Kevin is the CEO and founder of Blue Water Capital Advisors. He is involved in all aspects of the business, including portfolio management, financial advisory services, team management and business development, and he is Chairman of the Investment Committee. Kevin is an experienced speaker and is available (under certain conditions) by request.
Kevin brings a unique perspective to wealth and risk management that is very intuitive and measured. Clients are confident in his abilities and trust that their assets are managed by the best in the business. Although he has been a leader within the regional wealth management industry for the majority of the last two decades, it is not his first career. He was a petroleum geologist and academic research scientist for 17 years in his first career. Kevin’s keen sense of risk-reward dynamics was developed during his geological career when he served as an exploration team leader and senior manager in the oil and gas exploration business. He drilled over 100 wells on his own geological interpretations and found millions of barrels of oil. This was a very high risk kind of business, and Kevin learned a great deal about how risk really works from his experiences in exploration geology.
He was also a professor at The University of New Hampshire and Bryn Mawr College for several years and has published 11 papers in international scientific journals and books. Highlights of Kevin’s geological career include surviving a violent well blowout, working as a consultant to Phillips Petroleum, Texaco, Exxon, and numerous independent firms, acting as a Principal Investigator on a dinosaur dig in Montana, diving Australia’s Great Barrier Reef, teaching and advising students, receiving numerous research awards and grants, and conducting funded scientific research on sedimentology, paleoceanography, paleoclimatology, geochemistry, and global plate tectonics.
Kevin left his geology career when the global oil price collapse finally caught up to him in 1992. He went into the financial advising industry because his father had been a nationally-ranked leader in that field with a major national firm, so he felt comfortable with making the transition. Over the years he was awarded the Chartered Financial Consultant (ChFC) designation and has completed about half of the coursework for a Master’s degree in Financial Services. Kevin served as a Trust Officer and Vice President for a major Midwestern regional bank for seven years, and served as a Senior Vice President at National Bank of Commerce in Duluth for four years. He was a member and board member of the Arrowhead Estate Planning Council for a number of years. He has a refined sense of the big economic picture that is grounded in his ability to differentiate meaningful information from “noise,” as he once did while working in science and petroleum geology. Kevin is the principal shareholder of Blue Water Capital Advisors, LLC.
Specialize in the investment in and trading of "deep-value" high-yield securities, including debt, preferred shares, common shares, put/call options, and ETF's, for my own and family accounts only. Have over seventeen years experience personally directing our personal and family accounts on a mostly full-time basis.
Was previously an international-business executive, general manager and entrepreneur in the medical-technology industry. Also provided consulting, related to general management, new-venture formation and acquisition of venture capital.
Education: Brown University, School of Engineering (Sc. B. '71); University of Virginia, Darden School of Business Administration (MBA '73).
Present Home: Sarasota, FL
Previous Homes: New York City, Mountain View, CA
Hometown: Baltimore, MD
Background: Former securities analyst and brokerage firm owner and
Currently doing investment strategy consulting for institutional investors
Undergraduate degree from Northwestern, Economics
Taught Advanced Financial Markets Class at a University in Chicago
In to Yoga.
Janus Capital Group Inc. (JCG) is a global investment firm dedicated to delivering better outcomes for clients through a broad range of actively managed investment solutions, including fixed income, equity, alternative and multi-asset class strategies. It does so through a number of distinct investment platforms, including investment teams within Janus Capital Management LLC (Janus), as well as INTECH Investment Management LLC (INTECH) and Perkins Investment Management LLC (Perkins), in addition to a suite of exchange-traded products under the VelocityShares brand as well as global macro fixed income products under the Kapstream brand. Each team brings distinct asset class expertise, perspective, style-specific experience and a disciplined approach to risk. Investment strategies are offered through open-end funds domiciled in both the U.S. and offshore, as well as through separately managed accounts, collective investment trusts and exchange-traded products.
