Steve Birenberg is founder and President of Northlake Capital Management, LLC. Northlake specializes in managing portfolios for high net worth individuals using a unique strategy combining monthly ETF rotation based on major market themes supplemented by carefully selected media and telecom stocks. Steve has been managing money since 1982 and following media and telecom since 1990. For the past five years, Steve has been a contributor to RealMoney.com, the professional service of theStreet.com, where he provides commentary on media and telecom stocks. Steve is author of "Dow of Steve" for subscribers of SNL Kagan. Dow of Steve provides commentary on media and communications news from a Wall Street perspective. Steve earned his CFA in 1986 and taught at the Study Seminar for Financial Analyst from 1986 through 1992. Steve grew up in Rochester, NY and graduated from Miami of Ohio in 1982 with a Bachelor of Science in Business Administration.
James Altucher was the managing director of Formula Capital, an asset management firm and fund of hedge funds. He's written five books on investing: Trade Like a Hedge Fund, Trade Like Warren Buffett, SuperCash, The Forever Portfolio, and his latest book, The Choose Yourself Guide To Wealth. He currently writes at Jamesaltucher.com and has released a newsletter, The Altucher Report.
Mr. Altucher is the founder of Stockpickr.com, a social network for finance that had millions of unique visitors per month when it was sold to TheStreet.com in 2007. He has written over 200 columns for The Financial Times and has written for TheStreet.com, Forbes, Yahoo Finance, Fidelity.com, and other publications. He was also the founder of a web services firm, Reset Inc, which he sold in 1998, at which time he became a partner at VC firm, 212 Ventures/Investcorp. Mr. Altucher regularly appears on CNBC, Fox News, Fox Business, and CNN Radio, and is also in his spare time a nationally ranked chess master. Mr. Altucher received his BA at Cornell University and attended graduate school for computer science at Carnegie Mellon University.
You can follow him on twitter @jaltucher.
Mr. Muller received a BA in Business with emphasis in finance from Rhodes College. He is also a graduate of Kimball Union Academy, a New England Preparatory School in Meriden, NH.
Mr. Muller is currently a candidate for the CFA designation. His work experience includes the banking industry and Mortgage Trading. He tends to follow a value/ growth at reasonable price strategy and spends time creating valuation models in MS Excel.
Additionally, he tries to incorporate investor psychology and behavioral finance to explain deviations of stock prices from their intrinsic value.
Visit: Financial Alchemist (http://financial-alchemist.blogspot.com/)
My name is Mark B. Spiegel and I'm the Managing Member of Stanphyl Capital Management LLC. I can be reached at: mark (at) stanphylcap (dot) com. My Twitter feed is @markbspiegel
J. Stephen Castellano founded the investment research and strategy consulting firm Ascendere Associates in 2009, building upon a diversified 20-year career in sell side and buy side equity research. His roles included coverage of the steel industry at PaineWebber and telecom services at Warburg Dillon Read (the predecessors to UBS), where he worked closely with institutional sales people, traders and investment bankers. In addition, he provided analytical support for numerous independent valuation, consulting and investment banking studies, including for mergers, secondary offerings and IPOs.
Atticvs (a pseudonym), has been an active stock market investor since 1980. For the past 10 years he has been managing portfolios full-time for himself as well as for family and a small group of friends. His investment returns have been substantially higher than the overall market averages. He is a strong advocate of fundamental analysis and discounted valuations allied to a clear understanding of current and future economic/business trends and stock market drivers. During a period of 25 years prior to managing investments full-time, he held senior finance, funding and mergers & acquisitions positions with NYSE, Nasdaq and private companies with operations in Europe, Asia, the Middle East, as well as in the USA and spent extensive time working and/or living in each of these regions.
My name is Andrew Jarmon and I'm a consultant in Los Angeles. I am a long term investor that waits for very specific opportunities to arise for the 3+ year timeframe. I also really enjoy trying to spot bubbles and market inefficiencies.
Questions or comments? E-mail me at: firstname.lastname@example.org
TLassen is a 50-something private investor, despite being licensed for securities trading and portfolio management in Canada, has found himself in the Manufacturing environment for the last 30 years. His career has been spent predominantly in the aerospace industry and he is currently responsible for maintaining compliance to AS and ISO standards for a midsized company in Montreal.
