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Lowenthal Capital Partners is operated by Trevor Lowenthal. Trevor graduated with a BA in Political Science from University of California, Davis with Summa Cum Laude distinction. Trevor is finishing his J.D. at the University of Colorado Law School.
I am an analyst and Level II Candidate in the CFA Program that has gained experience in the investment industry through positions as a proprietary trader and a portfolio management administrator. I began contributing to Seeking Alpha as a way to share my thoughts on the biopharmaceutical industry. I discussed ways to minimize risk in biopharmaceutical investing through conservative pipeline valuation and balance sheet analysis to identify companies presenting a compelling valuation to potential investors. I also touched on ways to apply knowledge of the markets to improve personal finance. My pieces included either stock-specific analysis or general biopharmaceutical investing discussion through my Biotech Weekly blog. My research appeared on the websites of CNBC, Seeking Alpha, Reuters, Google Finance, Morningstar, NASDAQ, and MarketWatch.
Note: Articles and comments are my own opinions, are not related to the opinions of my employer, and should not be considered investment advice. Make sure to do your own due diligence before making an investment decision. Thanks!
I hold multiple undergraduate degrees with concentrated focus in the fields of Psychology, Sociology, History, and Economics. Prior to working as an independent strategist for a handful of clients, I was employed as a behavioral economist for a private London based group. Before that, I worked for domestic entities such as FBR and ACC Capital.
In terms of equities analysis, my focus is strictly on long term investments, emerging biotechnology entities, distressed or undervalued companies, and maritime commerce. In terms of market analysis, my focus is on the market implications of social and non-traditional factors. I do not discredit more traditional technical and fundamental analysis, but I value greatly the largely underrated, and often forgotten, historical evolution of capitalism and capital market psychology. Thus, some articles I write will be highly speculative and unorthodox, and will likely represent a minority opinion. Others, when undervaluation is a motivating factor for the article having been written, will be highly technical and metric based.
Also, I urge readers to consider the premise of investment horizon, and authorship intention, when reading my contributions. Many of the articles for companies which I endorse will be deemed "long term", which I generally consider to be no less than 2-3 years unless otherwise noted. Moreover, some articles are written simply to test a potential investment thesis in an effort to garner feedback about prospective positions. In the latter, the "Risk" segment of articles will be thoroughly detailed and should be heavily weighed. Many such pieces will be long "ideas", not necessarily long "recommendations" or "endorsements", and it is imperative that readers understand that prior to any assumptions being made or conclusions being drawn. Thus, I would implore readers to consider my articles carefully and thoroughly, and to ask any questions they may have pertaining to publication purpose if not otherwise clearly defined. I will always do my best to respond in a timely fashion.
Lastly, I am a fervent proponent of the value brought to investments by behavioral finance theory, and I utilize this premise in all equities analysis.
Anonymity Disclosure: I am fully cognizant of the fact that some readers question the integrity and/or accountability of anonymous contributors. Please know that my preference for privacy is a two fold consideration; (1) I remain under a revolving open contract to consult for an entity where I signed a lifetime NCND agreement. In order not to risk violating any potential terms of that agreement, now or in the future, I maintain a very low web based profile. (2) I am a proponent of unbiased analysis being openly shared among prospective investors. However, in order to ensure no collisions occur between professional patronage and personal privacy, I have elected to utilize anonymity as the barrier between the two.
I'm retired from a near 40 year career in the publishing industry working with an international publishing company. My investing experience is over a span of 40 years. Luckily with more winners than losers! My hobbies are world travel, reading good books(non-fiction)--and researching stocks that I have an interest. In my retirement, I volunteer my time working in assisting several lawyers with their Child Protective Service cases.(Drugs are destroying our Society and family structure) I also serve as a reviewer for a national literary prize given each year.
I am Semi-retired as a consultant (40+ years) in the fields of applied Pharmacology/Toxicology and Occupational Health & Safety, dealing with the role of drugs and chemicals in disease pathology and its treatment, complex exposure situations (use of medications, drugs of abuse & addiction and exposure to toxic workplace chemicals), toxicity and drug/chemical interactions and related management challenges.
