I am an individual investor in my early 50's and focus on investing in dividend-paying and dividend-growing stocks with a long-term horizon. My goal is to generate at least 50% of my retirement income from dividends and rest from other investments like real-estate (rental) etc. I have been investing for the last 20 years and consider myself a reasonably experienced investor. I plan to share my experiences by way of writing one or two articles a month.
Paul Franke is a private investor and speculator with nearly 30 years of trading experience, including investment management. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during the 1990s. Mr. Franke was ranked #1 in the Motley Fool® CAPS stock picking contest during parts of 2008 and 2009, out of 60,000+ portfolios. Mr. Franke was Director of Research at Quantemonics Investing® from 2010-13, running several model portfolios on the Covestor.com mirror platform (including the least volatile, lowest beta, fully-invested equity portfolio on the site). Seeking Alpha articles will focus on undervalued blue-chip companies or leaders in their industry. A contrarian stock picking style, along with weekly algorithm analysis of fundamental and technical data have been developed into a system for finding stocks, nicknamed the “Victory Formation.” Supply/demand imbalances signaled by specific stock price and volume movements are a critical part of this formula for success. Mr. Franke suggests investors use 10% or 20% stop-loss levels on individual choices and a diversified approach of owning 20-30 undervalued, unappreciated, turnaround favorites to achieve regular stock market outperformance.
Individual investors should feel free to message me privately about my real-time subscription service, which is very affordable. That is also included with my short idea product for institutional investors, here on Seeking Alpha.
For a better mobile experience on Seeking Alpha click the top right menu icon on most browsers and select "request desktop site".
I am a former financial communications programmer, turned full-time investor. I began investing in the mid-1990s, looking for a way to achieve early retirement. (A goal in which I have succeeded, if you don't consider full-time investing a job.) I took a scientific, experiment-based approach rather than a studious one. I feel that this approach, combined with my extensive programming work in financial markets and directly with traders has given me uncommon contrarian insight into what really drives market dynamics.
To that end, my articles will center around stocks and their derivatives because that's where I have the most experience (over 20 years). I may occasionally comment on currencies, where I believe I have a sound academic knowledge, but less trading experience.I will always refer to a company by name or some abbreviation thereof. By contrast, I will refer to the stock a company issues by its ticker symbol. I think it can be important to differentiate between the two.
I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. In addition, my services include a review of individual portfolios along with education of portfolio management techniques.
I have been a Registered Investment Advisor, financial author, and entrepreneur. I bring a variety of expertise to my clients, from personal investment planning and management to stock market analysis skills. I am the creator of the investment newsletter Power Investing with DRIPs focused on timely selections of dividend paying stocks. I have also published two books through McGraw Hill, All About DRIPs and DSPs, and The StreetSmart Guide to Overlooked Stocks.
My work experience covers a variety of fields.Prior to being a RIA, I spent 15 years as a corporate manager at Georgia-Pacific Corp before venturing out on my own, operating several businesses from manufacturing to export marketing management. President Ronald Reagan appointed me to the National Advisory Council overseeing the Small Business Administration from 1988 to 1991.
Now comes the obligatory disclaimers: The opinions and any recommendations expressed in this commentary are those of the author . None of the information or opinions expressed in this article constitutes a solicitation for the purchase or sale of any security or other instrument. Nothing in this commentary constitutes investment advice and any recommendations that may be contained herein have not been based upon a consideration of the investment objectives, financial situation or particular needs of any specific recipient. Any purchase or sale activity in any securities or other instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. The information contained in this report does not purport to be a complete description of the securities market, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and subject to change without notice. Either Mr. Fisher or his employer, if any, may hold or control long or short positions in the securities or instruments mentioned.
Lead Wealth Advisor, Chief Investment Strategist, and individual investor with two masters degrees and a CFA designation who has been in the business for over 20 years. Along with our team we author the Seeking Alpha premium subscription service "YIELD HUNTING: Alternative Income Investing" dedicated to income investors who are searching for yield without the high risk of the equity market.
