Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 19-year old daughter, Wei Elizabeth Gordon.
Kristina Hooper, CFP, CAIA, CIMA, ChFC, is the US Investment Strategist and Head of US Capital Markets Research & Strategy with Allianz Global Investors. She has a B.A. from Wellesley College, a J.D. from Pace Law and an M.B.A. in finance from NYU, where she was a teaching fellow in macroeconomics.
Jeff began his career in 1990 as an equity analyst at Value Line and later Salomon Brothers where he covered the retail sector. Jeff subsequently moved to the credit markets in 1995 when he joined Tokai Bank as a credit officer reviewing leveraged loans across a number of different industries, including retail, telecom, as well as oil/gas and chemicals. In 1998 Jeff moved to McMahan Securities as the firm’s technology analyst. Working with the firm’s convertible arbitrage clients, Jeffrey followed the semiconductors, the semiconductor equipment manufacturers as well as the software space. Jeff’s work was well regarded in the industry having been twice named to Institutional Investors Best of the Boutiques in Convertible Research.
In 2005 Jeff moved to the world of High Yield/Distressed Debt/Special Situations research with firms including J. Giordano Securities, Oscar Gruss & Son as well as Xtract Research. Most recently, Jeff was chief market strategist with the investment banking firm of Midtown partners (2013-2014).
Jeffrey founded late Street economics at the beginning of 2015 with the stated mission of providing capital markets and economic analysis from the top down macro perspective. His experience across the entire capital structure is well as the insight developed over several business cycles provides a unique perspective for investors of all stripes.
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.
I enjoy studying different trends in the economy and applying these trends to the financial markets.
Finding growth opportunities in undervalued stocks has always been a hobby of mine.
Author of the critically acclaimed book, "Taking Charge With Value Investing (McGraw-Hill, 2013)" and the premium subscription service "Tipping The Scale" (as seen below). An analyst that ranks in the top 4% on both tipranks.com and Motley Fool CAPS for stock picking performance.
Tipping the Scale members gain access to the TTS Portfolio Tracker. Here, members see what I am buying and selling the minute it happens, along with what I have owned, bought, and sold historically. These are just a few of the features on the TTS Portfolio Tracker.
Tipping The Scale is an equity research platform that uses a numeric scale instead of the traditional "Buy, Hold, Sell" to identify the best investment opportunities in the market. Stock coverage is determined by market catalyst, and every company goes through a vigorous test in 10 different categories. The higher the total score, the bigger the upside. In addition, Tipping the Scale also provides a number of portfolio strategies to hedge the volatility of the market and protect from downside.
Check out my instablog for more information on the popular research service Tipping the Scale, including performance information, benefits, and how it all works.
Jason is a small business owner that has been investing in stocks since 1989. He is a value/growth investor.
Jason holds degrees in biomedical engineering and materials engineering and from Rensselaer Polytechnic Institute and started his own company in 2001, thus increasing his enjoyment of life considerably.
Disclaimer: Jason reminds investors to always do 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.
Formerly Chief Market Strategist at Capital Ladders Advisory Group LLC. After the sale of certain of CLAG's retail and institutional assets in October 2015, I have commenced my latest venture in the CPG industry which is centered on the development and licensing of consumer and commercial technology. https://www.linkedin.com/profile/view?id=AAIAAA3lJ9IBNi1rhhFzRWElkJl4MpyNuIiHglQ&trk=nav_responsive_tab_profile
CooLinX Integrated Technologies develops technologies for the beverage and CPG industry. We are presently effecting licensing agreements with multi-national brands and co-developing products aimed for mass market consumption.
I have my MBA from Rotman School of Management, and I have over 5 years of personal trading experience in both China and Canada. I'm interested in value investing and find companies that have easy to understand business model, sustainable earnings growth and qualified management. I also conduct rigorous DCF-analysis, making reasonable assumptions to identify undervalued stocks.
My prior sales experience allows me to understand the latest technology and consumer trends and I hope to share my unique views with readers through Seeking Alpha.
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
Dale Roberts is an Investment Funds Associate with Tangerine Investment Funds Limited, a subsidiary of Tangerine Bank wholly owned by Scotiabank. My articles are for information purposes only and do not constitute investment advice or an offer or the solicitation of an offer to buy or sell any securities. These articles are my personal opinion and are not those of Tangerine Bank or its subsidiaries. Remember past performance is not guaranteed and may not be repeated. Investment strategies are not suitable for everyone and you should always conduct your own research or speak to a financial advisor.
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.
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David Moenning is Chief Investment Officer at Sowell Management Services, a registered investment advisor with more than $500 million under management. Sowell emphasizes an MPD (Modern Portfolio Diversification) approach to portfolio design which diversifies client holdings not only across asset classes but also by strategy, manager, and investment methodology. Dave began his investment career in 1980 and has been an independent money manager since 1987. Thus, Dave has been live on the firing line and investing for a living for nearly 30 years.
