My investment approach is primarily that of a "contrarian value investor," finding temporarily undervalued value and growth stocks, especially among small-cap and even micro-cap companies, and within the "socially responsible investor" context (no junk food, animal cruelty, heavily polluting, alcoholic beverages, gambling, tobacco, or weaponry-oriented companies).
As every savvy investor knows, markets in the short-term are often not at all efficient at pricing equities—except in the lamest sense that a stock’s price is what buyers and sellers agree upon at a particular moment of the day. Exploiting inefficiencies in stock-valuations is one secret to making big gains over time when a company’s shares re-set to a higher price to more accurately reflect significant changes in fundamentals, financials, and/or economic trends.
I'm a psychologist, author, spiritual counselor, with strong progressive values, living with my wife in Santa Barbara, CA, USA. See my websites: www.rare-leadership.org and a really huge, multi-faceted website, www.enlightened-spirituality.org
Full-time practicing attorney (over 26 years), part-time investor (maybe 15 years +/-).
1981 graduate from Syracuse University's Maxwell School Of Public Citizenship - Magma Cum Laude, Phi Beta Kappa.
1984 graduate of Vanderbilt University School of Law.
Happily married, with one daughter.
Play ice hockey 2-3x/week; originally from New York - pretty rabid New York Rangers fan.
Erik holds a bachelor degree with a major in finance from the Telfer School of Management. He is currently pursuing his CFA designation and has recently wrote the level 2 CFA exam. His experience in commercial banking and currently in underwriting has given him great insight on valuing companies and under covering market opportunities. He is also an avid real estate investor.
After having read books written by Charles Brandes, Benjamin Graham, Joel Greenblatt, George Soros, Jim Jogers, Pabrai Mohnish, Phil Fisher, Lauren Templeton, Martin Whitman, Mary Buffett, Peter Lynch, and Anthony Bolton I found for myself the investment strategy of Warren Buffett most understandable, enlightening, and easy to emulate. Warren Buffett is my idol. I learnt from Warren Buffett when and what to buy and I learnt from John Templeton when to sell. I was not able to learn from Warren Buffett when to sell because he almost never sells.
Now I invest only in companies that fulfill the following investment criterion:
It has a market dominant position in its field.
Its return on equity is above 20 % since its inception.
Its earnings per share growth is above 20% since its inception.
Management holds more than 15 % of the company.
Its research and development cost is almost zero.
It has a simple business model that can be understandably explained with a few sentences.
It almost has no debt.
Its product or service resists economic meltdown, natural disaster, poison, or disease.
The selling price of its product or service has to keep up with inflation rate.
It buys back its shares but does not distribute dividends so as to avoid tax imposed on dividends.
Its price earnings ratio is under 5 at the time of my buying.
I also profit enormously from my Chinese background because it gives me a great understanding to decipher whether a high growth Chinese company listed in Europe or US is a fraud or a real one, especially at a time when most non-Chinese investors pointing out that it must be a fraud. Having lived in different cultures such as China for 16 years, Australia for one year, Denmark for 6 months and Germany for 18 years, I am fluent in Chinese (mother tongue), English, and German. These language skills and my experience in people intepreting a given situation differently due to their different cultural background give me an huge advantage to make a profitable investment decision. I do not trade because the trading only invites the tax authority and brockerage agents to the feast and reduces my profit substantially.
The name "Dutch Trader" refers to The Golden Age. This was a period in Dutch history, roughly spanning the 17th century, in which Dutch trade, science, military and art were among the most acclaimed in the world.
Dutch ships hunted whales off Svalbard, traded spices in India and Indonesia (via the Dutch East India Company) and founded colonies in New Amsterdam (now New York), South Africa and the West Indies. In addition some Portuguese colonies were conquered, namely in Northeastern Brazil, Angola, Indonesia and Ceylon. This new nation flourished culturally and economically, creating what historian Simon Schama has called an "embarrassment of riches". Speculation in the tulip trade led to a first stock market crash in 1637, but the economic crisis was soon overcome.