We feature a core-satellite model that allows investors to adjust for their own particular risk tolerance. We specialize in fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
Taylor Dart is a top contributor on Seeking Alpha in both the Long Ideas and Precious Metals section of the website. He has over 7 years of experience in active investing with a compound annual growth rate the past 4 years of 21 percent. His main focus is on undervalued growth stocks outperforming the market and their peers. In addition he use extensive technical analysis to capture maximum upside price action, as his belief is that timing is everything. Taylor scans upwards of 1200 stocks nightly on the U.S. and Canadian markets to identify the best fundamental opportunities with the most timely technical setups. He is a huge proponent of trend following and the "Turtles" who enjoyed compound annual growth rates of over 80 percent per year.
"If there is a sudden range expansion in a market that has been trading narrowly, human nature is to try and fade that price move. When you get a range expansion, the market is sending you a very loud, clear signal that the market is getting ready to move in the direction of that expansion.” - Paul Tudor Jones
"While a fundamental analyst may be able to properly evaluate the economics underlying a stock, I do not believe they can predict how the masses will process this same information. Ultimately, it is the dollar-weighted collective opinion of all market participants that determines whether a stock goes up or down. This consensus is revealed by analyzing price."
Mark Abraham , Quantitative Capital Management, L.P.
"Profit targets imply a trader can predict the future. Profit targets are profit-limiting. Trend followers stay in the moment of now, avoid prognostication, and let markets run as far as they go. "
Thomas Vician, Jr.
"We can’t always take advantage of a particular period. But in an uncertain world, perhaps the investment philosophy that makes the most sense, if you study the implications carefully, is trend following. Trend following consists of buying high and selling low. For 19 years we have consistently bought high and sold low. If trends were not the underlying nature of markets, our type of trading would have very quickly put us out of business. It wouldn’t take 19 years or even 19 months of buying high and selling low ALL of the time to bankrupt you. But trends are an integral, underlying reality in life. How can someone buy high and sell low and be successful for two decades unless the underlying nature of markets is to trend? On the other hand, I’ve seen year-after-year, brilliant men buying low and selling high for a while successfully and then going broke because they thought they understood why a certain investment instrument had to perform in accordance with their personal logic. "
John W. Henry
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a Certified Public Accountant CPA from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at email@example.com .
Navellier & Associates was founded by Louis Navellier in 1987 and since then has guided thousands of investors by applying our disciplined, quantitative investment process to a broad range of equity products. Every day, investors hire Navellier to manage their assets in a private account, mutual fund, or defensive portfolio.
For over 25 years, we’ve been zeroing in on opportunities for long-term growth. We employ a veteran team of investment and client service professionals who deliver exceptional, personal service and industry-leading information to our clients.
Important Disclosures that Accompany Navellier & Associates Articles:
*Navellier may hold this security in one or more investment strategies offered to its clients.
None of the stock information, data, and company information presented herein constitutes a recommendation by Navellier or a solicitation of any offer to buy or sell any securities. Any specific securities identified and described do not represent all of the securities purchased, sold, or recommended for advisory clients. The reader should not assume that investments in the securities identified and discussed were or will be profitable.
Information presented is general information that does not take into account your individual circumstances, financial situation, or needs, nor does it present a personalized recommendation to you. Individual stocks presented may not be suitable for you. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.
One cannot invest directly in an index. Results presented include the reinvestment of all dividends and other earnings. Graphs are for illustrative and discussion purposes only.
Although information has been obtained from and is based upon sources Navellier believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. All opinions and estimates constitute Navellier's judgment as of the date of the report and are subject to change without notice. This report is for informational purposes and is not to be construed as an offer to buy or sell any financial instruments and should not be relied upon as the sole factor in an investment making decision. Any decision to purchase securities mentioned in this research must take into account existing public information on such security or any registered prospectus.
Past performance is no indication of future results.
FEDERAL TAX ADVICE DISCLAIMER: As required by U.S. Treasury Regulations, you are informed that, to the extent this presentation includes any federal tax advice, the presentation is not intended or written by Navellier to be used, and cannot be used, for the purpose of avoiding federal tax penalties. Navellier does not advise on any income tax requirements or issues. Use of any information presented by Navellier is for general information only and does not represent tax advice either express or implied. You are encouraged to seek professional tax advice for income tax questions and assistance.
It is very hard or impossible to time the broad market consistently — there are no famous investors that got rich by consistently knowing what the broad market would do next. This only makes sense, as there are just too many variables in the broad market. But there are many famous investors who got rich analyzing individual securities, and this is where you should put your focus. You can get an edge in individual securities. Joe Springer was the number 1 ranked stock analyst in the world by tipranks.com. Joe is a Certified Technical Trainer, and enjoys teaching about the stock market as well as managing portfolios. If you would like to follow Joe on Twitter, his handle is @JoeSpringer.