In cyberspace, I am best known as MackTheKnife, the winner of the Zacks $100,000 Challenge 2007. In meatspace, I am best known as J.J. McGrath, an editor and writer based in New York. You can follow me @JJMcGrath3000 on Twitter, as JJMcGrath on StockTwits and as J.J. McGrath on Google+.
Donald R. van Deventer founded the Kamakura Corporation in April, 1990 and is currently Chairman and Chief Executive Officer. Dr. van Deventer's emphasis at Kamakura Corporation is enterprise wide risk management and modern credit risk technology. The second edition of his newest book, Advanced Financial Risk Management (with Kenji Imai and Mark Mesler) was published in 2013 by John Wiley & Sons. In 2003 Dr. van Deventer co-authored Credit Risk Models and the Basel Accords with Kenji Imai. His second book, also with Kenji Imai, is Financial Risk Analytics: A Term Structure Model Approach for Banking, Insurance, and Investment Management published by Irwin in 1996. Dr. van Deventer's first book Financial Risk Management in Banking (with Dr. Dennis Uyemura, Probus Publishing, 1993) is one of the best known books in its field. He has served on the editorial board of the Journal of Credit Risk since 2005. Dr. van Deventer's primary financial consulting and research interests involve the practical application of leading edge financial theory to solve critical financial risk management problems. Dr. van Deventer has been involved in financial advisory assignments including both risk management and mergers and acquisitions. He has worked on assignments for the municipalities affected in the Orange County bankruptcy, in a major derivatives dispute between JPMorgan and a Korean securities firm, for Bank Negara Malaysia, the Department of the Treasury of the United States, governments of three of the OECD countries and many of the world’s largest financial institutions. Prior to founding Kamakura Corporation, Dr. van Deventer was senior vice president in the investment banking department of Lehman Brothers (then Shearson Lehman Hutton) from 1987 to 1990. During that time, he was responsible for 27 major client relationships including Sony, Canon, Fujitsu, NTT, Tokyo Electric Power Co., and most of Japan's leading banks. Dr. van Deventer completed three of the first four mergers and acquisitions assignments for a Japanese client by Lehman Brothers and the first domestic Japanese corporate straight bond underwriting by the firm. From 1982 to 1987, Dr. van Deventer was the treasurer for First Interstate Bancorp in Los Angeles. In this capacity he was responsible for all bond financing requirements, the company’s commercial paper program, and a multi-billion dollar derivatives hedging program for the company. During this time, First Interstate became the first issuer of medium term notes in the Euro market and first issuer of bank medium term notes. Dr. van Deventer also served as senior planning officer for acquisitions, new ventures and corporate strategy, participating in the 1986 attempted take-over of BankAmerica Corporation. Dr. van Deventer was a Vice President in the risk management department of Security Pacific National Bank from 1977 to 1982, where he initiated the duration-based futures hedging program for the bank. Dr. van Deventer holds a Ph.D. in Business Economics, a joint degree of the Harvard University Department of Economics and the Harvard Graduate School of Business Administration. He was appointed to the Harvard University Graduate School Alumni Association Council in 1999 and has now completed more than a decade of service on the Council. Dr. van Deventer served as Chairman of the Council for four years from 2012 to 2016. From 2005 through 2009, he served as one of two appointed directors of the Harvard Alumni Association representing the Graduate School of Arts and Sciences. Dr. van Deventer was named to the CFA Hawaii Advisory Board in 2010. Dr. van Deventer was also named to the Advisory Board of the Pacific Asian Center for Entrepreneurship and E-Business at the University of Hawaii Shidler College of Business in 2012. He served as a director of the Hawaii Bicycling League from 2005 to 2014. Dr. van Deventer also holds a degree in mathematics and economics from Occidental College, where he graduated second in his class, summa cum laude, and Phi Beta Kappa. Dr. van Deventer speaks Japanese and English.
Over seven years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!
Thomas H. Kee Jr., is President and CEO of Stock Traders Daily. The Stock of the Week Strategy offered by Stock Traders Daily may be the best performing strategy on the market since December, 2007 (before the credit crisis), and "The Investment Rate" is arguably the best measure of the underlying economy available anywhere (it is a macroeconomic work). Our reports and analysis are currently offered by Reuters Research to their institutional clients. Economic analysis and forecasting is provided to a variety of institutional and retail clientele through Stock Traders Daily's corporate website. Mr. Kee had worked with Smith Barney, AG Edwards, and Morgan Stanley before founding Stock Traders Daily in January 2000. Stock Traders daily thrived during the Internet Debacle. (http://stocktradersdaily.com/)
Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries.
After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fisher, Charlie Munger and Warren Buffett. You can read about my thoughts on a suitable portfolio structure for early retirees here.
My articles should not be considered to be any kind of investment advice. What suits me well is not necessarily good for others, as successful investing is somewhat like a marriage: If only one is perfect, the marriage won’t work. So please do your own research and remember Benjamin Graham's advice: “The investor’s chief problem — and even his worst enemy — is likely to be himself.”
