I am an independent equity research analyst and consultant. I focus on finding small-cap biotech stocks where I believe there is favorable risk / reward because of misinformation, lack of information, or a potential fundamental turnaround. I provide detail analysis for investors and investor relations companies. I also provide due diligence and advisory services to companies. Some names I write on I invest in personally and will disclose my position. Names that have hired me to provide due diligence or advisory services I will disclose a business relationship. I previously worked for Zacks Investment Research from 2003 to 2015 as a Senior Biotechnology Analyst. Prior to Zacks, I spent 1999 to 2002 managing money with Eastover Capital in Charlotte, NC where I focused on large-cap equities, specializing in healthcare, energy, and technology. Prior to joining Eastover, I worked as a research scientist for TechLab, Inc., a biotechnology company focused on developing diagnostic kits and vaccines for infectious diseases, between 1995 and 1998. I also spent a year working at the Fralin Biotechnology Center, and a year working for a cancer researcher while at Virginia Tech. I have a B.S. in Biochemistry from Virginia Tech, with a B.A in Chemistry and a minor in Math. I have a M.B.A. in Finance, with a concentration in Securities Analysis, from Wake Forest University. I hold the Chartered Financial Analyst (CFA) designation.
Bill is Chief Investment Officer of Luby Asset Management LLC, an investment management company in Tiburon, California. He also publishes the VIX and More (http://vixandmore.blogspot.com/) blog and an investment newsletter. His research and trading interests focus on volatility, market sentiment, technical analysis, ETPs and options. Bill was previously a business strategy consultant. When not trading or blogging, he can often be found running, hiking, and kayaking in Northern California. Bill has a BA from Stanford University and an MBA from Carnegie-Mellon University. Visit Bill's blog, VIX and More (http://vixandmore.blogspot.com/)
TheStreetSweeper recently named Sonya Colberg as Senior Editor. About three years ago, she became senior investigative reporter of TheStreetSweeper, a website devoted to exposing fraud, shenanigans and lousy business practices of public companies. Sonya had worked more than two decades as an editor and reporter for two major newspapers, including the recent Warren Buffett acquisition, Tulsa World. Among others, the Associated Press, Great Plains Journalism Awards, The Gerald Loeb Awards and the Society of Professional Journalists have recognized Sonya’s investigative, feature, health, news and business stories. A fearless investigative reporter, Sonya loves nothing better than calling out the shysters and bumblers who quietly work to separate investors from their hard-earned money.
Tom Shaughnessy is owner of SecretCaps.com, an independent investor and analyst. He has been investing in the stock market since the age of twelve. His style is comprehensive and includes multi-layered research on a concentrated set of stocks. Tom enjoys constructive dialogue regarding various investment ideas and theories.
Tom enjoys intensive research on prospective investments. This includes valuation estimates and modeling, CEO and management interviews, product and expansion overviews, future prospects, financial analysis and the current state of affairs at the company. Moreover, Tom's articles have a focus on micro-cap companies whose potential have flown under the radar.
In his leisure time Tom enjoys playing racquetball on a competitive level.
Chris Ciovacco is the founder and CEO of Ciovacco Capital Management (CCM), an independent money management firm serving individual investors nationwide. The thoroughly researched and backtested CCM Market Model answers these important questions: (1) How much should we allocate to risk assets?, (2) How much should we allocate to conservative assets?, (3) What are the most attractive risk assets?, and (4) What are the most attractive conservative assets?
Chris is an expert in identifying the best ETFs from a wide variety of asset classes, including stocks, bonds, commodities, and precious metals. The CCM Market Model compares over 130 different ETFs to identify the most attractive risk-reward opportunities.
Chris graduated summa cum laude from The Georgia Institute of Technology with a co-operative degree in Industrial and Systems Engineering. Prior to founding Ciovacco Capital Management in 1999, Mr. Ciovacco worked as a Financial Advisor for Morgan Stanley in Atlanta for five years earning a strong reputation for his independent research and high integrity. While at Georgia Tech, he gained valuable experience working as a co-op for IBM (1985-1990). During his time with Morgan Stanley, Chris received extensive training which included extended stays in NYC at the World Trade Center.
