James Picerno is a financial journalist who has been writing about finance and investment theory for more than twenty years. He writes for trade magazines read by financial professionals and financial advisers. Over the years, he’s written for the Wall Street Journal, Barron’s, Bloomberg Markets, Mutual Funds, Modern Maturity, Investment Advisor, Reuters, and his popular finance blog, The CapitalSpectator.
Visit: The Capital Spectator (www.capitalspectator.com)
I've been in the investment business for 40 years. Investing forces me to face down my own biases and limitations in order to be able to give my clients good advice. My writing is simply me thinking aloud about various issues, trying to generate some clarity. I have a recurring column at Research Magazine, periodic contributions to ThinkAdvisor, and even a few post at my blog Investment Sense.
Black Mamba writes about long term, value-oriented investment ideas (both long & short), and invests in them as well. Black Mamba has extensive investment experience and has chosen to contribute to SeekingAlpha anonymously.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
I'm a retired IT professional that focused on large scale infrastructure projects. From 2000 - 2012 I was co-owner of an IaaS, SaaS company and understand the value and power of a recurring revenue model when paired with a sticky product.
My investing philosophy is very simple. I look for changes; social, economic, technological, legal etc that I believe to be inevitable. From there I identify companies that are well positioned to benefit from these changes. The challenge with this approach is getting the timing right as the pace of change is very unpredictable, the upside is some very substantial gains. Companies with a recurring revenue model are especially interesting for the reasons that I described above.
Daniel R. Amerman is a Chartered Financial Analyst, author, and speaker, with BSBA and MBA degrees in Finance, and over 30 years of professional financial experience. As an investment banking vice president in the 1980s he did groundbreaking work in the CMO/REMIC area as well as the creation of synthetic securities for institutional clients. As an independent quantitative analyst in the 1990s and early 2000s, he advised commercial real estate owners, investment banks, and issuers on mortgage-backed bond originations. He is the author of six books on finance, including two published by McGraw-Hill (and subsidiary).
Beginning in the early 1990s, Mr. Amerman became an outspoken critic of conventional retirement planning, arguing the accepted paradigm had multiple deep flaws that would lead to a profound long-term underperformance which would imperil both individual investors and pension funds. In the 20 years since that time, he has since developed a large body of work that concentrates on alternative strategies for long-term investors, more information is available at danielamerman.com.
Dr. Price writes about stocks, options, and the financial markets every weekday on Real Money Pro, a subscription site at The Street, and here, with Arrow Loop Partners at Seeking Alpha.
Paul has been a speaker at the International Traders Expo in New York City and the Options and Forex Expo in Las Vegas. He also gives investment seminars for subscribers of The Street's multiple subscription sites.
Dr. Price is also a featured contributor for Guru Focus.com, and here on Seeking Alpha.
Author of Quantitative Investing, the Quantitative Risk & Value letter and the free Market Timing Signals. Often in the SeekingAlpha top 5 on Portfolio Strategy. Available model portfolios: market neutral, growth, closed-end funds, Vix trading. For more information, click "send message".
PhD, Software Engineer, Civil Engineer, 20+ years working in various sectors and countries. Also a lifelong rock climber and ex ski-mountaineering racer.
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.
I'm British but I generally prefer shares listed in the USA. I'm always on the lookout for better shares for my pension fund so I can retire some day.
I claim no authority. When I give opinions, I hope to stimulate thought, research, or feedback.
I'm a physician with an interest in building a portfolio for total return. I subscribe to Ben Graham's value investing ethic, and am most interested in finding long-term investments trading at significant discounts to fair value.
I seek out companies that have the ability to generate above-average growth for many years, before ultimately becoming a shareholder-friendly, dividend paying titan, cementing its spot in my portfolio with an incredibly low cost basis due to the previous years of steady, strong growth. These are Future Blue Chips!
I really enjoy helping people with trying to understand the market. Seeking Alpha is for connecting with other investors and it has a lot of people that are willing to lend a helping hand. If you have ANY questions with options or the general market, feel free to ask! :)
www.FutureBlueChips.com -- Try my Newsletter, it's completely free!
