I'm a computer engineer with a great interest in finance. I'm not a pro, I do it for my family. But I'll share what I know and try to be as helpful as I can. I own about 10% of my assets in precious metals. As for currencies, I keep about 75% CAD vs 25% USD of my assets. I have about 35% in mutual funds; global small cap, global fixed income and global real estate. These allocations are fully managed by me, but I re-balance twice a year or so. That mutual fund core is insuring sufficient diversification and low correlation to the following US and Canada single stocks.
About another 35% is a trusted core of single stocks, both Canada and US. These positions are generally overweight at about 3% of portfolio. Core positions have a few properties in my portfolio: low turn-over, very long term, low debt, often dividend growers with low payouts, good valuations, good growth, low beta. They are safe and feel safe, and I usually build those position over the years. I consider it core after 2 years of reliable service. A stock can gain my trust by presenting profits. Not much mega caps, mostly small to medium caps. Another property of my core: easy to understand businesses. They wash linen, they sell groceries, they make boxes, they produce wine. As I build confidence and understanding, I allow more exotic positions in core. They manage money, they rent retirement houses, they dig for metals, they patent software, etc.
At the other extreme, I keep a few lottery tickets as satellite positions for about 20% of portfolio total, 0.75% to 1.5% of portfolio each position. More risky or difficult to understand business, more volatile and some signs of stink. Could be reversal plays, could be momentum stocks, can display signs of breaking out. Usually, I rely a little more on technicals than fundamentals there. And I trade. I learn. I make mistakes. I churn. Survival of the fittest.
I always look for dips in my core positions, and I wait for clear signals to buy back (volume, a few moving avg). If I have cash, I use it. If I don't I look at core and I trim large gains. If no gains there, I look at satellites for gains. If no gains, I look at satellites for mistakes, stinkers, unreliable bets. With money, I buy dips in core positions or in-the-middle stocks. In middle stocks are first buys aiming core, or rising satellites gaining confidence and improving.
Here's my complete stock portfolio as of mid-March 2016, where each record corresponds to (yes I would like to display as array):
NAME, TICKER, MKT CAP, PE, BETA, % of portfolio
Alimentation Couche-Tard ATD.B 33.71B 21.4 -0.11 5.0%
Richelieu Hardware Ltd. RCH 1.59B 26.74 0.57 4.9%
Winpak Ltd. WPK 2.89B 21.65 0.42 4.7%
Milestone Apartments MST.UN 1.49B 4.44 -0.17 4.7%
Supremex Inc SXP 144.07M 9.43 0.92 4.7%
Savaria Corporation SIS 311.44M 29.33 0.48 4.6%
K-Bro Linen Inc KBL 356.99M 30.42 0.4 4.4%
Intertape Polymer Group ITP 1.25B 17.94 1.05 4.3%
Andrew Peller Ltd. ADW.A 384.42M 20.23 0.22 4.3%
AMERCO UHAL 7.87B 15.9 1.55 3.6%
Saputo Inc. SAP 15.48B 25.96 0.25 3.6%
RDM Corp RC 98.02M 16.8 0.88 3.4%
Acadian Timber Corp ADN 306.91M 20.22 0.48 3.3%
Richards Packaging RPI.UN 280.52M 23.04 0.6 3.2%
Lassonde Industries Inc. LAS.A 649.85M 22.6 0.08 2.9%
Pason Systems Inc. PSI 1.46B 1000 0.37 2.8%
Tricon Capital Group Inc TCN 1.05B 11.43 0.43 2.8%
Metro, Inc. MRU 11.24B 21.33 0.22 2.8%
CCL Industries Inc. CCL.B 8.17B 26.01 0.85 2.8%
Walt Disney Co DIS 155.07B 17.59 1.34 2.8%
First Trust Health Care... FXH 1.18B 20 0.9 2.5%
Photon Control Inc PHO 79.55M 10.22 1 2.3%
Brookfield Asset Management BAM.A 44.31B 19.34 0.52 2.1%
Brinker International EAT 2.64B 14.54 0.4 2.1%
Sylogist Ltd. SYZ 249.35M 52.2 1.34 2.0%
Logistec Corporation LGT.B 442.18M 16.21 0.55 1.6%
Enbridge Income Fund ENF 4.00B 16.83 0.17 1.5%
Ceapro Inc. CZO 129.92M 19.85 2.14 1.3%
ProShares Ultra Nasdaq BIB 493.79M 30 2.18 1.3%
Pivot Tech. Solutions PTG 73.55M 9.55 0.45 1.3%
Biosyent Inc. RX 125.79M 34.13 -0.29 1.2%
XPEL Technologies Corp DAP.U 28.62M 18.28 0.1 1.0%
Pacific Safety Products PSP 10.96M 13.21 1.98 0.9%
Omni-Lite Industries OML 17.38M 22 1.11 0.8%
American Water Works AWK 14.82B 31.17 0.13 0.8%
IWG Technologies Inc IWG 11.88M 13.06 0.77 0.7%
Taking control of my financial future learning how to become a better investor on a daily basis and applying the following 5 principles:
1. LOSS CUTTING: Cut your loses. Capital preservation keeps you in the game. Math counts: 25% drawdown required a 33% gain to break even. Defense wins championships. Rule No. 1 of investing is dont lose money. Rule No. 2 is dont forget Rule No. 1.
