I added stock and bond analysis to my IT consulting business at the request of a small cap investment specialist in 2002. For my own account I invest mainly in technology and biotechnology stocks, but occasionally I invest in industrial, retail and other stocks. My technology and investment web site is openicon.com. I still enjoy IT consulting and always have some sort of R&D project going on.
My investing style is long-term oriented, and fundamental based. I tend to lean towards buying companies that have excellent growth characteristics but at depressed valuations due to being out of favor. I believe that a well diversified portfolio containing low cost-index funds and ETF's is important for most investors in achieving their retirement goals. Investing is a life-long discipline and I am always learning more. I am active duty in the Navy, and have been for 7 years. I have a Bachelor's in Nuclear Energy Engineering Technology from TESU and I am currently pursuing my MBA in finance and a CFA certification.
Scout Finance is a mobile application that lets you access deep data on your favorite stocks in real time from anywhere. The best app for stock tracking, news, and financial data.
Track and analyze financial data, create watchlists in seconds, listen to earnings calls, read transcripts and presentations, analyze news, and much more for thousands of companies.
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I am an investment advisor and advise individual clients on investing for long term. I have particular interest in macro-economic and top-line trends. Up-coming products and services also come under my research and interests radar.
Chad is an up-and-comer in the financial industry. After joining The Sovereign Society as an investment analyst in 2012, he quickly jumped up the ladder. As the editor of the Pure Income newsletter, he taps into the best off-the-radar opportunities to generate safe, steady monthly income. His research and insight allow subscribers to earn a guaranteed annual yield of at least 11%. He holds two bachelor’s degrees from the University of North Carolina at Greensboro, one in finance and one in economics. Before joining The Sovereign Society, he worked as an investment analyst at an investment advisory firm based in North Carolina. There he was able to develop equity research reports identifying whether the stock was a buy, sell or hold. He was also tasked with identifying trading opportunities and developing strategies to boost overall portfolio returns for equity positions. He continues to provide his research and analysis for our other premium publications and is a contributor to The Sovereign Investor Daily.
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.
Our team is based in Chicago and New York with experience at Google, The Wall Street Journal, Bear Stearns, Lehman Brothers, Tribune and WallStreetView.
YCharts visualizes massive amounts of market information to identify companies with long-term competitive advantages and appropriate valuations. Fundamentals matter and we believe it’s important to understand how companies perform over time and relative to their peers. We cover over 20,000 U.S. & Canadian companies and manage over 40 million investor trends in real-time.
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.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Follow me on Twitter: @NewConstructs
David is CEO of New Constructs (www.newconstructs.com), an independent research firm that leverages proprietary technology to find key insights from the Financial Footnotes of 10Ks and 10Qs. Having analyzed over 70,000 annual reports and their Financial Footnotes, New Constructs helps protect clients from the red flags/unknowns in SEC filings.
David is a distinguished investment strategist and corporate finance expert. He is a member of FASB's Investors Advisory Committee, and he is author of the Chapter “Modern Tools for Valuation” in The Valuation Handbook (Wiley Finance 2010).
David's insights into the markets and his stock picks have been popular with a wide variety of media outlets.
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
Seeking Alpha's editors are responsible for selecting and editing contributed articles and producing Seeking Alpha's own content. Seeking Alpha produces news briefs ( http://seekingalpha.com/by/type/news-briefs) which are collated every morning into Wall Street Breakfast (http:// seekingalpha.com/by/type/wall-street-breakfast), our Housing Bubble and Real Estate Market Tracker (http://seekingalpha.com/tag/housing-bubble-and-real-estate-market-tracker), key excerpts from new IPO filings (http://seekingalpha.com/by/ type/ipo-analysis), portfolios (http://seekingalpha.com/tag/portfolios) of well-known investors, and summaries of Jim Cramer's stock picks (http://seekingalpha.com/by/type/cramers-picks). Seeking Alpha's editors also monitor our Interactive Q&As (http://seekingalpha.com/by/type/interviewsqa) to ensure cordiality. All Seeking Alpha editors adhere to our full compliance standards.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
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, ( firstname.lastname@example.org ) 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. email@example.com
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.
