Portfolio in Order of Position SIze: 1. AIG-WT 2. AWLCF 3. AIG 4. GS 5. LUKOY 6. PDRX 7. BP 8. SPE Long Positions:BAC-WTA, FAIRX, FOCIX, AVGR.IL, KHOLY, NFSHF, MFBP Short Positions: STPFQ (Long Put) Potential Longs: BAC, Potential Shorts: HLF, Nikhil Kumar
My academic background is in Engineering and management.
Besides one basic accounting course at university my investment knowledge is self-taught.
Reading books, SEC filings, annual reports, analyst reports, blog posts, MOOCs, message boards and listening to select podcasts and conference calls has helped me enormously to evolve as an investor.
I'm currently an investment professional. In my spare time I invest in my personal account, focusing on event-driven and obscure equities, where I believe large mispricings exist.
I hold multiple undergraduate degrees with concentrated focus in the fields of Psychology, Sociology, History, and Economics. Prior to working as an independent strategist for a handful of clients, I was employed as a behavioral economist for a private London based group. Before that, I worked for domestic entities such as FBR and ACC Capital.
In terms of equities analysis, my focus is strictly on long term investments, emerging biotechnology entities, distressed or undervalued companies, and maritime commerce. In terms of market analysis, my focus is on the market implications of social and non-traditional factors. I do not discredit more traditional technical and fundamental analysis, but I value greatly the largely underrated, and often forgotten, historical evolution of capitalism and capital market psychology. Thus, some articles I write will be highly speculative and unorthodox, and will likely represent a minority opinion. Others, when undervaluation is a motivating factor for the article having been written, will be highly technical and metric based.
Also, I urge readers to consider the premise of investment horizon, and authorship intention, when reading my contributions. Many of the articles for companies which I endorse will be deemed "long term", which I generally consider to be no less than 2-3 years unless otherwise noted. Moreover, some articles are written simply to test a potential investment thesis in an effort to garner feedback about prospective positions. In the latter, the "Risk" segment of articles will be thoroughly detailed and should be heavily weighed. Many such pieces will be long "ideas", not necessarily long "recommendations" or "endorsements", and it is imperative that readers understand that prior to any assumptions being made or conclusions being drawn. Thus, I would implore readers to consider my articles carefully and thoroughly, and to ask any questions they may have pertaining to publication purpose if not otherwise clearly defined. I will always do my best to respond in a timely fashion.
Lastly, I am a fervent proponent of the value brought to investments by behavioral finance theory, and I utilize this premise in all equities analysis.
Anonymity Disclosure: I am fully cognizant of the fact that some readers question the integrity and/or accountability of anonymous contributors. Please know that my preference for privacy is a two fold consideration; (1) I remain under a revolving open contract to consult for an entity where I signed a lifetime NCND agreement. In order not to risk violating any potential terms of that agreement, now or in the future, I maintain a very low web based profile. (2) I am a proponent of unbiased analysis being openly shared among prospective investors. However, in order to ensure no collisions occur between professional patronage and personal privacy, I have elected to utilize anonymity as the barrier between the two.
Individual investor focused on domestic and international microcap stocks. I follow a value investing philosophy and look for companies with attractive prospects that I gauge as undervalued either by investor neglect or temporary problems affecting sentiment. I pay a lot of attention to the competitive advantages of companies and the incentives of insiders - trying to go beyond the numbers to find opportunities not clear to others. I am also constantly looking for special situations - spinoffs, dispositions, management overhauls, etc. - that I feel will cause a company's future to be a lot different than it’s past. I present all my ideas on my blog @ moatology.com
Beyond microcap investing, I am a fitness enthusiast, enjoy a weekend round of golf, and travel as often as I can.
Abdalla Al-ayrot is a value investor with a long time horizon. I tend to focus on misunderstood and/or under-followed companies where i believe there are a great amount of value that the market is yet to price in. Some people prefer to buy $1 for 50-60 cents, i usually buy $1 for 20-35 cents.
