Self employed Australian IT management consultant living in Hong Kong, investing globally, but primarily Australia, HK, Europe and the US. I used to be a long term buy and hold investor, but since the last great recession I have migrated to an approach that balances broader macro economic factors with a disciplined approach to maintaining a portfolio of cheap stocks. As soon as the valuation of individual positions approaches my view on fair or moderately over-valued, I take profits and either look for the prices to come down again, or recycle cash into cheaper high quality opportunities.
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.
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Kevin Wilde is the chief trading strategist at alphaking.com and a Marketocracy.com Master. Investors can follow his trading advisories via his Daily AK newsletter, or have their money run for them via Marketocracy.com money management services, where Kevin's trades will be automatically entered.
I spent many years working in various analytic jobs and trading on Wall Street. For nine of those years, I traded junk bonds for a large bank. I have an MBA from the University of Chicago, with a concentration in accounting and finance. Currently I co-manage a precious metals and mining stock investment fund in Denver. My goal is to help people understand and analyze what is really going on in our financial system and economy.
Individual trader investor. Mr Montes is an independent analyst and commentator for the Equity Management Academy.
The Equity Management Academy (www.ema2tradelivesignals.com) is a virtual online trading school and LIVE Trading Room committed to providing traders with the latest market intelligence, trading tools and technology to successfully navigate today’s markets.
We provide reliable and timely directional information through the application of a new and innovative proprietary trading tool called, The VC Price Momentum Indicator.
The VC Price Momentum Indicator was created when we realized conventional market indicators were unreliable and, for the most part, entirely inaccurate. This realization began his exhaustive search to find a consistently accurate trading tool. After years of research and testing, a new and innovative trading tool was created: The VC Price Momentum Indicator.
By combining several mathematical systems, we created a proprietary indicator. The VC Price Momentum Indicator is not only able to identify cyclical turns, but also measure the velocity between cyclical turns. In other words, it measures the momentum or acceleration of the trend within the cycle in a timely and accurate manner.
The VC Price Momentum Indicator is applicable to short, intermediate and long-term market trends.
Came of age as tricky Dick separated USD from gold and poofed the petro dollar.
Today, in my seventh decade, and able to write, I was fortunate to report on what interested me; silver & gold and critical resource mining, and the people in the shadows of the head frames with skin in the game. Capitalism is a favorite power tool though it doesn't cut it like it used to. Proponent of sound money, actual free markets, and long walks on the beach.
Motto: buy and hold physical silver.
Inactive of late because I don't advocate buying stocks - of any kind, but that's just me.
Wishing everyone peace and prosperity in the times ahead.
James Gruber is a 15-year veteran of Asian financial markets. Through this time, James has covered Asia as a leading Fund Manager, stockbroking analyst and journalist. Most recently, he spent two years as a Portfolio Manager for Asian Equities at AMP Capital, which manages Asian and China A-share funds totalling US$1bn. The performance of the China A-share fund was ranked no. 1 globally over one and two years during this time there.
For five years prior to this, James was a Research Analyst at Asian brokerage, CLSA, where he covered multiple sectors in Hong Kong, Singapore, Australia, Malaysia and Indonesia. He was the no. 1 Asiamoney ranked analyst for the materials sector in Indonesia in 2007. He was also ranked by Asiamoney as the 13th best overall analyst in Australia in 2009.
And in a former life, James was a television and radio news journalist at the Australian Broadcasting Corporation. He founded Asia Confidential in July 2012.
James is a highly sought-after contributor to financial publications including Forbes, Zero Hedge and Financial Sense as well as a regular guest on CNBC.
He is also an occasional contributor to the highly regarded institutional research firm, Forensic Asia.
Dr. Ahanotu is a graduate of Stanford University with over twenty years of experience doing analytic modeling, executing pricing strategies through price optimization, and implementing, developing, and selling enterprise software. He adds to this industry experience another five overlapping years of research in knowledge management and organizational learning. Duru Ahanotu, Ph.D. founded Ahan Analytics, LLC to deliver sustainable, data-driven approaches for improving business performance. He recognizes the unique challenges companies face in leveraging their data to increase revenues, become more efficient, and drive profitability.
Before launching Ahan Analytics, LLC, Dr. Ahanotu was last a Sales Consultant in the Advertiser and Publisher Solutions (APS) group within Microsoft Advertising. In this capacity, he provided product knowledge, functional expertise, and technical support to APS account executives who sold APS’s suite of media monetization products. He led product demonstrations and increased the productivity of the sales team by training and certifying employees on the use and demonstration of the software. Dr. Ahanotu took on this role after Microsoft acquired his former employer Rapt, Inc. Rapt provided software solutions for maximizing revenue and yield for online media publishers.
