Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
I'm a cartoonist, illustrator, writer and editor. I have been a freelance editorial cartoonist and opinion columnist for the Palm Beach Daily News for 25 years and contribute to marketing and communications campaigns in a variety of industries, often interacting directly with upper management and corporate boards. As a publications designer, I have been a design editor and art director for American Media, Inc. and launch and redesign magazines under contract. As such, I launched ValueRich magazine, a publication for the small-cap investment community and served as Editor in Chief for four years. I was intimately involved when the publishing, graphics and printing industries were among the first to be storm-tossed by digital disruption in the 1980s, and I have been an avid observer of the phenomenon as it continues to occur in sector after sector. This is a particular area of focus in my commentary. You can check out my work and my current book Billionaires and Butterfly Ballots, A 20-Year Palm Beach ‘Cartoonspective’ at www.palmbeachcartoons.com
I share my experiences (good and bad) in trading stocks and results of thousands of trading simulations in my books. My primary book is Complete The Art of Investing (http://www.amazon.com/dp/B01AASN2GA).
My blog is http://tonyp4idea.blogspot.com.
Retired early from IT and work full-time in investing. Develop strategies to trade. It is my passion to check out why some strategies work and why some only work in certain market conditions.
Chuck Jones’ career has spanned twelve years as an equity analyst, sixteen years in various roles at IBM and most recently as a Wealth Strategist with Northern Trust.
At Northern Trust he developed and implemented a go-to-market strategy to introduce Investment Management and Trust Services to Technology Executives and Private Equity Partners. Utilizing a wide range of contacts in the Technology, Life Sciences and VC worlds he was able to determine the financial goals and objectives of individuals and families. He then brought in key partners to develop unique strategies to fulfill them.
At Atlantic Trust Private Wealth Management he was one of two analysts that determined the technology holdings with ... More hardware, software, services and Internet companies being his primary focus. Utilizing extensive financial modeling, meetings with company C-level management and industry contacts and his knowledge of IT and the financial markets he beat key industry benchmarks six consecutive years. He also was very visible with regular appearances on CNBC, Bloomberg television and radio and multiple publications.
Before joining Atlantic Trust in 2001, Chuck was the lead analyst for the Internet Security Software segment for Smith Barney. He authored the most comprehensive industry report “Internet Security Software: The Ultimate Internet Infrastructure” and an innovative analysis of deferred revenue “Breaking the Code on Deferred Revenue”. His first entree to the financial community was at Salomon Brothers following the Enterprise Server Hardware companies such as IBM, Hewlett-Packard and Sun Microsystems.
Prior to becoming an equity analyst Chuck spent sixteen years at IBM where he held a variety of sales and manufacturing positions. He qualified for ten consecutive 100% clubs with multiple sales awards including a President’s award. He worked on multi-year sales and implementation projects for solutions that encompassed thousands of end-user systems to mainframes, application and system software, services and financing. His initial jobs at IBM involved interfacing between manufacturing and sales to project demand for storage systems and determining production schedules.
Chuck has a B.S. in Industrial Engineering from Stanford University and a Postgraduate Diploma in Economics from the University of Sussex, England, while on a Rotary International Fellowship Scholarship.
I have worked in the financial service industry for 40 years. My area of expertise is risk management and complex financial products. I have been a frequent speaker, on behalf of many financial firms, to financial professionals across the country.
I have extensive experience in statistics and actuarial science.
Full-time investor. Formerly buy-side credit analyst (2yrs) covering Japanese + Asian companies. Before that, I was a cross asset derivatives salesperson at a large bulge-bracket firm, based in Tokyo (4yrs). I use Seeking Alpha to clarify and synthesize my investment thought process and to elicit feedback on my theses; additionally I like to connect with other investors and swap ideas.
You can read my finance-related blog at rapercapital.com (less organized than Seeking Alpha writeups, more my random musings on various finance-related topics).
Going forward I will try to tweet my investment-related thoughts/updates to articles/etc. You can follow me on Twitter, my handle is @puppyeh1
Always looking for new ideas across the board. Happy to exchange ideas/share thoughts/swap notes, feel free to private message me. I currently live in Singapore.
