Dr. El-Erian is Chief Economic Advisor at Allianz and member of its International Executive Committee. He chairs President Obama's Global Development Council, is a Financial Times Contributing Editor, a Bloomberg View columnist and author of the NYT/WSJ best seller "When Markets Collide."
Dr. El-Erian formerly served as CEO and co-CIO of PIMCO, the global investment management company. He re-joined PIMCO at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts.
Dr. El-Erian also served as a member of the faculty of Harvard Business School. He first joined PIMCO in 1999 and was a senior member of PIMCO's portfolio management and investment strategy group.
Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C.
Dr. El-Erian has published widely on international economic and finance topics. His book, "When Markets Collide," won the Financial Times/Goldman Sachs 2008 Business Book of the Year and was named a book of the year by The Economist and one of the best business books of all time by the Independent (UK). He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for 2009, 2010, 2011 and 2012.
Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, the Peterson Institute for International Economics and the IMF's Committee of Eminent Persons. He is currently a board member of the NBER, the Carnegie Endowment for International Peace, and Cambridge in America. He chairs the Microsoft Investment Advisory Board.
He holds a master's degree and doctorate (economics) from Oxford and received his bachelor and master degrees from Cambridge. He is an Honorary Fellow of Queens' College, Cambridge University.
I am an almost 40 year old investor with a long term perspective and a lot of patience. I mainly think about the future when investing in stocks. I do not care about what my selection of stocks will do next year, but what the result will be in 2040 or so. To paraphrase Warren Buffett: "You should only have stocks that you would feel comfortable having if the stock market closes up for 10 years." That means that I look for stocks that combine growth and value. It has been proven that the group of dividend initiators and fastest dividend growers outperforms the markets by far in the long run. So I mainly select stocks from this group, although I also select some non-dividend payers that I believe will grow out to great future value players. Hence: from Growth to Value. I appreciate your comments, because I believe I can still learn a lot from your feedback and I believe in the wisdom of crowds.
A grizzled veteran after 30 years of personal investing, I have strong personal interests and aptitude in economics, business analysis, technology and personal finance. I have experienced the lows of the 70s and 80s, and the highs of the 90s. After surviving the Great Recession, I have experienced almost every kind of market known to man, and have a plan on how to deal with the markets ups and downs. I believe "less is more" when it comes to government.
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!...
After having been in the investing world for more than 25 years from private banking and investment management to private and venture capital; I have pretty much "been there and done that" at one point or another. I am currently a silent partner for an RIA in Houston, Texas.
The majority of my time is spent analyzing, researching and writing commentary about investing, investor psychology and macro-views of the markets and the economy. My thoughts are not generally mainstream and are often contrarian in nature but I try an use a common sense approach, clear explanations and my “real world” experience in the process.
I am the Chief Editor of the REAL INVESTMENT REPORT, a weekly subscriber based-newsletter that is distributed nationwide. The newsletter covers economic, political and market topics as they relate to your money and life.
I also write a daily blog which is read by thousands nationwide from individuals to professionals at www.realinvestmentadvice.com.
Four female investors and one Dachshund.
We no longer trade equities. Our interests are in the fields of global water distribution, agriculture, and timberland. We also manage strategies of certain hard assets, predominantly the PGM metals group.
Our names (Heidi, Helga, Clarissa and Desiree) are not our real names.
But Schnitzel the Dachshund's real name is Schnitzel the Dachshund.
I have been investing over the past several years and am working towards building my nest egg with my IRA, 403b, and retail brokerage account. I typically focus on dividend growth investing, but also like to look for value opportunities when they present themselves.
I dabble in options rarely, only when I see a substantial opportunity (Example: UVXY) but do not consider this a core principle in my investing practices.
One of the many things that makes human beings so interesting is the variety of hobbies we engage in, from Pooktre art to taphophilia, to carving eggshells. One of the potentially more profitable hobbies -- if done the right way -- is stock market investing, which is my primary hobby. Investing in stocks can be highly rewarding -- or excruciatingly costly and painful. As Warren Buffett, the world’s most successful value investor, once said, “Investing is simple, but not easy.”