Good experienced at: Macroeconomics, Corporate Finance, Valuation, Quantitative Methods. Do not like financial models where inputs are not discussed properly and argued mathematically. When doing the researches, I mark out the most important factors and try to forecast their values in the future using correlation analysis and regression analysis.
Brad McMillan is the chief investment officer at Commonwealth Financial Network®, member www.finra.org, www.sipc.org, the nation’s largest privately held independent broker/dealer–RIA. He is the primary spokesperson for Commonwealth’s investment divisions. Brad earned degrees from Dartmouth College (BA), MIT (MS in real estate development), and Boston College (MS in finance), and he holds the CFA®, CAIA, MAI, and AIF® professional certifications. Other professional qualifications include designated membership in the Appraisal Institute® (MAI), the CFA Institute, and the CAIA Association®. Brad is a frequent commentator on the financial markets, U.S. economic policy, and the global economy as a whole for a range of media, including the Wall Street Journal, CNBC, CNN International, Barron’s, and Bloomberg News. Brad has worked as a real estate developer, consultant, and lender; as an investment analyst, manager, and consultant; and as a start-up executive. He has started and run several companies and has traveled around the world.
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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I have worked in the financial service industry for 40 years. My area of expertise is risk management and complex financial products. I have been a frequent speaker, on behalf of many financial firms, to financial professionals across the country.
I have extensive experience in statistics and actuarial science.
Founder, CEO & Director of Research for Brandywine Asset Management and author of "Jackass Investing: Don't do it. Profit from it." I have been a professional investor/trader since 1979 and have experience in stocks, managed futures, commodities, mutual fund arbitrage, market neutral equity, and long/short equity.
-I have been investing since the fall of 2008 and invested through one of the most difficult investing periods in history and know the importance of dividend growth and stability during those times as well as during the good times. I started writing for Seeking Alpha at the end of 2011 and I have been successful with the companies I write about, which is shown by my high TipRanks success rate (Link Below). https://www.tipranks.com/bloggers/brad-kenagy
Frank Grossmann (founder and partner of logical-invest.com)
I am Swiss and living in Zurich. I studied Microtechnics at the Federal Institute of Technology in Lausanne and Business Administration at the Federal Institute of Technology in Zurich. After the studies in 1989 I founded Labocontrol AG. This company was sold to the US company Digital Now Inc. where I continued to work as a chief scientist.
Since 13 years I have my own software company Colour-Science.com which develops algorithms for digital image processing. These algorithms do things like image enhancement, red eye removal or pattern (face) detection. My passion however was always to search for pattern in financial data and then develop and back test rule based investment strategies.
Michael J. Clark was born and raised in Sinclair, Wyoming. He is a poet, novelist, artist, historian, and market analyst.
He began investing in 1985. He read ˜The Technical Analysis of Stock Trends" by Edwards and Magee and was hooked. From 1985-1987 he made astonishing gains in the stock market; and then stocks collapsed in 1987. Since then he has been attempting to 'solve the stock market', with many failures and some successes. The system he developed, called CGTS, Clark's Gate Timining System, is algorithm-based. What this fancy word means is that he proposes a series of necessary steps based on technical analysis propositions, which, when met, trigger trading signals. His four main trading systems are up a combined 31% for 2015.
From his website:
Now that QE is supposedly ending, markets are already becoming more tradable, with opportunities to make money on both long and short trades at the same time. QE tended to make all boats rise, except precious metals. This made it more difficult to play the short side of the markets. Now, both sides seem to be more accessible to successful trades. This will also be more of a challenge for investors. The FED will have to eventually abandon the markets to their own destinies, and stop spending trillions to protect investors AND corporations from their mistakes. As this begins to happen (I am not sure it has happened yet), informed advice will become even more necessary for investors.