I am now delving into the investment world for hobby and to increase retirement resources using my own capabilities and the many resources available. I am a novice investor and looking to learn at my pace and with assistance from others. I have strong scientific (pharmacology & health) and analytical training, experience and perspective. I have formal Risk Management training and experience and will use that to guide my investing decisions.
From an investment perspective, I am looking for a combination of stable and proven income generating companies, balanced with managed risk associated with biotechnology equities with large upside potential, ones leading the charge into research and development of ground breaking biological solutions to society' needs. I plan to focus on the biotechnology sector as that is where my strength lies. I look forward to learning from the SA contributors and where appropriate making a contribution with my perspective and views.
I am a psychologist at the University of Massachusetts/Amherst. I am on our campus’s Institutional Review Board, which must conclude that proposed studies involving human subjects are conducted ethically and are designed well enough so that any risks involved are justified by the likely benefits obtained.
I teach about analytical reasoning, leadership skills, reconciling apparently incompatible positions, designing, implementing, and evaluating policies, and how to critically evaluate competing health claims based on the samples studied and methods of data collection and analysis used.
Most of my investments involve owning medical industry stocks.
I worked in New York's financial sector for almost exactly 20 years, mostly as a healthcare analyst (drugs, biotech, and medical devices), but also as an assistant research director, portfolio manager, and options strategist. My last formal job had me in charge of Value Line's premium priced "Select" and "Special Situation" products. The former highlights the company's top stock pick of each month and the latter introduces relatively small companies. I quit that job in June, 2009 for reasons that a dozen or so confidentiality agreements preclude my discussing. In September of that year, I launched 3DimensionalResearch.com (3DR), which allows me to continue doing what I was doing previously.
I am a strong believer in maximum transparency, in both personal and business relationships. So, in that vein:
A google search will show that my former employer sued 3DR and me in November, 2009 for copyright infringement, hot news misappropriations, and the proverbial kitchen sink. Although a search won't show this, unfortunately, I represented myself in a federal courtroom in December and, in accordance with the judge's instructions, the case was settled in a matter of minutes.
Additional Disclosure: 3DR has been a financial failure thus far, in terms of getting subscribers. I detest marketing and few people want to pay for information anymore, least of all from a no-name website. That said, the vast majority of my recommendations have done very well and my personal portfolio is doing extraordinarily well (65.5% in 2013) since I tend to follow most of my own recommendations, the "event driven special situations," in particular.
Theodore J. Cohen, Ph.D., a research scientist, has been an investor for more than 50 years. Since 1980, he has focused his attention on investment research and investigative analyses of companies developing therapeutic drugs in the biotech sector. Dr. Cohen is a frequent contributor of Guest Opinions (op-ed pieces) to the Bucks County (PA) Courier Times (circulation: 80,000), where, since 2007, he has addressed such varied subjects as the conflicts of interest (COIs) associated with two members of the Provenge advisory committee (AC); the U.S. Senate’s Durbin Amendment, to tighten COI reviews of FDA AC members; and naked short selling. Cohen is the author of the award-winning novels Death by Wall Street: Rampage of the Bulls (AuthorHouse, 2010) and House of Cards: Dead Men Tell No Tales (Outskirts Press, 2011), which were inspired by real events. The books are available from Amazon.com, B&N, and 26,000 online bookstores worldwide. For details, see http://www.theodore-cohen-novels.com.
John Petersen is executive vice president and chief financial officer of ePower Engine Systems, Inc., a company that has developed, built and demonstrated an engine-dominant diesel-electric hybrid drivetrain for long-haul heavy trucks that promises fuel savings of 25 to 35 percent depending on terrain and payload.
John is a lawyer and accountant with over three decades of corporate finance, due diligence, M&A advisory and related legal services for manufacturers, innovators and investors in the energy storage and renewable energy sectors.
Over the last eight years John has earned a global following for his articles on the energy storage and alternative energy sectors. He has contributed to AltEnergyStocks, Seeking Alpha, The Street, NASDAQ.com and Batteries International Magazine. He currently works as a senior editor at InvestorIntel.
John is a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. He was admitted to the bar in 1980 and licensed to practice as a CPA in 1981. John’s diverse experience in corporate finance, natural resource development and energy storage give him a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges of the battery industry.