Bartley J. Madden retired as a managing director of Credit Suisse HOLT after a career in investment research and money management that included the founding of Callard Madden Associates. His early research led to the development of the CFROI valuation framework used today by money management firms worldwide. His website is http://www.LearningWhatWorks.com.
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.
I have more than 15 years experience in the financial world within the High tech industry. In the recent years I have made a change and acting as a business operations manager. It allows me to get new and different perspective on the business and operations.
I hold a B.A degree in Statistics and Actuary and a MBA. I'm a dividend growth investor that is looking to execute a sound retirement plan.I constantly learn about it from multiple sources and can say that I am a true fan of SA and many of the writers in this forum.
Parametric, headquartered in Seattle, WA, is a leading global asset management firm, focused on the delivery of engineered portfolio solutions, including rules-based alpha-seeking equity, alternative and options strategies, as well as implementation services including custom core equity, futures overlay and centralized portfolio management. As of September 30, 2015, Parametric manages approximately $144.4 billion in total assets on behalf of institutions, high-net-worth individuals and fund investors in the U.S. and internationally. Parametric is a majority-owned subsidiary of Eaton Vance Corp., and its principal investment centers are located in Seattle, WA, Minneapolis, MN, and Westport, CT. For more information about Parametric, visit parametricportfolio.com.
Canadian Couch Potato's author is Dan Bortolotti, an investment advisor with PWL Capital in Toronto who has completed the FPSC Level 1 certification in financial planning. In addition to providing portfolio management (using the same strategies described on this blog) and planning services for clients, Dan and his colleagues offer a unique DIY Investor Service for those who need helping setting up index-fund portfolios they can manage on their own.
Dan is also a veteran journalist and author who has written about personal finance for many Canadian magazines, including MoneySense (where he is a columnist and consulting editor), Canadian MoneySaver and Financial Post. His articles have earned six National Magazine Awards nominations, and in 2013 he was named Journalist of the Year by the CFA Society of Toronto. Dan is also the author of The MoneySense Guide to the Perfect Portfolio, a complete guide to index investing in Canada, now in its third edition.
HORAN Capital Advisors (http://www.horancapitaladvisors.com) is an SEC registered investment advisor that manages investment portfolios for individuals and institutions. Our firm utilizes a disciplined investing approach that should create wealth for our clients over time. Our investment bias is to invest in companies that generate a steady return over time, i.e., singles and doubles. This singles and doubles approach tends to lead to investments in higher quality dividend growth/cash flow growth companies. On the other hand, there are times when a company's stock price seems to be trading below its fair valuation. Short term gains are possible in these situations. I have been managing investment portfolios for individuals and institutions for over fifteen years and believe investing is like running a marathon and not a sprint. Taking the road less traveled, more often than not, leads to higher returns. Visit: The Blog of HORAN Capital Advisors at (http://disciplinedinvesting.blogspot.com/)
Kendall J. Anderson, CFA is the founder and President of Anderson Griggs Investments. Anderson Griggs manages equity only and balanced separate accounts from Rock Hill, South Carolina. Kendall was recognized by Money Manager Review as the number 1 large cap growth manager for 2004. His management of the firm’s large quality separate account has earned a Morningstar 4-Star rating for the 10 year period ending 12-31-09. Advisor Perspectives, a leading publisher serving financial advisors, awarded Kendall with the inaugural Venerated Voices Award as the most-widely read commentary by professional financial advisors in 2010, for his commentary titled “Good Enough” with Ken Fisher, Marty Whitman and Warren Buffett, published on November 30th, 2010. He is a regular contributor to Morningstar.com and Seeking Alpha, the most recognized names in the financial community for timely and actionable opinion and analysis. Kendall's company website may be found at www.andersongriggs.com. On a personal note, Kendall is one of just 400 individuals who have successfully finished the “Iron Butt Rally,” the “World’s Toughest Motorcycle Competition.” The Rally lasts for 11 days and covers more than 11,000 miles.
I rub shoulders with the brightest and sharpest financial minds on a full-time basis. I have made great calls, I have made stupid calls over the course of my career as a professional investment executive.
As a student of the market, I use my educational background in psychology and business to understand the market environment and identify opportunities for generating performance. I have completed my MBA, obtained my CFA charter and I am a licensed derivatives trader.
My biggest aspiration for contributing on SA is to shine a light on stocks, bonds and volatility instruments so that the readers may learn and profit. I also find that writing to be quite stimulative and helps me improve my thought process, which is a huge bonus.
David R. Kotok cofounded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. He holds a B.S. in economics from The Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from The School of Arts and Sciences at the University of Pennsylvania, and a masters in philosophy from the University of Pennsylvania.
Mr. Kotok’s articles and financial market commentary have appeared in The New York Times, The Wall Street Journal, Barron's, and other publications. He is a frequent contributor to Bloomberg TV and radio, Fox Business, and other media.