I share my portfolio, trades, and reasoning in real time with readers at my website: http://WisdomsReward.com (specifically look for the tab that says Value Focus)
My name is Chris McKinney. Wisdom's Reward is the name of a Christian investing website I started. My faith in Jesus Christ factors into my investing in various ways. The name "Wisdom's Reward" was suggested by a friend and comes from the fact that I started on the whole venture by studying Ecclesiastes and Proverbs (both are books of Wisdom) regarding what they had to say specifically about investing and finances, as well as other principles that could be applied to investing. In fact, there is a detailed report about that study available at my site.
My background: I used to work in the investment management industry, as a buy side Equity Trader, a Research Analyst, then a Senior Research Analyst in the Wealth Management group of a large commercial bank. Later, I worked as a Senior Investment Risk Analyst for an insurance company, as part of a team charged with managing that company's $60 billion portfolio. I had a great career going. Then my personal life got out of control, before I finally decided to surrender everything to a loving savior. He rescued me from myself, and my life is better today than I could have ever imagined it being. You can read more about that on my website.
My investment philosophy: Human beings cannot see the future, so we have to think in terms of probabilities, not certainties. Then we must examine the potential rewards under different scenarios to decide if something is attractively priced. It's easy to forget that we cannot see the future clearly. The more we study a particular topic, the more we can become convinced of a specific outcome. However, neither the future nor the market knows or cares how much study we put into something. We can increase our chances of getting things right. But, if we're wrong, the high probabilities we assigned to a certain scenario won't matter. All that will matter is what actually happened. So, risk management is incredibly important.
I've had lots of formal training and study. I believe the Mr. Market analogy used by Graham and Buffett to be the most important secular material I've ever read in regard to investments. Reading about cognitive biases and other mental errors, and then using that knowledge to guard against those things is also very important. Behavioral finance is probably the most useful area of study produced by scholars.
I've been contributing to SA since 2011, with a break to join the PRO editorial team from 2013-2015. I got my Series 7 and 63 back in 2000, and watched the dot-com bubble peak and then burst in real time at a small, tech-focused retail brokerage in NYC.
Mr. Berger is the creator and developer of the YDP screening tool, a chart system and its analysis for screening and monitoring dividend income equity investments. The recipient of Seeking Alpha's Outstanding Performance Award, he also has been Seeking Alpha's #3 ranked Author for Income Investing Strategy & #4 for Utilities.
20 years of sitting in the board room gives me unique insights into Oil & Gas investments and corporate deal making in general. Additionally, he offers a Premium Research subscription service for boosting income while reducing market risk using covered option writing on a dividend income equity portfolio.
Residing in Brazil gives me a local's inside view on the pulse of its economy, politics, investment climate and breaking news. A view of my front yard is available here.
A former Chief Operating Officer, Director, Vice President and General Manger of Oil and Gas for Southern Pacific's Oil and Gas Operations, Business owner, geologist, and cribbage player, I've been an investor for over 48 years (started young at 13) and learned my lessons the way that makes them stick, by hard knocks and both big and little mistakes. Hopefully I can share some of those lessons with others.
I am an American expatriate that decided to retire at age 57 in 2009 and now live in Brazil. As an early retiree I invest for income and manage portfolio risk by screening for strong and reliable historic data along with favorable fundamental and technical current trends.
I spend 6 months/year living at home in Brazil and 6 months/year traveling the world. I have structured my financial positions so that I live virtually tax free with much of my income exempt from US tax since I live ex patriot and a lot of my US derived income over the annual ex-patriate exemptions is held in my tax free ROTH and tax deferred IRA/SIMPLE plans. This enables my tax savings to pay for my 6 months of annual traveling :) .
My investing is for income and appreciation with a balance of low to moderate short term risk and low long term risk. To accomplish this I use quality dividend payors with a long track record of steady or increasing dividends along with slowly appreciating equity prices. I target a 6 to 9 % yield and almost exclusively require a minimum history of 5 years of steady/increasing dividends and no decreases in dividend ever or at least past 10 years. I diversify through sector, country and currency unit the stocks are traded in, and security type (equity, royalty trust, REIT, mlp, etf, and ADRs).
I use covered call writing to enhance my portfolio yield with no added risk. In fact, it lowers the risk substantially. Once I identify a stock I want to own and an entry price for it, I write cash covered puts at or below that entry price (with a minimum of 1%/month time premium. Thus i obtain at least a 12% annualized yield before compounding just from the option premium.
Likewise, I use the sale of cash covered puts to generate income and and generally get an entry point at 5 to 10% below my acceptable entry level price if/when the put stock does get presented. Thus my strategy provides a 12% pre compound yield on cash and entry into stock purchases at a 5 to 10% discount from "retail".
