Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor. He has been a frequent guest on Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes Moneybuilder, GuruFocus, MarketWatch and InvestorPlace.com.
Charles holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
MLPData is the leading site dedicated to providing investors with greater transparency into the full universe of Master Limited Partnerships and fund products. Our belief is that Master Limited Partnership's offer a very unique investment opportunity in light of the transformation of the North American Energy Landscape coupled with the unique tax considerations associated with distributions.
We are an independent and privately owned firm, launched by an entrepreneurial team with decades of experience in providing financial content and investment management services. Our objective is to expand the knowledge and investor interest in Master Limited Partnerships that are publicly traded, and the associated investment products such as Closed End Funds, Exchange Traded Notes and Funds and Mutual Funds.
Income investing is a way of life. We earn, save and invest to produce income for monthly expenses and retirement. Dividend stocks are our passion. Finding the best dividend stocks to invest in is the journey we are on. Thanks for reading.
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Author of Quantitative Investing. Designer of the Global Household Index and the systemic risk score MTS10 (click here to learn more). PhD in computer science, Software Engineer, Civil Engineer, 20+ years working in various sectors and countries. Investor focused on market-neutral and low risk portfolios, looking for profitable combinations of value and quality factors. Also interested in short volatility trading and excess returns in closed-end-funds.
My goal is to bring exposure to business development companies (BDCs) that finance small to medium sized businesses, typically overlooked by banks. BDCs are an instrument for investors to earn healthy dividends by avoiding double taxation at the corporate level and allowing income to flow directly to each shareholder. Please see website link below for more information.
Jeff is a mortgage broker, published author and educator. He is a value/dividend investor who specializes in long term growth. He lives in a beautiful seaside town in BC Canada with his wife and two children.
I'm a self-directed investor who shares my experience in investing. I read, learn, and apply every day.
I write about value & dividend investing from the perspective of a Canadian. I invest in individual stocks on the US stock exchanges and the Toronto Stock Exchange.
As I write, I reflect on my own actions and results, which is an amazing exercise. I encourage individual investors who enjoy writing to try it.
I appreciate the work done by SA staff & authors and love the community that engages in meaningful discussions.
IPO Candy is your sweet source for deeper information and assets on the IPO markets and companies. We provide transcripts and resources if you missed an IPO roadshow, research notes, valuation models, quantitative and qualitative data on the IPO company universe and even manage a "ready-to-go" Folio of IPO companies that offer superior growth characteristics.
Global Value Research Company (GVRC) provides investment research and analysis for the firm’s Investment Advisory divisions Milwaukee Private Wealth Management & Milwaukee Institutional Asset Management as well as Global Value Partners LLC. Investment research and analysis is only available to institutional investors as a service.
When evaluating investments, GVRC appraises each issue on a fundamental basis, analyzing income statements, balance sheets, and statement of cash-flows. This analysis allows for an appraisal of the company's worth as though the entire business were being purchased. When we make an investment, the primary consideration is whether a fractional share of the business can be purchased at a significant discount from our appraised value. This spread is our "margin of safety" which is a basic tenet of our investment principles.
Global Value Research Company is a division of Global Value Investment Corp.
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.
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
Philstockworld.com is the fastest growing stock and option newsletter on the Web. "High Finance for Real People - Fun and Profits" is our motto and our Basic and Premium Chat Sessions offer readers a chance to speak to Phil live during the trading day as well as authors like Optrader, Sabrient, Income Trader and Trend Trader - who send out Alerts during the market sessions and discuss trade ideas live with Members.
We even have a new low-cost "Trend Watcher" Membership that lets readers view our chat sessions without directly participating a great solution for people who want to test-drive the site and profit from our experience! Trend Watchers get to view all of our Chat Archives, weekly Webinars - as well as the amazing PSW Wiki, which gives you Phil's recent opinions and trade ideas as well as technical and fundamental analysis of hundreds of stocks that we follow.
Philip R. Davis is a founder of Phil's Stock World (www.philstockworld.com), a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders. Mr. Davis is a serial entrepreneur, having founded software company Accu-Title, a real estate title insurance software solution, and is also the President of the Delphi Consulting Corp., an M&A consulting firm that helps large and small companies obtain funding and close deals. He was also the founder of Accu-Search, a property data corporation that was sold to DataTrace in 2004 and Personality Plus, a precursor to eHarmony.com. Phil was a former editor of a UMass/Amherst humor magazine and it shows in his writing -- which is filled with colorful commentary along with very specific ideas on stock option purchases (Phil rarely holds actual stocks).
Visit: Phil's Stock World (www.philstockworld.com)
Retiree interested in stocks and financial instruments, especially dividend producing stocks. In the 20th century, I was an electrical engineer with Dominion Resources. I use a dividend growth investment style. Quick rules of thumb for complex questions, like fair value p/e using the Gordon model, price = growth and total liabilities/total assets ratio for leverage calculations provide a starting point for my investment decisions. As a retiree, preservation of capital is paramount.