It is not easy because we humans seem to have an innate desire to complicate it. Being capable of opening a discount brokerage account and executing our own trades is not the same as being able to effectively manage an investment portfolio. But it’s not that difficult. I manage my family’s investment portfolio. To help me do so, I spend a lot of time researching a plethora of investment topics, from behavioral finance to the MD&A's of potential investment candidates. I decided to record some of this research by writing articles for Seeking Alpha. I have been a daily reader of Seeking Alpha for as long as I can remember. The breadth and depth of authors represents an effective way to benefit from the “wisdom of the crowd.”
I also find that the comments from experienced, savvy readers can be as enlightening as the articles themselves. I have bachelor and master of engineering degrees and an MBA degree. I worked for more than 25 years in daily contact with global equities analysts as Vice President Investor Relations for five different leading companies. If interested, further information can be found on LinkedIn at https://www.linkedin.com/in/johnrlawlor?trk=nav_responsive_tab_profile
I am a part-time investor and student. While pursuing a finance and information systems major with a concentration in business analytics at the University of Maryland, I design applications to automate operations for the UMD Student Government Committee on Financial Affairs, and the Planning Office of the Massachusetts Department of Transportation. As Vice President of Alpha Tau Omega - EG, I manage the internal affairs of the chapter.
A passionate investor (and former energy dividend writer for The Motley Fool) with 18 years of investing experience. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 3-4% yield
2. Offers 10%-11% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
1. Jernigan Capital (JCAP)
2. Starwood Property Trust (STWD)
3. New Senior Investment Group (SNR)
4. Ladder Capital Corp. (LADR)
5. Care Capital Properties (CCP)
6. Genesis Energy Partners (GEL)
7. Omega Healthcare Investors (OHI)
8. Holly Energy Partners (HEP)
9. Main street Capital (MAIN)
10. MPLX (MPLX)
11. Medical Properties Trust (MPW)
12. Apple Hospitality REIT (APLE)
13. 8Point3 Energy Partners (CAFD)
14. Stag Industrial (STAG)
15. W.P Carey (WPC)
Brandon is a senior in the Gabelli School of Business at Fordham University. He is currently in investment banking (M&A). He actively invests on his own personal time, utilizing contrarian strategies.
Brandon is originally from Los Angeles, California where he studied at Loyola High School.
If you need to get in contact with him, feel free to e-mail him at firstname.lastname@example.org - Thank you for your time.
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
Retired system engineer, project leader, and developer from high technology.
Long equity, income investing, short and long puts and calls.
No formal MBA training, not a registered financial advisor.
All articles and comments are with the expectation that individuals perform their own due diligence in their trades.
Periwinkle forms a very tough ground cover. I have transplanted a significant number of these plants to remediate a steep and difficult-to-manage area of my property.
PhD - A Real Value Risk Estimation Model for an Emerging Market
Investment manager at Let it grow investments, Netherlands
Finance lecturer at the University of applied sciences Amsterdam, Netherlands
Data researcher at Bloomberg, London UK
Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.
I am an individual securities analyst looking for value in both the Canadian and American markets. I am a firm follower of Warren Buffett and his philosophy of investing long-term in wonderful businesses with a durable competitive advantage. I am always on the lookout for such businesses priced at a discount to their intrinsic value. My personal portfolio by weight: TSE:ATD.B, NYSE:QSR, NYSE:DIS, NYSE:CNI, NASDAQ:AAPL, NYSE:TD, NYSE:TU, NYSE:SJR, NYSE:SU, TSE:L, NYSE:MFC, TSE:AVO, TSE:CTC.A
Kirk Bostrom, as Managing Partner of Strategic Preservation Partners LP, has been a successful Silicon Valley private investor over the past decade. With roots in the markets beginning in his early teens as a runner on the floor of the Chicago Board of Trade, Kirk has spent nearly 30 years in the investment securities industry. His experience included working in Sales & Trading for First Boston Corporation (institutional taxable fixed income specialist) to Senior Vice President at Citigroup Smith Barney and being named a Managing Director at Piper Jaffray. At both Citigroup Smith Barney and Piper Jaffray, Kirk led a multi-office corporate services team across the spectrum of client coverage capacities, including corporate cash management, restricted stock & option transactions, and high net worth asset management. He was named repeatedly as one of the top-performing investment advisors in the nation as a member of the Chairman's Club at Citigroup (Nation's Top 1%) and Piper Jaffray's "Baker's Dozen" (Nation’s Top 13 Advisors). In the late 1990s, Kirk often appeared on San Francisco's NBC-TV affiliate, KRON-TV, for financial market commentary. He received a Bachelor of Science in Agricultural Industries (Agribusiness & Economics) from the University of Illinois at Urbana-Champaign.
