Hale Stewart spent 5 years as a bond broker in the late 1990s before returning to law school in the early 2000s. He is currently a tax lawyer in Houston, Texas. He has an LLM from the Thomas Jefferson School of Law in domestic and international taxation where he graduated Magna Cum Laude He is the author of the book US Captive Insurance Law, Captive Insurance in Plain English and the Lifetime Income Security Solution. Follow me on Twitter at @originalbonddad You can read his legal analysis on his law office's blog.
Brad Lamensdorf, a seasoned money manager started SQZZ ETF to take advantage of short squeeze opportunities. He also writes is The Lamensdorf Market Timing Report, a newsletter designed to help investors improve performance via market timing by assessing the environment of the stock market using a variety of technical, fundamental and sentiment-oriented tools from powerful independent research firms. Many investors mechanically enter and depart the market without a true “game plan.” Studies have shown that retail investors, in particular, are very poor market timers, tending to invest at or near market peaks and sell at or near market lows. The newsletter is designed to provide risk parameters for both professional and retail investors around the short-term stock market environment, giving subscribers better insight about when to allocate assets into or out of the equity markets.
Lamensdorf, a frequent guest commentator and analyst on major business networks including CNBC, CNN and Fox Business News.
Lamensdorf, also has managed investment portfolios for the Hughes family and acted as principal of Tarpon Partners, managing a long/short fund that was up more than tripling the fund over six years. Earlier in his career, he was as an equity trader/market strategist for Taylor and Company, the Bass brothers’ trading arm, co-managing a short-only strategy in a derivative format with notional exposure. He also served as the in-house market timing strategist for the entire internal and external network of Bass managers.
Topdown Charts is a chart-driven independent macro research house covering global asset allocation and economics. The core institutional service includes the flagship Weekly Macro Themes publication, which is supplemented by a Monthly Chartbook, and personalized services. Our clients include pension companies, hedge funds, family offices, insurance firms, and wealth managers and investment consultants.
NEW: due to significant demand we have opened up a service on Seeking Alpha called the Weekly Best Idea. This service draws from the institutional offering to bring you some of our best ideas.
Take a look now: https://seekingalpha.com/account/login_and_subscribe?service_id=mp_1235
John M. Mason writes on current monetary and financial events. He is the founder and CEO of New Finance, LLC. Dr. Mason has been President and CEO of two publicly traded financial institutions and the executive vice president and CFO of a third. He has also served as a special assistant to the secretary of the Department of Housing and Urban Development in Washington, D. C. and as a senior economist within the Federal Reserve System. He formerly was on the faculty of the Finance Department, Wharton School, the University of Pennsylvania and was a professor at Penn State University and taught in both the Management Division and the Engineering Division. Dr. Mason has served on the boards of venture capital funds and other private equity funds. He has worked with young entrepreneurs, especially within the urban environment, starting or running companies primarily connected with Information Technology.
Perhaps more than any other time in the last six decades, the fate of markets is inextricably intertwined with the ebb and flow of geopolitics. From the ECB's attempts to use the central bank's balance sheet to influence political outcomes across the eurozone to Saudi Arabia's efforts to transform the kingdom's influence over crude prices into an instrument of foreign policy, it's become increasingly clear that one simply cannot fully comprehend market movements without a thorough understanding of concurrent political outcomes. Drawing on extensive experience in both politics and finance, Heisenberg will help demystify a world in which investors can no longer hope to conceptualize markets as existing in anything that even approximates a vacuum. "I am the one who knocks."
2016 returns: 22.40%
2017 returns: 22.05%
The REIT Forum is in the top 1% on TipRanks: http://bit.ly/cwmftip
The REIT Forum focuses on risk-adjusted returns with a defensive strategy. With a strong background in accounting and finance, fundamentals are a top priority. Buying a strong company with great fundamentals at an attractive price is a good long-term strategy. The subscription platform allows me to do a few things very well. It allows me to share the research I’m doing for my own investment decision making. It allows me to communicate rapidly with investors that are willing to pay for my best work.
The REIT Forum includes:
Subscriber only – Extensive research (thousands of articles) on 50+ companies, buy targets, and forward looking analysis.
Subscriber only - Weekly articles comparing 50+ preferred shares and finding the best opportunities. Preferred shares offer investors high yields with relatively lower risk.
Subscriber only - Analysis and updates on the REIT sectors. This includes finding the best investments within a subsector.
Subscriber only – Risk ratings and dividend sustainability research.
What is my view on risk?
The traditional view is to see earning excess returns as compensation for taking on high levels of risk. I believe it is far better to focus on earning returns from catching market failures. These failures happen due to poor liquidity and investors (including analysts) working with incomplete information. I believe that by knowing the individual companies well, the investor can step in when the “risk” is heavily skewed in favor of “returns”.
I do not try to generate higher returns, I try to generate more consistent returns by reducing the downwards risk. Occasionally that results in exceptionally high returns when something corrects, but it also means I am willing to pass on several decent opportunities because I want the risk/return profile skewed heavily in my favor.
