John Scherr is the founder and President of WhisperNumber.com, an independent financial research firm focused on earnings expectations. He is a regular contributor to Fox Business Network, and has been featured in Barron's, the Wall Street Journal, and MarketWatch. He is considered a leading expert on 'whisper numbers' and post earnings price movement analysis.
Since 1998, WhisperNumber.com has been the leader in social media analytics ('crowd sourced estimates') for earnings. Receive email alerts on those companies most likely to move higher or lower when they beat or miss the whisper number. These are the Whisper Reactors. http://www.whispernumber.com/suboptions_wr.jsp When earnings season gets underway, traders, analysts and investors are watching closely to see if companies' results squared with Wall Street's expectations. Of particular interest is the "whisper number". A veteran in the business, WhisperNumber.com takes a unique approach: its earnings estimates come from regular polling of its members. The site points to independent academic studies supporting its claims that the crowd is wiser than the Wall Street priesthood (www.whispernumber.com/study.jsp). WhisperNumber.com's free registration buys voluminous information related to the profit histories of companies entering earnings season. Type a ticker into its search engine for an exhaustive earnings profile of a company, alongside a calendar of coming earnings and an education center with whisper strategies for trading. A subscription payment of $395 for six months buys access to the company's premium offering, Whisper Reactors (http://www.whispernumber.com/signIn_wr.jsp), a list of highly volatile companies whose prices show a high correlation to their earnings outcomes. WhisperNumber.com claims a variety of double-digit returns for different types of plays over holding periods of 1-to-30 days. Trading on whispers is a technical play on market psychology, rather than a bet on a company's fundamental strengths. To a technician, share price is just a market-clearing mechanism that strikes a balance between buyer greed and seller fear.
I am an undergraduate finance student and value investor influenced by the likes of Buffett, Graham, Marks, Klarman, Greenblatt, etc. I am currently interning for a value oriented fund based in Texas, and I’m also searching for an internship for summer 2017. I can be contacted by phone at 1-508-505-8910 or e-mail at firstname.lastname@example.org.
For a little more background…
I started reading Graham and Buffett when I was around 14 or 15 years old and quickly began to develop a passion for value investing. People often say that something just “clicks” and that’s certainly what happened for me. I began investing my own money shortly after and then began to write for Seeking Alpha in my junior year of high school. I have come quite a long way as an investor since then, as you can see by looking at the comparative simplicity of some of my earliest articles.
Over time, my investment philosophy has developed into a strictly value oriented approach, but this does not mean we need to make value and growth a dichotomy. Some companies might be a buy at 25x earnings while others might be a sell at 10x earnings. Through a thorough analysis of competitive and other qualitative factors, along with a valuation through DCF and/or comparable company multiples, I will ultimately arrive at my decision whether to buy, sell, or do nothing. Most of the time I don’t do anything. I aim to only purchase stocks when, simply put (and it’s much more complicated in practice), not everything has to go right in order for the investment to work out. Although I think the strong form EMH is quite ridiculous and has been disproven by various track records, I’m willing to admit that it’s quite difficult to find a security that has an adequate margin of safety worked in. It requires that I constantly try to turn over more rocks.
Although I originally started writing for Seeking Alpha as a way to increase my knowledge and earn a little bit of spending money, its primary use has now developed into serving as my investment journal. I will give each idea I write up a thorough qualitative and quantitative overview, and make my decision based on the findings. I will continually revisit past works to see how the idea has been developing and where I may have gone wrong so that I can avoid similar mistakes in the future. I welcome any and all feedback on my articles, and please feel free to reach out if you wish to contact me for whatever reason (information above).
I am an active trader with a very diversified portfolio. I try to maintain a solid balance of value equities and beta stocks. I have been trading for the last 25 years and enjoy researching charts and reading financial news.
I'm a computer programmer and teacher of computer programming. I am self-employed, and manage my own SEP/IRA and investments for retirement.
My personal investing goal is to own a portfolio of dividend growth companies such that:
1) The overall portfolio dividend income is sufficient to pay for all of my routine retirement expenses. I do not ever want to be forced to sell something to produce cash, especially when my asset prices are down. [I have no objection to occasionally choosing to sell something to pay for a one-time expense such as a vacation or a gift.]
2) The overall portfolio dividend income rises each year by more than the rate of inflation, so that my purchasing power does not erode over time.
I invest primarily in David Fish's lists of Dividend Champions, Dividend Contenders, and Dividend Challengers. See http://www.dripinvesting.org/tools for those lists.
I do not invest in MLP's or BDC's or CEF's or preferreds.
I maintain a free web site that contains dividend histories for all of David Fish's Dividend Champions, Contenders and Challengers: http://www.tessellation.com/dividends