long-time laissez faire investor for retirement in mutuals, now investing small part in individual stocks. Interested in business and tech, business and tech history, transportation, alt-energy, etc.
The rat is the ultimate generalist. It survives many conditions, eats a variety of food, and crawls from the toilet after being flushed.
Investing favors the rat. Don't specialize in one method or asset class. Don't depend on optimal conditions to thrive. There's opportunity in all markets for those who aren't doctrinaire.
Specialists are at a disadvantage. They don't see deals in better places and can't change their investment approach when necessary.
All trades can be assessed through the Kelly Criterion. We take a bet if it has an edge. It doesn't matter if it's a value investment, short sale, or high flying IPO. I prefer to keep my mind open and have more options.
I am mostly a daytrader engaging in both long and short bets intraday and occasionally over the short to medium term. My focus is mostly on tech stocks and more recently the shipping and offshore drilling industry. I am located in Germany and have worked quite some time as an auditor for PricewaterhouseCoopers before becoming a daytrader more than 15 years ago. During this time I managed to successfully maneuver the burst of the dotcom bubble and the aftermath of the world trade center attacks as well as the subprime crisis. My return on invested capital has been mostly good and at times reaches up to several 100% annually so I will most likely be around for some more years.
"To be best of breed requires a strong moat and I believe that this is something that can not be found by just looking at the numbers"
You may find my writing style to be a bit different - I heavily prioritize the business model over anything else. There are many businesses with great earnings and dividends histories - how do you know which ones will continue to prosper in the future? We must avoid investing like a stock screener and should carefully filter out companies that look good on paper but in reality posses no moat.
I am most influenced by Peter Lynch's teachings in "One up on Wall Street." I highly recommend this book for all beginning investors. I should point out that there is much more to learn from him than "buy what you know" which even is not ever said in his book. Lynch taught me to focus on understanding the business model and the free cash flow.
I hope to contribute to this stock community and keep investing fun (and profitable!)
Investor/Trader in biotech and tech sectors for 10 years. Founder & Editor of ROTY (Runners of the Year), a strategy and now Marketplace Service focused on discovering opportunities to achieve high % gains within a year´s time frame.
Importantly, I often highlight risk management and entry/exit strategies, as I believe they represent areas that are often neglected but materially important for readers to understand and apply if they want to be profitable long term.
To all my followers I welcome you to my BlogSpot at SA....
You PAY nothing to me to learn what I know.. I give it to all FREELY and only ask that you pass it on in your own special way, especially if you MAKE MONEY!
I am now nearly 11 years retired from the US pharma industry having spent over 33 years in the Mid-Atlantic Corridor in Sales (Hospital mainly), Scientific Relations, Managed Care/LTC, than back into sales before retiring at age 55! It was always my Dream to retire Early and I achieved my Dream in May of 2007.
I started in 1974 around Christmas Time...US Pharma was the gift that kept giving to me for almost a Lifetime.I began my career 7 months out of College at tiny Reed and Carnrick, Kenilworth, NJ. We had HIGH double digit INFLATION and soaring Un employment in 1974! After 4 years of on the job learning and thank God for Michael Morse the best Division Sales Mgr I ever had, who believed in me when others thought I was too young and In-experienced, I developed into a Solid Pharma sales performer!
Others took notice and came calling in 1978, I left R&C and went to Hospital Sales at BMY for the next 4.5 years, than in 1983 Bayer/Miles Labs recruited me away, I stayed 25 years at Bayer until we merged into SGP/MRK prior to early retirement in 2007..
I was part of the launch of over 50 new drugs over my Career with 6 different Antibiotics including Azlocillin, Amikacin , Cipro and finally Avelox. The list included Antibiotics, Anti-Fungals, Anti High Blood Pressure/ Cholesterol, Anti-Neoplastics/Cancer, Immune Modulators, Dementia/AZ and Diabetes.etc. I like to say I sold drugs that treated people from WOMB to TOMB and I mean that quite literally!
Today I enjoy investing in Bio-Pharmas mostly, because it is what I know best! I come from the Peter Lynch School of Investing so only Invest in what you Know best!