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
Harold L. Vogel, Ph.D., CFA, is CEO of Vogel Capital Management in New York City and former Adjunct Professor of Finance and Economics, Columbia University Graduate School of Business. He is author of Financial Market Bubbles and Crashes, 2nd ed (2017), Entertainment Industry Economics, (9th ed. 2015), and Travel Industry Economics, (3nd ed. (2016). Articles include "An Analytical Review of Volatility Metrics for Bubbles and Crashes (with R. Werner), International Review of Financial Analysis, March 2015.
Stephen Aniston is President of Volatility Advisors, a financial research firm that focuses on stock market volatility. The company operates VIXCONTANGO.COM, the best source for volatility data, analytics, trade alerts and research. Prior to his current endeavor, Mr. Aniston was a financial technology software manager, architect and developer with over 10 years of experience in the financial industry. He was Technical Architect for the Merchant Bank at Goldman Sachs and Technology Vice President for the Investment Bank at the Royal Bank of Scotland. He also had stints at hedge fund investment firms (commonly called fund-of-funds) K2 Advisors and Ivy Asset Management. He graduated from Stanford University with an engineering degree in the late 90s
Edward is a macro economist, who specializes in growth and productivity theory, demographic processes and their impact on macro performance, and the underlying dynamics of migration flows. Edward is based in Barcelona, and is currently engaged in research into the impact of aging, longevity, fertility and migration on economic growth. He is also working on a book which has the working title: Population, The Ultimate Non-renewable Resource? He is a regular contributor to a number of economics weblogs, including India Economy Blog, A Fistful of Euros, Global Economy Matters and Demography Matters. He was, in fact, a founding member of all these weblogs. Edward follows in detail the Indian, Italian, Spanish, German and Japanese economies. He also has a more than a passing interest in the economies of Turkey and Brazil and in the emerging economies of Eastern Europe. Visit Edward's sites:
Edward Hugh Too (http://edwardhughtoo.blogspot.com/)
Global Economy Does Matter (http://globaleconomydoesmatter.blogspot.com/index.html)
Demography Matters (http://demographymatters.blogspot.com/)
Bill Gross is a Portfolio Manager responsible for managing the Janus Global Unconstrained Bond Fund, and all related portfolios, and leading efforts to build out Janus' global macro fixed income capabilities. He also serves as an integral member of the Janus Capital Group Global Allocation Committee focused on the expansion of Janus' global asset allocation business. He is based in Newport Beach, California. Mr. Gross co-founded PIMCO in 1971 and served as managing director and Chief Investment Officer until joining Janus in 2014. Throughout his career, Mr. Gross has received numerous awards including Morningstar Fixed Income Manager of the Decade for 2000-2009 and Fixed Income Manager of the Year for 1998, 2000 and 2007. He became the first portfolio manager inducted into the Fixed Income Analysts Society’s Hall of Fame in 1996 and received the Bond Market Association’s Distinguished Service Award in 2000. In 2011, Institutional Investor magazine awarded him the Money Management Lifetime Achievement Award. He is a renowned expert within the bond market and is at the forefront of thought leadership on the subject of fixed income investing. He is also author of the books, Everything You’ve Heard About Investing is Wrong and Bill Gross on Investing.
Mr. Gross holds an undergraduate degree from Duke University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He has 44 years of financial industry experience.
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.
A little bit about me:
I hold two US issued software patents, one of which is issued internationally. I have 3+ decades experience as a software architect and 14 years as an intellectual property researcher. I've delivered 1/2 a dozen shrink-wrap retail software packages to market and spent 3 years at Xerox's Palo Alto Research Center (PARC).
Here's my BlackBerry Scorecard:
(1) $BBRY - closed, win
Mar 2014 $8 puts
Sold [11/4/2013] for a 35% profit.
(2) $BBRY - closed, win
[12/31/13] flipped 10K shares BBRY on for a small $0.12 P/S profit.