Eli Inkrot is a writer. Check out his website: thecurrencyoftime.com, his articles here on Seeking Alpha or his book - "You Don't Have A Money Problem" - on Amazon.com.
Additionally, here is a quick bio:
Eli has held the title of Vice President and Portfolio Manager at EDMP Inc. - a money management firm - along with Vice President for F.A.S.T. Graphs - a financial software company.
Prior to that, he began his investment career as an analyst in private real estate for a public pension fund. During his time in real estate he was the lead for a variety of accounts with net asset values totaling nearly two billion dollars. Eli received a Master’s in Finance from the University of Tampa where he earned “highest honors” whilst receiving the distinction of being named the “most outstanding graduate student.” He also holds undergraduate degrees in both Economics and Business Administration from Otterbein University, graduating “magna cum laude” with distinct honors in each major. During his tenure at Otterbein, Eli was a member of the varsity golf team, held the departmental Senator position for Business, Economics and Accounting and studied abroad in the Netherlands.
Who I Am: I'm a retired individual investor. I retired at the end of 2013 after a 35 year career as a professor and research scientist at a major research university. So -- a career as a researcher and an educator, which is what I hope to continue here. Virtually every good teacher I've ever known says some version of "I learn more from teaching than my students do." There's a lot of truth in that, enough that there's an underlying selfish motivation for my writing here as I continue to learn about investing.
My professional life involved multiple international projects and collaborations, so I traveled extensively over those 35 years. I plan to continue doing so in my retirement. One consequence is that I'm liable to disappear from the site for extended periods. How can you miss me if I don't go away?
My investing priorities are building and refining portfolios designed to provide income and capital growth: Income for my retirement needs, and capital growth for my estate. My investing interests are tax-advantaged income from a range of sources, portfolio strategies, information- and bio-technology, and momentum-based strategic allocation.
Why I Write for Seeking Alpha: I learned long ago that "writing is nature's way of letting you know how sloppy your thinking is." The line comes from a Guindon comic strip of many years ago, and could not be more true in my case. When I did research professionally, I learned that writing it up forces me to think about details I might otherwise overlook. It's how I spent my working career, so it comes more or less naturally to me. I consider it an essential part of doing any research. So, the writing I do here is as much for myself as for the reader. As I started to contribute articles here, they grew out of research for my personal investment portfolios. They're based on things I've uncovered that are of interest to me and may be of interest to others of like mind. My primary purposes in writing them are to help clarify my thinking and to get feedback from others who may have very different opinions. It's those thoughtful comments that make Seeking Alpha such an important resource.
I try to actively engage myself in the comment streams in my articles, contributing what I can and learning from others. As a research scientist I spent a career spanning four decades devoted to free exchange of information vetted by rigorous peer review. It's a concept I firmly believe in. I hope to bring that approach to my interactions and contributions on Seeking Alpha and welcome critical commentary on anything I may contribute here. I especially encourage and appreciate thoughtful comments from those who disagree with me (although I will ignore obvious trolls and encourage others to do so as well). So, go ahead, start a conversation in the comment threads. It's one of the best things about Seeking Alpha.
My Investment Philosophies and Strategies: I maintain two portfolios. My income portfolio is a taxable account. I try to keep it separate from the growth portfolio which is housed in a series of IRAs, traditional and Roth. My income focus is on tax-advantaged income. In 2016 I face minimum required withdrawals from my tax-deferred accounts, so tax efficiency is an important consideration. The IRAs I see as my estate and are focused on generational wealth building. That means the growth portfolios have a long-term horizon, well beyond what an investor of my age might be expected to maintain.
Who Is Left Banker? Ah yes, the name. When I first joined Seeking Alpha I had no intention of being anything but an occasional reader. I saw it as another research site. So, I just ported a name I've used on other sites. I spent some of the best times of my life living on the left bank of the Seine and am always thrilled to be back in La Belle Paris. Add that I also like it because I find several subtle word plays there; I'll leave it to you to decipher that comment.