I run a very concentrated portfolio with 10-15 positions and invest for the long term. As of 12/2016, my largest position is Theravance Biopharma (TBPH), a company I had intensively and extensively researched long before any sell-side analyst noticed the stock. You can find my early work on TBPH on this site and my comprehensive in-depth research reports on all important pipeline assets here. I correctly predicted the evolution of the new GOLD guidelines for COPD, the sales trajectory of Vibativ and GSK's new Ellipta product range. My reports have been far ahead (in terms of depth, scope and reliability) of all sell-side work on TBPH. That said, I obviously make mistakes as well, although I've yet to make one that costs me serious money.
Other long-time favorites of mine are DaVita (DVA), IBM and a few European small caps which I have also partly covered on Seeking Alpha, e.g. Admiral (AMIGF), Fuchs Petrolub (FUPEF).
I retired as CEO of an Automotive Parts supplier, and manage an investment portfolio for myself and family. I have a BA in History from Royal Military College of Canada and an MBA from the University of Western Ontario. My first career was as a fighter pilot in the RCAF, and, following my MBA I joined McKinsey & Company, Inc. leaving them for Canadian GE. I left CGE as a Vice President in 1984 and founded The Enfield Corporation Limited ("Enfield") which grew from 243 employees in 1984 to over 10,000 in 1989 when Enfield was taken over and I was replaced as CEO. In 1989, I acquired control of Algonquin Mercantile Corporation, renamed Automodular Corporation in the late 1990's when I turned it to focus exclusively on automotive parts sub-assembly. Along the way, Algonquin turned a few ageing drug stores into Pharmx Rexall Drug Stores Ltd., sold to Katz group in 1997 and today a major Canadian drug store chain. I have been a private investor since 1971 both directly and through a private company controlled by myself and members of my family.
I'm an opportunistic investor.
Disclaimer: My articles are necessarily subjective and should not be constituted or interpreted as investment advice. The author will not be held accountable for such misapplications.
Atticvs (a pseudonym), has been an active stock market investor since 1980. For the past 10 years he has been managing portfolios full-time for himself as well as for family and a small group of friends. His investment returns have been substantially higher than the overall market averages. He is a strong advocate of fundamental analysis and discounted valuations allied to a clear understanding of current and future economic/business trends and stock market drivers. During a period of 25 years prior to managing investments full-time, he held senior finance, funding and mergers & acquisitions positions with NYSE, Nasdaq and private companies with operations in Europe, Asia, the Middle East, as well as in the USA and spent extensive time working and/or living in each of these regions.
Michael Moritz joined Sequoia Capital in 1986 after working as a reporter for Time, writing the 1984 book The Little Kingdom: the Private Story of Apple Computer, and co-authoring "Going for Broke: The Chrysler Story" (with Barrett Seaman, TIME's Detroit bureau chief). After leaving Time, Moritz co-founded Technologic Partners, a technology newsletter and conference company.
Michael's internet company investments include Google, Yahoo!, PayPal, Webvan, YouTube, eToys, and Zappos. He currently sits on the boards of; 24/7 Customer, Earth Networks, Gamefly, HealthCentral, Green Dot Corporation, Klarna, Kayak.com, LinkedIn, Stripe and Sugar Inc.. Moritz previously served on the boards of A123 Systems, Aricent Group, Atom Entertainment, CenterRun, eGroups, Flextronics, Google, ITA Software, Luxim, PayPal, Plaxo, Pure Digital, Saba Software, Yahoo!, and Zappos.
In 2009, 25 years after "The Little Kingdom," Michael Moritz published a revised and expanded follow-up: "Return to the Little Kingdom: How Apple and Steve Jobs Changed the World" is available from The Overlook Press.
On 12 July 2010, Michael Moritz was conferred an Honorary Fellowship from Cardiff University.
Michael lives in San Francisco with his wife and two children.
Dennis Miller is the author of “Retirement Reboot”, a book chronicling his own journey to save his retirement in a low yield, turbulent investing environment. He works with some of the country’s top investment managers, authors and analysts to tackle the financial challenges faced by today’s retirees. Working with analysts at Casey Research, Dennis created "Miller’s Money Forever," a newsletter that provides retirees, and those soon to be retired, with actionable recommendations on how to prepare a retirement portfolio. Prior to retiring in 2008 Dennis ran a successful consulting business and authored several books on sales management. He was also a regular contributor to the American Management Association and an active international lecturer for 40 years. Find more of Dennis’ columns and reports at millersmoney.com or contact him at firstname.lastname@example.org.
Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.
Intelligent Speculator is a market discussion and research group that focuses mainly on technology stocks and macroeconomic trades. Intelligent Speculator does provide new stock picks usually on a weekly basis that are either outright or long/short trades. Intelligent Speculator provides views of the different trends in the internet marketplace and its effects on the stocks involved. Since the author has both a financial (CFA exams completed) and a technology-based (through various experiences as webmaster/strategist) experience, he has an advantage in looking through the numbers. Visit Intelligent Speculator (http://www.intelligentspeculator.net/)
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