(3) $BBRY 12/21/13 $6 puts - closed, lose
puts expired worthless
(4) $BBRY - closed, win
Flipped some 03/22/2014 $7 puts for a small profit.
(5) $BBRY 09/20/2014 puts - closed, lose
puts expired worthless
(6) $BBRY 3/21/14 - closed, win
Recently purchased April 19 $10 puts in anticipation of an earnings crash on the 28th.
Okay, sold my April 19 $10 strike puts for a cool 34% profit.
(7) $BBRY 4/3/14 - closed, lose
Just added 4/19/14 $8 strike calls giving me a lopsided straddle.
I think BlackBerry will swing up to $9 in the short term before heading back into the abyss. These calls are to monetize that move.
Lost my bet on the 4/19/14 $8 strike calls. Fortunately is was a much smaller position than my Sept puts
(8) $BBRY 7/7/14 - closed, win
Just added 10/18/2014 $11 strike puts
Sold [7/17/14] my Oct $11 strike puts this morning for a cool 46.9% profit.
(9) $BBRY 8/7/2014 - closed, win
long at $9.25
Sold [9/2/2014] at $10.42 for a sweet 12.6% profit.
(10) $BBRY 09/26/2014 $10.50 strike puts - closed, win
Sold [9/25/2014] for an exceptional 88% profit.
(11) $BBRY 10/10/2014 $10.00 strike puts - closed, win
Sold [10/2/2014] at $9.35 for a solid 20% profit.
(12) $BBRY, 10/18/2014 $9.50 strike calls - closed, lose
Sold [10/17/2014] for a 72% loss.
(13) $BBRY, 10/31/2014 $10.00 strike puts - closed, lose
Options expired worthless.
(14) $BBRY, 12/20/2014 $10.00 strike puts - closed, win
Sold [11/19/2014] for a sweet 50% gain.
(15) $BBRY, 12/26/2014, $10 strike call - closed, win
Sold [12/2/2014] call leg of my straddle for a 25% gain (25% in one day)
(16) $BBRY, 12/26/2014, $10 strike call - closed, wash
Reloaded [12/22/2014] the call leg of my Dec. 26th $10 strike straddle.
Sold [12/22/2014] call leg of my straddle to break even
(17) $BBRY, 12/26/2014, $10 strike put - closed, lose
Options expired worthless.
(18) $BBRY, Buy 04/17/2015 strike puts - closed, win [position 1]
Sold [03/11/2015] for a 15% gain.
(19) $BBRY, Buy 04/17/2015 strike puts - closed, win [position 2]
Sold [03/11/2015] for a 10% gain.
(20) $BBRY, Buy 04/02/2015 $10 strike puts - closed, win [position 1]
Sold [03/30/15] for a 25% gain
(21) $BBRY, Buy 04/02/2015 $10 strike puts - closed, win [position 2]
Sold [03/30/15] for a 25% gain
(22) $BBRY, Buy 04/24/2015 $8 strike calls - closed, win [position 1]
Sold [04/07/15] for a 25% gain in 7 days
(23) $BBRY, Buy 04/24/2015 $8 strike calls - closed, win [position 2]
Sold [04/07/15] for a 25% gain in 7 days
(24) $BBRY, Buy 07/17/2015 $11 strike puts - closed, win [position 1]
Sold [05/05/15] for a 20% gain in 11 days
(25) $BBRY, Buy 07/17/2015 $11 strike puts - closed, win [position 2]
Sold [05/05/15] for a 20% gain in 11 days
(26) $BBRY, Buy 07/17/2015 $11 strike puts - closed, win [position 1]
Sold [06/01/15] for a 25% gain in 20 days
(27) $BBRY, Buy 07/17/2015 $11 strike puts - closed, win [position 2]
Sold [06/23/15] for a 60% gain in 42 days
(28) $BBRY, [06/30/15] Buy 10/16/15 $8 strike calls - closed, lose
[10/16/15] expiring worthless.
