I am a former Lieutenant in the U.S. Submarine Service, who began a career in the investment business after separating from the Navy in 1991. I am currently an investment adviser that follows a value-based investment philosophy. I have earned the right to use the Chartered Financial Analyst (CFA) designation. The book that has most influenced my investment philosophy is The Intelligent Investor, by Benjamin Graham. I also enjoy reading books about Warren Buffett, and books authored by Joel Greenblatt, Peter Lynch, Howard Marks, and Seth Klarman. I believe to be a successful investor, it is critical to "know oneself" and to develop an investment strategy and process that matches your personality. (If you are not a patient person, I believe following the value investment philosophy will be a challenge). For investors with the so called "Value Investing Gene" referred to by Warren Buffett, the value investment strategy will likely yield exceptional results over extended time periods.
I am a Vice President in a small high-tech company with over 35 years of investing in small cap stocks. My speciality is small cap tech companies, and I seek out companies with tremendous growth opportunities that have significant insider ownership and a solid balance sheet. My goal is to find these companies in the early stages of growth, and at a reasonable price.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
ValueWalk has gained popularity among all circles for its breaking stories on hedge funds, and investigative reports on investments by major funds.
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James Grant, financial journalist and historian, is the founder and editor of Grant’s Interest Rate Observer, a twice-monthly journal of the investment markets. He is, in addition, the author of five books on finance and financial history: Bernard M. Baruch: The Adventures of a Wall Street Legend (Simon & Schuster, 1983), Money of the Mind (Farrar, Straus & Giroux, 1992), Minding Mr. Market (Farrar, Straus & Giroux, 1993) and The Trouble with Prosperity (Times Books, 1996), and Mr. Market Miscalculates (Axios Press, 2008). John Adams: Party of One, a biography of the second president of the United States, was published in March 2005 by Farrar, Straus & Giroux as well as Mr. Speaker! The Life and Times of Thomas B. Reed, the Man Who Broke the Filibuster (Simon & Schuster). His new book, “The Forgotten Depression, 1921: the Crash that Cured Itself,” will be published in the fall by Simon & Schuster. Mr. Grant’s television appearances include “60 Minutes,” “The Charlie Rose Show,” “CBS Evening News,” and a 10-year stint on “Wall Street Week”. His journalism has appeared in a variety of periodicals, including the Financial Times, The Wall Street Journal and Foreign Affairs, and he contributed an essay to the Sixth Edition of Graham and Dodd's Security Analysis (McGraw-Hill, 2009). Mr. Grant, a former Navy gunner's mate, is a Phi Beta Kappa alumnus of Indiana University. He earned a master's degree in international relations from Columbia University and began his career in journalism in 1972, at the Baltimore Sun. He joined the staff of Barron’s in 1975 where he originated the “Current Yield” column. He is a trustee of the New York Historical Society. He and his wife, Patricia Kavanagh M.D., live in Brooklyn. They are the parents of four grown children.
Simply Safe Dividends helps dividend investors increase current income, make better investment decisions, avoid risk, and grow their wealth faster.
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
I am a medical professional, but I have been studying investing for many years so that I can control my own portfolio. DGI seems to be the best way for me to invest for my retirement while being able to sleep at night.
I have also been successfully trading cash secured puts for extra income. I share my experience on my websites, Tradingcsps.com and my blog Tradingputs.com.
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.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
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.
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 examining their accounting practices and performing an in-depth (deep-dive) financial 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.
F.A.S.T. Graphs™ is a powerful research tool providing “essential fundamentals at a glance” on over 17,000 symbols. F.A.S.T. Graphs™ empowers the user to research stocks deeper and faster by allowing them to exploit the undeniable relationship and functional correlation between long-term earnings growth and market price. Warren Buffett, the greatest capital allocator of all time, said; “there are only two things that investor needs to know; how to value a company and how to think about stock prices.” With the F.A.S.T. Graphs™ at their disposal, users are able to perform both of these critical tasks… FAST.
F.A.S.T. is an acronym for Fundamentals Analyzer Software Tool that takes all the hours of manual graphing of business fundamentals and reduces it to seconds, giving you critical information in an instant. With one glance you know a lot about the business you are graphing and its past, present and future value. F.A.S.T. Graphs™ should be the first step in every research project. Each graph is worth 1,000 words in describing a company’s growth, consistency and valuation.