In 1602 the Dutch East India Company was founded. It was the first-ever multinational corporation, financed by shares that established the first modern stock exchange. This company received a Dutch monopoly on Asian trade and would keep this for two centuries. It became the world's largest commercial enterprise of the 17th century. Spices were imported in bulk and brought huge profits, due to the efforts and risks involved and seemingly insatiable demand.
To finance the growing trade within the region, the Bank of Amsterdam was established in 1609, the precursor to, if not the first true central bank.
My background is Management, Economics and Law. This I studied at Fontys Business School in the Netherlands, with specialization in Banking and Insurance.
My passion is investing, writing, travelling, history, swimming, playing chess and enjoying my family.
I love to analyze companies and sectors and write about it. Main points of interests: China, Biotechnology, Consumer, Energy, Mining, Dividend, OTC Market, Food, Robotics and some other themes.
As an investor I have a bias towards value investing and the markets. All opinions are my own and do not represent the views of my employer.Valuation metrics play an important part of my investment strategies. My investment philosophy is Unloved, Underowned and Undervalued.
One of the best investment quotes is: The key to making money in stocks is not to get scared out of them from Peter Lynch.
I am looking for a new career, so are you looking for a passionate self-made investment analyst or portfolio manager you can always contact me.
Do you have any other business proposals or questions, just write an email to firstname.lastname@example.org
Dutch Trader, The Netherlands================
Kurt has a BA and MA in Communication and over 20 years of business experience, almost always serving as a project or program manager, director, or consultant or as an analyst. He lived and worked in many different locations in the U.S., London, England, and Hong Kong. He has experience in at least 18 different industries and 31 different enterprises. Although he was only 49, he essentially retired in 2008 and began spending a lot more time studying investing. His articles are largely written as a public service. They provide investors with a rare totally unbiased view of the investing landscape and often include unique analysis.
Mr. Charlie You is a registered investment advisor. He runs an investment advisory firm in California. Mr. You has over 15 years financial experience and he is a CFA charter holder since 2002. Mr. You earned his MBA in finance from Kellogg Graduate School at Northwestern University.
Follow me on https://twitter.com/#!/RobertWeinstein
Owner of 1 Reason Insurance, a full-line insurance agency licensed in Wisconsin and Minnesota, and 1 Reason Real Estate, licensed in Wisconsin. http;//1reason.com
Let's connect on Linkedin http://www.linkedin.com/pub/robert-weinstein/12/129/651
Google + Profile https://plus.google.com/110309851050284795454
Contributor to StockSaints' weekly Options Investing newsletter
Robert Weinstein is an active trader focusing on the psychological importance of risk mitigation, emotion and financial behavior of market participants. Robert co-founded the investing blog StockSaints, where he writes a journal about his trading activity and experiences.
I am an individual investor. I also assist a small number of other investors develop a quality portfolio by first determining their goals and risks. Individuals I assist with their investments, I mainly help set up a long term investment strategy with a small portion of the portfolio dedicated to trading.
Investing strictly for myself, I am mainly a short term trader with a small amount allocated towards long term holds. The reason my strategy is slighty different than individuals I assist with their investment is that I am willing to take more risk with myself. I try to find short term strategies that use sense, but also require experience, knowledge, and continued research. Information is always changing and that is why adjustments sometimes need to be made to original plans. Although it is easy to fall in love with a stock, just ensure that your continued investment is for the right reasons and the company's strengths are still in tact and their weaknesses have not changed.
The main thing I would push any investor to do is to not be lazy. It is easy to follow the coattails of others and believe a well thought out opinion, but every investor needs to come to their determination of the value of an investment. Ensure that continual research is being done, read the quarterly and yearly statements, contact management often, follow other companies to get a comparison. Also, sharing ideas with other quality investors is a very good and positive thing to do as well as an investor can learn a lot from others, but it is always important to follow up by doing your own due diligence on shared information. Just remember, you do not know everything and there is always something that can be learned.
