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.
Fund manager Eddy Elfenbein writes Crossing Wall Street (http://www.crossingwallstreet.com/). He comments on a range of stocks (many of which he owns) and market trends. His work is funny, pithy, rigorous and original.
Eddy's philosophy: 'The key to doing well on Wall Street is actually very simple: Buy and hold shares of outstanding companies. But too many investors never learn this valuable lesson. Or if they do learn it, they learn it the hard way. That's where I come in. I want to help investors avoid the mistakes that separate successful investors from those who always find themselves spinning their wheels.'
Visit: Crossing Wall Street (http://www.crossingwallstreet.com/)
My professional experience is in investment banking and public sector finance.
Outside of work, I manage my own high-conviction portfolio consisting of companies (1) with a strong competitive position, (2) trading at a substantial discount to fundamental value, and (3) with a product offering I can easily understand and evaluate.
I am not a trader, and have an investment horizon of at least two years. I am a patient investor, who will research stocks thoroughly and hold out for the best buy opportunities.
I hope to contribute to the Seeking Alpha community through sharing (1) professional Excel models with readers and (2) unique insights, that are relevant to the stock's performance, and not over-blogged about
Dr. John Hussman is the president and principal shareholder of Hussman Econometrics Advisors, the investment advisory firm that manages the Hussman Funds ( http://www.hussmanfunds.com). He holds a Ph.D. in economics from Stanford University, and a Masters degree in education and social policy and a bachelors degree in economics from Northwestern University. Prior to managing the Hussman Funds, Dr. Hussman was a professor of economics and international finance at the University of Michigan. In the mid-1980's, Dr Hussman worked as an options mathematician for Peters & Company at the Chicago Board of Trade, and in 1988 began publishing the Hussman Econometrics newsletter. Virtually all of Dr. Hussman's liquid assets are invested in the Hussman Funds.
Note: Dr. Hussman is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Dr. Hussman's public commentary.
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 19-year old daughter, Wei Elizabeth Gordon.
We have investment positions in some of the securities we write about, and our positions are subject to change at any time. Nothing here is to be deemed a solicitation for investment nor investment advice. Please read our full legal disclaimer available on our blog. http://lazarusip.blogspot.com/
Larry Swedroe is director of research for Buckingham Asset Management (www.investmentadvisornow.com), a Registered Investment Advisor firm in St. Louis, Mo and an independent member of the BAM ALLIANCE (www.thebamalliance.com). He is also director of research for BAM Advisor Services, LLC (www.bamservices.com), a service provider to investment advisors across the country, most of whom are affiliated with CPA firms. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.
To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You'll Ever Need. He has authored seven more books: What Wall Street Doesn't Want You to Know (2001), Rational Investing in Irrational Times (2002), The Successful Investor Today (2003), Wise Investing Made Simple (2007), Wise Investing Made Simpler (2010) and The Quest for Alpha (2011), and Think, Act, and Invest Like Warren Buffett (2012).
He also co-authored five books: The Only Guide to a Winning Bond Strategy You’ll Ever Need (2006, with Joe Hempen), The Only Guide to Alternative Investments You’ll Ever Need (2008, with Jared Kizer) and The Only Guide You’ll Ever Need for the Right Financial Plan (2010, with Tiya Lim and Kevin Grogan), Ivestment Mistakes Even Smart Investors Make (2011, with RC Balaban) and Reducing the Risk of Black Swans (2013 with Kevin Grogan). He writes the blog Wise Investing for CBS’s personal finance Web site http://www.cbsnews.com/search/author/larry-swedroe, He also writes for IndexUniverse.com http://www.indexuniverse.com/sections/index-investor-corner.html and you can follow him on Twitter (http://twitter.com/larryswedroe).
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.
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
It’s time for a change!
Worn out after months and months of portfolio-busting volatility… depressed by the still paltry yields offered by U.S. Treasuries and money market funds… the majority of investors are clamoring for above-average income investments right now.
The only problem?
Most investors are going about income investing the wrong way! They’re simply chasing yield, which is a surefire way to undermine their investment returns.
Anyone can find a list of high dividend-paying stocks. But very few people can actually sort through all the choices to identify the most fundamentally fit, reliable dividend payers. And Wall Street’s been none too helpful when it comes to that task.
But that’s precisely why we founded Dividends & Income Daily… To provide a free resource for everyday investors to find safe, yet attractive, income strategies and investments in this zero-percent yield environment.
Not just any income investments, mind you. Ones capable of producing large, reliable and steadily increasing streams of cash. Both now and into the future.
For decades, many of the world’s richest investors have been using income investments as the cornerstones of their portfolios. For good reason, too. Countless studies show that dividends account for a whopping 90% of total returns.
It’s finally time for everyday investors do the same.
Visit us at http://www.dividendsandincomedaily.com/
View our disclaimer: http://www.dividendsandincomedaily.com/disclaimer/
On October 31st, 2014, I retired. Turned in the keys to the company car, gave them my computer and my account lists and joined the ranks of those who "slipped off into the sunset." I never thought in retirement that I would be this busy. It's fun. Time with the grandkids, time to perfect my cooking skills, and time to travel and check off the things on my bucket list. I should have done this a long time ago.