With Rapt, Dr. Ahanotu last served as an Engagement Manager for a software implementation for a $100 million on-line publisher with a rapidly growing business. With his project team, Dr. Ahanotu created and coordinated novel approaches to inventory forecasting, structuring of product hierarchies, and ETL across software systems for order management, advertising delivery, and Rapt’s software. He also generated a step-by-step methodology for interpreting and using the results of price optimization.
As a Solutions Architect, Dr. Ahanotu served as the lead Solutions Consultant on client engagements and provided technical assistance and guidance to Solutions Consultants on other projects. Dr. Ahanotu designed and implemented price optimization solutions, demonstrating expertise in mathematical modeling, pricing, data analysis, SQL, and relational data models. He led discussions with customers and internal teams to improve implementation processes and product design.
Dr. Ahanotu held oversight responsibility for the analytic modeling for two projects using Price Director, Rapt’s price optimization software. Each project supported pricing decisions in Fortune 50 businesses: one business was a leading online media publisher, and the other was a rapidly growing technology company in a low margin business. Dr. Ahanotu helped the latter client integrate Price Director into pricing workflow. As part of this first-ever client implementation of Price Director, he worked closely with Product Management, Analytic Development, and Software Engineering to ensure that early-stage product functionality met client needs.
Dr. Ahanotu contributed several new methodologies for implementing Price Director analytics and conceptual frameworks for training clients on these analytics. He is a contributor on a related Rapt patent: “Method and System for Producing Optimized Prices for Products for Sale.” Dr. Ahanotu presented a white paper on the pricing of New Product Introductions at the 2006 INFORMS Annual Meeting. The Professional Pricing Society published this paper in The Journal of Professional Pricing (Vol. 16, No. 1, First Quarter 2007) as “Pricing New Products: Turning Portfolio Uncertainty Into Profits.”
Prior to Rapt, Dr. Ahanotu was a consultant with Integral, Inc, a small strategic management consulting firm. During his three-year tenure, he consulted on product development and technology strategy focused on high tech and pharmaceutical companies. Prior to Integral, he developed mathematical programming algorithms for managing and optimizing “Y2K” projects as an independent contractor. Prior to this work, he implemented expert systems for diagnosing and troubleshooting automotive and semiconductor manufacturing equipment as a Business Solutions Project Manager and Consultant for Expert Edge, Inc.
Dr. Ahanotu earned a Master’s and Ph.D. in Engineering-Economic Systems (1999), a B.S. in Mechanical Engineering, and Honors in Values, Technology, Science, and Society (1991) - all at Stanford University.
I'm an asset manager at Hebba Alternative Investments with a focus on real assets. In my articles I like to focus on events that affect the macro environment for assets (especially gold and silver), and also introduce readers to different metrics that I believe are under-utilized when assessing investments.
On a more personal note, I'm a firm believer that there can be honesty, morality, and integrity in finance (though its rare) and i'd like to believe that I stick to those principles. Thus I never "pump and dump" stocks, I always list the securities we own, and I take it very seriously when I recommend a company - I do not want to see any investors/readers lose money because of my recommendations.
I'm not always right with recommendations, but investors and readers can know that I always tell the truth (there is no deception) and I eat my own cooking as recommendations are either always owned OR the reason I dont own them is given (usually related to restrictions on stocks I can buy).
Advising people in financial matters is a serious issue and integrity is much more important than money to me, but I do believe both can co-exist. You live with money, but after your death you only have your morality and integrity and thus i've made my choice between the two. A bit philosophical for a bio, but I dont think there's a better way to give investors my background than that.
We offer investors a free weekly email list detailing gold, silver, and general economic markets which you can sign up for at: http://www.communitysynergy.com/subscribe/hebbainvestments_subscribe.html
M. Kevin Flynn has held the Chartered Financial Analyst designation since 1992. He is the President of Avalon Asset Management Company, a Registered Investment Adviser, and has worked in the investment industry since 1983.
Avalon's MarketWeek, a weekly newsletter written by Mr. Flynn and covering the stock market, economy and individual stocks has been published continuously since April 2007. For subscription information please send an email to firstname.lastname@example.org
Careered primary in healthcare equities and finance. Held board seats in 15 companies. MBA in Finance & Quantitative Analysis; BS in Mathematics and Economics. Interests include: continued hegemony of the USA and our allies, improving our political system to minimize the pursuit of foolish policies, improving our educational system, better debates of conservative vs liberal vs libertarian ideas, limitations of economic policies in a capitalist society, limitations of science, long term investing, market psychology, Godel's Theorem, Dark Matter, Dark Energy, Chaos Theory, exposing faulty-logic and half-truths, catching my own foolish mistakes, etc.
