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.
I am a 30-year-old father of three, recently medically retired US Marine. I began investing with my retirement in mind and have enjoyed the learning curve. I enjoy writing for Seeking Alpha to share my ideas and create discussions with fellow investors. I firmly believe that investing should be made more approachable to the masses and strive to keep my articles simple yet informative. Being on a "fixed" but stable income and lone "breadwinner" in the house creates interesting dynamics and greatly impacts my investing approach. I currently hold in no particular order:
AAPL, DIS, AMZN, MO, MKRS, CGNX, T, VCLT, EDV, XAR, TAIL, AGX.
DISCLAIMER: I am not an investing professional. As a result, anything that I write should not be taken as investment advice as it is my personal opinion at the time. In addition, I am not your fiduciary nor do I understand your personal financial situation. Please perform your own due diligence on any potential investment decisions.
Societe Financiers is an investment research team focused on long-term, long- and short-only ideas. Our research objective is to cover equities in various regions, such as North America, EMEA, Asia, Australia, and Emerging Markets. Our strategies are, but not limited to, contrarian, deep-value, growth at reasonable price, and underfollowed. The target companies of our investment research team are: 1) Good growth companies but overvalued for some reason; 2) Moderate and mediocre companies but undervalued for some reason; 3) Distressed companies with a potential for recovery; 4) Special situations. Contact us by e-mail: firstname.lastname@example.org
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Founder of Albright Investment Group, MBA graduate, active investor, and entrepreneur. I have been investing since 2002, and I enjoy writing about companies and topics I have interest in. I manage a private long equity fund, as well as a secondary hedging and trading portfolio. I also host a research service on Seeking Alpha, Albright Investment Group.
I am a former sell-side analyst -- UBS 1996-2002, Needham 2002-2006 and ThinkEquity 2006-2008. These days I review automobiles and other technology products, as well as analyze the automotive and technology industries, and coming up with long/short ideas. I also continue to write (less frequently) on macroeconomics and politics.
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.I am an investment adviser representative of 2nd Market Capital Advisory Corporation.
I invest with passion and conviction, and I have the strength to stick with an investment until my thesis plays out, hence "Courage & Conviction Investing." My greatest gift is a rare ability to synthesize public information on a stock to formulate conclusions the market hasn't even considered. I share this unique skill with subscribers to my Marketplace service, Market Adventures. High-conviction investing isn't for everyone, but if you're in the market to make serious money and you have an insatiable appetite for risk, and you're willing to wait patiently for potentially big gains, then Market Adventures might be the right fit for you.
“When you are inspired by some great purpose, some extraordinary project, all your thoughts break their bonds: Your mind transcends limitations, your consciousness expands in every direction, and you find yourself in a new, great and wonderful world. Dormant forces, faculties and talents become alive, and you discover yourself to be a greater person by far than you ever dreamed yourself to be.” (Author - Patanjali)
“Tentative efforts lead to tentative outcomes. Therefore, give yourself fully to your endeavors. Decide to construct your character through excellent actions and determine to pay the price of a worthy goal. The trials you encounter will introduce you to your strengths. Remain steadfast...and one day you will build something that endures: something worthy of your potential.” (Author - Epictetus)
"Hope sees the invisible, feels the intangible, and achieves the impossible." (Author - Unknown)
"When I stand before God at the end of my life, I would hope that I would not have a single bit of talent left, and could say, 'I used everything you gave me." (Author - Erma Bombeck)
I have a twenty year background in equity research and investing, fifteen of which have been spent in directional hedge funds and before that I was a sell side analyst. I focus on the financial services sector globally and also write about general market issues, economics and geopolitics, often though not always with a financials slant.
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital
I seek out companies that have the ability to generate above-average growth for many years, before ultimately becoming a shareholder-friendly, dividend paying titan, cementing its spot in my portfolio with an incredibly low cost basis due to the previous years of steady, strong growth. These are Future Blue Chips!
I really enjoy helping people with trying to understand the market. Seeking Alpha is for connecting with other investors and it has a lot of people that are willing to lend a helping hand. If you have ANY questions with options or the general market, feel free to ask! :)
www.FutureBlueChips.com -- Try my Newsletter, it's completely free!
