Value Investor. Research Analyst.
Follow me if you are a patient investor who can weather short-term volatility.
Creator of the V20 Portfolio. Follow my analysis here: http://seekingalpha.com/article/3558556-the-v20-portfolio-introduction. The goal of the portfolio is to compound capital at a rate of 20% annually over the long-term. The market was quick to recognize the value of multiple holdings in 2015, blessing the portfolio with a time weighted return of over 40% in 2015.
If you are interested in getting a sample report from my research service please shoot me a message at john.steinberg22[at]hotmail.com. Please include your background (professional/retail) as well.
I am a high school teacher for a decade.
Before that I was an analyst (operations and financial) and for a short time a Controller
I have a B.S. with an emphasis in Accounting and an MBA (for which I studied Finance, Economics, and Management)
I passed the CPA exam on the first try and am a retired CPA in the state of Maryland.
I have a high school teaching credential and an MA in Math Education
Peter Way Associates is the only known provider of the price range forecasts of widely-held, actively traded stocks derived from the hedging activities of market-making [MM] firms as they balance big-$-fund sellers and buyers in large block trades. The price ranges offer explicit downside exposure forecasts not commonly found in publicly published investment analyses.
This is all forward-looking data, based on what the MMs will pay for protection against coming unwanted price change while temporarily committed firm capital is exposed to market risks. It is available by modest subscription cost at blockdesk.com.
The behavioral analysis involved has been performed daily since Y2K, now on over 3,000 stocks, ETFs, and market indexes. That has built an actuarial history of how market prices have subsequently behaved following several million price range forecasts, issue by issue.
That data provides a qualitative backdrop to current forecasts in terms of odds of profitable positions, size of prospective gains, credibility of forecasts, and worst-case price drawdown exposure experiences.
Peter F. Way is a veteran Chartered Financial Analyst, having taken and passed the CFA Institute’s required 3 examinations in the first years they were given, 40+ years ago.
Armed with BS in Economics from the Wharton School and an MBA degree from Harvard Business School, he has managed staffs of dozens of Investment Researchers and Quantitative Analysts for the nation’s largest bank, arbitraged index options for NYSE Specialists, and managed portfolios of hundred-million-dollar equity investments for Fortune 100 corporate pension funds and non-profit endowments.
He has been elected President of professional Investment Analyst Societies in San Diego and New York City and has served on the editorial boards of the Financial Analysts Journal and the CFA Digest. He has spoken at numerous schools and professional meetings.
Chose to walk away from the corporate world and its dogma; couldn't be happier!
I find it interesting that people seem to have strong opinions about the market like Religion when all that really matters in the end is making money (long or short).
Why do I write? Two reasons: (1) I'm grateful for the market and what it has given me, I'd like to be able to share so I may be able to help others, and (2) I hope that any inspired intellectual discussions that follows helps me improve my investment thesis and approach.
My goal? To keep us in the game with specific actionable items! Track record on published articles:
2011 : 85.6% on RIMM short; 5.3% on AAPL long
2012 YTD : 81% (closed May 2012) on AAPL long; 55.3% on MoneyBall portfolio
Residing in Colorado Springs, Colorado.
Has been trading and coaching using a self-developed option trading system for 10 years. Philosophically conservative, accurately trades weekly options with a strong risk management approach.
Well sought after by investors around the world, he teaches a minimum and hand-selected number of students each quarter how to trade his system.
Besides investing his interests are: Acoustic Guitar, Kayaking, Mountain Biking
David Fessler is the energy and infrastructure expert for The Oxford Club, one of the world’s most exclusive and prestigious networks of private investors. A prolific writer, David writes “Hot Stacked”, a focused overview of the energy and infrastructure markets appearing monthly in the Communiqué.
David has appeared on the FOX News Channel. He was one of the first journalists to break the story on the commercial real estate crash.
He’s also the managing editor of “Peak Energy Strategist”, the Oxford Club’s premium energy research service. In addition, he’s a daily contributor to Investment U, the Club’s free investment education division with more than 450,000 active subscribers. His articles are syndicated widely. Seeking Alpha has listed Dave in the group of the top 100 fastest growing authors by readership.
