Jesse has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Today he works with a select group of clients at Felder & Company, LLC in Bend, Oregon and publishes The Felder Report.
Business owner for over 35 years now working less and investing more. Our company has grown from $1M in sales to $25M in that time. I have recently sold my shares as part of an exit strategy. My philosophy for success in life and business is based on creativity. As Albert Einstein once said, "Insanity: doing the same thing every day and expecting a different result."
David Moenning is Chief Investment Officer at Sowell Management Services, a registered investment advisor with more than $500 million under management. Sowell emphasizes an MPD (Modern Portfolio Diversification) approach to portfolio design which diversifies client holdings not only across asset classes but also by strategy, manager, and investment methodology. Dave began his investment career in 1980 and has been an independent money manager since 1987. Thus, Dave has been live on the firing line and investing for a living for nearly 30 years.
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs.
Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy.
Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc.
Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client.
Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
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I have been interested in the market my entire life. From my first equity purchase when I was 15- Chrysler just before the government bailout to managing the portfolio of my father- and outperforming the major indexes with lower risk for over 20 years, I have been attracted to the intellectual and financial challenges of identifying opportunity and making above average returns- again on a risk adjusted basis.
Professionally, I am currently the CFO of a post-start up software development company with a focus on mobile telecom applications. I have served as the CFO,COO, CRO and President of public and private companies. My academic background includes a BS in accounting from the University of Illinois and an MBA in finance and corporate strategy from the University of Michigan. I have CPA and CGMA designations.
Generally, I seek outsized appreciation opportunities with below average risk and often favor stocks that have downside protection through one or more of the following- robust dividend yield, high book value, cash balance or other backstop. I tend to shy away from momentum stocks and those with very high PEs or PEGs.
When I find an edge, I bet to win. This confidence and conviction has kept me in business during good times and bad. To me it makes no difference if the market is going up or down. The only important thing is that it exists. I have learned that to consistently beat the street, I had to radically change the way I looked at things. For instance, when looking at a company, I evaluate the people and their motivations even more carefully than I analyze the fundamentals. My research is meticulous and I try to leave no stone unturned in my obsessive pursuit of alpha.
I am an individual investor focusing on stocks with high growth potential. I prefer stocks that address new or untapped markets.
I am a recent college graduate from Northern Arizona University. I spend much of my free time looking at investment opportunities and analyzing the underlying businesses. The primary reason I write articles is to showcase my willingness and ability to learn about businesses and provide useful analyses.
40 years in business and consulting. Broad array of experience in manufacturing, energy, environmental. I've worked on power plants, pipelines, railroads, drill rigs, and more. Spent more time permitting facilities and working on environmental impact studies than I care to remember. Started life as a young idealistic liberal. Evolved to a practical business person with a jaundiced eye of the role of government in our lives.
Ron Hiram currently manages investment portfolios and assists earlier stage companies in their capital raising efforts. He served as Chief Executive Officer of Cellnet Solutions, Ltd., a supplier of remotely managed networks of public wireless terminals providing voice as well as value-added data services in developing countries, from April 2008 until March 2010. From 2003 to May 2008, Mr. Hiram was a Managing Partner of Eurofund 2000 L.P., a venture capital fund focused on Israeli-related companies in the telecommunications, information technology and microelectronic spheres. Previously, from 2001-2002, Mr. Hiram co-headed TeleSoft Partners' investment activities in Israel. TeleSoft Partners is a Silicon Valley venture capital fund focusing on companies developing telecommunication-related technologies. Between1994-2000, Mr. Hiram served as Managing Director and Partner at Soros Fund Management LLC ("Soros"), an international hedge fund in New York, devoting the bulk of his time to private equity investments. Prior to joining Soros, Mr. Hiram worked at Lehman Brothers for thirteen years (also in New York), most recently serving as Managing Director of a workout and restructuring group. Mr. Hiram has served on the boards of directors of companies publicly listed in the U.S., including Ulticom, Inc. since January 2000 and Comverse Technology, Inc. from 1985-1986 and from 2001-2006 (including as chairman of the board from May 2006 to December 2006). Mr. Hiram also served on the board of TASE listed E. Wardinon Ltd. (2005-2007) and on the boards of numerous privately held companies. Mr. Hiram received an M.B.A. from Columbia University in 1981 and a B.Comm. from the University of Natal, Durban, South Africa, in 1979.
Individual investor. Generally using index Mutual Funds or ETFs. Trying to diversify more (foreign in particular). Pick up tips & concepts, & learn more.
I'm at alpha to keep a finger on the current moods & predictions... and so I notice up coming big financial news events before they impact.
See you around! Feel free to write me!
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
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I am the Chief of Operations at Wolfram Solutions, the consulting arm of the large privately held software company, Wolfram Research. I manage teams of programmers developing custom applications for business and, government, applying advanced analytic methods to practical challenges. I played a major role in the development of many of the financial features of Mathematica and Wolfram|Alpha. I have been at Wolfram for over 15 years. My academic background is in the social sciences and analytic methods in the social sciences, including finance, economics, statistics, modeling, simulation, and operations research. I studied at the University of Chicago, both undergrad and grad. I am also an individual investor with 30 years experience, mostly using mutual funds and fundamental analysis, plus specific investments in the financial sector. My contributions on Seeking Alpha focus on the financial sector and monetary economics, and what analysis of those areas can tell us about other macro trends. I also discuss portfolio theory, formal methods in finance, modeling and simulation of financial prices and economic time series, government statistical releases, financial regulation, and monetary policy.