His investment methodology is based on the concepts of economic added value. In plain English, investment returns have to be measured against investment costs. He uses fundamental analysis at the company level to identify best of breed companies and combined with the principles of economic added value, selects companies for long term investments.
The subtle point of Warren Buffet's statement, 'it is better to find a great company at a fair value, than a fair company at a great value' is often missed by investors who attempt to find undervalued companies regardless of their financial health. He belongs to the Buy and Hold camp, but has learned over the years to be flexible by taking profits off the table occasionally.
TLassen maintains 2 portfolios whose principal objectives are to generate reliable and consistent income while protecting investment capital through diversification. This income may come from stock or mutual fund dividends, interest from bonds and money market investments. Other forms of positive cash flow may be capital gains from sales of equities or from exchange of foreign currencies.
In other words diversify, diversify, and diversify some more, between and within the asset classes
TLassen's investment strategy is based on diversifying investment capital into three distinct asset classes:
Non-fixed Investment Securities: Dividend paying stocks, mainly aristocrats and achievers. Income yielding ETF's, Index Funds, Closed End Funds, Bond Funds, REIT's, Income Trust Funds, Preferred Shares.
Fixed Income Securities: Real Bonds (not bond funds) Bank Certificates and Treasury Notes
Capital Gains securities: Non-dividend paying stocks or ETF's or index funds, Gold, Commodities, Foreign Currencies.
Investment goal is to increase Investment Capital by 5% annually. Returns are never measured against, or bench-marked to the S&P Index.
Investment returns are measured against the initial investment capital, not market value of securities.
Graduated the University of Washington with a BA in International Studies (focus on Russia & Central Asia) and a minor in Russian. Studied abroad and travelled throughout Russia and Central Asia. Worked as the Chief of Financial Services in a smaller establishment in the midwest the past 4 years and now currently back in grad school for a Master's in Cost Analysis...
Married 30 Years, Yes to the same lady.
2 daughters, 26 and 24..... Now you know why I'm broke
Love Golf and Fly Fishing
Favorite sports team: San Diego Chargers
Retired after 34 years of service with a major telecommunications company
Wildeweasel is my favorite poster on SA.
I went to cash in November 2007 and have been actively trading my own account since October of 2008. (The fall of Lehman Brothers.)
"Trading for a Living" by Dr. Elder inspired me to learn how to trade profitably.
As a result, I have developed a set of trading rules for myself. One of my hard and fast rules is to never to trade a security with volume under 1 million shares average per day.
David Fry writes a subscription newsletter focused on technical analysis of exchange-traded funds, called ETF Digest (www.etfdigest.com). Dave founded the ETF Digest in 2001 and was among the very first to see the need for a publication that provided individual investors with information and actionable advice on global ETF investing.
We particularly like the overview of financial markets that his work provides. Even if you're not a fan of chart analysis, Dave provides insight and commentary into which global markets are "working" and why.
Specializing as a market strategist and tactician, Fry focuses on evaluating, creating and implementing a variety of ETF portfolios for individual investors and financial professionals. His philosophy and approach incorporates fundamental with technical analysis in pursuit of risk management and capital preservation especially during uncertain and volatile times.
His new eBook, The Best ETFs: U.S. Equities,is now available on Amazon Kindle. Written as a cheat sheet to only the best ETFs for you or your client’s portfolios. For those that don't have a Kindle, you can purchase the pdf here: The Best ETFs: US Equities [https://gumroad.com/l/The%20Best%20ETFs]
Philstockworld.com is the fastest growing stock and option newsletter on the Web. "High Finance for Real People - Fun and Profits" is our motto and our Basic and Premium Chat Sessions offer readers a chance to speak to Phil live during the trading day as well as authors like Optrader, Sabrient, Income Trader and Trend Trader - who send out Alerts during the market sessions and discuss trade ideas live with Members.