My name is Difu Wu. I am an individual investor. I currently live in the US. My investment interests include gold, bonds, dividend stocks, value investing, index funds, small cap stocks, emerging markets, and international stocks. My favorite investment books are Security Analysis, by Graham and Dodd; Intelligent Investor, by Graham; Little Book of Common Sense Investing, by Bogle; Single Best Investment, by Miller; Secret Code of the Superior Investor, by Glassman; One Up on Wall Street, by Lynch. I welcome your comments and suggestions. Please do not hesitate to contact me. Thanks!
Joshua Kim is a junior at Texas A&M University in the Honors Finance program. He is heavily involved in both financial and entrepreneurial organizations. In 2013, Joshua founded a 501(c)(3) non-profit which spans the Dallas, TX metroplex in its operations and partnerships. His other interests include reading, rowing crew, and playing squash.
CFA Charterholder and capital markets enthusiast looking for opportunities which go against consensus while hedging exposure. I believe good ideas take time to develop and it's important to be compensated while waiting for your investment thesis to play out.
I believe in buying good companies in industries with reasonable but sustainable growth rates, with emphasis on buying companies with relatively clean balance sheets, understandable business models, strong cash flows, and management that’s shareholder-friendly.
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.
I've worked professionally in financial services for well over a decade, having done time at both big banks and a small private equity shop. Currently, I'm Managing Partner at a registered investment advisory firm based in the San Francisco Bay Area. My professional expertise is in long-term portfolio strategy and I have a deep personal interest in value investing. Academically, I earned a BA from UC Berkeley and a CFA charter from the CFA Institute.
Port Wren Capital, LLC specializes in uncovering undervalued companies with strong long-term potential for people who want to maximize their investment profits.
"I appreciated the perspective your research shared. I'm looking forward to future contributions from your group." Brando S. comments about our work.
"Regarding, HP, what's not to like? Low debt, decent fundamentals, steady management, nice dividend. Now's the time to buy this one, IMO. Thanks." Stan F. comments on our work.
Michael Osteen, MBA obtained an average realized gain of 83% in 60 months. Mr. Osteen is an accomplished value investor, author and investment contributor. As a successful serial entrepreneur he brings a very unique prospective to value investing unlike many others. Mr. Osteen holds Masters in Business Administration from Rivier University in New Hampshire, as well as, a Bachelors of Science degree with Honors from Clemson University in South Carolina. He completed two years of accounting with a 3.75 GPA at the undergraduate level. Mr. Osteen is Chief Investment Officer - Research for Port Wren Capital, LLC in this role he manages the private equity portfolio and conducts the research.
Michael Hooper is a freelance writer and value investor. Hooper was previously business editor of The Topeka Capital-Journal for nearly 10 years, then worked four years as a trust officer. He has been a stock market investor since 1993.
I'm a small business owner and investor. Previously, I was an intelligence officer and defense consultant with six years of experience in conflict zones.
I use a bimodal portfolio, applying strong defense and offense at the same time. US treasuries, precious metals, and short sales comprise more than 50%. I stake the rest in high payout opportunities, including deep value, distressed debt, special situations, and turnarounds.