Because I only select stocks that I am willing to hold long term for their reliable dividend yields of > 6%, I am not concerned much with market volatility or short/midterm risk. Indeed, market volatility is my friend since it increases the premiums paid on the options I sell. I also selectively sell covered calls on positions I hold long so as to add to my yield that way while not taking on any additional risk.
This strategy has kept me happily living off my portfolio income and traveling 1/2 the year while my portfolio has been slowly increasing in value even after my harvesting income for living expenses. Of course my income will incrementally increase when social security kicks in for me in a few more years and I may then slightly mofidy my goals and strategies.
Readers can get an e-mail once a day from Seeking Alpha that lists all newly published articles of ALL the authors they follow in a single e-mail. To get these updates:
- a - Click "Alerts" along the top menu tab (just left of the green PRO tab)
- b - Scroll all the way down, and check the box for "author alerts" (2nd box from the bottom)
- c - Then you'll be notified by Seeking Alpha once per day of new articles by all authors you follow (in a single e-mail)
I'm an individual investor who has been investing for over 20 years. I am semi-retired and focused on creating a portfolio that will return enough to meet my needs with as little risk as possible.
In cyberspace, I am best known as MackTheKnife, the winner of the Zacks $100,000 Challenge 2007. In meatspace, I am best known as J.J. McGrath, an editor and writer based in New York. You can follow me @JJMcGrath3000 on Twitter, as JJMcGrath on StockTwits and as J.J. McGrath on Google+.
Investor since a decade, who invests cent percent of investment capital into equities and does his own research to chose long term winners, who will also be a decent bet for the medium term.
I manage the following, where you can follow me and interact at (free forever):
i. A Facebook page which conveys relevant business news, market information, views and insights ( facebook.com/WallStreetGuru )
ii. A Twitter handle where I share my picks, offer 'blatant' view on market events and answer questions: @ABraveBull
iii. A blog that I write on significant market events (http://www.sunnygoklani.com/brave-bull-updates).
I believe knowledge is cumulative and everyone has a unique contribution to make. We all collectively make this world a better place to co-exist.
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
Former broker, now an independent analyst/writer on Seeking Alpha and founder and editor of the Growth Stock Forum. Focusing on small-cap, mid-cap and biotech stocks. Looking for substantial sales and earnings growth potential and seeking the best risk-adjusted returns from my stock selection. Taking advantage of medium to long-term momentum.
My articles represent my personal opinion and analysis and should not be regarded as investment advice in any way. Readers and subscribers should do their own due diligence and/or consult their financial advisor before making decisions to buy or sell securities. Trading and investing include risks, including loss of principal.
Exclusive research: http://seekingalpha.com/author/oneil-trader/research
15 years of personal and professional investing experience, manage family funds through various individual and retirement accounts. I've worked in retail brokerage for major sell-side firms, trained customer service reps and sold market data and electronic trading software for one of the industry leaders, and have several years of experience working with a leading, independent financial newsletter writer. Passed series 3, 7, 63/65 and CFA Level II candidate.
Veteran options-oriented value investor.
Options can make you a riskier speculator - or they can make you a better value investor, a better dividend growth investor, or a better high yield income investor
Incorporating customized and conservative value-oriented option strategies can significantly improve your performance while also helping you overcome the biggest drawbacks to value investing (rare bargain opportunities on truly world class businesses), dividend growth investing (takes too long), and current high yield income (high risk).
For the last 7+ years, via the Great Option Trading Strategies website, I've been publicly advocating and teaching a customized options-oriented approach to acquiring ownership stakes in exceptional businesses at exceptional prices and to generate high yield income from low risk stocks.
True investing works . . . and smart, conservative, customized option trades designed to systematically reduce risk and perpetually lower the cost basis on the long term investor's portfolio makes it work better and faster.
I started reading attending courses and reading about the stock market in 1998. Actually went in Dec 2007. Lost all my money by April 2008. This is because I did not know about a. money management b. risk management c. how to protect my positions in case the trade went against me.
Did more research on these topics. Went in again December 2010. Making money now.