Rules of Investment
Rule #1: Never go against the trend. The majority is often wrong; but the minority is often wrong also. The sticky issue with this advice is at transition points, at which a Bull Market turns into a Bear Market or vice-versa. Big Money often anticipates and/or causes this transition. So pay attention to what Big Money is really doing, not what they say they are doing.
Rule #2: You don’t need a broker who makes his living off of your money. Most brokerage firms buy a position in a stock quietly and slowly. When the stock has appreciated significantly they add the stock to their buy recommendations. Then they begin selling their position while they are encouraging their clients to buy the stock. Most firms never issue sell recommendations. If they do, beware: they are probably trying to buy your stock after a huge sell-off.
Rule #3: Watch your own emotions because they are often signaling something. When fear turns to greed and visions of unlimited wealth, we are probably near a top in a trade and we should get ready to sell. When hope and denial turn to fear and visions of an unlimited loss, we are probably approaching a bottom in a trade. (See Rule #1 however.)
Rule #4: Trade with a system to complement your gut reactions. Follow the system no matter what, even if it means taking a loss. Don’t get lazy with your money and sink into denial. Use a system to help you refrain from 'playing a hunch'.
Rule #5: HEDGE YOUR PORTFOLIO AGAINST LOSSES. How does one do this? By having a balanced portfolio of long and short positions. But have a system that signals both long and short positions, and keep your portfolio balanced around 50% long and 50% short. This may seem to contradict Rule #1. It does not. When something is in a long trend, something else is in a short trend. Find what is long and what is short. If stocks are long, gold or oil may be short. Use ETFs and options to help establish this portfolio balance. Our system gives trading signals every day for both long and short positions.
More information on CGTS is available at:
His fine arts portfolio can be found at the following address:
His writing portfolio can be found at:
Those interested in his book "Turn Out the Lights", a description of the metaphysical causes of the 2008 financial meltdown, can access the draft at:
Michael Clark has retired after working 30 years in academia, relocated to Hanoi, Vietnam for six years, and has returned to America in 2014.
Harry Long is the inventor of Hedged Contango Capture and Hedged Convexity Capture and is the Managing Partner of ZOMMA, the world's most innovative strategy index creator.
Mr. Long is a globally recognized expert on the research and development of quantitative investment strategies. The ZOMMA IP portfolio of strategy indices is sought after by asset management firms, investment banks, hedge funds, principal trading organizations, index providers, ETP sponsors, and private equity firms to help them develop and deploy active manager-crushing quantitative investment strategies.
ZOMMA helps investors create long term value by replacing reckless emotional decision making with cutting-edge technology based upon objective evidence.
Mr. Long is a graduate of Rice University with a B.A. in Economics.
Note: Due to the sheer number of requests for bespoke quant strategies, research projects, and quant consulting services, we have instituted the following pricing for the non-exclusive licensing of our algorithms to institutions:
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Please realize that we often get more than 3,000 e-mails per week. This means that we read everything that comes in, but we cannot respond to any email or message that does not include the sender's full name, phone number, request, and budget. Thank you for your understanding.
This Dubai-like pricing is necessary, because we can't freely give answers to tough problems which we have dedicated massive R&D capital to solving. World-class statistical talent is hugely expensive, valuable, and rare. Our clients recognize that outsourcing quant work to our firm and paying our fees represent a huge cost savings over hiring full time employees, and usually results in a far more profitable, turn-key solution.
I am a retired professor, a retired investment adviser, and currently a private investor and full-time tennis pro. I bought my first stock in a custodial account in 1958. I am a student of history, particularly military and economic/market history. The intellectual passions of my retirement years are markets, mathematics, and quantum theory. I like to travel. I served in Vietnam.
Hunter graduated with a Bachelors in Economics from the University of South Florida. He followed up with a Master's in Finance from the University of Tampa. During those years he earned the Chartered Financial Analyst (CFA) designation.
Alpha Street Research is a leading and award winning equity research firm. Our unbiased actionable and quantitative research helps investors identify individual equity opportunities and marco market opinions.
visit the site www.AlphaStreetResearch.com to learn more about the audited performance of the Alpha Street Research ranking system.
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