SoundView conducts research and analysis on emerging technologies and companies for investors. The director of research, Kris Tuttle, has over 32 years of hands-on work in technology, business and markets. Early in his career Kris was an AI researcher at Carnegie Mellon University and spent 8 years with IBM developing and implementing new "bleeding edge" technologies in multiple industries.
Later he obtained an MBA in finance and moved into institutional sales at UBS and then equity research at SoundView Technology Group where he eventually came to run research there before being acquired by Charles Schwab in 2003. While at SoundView his name was closely associated with companies like Atria Software, Rational Software, BEA Systems, Business Objects, and Netscape and he was recognized by institutional investors as the "most informed, independent and money-making analyst in the market."
Kris founded his own firm in April of 2005 and acquired the SoundView trademarks in 2011 under which the the firm now operates. Parts of the predecessor brand "Research 2.0" are still found online.
John Petersen is executive vice president and chief financial officer of ePower Engine Systems, Inc., a company that has developed, built and demonstrated an engine-dominant diesel-electric hybrid drivetrain for long-haul heavy trucks that promises fuel savings of 25 to 35 percent depending on terrain and payload.
John is a lawyer and accountant with over three decades of corporate finance, due diligence, M&A advisory and related legal services for manufacturers, innovators and investors in the energy storage and renewable energy sectors.
Over the last eight years John has earned a global following for his articles on the energy storage and alternative energy sectors. He has contributed to AltEnergyStocks, Seeking Alpha, The Street, NASDAQ.com and Batteries International Magazine. He currently works as a senior editor at InvestorIntel.
John is a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. He was admitted to the bar in 1980 and licensed to practice as a CPA in 1981. John’s diverse experience in corporate finance, natural resource development and energy storage give him a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges of the battery industry.
ETFDesk aims to be an idea factory for Exchange Traded Fund investing with all the necessary tools to research your own investment ideas as well as the ideas of others.
Our advanced search feature allows users to search ETFs by asset class, holdings, sector, industry, country of origin, leverage, volume, and fund sponsor. Our WaysToPlay feature is an innovative, user-generated investment idea generator, linking blog posts, news articles, economic releases, etc. with ETFs to form an Investment Thesis that is tracked over time.
Seeking Alpha readers, please enjoy a Complimentary Trial to our Premium content: http://wallstcheatsheet.com/premium/
Only days after the S&P 500 crashed to the depths of hell at 666, the Hoffman brothers launched Wall St. Cheat Sheet: one of the fastest growing financial media sites on the web. Like a samurai, our mission is to cut through the bull and bear sh** with extraordinary insights, a fresh voice, and razor-sharp wit. We provide the highest quality education and information for active investors and financial professionals. We are official contributors to Yahoo Finance, CNNMoney, the Chicago Mercantile Exchange, Business Insider, The Huffington Post, Minyanville, SeekingAlpha, and Zero Hedge. Our work has been cited in top finance and trading outlets such as The Wall Street Journal, MarketWatch, Financial Times, The Big Picture, Real Clear Markets, The Atlantic, Business Insider, The Huffington Post, Infectious Greed, DealBreaker, CBS MoneyWatch, Kiplinger, Investment Postcards, ZeroHedge, Business Pundit, TraderFeed, The Kirk Report, AbnormalReturns, and more.