(29) $BBRY, [11/30/15] Buy to Open 12/24/2015 $8.00 Strike Puts - closed, lose
[12/24/15] expiring worthless.
(30) $BBRY, [1/11/15] Buy to Open 1/24/2015 $7.50 straddle - closed, even
Sold [1/15/16] PUT leg for $0.74 which is a 85% gain in 4 days
This sale pays for the complete straddle. The CALL leg is now free.
CALL leg expired worthless.
Jake Huneycutt is a former Portfolio Manager. Jake holds an MBA degree with a concentration in finance from Emory University. He earned a Master of Accounting degree from the University of North Carolina at Chapel Hill. He received his B.A. in History from East Tennessee State University. Jake is originally from Johnson City, TN and currently splits time between Boston, MA and Atlanta, GA.
George Soros is founder and chair of Soros Fund Management LLC and the Open Society Foundations. Born in Budapest in 1930, he survived the Nazi occupation during World War II and fled communist-dominated Hungary in 1947 for England, where he graduated from the London School of Economics. He then settled in the United States, where he accumulated a large fortune through the international investment fund he founded and managed. Soros has been active as a philanthropist since 1979, when he began providing funds to help black students attend Cape Town University in apartheid South Africa. The Open Society Foundations today operate in more than 100 countries, with annual expenditures that reached $835 million in 2011, working to promote the values of open society, human rights, and transparency. Soros is the author of over a dozen books, including The Tragedy of the European Union: Disintegration or Revival? (2014). His articles and essays on politics, society, and economics regularly appear in major newspapers and magazines around the world.
I am a retired accountant, investing in all varieties of instruments. I started investing on my own account in 1982. I have made money on a consistent basis. However I lost everything that i owned in 1987, but on the flip side, I sold UK property in 2006 and sold all stocks and shares in August 2007. You should only loose your shirt once in your lifetime! I do not purport to be a professional investor; however the 'Pros' nearly all have a vested interest in selling their firms, services or investments and this makes much of their advice tainted. If I write it is an unbiased personal opinion and should not be taken as investment advice.
I was originally a golf pofessional but qualified as an accountant in 2003. I am now retired and no longer have a practicing certificate in accountancy.
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.
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.
Somewhere between disaster and "more of the same" is the world we all live in today, and it may go on in this same state for our lifetimes. No black swan, no collapse, no implosion of the Republic. Because there is no knowing I have given up trying to know or predict.
I have one goal. Survival at a modest level under any foreseeable future.
Let it be noted, I am a tiny investor.
If all my Shearson Lehman deals hadn't gone south, I'd be a medium small investor.
Now I trust no one.
So. Really big companies. Really good divi histories. Really broad diversification.
Buy and hold. Usually.
Gold buried in my sister's yard. Cash under the mattress. Food in the basement. And a full expectation that we shall see a blistering correction before 2020. But, no telling.
Let's talk about the big companies. I like big, strong and smart.
I want a dividend that has history, a future, and a present.
I want, five years from today, all investments made today to be yielding at least 5% based on cost.
The higher today's yield, the lower the dividend growth rate can be. So I like the "Chowder Rule." Some examples of stocks in this category (I think) are T, SO, DUK, VZ, D, AEP, and so on. Based on my cost basis.
The other extreme are a companies whose dividend growth rate leads to a reasonable expectation that it will yield 5% in five years. WMT, MCD, KMB, CL, EMR, TGT, and JNJ all are of the type. More or less, as of this writing. They will have their ups and downs. Bought right, in general, they should fit the bill.
My third favorite category are resource oriented companies, mostly oil, whose history and business fit with my goals. OXY, COP, CVX, XOM, RDS, FCX, and BHP come to mind.
These three kinds of companies represent my "core" investments. Outside the core, about 10% of the portfolio is more adventurous.