We even have a new low-cost "Trend Watcher" Membership that lets readers view our chat sessions without directly participating a great solution for people who want to test-drive the site and profit from our experience! Trend Watchers get to view all of our Chat Archives, weekly Webinars - as well as the amazing PSW Wiki, which gives you Phil's recent opinions and trade ideas as well as technical and fundamental analysis of hundreds of stocks that we follow.
Philip R. Davis is a founder of Phil's Stock World (www.philstockworld.com), a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders. Mr. Davis is a serial entrepreneur, having founded software company Accu-Title, a real estate title insurance software solution, and is also the President of the Delphi Consulting Corp., an M&A consulting firm that helps large and small companies obtain funding and close deals. He was also the founder of Accu-Search, a property data corporation that was sold to DataTrace in 2004 and Personality Plus, a precursor to eHarmony.com. Phil was a former editor of a UMass/Amherst humor magazine and it shows in his writing -- which is filled with colorful commentary along with very specific ideas on stock option purchases (Phil rarely holds actual stocks).
Visit: Phil's Stock World (www.philstockworld.com)
The Applied Finance Group (AFG) helps investment advisors, institutional investment, consulting, corporate firms globally in accurately measuring corporate performance and identifying mispriced equities. AFG developed its proprietary framework, Economic Margin, to correct distortions created by traditional accounting-based analysis.
The Economic Margin Framework is more than just a performance metric, as it encompasses a valuation system that explicitly addresses the four main value drivers of enterprise value: profitability, competition, growth, and cost of capital. Unlike traditional valuation approaches that utilize highly sensitive perpetuity assumptions, AFG’s approach incorporates company specific competitive advantage periods which identify companies that may lose excess returns over time faster than their competitors.
Author has a degree in Engineering and is an avid investor in the market. Experience in industrial materials and structures. In college studied atomic & nuclear physics as well as material engineering.
I've taught thousands of people from all over the world the FOUS4 stock trading strategy. Some that i have mastered for nearly a decade. I live and breath the stock market. Its my goal to teach you to create your own success like i have for myself. I Created a trading system call thed FOUS4. I sell a training package as well as teach in real time @ my website FOUSALERTS.com
SoundView conducts research and analysis on emerging technologies and companies for investors. The director of research, Kris Tuttle, has over 32 years of hands-on work in technology, business and markets. Early in his career Kris was an AI researcher at Carnegie Mellon University and spent 8 years with IBM developing and implementing new "bleeding edge" technologies in multiple industries.
Later he obtained an MBA in finance and moved into institutional sales at UBS and then equity research at SoundView Technology Group where he eventually came to run research there before being acquired by Charles Schwab in 2003. While at SoundView his name was closely associated with companies like Atria Software, Rational Software, BEA Systems, Business Objects, and Netscape and he was recognized by institutional investors as the "most informed, independent and money-making analyst in the market."
Kris founded his own firm in April of 2005 and acquired the SoundView trademarks in 2011 under which the the firm now operates. Parts of the predecessor brand "Research 2.0" are still found online.
Hao Jin is a Chartered Financial Analyst (CFA) Charterholder, Certified Management Accountant (CMA), and currently works as an IT professional for a media brokerage firm in Wall Street area, doing data mining, data warehouse and analytic reports. He graduated from SUNY Stony Brook’s Harriman School for Management and Policy in 1993.
Having spent a fair amount of time in the international telecom market, I have developed a taste for Emerging Markets.
My interests tend to be focussed on telecoms, energy & commodity stocks (mostly ADRs) & country sector ETFs
The Prudent Investor blog is written by Toni Straka. Straka, who is 45, resides in Vienna, Austria. Straka is an independent certified financial analyst (OeVFA, EFFAS) who worked as a financial journalist for 15+ years and now evaluates global market trends.