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QTR's ARTICLES ARE BOUND BY SA'S CONTRIBUTOR POLICY IN ADDITION TO THIS ENTIRE LENGTHY, YET EXTREMELY PERTINENT ADD ON DISCLOSURE, WHICH SERVES AS BOTH A STANDALONE DISCLOSURE AND AN AMENDMENT TO ANY AND ALL DISCLOSURES ALREADY PRESIDING OVER SEEKING ALPHA:
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QTR most always holds a position in any of the securities profiled in his pieces and he constructs his SA disclosures in accordance with SA's Contributor Policy, to the best of his knowledge in order to maintain transparency and also to uphold and respect pertinent securities laws. QTR may or may not report when a position is initiated or covered. Each investor must make that decision based on his/her judgment of the market.
I am not a stockbroker or financial adviser. I am a casual investor making casual observations for the purpose of discussion and open communication and analysis of companies and stocks. All articles are my opinion only and are not suggestions to buy or sell any equity, bond, option or other financial instrument. QTR may have long or short positions in any tickers mentioned at any time and reserves the right to open, close, or modify positions at all time without notice. My conclusions are the result of my personal due diligence and have been wrong in the past. There are tons of unqualified people out there offering up financial advice and its your responsibility to sort through the BS. You don't hit the button to fill my orders and I don't hit yours, so no whining or praising over stocks covered by me.
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Most recently, Markos Kaminis predicted the stock market correction of 2015 through a series of prescient reports in August. (see proof here: http://seekingalpha.com/article/3482226-investor-who-predicted-the-stock-market-correction-offers-an-update ) Markos warned his followers to stop buying dips in stocks, raise cash levels for a near-term collapse and special buying opportunity, and he suggested aggressive investors or those in need of portfolio hedge use a volatility instrument to do so. He profited 30-fold in a matter of days on his contrarian view in August.
Markos N. Kaminis generated a 23% average annual return on "Strong Buy" stock selections over 5 years and ranked 2nd among a group of 60 analysts in-house as a Senior Equity Analyst over a seven-year period at Standard & Poor's. After proving his value in-house, he was promoted into a special role as an idea generator, supporting the portfolios of institutional clients as well as driving performance within S&P's recommended lists and portfolios. At times, Markos was responsible for up to 10% of the firm's entire "Strong Buy" list and is due a great deal of credit for the group's outstanding performance during his tenure.
Markos followed a group of 30-40 Small and Mid-Cap firms, and was charged with finding new buy and sell candidates across industry sectors. He generated a 23% average annual return over five years on his "Strong Buy" recommendations, and 26% over three years ended 2004. He was ranked 1st of 60 analysts in-house for his "Strong Buy" performance over 4 years (2nd over 5).
Markos also authored IPO research and wrote for high-level newsletters, The Outlook, Equity Insights and Emerging Opportunities, as well as for BusinessWeek Online. He represented his firm as an analytical expert commentator for major media, including television, Internet and through quotes and interviews in reputable publications.
What I want you to know about my plans: After witnessing the worst of Wall Street firsthand and having the ideal vision of my childhood career choice corrupted by reality, I almost switched to full-time charity work at age 40 and still have plans for a non-profit. However, I've since determined to put my stock selection skills, earned through blood, sweat and tears, to better use, and to make my own way. I've determined to give investors something rare, a dignified partner who can manage money with integrity and a clear conscience about the degree of due diligence behind investment decisions... someone who cares more about your money than your wife. I hope readers will become followers of my column here & at my blog, so that when our numbers are substantial, we might start an investment fund or two.
Prior to his Wall Street career, Mr. Kaminis spent time in the back-office, as a mutual fund accountant, where he managed for a time the work of two men. Before this, from age 11 to age 25, he worked as a carpenter's apprentice and carpenter with his father, in both commercial and residential projects. Mr. Kaminis has an intimate knowledge of the real estate and construction market, as well as the restaurant industry. However, as a generalist stock analyst, he showed the ability to learn any and the most complicated of industries in short time - and he gamed every challenge presented to him.
Mr. Kaminis earned his MBA at the Katz Graduate School of Business at the University of Pittsburgh, and his BA at Temple University in Philadelphia. However, Markos has been studying the stock market since age 13, when he determined his career path. He made his first investment at age 16, and funded much of his undergraduate education with the proceeds of his investing success.