My name is Phil Mause. I am a Senior Advisor with the Pacific Economics Group, focusing on energy, regulatory and valuation issues. I retired from 40 years of law practice earlier this year. I am a yield oriented investor and in the last two years, I have done reasonably well in junk bonds, BDCs, mortgage REITS, and dividend paying blue chip stocks. As an avocation, I dabble in stand up comedy.
Michael T. Snyder is a graduate of the McIntire School of Commerce at the University of Virginia and has two law degrees from the University of Florida. He is an attorney that has worked for some of the largest and most prominent law firms in Washington D.C. and who now resides outside of Seattle, Washington. He is a very active blogger and is also a respected researcher, writer, speaker and activist. You can follow him on The Economic Collapse blog: http://theeconomiccollapseblog.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 am the Portfolio Manager for the RETIREE INCOME PORTFOLIO, DIVIDEND OVERDRIVE PORTFOLIO, and the OIL & GAS INCOME PORTFOLIO at PortfolioChannel.com. I am also the creator of the Cash Flow Retirement Replacement Ratio© used in retirement and investment planning. A Chartered Financial Analyst and Certified Financial Planner, I have spent over two decades managing high-net worth individual and institutional accounts, working as a portfolio manager and analyst. I have also had several stints working for a pair of Private Banks managing balanced, fixed income, and equity accounts.
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
John M. Mason writes on current monetary and financial events. He is an entrepreneur and a writer. Current projects include a new banking institution, an Internet company, a private equity fund, two depository institutions and a community redevelopment fund. He formerly was on the faculty of the Finance Department, Wharton School, the University of Pennsylvania. Dr. Mason has been President and CEO of two publicly traded financial institutions and the executive vice president and CFO of a third. He has also served as a special assistant to the secretary of the Department of Housing and Urban Development in Washington, D. C. and as a senior economist within the Federal Reserve System. Dr. Mason has served on the boards of venture capital funds and other private equity funds. He has worked with young entrepreneurs, especially within the urban environment, starting or running companies primarily connected with Information Technology. Some of his new ventures are in the sustainable business and impact business space. .
I mainly focus on two sectors: technology and auto industry. I am long only and I like to take a conservative approach where I sell covered calls on the shares I hold in order to reduce my risks. Some of the stocks I follow closest are Nokia, Microsoft, Ford and Apple. I believe that being able to see beyond numbers and actually understanding business models of companies we cover is crucial to provide useful insight on companies.
Individual investor focused upon a limited number of diversified stocks. Seeks stocks selling below fair value; favors dividend growth. Advocates fundamental investment analysis, supplemented by the technical charts. Options strategies primarily employed to generate additional income or hedge risk.
I am publishing Instablogs focusing only on six general topics.
1. Regional Banks Basket Strategy
2. Equity REIT Basket Strategy
3. Healthcare Basket Strategy
4. CEF Portfolio Basket Strategy
5. Bonds and Equity Preferred Stock Basket Strategy
6. Portfolio positioning and management
I am not receiving compensation from SA or anyone else for my Instablogs and articles published at SeekingAlpha. I have never received any compensation for the posts published at my blog website. I am simply passing on what I have learned as an investor over 4+ decades free of charge.
In all of my 2000+ posts since early October 2008, the primary purpose was to provide a framework for rational and fact based investment decision making that will hopefully reduce the number of errors made.
My most basic investment strategy is to focus on income generating securities and then to invest the cash flow into more of the same, creating a compounding impact over a long period of time. I will invest in securities throughout the capital structure on a worldwide basis.
I am now and have always been a cautious total return investor (income + capital appreciation).
A focus on income generation simply means that income generation through interest or dividend payments is an important part of my total return objective.
I am no longer in an asset accumulation mode. Capital preservation is more important than capital appreciation.
Income generation is only one aspect of an objective evaluation of potential rewards balanced against potential risks.
After several decades of "turtle" investing, which sometimes requires me to pull my head back into the shell and to cease foraging in stock land (e.g. 1999), I am now admittedly absurdly diversified due largely to one of my risk management techniques that limits my monetary exposure to the securities of a single company.
My monetary exposure is largely dictated by a balancing of potential risks and rewards taking into consideration income generation and potential for capital appreciation.
As a risk control trading technique and in furtherance of my capital preservation emphasis, I will frequently use the natural volatility of a security to gradually build up a position, selling the highest cost shares on price spikes and buying back those shares when the purchase is lower than my average cost per share usually by more than 5%. The general idea is to lower my average cost per share over time with tax efficient share dispositions, thereby increasing my dividend yield for the remaining shares.
I have also been a practitioner of dynamic or tactical asset allocation that will be driven by my big picture views, including my Vix Asset Allocation Model, as well as my opinions about the relative risks and opportunities of various asset classes.
I was born in 1951, and started to invest in stocks when I was 16. I am not a financial advisor, but simply an individual investor who has been managing my own money for my adult life starting when I was a teenager. All of my brokerage accounts are cash accounts. I have never bought stock on margin. I have not added money to any of these accounts since 1984 and have used those accounts to fund my annual IRA contributions.
I started my web site, Stocks & Politics, in October 2008 to do whatever I can to help individuals become better investors, which requires a lot of hard work and effort. After over 2000+ blogs, mostly long ones, I came to a realization that my time consuming and laborious efforts have been mostly futile and have been rewarded at best with faint praise. I will no longer be posting there.
I would still emphasize that it is important for individuals to become as knowledgeable as possible before making any decision, with every individual taking full responsibility for their investment decisions and to prepare accordingly, which is what I try to do.
The Twitter Generation will need IMO far greater investment skills than previous generations given what I now perceived about future U.S. economic conditions.