Marty Chilberg is a seasoned financial professional with over 30 years of executive leadership, board, consulting and advisory experience. He began his career as a certified public accountant (CPA). He moved to Silicon Valley in 1981 to begin his career in the software industry, working for Atari, Daisy Systems, Symantec and Visio. He took Symantec and Visio through their initial public offerings as their Chief Accounting Officer and Chief Financial Officer, respectively. From 1997 to present, his time has been spent on consulting and advisory services while joining several corporate and community boards. For the past several years the majority of his activities have been focused on investing.
Glen Bradford MBA is a born again independently wealthy accredited private investor and prior hedge fund titan that enjoys the process of discovering where and why he's wrong as soon as possible. He contributes to Seeking Alpha primarily to read people's negative feedback so that he can avoid generating unnecessary losses.
The absolute best you can do is give someone an opportunity and incentive to take it.
Take upon yourself worth carrying and enjoy as your own.
"Uncertainty will certainly work for me." - Glen Bradford March 2009.
Dr. Joel West is professor of Innovation & Entrepreneurship at the Keck Graduate Institute, one of the seven Claremont Colleges in Los Angeles County. He was co-editor of the book Open Innovation: Researching a New Paradigm (Oxford, 2006). His consulting focuses on IP strategies and business models for software and Internet service companies. Before KGI, he spent nine years as a faculty member at the San Jose State College of Business, was president and co-founder of Palomar Software and also a columnist for MacWEEK.
For more information, see Joel’s website (http://www.joelwest.org/) and the home page for his blogs (http://www.joelwest.org/blogs).
Sam Diaz is a senior editor at ZDNet (http://www.zdnet.com/). He has been a technology and business blogger, reporter and editor at the Washington Post, San Jose Mercury News and Fresno Bee for more than 18 years. He's a member of the National Association of Hispanic Journalists and a graduate of California State University, Fresno.
I am a long-time individual investor with an engineering degree and an MBA. I worked in aerospace-defense for 15 years and have spent the last decade or so working for a large financial services firm. This academic, work and investing background helps me cast an informed eye on tech stocks, the stock market and the economy and also provides the skills needed to write the software that supports the various parts of the Trade-Radar.com website as well as the Trade-Radar Stock Inspector "Total Stock Analysis" software.
Visit his blog: http://blog.trade-radar.com
Download the Trade-Radar Stock Inspector software: http://trade-radar.com/download/download.html
Visit Trade-Radar AlertHQ for free stock picks: http://trade-radar.com/AlertHQ/AlertHQ.html
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/)
Zach Scheidt is the editor of Lifetime Income Report and Income on Demand — investment advisories dedicated to finding Wall Street’s best yields. He brings to the table impeccable investment management experience and a solid record of identifying oversized payout opportunities.
Zach previously edited Income & Dividend Report, which was also dedicated to finding great stocks paying high dividends, and Accelerated Income, an advisory that focused on earning income using covered calls.
He started his career as a cost accountant for SunTrust bank, before he left for a more exciting career as an analyst for an Atlanta-based investment advisory. The company catered to wealthy clients with a minimum account balance of $1 million. It also ran two hedge funds with combined assets above $100 million. Zach was personally responsible for $20 million of the firm’s money, as well as $20 million in individual client accounts.
Zach graduated with honors from Lee University, a small private university in Cleveland, Tennessee. Upon entering the investment business, Zachary simultaneously worked full-time as an analyst and portfolio manager, and earned his MBA at Georgia State University.
When he is not scouring Wall Street for ultra-high dividends, Zach enjoys running and spending time with his wife and seven children.
John Mauldin is a renowned financial expert, a New York Times best-selling author, and a pioneering online commentator. Each week, over 1 million readers turn to Mauldin for his penetrating view on Wall Street, global markets, and economic history.