2. CONFIDENCE: This cannot be taught. It comes from making decisions, taking action and learning from experience.
3. NO EGO: When the market proves you wrong, Don't argue with it. Move on and accept it.
4. CONSISTENCY: Do not become "boom or bust". Shoot for consistent positive months, quarters and years.
5. STUDENTS OF THE MARKET: Success never gets complacent. Always be eager to learn, improve entry points and chart evaluation.
Prior to my current job I was writing about robots in West Palm Beach, FL. Spent 2002-2009 creating marketing channels for accordians in the UK. Spent childhood licensing Elvis Presley in Washington, DC. Spent several months researching weed whackers in Africa. Spent 2002-2008 implementing mannequins in New York, NY. Once had a dream of training junk food in Tampa, FL.
Contrarian daytrading technician who specializes in locating high probability short term trades while predicting price movement directions with over 85% accuracy. Most of my trading involves either extremely short term micro scalping of stocks or commodities (using 1 minute bar charts), or swing trading of stocks overnight. I also specialize in weekly stock option premium selling, along with pre-market and post-market psuedo market maker and stealth trading activity, and selling commodity option strangles (selling delta neutral pairs of far out-ot-the-money puts and calls), with the intent to achieve a steady 1% weekly return. After 32 years, well battle tested, very opportunitistic while putting capital preservation as tantamount.
Rehabilitation Counselor over 20 years, M.S., M.B.A., now an around-the-clock speculator. Incorporate seasonals, time of day, and other patterns and methods where high probability price movement patterns can be statistically forecast. Know how to safely go long high beta, heavily shorted stocks; know how and when to use extremes in sentiment to take the other side. I like to fade extreme moves as my proprietary methods are based on reversion to the mean theory. Developed my own scale trading and money management techniques. Will change and adapt my trading style based on current market conditions.
I hope to start a chatroom devoted to teaching speculators how to see and capture daytrading opportunities. They say that those who can...do, while those who can't....teach. I want to provide teaching from someone who really can do, someone who knows how to make steady returns while experiencing minimal drawdowns. As a mentor, I would love to share my knowledge and support to help small traders. I came from humble beginnings and have never forgotten it. I want to accelerate the learning curve of my chatroom students so they won't have to make all the mistakes that I have over the years. I am excellent at devising and implementing strategies that can quickly turn a losing trade into a net winner.
Hello SA. I'm happy to be a part of this great website. I have been a market watcher for many years, and have been a trader for 6 years back in the late 1980's and early 1990's. I have been a long-term investor since my early teens. I study and apply technical analysis, and I use common sense. I am a student of fundamental analysis, but I have a long way to go. That being said, I am very impressed with the trading style of some of the members here and have successfully incorporated some of their techniques into my toolbox. I hold a diversified portfolio of common stocks and mutual funds. I utilize many strategies at buying and holding long, and I have sold short as a trader and did fairly well with it. I endeavor to see the stock market in various ways. I study the general market outlook, but usually do not try to time the market as I believe that it's nearly impossible. I am holding issues such as Apple, McDonald's, Proctor and Gamble, Chevron, and Coca-Cola long-term.
MY WINNING RATIO on SA is 9/10 HISTORICALLY. Check my comments to verify.
------------------------------------------------------------------------------------------------------- I have been short and long stocks for 20 years as a fund mgr.
I am a swing style trader. Not an analyst nor an economist.
Its not about being right. Its about being profitable.
Old enough to been around the block a couple of times but young enough to still enjoy the ride. Ex-engineer who believes if he was smart enough to design medical devices he should be smart enough to make money off trading. Remains to be seen.
