Zach is a biotech investor with PhD training in Biochemistry and Molecular Biology. In real life, he is a scientific writer specializing in continuing medical education. He hopes to provide a crucial piece of total due diligence as well as interesting insight into clinical findings that may impact readers' portfolios and lives.
I have a B.S. in Chemical Engineering from the University of Maryland and have worked on FDA clinical trials in the medical device industry for the last 10 years. I have more than 25 years investing experience.
I am an individual investor. My research in some companies has inspired me to use advanced trading strategies such as options/option spreads in order to achieve higher gains without drastically higher risk. I have a preference for investing in technology oriented industries. I write on seeking alpha simply to explain my reasoning behind positions on specific stocks. Since I tend to follow a few companies at a time closely, my positions are based on extensive knowledge of the stock and the company (reading 10-Q's, daily articles, quarterly reports, press releases, watching interviews and presentations, consulting owners of the product of the company, etc.). I write on Seeking Alpha to explain a thesis that I have developed about each stock.
AtonRa Partners is an independent equity research and asset management company. Our approach is based on a deep knowledge and understanding of market dynamics and focuses on adding value to clients' portfolios via thoroughly checked proprietary information and data sources. We cherish a "speak our mind" approach in our reports (accessible at http://www.atonra.ch). We are also part of Euro IRP ("European Independent Research Providers", see http://www.euroirp.com/members/).
BA Philosophy with a focus on epistemology. I have only been investing since March of 2013. I'm self taught. Anything I may write here on Seeking Alpha is purely to inform others and is not meant as investing advice.
Ms. Williams is a Certified Public Accountant whose writing will focus on analyzing financial statements and their implications for investors. She holds an MBA from the University of Miami and a BA from the University of Virginia.
Russ Koesterich, CFA, JD, Managing Director and head of Asset Allocation, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He serves as a member of BlackRock's Americas Executive Committee.
Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, Mr. Koesterich was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business. Previously, he served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of two books, including his most recent "The Ten Trillion Dollar Gamble."
Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. He is a CFA Charterholder.
We try to provide unbiased, balanced and helpful insight into long-term prospects of the businesses we follow. We mainly base our analysis on the fundamentals and assess the long-term growth potential of the companies. In addition, we also analyze the dividend stability of different companies, and try to assess the future cash flows in order to gauge dividend growth potential.
You can also follow us on twitter here:https://twitter.com/IAEResearch
Stephen Simpson, CFA, is a freelance financial writer and investor.
I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement".
I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell.
I don't share my models, so please don't ask.
More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
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.
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
I am the founder of MarketEyewitness.com, a financial blog that I started in August 2012. On this blog, we research equities, industries and other economic indicators. Currently, Market Eyewitness is geared towards covering futuristic trends such as 3DPrinting, Robotics, Internet of Things and Social Media.
I graduated magna cum laude from the Zarb School of Business at Hofstra University with an undergraduate degree in finance. I received my MBA from the Binghamton University School of Management in August 2013.
You can follow me at my New Twitter handle: http://www.twitter.com/write4lyfe or at my blog's Twitter handle: https://twitter.com/MKTEyewitness.
You can also check out my Google+ page = https://plus.google.com/u/0/+AndreWaldronatMarketEyewitness/posts
Individual investors should feel free to message me privately about my real-time subscription service, which is very affordable. That is also included with my short idea product for institutional investors, here on Seeking Alpha.
For a better mobile experience on Seeking Alpha click the top right menu icon on most browsers and select "request desktop site".
I am a former financial communications programmer, turned full-time investor. I began investing in the mid-1990s, looking for a way to achieve early retirement. (A goal in which I have succeeded, if you don't consider full-time investing a job.) I took a scientific, experiment-based approach rather than a studious one. I feel that this approach, combined with my extensive programming work in financial markets and directly with traders has given me uncommon contrarian insight into what really drives market dynamics.
To that end, my articles will center around stocks and their derivatives because that's where I have the most experience (over 20 years). I may occasionally comment on currencies, where I believe I have a sound academic knowledge, but less trading experience.I will always refer to a company by name or some abbreviation thereof. By contrast, I will refer to the stock a company issues by its ticker symbol. I think it can be important to differentiate between the two.
Author of the critically acclaimed book, "Taking Charge With Value Investing (McGraw-Hill, 2013)" and the premium subscription service "Tipping The Scale" (as seen below). An analyst that ranks in the top 4% on both tipranks.com and Motley Fool CAPS for stock picking performance.
