Master of Banking and Finance student, that is interested in value based investment approaches.
While value investing itself will not be taught in business school it is still necessary to be familiar with traditional portfolio theory to be able to criticize the conclusions of the same.
Hedge fund analyst at Rangeley Capital, focusing on value and event-driven investing. Former investment banking analyst at Goldman Sachs and Business Operations at LinkedIn. Graduated magna cum laude in Applied Mathematics from Harvard and incoming MBA student at the Wharton School.
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a Certified Public Accountant CPA from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at email@example.com .
I began investing at an early age and found myself intrigued by the financial markets. As I grew older, I became fascinated with the idea of stock picking as a way to grow my assets. When I began, I believed that "market perform" was good enough for my portfolio, but now I believe in the concept of "outperform". I search for undervalued, under researched companies that live in the small to mid cap realm that possess the potential to become large cap companies with multi-billion dollar valuations. Though I am still young, and admittedly have a lot yet to learn, I believe the returns generated through my recommendations will speak for themselves over the course of my tenure with the Seeking Alpha team.
I am an individual investor who has been actively involved in the healthcare and biotechnology space for over 15 years. I hold a PhD in the biomedical sciences and have worked in both large pharmaceutical and small biotech companies. I make investments based on the fundamentals of a company and if I believe they have a superior technology or products compared to the competition. I'm an investor who believes patience pays off.
Nicholas Marshi is the Chief Investment Officer of Southland Capital Management (SCM). The Company is a Registered Investment Adviser in Santa Monica, California. SCM's principal expertise is in the area of publicly traded leveraged finance to U.S. private companies, including the Business Development Company industry ("BDC"), high yield bonds and floating rate loans.
SCM manages two "hedge funds" devoted to equity investments in BDCs and other specialty finance lenders. The Company's first fund-BDC II-was launched in October 2009, and a second fund-BDC III- in January 2011.
Mr Marshi also edits the leading website devoted to regular updates on the BDC industry entitled the BDC Reporter, with regular analysis on over 36 companies and on trends in this under-known sector. Check out www.bdcreporter.com.
Prior to forming Southland Capital Management with Mr Hansen, Mr. Marshi managed two private equity firms: Kensington Capital Corporation ("KCC") and Southland Capital Partners "SCP"). Starting in 1990 and 1995 respectively , both firms were active in acquiring lower middle market private companies, principally in Southern California, in leveraged buy-out transactions.
Before founding KCC, Mr Marshi was the head of the Los Angeles office of Kleinwort Benson Limited, a British merchant bank, from 1987-1990. Mr Marshi was involved in leading investment banking, lending and principal investing activities (both directly in middle market companies and in funds managed by Kleinwort Benson and other institutions). Prior to joining Kleinwort Benson, Mr Marshi held various positions with Citibank at locations worldwide including Athens, Dubai, Puerto Rico and London.
Mr Marshi is a graduate of Tufts University (B.A.) and Harvard University (M.A.).
I suspect that most dividend investors are conservative by nature. I am. I don't believe I have any special talent or gift for trading, a crystal ball, or any access to insider information. Consequently, I have little expectation of prospering by consistently buying low and selling high. In fact, prior to becoming a dividend investor, my trading history boasted the opposite, buying high and selling low. Tis sad but true, over those years, I'd given more to the market than I'd taken from it. However, that's yesterday's news, and of no real interest. Of importance is that I'm patient, analytical, organized, pretty good at math, and always looking for that angle, strategy, or edge to help guarantee my continued market success. My book, The Dividend Investor's Guide, details my history, education and growth as a dividend investor and the lessons I learned along the way. It details an effective and safe overall investing philosophy, along with a discussion of several proven trading strategies designed to enhance one's portfolio's income and dividend yield.
Value investor focused on micro-caps.
I am an analyst for CompleteBankData and also a
Always looking for more opportunities and to grow my professional network. Feel free to message me anytime.
Disclaimer: Nick reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation
Robert Lewis has been a practicing attorney in New York since 1972. Prior to become an attorney Robert worked as a stock broker for an over the counter trading firm known as M.L. Lee & Co.. Although he has a successful practice, Robert's primary source of accumulated wealth has always been from finding market niches. His prior area of interest had been the publicly held limited partnerships promoted in the 1980s.
Robert has been a member of The New York Board of Trade, Comex, American Stock Exchange, Philadelphia Stock Exchange, Minneapolis Grain Exchange, Chicago Stock Exchange and the Winnipeg Commodities Exchange. He has passed the Series 3, 7, 63 and 65 exams and is presently registered as an Investment Advisor.
Robert has been focused on closed end funds for the past 3 years, although he has been following and investing in them for over 30 years. Robert feels strongly that CEFs offer great opportunity and are superior to Hedge Funds or Private Equity as an alternative asset investment. Closed End Funds offer great opportunity with reduced risk.