BA Philosophy with a focus on epistemology. I have only been investing since March of 2013. I'm self taught. Anything I may write here on Seeking Alpha is purely to inform others and is not meant as investing advice.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
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Investor, Entrepreneur, always looking for value.
Founded CompleteBankData to create powerful and easy to use tools that gives bank investors an edge.
Bloomberg Terminal: APPS BANKS
Founded the Oddball Stocks Newsletter (http://www.oddballstocksnewsletter.com) as a way to highlight attractive out of the way investment opportunities.
CompleteBankData is the ultimate edge for bank investors. It pulls fresh data from bank filings into a simple, powerful interface so you can find profitable trades faster. Spend your time making decisions. Not finding them.
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Ben S. Bernanke is a Distinguished Fellow in Residence with the Economic Studies Program at the Brookings Institution. From February 2006 through January 2014, he was Chairman of the Board of Governors of the Federal Reserve System. Dr. Bernanke also served as Chairman of the Federal Open Market Committee, the System's principal monetary policymaking body.
Before his appointment as Chairman, Dr. Bernanke was Chairman of the President's Council of Economic Advisers, from June 2005 to January 2006. He had already served the Federal Reserve System in several roles. He was a member of the Board of Governors of the Federal Reserve System from 2002 to 2005; a visiting scholar at the Federal Reserve Banks of Philadelphia (1987-89), Boston (1989-90), and New York (1990-91, 1994-96); and a member of the Academic Advisory Panel at the Federal Reserve Bank of New York (1990-2002).
From 1994 to 1996, Dr. Bernanke was the Class of 1926 Professor of Economics and Public Affairs at Princeton University. He was the Howard Harrison and Gabrielle Snyder Beck Professor of Economics and Public Affairs and Chair of the Economics Department at the university from 1996 to 2002. Dr. Bernanke had been a Professor of Economics and Public Affairs at Princeton since 1985.
Before arriving at Princeton, Dr. Bernanke was an Associate Professor of Economics (1983-85) and an Assistant Professor of Economics (1979-83) at the Graduate School of Business at Stanford University. His teaching career also included serving as a Visiting Professor of Economics at New York University (1993) and at the Massachusetts Institute of Technology (1989-90).
Dr. Bernanke has published many articles on a wide variety of economic issues, including monetary policy and macroeconomics, and he is the author of several scholarly books and two textbooks. He has held a Guggenheim Fellowship and a Sloan Fellowship, and he is a Fellow of the Econometric Society and of the American Academy of Arts and Sciences. Dr. Bernanke served as the Director of the Monetary Economics Program of the National Bureau of Economic Research (NBER) and as a member of the NBER's Business Cycle Dating Committee. In July 2001, he was appointed Editor of the American Economic Review. Dr. Bernanke's work with civic and professional groups includes having served two terms as a member of the Montgomery Township (N.J.) Board of Education.
Dr. Bernanke was born in December 1953 in Augusta, Georgia, and grew up in Dillon, South Carolina. He received a B.A. in economics in 1975 from Harvard University (summa cum laude) and a Ph.D. in economics in 1979 from the Massachusetts Institute of Technology.
Dr. Bernanke is married and has two children.
Ranked #18 overall blogger by TipRanks for 2014.
University of Virginia, class of 2011 B.A. English
I am a young investor focused primarily on dividend growth stocks. Seeking Alpha, and more specifically, the dividend and income community that exists here, has played a significant role in my development as a portfolio manager. I am not a professional, though I do manage my family's finances. I enjoy the process; the research, the decision making, the strategic planning...and not paying a financial adviser to do the work for me. I've built what I believe to be a conservative, diverse, and balanced dividend growth portfolio currently consisting of 48 positions. Thus far, I've been able to meet by goals from income, income growth, and capital appreciation standpoints. I use a wide variety of metrics, both fundamental and technical, when establishing fair value when doing my due diligence on an individual company. All of my methods are discussed in my work here. I hope this work inspires debate, conversation, and education - this is why I write for Seeking Alpha, to give back to the community that has helped me so much and to hopefully contribute, in some way...even if its by posing a question, to the growth of others.
Lastly, I began doing this in early 2015 and I plan on continuing to do so: I donate as much of the earnings that I get from SA on a monthly basis to various charities. Depending on how active I am writing each month, and what sort of side projects I have going on at the farm my wife and I recently purchased, the amount donated each month differs. However, I am pleased to be able to give back - I think its important to stay grounded and gracious when focusing so much on finances and these monthly donations help me not to lose sight of generosity.
