Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A. Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary. Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications. "One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher. Identifying these opportunities has generated shareholders and investors thousands of percentage points in aggregate and is something I’m often recognized by paying subscribers for."
James Cordier is the founder of OptionSellers.com, an investment firm specializing exclusively in selling options. He is also author of McGraw-Hills The Complete Guide to Option Selling - recently published in it's 3rd Edition. James' market comments are published by several international financial publications and worldwide news services including CNBC, The Wall Street Journal, Fox Business, Reuters World News, Bloomberg Television and MarketWatch.
WisdomTree launched its first ETFs in June of 2006, and is currently the industry's fifth largest ETF provider.
The WisdomTree Seeking Alpha profile will feature content by some of our leading analysts including:
Luciano Siracusano is WisdomTree's Chief Investment Strategist and Head of Sales. He is the co-creator with CEO Jonathan Steinberg of WisdomTree's patented Indexing methodology and has led the firm's sales force since 2008. Luciano is a regular guest on CNBC and FOX Business, and speaks frequently on ETFs, indexing and global financial markets. A former equity analyst at ValueLine, Luciano began his career as a speechwriter for former New York Governor Mario Cuomo and HUD Secretary Henry Cisneros. He graduated from Columbia University with a B.A. in Political Science in 1987.
As WisdomTree’s Director of Research, Jeremy Schwartz offers timely ideas and timeless wisdom on a bi-monthly basis. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also the co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” and the Wall Street Journal article “The Great American Bond Bubble.”
Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. He is involved in creating and communicating WisdomTree’s thoughts on the markets, as well as analyzing existing strategies and developing new approaches. Christopher came to WisdomTree from Lord Abbett, where he worked for four and a half years as a Regional Consultant.
Rick Harper serves as the Head of Fixed Income and Currency for WisdomTree Asset Management, where he oversees fixed income and currency products developed through our collaborations with the BNY Mellon Corporation and Western Asset Management. Rick has over 19 years investment experience in strategy and portfolio management positions at prominent investment firms. Prior to joining WisdomTree in 2007, Rick held senior level strategist roles with RBC Dain Rauscher, Bank One Capital Markets, ETF Advisors, and Nuveen Investments.
Bradley Krom joined WisdomTree as a member of the Fixed Income and Currency team in December 2010. He is involved in creating and communicating WisdomTree’s thoughts on currency and fixed income markets, as well as analyzing existing and new fund strategies. Prior to joining WisdomTree, Bradley served as a senior trader on a proprietary trading desk at TransMarket Group.
Tripp Zimmerman, Research Analyst
Tripp Zimmerman began at WisdomTree as a Research Analyst in February 2013. He is involved in creating and communicating WisdomTree’s thoughts on the markets, as well as analyzing existing strategies and developing new approaches. Prior to joining WisdomTree, Tripp worked for TD Ameritrade as a fixed income specialist. Tripp also worked for Wells Fargo Advisors, TIAA-CREF and Evergreen Investments in various investment related roles. Tripp graduated from The University of North Carolina at Chapel Hill with a dual degree in Economics and Philosophy. Tripp is a holder of the Chartered Financial Analyst designation.
Jonathan Steinberg, CEO
Prior to establishing WisdomTree, Jonathan founded, and served as Chairman and CEO of Individual Investor Group, Inc. From 1998 to 2004, he held the role of Editor-in-Chief of Individual Investor and Ticker magazines. Before his entrepreneurial accomplishments, Jonathan was an Analyst in the Mergers & Acquisitions division at Bear Stearns & Co. He attended The Wharton School at the University of Pennsylvania and is the author of Midas Investing, published by Random House in 1996.
Zach Hascoe, Capital Markets
Zach Hascoe began at WisdomTree in August 2010, and works directly with David Abner, Head of Capital Markets. The Capital Markets group is involved in all aspects of the WisdomTree ETFs including product development, helping to seed and bring new products to market, as well as trading strategies and best execution strategies for the client base. Zach works closely with the trading and liquidity community and does analytics on ETF baskets and the capital markets. He is a frequent contributor to the WisdomTree blog on topics related to the capital markets, liquidity, structure and best execution. In addition, he manages the hedge fund relationships for the firm. Zach received a B.A. from Bucknell University and was Captain of the Bucknell Tennis Team.