I'm an Army veteran and former energy dividend writer for The Motley Fool. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams, and enrich their lives. With 22 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 5% to 6% yield
2. Offers 6% to 7% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
I am a Certified Public Accountant (CPA) (prior FL; current NJ and NY license) and a Certified Financial Planner (CFP). I have also been a member of the American Institute of Certified Public Accountants (AICPA) for 18 years (CFF as well). My current title is partner at a national accounting firm. I have audit, tax, and consulting experience with entities in the following sectors: closed-end funds, energy, financials, healthcare, homebuilders, pharmaceuticals, private equity, REITs, and telecoms. I've also have experience with C-corps., estates, high net worth individuals, LLCs, LLPs, S-corps., and trusts. I am an active investor. My investing fundamentals are based on both qualitative and quantitative information. By using my financial / analytical skills, I create specific investing ideas / strategies based on valuations and total returns. The two main sectors I currently provide articles on are mortgage real estate investment trusts (mREITs) and business development companies (BDCs).
Winner of the Summer 2017 PRO Promotion
Previous Quarterly Projection Article’s Performance vs. Actual Results:
# of Projections Stated Within All Articles: 245
# of Projections PENDING: 3
# of Projections 100% Accurate or Within Range: 227
# of Projections Inaccurate or Outside of Range: 18
Projection “Within Range” Success Rate: 227 / 245 = 92.7%
For a detailed list of every projection I've made at Seeking Alpha (vs. actual results), please send me a personal message ("pm") through the inbox feature (too long to list here).
Disclaimer: I cannot own and will not give an opinion on any investments my current employer has any direct or indirect professional services with (accounting, audit, tax, consulting, etc.). As such, most large-cap stocks are "off the table" regarding my articles. All accounting insight, analysis, and opinions stated within any articles I write (in regards to a specified stock) are entirely from my own personal research and analysis. I believe my articles are both informative and in some cases educational.
NOTE: A growing number of readers/investors, analysts, and representatives of firms have requested to be provided with my "spreadsheets/models" to help better understand certain companies/sectors. My researched data is several files of 100+ spreadsheets/models containing both stocks I write about on S.A. and stocks I choose to not write about on S.A. To reduce the repeated requests to provide such data, these spreadsheets/models are ALL linked together. As such, all current and future requests to "share" ALL my data/models will be politely declined. Thanks for your understanding regarding this matter.
I appreciate my loyal readers and I’ll continue to try to provide high quality, in-depth articles.
NOTE: Below are the stocks I currently cover (as of March 2018):
Stocks Covered (20 mREITs; 12 BDCs; 8 Other Sectors): ACSF, AGNC, AINV, AI, ANH, ARCC, ARR, BMNM, BXMT (New), CHMI, CMO, CYS, DX, EFC, FSIC (New) GBDC, IVR, MAIN, MCC, MFA, MITT, MO, MTGE, NEWT, NLY, NRZ, NVS, NYMT, OCSI (formerly FSFR), OCSL (formerly FSC), ORC, PHM, PMT, PSEC, PM, SLRC, TOL, TRP, TWO, and WMC.
Commonly Asked Questions:
Question 1): If you are only paid per article, why make your articles so long / detailed?
- I like to provide the “nuts and bolts” of a company. As such, I strive for my articles to have some sort of “hard to obtain” facts / figures. From this data, I like to fully discuss / analyze specific topics within a particular stock. This mainly consists of a quarterly projection article and a series of articles on a company’s dividend sustainability. In certain instances, I also write articles in regards to specific, material events that occur during a quarter.
- I believe a company’s quarterly results and upcoming dividend declarations are two of the most important topics readers are requesting information on. My analysis takes the “average” article several steps further to allow readers to have access to information that is rare to public viewership.
Question 2): How come you only write 1-2 articles a week (would like to see more)?
- As stated in my profile above, I have a full-time professional career. I write / analyze stocks in my free time. To provide these types of high quality / in-depth articles, I can’t see writing more than 2 articles a week. I believe “quality” should always be a higher priority versus “quantity”.
- As many readers should know by now (if you’ve followed me for a while), I not here for the monetary rewards. If that was the case, I’d write 5+ weekly articles and provide little to no engagement in each article’s comment section. I believe the comments section is as important as the article themselves b/c readers have a wide range of questions in relation to each article or the sector in general.
Question 3): What do you personally gain from writing these articles?
- I am not here trying to promote a company, book, or website. There’s nothing wrong with that. That’s just not what I’m about. I’m here for the “average Joe”.
- When I decided to write these articles, I based it on the notion I am filling a “special niche” per se. Using skills that have been built up over my professional career, my articles usually provide unique information that most writers either a) don’t have the technical expertise to provide or b) don’t bother providing due to the time it takes to compile such data. As such, I believe the S.A. community benefits from my articles. I solely do this b/c it’s a passion of mine and I like helping readers have accurate, reliable data that is not readily available. Yes, I understand this may seem “hard to believe” in this day and age.
Question 4): How come you do not write about more stocks?
- To give readers the level of detail that I provide in my articles, I amass large amounts of data every quarter (or even weekly). As a direct result, a large amount of time is consumed by obtaining / analyzing this data.
