Daniel holds a MA in political sciences, philosophy and psychology. With a special interest in emerging- and frontier markets he applies fundamental analysis and informal logic to find bargains and profit from special situations. All of his investment decision are made within a long-term horizon. Daniel lives and works in Germany.
Andy Hecht is the chief market strategist for Carden Capital and Carden Futures. Andy is a sought-after commodity and futures trader, an options expert and analyst. He spent nearly 35 years on Wall Street, including two decades on the trading desk of Phillip Brothers, which became Salomon Brothers and ultimately part of Citigroup.
Over the past two decades, he has researched, structured and executed some of the largest trades ever made, involving huge quantities of precious metals and bulk commodities.
Andy understands the market in a way many traders can’t imagine. He’s booked vessels, armored cars and trains to transport and store a wide range of commodities. And he’s worked directly with The United Nations and the legendary trading group Phibro.
Today, Andy remains in close contact with sources around the world and his network of traders.
“I have a vast Rolodex of information in my head… so many bull and bear markets. When something happens, I don’t have to think. I just react. History does tend to repeat itself over and over.”
His friends and mentors include highly regarded energy and precious metals traders, supply line specialists and international shipping companies that give him vast insight into the market.
Andy’s writing and analysis can be found on a number of market based websites including CQG. Andy lectures at colleges and Universities. He also contributes to Traders Magazine. He consults for companies involved in producing and consuming commodities. Andy's biweekly radio show, The Commodities Hour with Andy Hecht, can be heard on Tuesdays and Thursdays from 5-6 PM EST on www.tfnn.com. Andy’s first book How to Make Money with Commodities, published by McGraw Hill was released in 2013 and has received excellent reviews. He is currently working on his second book, Luster. Andy held a Series 3 and Series 30 license from the National Futures Association and is associated as a collaborator and strategist with hedge funds. Andy is the commodity-expert for the website about.com and blogs on his own site technomentals.com.
I've been in investment management since 1990, currently as a long-only money manager for Alsin 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.
I am a 55 yr old retired Financial Adviser, I started investing when I was 14 and have been fairly successful. I have been posting much more than I had anticipated, being I have been an active investor/broker for so long I have begun to enjoy immensely adding and helping to educate and clarify.
The above was written in 2011 (I was 50) however today 2016 the market has changed dramatically, the Fed who for 4-5 years said the rate cuts were NOT to increase equity prices but rather to keep the economy liquid, then in Jan 2016 ex Fed Governor Fisher says "The gains we at the Fed graciously provided has ended so be prepared to pay the piper" hhmm, how they become honest once they aren't getting paid to lie any longer. I expect a 25%+ decline from y/e 2015 and expect the TRUE inflation rate to be clearer, closer to 7% than 1.5% and real unemployment to bee clearer, closer to 12-13% than the 5-6% BS we've been told, in other words, expect very ugly
Belgrad Kenne is Founder at Phase One Associates Ltd, a research firm specializing in Sub Sahara African Frontier Equity Markets. Prior to that, he worked for investment firms operating in Kenya, Tanzania, Uganda and Zambia where he travelled regularly. Belgrad has over 5 years of investment experience analyzing publicly traded and privately held companies operating in Sub Sahara Africa. Belgrad has authored several articles on Frontier Markets and investments in Africa including "Redefining African Frontier Markets" featured in various publications online.
I have been interested in the market my entire life. From my first equity purchase when I was 15- Chrysler just before the government bailout to managing the portfolio of my father- and outperforming the major indexes with lower risk for over 20 years, I have been attracted to the intellectual and financial challenges of identifying opportunity and making above average returns- again on a risk adjusted basis.
Professionally, I am currently the CFO of a post-start up software development company with a focus on mobile telecom applications. I have served as the CFO,COO, CRO and President of public and private companies. My academic background includes a BS in accounting from the University of Illinois and an MBA in finance and corporate strategy from the University of Michigan. I have CPA and CGMA designations.
