Invest. Manage risk. Communicate. Educate yourself. Make profits. . Visit http://dividendlab.com Hello, 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.
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Elephant Analytics has 15 years of analytical experience and unique skills in numerical analysis and practical mathematics. He achieved a top 50 score on the Bloomberg Aptitude Test measuring financial aptitude (out of nearly 200,000 test takers). He has also achieved a score (153) in the 99.98th percentile on the WAIS-III IQ test and has led multiple teams that have won awards during business and strategy competitions involving numerical analysis. In one such competition, he captained his team to become North American champions, finishing ahead of top Ivy League MBA teams, and represented North America in the Paris finals.
Elephant Analytics also co-founded a company that was selected as one of 25 companies to participate in an start-up incubator program that eventually spawned several companies with $100+ million valuations. He also developed the economic model for a mobile app that has generated over $1 million in revenue with minimal advertising.
Legal Disclaimer: Elephant Analytics' reports, premium research service and other writings are personal opinions only and should not be considered as investment advice. Only registered investment advisors can provide personalized investment advice. While Elephant Analytics attempts to provide reports that include accurate facts, investors should do their own diligence and fact checking prior to making their own decisions.
I am a dividend investor and look for undervalued investments in the stock market. I identify misunderstood and undervalued equity investments and hold those securities until their price approximates my estimate of intrinsic value. I am a long-term investor only.
I am building a $100,000 high-yield income portfolio. I am running this portfolio as an experiment to see if long-term sustainable income can be generated from a diversified pool of high-risk, high-yield securities. I am willing to accept high risk in order to meet my performance goals.
I am a highly trained professional equity analyst. My specialty is finding companies with excellent ratios of risk to reward. Before going independent, I was the head analyst at a boutique Israeli hedge fund. Today I am a consultant to several multibillion-dollar firms. I have covered many sectors, including technology, solar and semiconductors. I have learned to connect the dots and discern how forces in these various industries will affect individual companies. I am a big believer in analyzing investments from the top down. This means identifying themes and trends that can reveal where industries and individual companies will be in the future. There are no magic formulas for this process, just a lot of hard work. After I've found a company, analyzed it and concluded its value, then it is just like a poker game with endless cards. All we have to do is sit and wait for the next card to reveal itself and adjust our thesis accordingly. Once we find the true value of a company, we must ignore day-to-day market chaos. If we have done our research properly, we do not need to worry if the Dow goes up or down a particular day, week or month. Peter Lynch, Ben Graham and Phillip Fisher are my biggest influences. I encourage anyone who wishes to learn more about the market to read any of their books.
Matthew Senicola, CRPC® has been advising investors professionally for over 18 years and his strong entrepreneurial drive motivated him to become one of the early founders of North Shore Wealth Management Group, LLC. He holds the title of branch manager of the Massapequa, NY office. Qualifications: -Series 7 FINRA General Securities Representative -Series 63 Uniform Securities Agent State Law Exam -Series 24 General Securities Principals License -Series 65 Uniform Investment Advisor Law Examination License -New York State Health and Life Insurance License He is licensed to do business in 26 states - AZ, AR, CA, CO, CT, FL, GA, HI, ID, IL, KS, MD, MA, MI, MN, MO, NV, NJ, NY, NC, OK, OR, TX, UT, VA, and WA. Media: Matthew has contributed and been quoted in publications such as Bloomberg, Jim Cramer’s -The Street.com, CNBC, Reuters, Markets Media, Midland Business Journal, Long Island Business News, Barron's, Newsday, Investors Business Daily, USA Today and the Wall Street Journal, Seeking Alpha. Specialties: Dividend Paying Stocks, Tax Free Municipal Bonds, Corporate Bonds, Options, ETF's, Mutual funds, Unit Investment Trusts, Closed end funds, REIT's, MLP's, BDC's, Annuities, Life Insurance, 401k's and IRA Rollovers.
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I am an experienced individual investor who has been trading merger arbitrage stocks and options since the 90's. I am a writer with a Master of Science from Northwestern University and I truly enjoy writing articles about the stock market. I try to look for opportunities where the odds are in my favor and there is a definite edge. On Seeking Alpha my articles will aim to provide insight and favorable risk/reward for the readers.However, I am not an investment advisor so any recomendations or ideas I write about in my articles, blogs, or comments shouldn't be taken as investment advice. I recommend using my writings as a starting point to which you should add your own research or that of an investment advisor.
"Any time you make a bet with the best of it, where the odds are in your favor, you have earned something on that bet, whether you actually win or lose the bet. By the same token, when you make a bet with the worst of it, where the odds are not in your favor, you have lost something, whether you actually win or lose the bet."
-David Sklansky, "The Theory of Poker"
Private investor searching for inefficiencies caused by institutional constraints. I focus on protecting the downside and identifying mispriced optionality. I like strong balance sheets with a catalyst and/or high ROIC businesses I can understand. Market cap agnostic, but I usually find the most interesting opportunities in microcaps.