- If I expanded the stocks I research, it would most likely take away the quality of other articles I currently am writing about. Again, this gets back to the “quality vs. quantity” metric.
- There is a fairly large range of stocks / investment vehicles I cannot write about / provide an opinion on due to various conflicts of interests (regarding my professional career). This is a topic I take VERY seriously.
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'm a dividend growth investor that is looking to execute a sound retirement plan.I constantly learn about it from multiple sources and can say that I am a true fan of SA and many of the writers in this forum.
L&F Capital Management, LLC, is a quantitative investment management group located in San Diego, California. Our multi-strategy investment approach comprises a mix of event-driven trades and long-term value investments, utilized together to maximize profit in both short and long term scenarios. We maintain consistency in portfolio mix through our long-term value holdings, but stress flexibility in portfolio mix from our daily event-driven trades. We believe this mix of flexibility and value generates both short and long term profits while reducing exposure to market volatility. L&F also shares various trade and investment opportunities through Seeking Alpha. For more information, visit www.lfcapitalmanagement.com.
Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.
B.S. Psychology University of Missouri-Columbia
MBA University of Missouri-Columbia
Full time investor looking to capitalize on market overreactions and looking for value where others see nothing but wreckage. Long term buys and short term trades to build wealth.
"Never take a position without an exit strategy, discipline is by far the tao of trading."
Ranked in the top 6% and 8% of all financial bloggers and all financial experts in the world, respectively (as measured by TipRanks). Achieved a success stock prediction rate north of 70% in the last 12-months.
My work has appeared on Yahoo! Finance, Canadian Business Journal, CNBC, Nasdaq, MarketWatch, TheStreet, MSN Money. Have been an active stock trader with a keen interest in broad knowledge – knowledge that has potential to reorder or disrupt industries. Well vested in valuation methodologies: CCA (accretion/dilution), PTA, DCF and LBO methodologies.
Received a Bachelor of Science in Economics (focus in Finance and Social Impact) from the Wharton School at the University of Pennsylvania.
Legal notice: All the information contained here is presented "as is,"without warranty of any kind, whether express or implied, as of the accuracy, timeliness, or completeness of any such information or about the results to be obtained from its use.
In search of a better constructed, more efficient, easily replicable portfolio that is properly risk-balanced for growth with lower downside risk. Also scanning the market for high-quality assets at a discounted price.
Investment horizon is always medium- to long-term (12 months or more), and will often act as a contrarian to short-term consensus in order to identify the best longer-term investment opportunities. Tend to focus on technology and energy services sectors.
Founder Daniel Martins is a former equity researcher at FBR Capital Markets in New York City; finance analyst at hedge fund Bridgewater Associates; and associate auditor at General Electric.
Daryl Montgomery is the organizer of the New York Investing meetup, a 7,000 member educational group that provides the public with unbiased stock, bond, currency and commodity market information. For details, see: http://ow.ly/Y6CNhT (it's free to join). The group is the largest investing meetup in the world. It holds monthly general meetings, offers small classes on investing topics, has webinars and provides individual tutoring.
Montgomery, a former professor and expert witness in court cases on data reliability (up to the Supreme Court), has written a number of books on investing and approximately 700 articles on financial topics. He was formerly the chief blogger for the "Helicopter Economics Investing Guide". He has done extensive research on optimal use of technical indicators. Montgomery has never worked for, nor has any association with any Wall Street company and this allows him to bring an independent perspective to market analysis.
The New York Investing meetup's strength is in calling market turns. It called the top in gold and silver in March 2008 and the exact day of the oil bottom in February 2009 and almost the exact peak price in Silver in 2011. The group went to an all-cash position starting in September 2015. The New York Investing meetup uses its own approach to technical analysis and currently has access to a proprietary model that predicts tops and bottoms in stocks and commodities.
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
Altegris searches the world to find what we believe are the best alternative investments. Our suite of alternative investment solutions are designed for financial professionals and individuals seeking to improve portfolio diversification. With one of the leading research and investment groups focused solely on alternatives, Altegris follows a disciplined process for identifying, evaluating, selecting and monitoring investment talent across a spectrum of alternative strategies including managed futures, global macro, long/short equity, event-driven and others.
Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A. Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary. Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications. "One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher."
A buy-side equity research analyst and a deputy portfolio manager covering global financials.
With nearly 10 years of investment experience on both buy- and sell-side, I provide research coverage on U.S., European, LatAm and CEEMEA banks/financials, including fundamental analysis, DCF/multiples valuation, commentaries on price-sensitive events and actionable trading ideas. If you are interested in the topic, click the "Follow" button beside my name on the top of the page.
Feel free to e-mail at email@example.com
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