On this page, Wells Fargo Asset Management’s portfolio managers, investment strategists, and other experts share their insights on global markets, economic events, and investing ideas to help investors reach their financial goals. For more insights, visit our blog, AdvantageVoice®, and follow @WFAssetMgmt on Twitter. Investment professionals can visit our website at www.wellsfargofunds.com/ip
I am working as a Business Analyst in Germany and have started to build up a portfolio focused on Dividend Growth, both on the high and low-end yield spectrum. Primary focus is on Blue Chips with long-reaching dividend track records. I have been investing for 2 years and have been standing on the sidelines for way too long before.
Robert Hauver publishes The Double Dividend Stock Alert, a monthly investment newsletter that features the best dividend stocks and option selling strategies for income investors.
TipRanks rates DoubleDividendStocks in the Top 25 of all financial bloggers.
The https://www.DoubleDividendStocks.com website also features High Dividend Stocks By Sector Tables, and Covered Calls & Cash Secured Puts Tables, a Dividend Stocks blog, and a a Stock Market News & Data page. 845-225-4094
I'm a tech columnist for TheStreet. I was previously responsible for Seeking Alpha's tech news coverage, as well as its Eye on Tech newsletter. Prior to that, I wrote for other financial sites and published independent investment research, primarily on tech companies.
I have a B.A. in Economics from Columbia University. I'm based out of San Diego, but grew up in Southern New Jersey. I play basketball and tennis in my spare time, am a long-time (and long-suffering) fan of Philadelphia's sports teams, and alternate daily between using an iPad Air, a Galaxy Note 3, and one or two Windows PCs.
Brian Harper, CFA is Chief Investment Officer of Harper Asset Management, LLC, which he founded in 2001. Harper Asset Management is a value-oriented investment manager, primarily managing separate accounts for high net worth individuals. Visit us at www.harperasset.com.
Harper Asset Mgmt operates a bottom-up, fundamental, research intensive approach to investing. We typically invest with a multi-year time horizon. Our investments consist of both long and short ideas. Follow me on Twitter @Brian_Harper.
Janus Capital Group Inc. (JCG) is a global investment firm dedicated to delivering better outcomes for clients through a broad range of actively managed investment solutions, including fixed income, equity, alternative and multi-asset class strategies. It does so through a number of distinct investment platforms, including investment teams within Janus Capital Management LLC (Janus), as well as INTECH Investment Management LLC (INTECH) and Perkins Investment Management LLC (Perkins), in addition to a suite of exchange-traded products under the VelocityShares brand as well as global macro fixed income products under the Kapstream brand. Each team brings distinct asset class expertise, perspective, style-specific experience and a disciplined approach to risk. Investment strategies are offered through open-end funds domiciled in both the U.S. and offshore, as well as through separately managed accounts, collective investment trusts and exchange-traded products.
I have worked in the technology sector for over 4 years. This included working with industry stalwarts like IBM. I have done my MBA in finance and have been covering various blue chip stocks for the past 3 years. Having hands on knowledge in the technology sector has helped me gain valuable insights about the ups and downs of this sector and predict winners and losers more accurately.
Chartered Financial Consultant (CHFC) The American College
Chartered Life Underwriter (CLU) The American College
Master's Degree in Financial Sciences MSFS) The American College.
1976 - 1979 Regional Field Representative - GE Credit Corporation
1979 - 1991 Capital Analysts, Inc.
1991 - Founder, President, The Stanley-Laman Group, Ltd.,
2003 - Founder, Manager Stanley-Laman Securities, a Broker-Dealer
American Realty Capital Trust, Inc. (ARCT; NASDQ) - Independent Director, 2007 – 2012
New York REIT (NYRT; NYSE) - Director & Lead Independent Director, 2009 - 2014
Business Development Company of America - Independent Director
2009 - 2014
American Realty Capital Properties Retail Centers of America – Independent Director 2011- 2014
American Realty Capital Properties, IV - Lead Independent Director
2013 - 2014
American Realty Capital Properties, Inc. (ARCP; NYSE)
Interim Chairman and CEO 1-1-15 - 4/1/15
Lead Independent Director 1-1-14 - 1-1-15
Matrix Biology Institute - Trustee 2008 - Current
CeeLite, Inc., - Director 2008 - Current
Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum.
Caiman Valores is a Colombian based independent investigations and risk management consultancy. It specializes in South American listed companies and conducting regional economic and risk assessments. The principal of Caiman Valores "Matthew Smith" has over a decade of experience in the investment industry. During that time he worked in investment and risk management, investment advisory and corporate strategy. Over the years, he has spent considerable time analyzing investment solutions as well as designing and implementing risk management frameworks for two global banking institutions. Prior to embarking on a career in financial services he built a career in the field of risk management for government security agencies. He has travelled extensively through South America, speaks Spanish and enjoys learning about new cultures and languages as well as travel and adventure. Matthew has a Master of Business Law from the University of Sydney as well as a Master of Arts in International Relations and a Bachelor Degree in Political Science and Economics from the University of New South Wales. Please feel free to contact him regarding investments, writing, or speaking opportunities via email at email@example.com.
The author is a former hedge fund trader now working as an Independent Trader, Consultant and author of the Panick Value Research Report. The Panick Report is a newsletter and alert service focused on undervalued high yield preferred stock issues and some undervalued micro cap equities. Sign up in the Dividends section of the Seeking Alpha Marketplace to receive exclusive subscriber articles, daily sector updates, advance drafts of public articles and more. Email firstname.lastname@example.org for more information. See also my Panick Value Research Report Facebook site for tips on upcoming articles.
Mr. Bollinger is the founder and CIO of Magnolia Realty Advisors. Prior to founding Magnolia, he was with KBS Realty Advisors in Atlanta, GA for 5 years, where he helped oversee a $500M portfolio of commercial real estate. Prior to KBS, Mr. Bollinger was a consultant to the CMBS industry in New York City for 3 years, supporting clients such as Merrill Lynch and Bear Stearns. He earned an MBA from Vanderbilt University and a BS in Industrial Engineering from Virginia Tech.
2nd Market Capital Advisory specializes in the analysis and trading of real estate securities. Through a selective process and consideration of market dynamics, we aim to construct portfolios for rising streams of dividend income and capital appreciation.
Bill Gross is a Portfolio Manager responsible for managing the Janus Global Unconstrained Bond Fund, and all related portfolios, and leading efforts to build out Janus' global macro fixed income capabilities. He also serves as an integral member of the Janus Capital Group Global Allocation Committee focused on the expansion of Janus' global asset allocation business. He is based in Newport Beach, California. Mr. Gross co-founded PIMCO in 1971 and served as managing director and Chief Investment Officer until joining Janus in 2014. Throughout his career, Mr. Gross has received numerous awards including Morningstar Fixed Income Manager of the Decade for 2000-2009 and Fixed Income Manager of the Year for 1998, 2000 and 2007. He became the first portfolio manager inducted into the Fixed Income Analysts Society’s Hall of Fame in 1996 and received the Bond Market Association’s Distinguished Service Award in 2000. In 2011, Institutional Investor magazine awarded him the Money Management Lifetime Achievement Award. He is a renowned expert within the bond market and is at the forefront of thought leadership on the subject of fixed income investing. He is also author of the books, Everything You’ve Heard About Investing is Wrong and Bill Gross on Investing.
Mr. Gross holds an undergraduate degree from Duke University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He has 44 years of financial industry experience.
Alex Cho is a top contributor on Seeking Alpha in both the long ideas and technology section of the website. Alex Cho's articles have been featured on The Motley Fool, The Street, and Benzinga. Alex Cho has been featured on ValueWalk's throwback Thursday for his analysis on Apple. Furthermore, Alex Cho's financial expertise ranks him in the top 100 on TipRanks, and his recommendations have a 80% success rate according to Tip Ranks.
To reach out to him for business opportunities, to share ideas, guest writing opportunities, consulting opportunities e-mail him at email@example.com
I am currently attending a top MBA program in the West Coast and looking to make a career transition to buy-side equity research. I am a CPA and CFA charterholder with 3 years of fund of hedge funds experience. I have also worked as an accountant in the entertainment industry.
I have been investing since October 2008. My initial investment focus was on high dividend stocks such as REITs, but have since expanded my universe to include any value situation. I enjoy reading fact-based fundamental analysis and shun debates based purely on emotions.
Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor. He has been a frequent guest on Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes Moneybuilder, GuruFocus, MarketWatch and InvestorPlace.com.
Charles holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
With more than $3 trillion in assets under management and offices around the globe, Vanguard is among the world’s largest investment management firms. In serving the needs of financial advisors, individual investors, and institutions, we are guided by one constant: to put clients first.
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register for free @ bretjenseninvests.com
Please note that I do not read comments posted here, nor respond to messages here. I don't have the time. If you want my attention, you must seek it directly at my blog.
David J. Merkel, CFA — From 2003-2007, I was a leading commentator at the excellent investment website RealMoney.com (http://www.RealMoney.com). Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and now I write for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc. My specialty is looking at the interlinkages in the markets in order to understand individual markets better.
I no longer contribute to RealMoney because my work duties have gotten larger, and I began this blog to develop a distinct voice with a wider distribution.
In 2008, I became the Chief Economist and Director of Research of Finacorp Securities (http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=109&STORY=/www/story/02-08-2008/0004752449&EDATE=). Finacorp went into liquidation in June 2010, after which I decided to open my own asset management shop, Aleph Investments, LLC. I manage stock and bond portfolios for clients.
Until 2007, I was a senior investment analyst at Hovde Capital, responsible for analysis and valuation of investment opportunities for the FIP funds, particularly of companies in the insurance industry. I also managed the internal profit sharing and charitable endowment monies of the firm.
Prior to joining Hovde in 2003, I managed corporate bonds for Dwight Asset Management. In 1998, I joined the Mount Washington Investment Group as the Mortgage Bond and Asset Liability manager after working with Provident Mutual, AIG and Pacific Standard Life.
My background as a life actuary has given me a different perspective on investing. How do you earn money without taking undue risk? How do you convey ideas about investing while showing a proper level of uncertainty on the likelihood of success? How do the various markets fit together, telling us us a broader story than any single piece? These are the themes that I will deal with in this blog. I hold bachelor’s and master’s degrees from Johns Hopkins University.
In my spare time, I take care of our eight children with my wonderful wife Ruth. Visit this site: The Aleph Blog (http://alephblog.com/)
Peter "Pej" Hamidi is a well known trader on Wall Street and Founder of InvestmentCapitalist.com. He is presently a Quantitative Proprietary Trader running a global macro portfolio. By presenting a unique global macro perspective of financial markets, technology and the geo-political landscape affecting market movements, the site is visited on a daily basis by some of the most respected fund managers around the world. Investment Capitalist also helps readers understand how the tape can be used to recognize automated market making algorithms that may be vulnerable to coordinated attacks from hedge funds or when the algo's themselves are about to wreak havoc on the markets. If you're still leaving elephant tracks because you use market orders to unwind or put on positions, then you've got a big target painted on your back that says "I'm lazy".
Investment Capitalist's founder, Peter (Pej) Hamidi has refined these skills over 19 years as a professional trader, starting at 17 when he became the youngest person in the history of FINRA to obtain his Series 7 license on his 1st attempt. A common mantra drilled into every trader is "mastering your trading platform like Hendrix, Gilmore or Stevie Ray mastered their guitars is a prerequisite to success". In a world where milliseconds make the difference between success and failure, where even the slightest edge is crucial, if you're still using a few hot key combinations for all of your trading, the concept of "predatory algorithms" has still not become clear to you. Lazy traders are so frustrated by predatory algorithms disguised as automated market makers that they take it out on their keyboards or workstations.
InvestmentCapitalist.com has rapidly become the focal point of thousands of Institutional and Buy-Side Traders looking for real color that moves markets. If you've wanted to learn how one develops and trades a global macro theme properly, Investment Capitalist puts a great deal of time into showing viewers insight into this approach. Preferring not to charge money like many subscription services who sell their ideas because they lack the resources to trade on them, Investment Capitalist chooses to share actionable market intelligence. This avoids the risk of herd behavior stampeding in and out of trade recommendations, which are often picked off by hedge funds who take the other side of the recommended trade knowing short-term demand from fast-money traders is finite and fickle. Investment Capitalist says what needs to be said and nothing more. Patience is a virtue, garnering your resources, listening to the tape, collecting market color; until the opportunity becomes clear at which point it's "all in or go home".