For the Premium Complimentary Trial: http://wallstcheatsheet.com/premium/
Damien Hoffman, Esq. decided to launch a financial website and exclusive subscription-based newsletter after achieving a 63% return versus a -48% return for the S&P over a nearly two year time frame as a co-founder of popular stock blog SmartGuyStocks (member of the Forbes Business and Finance Blog Network, and certified by Seeking Alpha). Mr Hoffman is currently Editor-in-Chief of Wall St. Cheat Sheet and trades full-time. After graduating early with honors from Duke University, he raised private equity with friends during the late Nineties to launch a successful start-up. Mr. Hoffman went on to work for boutique sports investment bank Inner Circle LLP where he worked on the sale of the NBA franchise New Jersey Nets to Brooklyn real estate development firm Forest City Ratner Companies (NYSE: FCE-A). Mr. Hoffman also graduated with honors from the University of Miami School of Law as a Dean’s Merit Scholar. He clerked at the Florida Supreme Court for the Honorable Justice Kenneth Bell and Central Staff. In 2006 at Harvard Law School he gave a guest lecture entitled, “Business and Law in the New Independent Music Industry.”
Derek Hoffman joined efforts with his brother to launch Wall St. Cheat Sheet after a decade of investing experience and outperforming the S&P 500 over the past 5 years. Mr. Hoffman is currently the CEO of Wall St. Cheat Sheet and trades full-time. He is a regular contributor to CNNMoney. His long-term investments and short-term trades have yielded extraordinarily successful results: double digit annual returns. Mr. Hoffman has handled media investment and tactical strategy planning for Procter & Gamble and Gillette’s national asset portfolio. He has also worked in private wealth management for Morgan Stanley. Mr. Hoffman graduated early from the University of Michigan’s world class economics department.
For the Premium Complimentary Trial: http://wallstcheatsheet.com/premium/
Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also CEO of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years. Mr. Lydon serves on the Board of Directors for U.S. Global Investors, Inc. and Guggenheim Investments. In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios. Mr. Lydon is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor. He is Co-Founder of Virtual Summits, educational virtual events for financial advisors.
Visit his site: ETF Trends (http://www.etftrends.com/)
The ETF Virtual Summit is the largest exchange traded fund (ETF) investment conference in the world. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the ETF industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.ETFVirtual.com.
The Alts Virtual Summit is the leading Alternative Investment conference for financial advisors. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the Alternative Investment industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.AltsVirtual.com.
Jim Van Meerten is an advisor to Marketocracy Capital Management and writes on financial subjects here and on Barchart Portfolio Blogs and Seeking Alpha. He earned a BS in Accounting and Business Administration from Berry College; a Juris Doctorate from the Woodrow Wilson School of Law; and attended post-baccalaureate and graduate courses in Business Administration, Quantitative Math, and Education at Florida Atlantic University, Georgia State University and University of North Carolina at Charlotte. In the past he has been an accountant, attorney, adjunct professor in Business Law, Accounting and Internal Auditing, financial advisor, supervisory principal, and compliance officer. He also passed the Georgia CPA Exam, the Certified Internal Auditor Exam, and the FINRA Series 7, 24 and 9/10 exams.He is presently also a contributor on MSN Top Stocks Blog, Motley Fool and is a member of the M100 on Marketocracy, an elete honor chosen by the editors of Marketocracy as being in the top 100 portfolio managers of over 100,000 portfoiios they review. He would enjoy hearing your comments at JimVanMeerten@gmail.com.
Think B.I.G., by Bespoke Investment Group, provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to gain the data and knowledge necessary to make intelligent and profitable investment decisions. Along with running their Think B.I.G. finance blog, Bespoke provides timely investment ideas through its Bespoke Premium (http://bespokepremium.com/) subscription service and also manages money (http://bespokepremium.com/mm) for high net worth individuals.
Visit: Bespoke Investment Group (http://bespokeinvest.com/)
Roger Nusbaum is the ETF Strategist for AdvisorShares. This Arizona-based professional has over 25 years of industry experience. He is also a well-known financial commentator covering ETFs, retirement planning and portfolio management for AlphaBaskets.com and at TheStreet.com. We think Roger is particularly insightful on exchange-traded funds, risk management and investing in international markets. Visit Roger's work at Random Roger (http://randomroger.blogspot.com) and AlphaBaskets (http://alphabaskets.com)