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.
An entrepreneurial generalist who has served principally as a business leader and consultant in the information technology, communications, and business services arenas. Now retired, a stock picker and writer who enjoys writing about the semiconductor memory industry, among other things. When I'm not doing that I'm backpacking, cycling, and playing with my grandchildren.
Dr. El-Erian is Chief Economic Advisor at Allianz and member of its International Executive Committee. He chairs President Obama's Global Development Council, is a Financial Times Contributing Editor, a Bloomberg View columnist and author of the NYT/WSJ best seller "When Markets Collide."
Dr. El-Erian formerly served as CEO and co-CIO of PIMCO, the global investment management company. He re-joined PIMCO at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts.
Dr. El-Erian also served as a member of the faculty of Harvard Business School. He first joined PIMCO in 1999 and was a senior member of PIMCO's portfolio management and investment strategy group.
Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C.
Dr. El-Erian has published widely on international economic and finance topics. His book, "When Markets Collide," won the Financial Times/Goldman Sachs 2008 Business Book of the Year and was named a book of the year by The Economist and one of the best business books of all time by the Independent (UK). He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for 2009, 2010, 2011 and 2012.
Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, the Peterson Institute for International Economics and the IMF's Committee of Eminent Persons. He is currently a board member of the NBER, the Carnegie Endowment for International Peace, and Cambridge in America. He chairs the Microsoft Investment Advisory Board.
He holds a master's degree and doctorate (economics) from Oxford and received his bachelor and master degrees from Cambridge. He is an Honorary Fellow of Queens' College, Cambridge University.
Computer Scientist - all SA proceeds (which are reasonable but don't amount to minimum wage in my case) are left as tips to helpful waitstaff at dives and mom & pops across the country.
Dr. Robert N. Castellano, president of The Information Network (http://www.theinformationnet.com/), received a Ph.D. degree in solid state chemistry from Oxford University (England). He has had ten years experience in the field of wafer fabrication at AT&T Bell Laboratories and Stanford University. He has authored numerous reports for other publishing companies before founding The Information Network in 1985. He has been editor of the peer-reviewed Journal of Active and Passive Electronic Devices since 1985. He writes a monthly column in “Vacuum Technology & Coating” magazine and “Wafer & Device Packaging Interconnect” magazine. He is author of the book "Technology Trends in VLSI Manufacturing" published by Gordon and Breach. He is also a Senior Contributor to TheStreet.com. His book "Solar Panel Processing" was published in 2009 by Old City Publishing. His latest book, "Alternative Energy Technology" was published in 2012. Also in the solar area, he is CEO of SolarPA, which uses a proprietary nanomaterial to coat solar cells, increasing the efficiency by up to 10%. He had been on the Advisory Board of Principal Solar. He recently published a fictional novel Blessed, available on Amazon and other sites.
Recently retired. Previously a technology analyst or portfolio manager for 28 years at UBS, 1838 Investment Advisors, Merrill Lynch Asset Management, Alex. Brown & Sons and Wood Gundy. Spent some time writing on the subject as well. Did a stint at a systems analyst in an IT department too.
Long-time individual retail investor, whose investment objective is capital appreciation and dividend income through equities.
Our polestar metric: the quality and performance of the management of the corporation or bank.
We do not represent nor are associated with any corporation, government agency, non-profit, consulting firm, union, hedge fund, or any other organisation.
For the record, the undersigned is a he, with a wife and young daughter. Comically PR damage controllers and reputation agents protecting the sub-performing Management of one Bank have repeatedly tried to label us with the wrong gender to distract investors from what we have to say.
I'm a retired electrical engineer who spent most of his career at Intel, with brief stints at Bell Labs, HP, and a Design Automation startup called Daisy Systems. While the first third of my career was largely design engineering--some of it in early microprocessors, my later career emphasized large-scale data analysis aimed at improving reliability and yield of production in semiconductor wafer fab factories.
As an investor I have worked in common stocks for over forty years. I seek to buy unusually good companies at moderately depressed prices, and have struggled a bit with the problem of when to sell.