Generally, I seek outsized appreciation opportunities with below average risk and often favor stocks that have downside protection through one or more of the following- robust dividend yield, high book value, cash balance or other backstop. I tend to shy away from momentum stocks and those with very high PEs or PEGs.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
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.
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.
I mainly focus on two sectors: technology and auto industry. I am long only and I like to take a conservative approach where I sell covered calls on the shares I hold in order to reduce my risks. Some of the stocks I follow closest are Nokia, Microsoft, Ford and Apple. I believe that being able to see beyond numbers and actually understanding business models of companies we cover is crucial to provide useful insight on companies.
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.
Craig Brockie is a contrarian investment advisor in Beverly Hills, who provides wealth management services to high net worth clients. He prefers to bill his clients solely based on performance, getting paid only for results.
I have taken some time off from writing to manage social media for SCOUT! Http://findmyscout.com
Scout is the first wearable tracker for children, pets, and precious valuables to offer GPS/Cellular and Bluetooth technology.
Matt Cilderman is a dividend growth investor who likes to write about cutting edge technology and future possibilities.
Shipping strategy business advisor specialized in consulting in the fields of strategic fleet development, vessel design & operation, and environmental & regulatory compliance.
I am an investment management professional focused on special situations and undervalued investments.
I graduated cum laude with Honors in Accounting from The Ohio State University and have my MBA from Columbia Business School.
Currently Ratnam Subramaniam is 64 years old. Retired in 2012 from working for others, had set up his own company in IT consulting specializing IT in Semiconductor manufacturing and automation. He is very capable in analyzing and revive ailing arcane IT systems/solutions that has become a big liability to the business. He plays a lot of golf, travel and does local and international stock trading especially in the technical stocks.
Lastly Ratnam Subramaniam was the Group Head of Information Technology (CIO) of Carsem Sdn Bhd supporting local and international operations. He comes with more than 30 years experience in technology, mainly in IT technology working in the Public and Private sectors of Malaysia. He is a Telecommunication Engineer and holds a MBA majoring in Information Technology. He had worked in Robert Bosch, Ministry of Home affairs, Ruff, Grundig, National Semiconductor and now Carsem. He has been awarded JPP (Jasa Perkasa Perseketuan) Federal ward by the King of Malaysia for his excellent services in the Ministry of Home affairs.
He is a very knowledgeable person with experience in Telecommunication Engineering, Industrial Engineering and Information Technology. He has several patents in the use of IT in the manufacturing of Semiconductor. He is known as the “Father of Wafer Mapping” in the semiconductor manufacturing circle. He has presented several papers on the use of IT in semiconductor manufacturing Seminars locally and internationally.
In National Semiconductor, for his excellent services in the use of IT to improve manufacturing processes, he was entrusted with the role of IT Director to manage the IT requirements of Malaysia and China operations. This is where he successfully transformed, the arcane IT systems of National Semiconductor into a state of art IT technology systems with very high availability. This is where he started to do stock trading starting from the National Semiconductor Stocks Options given to him.
In 2006 he was about to retire, Carsem Sdn Bhd hired him for his track record to help the Carsem to 1) revive obsolete systems, 2) consolidate and standardize IT system in all its 3 plants and 3) implement security, disaster recovery and high availability. He has been very successful in transforming the company’s arcane, problem ridden IT solutions successfully into the latest technology, with the lowest cost. This was with his ability of getting full co-operation and support from the top management down to IT staff and the company employees maximizing his knowledge of IT experiences. His close working relationship with vendor like HP, SUN, DELL, Oracle, Cisco and Microsoft has enabled his successes.
Patrick Collar, President and Portfolio Manager, is also the Managing Member of Collar Capital Management, LLC. Patrick brings more than 10 years experience as a financial advisor to meet client needs. Beginning with Smith Barney in 2000, he worked as a Financial Consultant and a Financial Planning Specialist in the Private Client Group as well as the Corporate Client Group where he consulted on corporate retirement plans for small and large businesses. In 2005 he moved to Morgan Stanley serving as a Portfolio Manager in the Custom Portfolio Group – managing approximately 40 million in assets. December 2009 saw the start of Collar Capital Management.