Mauldin’s weekly e-newsletter, Thoughts from the Frontline, was one of the first publications to provide investors with free, unbiased information and guidance. Today, it is the most widely distributed investment newsletter in the world. Mauldin also offers The Mauldin Circle, a free service that connects accredited investors to an exclusive network of money managers and alternative investment opportunities. (In this regard, he is President and a Registered Representative of Millennium Wave Securities, member FINRA, please see legal disclosures).
Mauldin is a frequent contributor to publications including The Financial Times and The Daily Reckoning, as well as a regular guest on CNBC, Yahoo Tech Ticker, and Bloomberg TV. He also edits the free weekly e-letter Outside the Box.
Erick, Co-Editor of TechCrunch (www.techcrunch.com), has been covering startups and technology news for 14 years. At Business 2.0 he wrote feature stories and ran their main blog, Next Net, which has nearly 50,000 RSS subscribers. He also does a lot of video work and hosts regular panels of industry luminaries called Disruptor Round Tables. Prior to Business 2.0, Erick was an editor-at-large for eCompany and a contributing editor for Fortune. In 1999, Schonfeld won the prize for best information technology submission at London’s Business Journalist of the Year Awards, and in 2001 he won the prize for best space submission at the Aerospace Journalist of the Year Awards in Paris. In 1996 and 1997, Schonfeld was recognized in the TJFR Business News Reporter’s list of the “best and brightest financial journalists under the age of 30.” He appears regularly on CNBC, CNN, and NY1, and is a frequent speaker at industry conferences. Schonfeld graduated magna cum laude from Cornell University in 1993.
Andrew Horowitz is a Certified Financial Planner. He is the President and Founder of Horowitz & Company (http://www.horowitzandcompany.com), a Registered Investment Advisor. Mr. Horowitz has been managing money and writing about investments since the late 1980's. He has taken his principles of financial and investment management to create targeted investment disciplines. His proprietary models provide a comprehensive methodology for establishing specific investment ideas. The combination of high technology with hands-on expertise helps his clients create the kind of plan needed in today's complex financial world. He has written a book also titled The Disciplined Investor which is scheduled to be released in bookstores throughout North America in May of 2007. Blog author, Podcast Host, Writer and Investment Advisor are the hats he wears daily.
Visit his site: The Disciplined Investor (http://www.thedisciplinedinvestor.com/blog/)
Listen to TDI's podcasts (http://www.thedisciplinedinvestor.com/blog/category/podcasts/)
TechCrunch (http://www.techcrunch.com/), founded on June 11, 2005, is a weblog dedicated to obsessively profiling and reviewing new Internet products and companies. In addition to covering new companies, we profile existing companies that are making an impact (commercial and/or cultural) on the new web space. TechCrunch is co-edited by Michael Arrington and Erick Schonfeld.
Jason Schwarz authors the popular Economic Timing investment newsletter. His fundamental and technical research has become a primary resource for hedge funds and individual investors.
Ockham Research is an independent equity research provider based in Atlanta, Georgia. Ockham covers an expansive universe of stocks mostly in the US, but also from a variety of exchanges throughout the world.
Security analysis at Ockham Research is based upon the principle known as Ockham's Razor, named for the 14th-century Franciscan friar, William of Ockham. The principle states that a useful theory should utilize as few elements as possible because efficiency is valuable. In this spirit, our goal is to make the investing environment as simple and understandable as possible, yet no simpler than is necessary. We utilize this straightforward approach to value over 5500 US securities, with key emphasis given to the study of an individual securities' price-to-sales, price-to-cash earnings and other historical valuation ranges. Our long term value investing methodology is powered by the teachings of Ben Graham and it has proven to be very adept at identifying stock prices that are out of line with fundamental factors.
Ockham Research provides its research in a variety of forms and products including our company specific reports, portfolio analytics tools, newsletters, and blog posts. For more information about our range of products and services available please visit Ockham Research (http://www.ockhamresearch.com/) for more information or to sign up for our free weekly Enterprising Investor's Guide Newsletter here (http://www.ockhamresearch.com/Member/Registration/).