Finally, I've chosen to remain anonymous, which I feel obligated to justify. First, I have no professional role in finance and nothing to sell, so there is no advantage to be gained by "making a name for myself' here. Second, I value my privacy and have kept my internet presence as low-key as my professional life allowed. I certainly want to avoid any possibility of some internet connection trying to track me down. Odds against that happening are, of course, outrageously long, but why take them on at all?
Disclosures: I have no ties to the financial or security industries in any form. My interests are strictly personal. The banker part of the nym has absolutely no relationship to the profession of the same name. Readers should be aware that I am an investing novice, some might say dilettante. I do not give advice; what I publish is much more in line with a research notebook. Anyone who finds anything of interest will necessarily want to do his or her complete research and due diligence. It would be foolish to rely on my conclusions without having done so.
Brett earned his first contrarian investing profits in 2004 when he purchased an obscure investment (at the time): sugar futures. His friends on Wall Street stopped laughing soon enough when sugar rocketed to multi decade highs, illustrating that it indeed pays to be contrary.
Brett quickly learned that the key to maximizing profits while minimizing losses is to invest against the crowd. He has since scoured the universe of stocks, commodities and options, searching for popular and tradable market misconceptions.
Brett has been featured in The Economist, Forbes, The Globe and Mail, Chicago Tribune and Seeking Alpha. He is a graduate of Cornell University, with a degree in operations research and industrial engineering.
In addition to his love of investing, Brett is an experienced technology entrepreneur. He co-founded two successful high-growth software companies, Chrometa, maker of the world’s most advanced timekeeping software, and LeadDyno, an online marketing tool for small businesses.
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.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Reuben Gregg Brewer spent about 15 years at world renowned Value Line, the Publisher of The Value Line Investment Survey. During this time he worked in various facets of the company's research efforts, including equities, mutual funds, convertibles, and options. For six years, he directed all of the company's research efforts as Value Line's Executive Director of Research. Today he writes about the things that interest him.
The AMM Dividend letter is written by Glenn Busch a member of the portfolio management team at American Money Management LLC. The goal of this monthly e-newsletter is to provide insight into the individual stocks that we are investing in.
Don Dion (firstname.lastname@example.org, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for the Dion family. Don no longer manages money for other families or institutions after selling Dion Money Management to NYC-based Focus Financial Partners in September of 2007 prior to the Great Recession. Don remains one of the largest individual shareholders of Focus Financial Partners. Mr. Dion is the managing trustee of the Dion Family Foundation, which focuses on helping individuals with tuition assistance at Catholic Institutions for grammar school, high school, and college education. The foundation also helps individuals by supporting health care institutions, particularly Massachusetts General Hospital. Don is on three leadership and advisory committees at Massachusetts General Hospital and the Home Base Program (a partnership between Mass General and the Red Sox Foundation). Don consults with Saint Dominic's Academy and served on the executive committee as a trustee of Saint Michaels College. In addition, Mr. Dion is the retired publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provided a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 90,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletter. Its flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers. Mr. Dion is the sole founder and retired C.E.O. of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, FL., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries, He fortunately sold the company to Focus Financial Partners on September 1, 2007 prior to the Great Recession. Mr. Dion was the Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which he founded with Summit Partners in 1988. LTCH went public in 1992 and was acquired by Textron Corp. "TXT" in 1999 for $183M of cash consideration. Don was the Executive Vice President, C.F.O., shareholder and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988. Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982. After law school, Mr Dion was employed as a tax and estate planning lawyer with the Boston firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983. Recently, Don has been spending some of his time researching and strategizing about IPOs, building on his prior experience of successfully taking companies public and six strong years of U.S. IPO returns (2009 to 2015). Mr. Dion can be reached at email@example.com.
Blogger on Seeking Alpha
Ranked #61 out of 5,308 bloggers (#154 of 9,385 overall experts)
290 out of 495
If you copied Don Dion's ratings since 2013 and opened each position for the duration of 1 Year , then 59% of your transactions would have been profitable with an average return of +7.7%.
John Cole Scott is Chief Investment Officer at the firm and holds the Series 66 FINRA Licenses. In 2002 he earned the Certified Fund Specialist designation (CFS). For over 15 years John has specialized in closed-end fund/BDC research, analysis and trading.
