Any opinion(s) expressed in any form by me at Seeking Alpha and/or related websites are strictly my own personal views and ideas. They should never be considered advice of any kind, nor considered to be professional opinions. You should always seek advice from a qualified professional before embarking upon any plan of trading or investing. All the Best!
"It's not what you know that gets you into trouble, it's what you know for sure, that just ain't so" - Mark Twain
I look for stocks in places:
-Nobody is looking
-Everyone is panicking
-Something structural creates an opportunity.
Follow me if you want original ideas, many of which are not covered by others on SA. I'm more than happy to interact with all my followers, so feel free to reach out.
I'm a senior student majoring in financial markets at HEC Montreal, in september I successfully completed level 1 of the CAIA and CFA programs
Dirk Cotton is a retired executive of America Online (AOL) who loves to spend time with his family, fly fish, shoot sporting clays, attend college baseball games, sail, follow the Wildcats, and write. He currently runs a personal financial planning service, JDC Planning, LLC, in Chapel Hill, NC and blogs about retirement finances at TheRetirementCafe.blogspot.com. Recognizing that the median savings for a family approaching retirement age is less than $100,000 and that half of those households have no retirement savings at all, his writing and practice focus on retirement finances for the “unwealthy,” which is the vast majority of the middle class. Dirk is the author of two books, Retiring When Your 401(k) Fails and Locally Groan, a book about growing up in the South. He holds a bachelors degree from the University of Kentucky in with a topical major in computer science, an MBA from Marymount University and a Certificate in Financial Planning from Boston University.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
Michael Bissell is president of Foresight Asset Management, LLC, an investment advisor with over eleven years experience managing equity portfolios for both institutional and individual investors. He received a B.S. in engineering from the Massachusetts Institute of Technology and an MBA from the University of Houston. He is a registered Professional Engineer (PE), member of the CFA Institute and a Chartered Financial Analyst (CFA) charter holder.
Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum.
I have been self-employed for the majority of my adult life, most recently as the owner of a Brick and Mortar used book store whose property my wife & I sold in 2007 when we semi-retired.
Since then, my wife and I have continued to sell books at a reduced volume online and have authored e-books as well as publishing scarce out-of-print Public Domain titles in e-book format. Our e-books are mostly non-fiction in the area of 1) U. S. Civil War, 2) U. S. Indian wars; especially those in Texas & on the Great Plains, and 3) Texas History; both as a Republic and as a state. Our e-book titles can be found by a Google or other search of my name---Harry Polizzi---for any SA readers that may be interested.
I have beed investing since the early 1960s, when commission costs on trades were astronomical and detailed information on companies was hard to come by. The Internet has made garnering company information much easier, but finding long term quality companies that pay and will continue to pay/raise dividends to provide a rising stream of income to present/future retirees, remains the difficult trick.
My main focus is to uncover these quality companies that pay, and more importantly will continue to pay the dividend income investor a (hopefully) rising stream of dividend income. For those investing for retirement income or those in retirement who need more income, my articles will outline stocks that may help reach those two goals. Occasionally I will focus on an overlooked special situation that promises to fit this same bill.
Williams Equity Research analyzes trading strategy, individual stocks, asset classes, market sectors, and risk to reward parameters in order to provide valuable insight to the Seeking Alpha community.
The author has over 10 years of experience in the financial markets working in areas of equities trading, complex product analysis, and risk management, as well as a graduate level education in the areas of petroleum engineering (full), law (partial), and finance (MBA, partial).
I'm a 50 something former (accidental) accountant that found himself on the bleeding edge of our current economic distress after being laid off in early 2007. Thankfully I'd listened to my grand parents while growing up about the dangers of being in debt (each had gone through our last Great Depression) and as a result, found myself unemployed with two paid off cars, no credit card debt, a house with no mortgage and a decent amount of savings and investments.
My job search was fairly active for the first couple of years but for various and sundry reasons it all came to naught. Rather than giving up I just dove full time into what had been a part time pleasure, managing my and my family's stock portfolios and I haven't looked back!
I discovered David Fish's CCC list, F.A.S.T Graphs and a boatload of great authors here on SA and have been utilizing all of it, with some of my own tweaks to guide my investments.
Former Licensed Derivatives Broker now Full Time Private investor. Focused on Value Investing with long term horizons. No limits on sectors or geography but contrarian looking often means smaller cap stocks or foreign markets that mainstream Wall Street coverage overlooks.
I am a 43 year veteran of Wall Street. My first 26 years were spent on the buy-side as an institutional money manager. I have spent the last 13 years as a sell-side strategist. I am a life long contrarian who finds it easy to take positions quite apart from the crowd. I am most comfortable with my forecasts when my macro and technical analysis are in sync and when my views are at odds with the consensus. I've always been fascinated by the behavioral aspects of investing. Years of observing investor behavior has led me to the conclusion that investor psychology may be the most powerful emotional force in the universe, more powerful than love or hate. It causes otherwise rational beings to make some very irrational decisions. I think every investor should read Extraordinary Popular Delusions and the Madness of Crowds by Charles MacKay.
Business owner for over 30 years now working less and investing more. Our company has grown from $1M in sales to $25M in that time. I have recently sold my shares as part of an exit strategy. My philosophy for success in life and business is based on creativity. As Albert Einstein once said, "Insanity: doing the same thing every day and expecting a different result."
Education: PhD in Economics, University of Zurich, Switzerland. Career in banking, analyst, portfolio manager, mostly thematic equity funds. Founder of Perger Commodities, providing portfolio management for individuals and finance related consulting for junior companies.
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.).
Retired, ex financial exec for a fortune 500 firm. Retired early (age 50) to enjoy life after a long corporate career. Turned out to be a great idea when I almost died of myelodysplastic syndrome in 2011 before an experimental stem cell transplant saved me.
I write a pro bono investing newsletter and do investing seminars, currently writing a book that should be published in fall, 2015. Since I have the time, I am always willing to converse on investing, exchange ideas and otherwise help/share thoughts with anyone desiring to improve their investing results. The teacher always learns more than the students and the lines between the two often blur! Everyone has something of value to offer, whether they know it or not!
My style is aimed at capitalizing on the human predispositions to "do the wrong thing." If you know your companies and their value, rest assured that humans will take them to valuation extremes in both directions. My theory of "The 7 Flaws of the Human Mind" is my basis for investing and will be featured in my upcoming book that should be published in the fall. (taking longer than I thought!)
Alex Cho is a top contributor on Seeking Alpha in both the long ideas and technology section of the website. Alex Cho's articles have been featured on The Motley Fool, The Street, and Benzinga. Alex Cho has been featured on ValueWalk's throwback Thursday for his analysis on Apple. Furthermore, Alex Cho's financial expertise ranks him in the top 100 on TipRanks, and his recommendations have a 80% success rate according to Tip Ranks.
To reach out to him for business opportunities, to share ideas, guest writing opportunities, consulting opportunities e-mail him at firstname.lastname@example.org