His areas of expertise include technical analysis and market model development. CCM’s popular weekly technical analysis videos on YouTube have been viewed over 700,000 times. Chris’ years of experience and research led to the creation of the thoroughly backtested CCM Market Model, which serves as the foundation for the management of separate accounts for individuals and businesses.
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Dr. Mark J. Perry is a full professor of economics at the Flint campus of The University of Michigan, where he has taught undergraduate and graduate courses in economics and finance since 1996. Starting in the fall of 2009, Perry has also held a joint appointment as a scholar at The American Enterprise Institute. Perry holds two graduate degrees in economics (M.A. and Ph.D.) from George Mason University and in addition, and has an MBA degree in finance from The University of Minnesota. In addition to an active scholarly research agenda, Perry enjoys writing op-eds for a general audience on current economic issues and his opinion pieces have appeared in most major newspapers around the country, including USA Today, Wall Street Journal, Washington Post, Investor’s Business Daily, The Hill, Washington Examiner, Dallas Morning News, Sacramento Bee, Saint Paul Pioneer Press, Miami Herald, Pittsburgh Tribune-Review, Detroit News, Detroit Free Press and many others. Mark Perry has been best known in recent years as the creator and editor of one of the nation’s most popular economics blogs, Carpe Diem. Professor Perry has written on a daily basis since the fall of 2006 to share his thoughts, opinions and expertise on economic issues, with a strong emphasis on displaying economic data in a visually appealing way using graphs, charts and tables.
My name is Phil Mause. I am a Senior Advisor with the Pacific Economics Group, focusing on energy, regulatory and valuation issues. I retired from 40 years of law practice earlier this year. I am a yield oriented investor and in the last two years, I have done reasonably well in junk bonds, BDCs, mortgage REITS, and dividend paying blue chip stocks. As an avocation, I dabble in stand up comedy.
I was trained in finance, but work in strategy. I invest very infrequently, and balance my portfolio once a year. I buy and hold hold indices and volatility ETFs. I trade a little bit on the side, but that's pure gambling, for fun.
I could put on this bio my education, work experience, investment strategy, and a nice thin (if I can find one) picture of me in a suit looking *smart*. Sorry but that's not my intent here. Sure I invest, help family make financial decisions, and make a ton of mistakes along the way. But my time spent here is to give all a formula for a well rounded view of fellow investors ideas and recommendations.
My goal is to have posters and investors educate one another so that eventually everyone has the opportunity to make money !! We should all have that same end game. Put the daily noise aside and think "outside the box" !!
I find investments are very different and difficult in these extremely Interesting Times!! We hear whispers of manipulation. QE'S that have never been done before. Then we have a template experiment in Cyprus to see the worlds reaction. I just ask everyone to sit back and ask themselves " 10 years ago would we even have thought a Cyprus could occur? "
Tossing ideas around is always fun....Authors posting their links on our blog is welcomed as well. Newbies with questions are urged to post. Either you learn from the answers or have asked a question no one has thought of . Either way that is EDUCATING !!
So feel free to join us !!
Mr. Roche is the founder of Orcam Financial Group, LLC, a low fee financial services firm based in San Diego, CA as well as the founder of the popular financial website Pragmatic Capitalism (some articles from Pragmatic Capitalism get syndicated on Seeking Alpha so please see the full site if you don't want to miss articles by Mr. Roche).
Orcam Financial Group, LLC (www.orcamgroup.com) is a low fee financial services firm offering asset management, personal advisory, consulting and educational services. Pragmatic Capitalism (http://pragcap.com) was founded by Cullen Roche in the midst of the financial crisis of 2008. Mr. Roche foresaw many of the events that led up to the crisis and felt that the government was slow to react and when it did finally react, responded with the wrong medicine.
Mr. Roche's primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics and behavioral finance. Prior to establishing his own business, Mr. Roche worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Mr. Roche managed a private investment partnership for 7 years generating substantial positive alpha (high risk adjusted returns) without a single negative year of returns. He has since transitioned back to retail asset management to better serve the much needed low fee retail space with sophisticated but simple asset management and financial planning services.