He has been quoted or interviewed by Bloomberg, SmartMoney, Investment News, The Street, Morningstar, Registered Rep, Reuters, Bond Buyer, Better Investing, USA Today and The Richmond Times Dispatch and published in SR Consultant. He has presented at conferences or events in Atlanta, GA, Charlotte, NC, Boca Raton, FL, Chicago, IL, Denver, CO, Houston, TX, Miami, FL, Minneapolis, MN, Naples, FL, Newark, NJ, Richmond, VA, New York, NY, San Francisco, CA, Tampa, FL and Washington DC including several keynote addresses.
In April 2008 John founded CEFA's Closed-End Fund Universe, a comprehensive weekly data service covering the closed-end fund industry currently with 185+ data points per traditional CEF and 115+ per Business Development Companies (BDCs). We launched BDCUniverse.net in August 2015 as the first BDC Research website covering all public BDCs. In November 2008 he founded "The CEF Network" on LinkedIN with 1375+ members.
John is a long time member and current Board Member of The Richmond Association for Business Economics (RABE) and serves on the Investment and Standing Committee for The New York State Society of The Cincinnati. He can be reached via: firstname.lastname@example.org or (804) 288-2482.
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, sustainability, and personal objectives. While the past may be instructive, Aloisi cautions on over reliance.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi voluntarily serves as VP of his local school board.
Dr. Charles Lieberman serves as chief investment officer for Advisors Capital Management L.L.C., a money management and investment advisory firm, servicing financial advisors and private clients throughout the country. Dr. Lieberman has overall responsibility for managing its three primary types of separate account portfolios, growth, growth with income, and income with growth.
A graduate of the Massachusetts Institute of Technology with a bachelors degree in economics, he earned a Ph.D. in economics from the University of Pennsylvania before beginning his professional career as an academic at the University of Maryland and, subsequently, at Northwestern University. After five years in academia, Dr. Lieberman joined the Federal Reserve Bank of New York as head of its Monetary Analysis Staff before coming to Wall Street. At Morgan Stanley and Shearson Lehman Brothers, he focused on the debt and equity markets, respectively. In 1986, he joined Manufacturers Hanover Securities Corp. as chief economist and head of research and retained that position through the subsequent mergers with Chemical Bank and Chase Manhattan. During his 11-1/2 years with these banks, he worked intensively with the Bank’s clients, as well as the Bank’s trading desks and portfolio and sat on the Bank’s Markets Committee, which was responsible for funding, interest rate and currency risk management. He also traveled extensively on behalf of the Bank, both domestically and internationally, consulting with senior government officials and portfolio managers of some of the largest financial institutions in the world.
In 1997, he left Chase to found, along with co-founder Henry Kaufman, the global macro hedge fund Strategic Investors Management L.L.C. and to serve as its managing partner and principal strategist. In this role, Dr. Lieberman constructed leveraged investments (some hedged, some unhedged) on a global basis.
Dr. Lieberman is frequently quoted in the media. He has appeared often on CNBC, Bloomberg radio and television, CNN, CNNfn, The Nightly Business Report on PBS, Reuters Financial Television, Fox Business News, and the major television networks. He is often quoted by Bloomberg, Reuters, The Wall Street Journal, The Washington Post, Barron’s, and numerous other domestic and international business publications.
Jonathan Moreland is the founder and Director of Research at InsiderInsights.com, which produces the weekly InsiderInsights Newsletter, and offers institutional strength, real-time insider data and analytics via a subscription Data Module and APIs. He is also principal of Insider Asset Management llc, a registered investment advisor in New York State, and a past contributor to TheStreet.com, Minyanville, and other financial outlets.
A fundamental analyst with an MBA in finance, Mr. Moreland identified insider data over 25 years ago as an excellent first screen to determine where to focus his research efforts. He is quoted frequently in the media for his insider analysis, and stock recommendations stemming from it. He is also author of Profit From Legal Insider Trading (Dearborn 2001), and has a new book due out with Wiley.
Mr. Moreland is currently on a mission to get investors to expect more from insider data than the commodity feeds they rely on from their Bloomberg terminals, Yahoo!Finance, and other financial websites.
