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Josh Young is the Chief Investment Officer of Bison Interests, an investment firm focused on publicly traded oil and gas companies. He is a value investor primarily focused on energy stocks, natural resources stocks, and companies trading a low multiples to earnings, cash flow, or book value. He previously served on the board of a small cap publicly traded oil and gas company. He has presented at numerous investment conferences, including Platts, LD Micro, Oil & Gas Money, Louisiana Energy Conference, and the Global Resources Investment Conference.
The reports that I write are my personal research and opinions. They are not associated with any firm or organization, and are not intended to be taken as investment recommendations or advice. They combine my passions of economics, finance, writing and education, and are intended mostly as educational material. I attempt to write the articles in an easy to understand down to earth style in an effort to help others with their research. This is my effort to bring understandable and educational professional quality research to the public at large free of charge.
General Disclaimer for my Articles:
BS Business, Majored in Finance and Economics, Miami University
MA Economics w/ Managerial and International Emphasis, University of Oklahoma
Past: Economics and Finance Instructor at various Universities
Past: Mutual Fund Portfolio Manager of Family of Mutual Funds
Past: CIO of Mid-Sized Investment Management Firm
Professional: CFA Charterholder
Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.
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 31 Year-Old Stay-At Home Mom, Who Enjoys Writing About And Establishing Income-Driven Strategies Within Numerous Sectors. My Husband And I Are Happily Married (January 2015) And I Currently Reside In The Greater New York Area.
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
I focus on investments in the oil & gas sector with an eye for dividend income and long-term capital appreciation. I typically allocate a portion of my own portfolio and devote some of my Seeking Alpha articles to small and medium sized companies offering compelling risk/reward propositions.
I am an engineer, not a qualified investment advisor. While the information and data presented in this article were obtained from company documents and/or sources believed to be reliable, they have not been independently verified. Therefore, I cannot guarantee its accuracy. I advise investors conduct their own research and/or consult a qualified investment advisor. I explicitly disclaim any liability that may arise from investment decisions you make based on this article. Thanks for reading and I wish you much success – Michael Fitzsimmons.
(Photo: 2010 Third-row dugout seats at Wrigley Field with my wife Sara)
I'm 25 and married with two kids. I am a Business Administration/Finance undergrad at Northern Illinois University, and have been an avid dividend investor since I began at 21. I invest to make a worry-free dividend income for my wife and children. I hope to retire at a young age (40's) and travel the world on the money people spent buying everyday things (and still do).
We are young and in school so we currently rent, but we are debt free and devote >10% monthly to investing in long-term dividend stocks in our brokerage account and Roth IRA, and contributing to the point of maximum company match in our 401(k)'s; which we only invest in equity index funds.
I have also started teaching my daughter Vanessa(6) about companies and stocks and she already knows we like when prices go down so we can buy more of something before it goes back up. When my son Elias(2) is a little older I will begin grooming him as well, because I grew up in a house (and society) where talking about finances was non-existent and I refuse to do the same for the next generation. Everyday of our children's lives they are taught by teachers and friends and parents how to tie a shoe, add, read, spell, maintain friends, clean up, talk to people, behave in public, cook, drive, and everything else we can think of, but when it comes to finances it seems like every child is on their own and sadly high school's seem to shy away from the subject. My children will be financially ready for the world long before they are out on their own, because of what I have taught them through open questions and dialogue. Financial freedom is extremely important for a lifetime of overall happiness. Maintaining a sustainable cash-flow positive household is much more important for a child to learn than being able to recite all the capitals of the world or what year Napoleon fought at Waterloo.
John E. Fitzgibbon, Jr. has been following the IPO market since 1973 as an investment banker, as an analyst and as a journalist. In a CBS News survey, Mr. Fitzgibbon was named “The Best of Wall Street” for his coverage of IPOs. He has held the following registrations: Series 7; Series 8; Series 24 and Series 63.
I am focussed on building passive income through dividend investing. My path to progress is smart saving, sound investing and income through dividends.
My blog can be found at financiallyintegrated.com.
I only look at stocks that have the possibility to double over a twelve month period and stocks in which the risk/reward ratio payout is high. In addition I focus on swing trade opportunities.
I focus more on valuations and risk/reward metrics as opposed to what make companies tick.
I have been a professional investor for over 20 years and during the past several years an economics analyst and financial writer for capital.gr, the biggest economic news portal in Greece.
I have managed money from time to time and have also done some seed venture capital projects in the past.
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 email@example.com.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum
The Parsimony community is made up of thousands of do-it-yourself dividend and income investors working toward one common goal...generating consistent income!
Our strategy is simple:1. Buy great dividend stocks at reasonable prices.2. Enhance income with conservative option strategies.3. Manage risk through diversification and exit strategies.
Our research (which includes dividend stock rankings, single stock Buy Zone reports, stock screens, and model portfolios) will give you all the tools you need to build and monitor your own DIY Dividend Portfolio and super charge that portfolio with conservative option strategies (cover calls and cash-secured puts).