I invest mostly 70% of portfolio in large companies such as AZN, BMY, PFE, MRK, GSK, and JNJ (love the divis and security) but I like the up and coming riskier Bios like EXEL,EXAS,CLDX, ARRY and many others. Cancer, Immunotherapy and Inflammation intrigues me most today--I call these disease states the FRUIT at the Top, pretty much all the Low hanging Fruit is now discovered and available Generically/relatively cheap too....so I have made those 3 Disease States a major Focus since 2008 w/ plays at PFE, JNJ,BMY,MRK and GSK...my best performing BTs are CRIS and EXEL, which have done quite well over time for me....today I see ARRY as a BT that reminds me so much of EXEL or CRIS a couple years ago....I am long ARRY and many others today!
As of 9/20/17 I am announcing a STRONG BUY on CRIS again....a stock Ive been invested in since 2010 w/ net profit booked of ~$68,000. CRIS is One of many incubators for Roche Holdings and Genentech..they are tiny but very nimble and worthy of risk money!
With the real fears of WW Pandemics and MDR-Bacteria, the FDA/Congress has given us BARDA,the GAIN act and QDIP and I've come to appreciate the Retroviral/Antibiotic/Anti-fungal cos.and have made them a major component of my LT strategy to build wealth while in Retirement....
Ive invested in AB cos like Trius(TSRX), Cubist(CBST), Cempra(CEMP-now Melinta), Durata(DRTX), Tetraphase(TTPH), Innovation(IPIX), Akaogen(AKAO),and Paratek(PRTK)....over the last couple years... I manage personal monies and some family members retirement monies..in total well over $1M ....gratis of course!
Just click on my Picture up in the Top left corner and you can always read my thoughts on a myriad of Pharmas and BTs..I think I have 900+ comments going back 10 years now!
I do not write articles for SA because their Editors do not believe in my Writing Style and I'm too old and unwilling to change for them for a lousy $35/article/penny per click payment so I Blog FREE instead! I give FREELY what others charge an ARM or a LEG for and many read me for just that reason, others for my wisdom and yet others for me experiences in Pharma..I try to keep it REAL WORLD when SA imo does not..in fact I think SA is a fraud promoter for much of their operation!
You may or may not agree w/ me in my postings but I will always tell you how I feel about Companies and I spare you the Noise and PC crap you may hear from others...mine is an opine that covers these Companies from the perspective of ONE who worked for/against them and over 33 years..today I am UN-encumbered by the BRIDLES of employment and PC , I can honestly look back at the those who did it right and wrong and share my thoughts w/ you honestly!
I have MD diploma and more than 17 years of experience in different sales/marketing management positions in Ipsen, Eli Lilly, AstraZeneca, Merck and Bayer. My predominant marketing experience is in preparing marketing strategies for hospital I.V. antibiotics.
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As a professional in commercial real estate, my investment focus is on REITs. My goal is to provide detailed research on the properties being acquired and sold by REITs, as the quality and value of the real estate purchased by a REIT has an impact on the long term health of a REIT.
DO NOT INVEST ON THE BASIS OF MY OPINIONS
Independent writer/trader/investor that tends to write more for informational purposes than to advance a particular trading position. My positions can change dramatically as new information comes to my attention. All stocks are risky. Please, don't follow me into a penny stock without realizing they are HIGHLY risky and you can lose ALL of your investment. No payment in any form is accepted for my writing by any company or other party. I only receive that which comes from writing on Seeking Alpha.
I’M NOT A FINANCIAL ADVISOR, ATTORNEY, OR SCIENTIST & ONLY GIVE MY OPINIONS. SEEK EXPERT ADVICE ELSEWHERE. ;)
Investment Philosophy: Understand why you are getting in.
Please click to follow me if you like my work. There’s an option to do so at the top of my articles. Best functionality of site is on desktop.
Education is an undergraduate degree in Business Administration and Management. Masters' in Organizational Management.
Be kinder than necessary, for everyone you meet is fighting some kind of battle. ;)
I am an early career scientific researcher who has taken a strong interest in investing. While I invest primarily to achieve my personal financial goals, I find that doing so gives me another outlet beyond science where critical and logical thinking yield significant rewards.
On Seeking Alpha's Marketplace, I offer a premium service called the Cambridge Income Laboratory focusing mostly on research and analysis of exchange-traded funds (ETFs) and closed-end funds (CEFs). Currently, we are the top-ranked service for ETFs, and also rank 2nd for CEFs and arbitrage.
