Howard Penney is managing director at Hedgeye Risk Management. His research coverage focuses on the restaurant industry and other Consumer Staples sectors in the US. He has nearly two decades of experience following consumer related sectors including tobacco, beverage (including Latin America), gaming and restaurant sectors.
Prior to Hedgeye Risk Management, Howard spent 14 years at Morgan Stanley, including working on the MACRO team covering small company strategy. During his tenure at Morgan Stanley, Howard was ranked #1 by Institutional Investor (Restaurants) and #1 in the WSJ poll (Tobacco). In addition, after Morgan Stanley Howard worked at FBR and SunTrust Robinson Humphrey.
Howard received his bachelor’s degree in finance and economics from Florida Southern College.
I cover consumer goods and services stocks for Seeking Alpha. This includes a whole lot of retailers, as well as automakers, casinos, food/beverage companies, and plenty more.
I graduated from Washington University in St. Louis with a degree in Economics. I have over 10 years of experience contributing content to major financial websites. In addition, I also created the websites MoneyRates.com and Savings-Investor.com before selling them to a San Francisco-based company.
My home is St. Louis, Missouri where I live with my wife + 3 kids. My hobbies include basketball, tennis, and music. My personal website is at ClarkSchultz.com.
E-mail tips/suggestions to me at Clark@SeekingAlpha.com
Roger Lipton @RogerLipton (Twitter) has followed the restaurant/retail industry for four decades, as an analyst, investment banker, investor and advisor. He manages an investment partnership, within a family office, with a particular emphasis on restaurants and retailing, with a secondary concentration in precious metals relating to international monetary developments. He tweets on a regular basis @RogerLipton, and is the purveyor of an interactive website@ http://www.rogerlipton.com
I graduated with honors with a Bachelors of Science in Mechanical Engineering from Virginia Tech. Later on I graduated with honors with an MBA from the University of Pittsburgh. I've been a Licensed Professional Engineer (P.E.) for the state of Pennsylvania since 2012.
Previous professional work experience includes working for the nuclear power industry as an engineer and as a former writer for The Motley Fool. I currently support the federal government as a professional engineer.
As an experienced investor for over a decade, I try to show that investing is not only for the pros. I believe investors should look at the big picture in their investments and try to keep things simple by following 3 main goals:
1) Know what you are investing in well-beyond the ticker symbol or company name.
2) Never put all your eggs in one basket no matter how good you think the investment is.
3) Never lose on any investment ever by maximizing money management, dollar cost averaging, and by not being too greedy.
You can follow me on Twitter at https://twitter.com/mikecart1
You can also check out some of my previous articles at The Motley Fool at http://www.fool.com/author/2665/index.aspx
Main Street Wins is a blog dedicated to help ordinary people access unique insights into analysis on stocks. Please visit the link below to learn more. The blog and articles are currently written by the founder of the organization, but we have very big plans for Main Street Wins. Please stay tuned.
Disclaimer: At Main Street Wins, I provide information about popular equities. Investors should not take this information to represent investment advise, and I am not a registered investment advisor. Investors should always perform their own due diligence before buying or selling any stock.
Mr. Himelson is the portfolio manager for JBH Capital, a small fund with investors consisting of friends and family members. He previously worked at a hedge fund as a research analyst and is currently a third year student at Columbia Law School. He is best known on Seeking Alpha for his article "The Trade That Netted Me More Than a 2000% Return." http://seekingalpha.com/article/2350375-the-trade-that-netted-me-more-than-a-2000-percent-return If you would like to inquire about hiring Mr. Himelson as a consultant, you can reach him at email@example.com
Contributors: Scott Tzu, Parke Shall, Thom Lachenmann
(contributors write under pen names for anonymity purposes)
Please read Seeking Alpha's Policy on Anonymous Contributors to familiarize yourself with the site's terms and conditions relating to anonymous authors.
Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A. Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary. Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications. "One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher. Identifying these opportunities has generated shareholders and investors thousands of percentage points in aggregate and is something I’m often recognized by paying subscribers for."
Zacks.com brings the decades of study and stock picking expertise of Zacks Investment Research to individual investors. Now, you don't to be an investment bank or brokerage firm to get the professional power of Zacks' research. It's all available on Zacks.com. Learn more about Zacks' history and company below.
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.
I am a IT Professional with a bachelors degree in Computer Science. I am not some multimillionaire (although I hope to be one day) I am an average everyday working person who decided to step out on his own and I want to encourage others to do the same. My investment profile closely resembles that of a Dividend Growth Investor with a bit of Value Investor mixed in.
Carol Kong is University of Toronto graduate with a background in Engineering (Transportation and Infrastructure), and in Business. She is a part time investor with her core investing principles slated in a hybrid of growth and value investing - finding growth stocks at a reasonable price.
Follow @CarolKong on Twitter
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.
David Zanoni is ranked in the top 1% of blogging analysts on Tipranks.com for performance and accuracy. He focuses on growth & momentum stocks that are reasonably priced and likely to outperform the market over the long-term. David is a graduate of Rutgers University with a B.S. in Management. He is an independent long term investor of quality stocks and uses options for strategy. David believes in the power of innovation, capitalism, and the characteristics of the American spirit: intellect, fortitude, and adaptability to lead our country and the world to growing prosperity. His wants to help make people money by investing in high-quality growth stocks.
Has 16 years of investment experience. Holds Bachelors Degree in Business and minor in Economics. Holds special interest in options trading and hedging strategies utilizing options. Resides in the USA
The best way to contact Clay is here at SA messaging.
Could work with Hedge Fund(s) as a consultant. If you're a Hedge Fund who could use my talents as a stock analyst or would like some research done on various stocks, then you may contact me at:
University of North Florida, MBA, July, 1988. GPA: 3.92.
Virginia Polytechnic Institute and State University, BS-Finance, June, 1981.
President: Jacksonville Financial Analysts Society, Inc. 1988-89.
Member: Beta Gamma Sigma, since 1988.
EXPERIENCE AND COURSES TAUGHT AS A COLLEGE INSTRUCTOR:
08/02 – 05/10: As an Adjunct Faculty Member at Radford University, I have taught more than one section of the following courses:
Finance 331 (Introduction to Business Finance).
Finance 434 (Bank Management).
Finance 351 (Financial Planning).
01/06 – 12/07: As an Adjunct Faculty Member at Virginia Tech, I taught two sections of the following course:
Finance 3304 (Survey of Investments).
01/02 – 04/02: As an Adjunct Faculty Member at National College of Business and Technology in Salem, VA, I taught the following course:
10/95 – 08/02, Private Researcher. Subjects have included: a biotechnology firm (PPL Therapeutics); a municipality (Blacksburg, VA), regarding financing for a parking garage; and a pension consulting firm (Benefit Strategies), regarding trading the S&P 500 Index SPDR.
03/92-10/95, Stock and Bond Broker, Futures Broker. Washington Investment Corp., Washington, DC. Clients were invested in stocks, municipal bonds and futures.
10/90-03/92, Stock Broker, International Money Management Group, Greenbelt, MD.
09/89-10/90, Personal Trust Portfolio Manager. Sovran Bank/Maryland (now Bank of America). Managed over $100 million in market value of personal trust accounts invested in individual securities, and made purchases of stocks on approved buy list.
03/89-09/89, Private Consultant. Did research and analysis on Meritor Financial (Philadelphia, PA) distressed debt issues for Hedge Fund client in Ft. Lauderdale, FL. In addition, I was a broker with Dominick & Dominick and consultant for Linnis Financial.
07/87-03/89, Published Investment Securities Analyst. Linnis Financial Services, Jacksonville, FL. Followed Florida bank stocks and Ryan’s Family Steak Houses.