*I should note that all articles that I write here are done so for my personal informational/educational purposes only. Any purchases that I make or opinions that I express are not meant as recommendations for anyone else. Please perform your own due diligence before following my lead into or out of a position. I am not a professional. I enjoy investing and the open discussion that articles on this site inspire - this is why I write, not to influence anyone else's decisions, but to enhance my own ability to make sound financial choices. That being said, I wish the best of luck to everyone. May we all meet our own financial goals.
Momentum Trader/Technical Trader. Move fast when an opportunity arises, cut losers fast to protect from losses, keep risk low, play the odds when in your favor, don't feel obligated to buy as that will ruin your mindset. Plenty of opportunities out there, don't let yourself feel rushed.
Business Owner/Entrepreneur first, Trader second, author third. This business limits my ability to trade, so not as as many articles and updates as some of you were used to in previous years.
Website being rebooted & launched in 2016.
Mike Kudrna and the information on his blog are for educational purposes only. You should speak to your own financial advisor before making any decisions based on Mr. Kudrna’s opinions. Mr. Kudrna is not responsible for any actions you take upon reading his perspective and opinion. Keep in mind that positions that Mr. Kudrna has can change at any time without written notice.
BS in Economics, MA in Public Policy (International Economic Policy). J is a well-known voice in the global shipping community, with unparalleled investment results and a penchant for activist investing.
Mintzmyer founded Value Investor's Edge, a top-ranked deep value research service in May 2015, with the goal of establishing a top-tier community of deep value investors and activists. Value Investor's Edge subscribers leverage exclusive in-depth analytic reports and community investment experience to discover disconnects in global shipping and a variety of other beaten down sectors.
TipRanks.com ranked Mintzmyer’s performance in the top 3% of all global analysts at the end of 2015 for his 2-year investment performance. While compiling his research, Mintzmyer has interviewed numerous management teams at public maritime firms, and has worked with a multitude of investors. His exclusive analysis has received numerous 'Top Idea,' 'Must Read,' and 'Small Cap Insight' awards.
J is a CFA candidate and investment enthusiast who utilizes Seeking Alpha to provide an open exchange of both trading and investment ideas. Masters in Public Policy, with focus on International Security & Economic Policy from the University of Maryland, College Park. Distinguished Graduate of the United States Air Force Academy with a B.S. in Economics. President of Mintzmyer Investments LLC, a financial services company specializing in equity research and hedge fund advisory.
Extensive background in financial analysis, equity research, accounting, portfolio management, and customized asset allocation through nearly a decade of formalized education, personal studies, and practical experience. Avid reader of business/investments and biographies.
Legal Disclaimer: Any related contributions to Seeking Alpha, or elsewhere on the web, are to be construed as personal opinion only and do NOT constitute investment advice. An investor should always conduct personal due diligence before initiating a position. Provided articles and comments should NEVER be construed as official business recommendations. In efforts to keep full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. The majority of trades are reported live on Twitter, but this cannot be guaranteed due to technical constraints.
My premium service is a research and opinion subscription. No personalized investment advice will ever be given. I am not registered as an investment adviser, nor do I have any plans to pursue this path. No statements should be construed as anything but opinion, and the liability of all investment decisions reside with the individual. Although I do my utmost to procure high quality information, investors should always do their own due diligence and fact check all research prior to making any investment decisions. Any direct engagements with readers should always be viewed as hypothetical examples or simple exchanges of opinion as nothing is ever classified as “advice” in any sense of the word.
I am the investment manager for Darkravenwind LLC, a small software development consulting firm. 20% of our pre-tax revenue is my responsibility to invest and grow. I also help moderate the "Value Investing" group on Facebook. My hobbies include fighting the Fed, martial arts, and old video games.
I have been using value investing techniques as first described by Benjamin Graham since approximately 2005. I was wasting my life up to that point. My specialty, over and above corporate valuation, is analyzing people. Human behavior is remarkably consistent and can lead to huge gains when you understand what motivates them.
In my own portfolio, I have a diversified income focus with a preference for long term earnings and dividend growth. When a good opportunity comes along, I'll focus a large percentage of assets into that single holding. I'm also maintaining an income portfolio with a little over 180 high yielding companies inside of it as a bit of an experiment.
