Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
Investor. Mission: Help people make money. Degree: Chemistry from NC State University. Featured author of Momentum Options Weekly Wrap (http://momentumoptionstrading.com/ )
Follow me on Motley Fool Caps at http://caps.fool.com/player/modestus1.aspx .
For short-term ideas about big movers, follow my StockTalks. But please note I am not the best short term stock picker. I am 7-0-1 in the long term, but 0-3 in the short term. If you want better short term pickers, I recommend Michael Filloon and Alfred Little.
Over the last 12 years, I am 7-4-1. I was up 130%, 29%, 15%, 3%, 19%, 25%, 56% from 2001-2007 respectively, and down 39%, 39%, 79% from 2008-2010 respectively. In 2011, I was flat, but some ill-timed trades (should have held AG) caused a loss of 17% and 14% in 2012 and 2013. Note: gains and losses include transaction costs. 2009 and 2010, I traded frequently, adding up transaction costs. That is why I favor longterm holding over shortterm trading.
I invest in all stocks. I don't agree that US stocks are the safest. Want a safe stock, try TEVA. It did not fall much, or at all, during the credit crisis. And generics are the future.
Being a chemistry graduate, I tend to focus of the drug, medical, biotech, and chemical industries. So far, I wrote about 5 medical companies (RPC, OREX, KV.A, PLX, & XOMA). OREX and KV.A were right on target, though KV.A has fallen back hard after reaching their highs, which surprised me. PLX was half right: it did get a negative letter from the FDA, but the options strategy was wrong. For RPC, so far, I have been wrong, and exited my position in mid-May. XOMA also has fallen since I wrote about it.
However, I also cover diverse stocks, from BIDU to NCT. Ignoring other industries is a big mistake. I look for stocks I find undervalued on both a value perspective and a growth perspective, but placing more emphasis on growth. I combine both fundamental and technical analysis. The fundamentals only tell you part of the story.
Anybody can make money. Don't let Wall Street analysts manipulate you. Their analysis is good, but don't take everything they say. Good luck investing, and I will do everything I can to make you money.
Oh, and I invest in rather risky stocks with high potentials. If you are nearing retirement, I don't recommend you copy my portfolio. I will label my stocks with the risk/reward factor. I am adding a watch list with some stocks for retirement investors that I like. All watch list stocks are long term holdings.
BRK.B (very low risk/medium reward)
NRZ (medium risk/medium reward)
EXK (medium risk/medium reward)
NCT (medium risk/high reward)
HOV (medium risk/high reward)
AMD (medium risk/high reward)
MCOA (high risk/very high reward)
RGSE (very high risk/high reward)
SUNE (extremely high risk/very high reward)
AG (medium risk/medium reward)
YRCW (very high risk/very high reward)
GTIM (medium risk/high reward)
BOJA (medium risk/high reward)CVRR (medium risk/high reward)SWKS (medium risk/high reward)JAZZ (medium risk/high reward)NFLX (medium risk/high reward)
LVS (medium risk/high reward)
SAM (medium risk/high reward)
CMG (medium risk/high reward)
ZNH (medium risk/high reward)
RDY (medium risk/high reward)
MNK (medium risk/high reward)
YZC (low risk/high reward)
AVGO (low risk/medium reward)
CF (low risk/high reward)TTM (low risk/high reward)
NVO (low risk/high reward)
BIDU (low risk/high reward)
PCLN (low risk/high reward)
CLF (low risk/medium reward)
AAPL (low risk/medium reward)
GOOG (low risk/medium reward)
TEVA (low risk/medium reward)
CIM (low risk/medium reward) - dividend stock
TNH (low risk/medium reward) - dividend stock
GOL (low risk/medium reward) - dividend stock
After completing both a PhD in physiology and an MBA, I am interested in leveraging both areas of expertise to provide in depth analysis of the biotech sector. I began analyzing and covering biotech stocks in 2006. My interest in this sector is a result of my past experience in this industry which ranges from R&D to strategic management at several large and small biotech firms. With a broad scientific background and formal training in finance, I seek to leverage my knowledge and industry experience to provide a deep understanding of the markets and science that drive value in microcap healthcare stocks.