The Cambridge Income Laboratory boasts a community of over a hundred serious income investors dedicated on sharing ETF and CEF ideas and strategies. Check us out to see why one subscriber calls us a "one-stop shop for CEF research.”
Within the academic field, I have a career total of over 100 publications, 3300 total citations and an h-index of 34 (metrics from Google Scholar).
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a former Certified Public Accountant ("CPA") from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at email@example.com .
Click the "Follow" button if you are interested in seeing my outsider's view of a balance sheet and income statement.
Occasionally, I write about stocks on Seeking Alpha. Some might say I am a 'jack of all trades' (and a master of none), but I think my experience is unique.
Profile pic - Portrait of K.G.Ravich. 1823
Sorry I hide my true identity but I'm a physicist/engineer, native contrarian and idea generator. I am an eclectic dividend investor with motto "In God We Trust, All Others Pay Cash" applied to companies I invest in.
I like to read /and read a lot - did you look on my SA photo 8-)? / including popular and academic investment books and papers. After 200+ books I concluded that many (but not all) finance academics failed to delivery a good science because they usually are more concerned about match between their models and limited (in time and place) data-sets than about underlying assumptions of their models. On another hand, finance practitioners such as fund managers have different goals than I (for example, they want to outperform or replicate market each single year while my goal is to have smooth income from my investment and I don't worry to underperform in a bull market) and to some extend more limited in their choices than I (for example, with micro- and nano-cap stocks). It gives a chance for me as amateur investor to compete successfully with professionals in niche strategies such as dividend investment (see http://seekingalpha.com/instablog/725729-sds-seductive-dividend-stocks/266502-why-i-m-a-dividend-zealot-jan-31-2012).
My real portfolio consists of more than 100 dividend growth (DG) and high yield (HY) high quality stocks of USA and foreign companies with good history of dividend payments. I cherry-picked these stocks from the end of XX century in accordance with my ideas on diversification for income-equity investors ( http://seekingalpha.com/instablog/725729-sds-seductive-dividend-stocks/4183595-an-estimation-of-dividend-growth-portfolio-size). I also maintain artificial so-called "poor"folio of dividend stocks I use for self-education about market.
I understand that DGI is mostly trust in company's Board of Directors consistency and that HYI is mostly disagreement with market sentiment but both styles fit my goals and mentality,
My investor edges are
i) critical scientific approach (used in natural science rather than in liberal sciences) to finance academics ideas and strong selection between useful and worthless findings;
ii) quite predictable proprietary model of dividend reductions forecast in near future (couple years) that I have delivered from mix of hardware engineering ideas and physics concepts with finance data and behavior signals that allows me to sell stocks before such unpleasant event, and that I continue to polish;
iii) independence in time frames and market exposures forbidden for many finance practitioners;
iv) analyses of companies that are too small for institutional investors.
I have couple excellent ideas in dividend investing I'd like to capitalize, so serious requests are welcome.
I rather put my thoughts and ideas in SA Instablog and comments than in articles (I'm pretty busy/lazy/English-incompetent to perfect an article) but in all cases all standard disclaimers are applied. One of good things I have learned in Intel, that decision should be data driven. So I try to supply my ideas and thoughts with most relevant data. I love old Russian writer and dramatist Anton Chekhov principle "Brevity is the sister of talent" and think it is even more important nowadays with ocean of information in front of any investor. So, I try to follow this principle in my SA instablog and comments but please remember that "If I have more time, I would have written shorter".
Being a scientific journals referee I have a bad habit to find few weak points in almost any manuscript, so I probably too critical in some comments but I hope the article authors excuse me. I prefer communicate via SA email rather than inside comments (I usually turn off "Track new comments on this article" feature SA has). So send me a SA email if you have a question or would like to discuss my point of view.
I evaluate solar manufacturers and renewable yieldcos based on their operational, financial and growth factors. I can be found daily on the forum Solar PV Investor, at https://solarpvinvestor.com
My old new found interest is biotech/pharma, I started a new forum https://biotechinvestor.info/ for the next 15 years of investing
My professional background is in distribution and logistics.
To follow me click the "Follow" button! (Easy right?)