First, the good stuff. Here's my portfolio ...
Consumer Discretionary: MCD, NKE, SBUX, TGT
Consumer Staples: COST, GIS, KHC, KO, MO, PEP, PG, PM, WBA
Energy: CVX, KMI, XOM
Health: ABBV, AMGN, GILD, JNJ, MCK
Industrial: BA, DE, EMR, LMT, MMM
REITs: HCN, NNN, O, OHI, VTR
Technology: AAPL, MSFT, QCOM
Telecom: BCE, T, TU, VZ
Utilities: AVA, D, SCG, SO, WEC
ALSO: small stakes in 23 additional companies held in the Dividend Growth 50 portfolio (http://seekingalpha.com/article/2764265-its-new-its-nifty-its-the-dividend-growth-50): ADP, AFL, BAX, BDX, BXLT, CAT, CL, CLX, COP, GE, GPC, HCP, HSY, IBM, KMB, MKC, NEE, SJM, UTX, V, WFC, WMT.
Now, a little about me:
I am a 50-something former sportswriter who was sent on a permanent vacation during the Great Recession. That sucked, but my story is not a sad one. Unlike many folks who lost their jobs, I am not in financial distress, I am not depressed and I am not bored.
My wife is a pediatric nurse with a bullet-proof job and decent benefits. So after supporting her and our two kids (now grown) for most of three decades, the least she can do is support my semi-retired keister!
Because of Roberta's job situation, because we have zero debt (not even mortgage debt), because we no longer have any dependents and because we have been pretty diligent savers over the years, we are comfortable (though nowhere near rich).
Although we hold some funds, bonds and cash, my investing philosophy leans heavily toward Dividend Growth Investing. By early next decade, we want to live entirely off of our income stream, Social Security and pension payments - and therefore will not have to spend down the principal one iota. To accomplish this, we invest mostly in blue-chip companies with long track records of growing dividends. As of mid-2016, we are well ahead of pace to reach our goal.
When not researching investments and writing for Seeking Alpha and other Web sites, I coach middle-school girls basketball at Metrolina Regional Scholars Academy, the top charter school in the Charlotte metro area; in March 2016, we won the first conference championship in school history! I also umpire youth baseball and referee youth basketball.
My wife and I dote on our 5-year-old pup, Simmie, and keep up on the doings of our now-grown kids, Katie and Ben. And we love to cheer on the basketball team of our alma mater, Marquette University, where we both majored in Journalism. Go Warriors! Also big fans of the Carolina Panthers.
I still occasionally post to the blog I initiated in 2007 -- lots of sports stuff, some politics, some personal junk -- at www.TheBaldestTruth.com.
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
US Air Force Academy, 1967 (Honors); Hastings Law, Univ. of Calif., 1972; California Bar, 1972;
Military defense counsel and felony prosecutor; Armed Forces Staff College,1979; Air War College, 1986; Military Assistant to the General Counsel, Office of the Secretary of Defense, Pentagon; Staff Judge Advocate of Andrews AFB, MD;
Staff Judge Advocate of USAF Fighter Weapons Center and USAF Thunderbirds
Nellis AFB, NV. & F-117 Stealth Fighter Wing, Tonopah, NV;
Staff Judge Advocate of 2nd Air Force (all worldwide strategic reconnaissance);
Retired USAF, Col., 1993;
House Counsel for Radiology, California Department of Health Services; Retired Senior Counsel, California Department of Health Services, 2006.
Weather-Eye Advisors is a Registered Investment Adviser providing individualized portfolio management at mutual fund costs. We service accounts large and small.
We specialize in all-weather adaptive portfolio strategies. These portfolios are based on a combination of passive investing and active allocation changes. We use passive investments to lower fees, and active allocation strategies to minimize loses in down markets. These active allocation changes help to maximize the return for a given level of market movement.
Call us at 248-266-2566 for more information or Skype us at Cretcher for a complimentary Skype consultation.
