At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Brian Nelson is the President of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at firstname.lastname@example.org.
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Mid 20s guy who has a hobby and passion for investing to create supplemental income for years to come. You have to start somewhere to get to where you want to be! I will be focusing in both the short and long term investing ideas! Follow me on my journey toward creating supplemental income for life! http://www.slickincome.com
We have investment positions in some of the securities we write about, and our positions are subject to change at any time. Nothing here is to be deemed a solicitation for investment nor investment advice. Please read our full legal disclaimer available on our blog. http://lazarusip.blogspot.com/
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital
ADS Insights provides insights into stocks and helps investors to make better decisions. Our writers collaborate, research, and offer their unique perspectives on various stocks in disparate industries.
Our writers from time to time may take opposing views on an investment. We may combine these viewpoints into one article or publish them separately, while letting readers know the differing opinions between the writers. If this is the case, we hope you get greater perspective and it makes your opinion on the investment in question more resolute on either side of the trade.
Forward View Consulting, located in Virginia, is not your typical investment research provider. We're never interested in hot stocks or Wall Street's darlings of the moment. Every research note and report we publish will be based on a long-term perspective and fundamental research methodologies. That's the Forward View difference. Forward View's proprietary equity valuation model underpins our stock price targets and utilizes years of historical financial statement data to produce detailed forecasts. We have formal ratings, estimates and targets on: Big 5 Sporting Goods (BGFV), Cabela's (CAB), Dick's Sporting Goods (DKS), Callaway Golf (ELY), Hibbett Sports (HIBB), MarineMax (HZO), Sportsman's Warehouse (SPWH) and West Marine (WMAR). Forward View is a proud StockViews Affiliate Partner.
Markit is a leading global diversified provider of financial information services. We provide products that enhance transparency, reduce risk and improve operational efficiency. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators and insurance companies. Founded in 2003, we employ over 3,000 people in 10 countries.
I am an avid investor who utilizes a multitude of investing techniques in making investment decisions.
I currently write for Seeking Alpha and TalkMarkets
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
Disclosure: I'm not a financial adviser. All articles are my opinion - they are not suggestions to buy or sell any securities. Perform your own due diligence and consult a financial professional before trading.
Dr. Robert N. Castellano, president of The Information Network (http://www.theinformationnet.com/), received a Ph.D. degree in solid state chemistry from Oxford University (England). He has had ten years experience in the field of wafer fabrication at AT&T Bell Laboratories and Stanford University. He has authored numerous reports for other publishing companies before founding The Information Network in 1985. He has been editor of the peer-reviewed Journal of Active and Passive Electronic Devices since 1985. He writes a monthly column in “Vacuum Technology & Coating” magazine and “Wafer & Device Packaging Interconnect” magazine. He is author of the book "Technology Trends in VLSI Manufacturing" published by Gordon and Breach. He is also a Senior Contributor to TheStreet.com. His book "Solar Panel Processing" was published in 2009 by Old City Publishing. His latest book, "Alternative Energy Technology" was published in 2012. Also in the solar area, he is CEO of SolarPA, which uses a proprietary nanomaterial to coat solar cells, increasing the efficiency by up to 10%. He had been on the Advisory Board of Principal Solar. He recently published a fictional novel Blessed, available on Amazon and other sites.
A Finance major at the Smith School of Business at the University of Maryland, College Park. Primarily interested in Equity Research. Became co-owner and co-manager of Sunspear Capital, LLC in 2014.
Three decades of experience with multiple financial instruments. Began career as a municipal bonds trader at Lehman Brothers in 1982. Held investment banking and institutional sales and trading positions at KeyBanc, RBC and BNP Paribas.
Hedge Fund Insights is a premium service tailored to long-term oriented value investors. We provide subscribers with detailed idea analysis, real-time trade updates, and portfolio composition.
"It's like having your own hedge fund analyst."
Our TipRank profile: https://www.tipranks.com/bloggers/hfi
L&F Capital Management, LLC, is a quantitative investment management group located in San Diego, California. Our investment strategy comprises a mix of earnings momentum investments and long-term value investments, utilized together to maximize profit in both short and long term scenarios. We maintain consistency in portfolio mix through our long-term value holdings, but stress flexibility in portfolio mix from our daily earnings momentum investments. We believe this mix of flexibility and value generates both short and long term profits while reducing exposure to market volatility. We strive to generate optimal portfolio asymmetry. L&F also provides Equity Research through Seeking Alpha. For more information, visit www.lfcapitalmanagement.com.
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.
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Leigh Drogen is the Founder and CEO of Estimize. Estimize is an open financial estimates platform which facilitates the aggregation of fundamental estimates from independent, buy-side, and sell-side analysts, along with those of industry experts, private investors and students. By sourcing estimates from a diverse community of individuals, Estimize provides both a more accurate and more representative view of expectations compared to sell side only data.
Leigh started his career as a quant trader at Geller Capital, a White Plains, NY based fund where he ran strategies that looked at earnings acceleration and analyst estimate revision models, as well as price momentum and several sentiment indicators.
Leigh later went on to be the founder of Surfview Capital, a New York based asset management firm that used many of the same strategies as Geller Capital, with a focus on higher beta names on an intermediate term time frame.
His educational background includes focus in economics and international relations, specifically war theory. He is a graduate with honors from Hunter College in New York City.
You can contact Leigh by emailing him at Leigh@estimize.com