Tipping the Scale members gain access to the TTS Portfolio Tracker. Here, members see what I am buying and selling the minute it happens, along with what I have owned, bought, and sold historically. These are just a few of the features on the TTS Portfolio Tracker.
Tipping The Scale is an equity research platform that uses a numeric scale instead of the traditional "Buy, Hold, Sell" to identify the best investment opportunities in the market. Stock coverage is determined by market catalyst, and every company goes through a vigorous test in 10 different categories. The higher the total score, the bigger the upside. In addition, Tipping the Scale also provides a number of portfolio strategies to hedge the volatility of the market and protect from downside.
Check out my instablog for more information on the popular research service Tipping the Scale, including performance information, benefits, and how it all works.
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.
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.
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.
I am a computer engineer with keen interest in the stock market. I am a fan of Warren Buffet and Peter Lynch. I will try to cover various sectors, especially technology, consumer goods and services, and healthcare.
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 19-year old daughter, Wei Elizabeth Gordon.
StockMatusow.com Writers are:
Scott Matusow; Team Leader, owner and founder of StockMatusow.com.
Scott is an independent investor/writer/trader and team leader of StockMatusow.com.
He has have about fifteen 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.' Scott uses his ability to read situations and emotion, charts, times and sales, historical data, and macroeconomic and other market forces to predict stock price movements. Using these allowed for him to completely divest his own and family's money near the top of the market before the 2008 financial crisis.
Scott has his own online talk show which can be heard at www.scottmatusow.com/radio .
During market hours, we engage in talk about Stocks and Politics. After hours, Scott engages in a variety of talk issues from Poker, Sports, Politics, Current Events and whatever the chat room people wish to talk about.
Other places you can follow Scott are:
Kyle Dennis; writer, analyst, trader, website design, and team member of Stockmatusow.com.
Kyle has a Biology degree from the University of California Los Angeles (UCLA) and specializes in trading the biotechnology sector.
Kyle has extensive experience in researching, writing, and editing articles that have been published in scientific journals. He uses these experiences to write and comment about the potential of various biotechnology companies. Kyle specializes in evaluating trial success, drug potential, and market valuations.
As an investor/trader, Kyle likes to focus on chart analysis and investor/trader sentiment to identify good entry and exit points.
Kyle can also be followed at www.twitter.com/kylewdennis @kylewdennis
Michael Kovar; writer, editor, investor, trader and team member of stockmatusow.com
Michael has spent over ten years in financial roles with companies large and small. Recently, he spent time in a consulting role with Thomson Reuters legal headquarters in Eagan, MN. He currently works in an analyst position with a healthcare organization. Since 2011, Michael has worked with Scott Matusow to help research and edit articles for Stockmatusow.com.
Michael can be followed at www.twitter.com/MMK_3399 @MMK_3399
I specialize in Biotech companies. After following the sector for many years, it's my belief that a logical analysis of publicly disclosed information on a Biotech company often includes sufficient data to draw the parallels necessary to invest intelligently.
I graduated from the University of Toronto with a BComm and am now working on developing a partnering business to help get the word out on disruptive investments. I want my research to provide timely and conclusive investment ideas that intend to deliver attractive yields to investors.
Keep updated with me on Twitter:
I enjoy following and capitalizing on investing opportunities primarily in the tech and healthcare industry. Most of my free time is spent conducting research on small-to-mid cap equities using a combination of fundamental data analysis and technical studies to come to conclusive results. I manage some money that I invest according to the above technique to ripen my exposure to the financial world.
Previously, I spent some time working for a major commercial construction company where I was responsible for running the back office, occasionally overlooking data and logistics. Most of my time was spent in a financial controller capacity.
I write because I believe in sharing my findings and opinions with those interested so they may come to their own conclusions and in turn spark an intelligent and beneficial discussion.
Interested in connecting? Shoot me a message
Kiran is an independent research consultant in the areas of volatility-based and leveraged instruments, including several proprietary strategies.
His services include hypotheses generation, back-testing, risk/return analytics, and predictive modelling for proprietary trading strategies, as well as research consulting in the above areas. Expected and realized returns for his 2 flagship strategy portfolios exceed 100% on an annualized basis, while maintaining expected and realized Sharpe ratios over 3 times higher than the S&P 500. Kiran was mentored by Wall Street research veteran Mark Gomes. Alongside Mr. Gomes, he brought Wall Street level research to retail and institutional investors through PTT Capital's flagship newsletters.