Before retiring at the age of 47, David served as Vice-President for Strategic Business at LTX Corporation. He was also Vice-President of Operations, Sales & Marketing for Quality Telecommunications, Inc.
His success as an investor spans over 35 years in the technology and energy sector. He has owned and operated two successful businesses.
He’s a degreed Electrical Engineer, and is a renowned specialist in the semiconductor, telecommunications, energy and infrastructure sectors.
David, his wife Anne, and their two sons, Jared and Noah live in a 200-year old stone farmhouse in northeastern Pennsylvania. An avid cyclist, David also enjoys fly-fishing with his sons, gardening with Anne, and woodworking.
Disclaimer: The Oxford Club and Investment U are entirely distinct and separate companies from Stansberry & Associates Investment Research. Their only common thread is a shared parent company, Agora Inc. Agora Inc. was named in the suit by the SEC and was exonerated by the court, and thus dropped from the case. Stansberry & Associates was found civilly liable for a matter that dealt with one writer’s report on a company. The action was not a criminal matter. The case is still on appeal, and no final decision has been made.
Michael K. Dawson forte is discovering long term themes, leveraging them thru the Stock Market and riding 'em as long as it's putting money in his pocket. Thus, the moniker Trend Rida.
Visit his site: The Trend Rida: Spotting Trends and Riding 'em to the Bank (http://www.TrendRida.com/)
Asif Suria is an entrepreneur and investor with a focus on event driven strategies including merger arbitrage and insider trading. He publishes a weekly post that includes the latest mergers and highlights the largest spreads. He also publishes a weekly post that highlights the top 5 insider purchases and sales of the week.
Asif is also one of the earliest contributors at Seeking Alpha and has been regularly contributing content since 2005.
John Petersen is executive vice president and chief financial officer of ePower Engine Systems, Inc., a company that has developed, built and demonstrated an engine-dominant diesel-electric hybrid drivetrain for long-haul heavy trucks that promises fuel savings of 25 to 35 percent depending on terrain and payload.
John is a lawyer and accountant with over three decades of corporate finance, due diligence, M&A advisory and related legal services for manufacturers, innovators and investors in the energy storage and renewable energy sectors.
Over the last eight years John has earned a global following for his articles on the energy storage and alternative energy sectors. He has contributed to AltEnergyStocks, Seeking Alpha, The Street, NASDAQ.com and Batteries International Magazine. He currently works as a senior editor at InvestorIntel.
John is a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. He was admitted to the bar in 1980 and licensed to practice as a CPA in 1981. John’s diverse experience in corporate finance, natural resource development and energy storage give him a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges of the battery industry.
Caitlin Duffy joined Interactive Brokers in 2009. In her role as Equity Options Analyst, Caitlin provides daily market commentary; highlighting various options trades, trading patterns and strategies of interest. Through Interactive Broker's webinar program, Ms. Duffy presents a number of educational, options-related events describing the theoretical pricing of options, the option Greeks as well as options strategies.
Visit: Interactive Brokers Group (http://www.ibkr.com)
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)
David Fry writes a subscription newsletter focused on technical analysis of exchange-traded funds, called ETF Digest (www.etfdigest.com). Dave founded the ETF Digest in 2001 and was among the very first to see the need for a publication that provided individual investors with information and actionable advice on global ETF investing.
We particularly like the overview of financial markets that his work provides. Even if you're not a fan of chart analysis, Dave provides insight and commentary into which global markets are "working" and why.
Specializing as a market strategist and tactician, Fry focuses on evaluating, creating and implementing a variety of ETF portfolios for individual investors and financial professionals. His philosophy and approach incorporates fundamental with technical analysis in pursuit of risk management and capital preservation especially during uncertain and volatile times.
His new eBook, The Best ETFs: U.S. Equities,is now available on Amazon Kindle. Written as a cheat sheet to only the best ETFs for you or your client’s portfolios. For those that don't have a Kindle, you can purchase the pdf here: The Best ETFs: US Equities [https://gumroad.com/l/The%20Best%20ETFs]