I am an independent trader and investor seeking opportunities in energy, deep value, distressed and turnaround plays. I also invest in growth when I see a sustainable long term trend in certain stocks or sectors.
I may occasionally send stock ideas out on Twitter, if exceptional opportunities arise: @rougetrades
O. Young Kwon, NYU Ph.D. in Economics had worked in securities industry for ten years as a Registered Investment Adviser. He taught Macroeconomics and Statistics. Prior to his academic career, he was an Economist/Bank Supervisor at the Bank of Korea (the Fed's counterpart). In 2009 he set up the TANER System in order to synthesize performances and relative strengths of 20 ETFs and 40 equities thoroughly. (“Go TANER: The Market Primer”) The System captures dynamics of momentum changes of individual securities on the daily basis. The System also builds successfully their momentum trends over time.
He is a conservative investor, targeting on a reasonable investment goal (inflation plus 3%). His investment preference is a relatively long-term (three to twelve months) long-only strategy. He allocates his assets as an auto-pilot portfolio: 85% in six mutual funds (currently three bond, two equity, and one international) and 15% in two trading accounts. As the title of his portfolio indicates, any short-term frequent portfolio adjustment is not needed. He adjusts his portfolio gradually several times a quarter, based upon TANER Momentums (TMs), inflation expectations, money supply, and various asset valuations.
The significantly increased market volatility induced mainly by more frequent online trading pattern with ETFs in the recent years, however, forces investors towards somewhat aggressive trading to gain more and lose less. It is a very serious challenge to conservative investors like him. He has traded daily, based on TMs, provided by the TANER System. The investment returns turn out to be incredibly high. (“The Tiger Rule:”).
He has been posting TMs on his Instablog daily to share the ins and outs of the TANER System. TMs are a summary of the results of the Sythesized Performance and Relative Strength (SPARS) daily. ("Daily TANER Momentums (DTMs)")
In the1970s, he was a visiting Economist (sent by the Bank of Korea) at the NY Fed and the Bank of NY to research long-range planning. After earning his M.A. in Economics at U-Conn, he studied at NYU under Oskar Morgenstern (Economic History, Game Theory), Wassily Leotief (Input-Output Theory), Fritz Machlup (International Finance and Trade), William J. Baumol (Economic Theory and Operations Analysis), M. Isaq Nadiri (Macroeconomic Theory), and Edward Wolff (Econometric Modelling). He workd on various research projects: The input-Output Framework of the U.S. Economy (Leontief), U.S. Productivity Measurements (Nadiri), Knowledge Distribution (Machlup), Firms, Games, Decisions (Baumol), and U.S. Household Spending and Saving Behavior (Wolff).
His Doctoral Thesis under Machlup (1980): Theory of Foreign Exchange and Economic Policy. In the early 1980s .He, as a Research Associate, researched with Geoffery H. Moore at the Center for International Business Cycle Research (CIBCR) on business cycles, growth cycles, international indicators, composite indexing, and forecast of business conditions and inflation.
Ryan Mallory is the founder of SharePlanner.com and has been trading for more than 20 years. He got his start in the stock market at 11 years old when he inherited $5,000 from a relative that had passed away. Instead of putting the money in a college fund until he was 18, Ryan convinced his father to let him invest it in the stock market.
Early on, Ryan never ventured out of the mutual funds, but why should he, here is a kid, not even a teenager yet, learning to make his allowance in the stock market. Growing up in the 80's & 90's, Ryan saw his portfolio grow from $5,000 to nearly $30,000 - a 500% return for a kid who didn't even have his driver's license yet.
But it wasn't until the beginning of 2001, while in college, that Ryan learned his greatest and most important lesson in the stock market - the feeling of losing it all! The portfolio, that had grown into an important lump sum of money had fallen back down to almost its original value at around $10,000.
The lesson learned from his early days of trading, is a lesson that he is reminded of everyday before placing a single trade - and that is the human ability to capitulate a financial portfolio - and it is that lesson that has kept him from ever repeating it again.
Ryan's focus is primarily on swing-trades (with some day-trades) both long and short using technical analysis and secondarily on options and futures. Ryan Mallory has an MBA and a bachelors in Political Science and Economics from the University of Central Florida. He founded SharePlanner in 2006.
Investor/swing trader focusing on U.S. onshore independent oil E&P stocks. I don’t sell or promote anything, just a man of leisure.
I invest for fun; no successful person needs to play in the markets. Mostly I spend my time outdoors – building, gardening, or just enjoying the West Virginia mountains and wildflowers.
Bob De’Long is a pen name. I’m a former hands-on manager in the petroleum and coal industries and a former university professor (professional engineer, MBA, and PhD).
I have an active (perhaps overly active) sense of humor, and I especially enjoy looking at the metaphors others use to express themselves or to cover what they don’t know or cannot express.
Independent oil E&P stocks that I follow, own and/or trade (when the price) is right are:
Whiting Petroleum (WLL)
Newfield Exploration (NFX)
Continental Resources (CLR)
EOG Resources (EOG)
SM Energy (SM)
Rosetta Recourses (ROSE)
and GPOR, PDCE, BCEI, BBG
Natural Gas E&P stocks that I follow (but may never buy again because the industry is dying) are:
EQT Corporation (EQT)
Range Recourses (RRC)
Southwestern Energy (SWN)
Ultra Petroleum (UPL)
Deltic Timber (DEL) is the only non-petroleum stock that I follow, own, and/or trade.
Jim Van Meerten is an advisor to Marketocracy Capital Management and writes on financial subjects here and on Barchart Portfolio Blogs and Seeking Alpha. He earned a BS in Accounting and Business Administration from Berry College; a Juris Doctorate from the Woodrow Wilson School of Law; and attended post-baccalaureate and graduate courses in Business Administration, Quantitative Math, and Education at Florida Atlantic University, Georgia State University and University of North Carolina at Charlotte. In the past he has been an accountant, attorney, adjunct professor in Business Law, Accounting and Internal Auditing, financial advisor, supervisory principal, and compliance officer. He also passed the Georgia CPA Exam, the Certified Internal Auditor Exam, and the FINRA Series 7, 24 and 9/10 exams.He is presently also a contributor on MSN Top Stocks Blog, Motley Fool and is a member of the M100 on Marketocracy, an elete honor chosen by the editors of Marketocracy as being in the top 100 portfolio managers of over 100,000 portfoiios they review. He would enjoy hearing your comments at JimVanMeerten@gmail.com.