07/85-07/87, Published Institutional Research Equity Analyst. Blackstock & Co., Inc., Jacksonville, FL. Followed regional Florida companies for Wall Street.
07/82-07/85, Equity Analyst. Barnett Banks Trust Co., N/A (now also Bank of America), Jacksonville, FL.
09/81-07/82, Life Insurance Agent. Mutual Benefit Life, Roanoke, VA.
David is a Global Business Honors student at Fordham University, majoring in Applied Accounting and Finance with minors in Mathematics and Theology. David and his friends founded Royal Note Capital Management after they decided to invest in call options on Greek Shipping companies. He spends his summers day trading and has been an active trader for three years now. He is interested in technical analysis, but also has a buy and hold portfolio which he built following principles of fundamental analysis and value investing. David can be contacted at firstname.lastname@example.org.
Contextuall was founded on the belief that people’s online activities are a leading indicator of what they plan to do in the future.
- Before you buy a car, you search for the best deals online
- If you just lost your job, you tweet about it
- If you’re visiting your local shopping mall, you “check in” with your mobile phone
- When you’re reading financial media, you might be influenced by the bullish/bearish tone of the content
- And so on…
Contextuall uses cutting-edge machine learning and artificial intelligence technologies to transform these unstructured data points into useful insights for portfolio managers and investors…
Saibus Research is an independent research firm that specializes in fundamental deep value research in public securities for fund managers and institutional investors. We don't sell reports, we sell expertise.
For real-time updates: @saibusresearch
In 2001, I retired and now permanently reside in Mexico. After 5 years of managing my own affairs, I resumed my career in 2007 as a financial analyst / asset manager. My career began while in University as a – manual chartist for some wealthy Investors, who had a fancy math formula from Wharton School of Finance that required an advanced background in math – that was in 1957. I have kept those old books of Charts, and the basic formula still produces profits. I'm pleased to say that the formula / algorithm is now calculated by computer, but I still get to draw fancy lines.
If you would like to have further information about my work / analytics or perhaps my Professional Services - - asset management, mentoring or consulting – services . . . just send me an Email, click here, ( email@example.com ) and I will respond promptly. Please understand that this offer is for serious investors. I expect you to share just a bit about yourself and your investment objectives - that is important to me.
Furthermore, I never read or respond to the Seeking Alpha generated Messages or any Comments on my articles. Unfortunately, my experience has been very unsatisfactory. If you are seriously interested in learning more about what I do - - please Email me. firstname.lastname@example.org
I write a bi-weekly personal blog you might like. click here. http://twitter.com/#!/Invest Rotation
Education: I have several degrees, i.e. post graduate degrees and two doctorates. And a great deal of (too much) continued financial education. For seven years, I was a University Professor of Finance and Economics. No question, I learned more than I taught!
Licenses: I had all that were needed / required and more.
Designations: Over all those years, there were many initials after my name!
Business Experience: I owned a privately held asset-management firm and managed individual investor and corporate accounts as a Registered Investment Advisor - for over 40 years.
Published Articles: I have written and published over 400 papers / articles for both local and national circulation.
Current Status: In late 2007 I came out of retirement and re-entered my writing financial commentaries in various financial blogs. I began a Weekly, Commentary / Update for the ex-patriot locals here in Mexico. In my first issue, October 2007 – I recommended - Holding 100% Cash and forecast that the Marketplace was at a Top that was meaningful. To date, within this Weekly – Commentary / Update I have accurately identified all Inflection Points, i.e. the 2009 February and subsequent Lows. The December and the recent April Highs were also forecasted and identified.
I have resumed offering Asset Management and Consulting / Mentoring services as a Boutique Research Firm Financial Analyst. Email me if you might be interestes. click here.
I am currently also Blogging with SafeHaven.com / Community.Nasdaq.com and of course here in SA. I also maintain a Private Blog, click here ( http://twitter.com/#!/InvestRotation ). For twelve years, I maintained an International Website - Called: "The MoneyDr."