As Managing Editor - Opinion and Analysis, I lead the Seeking Alpha team dedicated to curation of crowdsourced investment research and commentary. My responsibilities are to grow the site's audience, deepen user engagement, and improve editorial processes. I am a CFA charterholder and member of the CFA Society Washington, DC.
As SA Senior Editor, my task is to make Seeking Alpha the premier destination for financial advisors. I have worked in the FA arena since 1997, and during that time, the New York State Society of CPAs twice awarded its prestigious Excellence in Financial Journalism award to me for a monthly column I wrote on business ethics. Previously, I reported on international news for Voice of America (where I was awarded a newsroom writing award) and prior to that worked as an editorial assistant at U.S. News and World Report. I live with my wife and children amidst the verdant and vibrant hills and dales of Jerusalem.
Seeking Alpha's product team is responsible for the development of all of our product-related projects from start to finish. These projects include the Seeking Alpha Portfolio apps on the App Store and Google Play, our Real Time email alert product, and optimization across the Seeking Alpha website.
The purpose of this profile is to allow us to share with our readers all new product developments. Please follow us on Seeking Alpha to receive updates. We look forward to your input and feedback!
SA Product Team
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Macro Investor | Mid/Long Term Horizon | US Equities, Commodities and Fixed Income | English, Dutch & German | My main goal is to deliver value to your research -> always take care of your own risk management | Ask Me Anything: firstname.lastname@example.org | Tweet me @LeoNelissen
- Born in Germany (1995) and currently living in The Netherlands
Price Headley was inducted into the Traders' Hall of Fame in 2007 and is the founder of BigTrends.com, which provides investors with specific real-time stock and options strategies and investment education to profit from significant market trends. Price appears regularly on CNBC, Fox News, and in a variety of major financial news outlets. Timer Digest recognized the success of BigTrends.com's investment strategies by ranking Price among the Top 10 Market Timers for stock market timing.
HORAN Capital Advisors (http://www.horancapitaladvisors.com) is an SEC registered investment advisor that manages investment portfolios for individuals and institutions. Our firm utilizes a disciplined investing approach that should create wealth for our clients over time. Our investment bias is to invest in companies that generate a steady return over time, i.e., singles and doubles. This singles and doubles approach tends to lead to investments in higher quality dividend growth/cash flow growth companies. On the other hand, there are times when a company's stock price seems to be trading below its fair valuation. Short term gains are possible in these situations. I have been managing investment portfolios for individuals and institutions for over fifteen years and believe investing is like running a marathon and not a sprint. Taking the road less traveled, more often than not, leads to higher returns. Visit: The Blog of HORAN Capital Advisors at (http://disciplinedinvesting.blogspot.com/)
INDEPENDENT Financial Advisor / Professional Investor- with over 30 years of navigating the Stock market's "fear and greed" cycles that challenge the average investor. Investment strategies that combine Theory, Practice and Experience to produce Portfolios focused on achieving positive returns over a period of time. My soon to be launched Marketplace Service "The Savvy Investor" provides winning advice in helping to avoid the pitfalls and traps that wreak havoc on your portfolio with a focus on Income and Capital Preservation.
I manage the capital of only a handful of families and I see it as my number one job to protect their financial security. They don’t pay me to sell them investment products, beat an index, abandon true investing for mindless diversification or follow the Wall Street lemmings down the primrose path. I manage their money exactly as I manage my own so I don’t take any risk at all unless I strongly believe it is worth taking. Blogging here on SA is part of my research. I write to find out what I think. I invite you to join the family of satisfied clients send an e-mail :email@example.com
09/30/98: Started newsletter Explore Portfolio with $100,000. By 12/31/18 that portfolio, with 60% stocks reached $903,451, a 12.1% APR. Better performance with far less risk than 100% in S&P500. ---------
More at http://kirklindstrom.com/Newsletter.html ---------- 2017 Market Timer of the Year ------------------------------------------------------
Starting as a summer intern in 1978, Kirk worked for 20 years as a scientist and engineer at Hewlett Packard's research and development department (R&D) designing solid state devices and components for optical communication. While he was at HP, Kirk invested ten to twenty percent per year of his salary. He made some mistakes early on (starting with paying high fees for "expert" advice that under performed) but soon he learned to invest his own money well enough to afford a life of "semi-retirement" to work for himself. In a way, since leaving HP in 1998, Kirk became his own "angel investor" using his his own money and investing success to finance his lifestyle in Los Altos, California to invest in a new career on the internet helping others do the same. More at http://kirklindstrom.com/About.html
Over 6 years' experience on the buyside. Spent nearly 3 years of my professional career as a Research Analyst investing in public markets (stocks) and the other 2 in the private arena (VC/growth equity and distressed/restructurings). I am a highly passionate investor and always consider both the macroeconomic backdrop coupled with in-depth fundamental research to identify the best investment ideas, which are generally contrarian, value-biased, opportunistic or event-driven.