Jonathan Moreland is the founder and Director of Research at InsiderInsights.com, which produces a Daily Ratings Report, Weekly Newsletter, and offers real-time insider data and analytics via its institutional strength Data Module and APIs. InsiderInsights' research and data are further available on Bloomberg terminals at ININ and APPS ININ .
Mr. Moreland is also principal of Insider Asset Management llc, a registered investment adviser 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).
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.
Jordan S. Terry is the Founder & Managing Director of Stone Street Advisors LLC. He has a BS in finance with minor coursework in engineering & entrepreneurship from Penn State, and an MBA from NYU Stern School of Business with concentrations in corporate finance and business law. He has work experience in corporate development, investment banking, operations, and investment research. His investing/analysis experience spans more than 10 years across virtually all industries and sectors. He has written about business, technology, innovation, policy and finance (both theory and practice) as well as industry- and firm-specific analysis since 2005.
In 2011, Jordan founded Stone Street Advisors LLC, an investment research and consulting firm catering to investment funds and corporations. Stone Street's track record of picking both long and short ideas has significantly outperformed the S&P500 on both a absolute and relative basis (detailed information available upon request).
He has written fairly extensively for The Atlantic, Forbes (where he has a column, "Fundamentally Speaking"), Zerohedge, Business Insider and other popular outlets, and his work has been highlighted by FT, WSJ, CNBC, NYT, The Globe & Mail, The Deal, and virtually every other major financial media outlet.
I am the Contributor Success Strategist for Seeking Alpha Marketplace, helping authors to succeed in growing their services through a focus on marketing and content strategy. I originally joined Seeking Alpha as a Senior Editor in June 2012, and left to pursue other opportunities in late 2016. During my initial tenure at SA, I managed the Dividends, Income & Retirement and Expert Insight platforms. D&I focuses on income investment strategies and dividend investment-focused content for investors from the accumulation stage to retirement. The purpose of Expert Insight is to expand and elevate the quality of Seeking Alpha's content by including articles from an industry insider's point of view, designed to help investors make more informed decisions as they consider specific sectors and trends within those sectors for their investing strategies, e.g., utilities or technology. Expert Insight articles offer more of a macro, 30,000-foot-view that goes beyond investment analysis or stock recommendations. I also curated the Dividends & Income Digest, a bi-weekly publication that takes a look at a question that is compelling and relevant to the community, showcases the responses of DI thought leaders, and serves as a round-up of top DI articles. I have a particular interest in retirement-related content, particularly with regard to using a dividend strategy to create a steady income stream for those golden years.
Back in the deep forests of the southern Adirondacks after a six month, 9000 miles bicycle tour. When was the last time YOU went on a six month vacation that cost you about $100 a week. Most of that was for food; and I STILL MANAGED to trim down to 175lbs.Healthy and happy here, ready to get back to the market and writing for SA.
Now you know how I can live on an income most of you call pocket change. Put me in the bottom 1% of Seeking Alpha readers and most certainly contributors. Nothing like hanging out with loggers to cut expenses.
What a great way to avoid the carping on Wall Street. If I read another article about how the market is in a bubble, I shall pull out my hair...which is difficult because I have a shaved head.
Seriously though, I am a tried, true, and original Investment Biker. I've already toured in Europe, Asia, North and South America (see my website below) so I have about 200,000 cycling miles under my belt. It's been a while since I've done a long tour so starting this spring of 2015 I'm hittin' the road with my 28 speed Fuji Touring bike and riding for as long as I want. (Sorry about the Jap bike for all you Harley guys). Think about it...since I usually 'wild camp' in the forests for nothing, my only real expenses are food and some routine maintenance. I cover those expenses by using the monthly options cycle to generate income from calls, puts, or spreads of various sorts. So while you Seeking Alpha trendies are sitting in front of your screens all day, I'll be out riding in the Sierra, the Cascades, the Rockies, the Appalachians, the Catskills, the Adirondacks, the Green and White Mountains...and thats just this summer!
All i need to keep an eye on the markets are a small Grundig AM/FM/Shortwave radio (go to hell you Sirius guys!) and a Netbook for trading and fun when I can get internet access...which last time I looked was everywhere.
Enjoy the bull market which started in Summer of 2009 and should run for a few more years. Ignore these 'stuck in a rut guys' and Obamanazis. Between lower energy prices from natural gas frackomania, lower medical costs and longer lifespans from bioengineering marvels just coming down the pike, and the eventual collapse of slave labor kleptocracies like China (and Chicago), the outlook for stocks and capitalism is as strong as its ever been.
When not cycling I am a self employed stock trader and military/political analyst. Live in the US now, lived throughout Asia (Korea, Japan, Russia, Pakistan, India, SE asia) in the 1990s and early 2000s. Statistics and forecasting, using market based socioeconomic data, are my specialty. Sometimes I am an adjunct college professor, teaching statistics, some finance courses, and earth/environmental science classes online.
I'll try to submit SA articles from time to time but I enjoy READING the wisdom of many of you writers (thanks to many of you!). Maybe I can visit some of you along the way.