Something to Ponder for those of you that might choose to "Follow" - - or choose Not to "Follow":
A little monolog to set myself apart from those who call themselves - "traders":
Over all these, many years of managing assets, I have witnessed a large number of tragic situations as told to me by scores of Investors. It quickly became clear to me, early on in my career, that the financial industry is wrought with many divisive ways to separate you from your money. It takes advantage of words and emotion like: greed, fortune, comfortable retirement, etc. while at the same time restricting, if not preventing the you the Investor from understanding how to make money at a fair rate of return and to do so consistently. Over the recent years, "they" (Wall Street) has upped the requirements (complexity) for the average guy or gal to become a successful Investor. That's tragic!
Perhaps the biggest lie and sales pitch and flow of miss-leading information is the “Buy and Hold” philosophy, "they" (Wall Street, Mutual Funds, the Media, and Financial Salespersons) continuously pro-pound. B & H has not been a path to successful investing and profits for several decades, and I am sure, never will! I have written many articles with the secondary title: “Why Most Investors and Nearly All Traders Lose Money." It hits hard, and the brokerage community has made life tough for me (retaliation wise) on many occasions over these years. My continuous debunking of their ways and personal goals to a lush financial lifestyle, using your money, is simple not on their agenda.
The reality regarding Wall Street is that they want to make money off you, not With or For You! They are smarter (within their field) than the average Investor, in particularly by just knowing how things work, but never sharing the simple – How To - with YOU. I continue to believe that these truths and facts should be well understood by Investors, but unfortunately, and apparently it/they are not! For me, simple logic says that any professional is better trained, within their given field, then the lay or inexperienced person. Investors seeking only a fair and honest flow of profits as well as information and data are frequently disappointed.
There is now a new and equally serious problem as is the Buy and Hold philosophy. It’s the Investor backlash to B & H, which is called Day Trading. DT is the new "" In "" answer, but once again people are not taking time to realize that "Investing" is much different than Day or Fast Trading.
Since Day Trading began the statistics complied by Lipper Analytical Services and Yankelovich Partners clearly show that this too (Day Trading or Fast Trading) is a Big Loser for the average guy or gal. These two companies are highly regarded in the field of providing statistical information and data as well as offering excellent articles on and about the financial industry. See Google regarding these companies.
"Investing Wisely" is kind of my handle and the methodology I have developed over the years is quite unique. I publish information about - how I go about making money, which is available upon request.
I would like to ask you to ponder / think for a minute or so about the following question:
Who and What is your current broker or financial advisor?
Sure, many if not most have great credentials, and often a great deal of charisma, but it remains an undesirable fact that these people are simple “Salespersons." Is your medical Doctor or are your best friends – salespersons? In baseball talk, that’s (strike one through strike three all in a pitch - or did I mean sales-pitch?). You as an Investor have little choice or alternative but to deal with these highly motivated financial representatives. That's tragic.
Understanding these facts and concepts is the first step to your positive financial future and peace of mine.
Next on the list is finding an advisor / mentor, who will teach and share facts and truth with you, on a personalized basis, before you invest, not after you have lost a great deal of money.
I'm sure that we all understand that the cyber world has been permanently injected into our lives and lifestyle. Financial Blogs abound with an over-flowing supply of information and opinions. Most of which is often incorrect and filled with very persuasive salesmanship! Therefore, I regret to say / agree that, it is clearly difficult to find such an experienced and trustworthy professional to mentor and assist in guiding you through a profitable process of "Investing Wisely."
My advice is - keep digging until you find such a professional. Ask tough and direct questions to what appears to be an experienced and trustworthy advisor and, over time, see if his or her answers and communication have substance and give you a feeling that this professional honestly cares about YOU. Don't forget, the job description - it is to make money, and this is serious stuff.