I specialize in understanding the dynamics that underlie and drive investment performance in today's global financial markets, despite a muddling of views among regulators and investors alike in the new, free money era. Following the global financial crisis, expansionary monetary policies of unprecedented magnitude implemented by major central banks across the globe (primarily those of the so called "core economies") have completely redefined the ways in which the global markets operate. I am not your typical hedge fund or money manager who stamps a disclaimer on investment performance with the assertion that "we are bottom-up, fundamental equity investors" who "do not attempt to forecast the markets." I go far beyond this basic, fundamental analysis and offer unique foresight into major anticipated (equity and credit) market movements BEFORE they materialize.
I have a with a knack for identifying under- and over-valued positions and a strong understanding of macroeconomics. I constantly analyze and evaluate central bank policies globally as well as global trade conditions. I have unique experience particular to sectors such as energy (both conventional and non-conventional), agriculture, infrastructure and real assets (industrials, real estate, water infrastructure, roads/railways, etc.), in addition to chemicals and consumer products; however, I've been a generalist research analyst for the majority of my career to date. Options are a trading mechanism of choice, particularly when I have visible catalysts for near-term price appreciation (or depreciation in the case of puts). I also utilize options strategies to earn large profits with limited downside risk.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Research investment analyst for Chicago consulting firm until 2009. In this role I was the lead analyst on large 401k plans, pensions and endowments totaling over $20 billion in assets. I also headed analyst research on fixed income and hedge fund of funds portfolios. Today, I focus my research on finding value stocks with sound fundamentals and healthy cash flow. I concentrate my personal portfolio on quality dividend growth stocks and keep an active watch list of over 150 stocks to add on pull backs or at an attractive valuation.
I exited the finance industry in 2010 to follow my dream of becoming a firefighter. I now live and work in Texas. I consider myself a value investor and tend to stay away from speculation stocks.
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 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, CNN, Newsmax, and Fox. He is the #1 contributing analyst on Seeking Alpha in 2014, 2015, 2016, and 2017 (based on page views).
Thomas has co-authored a book, The Intelligent REIT Investor, and is the author of The Trump Factor: Unlocking The Secrets Behind The Trump Empire (available on Amazon).
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College and he is married with 5 wonderful kids.
Sure Dividend helps individual investors find high quality dividend growth stocks with strong competitive advantages suitable for long-term holding.
To this end, we created our Seeking Alpha exclusive service Undervalued Aristocrats. Undervalued Aristocrats finds the safest dividend growth stocks trading at undervalued prices. Click here to learn more.
Kristina Hooper, CFP, CAIA, CIMA, ChFC, is Global Market Strategist at Invesco US. She earned a B.A. from Wellesley College, a J.D. from Pace Law and an M.B.A. in finance from NYU, where she was a teaching fellow in macroeconomics.
Chris graduated magna cum laude with a B.S. in Biochemistry from California Polytechnic State University, San Luis Obispo. He joined Financial Sense® Wealth Management in 2005 and is their current Chief Investment Officer. He is currently pursuing the designation of Chartered Financial Analyst. His professional designations include FINRA Series 7 and Series 66 Uniform Combined State Law Exam. He contributes articles and Market Observations to Financial Sense and members of the trading staff.
Adam Zingg, CFA offers both practical and theoretical perspectives that will benefit readers who wish to learn more about how to execute on views or strategies that interest them.
Whatever your overarching philosophy or expertise, I believe there is value in understanding how trading works. This is perhaps especially true for investors, who often take a more philosophical, less mechanical view when it comes to their processes.
It is not my goal to:
1) convince you which side of the market to be on
2) establish your trading time frames
3) have you directly follow any specific trade ideas
Instead, I aim to demonstrate how complicated sounding ideas can be simplified and accessible. My hope is to grow your tool kit of resources, and give you healthy confidence to execute your own personalized strategy.
Trading and investment are fascinating, applicable across a wide variety of fields and disciplines. Greater focus on targeting, execution, and exit strategies build transferable life skills.
In reading my work, it is my goal that you will consistently glean useful insights and build skills that enhance your ability to trade and make important decisions.
Zacks.com brings the decades of study and stock picking expertise of Zacks Investment Research to individual investors. Now, you don't to be an investment bank or brokerage firm to get the professional power of Zacks' research. It's all available on Zacks.com. Learn more about Zacks' history and company below.
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.
Hale Stewart spent 5 years as a bond broker in the late 1990s before returning to law school in the early 2000s. He is currently a tax lawyer in Houston, Texas. He has an LLM from the Thomas Jefferson School of Law in domestic and international taxation where he graduated Magna Cum Laude He is the author of the book US Captive Insurance Law, Captive Insurance in Plain English and the Lifetime Income Security Solution.
Follow me on Twitter at @originalbonddad
You can read his legal analysis on his law office's blog.