I am a Managing Partner, IT. I'm an investor from time-to-time in the technology sector. I made good calls on Worldcom, NetZero, Blackberry and others in my time. I know people in the technology world so I get alot of input from the end-users of technology products on how these technology products are playing from the battlefield itself so to speak. That's my investment niche - technology.
Ever feel like trading is like rolling dice? In a way, it is, because every mathematical model of the market includes a stochastic aspect. But I believe we can load the dice in our favor through the use of statistics. Understanding both the stock market and each individual stock as a sort of random process with its own characteristics allows us to more accurately predict what it will do in the future. Coupling statistics with fundamental analysis, I have the goal of revealing to you the hidden patterns within stocks so that you may do what you wish with that information.
Andy Hecht is the chief market strategist for Carden Capital and Carden Futures. Andy is a sought-after commodity and futures trader, an options expert and analyst. He spent nearly 35 years on Wall Street, including two decades on the trading desk of Phillip Brothers, which became Salomon Brothers and ultimately part of Citigroup.
Over the past two decades, he has researched, structured and executed some of the largest trades ever made, involving huge quantities of precious metals and bulk commodities.
Andy understands the market in a way many traders can’t imagine. He’s booked vessels, armored cars and trains to transport and store a wide range of commodities. And he’s worked directly with The United Nations and the legendary trading group Phibro.
Today, Andy remains in close contact with sources around the world and his network of traders.
“I have a vast Rolodex of information in my head… so many bull and bear markets. When something happens, I don’t have to think. I just react. History does tend to repeat itself over and over.”
His friends and mentors include highly regarded energy and precious metals traders, supply line specialists and international shipping companies that give him vast insight into the market.
Andy’s writing and analysis can be found on a number of market based websites including CQG. Andy lectures at colleges and Universities. He also contributes to Traders Magazine. He consults for companies involved in producing and consuming commodities. Andy's biweekly radio show, The Commodities Hour with Andy Hecht, can be heard on Tuesdays and Thursdays from 5-6 PM EST on www.tfnn.com. Andy’s first book How to Make Money with Commodities, published by McGraw Hill was released in 2013 and has received excellent reviews. He is currently working on his second book, Luster. Andy held a Series 3 and Series 30 license from the National Futures Association and is associated as a collaborator and strategist with hedge funds. Andy is the commodity-expert for the website about.com and blogs on his own site technomentals.com.
I enjoy challenging consensus views and analysis by providing unpopular but truthful analysis. My investment strategies are long term 2-4 year horizons and specialize in information technology and energy sectors.
Rocco Pendola is an associate editor at Seeking Alpha focusing on technology and the sectors it overlaps with.
In addition to technology, I am interested in dividend growth and income investing.
I make references to music I'm obsessed with (e.g., Old 97s, Elliott Smith, Bruce Springsteen) in my writing. If you notice any of these references, it makes me happy.
I work on the crossroads of design, branding, consumer research and product development. Occasionally, I buy shares of companies, whose industry I understand or work in.
However, I take capitalism and its machinations with the necessary spoonful of quality Swedish stone salt.
I'm an unemployed Brit, living in France, and, being too "experienced" to get work as an engineer and too "overqualified" (no, don't ask me why this is a problem...) to be considered for any other role, I'm faced with trying to make a living trading, or just fading away into the twilight...
Happily, previous experience (in a galaxy far, far, away, before the internet) showed I can pick shares and profit, even with the time lag of waiting for the newspaper, and dealing through a high street bank, but I'm a novice at new fangled stuff like options, so I'm hoping to pick up some tips from more experienced traders, and news in general.
In return, I'm happy to offer my services as a polymath and natural born problem solver (I once worked in R&D/ new product design in 6 different industries/products, yet soon learned to beat the "specialists") so if you have any unusual puzzles (on any subject, really) feel free to ask. (but no promises, OK?).
Jeez, there is a tempting devil-on-my-shoulder whisper to come across as a grumpy older investor. Yes, I walked 5 miles to school in the snow and barefoot most of the time. But I've always been a fundamentalist who was impressed by a reasonable 'story' or thesis for a particular company. Having made a lot during dot.com days and then watch too much of it slide away, I will happily listen to the rose-colored glasses version of events and then do my own revisions as to why American Motors will NOT be making a comeback.
Currently, I like non-commodity tech and energy stocks. I used to like smaller companies but the odds of them getting acquired or squished is about even, so they better have a great and unique advantage.
I'd love to say I was a buy-and-hold kinda guy but the truth is I do get impatient. Having heard it too often, I don't like a management excuse of the sales being soft because of deals that didn't get closed in the final few weeks. Like most of you, I will make exceptions to that if the story is right. And that is what we're here for, sniffing out our version of truth among the piles of information. Like a meal in a vegan restaurant, not all of it is good!
Author of the critically acclaimed book, "Taking Charge With Value Investing (McGraw-Hill, 2013)" and the premium subscription service "Tipping The Scale" (as seen below). An analyst that ranks in the top 4% on both tipranks.com and Motley Fool CAPS for stock picking performance.
Tipping the Scale members gain access to the TTS Portfolio Tracker. Here, members see what I am buying and selling the minute it happens, along with what I have owned, bought, and sold historically. These are just a few of the features on the TTS Portfolio Tracker.
Tipping The Scale is an equity research platform that uses a numeric scale instead of the traditional "Buy, Hold, Sell" to identify the best investment opportunities in the market. Stock coverage is determined by market catalyst, and every company goes through a vigorous test in 10 different categories. The higher the total score, the bigger the upside. In addition, Tipping the Scale also provides a number of portfolio strategies to hedge the volatility of the market and protect from downside.
Check out my instablog for more information on the popular research service Tipping the Scale, including performance information, benefits, and how it all works.