We focus on ETFs, bonds, and preferred stocks. To minimize transaction costs we utilize Scottrade's low cost platform as custodian. Minimum account size is $5000. We service US and international clients.
David Cretcher is the author of the Quick Guide to Risk-Managed Investing,. David also spends time as an international investment consultant in Sao Paulo, Brazil. He has an A.B. in Economics from Miami University, and an M.B.A. from The Ohio State University. Between degrees, he served as US Coast Guard officer.
Donald R. van Deventer founded the Kamakura Corporation in April, 1990 and is currently Chairman and Chief Executive Officer. Dr. van Deventer's emphasis at Kamakura Corporation is enterprise wide risk management and modern credit risk technology. The second edition of his newest book, Advanced Financial Risk Management (with Kenji Imai and Mark Mesler) was published in 2013 by John Wiley & Sons. In 2003 Dr. van Deventer co-authored Credit Risk Models and the Basel Accords with Kenji Imai. His second book, also with Kenji Imai, is Financial Risk Analytics: A Term Structure Model Approach for Banking, Insurance, and Investment Management published by Irwin in 1996. Dr. van Deventer's first book Financial Risk Management in Banking (with Dr. Dennis Uyemura, Probus Publishing, 1993) is one of the best known books in its field. He has served on the editorial board of the Journal of Credit Risk since 2005. Dr. van Deventer's primary financial consulting and research interests involve the practical application of leading edge financial theory to solve critical financial risk management problems. Dr. van Deventer has been involved in financial advisory assignments including both risk management and mergers and acquisitions. He has worked on assignments for the municipalities affected in the Orange County bankruptcy, in a major derivatives dispute between JPMorgan and a Korean securities firm, for Bank Negara Malaysia, the Department of the Treasury of the United States, governments of three of the OECD countries and many of the world’s largest financial institutions. Prior to founding Kamakura Corporation, Dr. van Deventer was senior vice president in the investment banking department of Lehman Brothers (then Shearson Lehman Hutton) from 1987 to 1990. During that time, he was responsible for 27 major client relationships including Sony, Canon, Fujitsu, NTT, Tokyo Electric Power Co., and most of Japan's leading banks. Dr. van Deventer completed three of the first four mergers and acquisitions assignments for a Japanese client by Lehman Brothers and the first domestic Japanese corporate straight bond underwriting by the firm. From 1982 to 1987, Dr. van Deventer was the treasurer for First Interstate Bancorp in Los Angeles. In this capacity he was responsible for all bond financing requirements, the company’s commercial paper program, and a multi-billion dollar derivatives hedging program for the company. During this time, First Interstate became the first issuer of medium term notes in the Euro market and first issuer of bank medium term notes. Dr. van Deventer also served as senior planning officer for acquisitions, new ventures and corporate strategy, participating in the 1986 attempted take-over of BankAmerica Corporation. Dr. van Deventer was a Vice President in the risk management department of Security Pacific National Bank from 1977 to 1982, where he initiated the duration-based futures hedging program for the bank. Dr. van Deventer holds a Ph.D. in Business Economics, a joint degree of the Harvard University Department of Economics and the Harvard Graduate School of Business Administration. He was appointed to the Harvard University Graduate School Alumni Association Council in 1999 and has now completed more than a decade of service on the Council. Dr. van Deventer served as Chairman of the Council for four years from 2012 to 2016. From 2005 through 2009, he served as one of two appointed directors of the Harvard Alumni Association representing the Graduate School of Arts and Sciences. Dr. van Deventer was named to the CFA Hawaii Advisory Board in 2010. Dr. van Deventer was also named to the Advisory Board of the Pacific Asian Center for Entrepreneurship and E-Business at the University of Hawaii Shidler College of Business in 2012. He served as a director of the Hawaii Bicycling League from 2005 to 2014. Dr. van Deventer also holds a degree in mathematics and economics from Occidental College, where he graduated second in his class, summa cum laude, and Phi Beta Kappa. Dr. van Deventer speaks Japanese and English.