I think you will find that the time you give to the consideration and evaluation of my work / analytics will be very profitable for you.
Thanks for taking the time to read my bio, I hope you can find the "right" professional "just for you" in all the important disciplines of life, and you can prosper financially with a smile.
Steven H. Bauer, Ph.D.
Phil Mangieri is a Partner at Restaurant Research LLC - a research firm which provides clients with valuable restaurant store level benchmarking data for $1B+ chains. RR data, which is obtained through our extensive network of restaurant industry players, is used by clients to maximize unit level ROI decisions, underwriting due diligence, financial analysis, benchmarking and competitive intelligence analyses.
John A. Gordon is Principal and Founder of Pacific Management Consulting Group (http://www.pacificmanagementconsultinggroup.com), an independent restaurant analyst providing research and niche earnings analysis, management consulting and advisory expertise to those who need to know about chain restaurants. Gordon has a track record of success in over thirty years experience in business, spanning roles from hourly associate to Chief Financial Officer, to management consultant, 100% focused on restaurants.
With his management consulting experience, Gordon has a track record of success with several hospitality and restaurant companies in a variety of operational and financial management roles.
Gordon is an expert in management systems, benchmarking and performance measurement, and is an expert in restaurant economics. He is active in many associations and expert networking groups (GLG, S&P, etc), and is a graduate of Indiana University.
I hold a PhD in the field of epidemiology a masters degree in public health. My undergraduate training is in policy, economics and the sciences. I have utilized my training in employment with government, academia, private industry and to further analyze the fundamentals and technicals of all manner of companies in different sectors. Specifically, I like to trade growth companies, REITS, biotechnology/ pharmaceuticals, precious metals, blue chips and small-cap companies.
Each market day I get up at 530 am and begin working/analyzing data before my day job. I focus much on current events, earnings, and developments. I also work after market hours to cover after hours developments or interesting action during the day. I aim to conduct 2 analysis per business day, which helps me stay focused on my own finances.
I have been investing for about 10 years. I also enjoy trading short expiration options, and investing in stocks with 3-20 year horizons. I enjoy writing with Seeking Alpha to share my opinion and analyses. I am a large believer in the crowd source model championed by Seeking Alpha and believe every ounce of analysis and opinion should be considered when you invest your personal finances.
Adam Levine-Weinberg is a graduate student by day, but also follows the stock market obsessively. He is an amateur investor always looking for good value stocks, and generally aims to profit from the market's irrationality.
Philstockworld.com is the fastest growing stock and option newsletter on the Web. "High Finance for Real People - Fun and Profits" is our motto and our Basic and Premium Chat Sessions offer readers a chance to speak to Phil live during the trading day as well as authors like Optrader, Sabrient, Income Trader and Trend Trader - who send out Alerts during the market sessions and discuss trade ideas live with Members.
We even have a new low-cost "Trend Watcher" Membership that lets readers view our chat sessions without directly participating a great solution for people who want to test-drive the site and profit from our experience! Trend Watchers get to view all of our Chat Archives, weekly Webinars - as well as the amazing PSW Wiki, which gives you Phil's recent opinions and trade ideas as well as technical and fundamental analysis of hundreds of stocks that we follow.
Philip R. Davis is a founder of Phil's Stock World (www.philstockworld.com), a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders. Mr. Davis is a serial entrepreneur, having founded software company Accu-Title, a real estate title insurance software solution, and is also the President of the Delphi Consulting Corp., an M&A consulting firm that helps large and small companies obtain funding and close deals. He was also the founder of Accu-Search, a property data corporation that was sold to DataTrace in 2004 and Personality Plus, a precursor to eHarmony.com. Phil was a former editor of a UMass/Amherst humor magazine and it shows in his writing -- which is filled with colorful commentary along with very specific ideas on stock option purchases (Phil rarely holds actual stocks).
Visit: Phil's Stock World (www.philstockworld.com)