Advisors Capital Management LLC is a provider of privately managed investment accounts located in Hasbrouck Heights, NJ. ACM is an all cap asset, value, longer-term oriented investment manager. ACM clients establish their own account at an independent custodian and then elect ACM to manage the account based on a predetermined investment strategy on a fee basis. Each portfolio is tailored from an investor’s unique investment policy to take into consideration personal risk levels and investment objectives. ACM provides investment management services to individual investors and financial professionals. ACM’s investment program is created for discerning investors who are looking for true private account management. ACM’s co-founder and Chief Investment Officer, Dr. Charles Lieberman, oversees the firm’s value oriented investment philosophy. Dr. Lieberman is the former Chief Economist at Chase Bank and is a regular guest on CNBC, Bloomberg, and many other financial news outlets throughout the world. For a complete listing of ACM’s programs and management fees, please read ADV Part 2a and 2b for additional information on the firm, available upon request. ACM is a registered investment advisor. Weekly economic and market commentary are available to interested investors and advisors by visiting www.advisorscenter.com
The Oil & Gas Investments Bulletin (http://www.oilandgas-investments.com) is an online subscription-based service that finds, researches, and profiles growing oil and gas companies that have high growth rates (or high growth potential.)
Its team of writers work under Keith Schaefer, Editor/Publisher, who shares his knowledge of the oil and natural gas markets in a simple, easy to read manner. The bulletin outlines which TSX, NYSE and NASD-listed energy companies have the ability to grow, and bring shareholders prosperity even in tough times.
There is tremendous potential to profit in oil and gas companies for informed investors. Mr. Schaefer has a degree in journalism but has spent the last 15 years assisting public resource companies in raising exploration and expansion capital.
Ron Sommer was a chief financial officer at an institution of higher education in New York City. He has 40 years of financial management experience in the public, private and not-for-profit sectors. Sommer has also been a private investor for more than 30 years. He uses a ruled-based quantitative model.
George Spritzer, CFA is a registered investment advisor at Southland Investments and specializes in managing closed-end funds for individuals.
George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
Roger Nusbaum is the ETF Strategist for AdvisorShares. This Arizona-based professional has over 25 years of industry experience. He is also a well-known financial commentator covering ETFs, retirement planning and portfolio management for AlphaBaskets.com and at TheStreet.com. We think Roger is particularly insightful on exchange-traded funds, risk management and investing in international markets. Visit Roger's work at Random Roger (http://randomroger.blogspot.com) and AlphaBaskets (http://alphabaskets.com)
As Chairman of Guggenheim Investments and Global Chief Investment Officer, Mr. Minerd guides the Firm’s investment strategies and leads its research on global macroeconomics. Prior to joining Guggenheim Partners, Mr. Minerd was a managing director at Morgan Stanley and Credit Suisse. He is involved in leadership roles at a number of civically-minded organizations, including Cedars-Sinai Medical Center and Strategic Partners Among Nations.
Born: September 5th 1982
Location: Queens/Long Island, New York
Marital Status: Engaged
Children: Zoey Marie
Academic: Towson University, B.S. 2006
Major: Political Science
Minor(s): English, Economics, & Mathematics
I've had a love for the securities markets since I was about 8 years old, and received my first subscription to the Wall Street Journal at 11. I've been obsessed with such mathematical concepts as M-Theory and Chaos Theory since my early days of High School, and have always had a fascination with numbers.
Caiman Valores is a Colombian investment consultancy operated by Matt Smith who has over a decade of experience in investment management. He speaks Spanish, has travelled extensively through South America and lives in Colombia.
His approach to investment analysis relies on gaining a fundamental understanding of the company and then applying a macro-economic overlay. Matt has over two decades of experience in investing and working within investment management and high net worth banking.
He earned a Master of Business Law from the University of Sydney, a Master of Arts in International Relations and a Bachelor Degree in Political Science and Economics from the University of New South Wales.
Please feel free to contact him if you have questions regarding investments, writing, or speaking opportunities via email at email@example.com.
I am a financial writer, publisher, and New York Times bestselling-author. Each week, nearly a million readers around the world receive my Thoughts From the Frontline free investment newsletter. My most recent book is Code Red: How to Protect Your Savings from the Coming Crisis. I appear regularly on CNBC and Bloomberg TV. I’m also Chairman of Mauldin Economics, a research group that provides monthly analysis and recommendations to thousands of readers around the world. I was previously CEO of the American Bureau of Economic Research. Today I am President of the investment advisory firm Millennium Wave Advisors, LLC. I am also president and registered principal of Millennium Wave Securities, LLC a FINRA and SIPC registered broker dealer. When I’m not traveling to speak at conferences and events, I live in Dallas, TX. I’m also the proud father of seven children.
At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum