Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Tom Dorsey has a BS in Business Administration and a stock analyst for over 20 years.
Improved website! Our recommendations average over 10% each quarter and help accelerate the growth of your portfolio. The overall market is moving sideways, but the results of our selected recommendations have helped investors increase their portfolios every quarter.
We track the overall market, economic conditions, the banking industry and REITs, the oil industry and MLPs As we move forward we describe the effects on your portfolio and how to grow.
The majority of our research has focused on higher paying dividend stocks in REITs and MLPs. Our return is 10% or higher return per quarter that includes the dividends and stock price appreciation. We use concepts called 'analytical sorting" and "90-Day Investment Cycle" that focuses on the effects on the markets and the personal investment strategies. I invest in what I believe in. We ask each person to make their own decisions before investing. Enjoy my articles and visit my website to provide me feedback. The comments are always welcome. Please comment on the articles, and respect each person’s opinion.
No redeeming qualities what-so-ever.
Don't understand "the market" or women, but willing to learn( as expensive as it is).
Rags to riches story which indulges admitted failings mentioned.
Biz,Media BG. Entrepreneurial.
Veteran of every course,seminar, holy-grail lab, quack advisory letter.
Top Secret Military Clearance, but not vetted for financial stuff.
Unconventional options trader. Doing well when thinking freely.
I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor in History. My major track focused on Investments and Financial Analysis. While at Lehigh, I was the Head Portfolio Manager of the Investment Management Group, a student group that manages three portfolios, one long/short and two long only. I have had two internships, one a summer internship at a large bank, and another helping to manage the Lehigh University Endowment for nearly a year.
Disclaimer: Bill reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
Doug K. Le Du is a preferred stock researcher, author of the book titled Preferred Stock Investing, syndicated writer and publisher of three monthly preferred stock newsletters.
Doug has been studying the preferred stock marketplace since 2002. In 2006 he published the first edition of Preferred Stock Investing which has been updated and re-published regularly since then.
Preferred Stock Investing teaches risk-averse investors how to screen, buy and sell the highest quality preferred stocks. The book lists all qualifying preferred stocks that have been issued since January 2001.
The ten selection criteria from Preferred Stock Investing filtered out the 57 preferred stocks from the big banks that would be claimed by the Global Credit Crisis and let pass the 13 issues from the big banks that were saved by acquisition. In 70 out of 70 cases, a 100% success rate for almost two years running, the preferred stock selection criteria found in Preferred Stock Investing protected preferred stock investors.
As a researcher, Doug researches the market price behavior of the highest quality preferred stocks and writes to you about trends and opportunities. His premium subscription service (described at www.PreferredStockInvesting.com) providers subscribers with email alerts of new preferred stock issues, access to his preferred stock catalogs and HotLists, a monthly newsletter just for premium subscribers and much more.
Doug's academic background is in economics and statistics. Doug retired from his position as Managing Director at one of the world's largest management consulting firms in 2002 to focus on preferred stock research. Doug does not sell preferred stocks nor is he a stock broker or financial adviser.
David White is a software/firmware/marketing professional and a long time investor. He has worked in the networking field, the semiconductor equipment field, the mainframe computer field, and the pharmaceutical/scientific instrumentation field. He has bachelor's degrees in bioresource sciences and biochemistry from U.C. Berkeley. He is a former Ph.D. student in biochemistry. He has done significant graduate work in EECS and business at Stanford (through SITN) and UC Santa Cruz. He was awarded a Certificate in Advanced Software Systems (about 1/3 of an MS in EECS) by the Stanford Computer Science Department. He also took most of Stanford's undergraduate Computer Science curriculum.
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
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
I possess 10+ years of trading and investing experience, with a focus on precious metals, currency, energy, and technology markets. My decisions are based on market cycles, valuation metrics, technical analysis, and industry-specific trends and technologies. I typically hold positions for several years.
I also run InformedTrades.com, a site dedicated to helping individuals learn to trade the world's financial markets.
Roger Ehrenberg is the founder and Managing Partner of IA Ventures.
Roger currently sits on the boards of BankSimple, Datasift, Kinetic Global Markets, Metamarkets, Recorded Future, and The Trade Desk, and is a Board observer of SavingStar. Formerly, he served on the boards of Alphacet, Buddy Media, Global Bay Mobile Technologies, Magnetic, Selerity and Stocktwits.
Prior to forming IA Ventures, Roger was an active angel investor through IA Capital Partners, a seed-stage investment firm focused on digital media and financial technology. From 2004 to 2009, Roger seeded 40 companies, including bit.ly, Buddy Media, Clickable, Invite Media (sold to Google), Magnetic, MyTrade (sold to TD Ameritrade), Solve Media, Stocktwits, TheLadders, TweetDeck (sold to Twitter) and Wallstrip (sold to CBS Interactive).
Earlier in his career, Roger served as President and CEO of DB Advisors, LLC, Deutsche Bank’s internal hedge fund trading platform where his 130-person team managed $6 billion in capital across multiple strategies with offices in New York, London and Hong Kong. Before DB Advisors, Roger was Global Co-head of Deutsche Bank’s Strategic Equity Transactions Group. In 2000, Roger’s team won Institutional Investor magazine’s “Derivatives Deal of the Year” award. As an Investment Banker and Managing Director at Citibank, Roger held a variety of roles in the Global Derivatives, Capital Markets, Mergers & Acquisitions and Capital Structuring groups.
Roger holds an MBA in Finance, Accounting and Management from Columbia Business School and a BBA in Finance, Economics and Organizational Psychology from the University of Michigan.
Invest. Manage risk. Communicate. Educate yourself. Make profits. .
My name is Todd Johnson. I’m a family man, sports fiend, health nut, technology buff, long-time stock investor, and a very lucky mountain climber, all of which has shaped my philosophy as a professional investor for the last 30 years. As my interests might suggest, I am always looking for the upside while striving to minimize risks.
My new passion, which I have realized through DividendLab.com project, is helping other investors learn more about investing; investing in stocks and other assets that are subject to wide price swings can actually enhance their returns when the right investment strategy is applied. To that end, I read company 10k and 10q statements so they can skip them. I compile and analyze the market research that isn’t always at their fingertips. And I don’t make any investment recommendation without committing my own funds first, which is the purest form of accountability.
Kapitall is the online finance platform for the next generation, where investing is as easy as drag, drop and trade. With an intuitive and playful user experience, Kapitall offers tools that make it easy to build virtual and real brokerage portfolios, share ideas and research stocks and funds.
Marc is the founder and owner of Advanced Investor Technologies, LLC, as well as the publisher and editor at the internationally acclaimed web site www.ChecktheMarkets.com.
He holds an MS in Clinical Psychology from California Polytechnic State University, and is a former senior vice-president of Investments for two major brokerage firms. Besides his role as an investment publisher and analyst, he serves as a marketing consultant to the investment publishing and investment media industries.
In his role as a financial editor, he specializes in unique investment strategies, wealth preservation, understanding the investment markets ,value stocks, precious metals and energy stocks, emerging growth companies, ETFs, tax issues as well as "the psychology of investing". Besides his loved ones, he sees his personal "calling" as someone who helps others succeed and achieve financial security.He's been a motivational speaker and personal development specialist for over 35 years.
In addition, he's been interviewed on such popular media sites as The Money Show and The Oxford Club. Marc is a published author who has written hundreds of articles for a wide variety of investment newsletters and web sites. He has a special passion for helping "make the complex more simple", and is a big advocate of the K.I.S.S. (Keep It Successfully Simple) approach to investing and living life.
Efficient Alpha provides written content & investment research solutions for small and medium-sized advisor firms. Our core products include: financial newsletters, blogging, presentation preparation, investment research and ghost writing. Our normal clientele are small to medium-sized firms with research, analysis, or marketing needs but whom may have insufficient staff or topic expertise.
Joseph Hogue, founder and analyst, has more than ten years in the investment industry and holds the Chartered Financial Analyst designation. His experience covers a wide range of investment related areas but he specializes in web & social media content for financial advisors and other professionals. His work has been published by the International Economic Development Council, Alternative Latin Investor, Emerging Money, Morningstar, and the financial website Seeking Alpha. Mr. Hogue is also the administrator for the FinQuiz Blog, an online source for CFA exam preparation advice and preparation.
Working from Medellin, Colombia, he has worked for clients ranging from individual investors to large multinational firms. Prior to his work as a financial writer, Mr. Hogue worked as an economist for the State of Iowa, as a consultant on trade issues and analyzed real estate development deals in Colombia.
A veteran of the United States Marine Corps, Mr. Hogue is a graduate of Iowa State University with a B.S. in Finance, a B.A. in Communications, and a Master’s in Business Administration. He is the former Communications Chair on the board of directors for the CFA Society of Iowa.
Areas of Interest:
· Financial Blogging and Social Media Content
· Equity Research and Analysis
· Strategic Asset Allocation & Portfolio Planning
Follow me on https://twitter.com/#!/RobertWeinstein
Owner of 1 Reason Insurance, a full-line insurance agency licensed in Wisconsin and Minnesota, and 1 Reason Real Estate, licensed in Wisconsin. http;//1reason.com
Let's connect on Linkedin http://www.linkedin.com/pub/robert-weinstein/12/129/651
Google + Profile https://plus.google.com/110309851050284795454
Contributor to StockSaints' weekly Options Investing newsletter
Robert Weinstein is an active trader focusing on the psychological importance of risk mitigation, emotion and financial behavior of market participants. Robert co-founded the investing blog StockSaints, where he writes a journal about his trading activity and experiences.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
Writer and investor with an interest in most everything -- stocks, ETFs, commodities, and currencies. My background is in both economics and journalism so I try to present complex ideas clearly and concisely, but with a dash of creativity.
Avery B. Goodman is a licensed attorney concentrating in securities law related cases. He holds a B.A. from Emory University, where he concentrated on history and economics. He also holds a Juris Doctorate degree from the University of California at Los Angeles Law School and is a member of the Bar, licensed to practice law in several jurisdictions.