Tom Madell, Ph.D., is the publisher of Mutual Fund/ETF Research Newsletter, a free newsletter which began publication in 1999. It has become one of the most popular mutual fund/ETF newsletters on the internet, as shown on the Google Directory page for Mutual Funds News and Media Newsletter websites.
His site has been named as one of the "Top 12 Investment Newsletters Focusing on Mutual Funds" by mutualfunds.com, an important fund information provider. Also, recently his Newsletter was recognized as one of 5 expert mutual fund resources worth following offering free, and, in its case, particularly "unbiased, useful, and original advice" at http://fundreference.com/articles/2015/172/10-mutual-fund-experts-worth-following/
He is also a researcher/writer/investor whose articles have appeared on hundreds of websites, including the Wall Street Journal, USA Today, Morningstar and in the international media.
His articles have been among the most popular among those posted on the Morningstar.com website by non-Morningstar employed contributors.
His Newsletter's Model Portfolios have an outstanding long-standing record of frequently outperforming the major market indices. His complete articles and Model Portfolios can be accessed at http://funds-newsletter.com
Dale Roberts is an Investment Funds Associate with Tangerine Investment Funds Limited, a subsidiary of Tangerine Bank wholly owned by Scotiabank. My articles are for information purposes only and do not constitute investment advice or an offer or the solicitation of an offer to buy or sell any securities. These articles are my personal opinion and are not those of Tangerine Bank or its subsidiaries. Remember past performance is not guaranteed and may not be repeated. Investment strategies are not suitable for everyone and you should always conduct your own research or speak to a financial advisor.
Back in the deep forests of the southern Adirondacks after a six month, 9000 miles bicycle tour. When was the last time YOU went on a six month vacation that cost you about $100 a week. Most of that was for food; and I STILL MANAGED to trim down to 175lbs.Healthy and happy here, ready to get back to the market and writing for SA.
Now you know how I can live on an income most of you call pocket change. Put me in the bottom 1% of Seeking Alpha readers and most certainly contributors. Nothing like hanging out with loggers to cut expenses.
What a great way to avoid the carping on Wall Street. If I read another article about how the market is in a bubble, I shall pull out my hair...which is difficult because I have a shaved head.
Seriously though, I am a tried, true, and original Investment Biker. I've already toured in Europe, Asia, North and South America (see my website below) so I have about 200,000 cycling miles under my belt. It's been a while since I've done a long tour so starting this spring of 2015 I'm hittin' the road with my 28 speed Fuji Touring bike and riding for as long as I want. (Sorry about the Jap bike for all you Harley guys). Think about it...since I usually 'wild camp' in the forests for nothing, my only real expenses are food and some routine maintenance. I cover those expenses by using the monthly options cycle to generate income from calls, puts, or spreads of various sorts. So while you Seeking Alpha trendies are sitting in front of your screens all day, I'll be out riding in the Sierra, the Cascades, the Rockies, the Appalachians, the Catskills, the Adirondacks, the Green and White Mountains...and thats just this summer!
All i need to keep an eye on the markets are a small Grundig AM/FM/Shortwave radio (go to hell you Sirius guys!) and a Netbook for trading and fun when I can get internet access...which last time I looked was everywhere.
Enjoy the bull market which started in Summer of 2009 and should run for a few more years. Ignore these 'stuck in a rut guys' and Obamanazis. Between lower energy prices from natural gas frackomania, lower medical costs and longer lifespans from bioengineering marvels just coming down the pike, and the eventual collapse of slave labor kleptocracies like China (and Chicago), the outlook for stocks and capitalism is as strong as its ever been.
When not cycling I am a self employed stock trader and military/political analyst. Live in the US now, lived throughout Asia (Korea, Japan, Russia, Pakistan, India, SE asia) in the 1990s and early 2000s. Statistics and forecasting, using market based socioeconomic data, are my specialty. Sometimes I am an adjunct college professor, teaching statistics, some finance courses, and earth/environmental science classes online.
I'll try to submit SA articles from time to time but I enjoy READING the wisdom of many of you writers (thanks to many of you!). Maybe I can visit some of you along the way.
