The author is a former hedge fund trader now working as an Independent Trader, Consultant and author of the Panick Value Research Report. The Panick Report is a newsletter and alert service focused on undervalued high yield preferred stock issues and some undervalued micro cap equities. Sign up in the Dividends section of the Seeking Alpha Marketplace to receive exclusive subscriber articles, daily sector updates, advance drafts of public articles and more. Email firstname.lastname@example.org for more information. See also my Panick Value Research Report Facebook site for tips on upcoming articles.
Developer and data curator of Shale Equities Explorer -- www.shaleequitiesexplorer.com. Attorney and author of major legal treatise on federal oil and gas taxation. Private investor in oil and gas equities. Novelist (Port Royal, available from Amazon in digital and print).
James Carlini, MBA, is a real estate technology strategist, a certified Infrastructure consultant, and President of CARLINI & ASSOCIATES, since 1986. He is a member of the National Military Intelligence Association.
He is also the Chairman Emeritus of the Rolls-Royce Owners Club, Lake Michigan Region.
He just published a new whitepaper on military infrastructure, strategy, and tactics for the War on Terrorism, NANOKRIEG: BEYOND BLITZKRIEG. This is an excerpt of his upcoming second book.
He also has a monthly column at Electrical Contractor Magazine covering Intelligent Infrastructure - http://www.ecmag.com/contributing-authors/james-carlini
His first book, LOCATION LOCATION CONNECTIVITY, about technology, Intelligent Infrastructure, and its impact on real estate and regional economic development is available at Amazon and Barnes & Noble (The ISBN # is 978-0-9906460-44 for the 386-page paperback (List price $39.99)). His conceptual definition of infrastructure, the Platform for Commerce, and its impact on economic growth has also been recognized and referred to in the US ARMY Corps of Engineers' Handbook on "Infrastructure and the Operational Art." (see Page 2, Chapter 1) http://www.academia.edu/9221521/Infrastructure_and_the_Operational_Art
He was the Keynote Speaker at the annual (2016) CABA Conference(Continental Automated Buildings Association) speaking on, "Intelligent Infrastructure & Cybersecurity".
He has spoken at several national conferences in 2015 including the Windy City Summit which is one of the largest Treasury and Cash Management tradeshows in the country and the Illinois Municipal League Conference.. His two sessions included, "Aiming for Quality in Technology Investments" and "Smartphones & Mobile Wallets vs. Credit Cards at the Windy City Summit. IN 2016, he has spoken at an IBEW Conference in Detroit, and will be the Keynote Speaker at the Intelligent Buildings & Digital Home Forum in San Diego in April, speaking on "Intelligent Infrastructure & Cybersecurity".
A whitepaper, "Intelligent Infrastructure and Its Impact on Regional Sustainability" has been published at http://iwcs.omnibooksonline.com/data/papers/2012/1-5.pdf This paper is what he presented in November 2012 at the annual International Wiring & Cabling Symposium in Providence, RI. He also spoke at the BICSI Winter Conference in Tampa, FL in January 2013.
He has also written several articles this year on 5G Networks, Smartphones, cloud computing and intelligent infrastructure. See link - http://jamescarlini.sys-con.com/
He recently spoke at the University of Chicago's Gleacher Center at the second annual INFORM conference on Big Data and Analytics (Sept. 2014) and gave the Keynote address at the HetNet Expo Conference in Chicago in October 2014. He spoke at the Dept. of Homeland Security's Workshop on Aging Infrastructure in NYC on his white paper "Intelligent Infrastructure: Insuring Security for Regional Sustainability in July 2009 at Columbia University.
He also wrote a follow-up white paper for George Mason University's School of Law's Critical Infrastructure Program Report (OCT. 2009) on "Intelligent Infrastructure: Securing Regional Sustainability" which discusses the concepts that the infrastructure is the platform for global commerce and that economic development today equals broadband connectivity and broadband connectivity equals jobs. See Page 7 (http://cip.gmu.edu/archive/CIPHS_TheCIPReport_October2009_AgingInfrastructure.pdf ) He recently addressed an audience of 3,300 at the annual BICSI (Building Industry Consulting Services International) Conference in Las Vegas in September 2010 on this topic focusing on the infrastructure and how it relates to regional economic development.
He was also the keynote speaker at the annual LECET Conference in 2011 and Roads & Bridges Live Conference in Las Vegas in the fall of 2011. He has been a keynote speaker at various national and international conferences and has also served as an award-winning adjunct faculty member at Northwestern University for two decades in the undergraduate and Executive Masters programs. He has advised on major projects including the Chicago 911 Center (Consultant to the Mayor’s Office), network infrastructures at the Chicago Mercantile Exchange (trading floor technologies), GLOBEX ( international network), and the DuPage Business Center (800 Acres). He has been an expert witness in both civil and federal court for network infrastructure and mission critical networks (the public network, 911, casinos) His white paper: Intelligent Business Campuses: Keys to Future Economic Development was published by the International Engineering Consortium in their Annual Review of Communications in 2008.