To round out the stable with some diversity I also own some REITs; O, ADC, OHI.
I also hold a very small portfolio of energy related companies like LINE, VNR, etc.
And yes, I do own little tiny positions in a few gold and silver resources. While I fully expect metals to break below the floor they are forming here in late January, 2014, but I hold them as a little insurance.
No position is over 5% of the portfolio value. Oils are overweighted on purpose as a group, perhaps foolishly, since oil may see a decline this year. Most positions are 2-3% of the total.
I try and follow Chowder and Carnevale here on SA, and wish I had gotten the divi bug sooner in life, so I preach it ofter to others. As the markets unfold, I may of may not prove to have the mettle to be a buy and hold investor.
Charlie Bilello is the Director of Research at Pension Partners, LLC, an investment advisor that manages mutual funds and separate accounts. Mr. Bilello, winner of the 2014 Dow Award, is responsible for strategy development, investment research and communicating the firm's investment themes and portfolio positioning to clients. Prior to joining Pension Partners, he was the Managing Member of Momentum Global Advisors, an institutional investment research firm. Previously, Mr. Bilello held positions as an Equity and Hedge Fund Analyst at billion dollar alternative investment firms. Mr. Bilello holds a J.D. and M.B.A. in Finance and Accounting from Fordham University and a B.A. in Economics from Binghamton University. He is a Chartered Market Technician (CMT) and hold the Certified Public Accountant (CPA) certificate.
Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor. He has been a frequent guest on Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes Moneybuilder, GuruFocus, MarketWatch and InvestorPlace.com.
Charles holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
I'm a self-directed investor who shares my experience in investing. I read, learn, and apply every day.
I write about value & dividend investing from the perspective of a Canadian. I invest in individual stocks on the US stock exchanges and the Toronto Stock Exchange.
As I write, I reflect on my own actions and results, which is an amazing exercise. I encourage individual investors who enjoy writing to try it.
I appreciate the work done by SA staff & authors and love the community that engages in meaningful discussions.
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.
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.
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.
Investors adopt many different approaches that offer little or no real prospect of long-term success and considerable chance of substantial economic loss. Many are not coherent investment programs at all but instead resemble speculation or outright gambling.
I am an 'intelligent investor'. I am not a "value-investor", "growth-investor", "contrarian" or any other arbitrary label that has been perverted by the mainstream. The best way to invest is to be flexible and to seek opportunity across all asset classes. Use valuation methods and investment techniques that are fundamental/logical as opposed to using "models", comparables, or technical analysis.
I have a Bachelor's degree of Social Sciences in Economics. I hold a concentrated portfolio; encompassed largely by precious metal royalty/streaming companies.
Elephant Analytics has an Bachelor of Business Administration degree with a concentration in marketing and finance, and 13 years of experience as an analyst. Elephant Analytics originally focused on marketing and sales analysis due to geographical and lifestyle considerations, but rekindled his interest in finance and investing several years ago and became a contributor to Seeking Alpha in 2013. He has a particular interest in attempting to understand distressed companies and distressed industries.
Elephant Analytics has unique skills in the areas of numerical analysis and applied mathematics. Elephant Analytics achieved a top 50 score on the Bloomberg Aptitude Test (out of nearly 200,000 test takers) which measures financial aptitude. Elephant Analytics also has achieved a score (153) in the 99.98th percentile on the WAIS-III IQ test and has also been involved in multiple teams that have won awards during business and strategy competitions involving numerical analysis. In one such competition, he captained his team to become North American champions, ahead of MBA and undergraduate teams from universities such as Harvard, Yale and Northwestern.
Legal Disclaimer: Elephant Analytics' reports, premium research service and other writings are personal opinions only and should not be considered as investment advice. Only registered investment advisors can provide personalized investment advice. While Elephant Analytics attempts to provide reports that include accurate facts, investors should do their own diligence and fact checking prior to making their own decisions.