MagicDiligence provides useful, simple, and effective stock screening tools inspired by Joel Greenblatt's Magic Formula® Investing methodology. Our Spells give value and growth investors a list of great stock candidates every day, and our advanced Spell Caster lets you create the Magic-style stock screen you've always wanted! Learn more about our exclusive set of investing tools today!
The Rational Walk was created to provide a platform to publish equity research based on value investing principles. We believe that diligent and thorough security analysis has the potential to identify opportunities in the financial markets for the small number of investors who truly have long time horizons and the appropriate temperament to ignore short term market fluctuations. The Rational Walk’s extensive coverage of Berkshire Hathaway has been mentioned in several news articles.
Ben Strubel is the President and Portfolio Manager of Strubel Investment Management, LLC ("SIM") a registered investment advisor. Strubel Investment Management provides separate account management services for clients and also publishes The Value Investor's Edge Newsletter. Ben Strubel is a Graduate of Drexel University with a Master of Business Administration in Investment Management. After graduation Ben founded SIM. Prior to founding SIM Ben worked for several years in the Information Technology field at a Fortune 1000 company. Ben has a unique three pronged approach to investing. First, seek to lower costs as much as possible by avoiding high fee mutual funds and tax inefficient strategies. Second, diversify client funds across multiple uncorrelated asset classes. Third, maintain a value investing focus. Ben selects individual securities for the equity portion of client portfolios and focuses on buying companies with excellent fundamentals that have fallen out of favor with the market.
I write about dividend growth stocks on my website www.dividendgrowthinvestor.com.
I am mostly a buyer of high quality dividend stocks, with solid competitive advantages. My holding period is forever, as long as the dividend is at least maintained. I tend to concentrate my efforts on stocks which grow earnings and dividends, which provides outstanding total returns over time. I only focus my attention to stocks with sustainable dividend payments. I am also a firm believer in diversification accross sectors and geographic locations.
I have been focusing my attention particularly to companies that regularly increase dividends to their shareholders on my website. On my blog I share my thoughts on investing in dividend paying stocks that have consistently increased their payments over time and tips on growing my dividend income. I hope that my blog will serve as an inspiration for my readers and that it would change their financial lives for the better.
Visit my website, Dividend Growth Investor (http://www.dividendgrowthinvestor.com/)
Greg Donaldson is the Chief Investment Officer of Donaldson Capital Management, an Indiana based firm with assets under management of $1.2 billion. He has been in the securities business since 1975 and has founded or co-founded three investment management firms. He is on the board of directors of St. Mary’s Health System. He serves on the Board of Trustees of the Memorial Trust Fund of Redeemer Lutheran Church. He is also a trustee of the Pumphrey Foundation. Greg graduated from Purdue University with a BS is Economics in 1970. Greg is married with two children and resides with his family in McCutchanville, a suburb north of Evansville, Indiana.
Super Stock Screener (http://www.SuperStockScreener.com) offers stock pick recommendations on over 6000 U.S. publicly traded stocks. Our recommended portfolios have outperformed the broad U.S. market in real-time since we launched in 2006. The recommendations are based on an extensively researched investment process.
George Spritzer, CFA is a registered investment advisor at Southland Investments and specializes in managing closed-end funds for individuals.
George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
Author of the value investing newsletter detailing the formation of the "Punch Card Portfolio" (http://valueinvestorcanada.blogspot.com/). Devon Shire is an accountant and an investor with 15 years experience managing a private portfolio. Devon Shire's preferred portfolio management style is a concentrated approach, investing only when finding opportunities that offer a sufficient discount to the intrinsic value of a business. Devon can be contacted at firstname.lastname@example.org.
Founded in 1990, TrimTabs Investment Research is the leading independent institutional research firm focused on the supply and demand of shares of stock and the money available for investment. Our key premise – which we term Liquidity Theory – is that stock prices are a function of liquidity rather than value. Like the prices of any tradable good, the prices of stocks are driven primarily by supply and demand.
