Proprietary trader and hedge fund manager with many years experience of trading and portfolio management in global derivatives. Formerly a prop trader with a large Wall Street bank.
I began to follow the market and invested in 1963 after receiving a small inheritence. In 1966, I went to work as a broker for a small NYSE firm. In 1978 I realized that more capital was needed by Wall Street firms and spent the next 20 years at Merrill Lynch and was very successful but was burned out at age 55 and was fully vested so I retired believing that the business model that the large investment firms were pursuing no longer made sense. After 3 years in retirement I was recruited by a trust company to be the chief investment officer responsible for $220 million in individual portfolios. I lasted there for four years realizing that the same thing that made me quit Merrill was once again working against me at the trust company, lack of imaginative and appreciative management. When I resigned the assets under manadement were $410 million. My second retirement lasted 6 weeks and I put together my own investment management firm with my wife who is also an investment professional with over 20 years experience. She also has an MBA and had also worked on the sell side and the buy side of the street. We do not accept fixed income accounts and most of our accounts invest for total return. Our asset allocation allows us to invest in bonds when appropriate as a total return vehicle, but we have not seen an opportunity to use bonds with that objective for several years. On the equity side we buy both growth and value in a blended mix. We also dip into small, midcap and international. Our style is a mix of fundamental and technical analysis which I call "rational analysis".
I am not in the market for new accounts, do not advertise my services nor will I supply my name. I have 66 active accounts and require a minimum $500,000 per relationship with70bps fee. I let my clients give us referrals and then I decide if a referral is a match. 80% of clients have been with us over 15 years. I am too old to be taking on new troublesome relationships and I just don't want to hire any new portfolio managers. I guess I am on this website because there is good information to be found here and I can impart some of my own wisdom to other investors. My motto is "Greed Cometh before the Fall" and the old expression is that "there are old traders and bold traders but there are no old, bold traders" is always operative. I will on occasion post a message of an opportunity or something that one needs to watch for. Just keep in mind that I might be "talking my book".
I am Seeking Alpha's CEO and Editor-in-Chief. My love for the stock markets goes back to when I was a kid. Who else remembers combing through the stock quotes at the back of the business section of your local paper?
I joined Seeking Alpha in 2006 and launched Wall Street Breakfast and Market Currents, our top-of-class short-form breaking news for investors. In 2010 I became editor-in-chief and in 2015 I became CEO.
I live in Jerusalem with my wife and a bunch of exceptional kids. Most days, you'll find me making the commute from Jerusalem to Raanana. Occasionally I get to work from my home-office, from where I keep an eye on the beautiful Judean Hills.
To contact me, send me a direct message, or email me at email@example.com.
Graduated in Material Engineering and Nanotechnology at Politecnico di Milano.
Passionate about local and global economy, IT technologies, PC and mobile market.
Small trader generally only on long positions.
Stephen Simpson, CFA, is a freelance financial writer and investor.
I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement".
I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell.
I don't share my models, so please don't ask.
More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
Rod Raynovich is an entrepreneur and executive with a focus on life science companies and medical technology trends.He has over 35 years executive experience including Abbott and JNJ and has been involved three successful start-ups. Before starting Raygent and other companies he was also a Technology Transfer Officer at UCLA. He has a B.S. from Penn State University and an MBA from Rutgers University.
His WEB site at www.raygent.com is currently focused in biopharmaceuticals, genomics and clinical diagnostics . Mr. Raynovich has extensive expertise in marketing and product development and provides business development consulting to early stage companies in biotechnology, diagnostics and imaging.
The Rayno Life Science Portfolio was published on www.raygent.com and other trade media.
Articles have been published on the following topics: Alzheimer Disease,Biomarkers, Genomics,Molecular Diagnostics, Oncology Drugs, Personalized Medicine, Targeted Therapy, Technology Trends, H1N1 and Government Policy on biotechnology.
The Life Science Portfolio is up over 80% over a 24 mo. period as of 5/30/14and among the life science portfolio winners are ABAX, ALXN, AMRI, BIIB, CBST, GPRO, ILMN, QDEL,REGN, SGEN, and VPHM.
I primarily invest based on knowledge of technology, and rarely if ever try to time stocks.
The only way I've been effective investing is by understanding the technology behind the products a company sells, and the market they sell in, while being dispassionate and unbiased.
Vishal Khandelwal is the founder of SafalNiveshak.com, a website dedicated to helping small investors become smart, independent, and successful in their stock market investing. He has 11+ years experience as a stock market analyst and investor, and 3+ years as an investing coach. Safal Niveshak, which Vishal started in 2011, is now a community of 12,000+ dedicated readers, and was recently ranked among the best value investing blogs worldwide. Over the past three years, Vishal has trained over 1,500 individual investors in the art of investing sensibly in the stock market, through his Workshops and online courses.
The enormous advancement in the biological sciences that is taking place has begun to change the traditional way of practicing medicine. Far-reaching biological products are being approved and news about breakthroughs are occupying the media headlines. However, selecting the biotechnology firms for investment requires not only an understanding of the company's finances, but also deep knowledge of the company's potential and the potential and scientific validity of it's products and technologies.
Our Mission is evaluating biotechnology companies, their products, their technologies, scientists, managements, as well as their finances. Our goal is to impart our readers with the knowledge and insight so that they may have a heightened understanding and appreciation for the biotechnology industry.