The Prudent Investor' believes we are in an era of global redistribution of wealth in which the US-European centric approach does not work much longer. "Five billion people in the developing countries will demand their fair share of the world's resources," he writes. When not blogging, the Prudent Investor enjoys taking long trips to "far off" destinations. Visit his site: http://prudentinvestor.blogspot.com/
Andrew Mickey is the Chief Investment Strategist of Q1 Publishing (http://www.q1publishing.com/). He has quickly emerged one of the world’s leading publishers of investment ideas and recommendations. Never one to get caught up in the herd, he has made his mark finding investment opportunities long before the rest of the pack catches on. Andrew, a contrarian to the core, has made extremely successful calls on coal, gold, silver, oil, potash, and technology stocks resulting in triple-digit gains for his readers. He is best known for urging investors to get out of ethanol stocks and buy fertilizer stocks during the height of the ethanol boom in July of 2006. His expertise and investing acumen his highly sought after. He currently sits on the advisory boards of two venture capital firms that have jointly controlled almost half a billion dollars in assets. Contact Andrew at amickey[at]q1publishing[dot]com.
Chad Brand is the founder and President of Peridot Capital Management LLC, a money management firm that provides investment management services to individuals and their families. Chad also publishes a blog which has been named one of the best investment-related blogs by many industry sources including Forbes, Capital Magazine, 24/7 Wall Street, and Daily Reckoning.
Taesik Yoon is a Senior Analyst and the Associate Editor of the Forbes Special Situation Survey and Forbes Growth Investor investment newsletters. His stock selections have helped the Special Situation Survey rank as one of the best performing investment newsletters over a five- and three-year period according to the independent newsletter ranking service Hulbert Financial Digest.
In addition, Taesik has written original articles for the Personal Finance section of Forbes.com and is a current contributor to the Great Speculations blog found on the site.
He graduated with a B.S. degree in Marketing and International Business from the Stern School of Business at New York University and holds the Chartered Financial Analyst designation.
Ned W. Brines, CFA, is the Founder and Chief Investment Officer of Montelena Asset Management, LLC, a California based investment advisor. Prior to founding MAM, Mr. Brines served from 2001-2008 as the portfolio manager of the Provident Investment Counsel small cap fund. From 1994-2001 Mr. Brines served as a portfolio manager and analyst at Roger Engemann & Associates. Prior to completing his MBA at the University of Southern California, Mr. Brines spent six years as an investment banker focused on mergers and acquisitions and corporate restructuring. Mr. Brines has also achieved the Chartered Financial Analyst designation, is a member of the Beta Gamma Sigma national honor society, and serves on various non-profit boards and organizations.
Antonio Ferreira is a senior partner and managing director of 'Interfinance s.a., International Financial Advisors' (http://www.interfinance.org), an independent company that since 1984 has been providing banks, large corporate entities and institutional investors with intelligence, analysis and forecasts on all the major asset classes (currencies, stock markets, fixed income, money markets, gold and oil). Interfinance (http://www.interfinance.org) provides constantly updated analysis and forecasts for 29 key financial instruments that cover the bulk of the world's capital stock and market transactions for separate time horizons ranging from the short-term to the long-term. The author contributes occasional papers on topical matters for investors and market participants.
John Femino is an investment management professional who has covered small cap stocks for AIM Investments and SmicroCaps Inc. Mr. Femino also has experience in the alternative energy sector via his work at Chicago Advisory Group. Previously he was a senior analyst at Economic Analysis Group, Ltd.
Mr. Femino earned a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia. John earned an MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He is a CFA charterholder.
Tom Shohfi is a financial economics graduate research and teaching assistant at the Joseph M. Katz Graduate School of Business at the University of Pittsburgh. Before his current role, he was a co-founder of SmicroCaps, Inc. and a senior analyst focused on the technology, media and telecom (TMT) sector . In 2001, he co-founded Empowering Media, an IT services firm with hundreds of SMB clients. Later, he was an integral leader in developing the software and infrastructure behind the growth of Did-It Search Marketing, a member of Deloitte's 2007 Technology Fast 500. Prior to founding SmicroCaps, Tom worked as a summer Research Associate in the enterprise software group at Banc of America Securities. In addition to his work with SmicroCaps, Tom also served as an assistant adjunct professor for the undergraduate Applied Investment Management class at UNC Kenan-Flagler Business School. Mr. Shohfi was a Dean's scholar at New York University and earned a BA in computer science and mathematics from that institution. He also earned his MBA from Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and holds the Chartered Financial Analyst designation.