Mr. Kaminis continues to keep busy forecasting the economic path and securities market activity. Markos is considering the eventual start-up a long/short capital appreciation hedge fund. Such a fund would limit risk through beta reduction, using a diversification strategy targeting sector & industry and long & short position inclusion. At the same time, Markos' theoretical fund would seek maximum capital appreciation through the exploitation of Mr. Kaminis' inherent economic & market discernment gift and proven stock selection skills. Mr. Kaminis also has a team of a select few analysts, technicians, strategists and economists that he has been impressed by over the years, which he expects to tap for the project when the time is right. Mr. Kaminis welcomes your interest in such a potential forward effort, and looks forward to discussing his plans with those appropriate and within legal constraints.
Markos is involved in very early stage entrepreneurial efforts in the testing of certain business models, all of which he intends to tie to a planned non-profit project. The tie will be that the businesses will give employment opportunity to individuals who would otherwise have difficulty finding gainful employment. It will house and heal the homeless, ex-convicts, those completing rehabilitation efforts for drug and other addictions, and others in need of help.
Markos is currently Directing the widely syndicated blog he founded, "Wall Street Greek," and is writing for other well-known publications besides advancing several businesses. Markos' column is syndicated across sites like the Boston Globe, Kiplinger Magazine, UPI and other reputable newspaper and TV websites, as well as private networks, Amazon Kindle, iPhone and more. In the past, he has written for RealMoney.com, Motley Fool and others. Requests to research specific companies are welcome, as we serve our readers. You may contact us via the blog contact info.
Mr. Kaminis welcomes you to follow him here at Seeking Alpha, where he is proud to be a long-time contributor to this strong team of writers. He considers the Seeking Alpha team and management close friends, and for you, people worth knowing and following.
Visit his site: Wall Street Greek (http://www.wallstreetgreek.blogspot.com/)
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.
Ashraf Eassa is a technology specialist with The Motley Fool. He writes mostly about technology stocks, but is especially interested in anything related to chips -- the semiconductor kind, that is.
I am the founder and editor of Investment Directions. My career has been managing and consulting to multi-billion dollar funds. Using the widely accepted “multi-manager” approach, I have worked with top investment managers throughout the country, gaining a high level of expertise.
My career has spanned many market environments, and I have hands-on experience searching out opportunities and avoiding risks in all of them. I now devote my time to Investment Directions, with the goal of helping investors further their understanding and improve their investing skills.
I am currently serving on: The AAUW Investment Advisers Committee and The City of Vista Investment Advisory Committee.
Old Trader is a 63 year old private investor, managing a retirement portfolio constructed to a) generate a high current yield, b) preserve capital, and c) increase capital. His methodology involves taking a "top down" macro view to identify favorable trends, and then engage in fundamental analysis at the company level to identify "best of breed" companies that will benefit from those trends. He employs some simple TA to help determine favorable entry and exit points for positions.
The ultimate goal is the construction of an "absolute return" portfolio, fully recognizing that such a portfolio will lag in a strong bull market, but will result in much smoother returns, a characteristic he feels is critical for retirement accounts.
Founder and moderator of Chicagoland Investors' Group. Monthly Sunday brunch meetings to discuss markets and investing/trading strategies.
I can be reached at email@example.com
Joseph has been an analyst, investor, and student of economic theory; money and banking; and statistical methods for evaluating and implementing risk/reward trading algorithms since 1972. Joseph is also an occasional contributor to financial publications and his essays are frequently cited by other financial websites and publications.
Since the end of the Great Recession, Joseph came to recognize that traditional methodologies for forecasting economic growth and investment asset pricing are no longer of value, and a broader understanding of the post Glass Steagall, financially engineered world that has driven markets and economies since the turn of the century is required today.
He has a good grasp of Shadow Banking, High Frequency Trading, and Dark Pools, and their impact on today’s markets. He has also spent considerable time understanding the new global paradigm of central bank involvement in experimental policy designed to better control economies.
Joseph doesn’t subscribe to a specific school of theory on economics. Rather, his thinking is based on a combination of the Classical School, the Austrian School, and the Keynesian School. He even sees the writings of Karl Marx as particularly instructive.
Joseph is particularly fond of the following quote from Albert Einstein and sees his own work as driven by that same passionate curiosity that Einstein refers to:
“I have no special talents. I am only passionately curious.”
Coming in a close second in terms of favorite quotes that express his views, Joseph embraces Lord Acton’s views expressed here:
“The danger is not that a particular class is unfit to govern.
Every class is unfit to govern."
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.
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/