I'm a CFA Charterholder and hold an MBA in Finance.
I spend a large amount of my free time analyzing and investing in energy companies of varying size. I'm currently covering oil and gas producers in the Permian Basin and the Eagle Ford. I try to provide quarterly coverage for several companies. I also look at oil and gas producers globally, in search of strong value plays. Anytime I find one, I write about it.
I will do my absolute best to provide quality research for you to consider in your investment decisions. However, I suggest you consult with your financial advisor prior to taking any action after reading an article, comment, private chat, or any other communication that I wrote. I urge you do your own research and draw your own conclusions prior to taking any action. My articles or comments are your starting point for your research. After you enter a trade, you are on your own to enter, exit, or take no action on the trade. I am not liable for actions you take after reading something that I wrote.
I qualified as a chartered accountant in the UK and have been investing and trading ever since - some 20 years. I look for industry and economic trends coupled with lazy market valuations where the underlying company story is yet to be understood by the market at large.
Corey Sommers is a high technology executive, published author, and casual investor/trader. He is currently VP of Business Development at WittyParrot, a content management solution for the high tech and financial industries.
He is passionate about bridging the gap between marketing and sales.
Corey is the co-founder of WhiteboardSelling, a visual storytelling company, and trained over 50,000 sales professionals globally before being acquired by Corporate Visions in 2012.
Corey is co-author of the Amazon best-selling book, WhiteboardSelling - Empowering Sales Through Visuals, Wiley Press 2013.
Prior to WhiteboardSelling, Corey developed and executed VMware’s channel enablement strategy globally, across VARs, OEMs, Distributors, ISVs, and Corporate Reseller channel segments. He has led sales enablement and training for BMC Software’s worldwide direct sales organization and was also a founder of Ventaso, a sales messaging software company. He holds a BA from the University of California, Berkeley.
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Yale Class of '61, Retired Foreign Service Officer with 22 years as Middle East specialist. Over 20+ years as Financial Advisor, CFP(R). Active investor for more than 40 years. Asset Allocation includes 5% MLP and 5% energy services and E&P.
I am a recent Ithaca College graduate with a degree in Business Administration with a Finance concentration. I was the Sector Facilitator for the Tech/Telecom sector of the Ithaca Real Time Fund in 2014 and specialize in semiconductor and component design and manufacturing. I also have experience in the EMUI sector(s). I am currently seeking employment as a research analyst at a financial firm in either Boston, New York City, or Chicago.
Current student at Auburn University, majoring in finance. Emphasis on small/mid cap, oil & gas, utilities, and high yield plays. Main focus is on a dividend driven strategy with a long-term horizon.
I am currently building a portfolio of core holdings that I plan to hold long-term. Most of these names are dividend growth plays as I seek to grow my portfolio through the years by utilizing dividends.
My articles express my own opinion. I see my articles as jumping points for readers to further research. I highly encourage that anyone looking to invest does his/her own research beforehand.
Feel free to message me here on Seeking Alpha with any comments or concerns.
Oil & Gas Exploration Equity Analyst & Active Investor interested in systematically generating Alpha.
Drawn to investments with asymmetric positively skewed payoff distributions and large upside potential that is not priced into stock price. More specifically stocks trading at sizable discounts to Risked NPV.
Advocate of the writings of Nassim Taleb, the late great philosopher Karl Popper and classical liberalist Austro-Hungarian economist Friedrich August von Hayek.
If you are not comfortable with the markets or investing please seek the advise of a financial adviser.
Recommended blogs for oil and gas valuation:
Dalesmann - Targetting Oil Shares: http://dalesmann.com/
Zman's Energy Brain; http://zmansenergybrain.com/
Jonathan Yates is the founder of EarnedMediaUnlimited. He has had thousands of articles appear under his byline in websites and periodicals such Seeking Alpha, The Washington Post, AOL Daily Finance, Foreign Policy, and The Motley Fool, among many others. The views expressed are his own. In his personal investing due to his work with SmallCapNetwork, he has started to develop a greater appreciation for the potential in undervalued small cap stocks, both for assets and revenue.
Jon Jung is a managing director of Trailhead Asset Management, and specializes in investing in global microcap stocks. Trailhead invests in technology-driven companies that are growing their revenues through industry changing innovation. Trailhead's stocks are characterized by high margins, strong balance sheets and shareholder friendly management teams. Contact Jon through his email email@example.com for more information.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
Jennifer's areas of expertise include energy trends —their economic and geopolitical implications—and resource sustainability issues. Other interests include shale oil and natural gas, climate change, green and efficient infrastructure, China, India, and the energy-water nexus.