Electrical Engineer and private investor. I reside in the heart of Miyazaki, Nippon (Japan) about half time, and in my 727 home in Oregon, America, the other half (AirplaneHome.com, HikoukiIe.com, and AirplaneHome.com/Images/CoyMediaPagesCatalog.html). I'm 66 years of age (as of 2016).
I seem to be chronically incapable of conveying concepts concisely. For those who suffer through my rambling, redundant, and serpentine rhetoric, my sincere apologies. I do perceive that my composition desperately needs to be more efficient, so I'll try to make it so.
I'm also incompetent in most facets of the technology areas I invest in. I'm a good circuit design engineer, but I know precious little about integrated circuit fabrication technology and many other specialities. So I depend upon others, mostly here on Seeking Alpha, who have direct experience in areas where I have little or none. The bread which appears on my table (and the jetliner which resides in my yard) arrived largely on the shoulders of those who contribute here and others from past times, and I'm genuinely grateful for their energetic and community minded generosity.
In an effort to improve perspective, I try to keep two key long term cyber system goals in mind as I try to judge whether a firm possesses a clear vision of the future. The first is the Smoking Hairy Golf Ball, an idealized liquid helium cooled semiconductor sphere with wire connections on its surface, envisioned long ago as the final stage of evolution for maximum performance solid state electronics systems. The second, and most important, is a HAL-9000 algorithm, that is, conscious life creating software. Setting aside considerations of whether it's wise to pursue that second goal, firms which steer themselves toward either or both of these goals, in the context of developing their more ordinary products, are, in my view, likely to be lucrative. And for the record, I suspect a HAL-9000 algorithm will prove to be wonderfully positive for humanity. If we develop and manage the technology wisely and compassionately...
In my view some firms are moving, step by tiny step, toward one or both of these milestones.
I'm eager to hear constructive and civil criticism, so please don't hesitate to offer your suggestions.
Itsu made mo, genki de ite kudasai (Be healthy and, by implication, happy forever please), Bruce
I buy established, good companies with strong management, solid balance sheets, free cash flow, growing earnings, and increasing dividends. This is a long strategy, which buys value situations, combining the fundamentals of Growth at a Reasonable Price, with Dividend Growth Investing. This style has been coined as "I-GARP" by Clay King.
To further reduce my risk and enhance my returns, I enter positions by selling puts, also known as short puts. I practice Teddi Knight's strategy of using option premium capital to build positions, and use technical analysis, (Bollilnger Bands, 10-20-30 moving averages, and earnings misses) to enter trades, as practiced by Teddi and Dr. Samir Elias.
Leah Frakes started her career as an equity analyst. She has since worked as an equity analyst and a financial writer at a number of websites. She studied economics in college and has a real fascination with money, the markets, and how the economy works.
Semiconductor Veteran of over 20 years working at Intel and several prominent startups like Cyrix and Transmeta. I was a co-founder in an FPGA startup for nearly 5 years and now work with a leading edge non-volatile memory startup building Resistive RAM memories, which will eventually take the place of Flash as a lower power, higher performance and more economical solution.
I write occasionally on the mobile markets and the semiconductors that power them. Transmeta was the company that first highlighted the need for all day computing in the PC market. I was proud to be a part of the launch of the first truly low power x86 processor, which Intel then had to address.
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.
Retired Engineer, consults on unusual and/or difficult technical and marketing problems.
Author of the Amazon E-Book "Rich Geeks and Gifts from Greeks"
Intel and Tektronix
DARPA Principal Investigator
Management experience including six startups
High level management training and experience
Long term investor, infrequent trading
Jeffrey Dow Jones is the managing editor for Alpine Advisor. He has previously worked for PaineWebber/UBS and Ford Motor Credit Company, and he spent the last decade co-managing a group of hedge funds. He holds a degree in Business Economics with a specialization in Computer Programming from The University of California - Los Angeles.
He publishes a free weekly newsletter at AlpineAdvisor.info.