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.
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:
- DIY Dividend Portfolio
- Triple Income Portfolio (stocks + options)
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.
I recently joined Buck Consultants, an Xerox Company, based in New York City. At Buck, I focus on developing investment consulting solutions focused on alternative investments and absolute returns strategies. I spent several years in the financial industry working in the alternative asset management and financial risk management areas. I was the Director of Research at Magnitude Capital, a fund of hedge funds, where I developed the portfolio risk management methodologies and was involved in selecting new managers. I subsequently was a Director at Jefferies Financial Products and Chicago Trading Company, where I continued working on alternative investments selection and portfolio management, and oversaw the development and sale of commodities structured products to institutional investors. I started his career as a computational physicist at the University of Chicago and I hold a M.B.A. in Finance and Management from the University of Chicago .
It is very hard or impossible to time the broad market consistently — there are no famous investors that got rich by consistently knowing what the broad market would do next. This only makes sense, as there are just too many variables in the broad market. But there are many famous investors who got rich analyzing individual securities, and this is where you should put your focus. You can get an edge in individual securities. Joe Springer was the number 1 ranked stock analyst in the world by tipranks.com, and on most days is still ranked in the top 5%. Joe is a Certified Technical Trainer, and enjoys teaching about the stock market as well as managing portfolios. If you would like to follow Joe on Twitter, his handle is @JoeSpringer.
I specialize in creating opportunities involving options strategies, particularly involving tech stocks. I am also very interested in retirement strategies and I believe everyone is capable of creating their dream retirement, regardless of income level. I have degrees in mathematics and physics from USC, a M.S. in Mathematics, and I currently reside in the florida keys where I teach math.
I am currently in the process of launching a options trading site called " The Options Masters", which will feature a daily newsletter. Please subscribe if you enjoy my articles!
I've been in investment management since 1990, currently as the money manager for Worm Capital. I received my law degree from the University of Oregon in 1984, worked as an accountant for the international accounting firm KPMG, then got involved in investing. I've written over 300 columns for The Financial Times, TheStreet.com, Realmoney.com and SeekingAlpha.com.
About New Providence
Overseas agent - Anguilla registrar (since 2001) Company Formations/Trusts New Providence Estate Planners, Ltd. (since 1995) 54 Sandyport Drive P.O. Box CB 11552 Nassau Bahamas 1 242 327 7359 Fax/phone: (242) 327-7359 E-mail: firstname.lastname@example.org
Goldman Sach's Cayman operations
An offshore company that has no offices within the United States and does no business within the USA doesn't have to file a US income tax return.
There are no long term or short term capital gains taxes on publicly traded stock market trades (i.e., BIDU, GE, F, GM, you name it) even if you use a US broker to facilitate the trades. That's the truth, and the US tax code backs me up. Trade as many trades a day (options, futures, stocks, bonds) as you want, and the IRS will not and cannot tax a foreign company that does not have offices "within the United States" and does not "do business within the US". That's the law. I've been offshore since 1990... I know. I wrote a book on tax havens and US tax law... I know.
Need good advice for your international operations? Hire us.
Need planning that really works to fend off the IRS?
I have 23 years experience.
We form offshore company and foreign trusts.
Over 1,130 offshore companies since 1995.
We can win with FATCA, because we know US Tax Code.
Holding companies based in tax havens make great estate tax planning vehicles.
Overseas agent - Anguilla registrar
54 Sandyport Drive
P.O. Box CB 11552
1 242 327 7359
Fax/phone: (242) 327-7359
MEASURED BY MY LAST TRADE: On April 3rd 2013 I purchased 10,000 shares of WFR (new company name is SunEdison) at $4.01 a share. Just 10 days later WFR trades at $4.76 - UP 18.7%. Today, June 2nd WFR (now SUNE) trades at $8 a share. Ouch!
On Tuesday April 9th, WFR was trading at $4.30 a share at 11AM in the morning. I decided to go for my walk and swim; but, as I sometimes do, I placed a "limit" SELL order for all 10,000 shares at $4.55 a share - just in case the stock took off in an unusual broad market rally (I.e., 150 point jump in the DJIA). Taking profits is always a good thing.
After returning from my walk an hour later, I noticed WFR (now SUNE) was trading at $4.40 a share, but WFR's stock was rising quickly before my eyes, and soon in a few minutes was sold at $4.55 a shares for a gain of 13.21% (+$5,400).
Taking profits this quickly is almost always the right thing to do, and I plan on Buying back WFR within the next few weeks if the gods are with me - and that was my strategy for WFR (now SUNE) from the very beginning. aSK FOR MY free "Weekender report".
WFR traded as high as $6.53 up 66.93 percent in under 40 days! Wow! How' did your best stock do last month?