Mr. Goodman serves on the roster of neutral arbitrators of the National Futures Association (NFA) and the Financial Industry Regulatory Authority (FINRA). His career has consisted not only of prosecuting cases on behalf of clients, but also in sitting in judgment on the cases involving others, and making important decisions on intra-industry and customer disputes.
An independent investor for decades, Mr. Goodman has observed that markets are being subjected to frighteningly high levels of disinformation. Investors desperately need to hear logic, reason and common sense. For that reason, he is now sharing thoughts with the community.
James A. Kostohryz has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.
Kostohryz started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, Kostohryz became Chief Global Strategist and Head of International Investments for a major investment bank. Kostohryz currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory.
Born in Mexico, Kostohryz grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently writing a book about the impact of culture on economic development. He is a former NCAA and world-class decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
You can receive custom delivery of all of Mr. Kostohryz's published work on Seeking Alpha, The Street, and other media, as well as exclusive material, by following the link below. It is absolutely free:
You may connect with Mr. Kostohryz via the following social networks:
When connecting, be sure to identify yourself as a Seeking Alpha reader.
ZVI BAR LLC is a legal and financial trust consultancy based on Wall Street, and a leading authority on trust administration and estate planning. ZVI BAR LLC was founded by Zvi Bar-Kochba, an attorney and consultant on trust administration that provides advisory services for trusts and beneficiaries. ZVI BAR LLC provides consulting expert services regarding prudent investing, securities regulations and evaluations of potential fiduciary liability.
Publications here are written by agents, representatives and individuals associated with or contracted by ZVI BAR LLC. No articles or discussions here shall constitute a legal, fiduciary or advisory role, but solely act as informative press and/or a starting point from which further discussion may follow. Comments are welcome, as are questions.
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.
Background: Former securities analyst and brokerage firm owner and
Currently doing investment strategy consulting for institutional investors
Undergraduate degree from Northwestern, Economics
Taught Advanced Financial Markets Class at a University in Chicago
In to Yoga.
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs.
Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy.
Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc.
Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client.
Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
James A. Shell is currently working as an ISO9001 Quality Systems Consultant and a technical consultant to various other industries,
A veteran of 3 decades in the petrochemical supply chain, I have worked with customers in 19 countries on four continents on formulation development, business development, recycling, logistics, and process improvement projects.
Host- OnlineMoneyShow.com -- The Online Money Show is done Live every Friday at 10am on Google+. The show features great guests and info on social media, online business and marketing, tech, current events and much more.
Online Money Show- http://OnlineMoneyShow.com
David Oldenburg Ultimate Real Estate Blog- http://www.housinguniverse.com/davidoldenburg
Linkedin Profile- http://www.linkedin.com/in/onlinemoneyshow
By day, I am a mortgage expert and real estate professional. I have helped more than 10,000 people buy, sell, refinance or invest in real estate. Much of this has been done through my talk shows and my mortgage and real estate company. I have extensive experience in short sales, REO's, 1031 exchanges, property flipping, first-time buyers. We offer FREE consulting for anyone wanting to buy, sell, refinance, invest, relocate to or flip homes in California! Contact me anytime :-)
Branch Manager Paradise Mortgage: I started doing home loans and consulting people on buying, selling and refinancing California homes over 20 years ago. I handle FHA, VA, CONV and HARP loans, along with almost all other loan programs. Internet direct pricing, lower than the banks with personal full service from an industry expert! Contact me anytime...phone consultations are always FREE!
Talk Show Host: For 18 years I have hosted highly successful shows like the "Your Money" show and the "Online Money Show". Shows range in topics from stock market investing to internet marketing to real estate and mortgage planning to wealth building and everything in between.
Stock Market and Options Trader: I have been trading for 20 years and love trading options, stocks, ETF's, speaking about these topics on my shows and helping others who need help.
Internet Marketing: I am big into marketing and promoting, both online and offline. I have produced and sold my own products and services online and offline and have had millions of dollars in sales.
How can we help each other?
Bill is Chief Investment Officer of Luby Asset Management LLC, an investment management company in Tiburon, California. He also publishes the VIX and More (http://vixandmore.blogspot.com/) blog and an investment newsletter. His research and trading interests focus on volatility, market sentiment, technical analysis, ETPs and options. Bill was previously a business strategy consultant. When not trading or blogging, he can often be found running, hiking, and kayaking in Northern California. Bill has a BA from Stanford University and an MBA from Carnegie-Mellon University. Visit Bill's blog, VIX and More (http://vixandmore.blogspot.com/)
Mr. Hui has been involved in the equity markets since 1980, both on the buy side and the sell side. He is a CFA Charterholder, and has presented numerous papers to quantitative discussion groups (Sample topics include: How Global are Resource Sectors).
Ms. Fiakas is a seasoned, credentialed investment professional with a diversified and successful track record as a research analyst and as an investment banker. Her career includes experience in all aspects of the equity capital markets with particular emphasis on emerging growth companies operating in technology, energy and conservation sectors.
Ms. Fiakas is Managing Member of Crystal Equity Research, LLC. Visit the Crystal Equity Research site: CrystalEquityResearch.com (http://www.crystalequityresearch.com/)