Jeez, there is a tempting devil-on-my-shoulder whisper to come across as a grumpy older investor. Yes, I walked 5 miles to school in the snow and barefoot most of the time. But I've always been a fundamentalist who was impressed by a reasonable 'story' or thesis for a particular company. Having made a lot during dot.com days and then watch too much of it slide away, I will happily listen to the rose-colored glasses version of events and then do my own revisions as to why American Motors will NOT be making a comeback.
Currently, I like non-commodity tech and energy stocks. I used to like smaller companies but the odds of them getting acquired or squished is about even, so they better have a great and unique advantage.
I'd love to say I was a buy-and-hold kinda guy but the truth is I do get impatient. Having heard it too often, I don't like a management excuse of the sales being soft because of deals that didn't get closed in the final few weeks. Like most of you, I will make exceptions to that if the story is right. And that is what we're here for, sniffing out our version of truth among the piles of information. Like a meal in a vegan restaurant, not all of it is good!
J. Bradford DeLong is a professor of economics at the University of California at Berkeley, chair of its political economy major, a research associate of the National Bureau of Economic Research, a visiting scholar at the Federal Reserve Bank of San Francisco, and was in the Clinton administration a deputy assistant secretary of the U.S. Treasury. You can learn more about his website (http://delong.typepad.com/sdj/about_this_website.html/), visit his home page (http://delong.typepad.com/main/), visit his principal weblog (http://delong.typepad.com/sdj).
Portfolio Manager, Puplava Financial Services, Inc. - Registered Investment Advisor
Registered Representative, Puplava Securities, Inc. Member FINRA/SIPC
Chris graduated magna cum laude with a B.S. in Biochemistry from California Polytechnic State University, San Luis Obispo. He joined PFS Group in 2005 and is currently pursuing the designation of Chartered Financial Analyst. His professional designations include FINRA Series 7 and Series 66 Uniform Combined State Law Exam. He is the lead portfolio manager of PFS Group's Dividend Growth Managed Account, Strategic Real Return Managed Account, and the Precious Metals Managed Account. Chris also contributes articles and Market Observations to Financial Sense.
Chris utilizes a top-down approach with an emphasis on macro economics while also taking key inputs from the market to formulate an investment narrative and structure portfolios. Chris utilizes a strict disciplined risk management system to protect client capital for all market conditions.
Years Investing: 28
- Primarily Equities Long Investment
- Some experience in Options trading
- Professional experience in nat gas purchase/management
Education: BBA Accounting / MBA Finance
Senior Management in Manufacturing Company
I'm a partner in an Oil and Gas Commercial Consulting firm and have over 18 year experience in investment and oil and gas analysis. I'm a Chartered Alternative Investment Analysis and a Statistician.
I run the alternative investment arm of the firm, which invests the capital of the firms partners for retirement.
Finance Commodity Asia 2013
Moon Kil Woong is currently a VP at a SME. Previously he was a tech stock consultant, VP of Research at ING, and sell side Director at Crédit Agricole Indosuez. Moon Kil Woong has a Masters in Public Administration from SJSU.
Have a BA Economics, concentration in Accounting/Finance. Started as a CPA with what is now PWC, held a number of increasingly responsible financial management roles with several large publicly held manufacturing corporations. Retired in 2014 from my position as Segment CFO with a fortune 500 company, oversaw ~$1.2bn revenue of companies in diverse industries. Gained significant experience in financial analysis, planning, accounting, treasury, and M&A during my career. Knocked around the oil patch some in Oklahoma in the 1980's, helped my Father In Law with his small oil business.
Invest in a variety of income producing investments to support retirement. Mainly domestic REITS & MREITS, MLP's, Gas & Electric Utilities, MUNI's, some BDC's and High Yield. Trade mainly to position portfolio or take advantage of what I perceive to be mis-pricing situations. Mainly Long, except for occasional forrays into energy.
I am not a finance professional, but am working towards becoming one. I have a Masters Degree in Engineering from the University of Massachusetts. Investing and studying the markets and the economy are hobbies that I live each and every day. I contribute articles to Seeking Alpha primarily to consolidate and organize my own thoughts and share my knowledge and research.
Drawing from my background in corporate and political research, and experience as a personal investor, I approach each investment as a unique story whose short term trends and long term narratives can provide great opportunity for capitalization.