With a pulse on developing technologies in Bio-Pharma, Computer Sciences, Big Data Storage and Analysis, Business Process Automation, Cloud Based Computing, and the phenomenon of Social Media Marketing and Behavioral Sciences across Philosophy, Economics, Anthropology and Politics; Investment Capitalist is an unending treasure trove of knowledge.
I focus on the microcap space (market cap below $250 million) because it is one of the most inefficient and "alpha rich" areas of the global equity market, which provides the greatest opportunity to generate alpha through fundamental research.
I use a bottom up, investment decision making process. The ideal investment has an asymmetric risk/return profile with a limited downside (e.g. high net cash balance, strong cash flow) and significant upside (e.g. asset value extraction, overlooked business model transition).
Microcaps are particularly attractive to the following groups:
Activist investors. A small absolute investment (on a dollar basis) can be leveraged into a relatively large position (as a percentage of shares outstanding), which provides a greater ability to demand change.
Private equity firms. The persistent microcap discount can be “arbed away” via an LBO with the new owners accruing all of the gains for themselves. The small absolute size of many microcaps on an EV basis significantly expands the number of firms able to pursue this strategy.
This inefficiency exists for several reasons.
A lack of analyst coverage due to lower trading volume (less soft dollars from HF/MF), the global settlement that permanently severed the link between research/banking and the rise in electronic trading/decimalization. Moreover, none of these trends are likely to reverse for the foreseeable future (if ever).
A lack of institutional products given the natural capacity constraint for new/existing managers.
An inability to effectively implement a passive approach (e.g. ETFs, index funds) due to the lower liquidity and wider bid/ask spread. However, each of these obstacles can be overcome by using a combination of electronic trading tools (e.g. algos) and patience in building a positive size.
Inaccurate and persistent misconceptions about microcaps (e.g. they are riskier than larger cap stocks).
I currently trade for my personal account but would like to move into the investment management side of the industry.
Long-only value investor running a fund for accredited investors, and a Marketplace subscription for objective buyside research. Pseudonymous to protect my IR access but if you send me your email address and show me your LinkedIn, I'll show you mine. I'm not like anyone you've ever met and am not doing this for the traditional reasons. I’m always up for a conversation with anyone interested in value investing or mental models.
My Marketplace subscription service, called “Outsourced Analyst,” provides small-mid-sized funds, family offices, or high-net-worth investors the workflow of an analyst for a hundredth of the price. I write objective coverage of high-quality, underfollowed small-caps that I'm working on / following. Subscribers also have early (sometimes exclusive) access to writeups of some of my best ideas like those I've posted on LQDT, CRAI, FC, LGIH, BOOM, CSWI, and so on. Bonus material is thought pieces - I place a lot of emphasis on learning and getting better - so if/when I make mistakes, I'll write up postmortems with what I learned, and maybe they'll help you as well... Membership will be limited to the first 250 subscribers.
Seeking Alpha T&C requires me to disclose that I'm a registered investment advisor; regulations require me to reiterate that nothing I say is investment advice - it's just my Monday-morning-quarterback opinion for your entertainment and amusement. Always do your own due diligence, consider your own financial position, and consult your preferred financial professional before making any investment decision.
Jake Huneycutt is a former Portfolio Manager. Jake holds an MBA degree with a concentration in finance from Emory University. He earned a Master of Accounting degree from the University of North Carolina at Chapel Hill. He received his B.A. in History from East Tennessee State University. Jake is originally from Johnson City, TN and currently splits time between Boston, MA and Atlanta, GA.
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
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).
I spend most of my time reading through annual reports looking for a small-cap stock to feature in my monthly edition of "The Conservative Investor Digest." That is where you can find my best work, and that is where I focus my research. You can become a subscriber here: https://gumroad.com/l/HmqJx
Retired Medical Cardiologist, Chemical Engineer with EXXon, and US Army Reserve Officer. Graduated from Tex A&M And South western Medical School.. Authur of 40 novels. last NAYPYIDAW. Have managed 3 personal common stock portifolios with Merrill since 1982. I read WSJ and Value Line for 15 years and ML on line every day plus frequent BS sessions (philosophy) wih my personal broker. I paddle my own canoe. Dr. George W. Barclay Jr.