The Prohost Letter has been in circulation since 1992. Our readers are comprised of venture capital, fund managers, investors, medical professionals and individuals with one common interest, biotechnology.
Prohost Letter is posted in the members areas on the www.prohostbiotech.com. around 40 times a year. Articles are posted several times a week for subscribers in TODAY'S HIGHLIGHTS section and in News & Comments sector for all website visitors
The Life Sciences Report features leading investment coverage of the life sciences sector, including biotechnology, pharmaceuticals, tools & diagnostics, and medical devices. A Streetwise Reports publication. www.TheLifeSciencesReport.com
Awarded a 2015 & 2016 "Top 50 Financial Blogger" by TipRanks.com
- Ranked #44 out of 4,408 bloggers (#106 out of 8,174 overall experts) as of 8/18/15
- Ranked #37 out of 5,383 bloggers (#107 out of 9,507 overall experts) as of 8/18/16
Favorite Long-term Speculative Companies:
TVIA, COGT, BH
Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.
Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them: Apple, Google, Coca Cola, Walmart, GE, Ford, Gap, and others.
This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time.
Consider these questions:
•What % of Apple's stock price is iPhones? (Q: Is it 5%, 25%, or 50%?)
•What % of Dell's stock price is Dell Notebooks?
•If Bing took half the market share from Google Search, what % upside could there be for Microsoft’s stock?
On Trefis you will get answers to questions like above.
You can play with assumptions, or try scenarios, as-well-as ask questions to other users and experts. The platform uses extensive data to show in a single snapshot what drives the value of a company's business.
Trefis makes the same content, data, and tools that are currently available only to professional investors today, accessible to everyone. Importantly, it makes the extensive data/tools easy to use and understand, allowing investors to leverage the platform in their decision making much more efficiently than anything else available.
Trefis is currently used by hundreds of thousands of investors, company employees, and business professionals.
I am a research scientist with a strong background in Human Genetics, Molecular Biology, Cell Biology, Cardiovascular Biology, Cancer Biology, and Immunology. I received my Ph.D. in Biomedical Sciences from UCSF and did my Postdoctoral training at Stanford. I have also worked as a scientific consultant to various Tech and Biotech companies. I have been investing in stocks as an individual investor for 20 years and have always managed my own portfolio. My scientific expertise gives me a unique insight into the science that Biotech companies base their businesses on, and often gives me an edge over the "Smart Money" on Wall St. when it comes to this particular sector.
I am a software engineer in financial services by profession, with formal studies in IT and financial engineering. I have a keen interest in the financial markets and invest with a time horizon of months to years on companies that I feel are undervalued by the market and have a strong potential for growth.
PhD in Computational Physics. Developing new models for stock trading (focusing on long SVXY). Predicting future accurately enough for trading purposes is surprisingly difficult... :)
Contrarian investment philosophy. I am in particular interested in undervalued technology stocks with multiple x upside potential and limited downside risk.
I am currently long $MSFT, $LNVGY, $INTC, $CRAY, $VRNG, $OCAT, $F, $TLT, $ALU and $NOK. $NOK (and now $ALU) are still the largest position in my portfolio, although I sold 70% of my $NOK position since the Devices and Services deal with Microsoft was announced. $NOK/ALU, and $TLT are currently my largest individual stock/ETF positions.
I also swing trade inverse volatility (long $SVXY) depending on market trends. I do not touch $VIX or other direct volatility products under any circumstances.
Additional disclosure: My comments, Stocktalks, articles etc are not an endorsement to buy or sell securities. Investing in securities carries with it very high risks. The information contained within my articles and commentary is for informational purposes only and is subject to change at any time. Do your own due diligence and consult with a licensed professional before making any investment decisions.
I mainly focus on two sectors: technology and auto industry. I am long only and I like to take a conservative approach where I sell covered calls on the shares I hold in order to reduce my risks. Some of the stocks I follow closest are Nokia, Microsoft, Ford and Apple. I believe that being able to see beyond numbers and actually understanding business models of companies we cover is crucial to provide useful insight on companies.
Joseph has been an analyst, investor, and student of economic theory; money and banking; and statistical methods for evaluating and implementing risk/reward trading algorithms since 1972. Joseph is also an occasional contributor to financial publications and his essays are frequently cited by other financial websites and publications.
Since the end of the Great Recession, Joseph came to recognize that traditional methodologies for forecasting economic growth and investment asset pricing are no longer of value, and a broader understanding of the post Glass Steagall, financially engineered world that has driven markets and economies since the turn of the century is required today.
He has a good grasp of Shadow Banking, High Frequency Trading, and Dark Pools, and their impact on today’s markets. He has also spent considerable time understanding the new global paradigm of central bank involvement in experimental policy designed to better control economies.
Joseph doesn’t subscribe to a specific school of theory on economics. Rather, his thinking is based on a combination of the Classical School, the Austrian School, and the Keynesian School. He even sees the writings of Karl Marx as particularly instructive.
Joseph is particularly fond of the following quote from Albert Einstein and sees his own work as driven by that same passionate curiosity that Einstein refers to:
“I have no special talents. I am only passionately curious.”
Coming in a close second in terms of favorite quotes that express his views, Joseph embraces Lord Acton’s views expressed here:
“The danger is not that a particular class is unfit to govern.
Every class is unfit to govern."
Black Coral Research, Inc. is a newsletter designed to inform Dividend Investors how the latest news could impact the dividends of the companies they invest in. Feel free to contact us at BlackCoralResearch@gmail.com