Publisher of options newsletter TerrysTips.com since 2001.. Thirty years experience trading options virtually every day. including stint as seat holder and market maker on the C.B.O.E. MBA from Harvard Business School and DBA from Univ. of Virginia Darden School. Author of Making 36%: Duffer's Guide to Breaking Par in the Market Every Year, In Good Years and Bad (4th revision - 2012) and Coffee Can Investing: A Better Idea Than Mutual Funds in an IRA or 401(K), 2014.
TerrysTips.com is a newsletter that carries out eight different option portfolios which many subscribers mirror on their own or through auto-trade at several brokers who make all the same trades in individual customer accounts. Each portfolio offers something different (bullish, neutral, or bearish),and different underlyings (GOOG, SPY, SVXY, and other individual companies).
In 2005, the S.E.C. brought an action against Terry Allen, claiming that he was managing money for people without being a registered investment advisor because of the auto-trade service offered by several brokers who placed trades in their customer accounts based on Terry’s Tips newsletter recommendations. A second complaint was for a single statement on his website that they believed was incorrect and therefore fraudulent.
Although two large law firms assured Dr. Allen that if he went to court on the first issue, he would win because there was a Supreme Court decision stating that investment newsletters are exempt from registration requirements - it would be a violation of their First Amendment rights. However, they estimated that his legal expenses would be greater than settling with the S.E.C. (and a year or two of his time tied up in court proceedings), and both firms recommended that he accept the settlement offer while not admitting any guilt.
The second issue (fraud) involved a single statement that was true when it was written but a couple of years later, option prices fell to 10-year lows, and it was no longer true. The S.E.C. argued that the statement was not removed from the website in a timely enough fashion.
For the past eight years since the settlement with the S.E.C., Dr. Allen has have been publishing the Terry’s Tips newsletter (and recommendations are executed in customer accounts at thinkorswim by TD Ameritrade through their Auto-Trade program), and the S.E.C. has not objected to any of his activities.
Old enough to know better, young enough to want to play the game.
Conservative investor who has garden and compost heap and grows enough turnips to survive a long hard winter......
The party has to end and when it does, those who lost great portion of assets in the '80s crash know how to survive the next one.
I am the investment manager for Darkravenwind LLC, a small software development consulting firm. 20% of our pre-tax revenue is my responsibility to invest and grow. I also help moderate the "Value Investing" group on Facebook. My hobbies include fighting the Fed, martial arts, and old video games.
I have been using value investing techniques as first described by Benjamin Graham since approximately 2006. I was wasting my life up to that point. My specialty, over and above corporate valuation, is analyzing people. Human behavior is remarkably consistent and can lead to huge gains when you understand what motivates them.
In my own portfolio I have a diversified income focus with a preference for long term earnings and dividend growth. When a good opportunity comes along, I'll focus a large percentage of assets into that single holding. I'm also maintaining an income portfolio with a little over 180 high yielding companies as a bit of an experiment.
I have been mostly self taught, but I am also working on obtaining a finance degree. Quadrupled my money in the 2008 crash, by 2012 my total portfolio was over 50,000% higher than when I had first started.
I was a previous employee at Countrywide Financial Corp., and was present during the mortgage meltdown. I saw firsthand how the company was falling apart from the inside while management continued to believe the organization could be rescued. I have made bond analysis and studying the effects of inflation an additional specialty of mine.
Market direction is irrelevant. I look for value. Profitable companies that are low or even fairly priced, so long as the results are dependable. Intrinsic value is subjective, but earnings power matters. The current dividend yield, and the number of competitors are strong factors in my decisions. I am absolutely fearless of the future and do not make political views a part of my investment process.
I additionally make frequent updates to a blog maintainted at WhoTrades called "Brand Power", you can read and subscribe to it at bandpower.whotrades.com. Live trading data on my purchases should be available at some point in the near future.
Trader, investor, researcher, writer.
I am also on a mission to promote sound money, sound credit and free market capitalism, and to campaign against an active Federal Reserve, a cartel that should return to a passive Lender of Last Resort.
Kim Klaiman is a full time options trader and founder of SteadyOptions.com. He trades mostly non-directional strategies, like pre-earnings strangles and iron condors. Likes to trade strategies with negative correlation. He lives in Toronto, Canada.
Visit the SteadyOptions.com forum. SteadyOptions offers a combination of a high quality education and actionable trade ideas using variety of Non-Directional option trading strategies for Steady and Consistent Profits.
Follow me on Twitter: https://twitter.com/SteadyOptions_
SteadyOptions performance: https://steadyoptions.com/performance