Mr. Kotok has served as Program Chairman of the Global Interdependence Center (GIC) (www.interdependence.org), whose mission is to encourage the expansion of global dialogue and free trade in order to improve cooperation and understanding among nation states, with the goal of reducing international conflicts and improving worldwide living standards. Mr. Kotok chaired its Central Banking Series and organized a five-continent dialogue held in Philadelphia, Paris, Zambia (Livingstone), Hanoi, Singapore, Prague, Cape Town, Shanghai, Hong Kong, Rome, Milan, Tallinn, and Santiago, Chile. He has received the Global Citizen Award from GIC for his efforts.
Mr. Kotok is a member of the National Business Economics Issues Council (NBEIC), the National Association for Business Economics (NABE) and served on the Research Advisory Board of BCA Research. Mr. Kotok has served as a Commissioner of the Delaware River Port Authority (DRPA) and on the Treasury Transition Teams for New Jersey Governors Kean and Whitman. He has also served as a board member of the New Jersey Economic Development Authority and as Chairman of the New Jersey Casino Reinvestment Development Authority. He has authored or co-authored four books, including the best selling Second edition of “From Bear to Bull with ETFs,” now available at Amazon and “Adventures in Muniland."
-I have been investing since the fall of 2008 and invested through one of the most difficult investing periods in history and know the importance of dividend growth and stability during those times as well as during the good times. I started writing for Seeking Alpha a little over three years ago and I have been successful with the companies I write about, which is shown by my high TipRanks success rate (Link Below). https://www.tipranks.com/bloggers/brad-kenagy
Ron Rowland is a portfolio manager with Flexible Plan Investments, Ltd., a Registered Investment Advisor specializing in active management, located in Bloomfield Hills, Michigan.
He has been providing market commentary and active investment advice since 1991. He is the founder and editor of Invest With An Edge, a website and weekly newsletter providing free actionable ideas for ETFs, and the home of ETF Deathwatch.
Additionally, he is the Executive Editor of the All Star Investor newsletter (http://allstarinvestor.com), a highly regarded paid subscription investment service he started in 1991.
Investment advisor and value investor with Clarendon Capital Management (CCM). CCM is a firm I founded with a focus on young professionals and value investing principles. Former technology, insurance, and professional services investment banker. Graduate of the University of Wisconsin - Madison, majoring in Accounting and Finance.
Brian is the founder of Investor in the Family and Online Investor Conference.
At Investor in the Family (http://investorinthefamily.com/), Brian's goal is to help protect investors from making big mistakes that jeopardize their portfolios and financial futures.
The Online Investing Conference (http://onlineinvestingconference.com/) was created to help link self-directed investors with carefully filtered and proven investing professionals to help save investors both time and money while building a portfolio that outperforms.
If you'd like to connect or learn more, please feel free to send a private message via Seeking Alpha platform.
Avi Gilburt is a lawyer and accountant by training. He formerly was a partner and National Director at a national firm.
Mr. Gilburt is also the Managing Member of Gilburt Financial Services, LLC, which provides:
- Financial market analysis to the public through ElliottWaveTrader.net;
- Elliott Wave market analysis to institutional clients;
- Specific stock analysis to retail clients; and
- Webinars and personal coaching on Elliott Wave analysis.
He is also the Managing Member of the of the consulting firm of Gilburt & Associates, LLC, which specializes in transaction structuring and tax services.
Lawrence is the Managing Director of Fuller Asset Management. He has 20+ years of experience managing investment portfolios and serving the needs of individual clients. He began his career as a Financial Consultant in 1993 with Merrill Lynch. He worked for First Union Brokerage, Morgan Stanley and ING in the same capacity before realizing his long-term goal of complete independence. He graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science in 1992.
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.
Senior Portfolio Manager and individual investor who started in high school and has been at it ever since. I have an MBA and have earned the right to use the Chartered Financial Analyst designation. I have worked in the business for over 15 years. My specialties include fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
I run two services, Free CoT Data and Simple Stock Model. Free CoT Data reveals how different types of traders are positioned in the futures markets. Simple Stock Model aggregates financial and economic data so that investors can easily form a comprehensive data-based outlook on the S&P.
Georg Vrba is a professional engineer who has been a consulting engineer for many years. In his opinion, mathematical models provide better guidance to market direction than financial "experts." He has developed financial models for the stock market, the bond market, yield curve, gold, silver and recession prediction, most of which are updated weekly at http://imarketsignals.com/.
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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I have been investing since I started University. Over the few years that I have been investing, I learned that my best performing positions are those which have been chosen for fundamental reasons and carry negative sentiment. I believe it is important to take an active portfolio management approach to reduce the risk of losing capital over the long term.
Retired 42yr old semiconductor industry exec. Currently living in my RV traveling the US. 'Working' part time managing my retirement portfolio and making sure it lasts forever!
Writing a blog about my investments and managing a retirement portfolio.