The material presented in these reports is provided for information purposes only and is not to be used or considered as a recommendation to buy, hold or sell any securities or other financial instruments. Information contained herein has been compiled and prepared from various public and industry sources that I believe to be reliable; however, no representation or warranty is expressed or implied as to the accuracy or completeness of the information. Such information is provided with the expectation that it will be read as part of a broader analysis and should not be relied upon on a stand-alone basis. Past performance should not be taken as an indication or guarantee of future performance, and I make no representation or warranty regarding future performance. The opinions expressed in this report reflect my judgment as of the date of this report and are subject to change without notice. These reports are not an offer to sell or a solicitation of an offer to buy any securities. The offer and sale of securities are regulated generally in various jurisdictions, particularly the manner in which securities may be offered and sold to residents of a particular country or jurisdiction. Securities discussed in these reports may not be eligible for sale in some jurisdictions. To the full extent provided by law neither myself nor any other person accepts any liability whatsoever for any direct or consequential loss arising from any use of this report or the information contained herein. I am not on the Board of Directors of a covered company. I do not invest in the securities of the company that is the subject of these reports unless otherwise indicated. I have not been compensated by the company that is the subject of these reports.
Finance professional with extensive experience analyzing companies. I have an innate passion for finance and investing. While most popular stock prognosticators tell investors what they want to hear, I try to inform investors about what they need to know to make an informed decision.
Disclaimer: Articles and/or comments represent the opinion of the author, who is not a licensed financial advisor. Articles are intended for informational and educational purposes only, and should not be construed as investment advice to any particular individual. Readers should perform their own due diligence before making any investment decisions.
We conduct deep research on companies that will generate excellent compound returns with a high margin of safety.
I'm a generalist by training and manage a global technology equity portfolio. Beyond that, I am the youngest analyst to win multiple awards in global contests sponsored by FactSet and Ira Sohn on online buy-side platforms.
I am an individual and occasional investor with a passion for biotechnology and stocks. I am working as an engineer with ties to the healthcare sector.
I build investment theses based on thorough personal research and end up picking only stocks that I think hold a very high and long-term potential. I specialize in micro-cap and/or European biotechs, tracking undervalued opportunities and basing my investment choices on the deep analysis of a company's fundamentals and its long-term perspective (at least several years).
Follow me on twitter: https://twitter.com/Logribel
Aneesh K Chona: http://seekingalpha.com/author/aneesh-k-chona
Robert P Lawrence: http://seekingalpha.com/author/robert-p-lawrence
After meeting in college, Aneesh K. Chona with a background in finance and computational neuroscience and Robert P. Lawrence with a background in finance and systems engineering decided to combine their unique skills and create Psi Partners–a partnership exploring value-based stock pitches and algorithmic trading strategies. What started as a fun side project in a dorm room grew to a robust algorithm that they realized has the potential to not only consistently beat the market, but also becomes more refined every day through machine learning.
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
I am an individual investor who has been actively involved in the healthcare and biotechnology space for over 15 years. I hold a PhD in the biomedical sciences and have worked in both large pharmaceutical and small biotech companies. I make investments based on the fundamentals of a company and if I believe they have a superior technology or products compared to the competition. I'm an investor who believes patience pays off.
I am a long term value investor, but I am also interested in growth stocks when it is not overpriced.
I enjoy the process of finding out stocks with value, much like a gold-mining experience. Along the way, I also gained a lot of insight on various businesses.
Most of the time, I post articles and comments on Seeking Alpha to get opinions from other people, since it is important to get criticized and avoid the confirmatory bias. I also believe that small investors need to work together to share their research efforts in order to achieve an edge on information.