Chris Damas' contrarian equity research is broad based and covers energy production and infrastructure, metals, agriculture, chemicals, forestry, industrials, telecoms, retail, technology, financials, transports, renewables and special situations as well as US MLP's. Chris managed the second largest preferred share portfolio on Bay Street during the 80's and also follows currency and fixed income markets closely. His investment universe is broad and he spends most of his time hunting for actionable trade ideas and long term investment opportunities. His investment thinking and trading activity are now only available by subscribing to the US and Canadian versions of The BCMI Report (trademark) and The BCMI Flash (trademark) which are issued at least weekly and more frequently when opportunities and market conditions demand it.
My name is Joe Marwood and I am an independent trader and writer with 6+ years experience trading stocks, bonds, commodities and futures. I trade small cap stocks using a semi automated model. I am also concerned with macroeconomic trends and longer term investing strategies.
Formerly in Aerospace/Defence propulsion area, I made a transition to energy/environment in 1995 to work on renewable energy. Specifically, biomass thermochemical processing into standard drop-in transportation fuels, like high-octane gasoline. I have founded Transmediair, Inc (later renamed Primus Green Energy, Inc) in New Jersey. I am the architect of Primus' proprietary technology, specifically, catalytic biomass gasification and other patents, including a modified version of the Mobil (1972) methanol to gasoline or MTG process. I am currently the President of Verdant Aerospace, LLC, developing technologies for renewable fuels, advanced micro turbines, and non-fracking shale-gas extraction. I have a BSc from the Technion, Haifa, and a PhD from Princeton University, both in aerospace and mechanical engineering.
ESP LLC is an energy consulting firm specializing in alternative energy systems, and energy economics. We Provide energy consulting services to businesses, utilities, municipalities, and implementation of distributed generation(DG) solar microgrid ownership and development. ESP also creates software systems for energy modeling, utilities and facility energy management.
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
I'm a dividend growth investor that is looking to execute a sound retirement plan.I constantly learn about it from multiple sources and can say that I am a true fan of SA and many of the writers in this forum.
Willem Middelkoop (1962) author of The Big Reset, published in three languages English, Chinese and Dutch. He is founder of the Commodity Discovery Fund. In the Netherlands he is best known for his work as a business commentator for the RTL Z business channel between 2001 and 2008. He also founded Amsterdamgold.com, a web store for gold and silver bullion, in 2008. The webshop reached total sales of E120 mln in 2011, the year it was sold to a Dutch listed company. In his first book, in 2007, he warned of a possible crash of the global financial system, which by the end of 2008 was virtually a fact. The book is currently in its seventeenth print and over 50,000 copies have been sold. In total he sold over 100,000 books.
Catharina is an expert in the energy sector, including utilities, oil/gas, cleantech and unconventional/alternative energy. She has been a ranked analyst for global investment banks for many years. Her analysis covers thematic ideas and long as well as long/short stock picks.
I am an active investor in crude, natural gas and gold as well as index ETF's for both commodities and stocks. I have learned a great deal about the markets over the past 38 years of 'training' and it was an expensive education. It takes about 20 years to figure out that there is very little that is rational about the markets because if they were rational, then everyone would be making money. It just doesn't work that way. An irrational market that is rising will continue to rise confounding the rational investor. When a majority of traders finally see good reasons for the excessive valuations, that is when a bull market is near it's end. Just when it all finally starts to make some sense and it looks 'safe' to be fully invested, the market will top out and die. Complacency is deadly to one's financial health!
The only thing that matters to the market is profits, not GDP, not unemployment, and definitely not how many poor people are on food stamps.
Options are for suckers. You a have few nice nice winners and a whole lot more losers. You cannot beat the time decay consistently to become an a long term winner at the options game.
A traders biggest enemy is a media that brainwashes at a conscious and sub-conscious level. The dissemination of faulty information ensures that the majority of traders will always be on the wrong side of a big move. What you think you know from reading and listening to the experts is almost always proven to wrong. The media will never tell you what you really need to know. Remember that the media is now owned by the filthy rich who are very definitely not interested in seeing you succeed at playing the markets.
An analyst or market guru who has enjoyed a good run of calling the markets successfully, will eventually suffer and even longer stretch being dead wrong. It inevitably costs their faithful followers substantial amounts of money to learn that hard lesson. Going all in based on the opinion of an analyst is a sure fire way to go eventually go broke.