Mr. Roche is also a prolific writer. In addition to the daily musings on his website, he is the author of the popular book “Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance” as well as “Understanding the Modern Monetary System”, one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider where he was described as “one of the most influential economic thinkers today.” In 2015 Mr. Roche was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times.
Mr. Roche is a Georgetown University alumnus, growing up in the DC area and now living in Southern California with his wife Erica, troublesome collie Cal and 4 irritable laying hens. In addition to being a financial dork Cullen is an avid outdoorsman, mediocre gardener, proficient complex carbohydrate consumer (i.e., loves brownies and cake) and finisher of one of the most difficult IRONMAN races at Cabo in 2015.
Matthew Bradbard serves as a Director at RCM Alternatives & Attain Portfolio Advisors. Matthew began his career in the commodities business as an advisor to clients on asset allocation and buy/sell decisions. Matthew has devised, implemented and executed trading strategies for several firms since entering the commodity business in 2001. Matthew has also managed his own global macro CTA that traded numerous futures and options strategies and operated his own Introducing Broker for 5 years. A prolific commentator, Matthew has published subject-specific articles, market commentaries, and Managed Futures educational pieces for the last decade. Matthew is frequently interviewed for his opinion on commodities and current events as they relate to commodities and their role in an investor’s portfolios.
Institutional investment manager authoring on a variety of topics that pique my interest, and could further discourse in this online community. I hold an MBA from the University of Chicago, and have earned the CFA designation.
My articles may contain statements and projections that are forward-looking in nature, and therefore inherently subject to numerous risks, uncertainties and assumptions. While my articles focus on generating long-term risk-adjusted returns, investment decisions necessarily involve the risk of loss of principal. Individual investor circumstances vary significantly, and information gleaned from my articles should be applied to your own unique investment situation, objectives, risk tolerance, and investment horizon.
CFA Institute is a global community of more than 100,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow.
Selerity Research is a proprietary commentary & research service for financial professionals. Our team of highly experienced event analysts provide timely and relevant commentary and analysis on market-moving events related to everything from corporate earnings to key economic data announcements.
Recently: Learning how to play options/warrants.
Just another retail trader from Europe seeking for more knowledge about markets and stocks in general. My lessons so far:
1) "Never follow the trend" - You will just get ripped off by the big sharks.
2) "Expect the unexpected" - Especially during QRs and product presentations.
3) "Be patient" - So far 90% of my judgement was correct long term.
4) "Accept the game rules" - Hedge funds and other large institutional investors influence the markets in their favor, not in yours.
5) "Don't hold onto your losses in defiance. Reflect your judgement." - It is never wise to love your stocks. You want to earn money, not to sport a tattoo of your favourite band.
I consider myself conservative in terms of risk management and look closely to P/Es and book values.
I consider the following stocks long: $BBRY, $BMW.DE, $EBAY, $TM, $V
I monitor: $AMZN, $AAPL, $FB, $HLF, $INTC, $JCP, $LNKD, $NFLX, $NVDA, $QCOM, $TSLA
I have a private small company with a few different revenue streams. I survive off of one particular stream and invest the other smaller streams into the market.
I consider myself a longterm value investor and am not risk averse. I have three seperate portfolios each holding one third of my capital.
My goal was to create a multiframed method of analysis that might allow the average retail investor to pick investments that have a high probability of doubling or tripling. I am willing to cut against the grain and take contrarian deep value bets based on price value inefficiencies. I would like to compound at 30% average yearly gains in an all of my accounts. I have had 2 years of compounding my money at over 300% in these accounts so I would be ahead of my current benchmarks. As of end of 2013.
However, I do not expect to be able to repeat my results over the long term by trading. In fact I expect to sometimes underperform the market as many of my ideas might take time to come to fruition. I will often use arbitrage opportunities or short term swings for smaller gains. I am working on fine tuning my methodology but I believe it is unique and should produce the minimum average of 30%. I am currently ahead in this race and can withstand a correction as my portfolio grows quickly. I am also willing to get defensive if need be to protect capital or even go 50%cash. I run this as a very concentrated portfolio.