I have managed money for 5 years, with industry leading results, which i think is a direct result of my extensive and innovative research process.
I have also founded Ayrot, which you can read more about below.
I am a simple individual investor who believes that the playing field is level, but may require active management of one's holdings. I've devised a series of steps that constitute a highly defined covered option strategy that most anyone can follow and that I've described in Option to Profit (2011). Having retired from a career in Pediatric Dentistry, approximately 10 years ahead of schedule, after spending the previous 10 years working just 2 days each week, I now spend my time trading.
For almost 5 years I alerted others of trading opportunities in large cap positions through the Option to Profit subscription service, a premium subscription service that provided actionable Trading Alerts via text messaging or e-mail at my old site www.optiontoprofit.com.
As of January 2, 2017, the site and the name "option to Profit" are no longer mine. as I've again joined the dark side and taken the easy money. But I've returned to my blogging roots on January 2, 2017 by resurrecting the old TheAcsMan.com ad supported web site, open to all.
I hope you can make your stock portfolio improve the quality of your life. Whatever stage of life you are in, you can make your stocks improve that quality by putting them to work for you.
Harry Long is the inventor of Hedged Contango Capture and Hedged Convexity Capture and is the Managing Partner of ZOMMA, the world's most innovative strategy index creator.
Mr. Long is a globally recognized expert on the research and development of quantitative investment strategies. The ZOMMA IP portfolio of strategy indices is sought after by asset management firms, investment banks, hedge funds, principal trading organizations, index providers, ETP sponsors, and private equity firms to help them develop and deploy active manager-crushing quantitative investment strategies.
ZOMMA helps investors create long term value by replacing reckless emotional decision making with cutting-edge technology based upon objective evidence.
Mr. Long is a graduate of Rice University with a B.A. in Economics.
Note: Due to the sheer number of requests for bespoke quant strategies, research projects, and quant consulting services, we have instituted the following pricing for the non-exclusive licensing of our algorithms to institutions:
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II. Non-exclusive AUM licensing fees for our strategy indices run 10 basis points and up for commercial licenses.
Please realize that we often get more than 3,000 e-mails per week. This means that we read everything that comes in, but we cannot respond to any email or message that does not include the sender's full name, phone number, request, and budget. Thank you for your understanding.
This Dubai-like pricing is necessary, because we can't freely give answers to tough problems which we have dedicated massive R&D capital to solving. World-class statistical talent is hugely expensive, valuable, and rare. Our clients recognize that outsourcing quant work to our firm and paying our fees represent a huge cost savings over hiring full time employees, and usually results in a far more profitable, turn-key solution.
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
As I'm a long-term investor, I'll highlight some stockpicks which will have a 5-7 year investment horizon. As I strongly believe a portfolio should consist of a mixture of dividend-paying stocks and growth stocks, my articles will reflect my thoughts on this mixture.
My life was changed when I read Ben Graham's "The Intelligent Investor". Buying low and selling high, what could be more logical? Hedge your bet by including a margin for error(ie. margin of safety). Yeah my transformation to a value and contrarian investor started with that book. Current member of StockBuz (stockbuz.net), a trading and investing oriented social network. On market days I can often be found in the chat room there, doing my best to annoy the technical analysis practitioners and day traders by pontificating the virtues of value investing.
I enjoy corporate strategy especially the influence of strategic choices on stock performance and corporate earnings. Good strategic choices influence customer choices, corporate relationships and the quality of earnings. That's the focus of my curiosity and optical lens through which I write and read articles.
I am a graduate of the Carlson School of Management with an MBA in Finance and Strategic Management. My other interests are business development, working with small businesses and cycling.
How may I help you?
I'm a professional poker player with an interest in investing. My investing style is build on the principles of Graham and Dodd: trying to buy companies that are on sale and have a margin of safety in case the investment thesis is wrong. I discuss all my picks at my blog @ alphavulture.com
Sam Antar is a convicted felon and a former CPA. As the CFO of Crazy Eddie, Mr. Antar helped mastermind one of the largest securities frauds uncovered during the 1980s.