Her work has been published in various academic, policy and business publications such as Far Eastern Economic Review, Economist Intelligence Unit’s Executive Briefing, Journal of Structured Finance, Lloyd's List, D CEO, Energy Trends Insider, Financial Sense, and many others. She has been interviewed for numerous radio broadcasts and news stories, and presented her work at various conferences. From Dec 2010 to April 2013, she was the CEO/President of a global affairs organization focused on cutting edge trends. She organized and moderated panels on global gas, energy security, energy infrastructure finance, and urban development.
She has a master's degree from London School of Economics, and bachelor's in finance/marketing. She is principal of Concept Elemental, a strategic communications consultancy focusing on knowledge work, and includes over fifteen years of financial services industry work. She works with a top University, "translating" cutting edge research as well.
I am a retired bank executive with a masters/undergraduate degrees in economics/finance from a Tier 1 institution, with a finance designation. I am a full time active investor with a focus on Canadian Small cap stocks.
Chris Damas' contrarian equity research is broad based and covers energy production and infrastructure, metals, agriculture, chemicals, forestry, industrials, telecoms, retail, technology, financials, transports, renewables and special situations as well as US MLP's. Chris managed the second largest preferred share portfolio on Bay Street during the 80's and also follows currency and fixed income markets closely. His investment universe is broad and he spends most of his time hunting for actionable trade ideas and long term investment opportunities. His investment thinking and trading activity are now only available by subscribing to the US and Canadian versions of The BCMI Report (trademark) and The BCMI Flash (trademark) which are issued at least weekly and more frequently when opportunities and market conditions demand it.
I am an independent investor with a background in finance & marketing. My investment philosophy is focused on value growth or special situation investing with an added focus on the O&G sector. I am also interested in shareholder activism and issues related to corporate governance.
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
10 years of buy-side investment experience.
Disclaimer: Any content on this site is NOT investment, trading, legal, or tax advice, and none of the information available through this website is intended to provide tax, legal, investment or trading advice. Nothing provided through this content whether by the owner or posted by other writers constitutes a solicitation of the purchase or sale of securities/futures. The content on this site is intended for informational purposes only, and should never be used as investment advice. Please do your own research before making any investment decisions.
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
Benjamin is the founder of ModernGraham.com, a website devoted to the study and modernization of the teachings of Benjamin Graham. Benjamin graduated cum laude with a J.D. and Certificate in Taxation from DePaul University College of Law, and a B.S. in Finance (Honors) from DePaul University College of Commerce.
Articles posted on Seeking Alpha are a sample of the articles posted on ModernGraham.com. Please visit the website for more ModernGraham content.
I am a dynamic figure, often seen scaling glacier walls and hang gliding off tall buildings to survey the best urban party spots. I can ride my bicycle up almost any incline without slowing down—the laws of physics do not apply to me. I am a talented academic, but absent-minded: I once figured out the meaning of life, but forgot to write it down. Although not a commercial success, my book “What Your Orchestra Teacher Never Told You About Double Reed Technique: The Oboe and Bassoon Player’s Guide to Dating Beautiful Women” drew enthusiastic praise from both sexes.
I have been a trader on the floor of the CME since 1996. My scope would be considered Global Macro. I trade markets all over the world but have been focusing my attention recently on the Japanese debt market. It is my opinion that there is a significant chance the Japanese will have a debt crisis and very possibly lose control of the yen in the coming years. I am registered as a CTA and maintain a fund that seeks to profit from what I think is the coming pressure on the Japanese government bond market.
Well what about me. I retired in Oct. of 2011 at the age of 56. Retirement came from two avenues, 1) I was a Mechanical Engineer in the past, ended up in Vegas building large Casino Projects as Lead ME. At the time, the bonus structures were very good and I invested most. 2) my oldest son started, built and then sold a very successful and profitable computer game company. Together, this allowed us to purchase a small ranch/farm in the Pacific Northwest where I raise Arabian Horses and I am starting a Sustainable Beef Cattle Business. I consider myself a "Latent Cowboy". My Family backround was in Ranching when I was a child.
I spend most my time ranching (in the building phase right now) plus I also manage my portfolio. I had substantial cash from bonuses and some gaming winnings at the the time of the crash. This allowed me to purchase a number of very solid stocks at rock bottom prices, some of which I still hold and others that I have turned.
I tend to invest in things I know, use my common sense and do massive amounts of home work. Lately, I have been shifting my holdings a away from a more dividend based mix to growth stocks. I use about 40% of the base for higher risk stocks to keep things interesting.
Steve Zachritz, "Zman", is an investor/trader who specializes in the energy sector. He has managed small cap growth portfolios, been an energy banker, and a sell side exploration and production analyst (Prudential and Jefferies) in his 20 years in the financial markets. His daily writeups address developments in that sector and the potential impact on publicly traded stocks, options, and futures.
Visit his site: Zman's Energy Brain http://www.zmansenergybrain.com
Follow our tweets at ZmansEnrgyBrain