One third of my capital goes in a DRIP that I average in monthly to seven companies. I change these companies yearly based on valuation and position size. I grow positions here over time and never want to hold more than 30 companies in this account.
One third goes into long term companies that I see huge growth potential.
One third is in speculative bio-tech, tech and just about anything else where I can understand the financial statement sheets on and has great possible momentum and catalysts.
I often find myself going against the current trends in the market as I see opportunity in others fear. That said I seem to invest in around 15 stocks at a time and try to focus investments into the company at the best value. I hope to earn a healthy return over the next ten years to twenty years.
I am also interested in working in the industry as a career change and am always open to advice. Anyone out there want a 36 year old intern with advanced degrees in other areas?
My main skills are finding deep value opportunities and lucrative swing trade opportunities. I seem to have found a lot of bottom entries even in today's markets. I am willing to learn, enjoy games/game theory, love to read and solve problems.
I am working on starting a limited partnership for 2015 or 2016 so that I can share my gifts with family and friends.
"What looks like a horrible disaster now could be an awesome opportunity." "Buy Cheap when the big funds and others are giving it away"
All the Best,
Individual investor focused upon a limited number of diversified stocks. Seeks stocks selling below fair value; favors dividend growth. Advocates fundamental investment analysis, supplemented by the technical charts. Options strategies primarily employed to generate additional income or hedge risk.
I am an independent trader. I have been trading my own money for over 20 years.
I am focused on finding growth stocks that are priced like value stocks or stocks that are misunderstood or under followed. Generally, I buy stocks where I feel like my chances of losing money are low, but still offer the possibility of large gains. This almost always leads me to small and microcap cap stocks.
I joined Seeking Alpha to share some of my ideas with others. I hope they are profitable.
Please do your own due diligence and do not blindly buy stocks on Seeking Alpha articles alone (including mine).
I retired as CEO of an Automotive Parts supplier, and manage an investment portfolio for myself and family. I have a BA in History from Royal Military College of Canada and an MBA from the University of Western Ontario. My first career was as a fighter pilot in the RCAF, and, following my MBA I joined McKinsey & Company, Inc. leaving them for Canadian GE. I left CGE as a Vice President in 1984 and founded The Enfield Corporation Limited ("Enfield") which grew from 243 employees in 1984 to over 10,000 in 1989 when Enfield was taken over and I was replaced as CEO. In 1989, I acquired control of Algonquin Mercantile Corporation, renamed Automodular Corporation in the late 1990's when I turned it to focus exclusively on automotive parts sub-assembly. Along the way, Algonquin turned a few ageing drug stores into Pharmx Rexall Drug Stores Ltd., sold to Katz group in 1997 and today a major Canadian drug store chain. I have been a private investor since 1971 both directly and through a private company controlled by myself and members of my family.
Elliott Gue knows energy. Since earning his bachelor’s and master’s degrees from the University of London, Elliott has dedicated himself to learning the ins and outs of this dynamic sector, scouring trade magazines, attending industry conferences, touring facilities and meeting with management teams.
For seven years, Elliott Gue shared his expertise and stock-picking abilities with individual investors through a highly regarded, energy-focused research publication. Elliott Gue’s knowledge of the sector and prescient investment calls prompted the official program of the 2008 G-8 Summit in Tokyo to call him “the world’s leading energy strategist.”
He has also appeared on CNBC and Bloomberg TV and has been quoted in a number of major publications, including Barron’s, Forbes and the Washington Post.
In October 2012, Elliott Gue launched the Energy & Income Advisor (www.EnergyandIncomeAdvisor.com), a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
The masthead may have changed, but subscribers can expect the same in-depth analysis and rational assessments of investment opportunities in the energy sector.
Retired from US Airways, Day Trading is a great, but with these markets Swing Trading is more to the norm and quite profitable.
Advocate for the Horizon House in Indianapolis. The Horizon House is the only Day Shelter for the homeless in the city and does wonderful work assisting people in need.