Market Folly is your go-to source for all the latest activity from prominent hedge funds. We're pleased to announce our brand new quarterly newsletter, Hedge Fund Wisdom. In it, you'll see what the hedge funds have been buying and selling. We track 25 of the most prominent managers in the game as well as provide in-depth equity analysis of the stocks they've been buying. Click the link below to see a free sample issue.
The author of Market Folly has experience at a long/short equity hedge fund, has been investing for a decade, and has degrees in Economics and Communications.
Mark's mutual fund is launching December 15, 2011.
He is a self taught private investor who operates the website Fund My Mutual Fund (http://fundmymutualfund.com); a daily mix of market, economic, and stock specific commentary. Fascinated by the market since an early age, he discovered mutual funds as a teenager in the 80s and moved to equities by the mid 90s. The origin of the website is/was to leverage the power of the internet in developing a transparent track record to attract investors for his potential "long/short" mutual fund.
His equity focus is identifying secular growth trends and the companies most likely to benefit from these macro trends. Stocks are identified through fundamental analysis, although basic technical analysis is used in determining entry and exit points. You can receive Trader Mark's latest posts daily by subscribing free via RSS reader (http://feeds.feedburner.com/FundMyMutualFund) or subscribing free via email (http://www.feedburner.com/fb/a/emailverifySubmit?feedId=1109639).
With a degree in economics from the University of Michigan, a broader understanding of the economy as a whole, along with interpreting investor psychology, is also a major interest for Mark. To follow on Twitter, username: fundmyfund
optionMONSTER® provides stock market insight, advanced options education, and actionable trade ideas to meet the needs of do-it-yourself investors. Our content is published daily at our website www.optionmonster.com in the form of free stories, webcasts, webinars, educational offerings and subscription services.
Dr. Price writes about stocks, options and the market every weekday on Real Money Pro, a subscription site onTheStreet.com.
Paul has been a speaker at the International Traders Expo in New York City and the Options and Forex Expo in Las Vegas. He also gives investment seminars for subscribers of TheStreet's multiple subscription sites.
Dr. Price is a featured contributor on Market Shadows.com, GuruFocus.com and TalkMarkets.com.
He also teaches bi-weekly investment webinars for Rule #1 Investing.
Dr. Paul Kedrosky maintains a widely-read blog on technology finance at Paul.Kedrosky.com (http://paul.kedrosky.com). Earlier in his career, Dr. Kedrosky founded the technology equity research practice at HSBC James Capel. Dr. Kedrosky was one of the first analysts to cover Internet companies, as well as making early and timely calls in networking and communications. He currently sits on various boards, is a strategist for Ten Asset Management in Encinitas, California, and a Senior Fellow with the Kauffman Foundation.
He appears regularly on CNBC, and has also appeared on CNN, PBS Newshour, ABC Nightline, and elsewhere, as well as being quoted in the New York Times, Wall Street Journal, etc.
Richard is the managing principal of QVM Group LLC, a fee-based investment advisor based in Connecticut, with clients across the country. . QVM manages portfolios uniquely designed for each client on a flat fee basis through the client’s own accounts at Schwab; and provides investment coaching to "do-it-yourself" investors on an hourly fee basis. The investment approach is based on value, asset allocation, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and absolute and benchmark performance. Richard's extensive experience includes serving having served as a Board Director of Phoenix Investment Counsel, a U.S. pension and mutual funds manager, now Virtus Investment Partners (New York Stock Exchange: VRTS http://www.virtus.com); as Managing Director of Phoenix American Investment in London; and as a Board Director Aberdeen Asset Management PLC in Aberdeen Scotland (London Stock Exchange: ADN http://www.aberdeen-asset.com). He has been a Trustee of a $500 million pension fund, and was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree (NASDAQ: TREE http://www.lendingtree.com) prior to its IPO. He is a 1970 graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website. (http://www.qvmgroup.com). Follow him on Twitter: @QVMinvest