the world of e-commerce where for nearly six years he served as the Director of Online Operations for Saturn Enterprises. He has also consulted for several companies including Atlas Air Worldwide Holdings (AAWW), the world's largest operator of 747 cargo aircraft, and GLX, the first global online financial community specifically for investors.
Boaz's interests extend beyond writing - he is involved with several charitable and community organizations. He sits on the Board of Directors for Binghamton University's Hillel and has served as an auxiliary police officer for the NYPD at Manhattan's 24th precinct. Boaz has an unusually supportive and understanding wife and four amazing children.
Five Plus Investor is business owner and an avid follower of the stock market, managing seven different types of portfolios for family and friends. Five Plus Investor invests in multiple types of investments, with the goal of achieving relatively high dividend yield that has a reasonable margin of safety. She enjoys contributing to Seeking Alpha as she has time, with her core audience being new investors and retirees.
ZVI BAR LLC is a legal and financial trust consultancy based on Wall Street, and a leading authority on trust administration and estate planning. ZVI BAR LLC was founded by Zvi Bar-Kochba, an attorney and consultant on trust administration that provides advisory services for trusts and beneficiaries. ZVI BAR LLC provides consulting expert services regarding prudent investing, securities regulations and evaluations of potential fiduciary liability.
Publications here are written by agents, representatives and individuals associated with or contracted by ZVI BAR LLC. No articles or discussions here shall constitute a legal, fiduciary or advisory role, but solely act as informative press and/or a starting point from which further discussion may follow. Comments are welcome, as are questions.
Holly Thompson founded TWM Today to assist clients in reaching their life goals by providing objective financial guidance. Thompson Wealth Management is a fee-only financial advisory firm. We work solely for you and receive no commissions or compensation from any other source. This eliminates conflicts of interest and allows us to recommend the most cost-effective strategies to meet your needs.
Holly has been active in the investment industry for 25 years as an analyst where her specialties include in-depth research of investments, investment strategies retirement planning, wealth management, equities, ETFs, mutual funds and REITs. Prior to founding TWMToday in 2009, she was an SEC-registered Portfolio Manager for a firm in Houston, Texas where she managed $100MM+ AUM.
A native of Texas, Holly earned her degree in Business Administration from The University of Texas and her Master of Business Administration from Harvard University (2015). When not working or furthering her education, she devotes a considerable amount of her time to various professional and non-profit organizations. Holly has been a regular contributor for Seeking Alpha since 2011 and a blogger for The Motley Fool since April of 2013 and a World Contributor for TheDailyJournalist.com. She is also a long-standing member of American Mensa as well as the 2013-2014 Vice President of Gulf Coast Mensa, the local Houston area chapter. In addition to her role on the Board of Directors, Holly is also Gulf Coast Mensa's Fundraising Chair and has been integral in creating new and innovative scholarship opportunities for students in the region.
Holly also serves as the host and producer of the upcoming MONEY-fax show, a weekly radio/podcast program set for the Houston and Dallas areas. The show will focus on personal finance, investing, college savings and retirement planning geared for the public. The show is directly linked to Holly's latest project, the forthcoming MONEY-fax.com website, an education website tailored for the individual investor. Launch is scheduled for 2014.
Holly is currently a member of:
The National Association of Financial Professionals
The American Association of Individual Investors
Investment Management Consultants Association
“I highly recommend Holly Thompson. I have personally known and been associated with Holly for over 25 years. She has the highest morals and ethics of anyone you could be associated with. Holly is a money making machine! I feel lucky and privileged to do business with her and be associated with her. She is kind, friendly, caring, knowledgeable and incredibly smart. If she doesn’t know the answer, she will find it and get it to you ASAP. I would give her the highest recommendation you could ever give a friend and advisor.” - Jonathan Fowler, Production Manager/Business Development
Denise Ramos is chief executive officer and president at ITT. She previously served as senior vice president and chief financial officer, and was responsible for all aspects of financial management and reporting for the global multi-industry company, as well as communication to the investment community.
Denise brings a unique background to her role as CEO that combines more than two decades in the oil and gas industry with significant retail and customer-centric experience.
She began her career at Atlantic Richfield Company (ARCO) of Los Angeles, Calif., where she spent 21 years in a number of increasingly responsible finance positions, including corporate general auditor and assistant treasurer, the position she held when the company was acquired in 2000 by British Petroleum.
Denise then joined Yum! Brands Inc. in Louisville, Ky., where she was senior vice president and corporate treasurer. She also served as chief financial officer for the U.S. division of KFC Corporation. Prior to joining ITT in 2007, she served as chief financial officer for Furniture Brands International.
Ramos holds an M.B.A. in Finance from the University of Chicago.
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.
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.