First, the good stuff. Here's my portfolio ...
Consumer Discretionary: MCD, NKE, SBUX, TGT
Consumer Staples: COST, GIS, KHC, KO, MO, PEP, PG, PM, RAI, WBA
Energy: CVX, KMI, XOM
Health: ABBV, AMGN, GILD, JNJ, MCK
Industrial: BA, DE, EMR, LMT, MMM
REITs: HCN, NNN, O, OHI, VTR
Technology: AAPL, MSFT, QCOM
Telecom: BCE, T, TU, VZ
Utilities: AVA, D, SCG, SO, WEC
ALSO: small stakes in 23 additional companies held in the Dividend Growth 50 portfolio (http://seekingalpha.com/article/2764265-its-new-its-nifty-its-the-dividend-growth-50): ADP, AFL, BAX, BDX, CAT, CL, CLX, COP, GE, GPC, HCP, HSY, IBM, KMB, MKC, NEE, SHPG, SJM, UTX, V, WFC, WMT.
Now, a little about me:
I am a 50-something former sportswriter who was sent on a permanent vacation during the Great Recession. That sucked, but my story is not a sad one. Unlike many folks who lost their jobs, I am not in financial distress, I am not depressed and I am not bored.
My wife is a pediatric nurse with a bullet-proof job and decent benefits. So after supporting her and our two kids (now grown) for most of three decades, the least she can do is support my semi-retired keister!
Because of Roberta's job situation, because we have zero debt (not even mortgage debt), because we no longer have any dependents and because we have been pretty diligent savers over the years, we are comfortable (though nowhere near rich).
Although we hold some funds, bonds and cash, my investing philosophy leans heavily toward Dividend Growth Investing. By early next decade, we want to live entirely off of our income stream, Social Security and pension payments - and therefore will not have to spend down the principal one iota. To accomplish this, we invest mostly in blue-chip companies with long track records of growing dividends. As of mid-2016, we are well ahead of pace to reach our goal.
When not researching investments and writing for Seeking Alpha and other Web sites, I coach middle-school girls basketball at Metrolina Regional Scholars Academy, the top charter school in the Charlotte metro area; in March 2016, we won the first conference championship in school history! I also umpire youth baseball and referee youth basketball.
My wife and I dote on our 5-year-old pup, Simmie, and keep up on the doings of our now-grown kids, Katie and Ben. And we love to cheer on the basketball team of our alma mater, Marquette University, where we both majored in Journalism. Go Warriors! Also big fans of the Carolina Panthers.
I still occasionally post to the blog I initiated in 2007 -- lots of sports stuff, some politics, some personal junk -- at www.TheBaldestTruth.com.
The Insiders Forum is brought to you by Bret Jensen, one of SeekingAlpha's most followed contributors and author of The Biotech Forum which is is the second most subscribed to service of the over 60 available via the MarketPlace.
Insiders Forum will be strictly focused on small and mid-cap stocks that insiders are buying. Some studies have shown that equities with heavy insider purchases outperform the overall market over time. The Insiders Forum will consist of my 15 top small and mid-sized stocks in different sectors of the market that are not only are attractively valued but have had some significant insider purchases in recent months.
We will build out an optimized 15 stock portfolio one stock at a time and track performance using a hypothetical $150,000 portfolio. The Insider Forum will feature bi-weekly portfolio updates as well as least one exclusive article a week on stocks with recent insider buying. Deep and exclusive analysis will be provided on all new additions to the portfolio. Our goal will be to outperform the Russell 2000 over time and the Insiders Forum's portfolio will be benchmarked against.
Our goal is to outperform the Russell 2000 over time as well as to be a sounding board for new investments in attractively priced equities where insiders are stepping up to the plate.
I have been helping startups and investors understand the value of emergent business models in the technology, media, and telecommunications industries. In my own personal portfolio, I have been looking for income opportunities and companies with deep value and strong growth potential whose value propositions are misunderstood by the broader market. I do this by an in-depth study of the markets where these companies operate, marrying that to traditional securities analysis to uncover hidden value and under-appreciated growth.
The author is a former hedge fund trader now working as an Independent Trader, Consultant and author of the Panick Value Research Report. The Panick Report is a newsletter and alert service focused on undervalued high yield preferred stock issues and some undervalued micro cap equities. Sign up in the Dividends section of the Seeking Alpha Marketplace to receive exclusive subscriber articles, daily sector updates, advance drafts of public articles and more. Email firstname.lastname@example.org for more information. See also my Panick Value Research Report Facebook site for tips on upcoming articles.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
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
Dudley Pierce Baker is the founder and editor of CommonStockWarrants.com, providing an exclusive database of all trading stock warrants.
In March 2005, Dudley founded the popular, PreciousMetalsWarrants.com and in May 2013 greatly expanded that service by now covering all stock warrants trading (U.S. and Canada) in all industries and sectors.
Dudley's education is in accounting graduating from St. Mary's University in San Antonio, TX and he has over 40 years experience of investing in stocks, options, futures, and of course warrants.
Dudley has presented workshops at investment conferences in Vancouver, Toronto, New York and San Francisco and has appeared on BNN TV talking about stock warrants.
Dudley also has other websites which provide either services or content for readers and investors:
Dudley has lived in Ajijic-Chapala, Mexico since 1999 and finds living outside the United States provides a different perspective on investments.
Thanks for dropping by,
F.A.S.T. Graphs™ is a powerful research tool providing “essential fundamentals at a glance” on over 17,000 symbols. F.A.S.T. Graphs™ empowers the user to research stocks deeper and faster by allowing them to exploit the undeniable relationship and functional correlation between long-term earnings growth and market price. Warren Buffett, the greatest capital allocator of all time, said; “there are only two things that investor needs to know; how to value a company and how to think about stock prices.” With the F.A.S.T. Graphs™ at their disposal, users are able to perform both of these critical tasks… FAST. F.A.S.T. is an acronym for Fundamentals Analyzer Software Tool that takes all the hours of manual graphing of business fundamentals and reduces it to seconds, giving you critical information in an instant. With one glance you know a lot about the business you are graphing and its past, present and future value. F.A.S.T. Graphs™ should be the first step in every research project. Each graph is worth 1,000 words in describing a company’s growth, consistency and valuation.
DividendInvestr is a start-up finance website focusing on dividend stocks, fund holdings, and investing gurus. The site is edited by Serkan Unal who has been in financial markets for more than 10 years. Serkan has an engineering degree with a strong quantitative background.
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry.
Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts for $20 per month. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015.
You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)
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.
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.
Brian Nelson is the President of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at email@example.com.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum
Saibus Research is an independent research firm that specializes in fundamental deep value research in public securities for fund managers and institutional investors. We don't sell reports, we sell expertise.
For real-time updates: @saibusresearch
Semi-retired consultant residing in beautiful northeast Georgia. Over 40 years of responsible experience in planning, finances and investment management. Primary focus is on portfolio development for retired (or nearly retired) individuals who do not possess great wealth. The Protected Principal Retirement portfolio seeks medium-high yield vehicles, including dividend stocks, REITs, energy MLP's, and Closed-End funds.
I have worked in market research at Proctor and Gamble, and as a systems analyst at AT &T. I have also worked in healthcare, and run a successful internet adventure in addition to being a known indie rock musician. I lost pretty much everything when my business burned 10 plus years ago (underinsured). Illness nearly took me just two years ago, but I am a survivor, and back 100%. During those lean ten years I day traded high risk high dividend stocks and managed to come out with enough to retire. Don't want to do that again. Time to invest for income.
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
David Zanoni is ranked in the top 1% of blogging analysts on Tipranks.com for performance and accuracy. He focuses on growth & momentum stocks that are reasonably priced and likely to outperform the market over the long-term. David is a graduate of Rutgers University with a B.S. in Management. He is an independent long term investor of quality stocks and uses options for strategy. David believes in the power of innovation, capitalism, and the characteristics of the American spirit: intellect, fortitude, and adaptability to lead our country and the world to growing prosperity. His wants to help make people money by investing in high-quality growth stocks.
Efsinvestment.com website offers simple do-it-yourself type of investment ideas. You can download excel files that can easily calculate the Fair Value of a stock, along with O-Metrix score and Margin of Safety.
Investment philosophy is to first determine the maximum loss, and invest accordingly. Like many value investors, we prefer to invest in stocks with the highest dividend yields, and highest EPS growth potentials. Telecommunication and energy stocks in emerging markets are among the favorites.
Seeking Alpha offers a great opportunity to become a part of a strong finance network. Based on extensive quantitative analysis, in any market, going short is risky. Statistical analysis shows that technical indicators work only if they are strong enough to convince the majority of the investors. Do not buy a stock at the top, do not sell a stock at the dip.
Richard is the managing principal of QVM Group LLC, a fee-based investment advisor based in Connecticut, with clients across the country. . QVM manages portfolios uniquely designed for each client on a flat fee basis through the client’s own accounts at Schwab; and provides investment coaching to "do-it-yourself" investors on an hourly fee basis. The investment approach is based on value, asset allocation, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and absolute and benchmark performance. Richard's extensive experience includes serving having served as a Board Director of Phoenix Investment Counsel, a U.S. pension and mutual funds manager, now Virtus Investment Partners (New York Stock Exchange: VRTS http://www.virtus.com); as Managing Director of Phoenix American Investment in London; and as a Board Director Aberdeen Asset Management PLC in Aberdeen Scotland (London Stock Exchange: ADN http://www.aberdeen-asset.com). He has been a Trustee of a $500 million pension fund, and was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree (NASDAQ: TREE http://www.lendingtree.com) prior to its IPO. He is a 1970 graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website. (http://www.qvmgroup.com). Follow him on Twitter: @QVMinvest
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.
Welcome to my author's site.
I hope you find my articles interesting and informative.
A man-with-a-plan, I am utilizing knowledge gained from my business degree 25+ years in the business world and a similar number of years of investing experience, to manage my investments.
I have created and maintain a stable and growing portfolio of individual US listed dividend growth stocks, over 30% of which are non-US based but headquartered in Canada, Great Briton, the Netherlands and Australia.
I believe that asset allocation is the primary decision an investor must make considering his objectives, time frame and risk tolerance. I am fully invested and 90% of that is in stock.
I believe that the small individual investor is often best served by low cost index funds. Stock picking, attempted market timing and frequent trading usually work to the disadvantage of the average small investor. However, you may define small as you like and nothing prevents any investor from emulating the market greats of our time such as Warren Buffett or Peter Lynch. Greater rewards can be obtained by buying and holding individual securities if one has background, the interest, the time and the disciplne to do so in an effective way.
There are many ways to make money in the stock and bond markets. My approach to is to take ownership positions in successful large cap companies and hold them a number of years. Dividend Growth Investing is a conservative approach which involves lower than average risks and higher than average rewards.
My writing experience began when I was a senior in high school. I was a local stringer for Maine's largest newspaper and covered school and amatuer sports. Concurrent with a successful career in the business world I wrote magazine articles, journal articles, short fiction, poetry and a devotional book.
A long time student of security markets I immensely enjoy the opportunity to write for Seeking Alpha, which is a very high quality well run organization with excellent editorial support. It is also possibly the best business forum on the internet and I am proud to be a part of it.
Most of my articles focus on several topics:
Income Portfolio Strategy
Canadian Banks and Telecoms
Best regards and good luck!
-- Bob J
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.
Whether you are a large or small firm, GeoInvesting will cater to your needs and create a sound process for corporate diligence. Our specialty is Portfolio Protection – in fact, every aspect of what we do boils down to various ways that your M&A process or investment portfolio can be safeguarded against red flags.
To accomplish this we choose to work closely with you so you can be kept abreast of the progress of our due diligence from start to finish, making sure that we cultivate a relationship of trust between our team and yours.
Who Can We Help Specifically?
We actually do not limit ourselves to any specific group? We have worked at great lengths with:
>High Net Worth Investors
>Private & Public M&A
>Other Due Diligence Firms
There is really no one that we can’t work with since we’ve covered just about every facet of the due diligence process, whether it be on-the-ground or “through the files.” We can even tailor our services to your specific requirements.
We have a retail solution for everyone – the long investor, the short investor, the pump and dump investor and the every day trader that is interested in the micro cap arena. We’ve shown that we can overcome the challenges posed by any market environment, quickly seizing investment and trading opportunities as they arise. Because of this, our Premium members have been able to enjoy above-average returns on our ideas. Our solutions enable us to cater to what matters to you the most.
Do you want access to reports that can convey the proper valuation of equities, reports that can immediately convince the market that these valuations are warranted? Do you want information arbitrage that allows you to be among the first to take action based on the intel? Do you need daily ideas, some of which have proven to be some of the most rewarding calls to action that the GeoTeam has offered? Would you like to follow our GeoBargains and select trades? Or do you just need to be part of an exclusive twitter following that receives alerts before the rest of the market?
If you have answered yes to any of the questions above, then don’t wait any longer. Join our Network and see why our following continues to grow on a daily basis. The faster you join, the more likely you will be among the first to harness the power of our offering.
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See GeoInvesting Prime on Seeking Alpha Marketplace
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]
Matthew Buckley is the founder and CEO of Top Gun Options LLC and a Managing Partner at Wealth Creation Investing LLC. Matt was formerly the Managing Director of Strategy for PEAK6 Investments, L.P., one of the largest volatility arbitrage options trading firms in the country. He was the founder and CEO of PEAK6 Media LLC, the parent company of ONN.TV (The Options News Network) and is also a nationally recognized speaker on business leadership, execution, and risk management.
Matthew Buckley is a veteran C level executive with extensive leadership experience from the front lines to the front office. A former decorated Navy fighter pilot, he graduated from the Navy Fighter Weapons School (TOP GUN) and flew 44 combat missions over Iraq. While on active duty he taught himself how to trade options and has been successfully trading for over 15 years.
Matthew’s unique background makes him a highly successful options trader. He applies many fighter pilot methodologies and techniques to his trading such as developing a well defined strategy, supported by specific tactics and predetermined exit points. He always has a contingency plan and debriefs each trade to get lessons learned that he can apply to improve portfolio performance. He teaches traders of all experience levels how to sort through information overload (trading task saturation) to ensure that they have the highest probability of success before squeezing the trigger.
Follow Whiz on Twitter: @WhizCheck6
Thomas H. Kee Jr., is President and CEO of Stock Traders Daily. The Stock of the Week Strategy offered by Stock Traders Daily may be the best performing strategy on the market since December, 2007 (before the credit crisis), and "The Investment Rate" is arguably the best measure of the underlying economy available anywhere (it is a macroeconomic work). Our reports and analysis are currently offered by Reuters Research to their institutional clients. Economic analysis and forecasting is provided to a variety of institutional and retail clientele through Stock Traders Daily's corporate website. Mr. Kee had worked with Smith Barney, AG Edwards, and Morgan Stanley before founding Stock Traders Daily in January 2000. Stock Traders daily thrived during the Internet Debacle. (http://stocktradersdaily.com/)
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register for free @ bretjenseninvests.com
I worked for many years in management in the health care industry in the UK, in Bermuda, and for the last 20 years in Florida. The day I turned 59 1/2 I just got out of bed and decided I didn't want to work any more and that I would just take my various pensions from different countries, such as they were, roll them all into one big IRA, and just see if I could live by my wits. My investment objective is, therefore, to make enough so that I never have to work again, although it would be easy for me to do so if I wanted.
I could probably get by very well with a 10% annual yield on my capital, but of course more is more and much more is much more.
When I started out investing in stocks, I really didn't know what I was doing, but I had the occasional bit of luck, like investing every penny I had in BP in the summer of 2010, just when it couldn't go any lower. And it didn't. Then again I staked every dime I had on out of the money options on a drug that had a PDUFA date in January 2011. It was approved. Phew! But I was a nervous wreck and figured there had to be a better way.
Then about a year ago I started to study the whole business of options strategies, got myself a few books, and found out that you could sell options as well as buy them. This was a bit of a revelation, to say the least, because I had noticed that whenever I thought a stock would go up, it went down,and when I thought it would go down, it usually went up, but by selling options you could let other people's optimism work for you.
Then I found out about volatility. I had always known that the whole game was rigged, but now I began to understand how and why
I'm hoping that with some blog posts or articles here I can inform others about some of the things that I have learned in my time as a full time investor and personal hedge fund manager (O.K., layabout) so that they can avoid some basic errors, and I hope to attract enough criticism to be able to learn from those who know much more than me.
Nigam Arora is an engineer and nuclear physicist by background, has founded two Inc. 500 fastest growing companies, has been involved in over 50 ventures, is the developer of Theory ZYX of Successful Change Management, is the author of the book on Theory ZYX, as well as the developer of the ZYX Change Method to profit from change in trading and investing.
Theory ZYX of Successful Change
Nigam Arora is the original developer of Theory ZYX. He is also the author of the book Theory ZYX – A Definitive Guide to Reach the Next Level.
The United States Patent and Trademark Office has awarded Nigam Arora 26 patent claims on Theory ZYX.
Necessity is the mother of invention. Upon concluding that no rigorous analytical methodology existed to help him successfully create and manage change in one of his ventures, he rolled up his sleeves and plunged into action. Thus, Theory ZYX of Successful Change Management was born.
Most change management experts primarily come from the background of academia and psychology. Nigam has added a new dimension to the state-of-the-art change management based on his extensive change experience in business, operations, and technology.
Theory ZYX has been applied to strategy development,merger integration, vision development, accelerating innovation, cost reduction, increasing revenues and culture change.
The ZYX Change Method of Investing and Trading
Upon requests to adapt Theory ZYX of Change to help manage investments, Nigam developed the ZYX Method for Profiting from Change in Investing and Trading taking advantage of his over two decades of experience in developing technical, quantitative, and fundamental models as well as implementing gray boxes* to execute the models in a variety of market conditions.
Since 2007, Nigam has been illustrating the power of the ZYX Change Method by providing concise actionable calls on this site. The Arora Report blog focuses on providing clear signals and being concise about the trigger event which is one of the six screens of the ZYX Change Method.
Conceiving and executing change for the better has been a way of life for Nigam Arora.His passion for innovations in business and technology led to his founding of two of the fastest growing (Inc. 500) companies and over 50 other ventures. Action Systems, Inc., a company he founded, was ranked the 29th fastest growing Inc. 500 company. This company grew by capturing over 60% of the market share in the startup of Radiation Monitoring Systems to nuclear power plants and diversifying into a variety of energy projects.
He also founded Action Systems Technologies, Inc. that was ranked the 103rd fastest growing Inc. 500 company. The company grew by providing innovative technology services to Department of Defense, Department of Energy, Aerospace, Automotive, Defense, Distribution, Electronics, Energy, Food, Healthcare Information Technology, Logistics, Manufacturing and Mining industries.
He was the CEO of KnowledgeAZ, Inc., which developed software for eCommerce, logistics, supply chain and asset management.
He was the CEO of Utility Frontier, Inc., which was a Business-to-Business Exchange for 369 municipalities.
Other companies he founded included a provider of printed circuit boards to the computer and electronics industries, a manufacturer of computer networking hardware, a manufacturer of instruments for the energy industry, a solar power producer, a software developer for warehousing and material tracking, a software developer for plant maintenance, a change management consulting firm, and a provider of semiconductor testing services to automotive and defense industries.
Early Years in USA
Nigam graduated with a M.S. in Electrical Engineering from the University of Kansas in less than one year .with a GPA of 3.94/4.00 Then he studied Marketing and Finance in an MBA program at Indiana University.
He developed an imaging system on a NASA funded project for the Center for Research, Inc.
Nigam led the development of one of the first automated computerized plant wide Radiation Monitoring and Control Systems for commercial nuclear power plants. He was also the first to discover and develop methods of accurately measuring certain nuclear isotopes in power plants. He was in charge of Engineering at NMC.
Early Years in India
Nigam Arora received a B.S. in Electronics Engineering from Punjab Engineering College with High Honors when he had just turned 20. He developed the first digital Phase Meter in India. He was selected in a program of the Indian Air Force under which he learned about electronics aboard fighter aircraft. He also worked on research at Central Scientific Instruments Organization.
I have a degree in Applied Maths with an emphasis in Econometrics and Finance from the University of Colorado. Since graduating I have been trading power for a proprietary firm in Boulder, CO.