Robert Lewis has been involved in investment management for others for the past five years. All funds are segregated into seperate brokerage accounts, designated and set up by the client. Most clients have elected to use Fidelity, Vanguard or Schwab as their brokers. A fee of one (1%) per cent per annum is charged with the client being billed quarterly. There are no minimum account sizes.
He can be reach at:
Robert L. Lewis
7 Penn Plaza - Suite 1602
New York, N.Y. 10001
212-721-7353 Extension 230
Darren owns ProActive Financial LLC where he provides Financial Planning and Analysis consulting services. Darren's education includes a Bachelors in Economics, an MBA, and a Certificate in Personal Financial Planning.
Michael Loftis is the founder of Ridgewood Capital Management LLC. His primary focus is value-oriented equity investing in the small and mid cap sectors. Michael is a former investment banker (Lehman Brothers and Barclays) and former M&A and securities law attorney (Mayer Brown and Keating Muething & Klekamp).
A commercial pilot, flight instructor and part time lecturer at a local College in Toronto. I consider myself a transportation expert, planes, trains and automobiles are my expertise. I also have a degree in Computer Science from Simon Fraser University and closely follow American Technological innovations in both aviation and automobiles.
Individual investor with over 20 years of experience, starting with 100 shares of Pepsi Co and a few zero-coupon bonds, progressing to managing a portfolio of about 30 securities. Formerly a corporate finance manager focused on business development and financial analysis and reporting. The last 6 years of my corporate career were spent in Melbourne, Australia, and I am a CPA certified by CPA Australia.
Adam Gefvert is the head researcher for White Diamond Research, a research firm for hedge funds and high net worth individuals. Primarily a short seller, he has saved investors millions of dollars by exposing highly overvalued small cap stocks. He has a 90%+ success rate with his Seeking Alpha short ideas. He specializes in technology, energy, and biotech stocks, because those are the sectors with the greatest valuation inefficiencies.
You can follow Adam on twitter @shiningboy
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I produce high quality, original research free of charge for the public good. Please see the website for more information, and subscribe to The Pump Stopper email list to receive free, high quality research reports before the rest.
I am always committed to publishing the accurate truth. If you are involved with a company that has been mentioned in a report and find any factual errors, please submit a dispute to Seeking Alpha and it will be reviewed.
If you have any tips on companies misleading investors, please submit them on The Pump Stopper website. I always welcome collaboration and have absolute respect for your anonymity. There are multiple ways to submit documents anonymously, as outlined on the website, and I strongly recommend you send information this way.
And remember to always invest wisely.
Robert Hauver publishes The Double Dividend Stock Alert, a monthly investment newsletter that features the best dividend stocks and option selling strategies for income investors.
TipRanks rates DoubleDividendStocks in the Top 25 of all financial bloggers.
The https://www.DoubleDividendStocks.com website also features High Dividend Stocks By Sector Tables, and Covered Calls & Cash Secured Puts Tables, a Dividend Stocks blog, and a a Stock Market News & Data page. 845-225-4094
John Huber is the portfolio manager of Saber Capital Management, LLC, an investment firm that manages separate accounts for clients. Saber employs a value investing strategy with a primary goal of patiently compounding capital for the long-term.
John also writes about investing at the blog www.basehitinvesting.com, and can be reached at firstname.lastname@example.org.
If you enjoy our articles, Please Follow Us and visit our website at http://www.relentlessir.com
Relentless Investment Research, LLC provides information and independent analysis focused on investing in Latin America and Africa (LatamA).
We strive to be a recurring destination for investors who have an interest in these two regions and our main goal is to provide information that is beneficial for formulating investment ideas.
Why Latin America and Africa?
While these two regions do have some media and analyst coverage, we believe there isn’t enough and that there are some compelling opportunities in these regions for those willing to relentlessly analyze investments from a long-term perspective.Most of the countries in these two regions would be classified as Emerging or Frontier Markets and investments in Latin America and Africa are generally more risky than in developed markets, like the United States and Europe, but there is also a potential of earning higher returns. When investing, one should always look at return in relation to risk. No information should be looked at in isolation. Instead, each piece of info should be gathered and analyzed in a holistic manner. Now going back to the potential additional returns that may be experienced due to the added risk; what this ultimately means, in our opinion (of course), is that an investor may benefit from having part of their portfolio invested in one or both of these regions. It’s also important to point out that countries within each region are not homogeneous. There will be many differences from country to country, as well as from industry to industry, which is why we attempt to go beyond just the headline news and do research about economies, financial strategies, and companies. While it’s important to be aware of current events, we believe that if we only focus on the headlines we are being too near-sighted and not considering the other end of the equation (i.e. long-term, risk versus return, correlation with developed markets, etc.).