While I am passionate about investment, I am also passionate about many other things as well, such as Math, Machine Learning, Psychology and Philosophy. I believe life is about having fun, and a big part of that "fun" comes from constant learning and personal improvement.
Marc is the founder and owner of Advanced Investor Technologies, LLC, as well as the publisher and editor at the internationally acclaimed web site www.ChecktheMarkets.com.
He holds an MS in Clinical Psychology from California Polytechnic State University, and is a former senior vice-president of Investments for two major brokerage firms. Besides his role as an investment publisher and analyst, he serves as a marketing consultant to the investment publishing and investment media industries.
In his role as a financial editor, he specializes in unique investment strategies, wealth preservation, understanding the investment markets ,value stocks, precious metals and energy stocks, emerging growth companies, ETFs, tax issues as well as "the psychology of investing". Besides his loved ones, he sees his personal "calling" as someone who helps others succeed and achieve financial security.He's been a motivational speaker and personal development specialist for over 35 years.
In addition, he's been interviewed on such popular media sites as The Money Show and The Oxford Club. Marc is a published author who has written hundreds of articles for a wide variety of investment newsletters and web sites. He has a special passion for helping "make the complex more simple", and is a big advocate of the K.I.S.S. (Keep It Successfully Simple) approach to investing and living life.
Benjamin is the founder of ModernGraham.com, a website devoted to the study and modernization of the teachings of Benjamin Graham. Benjamin graduated cum laude with a J.D. and Certificate in Taxation from DePaul University College of Law, and a B.S. in Finance (Honors) from DePaul University College of Commerce.
Articles posted on Seeking Alpha are a sample of the articles posted on ModernGraham.com. Please visit the website for more ModernGraham content.
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.
Eric Parnell, CFA, is the Founder and Director of Gerring Capital Partners. Gerring Capital is a registered investment advisory firm seeking attractive returns opportunities emphasizing value, quality and risk control. Eric also publishes The Universal premium service on Seeking Alpha targeting winning strategies in bear and bull markets across the asset class universe. Gerring Capital implements these strategies for its investors and then Eric discusses them on The Universal. Eric is also a Visiting Instructor at Ursinus College in the Department of Business and Economics. Prior to founding Gerring in 2005, Eric was the Director of Investment Communications at SEI Investments and an Economist at Moody’s Analytics.
My trading experience includes over twenty five years of intense investment analysis, trend analysis and deep level due diligence studies. My interest is to find small company opportunities that have established funding sources, have a plan of action and are in the preliminary to first stages of pipeline development and execution. My coverage and investment interest includes biotech, small cap and emerging growth companies, regardless of sector. I am a contributing writer at CNA Finance and cover emerging opportunities as well as breaking news events.
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.
Grant Zeng has over 10 years of professional experience in equity research and analysis. Grant joined Zacks Investment Research Inc. in March 2006, and currently is a senior equity analyst covering biotech/pharma industry. Before joining Zacks, Grant worked for TheStreet.com as a biotech analyst from 2005-2006. From Sept 2001 to December 2003, Grant worked for China Pacific Insurance Co. as an senior equity/fund analyst. Grant was a healthcare equity analyst with Young & Partners, LLC from Aug 2000 to September 2001. Grant had also teaching and researching experience in pharmaceutical science.
Grant Zeng obtained his MBA with a major in Finance in 2000 from McMaster University, Canada. He also holds a Master of Science in Biochemistry from the University of Western Ontario, Canada; Master of Pharmacology and Bachelor of Medicine from Second Military Medical University, China.
Grant Zeng is a Chartered Financial Analyst (CFA) charter holder.
At Bio Vantage, our mission is to provide high-quality equity reports focused primarily on biotech and pharmaceutical companies worldwide. In our view, fundamental analysis of biopharmaceutical companies requires expertise in evaluating clinical trial data and drug pipelines, as these events often drive the underlying equity value of such companies going forward. Equally important is the ability to forecast future revenues, earnings growth, and cash flows using financial modeling tools in order to derive an intrinsic value for the company being analyzed. Once a fundamental value is derived, investors can make profits from a variety of trading instruments.