I am a quantitative model designer. I build customized portfolio solutions for brokerages, family offices and individual clients around the world. Some of the models required the capacity to trade hundreds of millions of dollars.
I would best describe myself as a value investor looking for entries based on events such as upgraded earnings forecasts. I minimize risk by analyzing short interest, diversifying across industries, blending multiple models of low correlation or using market neutral strategies.
Dan Plettner invests and licenses his own real time trading data to Covestor Ltd. Dan previously licensed his written content to DealFlow Media, for the Closed-End Fund Alert.
Dan focuses his qualitative investigative research methods on Closed-End Funds and other underfollowed securities. His efforts seek to identify potential valuation changes which are unanticipated by median market participants. He believes readily available “quantitative research” is of minimal value for achieving outsized returns within any particular investing style.
Dan Plettner was born in 1975 and has been investing since his teen years. After completing his undergraduate degree Magna Cum Laude from Miami University (Oxford, Ohio), he won the “NSD award” as a retail Financial Advisor at Morgan Stanley Dean Witter. Dan relocated to Morgan Stanley’s International Headquarters in Manhattan where he served as a Closed-End Fund Product Specialist until 2000 and then attained his MBA from New York University.
Our small-cap hedge fund strategy beat the market by 44 percentage points since its inception 18 months ago. Visit our website to learn how you can do the same. Insider Monkey is a finance website that provides free hedge fund and insider trading data. We believe ordinary investors can beat the market by imitating insiders and best hedge fund managers. They have access to better information and experts than ordinary investors do. Take advantage of the SEC filings where hedge funds and insiders disclose their stock transactions.
Here is our team:
Ms. Krishnamsetty is the Editor of Insider Monkey. Prior to creating Insider Monkey with Dr. Dogan, Ms. Krishnamsetty was Associate Producer at Bloomberg Television. Prior to that, Ms. Krishnamsetty was on the afternoon news team at CNBC. Additionally, Ms. Krishnamsetty reported for NPR and worked as a risk management consultant at Marsh & McLennan. Ms. Krishnamsetty has a M.S. in Journalism from Columbia University’s Graduate School of Journalism.
Insider Monkey’s hybrid evaluation system ...More was created in 2003 by Dr. Ian Dogan. Dr. Dogan has a Ph.D. in financial economics with a specialization in insider trading. Dr. Dogan has provided consulting services to institutional investors and hedge funds, and managed a $200+ million fund using a strategy he developed utilizing insider transactions. Dr. Dogan recently authored the insider trading chapter of soon to be published “The Handbook of Investment Anomalies” by Zacks Investment Research. Insider Monkey will serve the outcome of the methodologies developed by Dr. Dogan to ordinary investors who don’t have access to academic quality research and tools to shape their investments.
For your inquiries please contact us at firstname.lastname@example.org
Steve Zachritz, "Zman", is an investor/trader who specializes in the energy sector. He has managed small cap growth portfolios, been an energy banker, and a sell side exploration and production analyst (Prudential and Jefferies) in his 20 years in the financial markets. His daily writeups address developments in that sector and the potential impact on publicly traded stocks, options, and futures.
Visit his site: Zman's Energy Brain http://www.zmansenergybrain.com
Follow our tweets at ZmansEnrgyBrain
Old school investment analysis by 30 year stock market veteran Stan Barton.
The past editor of STOCK ACTION advisory letter and past coordinator of the MENSA investment group is now helping successful people develop and preserve their legacy at Barton Legacy Advisor, LLC.
For a free consultation contact him at www.bartonla.com
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
Value Digger holds MSc. in Electrical Engineering, speaks four languages (English, French, Greek, German) and has lived in the U.S. for many years. Also, he is a full-time investor and a freelance writer with one of the highest Followers per Article (F/A) rates in Seeking Alpha. His F/A rate in Seeking Alpha is above 30.
After creating "Nathan's Bulletin" (a subscription-based investment guide for investors who can't afford a financial advisor), Value Digger launched a subscription-based Premium Service in Seeking Alpha entitled "A Fundamental Investor's Stock Club" which includes an unparalleled, actively-managed and high-return Portfolio of unknown and/or underfollowed stocks. Regularly updated and detailed lists in his Premium Posts PROVE these high returns. For reference, when Value Digger was managing money in the early 2000s, his Portfolio's annual ROI consistently exceeded 50%. His Premium Research is based on a comprehensive review of company-specific factors, macro conditions, competitors and the industry trends.
When it comes to his publicly-available picks and his free Seeking Alpha articles, Value Digger is ranked in the TOP-50 with a success rate of over 80%, an average return per recommendation of over 30% and a 5-star rating according to TipRanks.com, which is the highest category quality ranking used to evaluate financial experts. TipRanks.com is a comprehensive investing tool that allows private investors and day traders to see the measured performance of anyone who publicly provides financial advice. TipRanks.com collects data, evaluates and ranks 9,000 financial experts worldwide.