For more information about our subscription services click the links below:
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Fredrik Arnold is my pen name. In 2012 I retired from doing quality service analysis for John Hancock Long Term Care Insurance in Boston then moved to North Carolina in 2013. My fascination with capital preservation, fixed fractional trading, and trading systems keeps me blogging for Seeking Alpha. Most of my articles focus on dividend yields and analyst mean 1 yr targets as stock trading indicators. These are essential tools for catching the most valuable dividend dogs.
Author of the value investing newsletter detailing the formation of the "Punch Card Portfolio" (http://valueinvestorcanada.blogspot.com/). Devon Shire is an accountant and an investor with 15 years experience managing a private portfolio. Devon Shire's preferred portfolio management style is a concentrated approach, investing only when finding opportunities that offer a sufficient discount to the intrinsic value of a business. Devon can be contacted at firstname.lastname@example.org.
During the IPO season Francis Gaskins, editor of IPOdesktop.com & director of research for Equities.com, regularly appears on CNBC TV, Bloomberg, thestreet.com & other financial cable channels. On the day of the Visa IPO he appeared on four cable TV financial shows including Bloomberg & CNBC.
Over the past five years he has been quoted over 500 times by such financial media as the Wall Street Journal, Bloomberg, Reuters, Associated Press, USA Today among others. Those quotes are available at IPOdesktop.com.
His varied personal interests include violin playing. For example, he is concertmaster of the Palisades Symphony. He also holds an MBA from Harvard Business School (finance) and an AB from Princeton University (economics).
Over forty five years of investing experience. Three Master's degrees. Retired, except for some rental real estate. Serve on three professional boards dealing with property management and regional symphony orchestras. Play in a super regional symphony orchestra and regional professional concert band. On SA to learn, have fun and tweak some egos..especially progressive dimwits.
Disciple of Harry Browne's portfolio system (income, permanent and speculative) with real estate and other income streams. It works.
I am a 1%-er.
Jack A. Bass B.A. LL.B is one of North America's foremost economists and
tax strrategists . Heforecast the dramatic rise in the price of gold and the fall in natural
gas prices abd the decline in the shipping sector( www.amp2012.com).
He writes a tax column at Your Offshore Money ( http:www.youroffshoremoney.com)and a blog as The Tax Guru.
threaten all markets as the influence of runaway printing presses will
turn on its creators - The White House and Wall Street - and then on
the folks on Main Street. We can only rely on ourselves to prepare for
the turns in economic cycles".
Jacks education includes degrees in Economics and Law. He has
completed (graduating at the top of his class) the securities course as
part of a large American retail broker. His public service work
includes the roles as government advisor to Native Indian bands as
well as being the administrator to one of the largest First Nations in
British Columbia Canada. He has also served as the Executive
Director for non-profits seeking to develop downtown business/retail
cores and for community organizations lending to high-risk business
His books include The Apprentice Millionaire Portfolio and The AMP Gold and Precious Metals Portfolio ( available from Amazon.com)
Private active investor / speculator with significant trading account. Prefer buying the stock and writing the calls as my primary strategy.
Graduated in 1978 with a BS degree in Electrical Engineering. Since then have held a variety of positions in the Oil Field Services industry. Substantial international experience. Now working and living in West Africa.
Born in 1930, Caymagnate is getting about as old as dirt. Spent the greater part of life working for wages and did no stock investing until the late sixties when I began purchasing some get-rich-quick stocks. Obviously this was NOT a good plan. Later I began listening to TV market mavens and reading a few stock advisors' newsletters to select stocks. Again.... not a good plan. Then I started using my own judgment on what might be a good investment..... and "why". I left the U.S. several years ago and now reside in the Cayman Islands. I ain't rich... but I'm enjoying life.
Just a regular guy who's worked on the land side of the E&P sector since 2007. I invest purely for myself and always seek out well-run companies with strong fundamentals and a vision for long term success.
Professor Ferdinand E. Banks (BA,MSc,PhD) is the leading academic energy economist in the world. He has published prolifically, and has lectured at eminent universities and institutions in over a dozen countries, currently serving as visiting professor of oil and gas economics at the Asian Institute of Technology, in Bangkok, Thailand. Former posts include senior lecturer at the United Nations, econometrician and commodity economist with UNCTAD, and professorial fellow at the Reserve Bank of Australia, among many others. Professor Banks has twelve books published internationally, including his latest, The Political Economy of World Energy: An Introductory Textbook (http://www.amazon.com/exec/obidos/ASIN/9812700366).
Doty WindFuels is a subgroup of Doty Scientific - a small company founded by my father 30 years ago.
We are currently developing a new energy paradigm - a process for using variable renewable energy to convert CO2 into liquid hydrocarbon fuels and chemicals. The products would be called "WindFuels", because currently wind power must often be curtailed, and that energy could instead be used to power the needed chemical reactions. But despite the name, any form of electricity will serve. Nuclear, Wind, Solar, and Geothermal all will see benefits in having a completely stabilized grid which can result from an instantaneous demand response, so we offer a desperately needed solution for all forms of renewable power. The product is carbon-neutral, or incredibly low-carbon fuels.
I am an energy market analyst who works for the Doty Scientific in the Doty WindFuels group. I am invested in Doty Scientific Inc., but have no other investments other than a diversified 401K.