Today, Sam Antar is a forensic accountant. His primary work focuses on identifying and investigating public companies engaged in securities fraud by performing an in-depth (deep-dive) forensic analysis. His clients include law firms, research firms, hedge funds, and certain other entities. He advises law enforcement agencies and professionals about white-collar crime and trains them to catch the crooks.
His views on white-collar crime are frequently quoted in the print news media, online news media, TV media, professional journals, books, and blogs. He has appeared on Fox News, Fox Business Channel, WSJ Live, CNBC, Canadian Broadcasting Corporation, Canadian Business News Network, National Public Radio’s Planet Money, Progressive Radio Network, Reuters TV, RT News, and other media outlets to give insights on white-collar crime. His articles have been published by Business Insider, CNBC, Newsweek, Seeking Alpha, TalkMarkets, and other publications.
I used to run industrial companies. Now I work in the technology sector. I draw on my business experience to make smart investment decisions for my own portfolio.
More details at http://en.wikipedia.org/wiki/Andrei_Volgin
It's me, DTEJD1997 on Seeking Alpha. I sometimes post on Yahoo! stock message boards. Sometimes I make comments here.
I wish to keep this "nom de plume", as I have been posting for about a decade with it on Yahoo! and other financial websites. I have some amount of "equity" built into it.
Like my handle implies, I have a JD. I earned that in 1997. I am licensed but not actively practicing. I am originally from Detroit. Hence the "nom de plume", "DTEJD1997".
I have an undergraduate degree in Business Management (Finance).
I find the stock market interesting. I sometimes buy & sell stocks. I love investigating and analyzing things. I sometimes go off the "beaten path". I primarily invest in "nano" & micro-caps as I think I might be able to have an advantage there.
I hope that investors start to get "active" with the companies that they own. I strongly suggest reading and following everything that your company does. I also suggest voting your proxy statement. I will also contact management and engage them in conversation. I hope to get more "active" in the near future.
I hope that I can share interesting ideas in the future, they are definitely waiting to be found.
I have traveled through the abyss of Chinese reverse mergers and lived to tell about it. Primarily trade small caps: bio-pharma, commodity related, low float value, and US listed Chinese stocks.
I am an experienced individual investor who has been trading merger arbitrage stocks and options since the 90's. I am a writer with a Master of Science from Northwestern University and I truly enjoy writing articles about the stock market. I try to look for opportunities where the odds are in my favor and there is a definite edge. On Seeking Alpha my articles will aim to provide insight and favorable risk/reward for the readers.However, I am not an investment advisor so any recomendations or ideas I write about in my articles, blogs, or comments shouldn't be taken as investment advice. I recommend using my writings as a starting point to which you should add your own research or that of an investment advisor.
"Any time you make a bet with the best of it, where the odds are in your favor, you have earned something on that bet, whether you actually win or lose the bet. By the same token, when you make a bet with the worst of it, where the odds are not in your favor, you have lost something, whether you actually win or lose the bet."
-David Sklansky, "The Theory of Poker"
Value investor. Have a Master's degree from Carnegie Mellon University. Working at a financial group as an associate in New York City. Twelve years as an independent analyst and investor. Focus on small-cap and large-cap companies. May be on the long side or short side. Interested in privatization deals and investor activism.
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QTR does not, in any way, guarantee that he is providing all of the information that may be available on any topic written. QTR recommends, again, that you do your own due diligence and consult a registered financial adviser before buying or selling any security.
QTR most always holds a position in any of the securities profiled in his pieces and he constructs his SA disclosures in accordance with SA's Contributor Policy, to the best of his knowledge in order to maintain transparency and also to uphold and respect pertinent securities laws. QTR may or may not report when a position is initiated or covered. Each investor must make that decision based on his/her judgment of the market.