In 2012 my real dollar portfolio of 10 stocks was up about 48% - led by HFC (22.3)(up over 150% since purchase of 2000 shares), TRW (33 - now 58.75 - 81.5%), EMN (35 - now 71.25 up 102%) MYL (17.5 now 28.29 - up 61%). Positions in all the above were closed out in 2012.
My most surprising winner was URI (29.58) purchased in July 2102. While I sold URI at 36.4 (for a 23% winner in 48 days), URI trades at $51 a share today - up 70 percent in 5 months.
7 of the 8 stocks I actually bought in the last 13 months are up over +45.7% in price.
Six of the 8 stocks I actually bought in the last 13 months are up over +59.15% in price.
Two stocks (out of 8) are up over 100 percent. HFC = 151.3% ...More + EMN +102.8%).
I had one loser in all of 2012 ABX (down 19%) - which I sold for a tax loss. All my other purchases were up.
How did your IPO purchases do last year? Groupon? Facebook? Zynga?
DID YOU KNOW?
Not everyone has to pay US capital gains taxes according to KPMG the IRS and me. "Trading in stock securities or commodities in the United States for one’s own account except in the case of a dealer does not constitute engaging in a trade or business. The volume of such transactions does not have any bearing on whether the nonresident is engaged in a U.S. Trade or business. For this reason a foreign investor is free to invest in the United States and trade for his or her own account through a resident broker even one with discretionary authority without fear of being engaged in a trade or business in the United States" - http://www.us.kpmg.com/microsite/ies/tfc/content/chapter3.htm
If you want to trade the US stock markets through a US broker and legally avoid CG taxes with a foreign corporation, call me.
Azzara Security Advisors Ltd.
Overseas agent Anguilla Registrar - since 2001
54 Sandyport Drive,
PO Box CB 11552
1 242 327 7359
Below are ALL my 2012 purchases (and sold!)... Followed by the price purchased.... Followed by the price today.
Had I adopted a Warren Buffet type strategy and just bought and held onto them I would have been ahead about +65.123 in 2012 vrs the DJIA up about 6%.
TRW was purchased at $32.5 a share in December 2011. TRW trades at 57.44 today. TRW is UP +76.6% vrs the DJIA up 8.9%.
HFC (HollyFrontier) was purchased at $22.3. HFC trades at $49.67 today. HFC is up +123.3% vs the the DJIA up 8.9%.
EMN (Eastman Chemical) was purchased at $37.3 a share. EMN trades at 71.52 today up +102.8%% vs the the DJIA up 8.9%
TEN (Tenneco) was purchased at 25.66 a share. TEN trades at 34.4 today...up +45.7% vs the the DJIA up 8.9%
MGA (Magna International) was purchased at 32.87 a share. MGA trades at 52.52 a share UP +59.15%
URI (United Rental) was purchased at $29.59 a share. URI trades at 51.27 a share today. URI is up +73%
ABX (Barrick Gold) purchased at $42 a share. ABX trades at 32.8 a share today down - 21%
MYL (Mylan labs) was purchased at $17.4 a share. MYL trades 30.5 today UP +74.55%
Note: Mylan labs was owned for only one month in /December 2011 for an +19% return.
Call me if you have questions.(242) 327-7359
Need a professionally drafted hedge fund prospectus for your clients? I have a fine one, and I can register a fund in the Crown/overseas territory of Anguilla for you.
Overseas agent - Anguilla registrar (since 2001) offshore companies and Bahamas banking since 1990 ... security analyst (stocks).
I covered Anguilla in my book - Tax Havens of the World (8 edition/Amazon.com) - and ironically ended up making it my new base of operations. Long story.
Contact us for a safe trip offshore!
Disclaimer: Readers are advised that the material contained herein should be used solely for informational purposes. This information is not investment advice or a recommendation or solicitation to buy or sell any securities. Readers should conduct their own research and due diligence and obtain professional advice before making investment decision. Readers are solely responsible for their own investment decisions. Investing involves risk including the loss of principal.
IRS Circular 230 Disclaimer: To ensure compliance with IRS Circular 230 any U.S. Federal tax advice provided in this communication is not intended or written to be used and it cannot be used by the recipient or any other taxpayer (I) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer or (ii) in promoting marketing or recommending to another party a partnership or other entity investment plan arrangement or other transaction addressed herein
Jonathan Moreland is the founder and Director of Research at InsiderInsights.com, which produces the weekly InsiderInsights Newsletter, and offers institutional strength, real-time insider data and analytics via a subscription Data Module and APIs. He is also principal of Insider Asset Management llc, a registered investment advisor in New York State, and a past contributor to TheStreet.com, Minyanville, and other financial outlets.
A fundamental analyst with an MBA in finance, Mr. Moreland identified insider data over 25 years ago as an excellent first screen to determine where to focus his research efforts. He is quoted frequently in the media for his insider analysis, and stock recommendations stemming from it. He is also author of Profit From Legal Insider Trading (Dearborn 2001), and has a new book due out with Wiley.
Mr. Moreland is currently on a mission to get investors to expect more from insider data than the commodity feeds they rely on from their Bloomberg terminals, Yahoo!Finance, and other financial websites.
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