I was mostly self taught, but do have a partially completed business degree behind me as well. In 2008, I quadrupled my money in the crash, and saw numerous opportunities that I jumped on throughout the next few years. By 2012 my total portfolio was over 50,000% higher than when I had first started.
I was previously an employee at Countrywide Financial Corp., and was present during the mortgage meltdown. I saw firsthand how the company was falling apart from the inside while management continued to believe the organization could be rescued. Because of that experience, I have made bond analysis and studying the effects of inflation a specialty of mine.
Market direction is irrelevant. I look for value. Profitable companies that are low or even fairly priced, so long as the results are dependable. Intrinsic value is subjective, but earnings power matters. I am absolutely fearless of the future and do not make political views a part of my investment process.
I additionally make frequent updates to a blog maintainted at WhoTrades called "Brand Power", you can read and subscribe to it at bandpower.whotrades.com.
I am a retired accountant with a background in large mining projects from feasibility to full-scale operation.
I manage my own investments and for the majority of my portfolio I have a strong preference for Blue Chip stocks.
For the balance of my portfolio I have an interest in small and micro-cap stocks, seeking superior returns.I seek alpha returns through identifying companies with the right fundamentals and assessing the risks and investing long. Although investing long, I understand the importance of share price in the short to medium term for these small cap companies as it impacts their ability to raise capital.
Trader of equities and options for over 12 years. Proprietary trading strategy involving options and biotech with a very high win to loss ratio. SMID cap biotech. Passionate about science and cooking.
"Win or lose, everybody gets what they want out of the market. Some people seem to like to lose, so they win by losing money."
Peter Way Associates is the only known provider of the price range forecasts of widely-held, actively traded stocks derived from the hedging activities of market-making [MM] firms as they balance big-$-fund sellers and buyers in large block trades. The price ranges offer explicit downside exposure forecasts not commonly found in publicly published investment analyses.
This is all forward-looking data, based on what the MMs will pay for protection against coming unwanted price change while temporarily committed firm capital is exposed to market risks. It is available by modest subscription cost at blockdesk.com.
The behavioral analysis involved has been performed daily since Y2K, now on over 3,000 stocks, ETFs, and market indexes. That has built an actuarial history of how market prices have subsequently behaved following several million price range forecasts, issue by issue.
That data provides a qualitative backdrop to current forecasts in terms of odds of profitable positions, size of prospective gains, credibility of forecasts, and worst-case price drawdown exposure experiences.
Peter F. Way is a veteran Chartered Financial Analyst, having taken and passed the CFA Institute’s required 3 examinations in the first years they were given, 40+ years ago.
Armed with BS in Economics from the Wharton School and an MBA degree from Harvard Business School, he has managed staffs of dozens of Investment Researchers and Quantitative Analysts for the nation’s largest bank, arbitraged index options for NYSE Specialists, and managed portfolios of hundred-million-dollar equity investments for Fortune 100 corporate pension funds and non-profit endowments.
He has been elected President of professional Investment Analyst Societies in San Diego and New York City and has served on the editorial boards of the Financial Analysts Journal and the CFA Digest. He has spoken at numerous schools and professional meetings.
I'm a tech columnist for TheStreet. I was previously responsible for Seeking Alpha's tech news coverage, as well as its Eye on Tech newsletter. Prior to that, I wrote for other financial sites and published independent investment research, primarily on tech companies.
I have a B.A. in Economics from Columbia University. I'm based out of San Diego, but grew up in Southern New Jersey. I play basketball and tennis in my spare time, am a long-time (and long-suffering) fan of Philadelphia's sports teams, and alternate daily between using an iPad Air, a Galaxy Note 3, and one or two Windows PCs.
Started Trading at age 25 in late 2011, mostly invested in energy and tech stocks. I keep a close eye on coal in general. I'm interested in building a 2 part portfolio one part dividends and long term hold stocks mainly for retirement, the 2nd part is a growth portfolio which will hold my more risky picks in an effort to fund various fun things in life.
Update: 2013 was a decent year 2014 not so good as of 10/10/14.... Hoping the year turns around. Made some moves shrunk my portfolio a bit. Focus is still to retain 50-70% long term (1 year or more) dividend companies. Using the remaining funds for options trades and any swing trades that I think might work out.
BS Engineering from U. Arizona, MBA Thunderbird International Bus School; 30+years in metals, including large projects, over 15 years living and working in LatAm.
Back in Lima, Peru. Running my own investments full-time now.