Former VP of two multinationals ( ad agency and Fortune 500 co)
Direct and indirect experience with over 200 companies ( Sr. Management)
Small business owner since 1990 - Marketing Consulting
Retired - independently wealthy as a result of investing since 1968 (not crazy rich).
Most assets are fully managed by Financial Advisors of 37 years (one of the top groups in Canada for 37 consecutive years, with an international client base)
SA Comments are re one account with shared investing responsibility with my advisors.
85% is in conservative investments, bonds and cash 15% in higher risk/ high growth potential stocks.
Retired investor, ex-Navy, ex-Big Oil, ex-French manufacturer. My interest in investing came from both my grandfather/father and my boss at work. When my grandfather retired in the late 50's he spent his days either with some cronies watching the tape at the local ML office, fishing, or tending his flower shrubs. I didn't know what he was investing in until after he died which is normal as I was still in school and more interested in school than my future life. My grandmother started talking about the different companies and what was happening to them (buyouts, spinoffs, etc.). Then when she died and my mother inherited the portfolio I saw that it consisted of first quality dividend paying stocks. Until my mother's death the process continued without any significant purchases or sales -- nor any dividend reinvestments. The money was accumulated and invested in good mutual funds my dad liked. My dad was a doctor and knew nothing about investing but a kind patient ( a crony of my grandfather) bought some stock for him in the late 50's with the comment "pay me when you can or give them back to me at anytime". He repaid him. The patient did this again about 2 years later. Same result. This small investment in a Louisiana land and oil and gas company (which no longer exists) paid for a new house and our educations, etc. My dad then started investing in mutual funds and dividend reinvesting. He loved Magellan and the Neuberger funds. He had them until his death. My boss got me interested in AAII then when I moved to the home office I joined a small local investment club. Eventually I kept the club "sheet" -- the monthly tally of investments with relevant information (yield, gains/losses, tracking against the 500, etc.) . It was complex but fun. I stayed with that club even after moving away and kept their sheet too for almost 20 years. I joined a new club and repeated the process. Now, I don't have any club but I continue to discuss stocks with friends. The "dot com bubble" really crushed me and turned me into a DGI. Now I have about 25% in stocks (JNJ, PSXP, V, BRK.B) and 75% in funds/ETFs (Health Care, Small Cap, Medium Cap, Energy, Primecap, VNQ, VDC -- all Vanguard). I want the portfolio to act as it did for my grandfather and mother. Hence, I am trying to educate our daughter in how this works. She's not investment savy but she is extremely smart and a quick learner in medicine so the process won't be too difficult. Seminal reading: Atlas Shrugged, The Fountainhead, Think & Grow Rich, The Bible
Retired. Professional backgrounds in legal, accounting and general contracting. Strongly entreprenurial................many small businesses. Top 100 in some sectors as to national size ranking. Macro oriented Former CEO & Chairman of Board. Emphasis Energy, Health Care, Agriculture. Next 10 yrs future value..Very blessed.
"The winning formula for success in investing is owning the entire stock market through an index fund, and then doing nothing." - John C. Bogle "The Little Book of Common Sense Investing" http://184.108.40.206:8181/Management/01278.pdf . Retired Financial Analyst 100% invested in the Global Cap-Weighted Equity Market. See my SA blog posts to learn the details on my investment plan.
I invest primarily in dividend paying stocks of all types. Dividend growth is important, but in some cases the level of the yield can be a determining factor. No pension plan means generation of income to be reinvested a must.
Frank Grossmann (founder and partner of logical-invest.com)
I am Swiss and living in Zurich. I studied Microtechnics at the Federal Institute of Technology in Lausanne and Business Administration at the Federal Institute of Technology in Zurich. After the studies in 1989 I founded Labocontrol AG. This company was sold to the US company Digital Now Inc. where I continued to work as a chief scientist.
Since 13 years I have my own software company Colour-Science.com which develops algorithms for digital image processing. These algorithms do things like image enhancement, red eye removal or pattern (face) detection. My passion however was always to search for pattern in financial data and then develop and back test rule based investment strategies.
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:
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10 years of buy-side investment experience.
Disclaimer: Any content on this site is NOT investment, trading, legal, or tax advice, and none of the information available through this website is intended to provide tax, legal, investment or trading advice. Nothing provided through this content whether by the owner or posted by other writers constitutes a solicitation of the purchase or sale of securities/futures. The content on this site is intended for informational purposes only, and should never be used as investment advice. Please do your own research before making any investment decisions.
I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I am a retail investor that gathers, processes and analyzes significantly more data than average. I share that data in my articles. I let the data do the talking. I am only taking dictation as the data tells its message.
Finding tomorrow's big winners in the lucrative biotech sector, The Biotech Forum focuses on proprietary, breaking research on promising biotech and biopharma stocks with significant potential for outsized alpha. It is the fourth most subscribed to investment service offered through the Marketplace on SeekingAlpha.com. Our service offers a model-20 stock portfolio as well as the most active Live Chat on the Marketplace. This is where scores of seasoned biotech investors trade news and investment ideas back and forth throughout the trading day.
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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).
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.