While our expertise largely concerns biotech and pharmaceutical companies, our investment principles are centered on diversification, asset allocation, risk management, and portfolio strategies. Thus, our investments and analyses also cover other sectors, including technology, financials, consumer products, energy, and commodities.
Bio Vantage's analysts have extensive experience in the biomedical field and in drug discovery research. We are lifelong investors. One of the analysts holds the CFA charter designation.
Author of the critically acclaimed book, "Taking Charge With Value Investing (McGraw-Hill, 2013)" and the equity research company "BNL Finance". An analyst that ranks in the top 4% on both tipranks.com and Motley Fool CAPS for stock picking performance.
David White is a software/firmware/marketing professional and a long time investor. He has worked in the networking field, the semiconductor equipment field, the mainframe computer field, and the pharmaceutical/scientific instrumentation field. He has bachelor's degrees in bioresource sciences and biochemistry from U.C. Berkeley. He is a former Ph.D. student in biochemistry. He has done significant graduate work in EECS and business at Stanford (through SITN) and UC Santa Cruz. He was awarded a Certificate in Advanced Software Systems (about 1/3 of an MS in EECS) by the Stanford Computer Science Department. He also took most of Stanford's undergraduate Computer Science curriculum.
Team StockMatusow.com research and writers are:
Scott Matusow; Team Leader, owner and founder of StockMatusow.com and Dan Cohen, partner, and independent investor/scientist/inventor/trader and lead contributor at stockmatusow.com.
Scott is an independent investor/writer/trader and team leader of StockMatusow.com.
He has have about 17 years of stock market experience which include trading, investing, and managing his family’s trust as well as his personal account.
Scott has had the most success in trading/investing in smaller cap growth companies. Because Scott is not 'officially trained' in the markets, he see things outside the box, using his experience to provide clarity and alpha. Scott uses his ability to read situations, emotion, charts, times and sales, historical data, and macroeconomic and other market forces to predict stock price movements, in both short and longer terms situations.. Using these acquired allowed for him to completely divest his own and family's money near the top of the market before the 2008 financial crisis.
Dan Cohen is a partner at stockmatusow and entrepreneur in the fields of nanotechnology, medical diagnostics, and energy storage. Additionally, Dan is a Scientist and inventor. He has 7 years of experience investing and trading biotechnology focused equities with a specialty in identifying under-appreciated value in small caps. Dan utilizes his experience reading and reviewing scientific literature to evaluate prospects for success. His work with diagnostics development give him a strong background in immunology which is leveraged in evaluating immunoncology focused approaches. As well Dan has 5 years trading futures, specializing in E-minis and Treasury products. He utilizes a combination of technical analysis, deep scientific research, and macro views to generate alpha for the team.
Places you can follow Scott are:
Places to follow Dan are:
Fusion Research is managed by a team that has been actively involved in the financial research industry for over 5 years. Our business is rooted in principles of trust, integrity and fundamentals-driven markets.
We provide independent research, on deserving public companies without the built-in conflicts of interest.
Our team of equity analysts have extensive experience, and are highly qualified and credentialed CFA's, CA's or MBA’s. The research we provide is unbiased as any on the market. We create strategic partnerships with companies and firms to gain unprecedented domestic and international following of our coverage. Our reports are used by both institutional and individual investors to obtain accurate, independently-compiled securities analysis.
I provide stock and bond analysis to a small cap specialist investor. For my own account I invest mainly in technology and biotechnology stocks. My technology and investment web site is openicon.com. I still enjoy IT consulting and always have some sort of R&D project going on.
I'm a private, full time trader interested in both long and short ideas. My training and background are in engineering including a decade of consulting engineering practice. I've since switched over to investing/trading which I've done full time for 15+ years and to which I bring a contrarian style. I've also recently become interested in writing and have published editorials at Forbes, PJM, and a few legacy newspapers.