Unlike most quantitative stock-evaluation models, which focus on easily available price, volume, and earnings data, Liquidity Theory insights depend on detailed data on asset flows and how they shift over time. Since data on the supply and demand for stocks is scattered across so many sources, most strategies ignore stock market liquidity altogether.
By maintaining detailed quantitative models that track key areas of market liquidity and changes in the supply and demand for equities and equity-like vehicles, TrimTabs provides our clients with comprehensive real-time analysis of all aspects of equity-market liquidity.
On the supply side, we measure changes in the float of shares by aggregating corporate actions. On the demand side, we track the money moving into and out of the stock market by measuring the flows into and out of mutual funds, exchange-traded funds, and hedge funds. To obtain an early edge on future liquidity trends, our Real Time Macro research focuses on real-time measures of consumer income and employment. Follow TrimTabs and Charles Biderman on Twitter, @CharlesBiderman
Income investing is a way of life. We earn, save and invest to produce income for monthly expenses and retirement. Dividend stocks are our passion. Finding the best dividend stocks to invest in is the journey we are on. Thanks for reading.
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Tony Abbate, CFA is founder and Managing Director of Granite Value Capital, a Hanover, NH based investment management firm.
Tony received his BBA in Finance and Business Economics from University of Notre Dame in 1992. He received his Chartered Financial Analyst designation in 1997. Prior to starting Granite Value Capital, he worked for nine years as a Portfolio Manager in Fleet/Bank of America's Private Wealth Management division.
Tony has thoroughly studied the teachings of the value investment philosophy set forth by Benjamin Graham during the 1930s and 1940s and expanded upon by Warren Buffett and other investors in the second half of the 20th century. In 2000 he completed a study of every publicly traded company with a minimum market capitalization of $25 million (over 5,000 companies) in the United States. From this study he created a universe of about 1,500 stocks that he continuously monitors.
Tony's equity investment selection process focuses on minimizing three elements of risk: business risk, balance sheet/bankruptcy risk, valuation risk. Tony looks at stock ownership as owning an interest in a business. His goal is to own a portfolio of companies with return and risk characteristics that are superior to the broader market.
Saj Karsan founded an investment and research firm that is based on the principles of value investing. He has an MBA from the Richard Ivey School of Business, has completed all three CFA exams, and has an engineering degree from McGill University. Visit his blog, Barel Karsan (http://barelkarsan.com/).
Theflyonthewall.com is your source for up-to-the-minute financial news. Known for its unbiased market intelligence, Theflyonthewall.com has been serving professional and individual investors worldwide for more than 12 years. Theflyonthewall.com's news feed keeps investors informed of all the news moving on the wires and circulating throughout Wall Street trading desks. You can't afford to be left out. Fly News, the fastest live news feed on the web, produces an average of 800 stories, headlines and analyses a day, featuring analyst commentary, hot stocks, technical and quantitative analysis, proprietary options commentary, market rumors, and much more. Stop guessing why your stock is moving and be an informed investor.
Tom Brown became one of the most respected Wall Street analysts of financial-services stocks in the 1980s and 1990s, working at Smith Barney, PaineWebber and Donaldson Lufkin & Jenrette. In 1998, he joined hedge-fund manager Julian Robertson, heading Tiger Management's North American financial-services group. In 2000, he formed Second Curve Capital, a $550-million-in-assets hedge fund that invests exclusively in financial-services stocks. Brown's original fund, Second Curve Partners, has generated a 20% yearly return, net of fees, since its May 2000 start.
Visit his site: www.Bankstocks.com
Dr. John Hussman is the president and principal shareholder of Hussman Econometrics Advisors, the investment advisory firm that manages the Hussman Funds ( http://www.hussmanfunds.com). He holds a Ph.D. in economics from Stanford University, and a Masters degree in education and social policy and a bachelors degree in economics from Northwestern University. Prior to managing the Hussman Funds, Dr. Hussman was a professor of economics and international finance at the University of Michigan. In the mid-1980's, Dr Hussman worked as an options mathematician for Peters & Company at the Chicago Board of Trade, and in 1988 began publishing the Hussman Econometrics newsletter. Virtually all of Dr. Hussman's liquid assets are invested in the Hussman Funds.
Note: Dr. Hussman is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Dr. Hussman's public commentary.