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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.
Brooklyn NY native now living in Florida and loving the Sunshine state. Live close to the beach and enjoy surf fishing, boat; ocean and Inter-Coastal Waterway, shrimping, crabbing. I'm a contrarian and as named, speculator. I enjoy swimming against the tide and proving it ain't over until the fat lady sings.
Elementary: Most Holy Trinity School in Williamsburg, Brooklyn New York
High School: August Martin H.S. in South Ozone Park, Queens New York
Retail Management Specialist: Main focus was to restore run down stores by reinvigorating staff, merchandise assortment, demographics, layout, restoration of policies & procedures, in depth immediate accountability and or praise to improve performance. Inventory management, loss prevention; including cash management and strict cash reconciliation.
Main employers included F.W. Woolworths, Lecthers Housewares, Duane Reade's, Rent-A-Center to name a few.
Married since 08/1984 with three children all grown up. Raised children in Glendale, NY and youngest mostly in Florida. Time flies; cherish the moments. I'm guilty of lost valuable time chasing my own agenda missing moments better served with the family. Once an event is gone, you'll never get to have a second chance. Invest early, retire early and teach your offspring's the same. Live below your means to achieve the numbers you have calculated that will free you from the "rat race". Believe me, once you are free, everything starts to look different, some pitiful. It's like you are outside of the box and you're looking in. Stay on course and never take your eyes off the prize. It will cost you if you do. Trust me, I know and it hurts. I have started over more than once. It sucks but being determined has brought me to where I needed.
I retired as CEO of an Automotive Parts supplier, and manage an investment portfolio for myself and family. I have a BA in History from Royal Military College of Canada and an MBA from the University of Western Ontario. My first career was as a fighter pilot in the RCAF, and, following my MBA I joined McKinsey & Company, Inc. leaving them for Canadian GE. I left CGE as a Vice President in 1984 and founded The Enfield Corporation Limited ("Enfield") which grew from 243 employees in 1984 to over 10,000 in 1989 when Enfield was taken over and I was replaced as CEO. In 1989, I acquired control of Algonquin Mercantile Corporation, renamed Automodular Corporation in the late 1990's when I turned it to focus exclusively on automotive parts sub-assembly. Along the way, Algonquin turned a few ageing drug stores into Pharmx Rexall Drug Stores Ltd., sold to Katz group in 1997 and today a major Canadian drug store chain. I have been a private investor since 1971 both directly and through a private company controlled by myself and members of my family.
I am a military officer in the Republic of Korea with 15+ years of personal investing and trading. I gained my knowledge through family and personal research, and remain a long-term horizon investor. I focus primarily on a buy and hold mentality, often DRIPs, while accumulating cash reserves to use for purchases on stock price dips. My main sector is consumer staples, but I do look for long-term growth stocks and growth stocks bound to become value stocks.
As a note, I use a pen name due to the position I hold in that it would cause tension/friction within my organization to publish here, even as my opinions do not in any way represent those of the Department of Defense.
My current portfolio is a mix of high quality dividend stocks (~50%), riskier higher paying dividend stocks (~10%), and high growth stocks (~40%). I usually only buy after dips of at least 2%. I am especially happy with my current investments in 3D Printing stocks.
Full Time Micro Cap Investor. Founder of MicroCapClub.com
Founded in 2011, MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $300m market cap). MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena.
Prescience Investment Group is a research-driven, performance-oriented investment firm. Prescience manages a private investment fund on behalf of its clients and principals with the objective of generating superior absolute investment returns over the full cycle of market and economic conditions.
We specialize in extensive, investigative research on difficult-to-analyze or obscure public companies in order to develop unique insights and identify singular investment opportunities. We seek out abnormally large disparities between what businesses are intrinsically worth and what they sell for and invest accordingly, long and short.