I am not a stockbroker or financial adviser. I am a casual investor making casual observations for the purpose of discussion and open communication and analysis of companies and stocks. All articles are my opinion only and are not suggestions to buy or sell any equity, bond, option or other financial instrument. QTR may have long or short positions in any tickers mentioned at any time and reserves the right to open, close, or modify positions at all time without notice. My conclusions are the result of my personal due diligence and have been wrong in the past. There are tons of unqualified people out there offering up financial advice and its your responsibility to sort through the BS. You don't hit the button to fill my orders and I don't hit yours, so no whining or praising over stocks covered by me.
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Abraxas is a Founding Partner and Head Trader of an advanced and exceedingly diversified private hedge fund. The hedge fund is a Global Macro fund. One of the most sought-after and highly respected speakers in the financial industry, Abraxas has participated in numerous high-level international conferences in four continents. Since the 1990s, Abraxas has held a number of high-level positions in America and Europe including co-founding and managing two hedges funds with billions in yearly operations, as well as, a broker-dealer specialized in executing proprietary trading flow. Abraxas is a graduate of Pratt Institute in New York City, with post-graduate studies in International Business Administration, Finance and Brokerage.
Remember Animatronics? How about Claymation? Ah, those were the days.
Wonky (adj.): askew, awry, unsteady, off-kilter. Like gadgets or stock markets.
Techwonk (me): someone who likes wonky stuff. A nerd!!!!
disclosure: some posts may include input from other, uncredited sources
We are happy to answer trading questions from new traders, but will no longer provide specific stock recommendations except to investors we know well. Please do not take this personally. It takes effort to research your questions, thus we prefer to discuss stocks with traders who we know are serious students of the markets.
Repeating our comments from October onward: The oil market is unpredictable at present and beginners should not be trading any of these: oil futures, oil futures etfs, oil company stocks, oil exploration, drilling and supplies, or companies with oil as a large contributor to operating costs (oil-inverse stocks).
Oil will continue to lead the macro direction for at least the first half of 2015. We do not expect to see the bottom for oil pricing until mid-spring, possibly summer.
The industry is extremely complicated. Therefore, beginners should be purchasing only good -quality actively managed funds or sector etfs, and investing using dollar cost averaging. You should not be looking for short-term returns; that is, expect to hold the investment on a multi-year basis.
We recommend that investors who are adding to existing positions consider using the momentum technique of "buying upward" on individual stocks as production increases, rather than the value technique of "averaging downward" since it is uncertain when specific companies will return to full capacity. Prices will tend to stay lower than last year as long as earnings are lower, for most stocks.
Index traders should become familiar with the oil futures prices and commodity charts as well as your usual trading indicators.
The author has worked in the transportation profession for over eight years of which the previous three have been strictly focused on goods movement and freight. Transports, by James Sands includes extensive research and analysis of publicly traded companies in the U.S. This includes direct comparative peer review among multiple transport industries, and macro and industry key performance indicators, KPIs.
The author has successfully managed a self-developed equity-based portfolio of U.S. public companies prior to the development of Transports, by James Sands. This included an average return of 13% per year over the previous three years for the portfolio, as well as numerous detailed articles covering multiple sectors and industries. Transports by James Sands includes two current portfolios under management.
Transports, by James Sands will provide investors with access to exclusive research and data analysis stemming from the tools generated to evaluate public freight companies. The ultimate goal is to define investment options and recommendations for a wide variety of investors. All subscribers of Seeking Alpha are encouraged to review the Marketplace offering by James Sands for additional information. Feel free to contact the author with any inquiries through the Seeking Alpha message platform.
DISCLAIMER: It should be noted that while the author is providing stock analysis and recommendations based on this analysis, any information disseminated by articles, stock talks, messages, or public chats represent the opinions of the author. The author is not an investment professional, and as such, all readers and subscribers should perform their independent due diligence and/or consult with an investment professional prior to making investment decisions.
Bishop Research & Analytics delivers comprehensive investment analysis on small and mid-cap companies, equity research, market trends, and valuation models. Our professional research provides investment managers with in-depth insights, detailed research, and timely market intelligence to outperform the benchmark indices and gain the advantage of leading the markets.