Paul Wagner is a seasoned stock investor with a long background in financial analysis and portfolio management. His career in credit and financial analysis began in 1967 at Dun & Bradstreet while he was still attending North Park College in Chicago. After a stint in the U.S. Army he began a 25-year career with Heller Financial, a premier secured lender to middle market companies. In 1997, he left his position there as the senior credit executive of Heller's Current Asset Management Group to create and manage his own portfolios of public securities. He has written several articles for Seeking Alpha and in 2012 authored a short book on investing fundamentals for newer stock investors.
Paul's book is available here.
John is widely regarded as a top legal expert on fiduciary responsibility relating to the investment management profession, John is a founding father of the investment management consultant's profession and has personally trained over 100,000 financial professionals. Additionally, he has counseled major Wall Street firms and associations in various aspects of managed account programs, and has trained and consulted to firms on corporate legal, compliance, fiduciary responsibilities and business development issues specific to the investment management industry.
A former Banker and teacher and college adjunct, John started his securities representation in 1983, joining EF Hutton in 1987 where he served as the director of Portfolio Management Programs and General Counsel of the Consulting Group. Later, he started his own law firm, specializing in employee benefit, ERISA law and securities law. In 1995, he co-founded The Lockwood Group of companies, where he served as Chief General Counsel and Corporate Secretary, as well as President of Lockwood Financial Services, Inc. Upon retiring from Lockwood in 2002, John devoted his efforts to Howling Wolf Enterprises, a training company and a publisher of books and articles on Investment and Financial issues as well as fiction. In 2011 with partners known in the Investment management business he founded The Learning Network, whose mission is to improve Financial Literacy globally for financial professionals and investors. His current mission is The Ethical Treatment of Somebody Else’s Money, found at somebodyelsesmoney.com.
In 2010 the Money Management Institute designated him an "architect of the managed solutions industry" awarding him their Pioneer award for Lifetime Achievement in Wealth Management.
Tom Aspray, professional trader and analyst was originally trained as a biochemist but began using his computer expertise to analyze the financial markets in the early 1980s. Mr. Aspray has written widely on technical analysis and has given over 60 presentations around the world. Many of the technical indicators that Mr. Aspray wrote about in the 1980s, such as the MACD, have since gained worldwide acceptance.
Tom is regular contributor to Forbes where he writes a regular Week Ahead column. His expertise as a technical analyst has been acknowledged by the WSJ as well as some of the best known technical analysts.
I'm a physician with an interest in building a portfolio for total return. I subscribe to Ben Graham's value investing ethic, and am most interested in finding long-term investments trading at significant discounts to fair value.
Robert P. Balan has more than 4 decades of experience in the financial markets. Education in mining engineering, computer science, finance, and training in economics led to a commodity analysis career during the commodity boom of the early 1970s. Robert made a switch to global macro focus in the early 1980 when the commodity bull market waned, with specialization in foreign exchange. Robert wrote a very high profile daily FX analysis while Geneva-based in the mid-1980s (the first FX commentary with a real global readership, "most accessed" in the Reuters and Telerate networks from 1988 to 1994). He worked for Swiss Bank Corp and Union Bank of Switzerland (precursors of today’s new UBS) as head of technical research and as proprietary trader in various major finance centers (London, New York, and subsequently head of proprietary trading in Toronto, respectively) from late 1980s to mid-1990s. A stint at Bank of America as head of global technical research (in London and New York) followed in late 1990s to early 2000s. Robert did technical analysis for Saxo Bank (Denmark) in the mid-200s based in New York. He returned to Switzerland in 2004 as head of technical research and strategy, and FX and commodity market analyst for Swiss Life Asset Management in Zurich. He joined Diapason Commodities Management in 2008 as senior market strategist, and subsequently as Chief Market Strategist, utilizing fundamental macroeconomic drivers, and structural/technical data in modeling asset price and sector movements. Robert wrote a book on the Elliott Wave Principle in 1988, which was hailed by the London Society of Technical Analysts as “the best book ever written on the subject”. Robert is a member of the National Association for Business Economics (NABE), USA.
Dirk Cotton is a retired executive of America Online (AOL) who loves to spend time with his family, fly fish, shoot sporting clays, attend college baseball games, sail, follow the Wildcats, and write. He currently runs a personal financial planning service, JDC Planning, LLC, in Chapel Hill, NC and blogs about retirement finances at TheRetirementCafe.blogspot.com. Recognizing that the median savings for a family approaching retirement age is less than $100,000 and that half of those households have no retirement savings at all, his writing and practice focus on retirement finances for the “unwealthy,” which is the vast majority of the middle class. Dirk is the author of two books, Retiring When Your 401(k) Fails and Locally Groan, a book about growing up in the South. He holds a bachelors degree from the University of Kentucky in with a topical major in computer science, an MBA from Marymount University and a Certificate in Financial Planning from Boston University.