After almost 30 years of investing experience in the international markets (U.S., Canada, Australia, Europe), Value Digger has formulated a deep understanding of valuation analysis and his investment philosophy is firmly grounded in Ben Graham-style value-oriented opportunities that often have an assymetric risk/reward profile. On that front, he has created a unique proprietary database with thousands of publicly-traded companies per sector, which helps him spot the bargains and the bubbles before many investors find them.
My purpose is to purchase great companies at great value. My goal is to assemble a portfolio of dividend growth stocks that will continue to pay and increase their dividends annually in order to achieve my goal of financial independence. Financial independence for me is to have my dividends cover my living expenses come retirement (or sooner would be better!).
I have called my portfolio the Accelerating Dividends Portfolio. My portfolio consists of the following stocks right now:
Core: HAS, OHI
Supportive: LYB, EXR, GILD, WYN
Speculative: SWKS, TGT
I am still working on my investment plan and when it is ready I will share it with you.
As for myself, I am a part-time, self-educated investor who works a full-time day job as a criminal intelligence analyst. I bring my thought process from my job with me to much of my daily life. I like to ask questions, particularly some that are hard and not really talked about. I like to find data and do analyses in order to support or refute my ideas and answer my questions.
I came across the dividend growth investing model when I was searching for a better way to invest my money. I love and advocate the dividend growth investment model because it has touched me the most and helps me to sleep well at night.
I have been enthralled over the last few years with finances (if I could change careers, I would move to financial advising in order to pursue this interest full-time). This interest has stirred within me a great desire to learn and although there is always more to learn, I continue to enjoy the challenge of acquiring more knowledge and experience. I enjoy applying what I have learned particularly in my writing here on Seeking Alpha. I also apply many of my analytic skills and thinking to my articles in order to stimulate discussion to get many points of view. This helps me enhance my own opinion, perspective, and thought process. I hope that what I share will be of worth to the Seeking Alpha community.
I hope you will follow me along this journey towards financial independence and accelerating dividends!
My bio is a short and simple one. I'm a high school graduate, period. I spent most of my working life as a over the road trucker. An independent, if you will. The first book I read on investing was One Up On Wall Street by Peter Lynch. Then came many others including Benjamin Graham, Charles Carlson and Robert Hagstrom. I've been an investor for thirty years and while I lack any financial degrees or titles, I think I bring a bit of street level common sense to the table. Thank You.
Global value investor, focusing on the US and Vietnam equities. Co-author of the MOATS (a book 'bout 70 great businesses that Berkshire Hathaway is holding). CEO - Vietnam Green Investment Holdings
I am a chemist by trade and an Austrian Economist by study and love discussing the capital markets and take a qualitative approach to global monetary trends and a technical, quantitative approach to trading. My current focus is on emerging markets of Southeast Asia as well as gold and strategic commodities.
Feel free to find me on:
It’s time for a change!
Worn out after months and months of portfolio-busting volatility… depressed by the still paltry yields offered by U.S. Treasuries and money market funds… the majority of investors are clamoring for above-average income investments right now.
The only problem?
Most investors are going about income investing the wrong way! They’re simply chasing yield, which is a surefire way to undermine their investment returns.
Anyone can find a list of high dividend-paying stocks. But very few people can actually sort through all the choices to identify the most fundamentally fit, reliable dividend payers. And Wall Street’s been none too helpful when it comes to that task.
But that’s precisely why we founded Dividends & Income Daily… To provide a free resource for everyday investors to find safe, yet attractive, income strategies and investments in this zero-percent yield environment.
Not just any income investments, mind you. Ones capable of producing large, reliable and steadily increasing streams of cash. Both now and into the future.
For decades, many of the world’s richest investors have been using income investments as the cornerstones of their portfolios. For good reason, too. Countless studies show that dividends account for a whopping 90% of total returns.
It’s finally time for everyday investors do the same.
Visit us at http://www.dividendsandincomedaily.com/
View our disclaimer: http://www.dividendsandincomedaily.com/disclaimer/
I hold a B.S. in Accounting.
"[T]he function of the margin-of-safety is, in essence, that of rendering unnecessary an accurate estimate of the future. If the margin is a large one, then it is enough to assume that future earnings will not fall far below those of the past in order for an investor to feel sufficiently protected against the vicissitudes of time."
"Needless to say, the analyst must take possible future changes into account, but his primary aim is not so much to profit from them as to guard against them. Broadly speaking, he views the future as a hazard which his conclusions must encounter rather than as the source of his vindication."
"[F]inding the really outstanding companies and staying with them through all fluctuations of a gyrating market proved far more profitable to far more people than did the more colorful practice of trying to buy them cheap and sell them dear…These opportunities did not require purchasing on a particular day at the bottom of a great panic."