Relentless IR’s Purpose
All investors should be Relentless! We hope that our articles/research make investors think about particular risk vs return characteristics in LatamA. Remember that no one person has all the answers, and with investing, nobody will always be right. So it is important that we thoroughly analyze investment opportunities (do our homework) in an effort to ESTIMATE risk and potential return (gain/loss).When it comes to investing, there are no guarantees that something will or will not happen. Everyone from expert to amateur investor should understand that present values are based on estimates, projections, forecast etc. Investing is one part science and one part art (and it’s probably more art than science). That’s precisely why we won’t say a stock is worth “exactly” x amount of dollars. Instead we will either give our own estimated price ranges or we will attempt to identify important pieces of information that we believe are worth considering when generating an investment idea. In the end, what is ultimately more important than Relentless Investment Research’s opinions (or anybody’s opinions, honestly) is the information that gets analyzed in order to formulate those opinions. It is the communication of this information that we believe best benefit our readers because, lets face it, financial models are imperfect and comparable ratio analysis can be misleading, both of which can cause our (or anyone’s) estimated present values to be flawed as well. Hopefully readers will use our information and opinions in their own analysis and see what differences and similarities there are between our opinions and their own, and how any fundamental differences would affect estimated asset valuations.
What Relentless IR Defines as “Latin American Investment Opportunities”
We analyze companies with company headquarters in Latin America but that trade on U.S exchanges (i.e. ADRs). These company’s shares may experience more volatility than is typically experienced by U.S. companies. There may be times when the company analyzed only trades on a Latin American stock exchange or European exchange. We will attempt to communicate what exchange the security trades on if it does not trade on a U.S exchange.Note: We currently do not focus on every country in Latin America. There are presently six Latam countries that we focus on. They are Argentina, Brazil, Chile, Columbia, Mexico, and Peru.
What Relentless IR Defines as “African Investment Opportunities”
We analyze companies doing business in Africa that are listed on African Exchanges (i.e Nigerian Stock Exchange, Johannesburg Stock Exchange, etc.) as well as on U.S exchanges. Extra caution may be needed when considering investments in African stocks because these companies may not have as long of a track-record or may have fewer records of financial statements. Also, these companies may be relatively more volatile. In order for Relentless IR to analyze companies listed on African Exchanges, the company must have financial statements that are available to the public. Extra caution may be needed for some of these companies because there is a possibility that they may not follow GAAP or IFRS accounting rules. While there currently are not many companies headquartered in Africa that trade on U.S exchanges (i.e. NYSE, NASDAQ, etc.), we believe an investor can also get an acceptable level of exposure to African growth by investing in “multinational companies” that have their headquarters outside of Africa as long as at least 20% of their revenue comes from operations in Africa. There are several reasons for this belief: - The company’s cash flows will likely be meaningfully influenced by African Markets which will translate into stock performance that is partially dictated by economic growth rates in Africa - The company will be more likely to participate in any growth from the continent - The company will probably have the “know-how” needed to continue to navigate African Markets With that being said, we will attempt to communicate which exchange the security trades on. Also, there are many countries in Africa (over 50) and some countries are extremely difficult to invest in. Relentless Investment Research’s main focus will be on countries with a functioning stock market.
I'm author of Net Net Hunter, a site dedicated to international net net stocks. It often pays to look outside of your own backyard when investing in net net stocks. Net Net Hunter is a community based site helping investors make the most of their financial future by uncovering net net stocks in international markets. We offer investors:
-Raw Lists - 540 net net stocks in Canada, the USA, Hong Kong, Japan, Australia, and the UK
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Day trader whose strategy is based on arbitrages in preferred stocks and closed end funds.My group consists of 10 traders.We trade every single preferred stock or closed end fund that provides an arbitrage opportunity. Our research includes stocks that most of the people have not even heard. We have developed our own statistical tools that make most of our arbitrages statistically proven. As a trader I don't just analyse , I trade my analysis and pay the price when I am wrong.That is the main reason I respect opinions only when backed by taking the risk of being wrong.Words or opinions mean nothing in this business and the only person who is right about a certain situation is the one who makes money out of it.
My academic background is in Engineering and management.
Besides one basic accounting course at university my investment knowledge is self-taught.
Reading books, SEC filings, annual reports, analyst reports, blog posts, MOOCs, message boards and listening to select podcasts and conference calls has helped me enormously to evolve as an investor.
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
Buy-Side Analyst. Value oriented. Small/Mid cap. CFA.
We invest long and short based on four qualities:
1) Strong Management
2) Free Cash Flow
3) Durable Moat
4) Reasonable Valuation