Kumquat Research is a college student and fund manager who has been investing for 6 years. He writes mostly about the technology sector and about event-driven and momentum opportunities across various industries and sectors. He is currently studying for degrees in both finance and computer science at the University of Maryland. Some of his interests include technology, programming, drumming, video games (developing and playing) and astronomy. Articles written and comments posted by Kumquat Research are NOT financial or investment advice, and only express his opinion. Do your own due diligence!
I look for companies with a margin of safety to their value, and I dislike downside risk. I subscribe to the first rule of investing: "Do not lose money."
I believe small and microcap stocks are the best place to look for value in the markets, as most people overlook these companies, making them more likely to be mis-priced. To exploit these opportunities, I have a subscription service with multiple microcap calls every month.
Top 100 Blogger According to TipRanks
Years of experience working for a registered independent advisor ("RIA"), structuring client accounts, performing due diligence on separately managed accounts, and performing fixed income and equity research. Worked at a bulge bracket investment bank on the trading desk for mortgage-backed securities ("MBS") as well as within derivatives trading, finished my time there in internal risk and audit.
Now invest and write full time on Seeking Alpha.
Yield Hunting is an alternative income investing service dedicated to income investors who are searching for yield hunting without the high risk of the equity market. Founded by a Lead Wealth Advisor, Chief Investment Strategist, and individual investor with two masters degrees and a CFA designation with over 20 years of investment experience. This premium subscription service authored by Alpha Gen Capital features a core-satellite model that allows investors to adjust for their own particular risk tolerance. We specialize in fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
I am retired after 40 years in the Financial Services Industry. As an Actuary and Statistician, my primary focus was Risk Management. I served as a consultant to some of the largest Financial Institutions and taught advanced risk management skills to top level investing professionals.
My articles focus primarily on Portfolio Management Techniques and balancing risk/reward opportunities. With over 40 years of personal investing history my knowledge and background has been modified by real-life experiences. I relate not only the theoretical aspects but the problems and opportunities encountered in everyday investing life.
My goal is to provide readers a thoughtful look at the stock market and suggest techniques that can help them invest better while reducing risk.
Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies and manager selection. The principal has been responsible for managing nearly seven billion dollars in credit investments across the capital structure and overseeing the research and trading of credit market activities. Rubicon Associates has written for Seeking Alpha, Learn Bonds, a newsletter and TheStreet.com in addition to advising institutional and private investors.
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 am a private investor, focused on value investing through balance sheet analysis.
I am not a financial professional nor do I work predominantly in finance.
I am a Business Development professional, working to develop new offerings into strong businesses.
I'm retired. Bought the farm -- literally (in NE Texas).
I'm a boomer, not a depression era kid (it was my parents who lived through that mess). So I'm exaggerating a bit when I state that the "Great Depression" ran into the late 50's where I grew up (the Appalachia of the West). But I did go to bed hungry, dreaming of food, because there was literally nothing to eat. The family's grocery problem was eventually solved through the good graces of a religious charity, the assistance of friends and neighbors, the perseverance of my parents, and more than a little luck.
I believe those early lean times provided a wee-bit of incentive to not let those circumstances repeat themselves... I really dislike going hungry.
But I was lucky. I had clothes; usually ate on a regular basis; got a bath once a week in a tin wash tub, whether it was needed or wanted; got medical treatment for the slices, dices and broken bones that would have crippled me, treatment for the diseases that, left untreated, would have killed me; and had the opportunity to go to school. That was an opportunity I seized with both hands and did not let go.
I am by nature inherently lazy... given the choice between digging ditch with pick and shovel at $0.10/hour or sitting behind a desk writing software at hundreds of times that hourly rate... I decided not to dig ditches.
Now that I'm retired and own the farm, I dig ditches for free.
As a kid I read constantly... pretty much everything on just about anything. Cleaned out the local libraries (it was a very small town). "The Richest Man in Babylon", biographies of Hughes, Carnegie, Rockefeller, and others, histories, westerns, mysteries, SF. Remembered various parables about being unable to grasp opportunities because one had wasted his resources.
Can't say I always succeeded, but I tried. Towards the end of my career, managed to live on about 1/3 of my gross, saving and investing what was left after taxes and insurance, and still had opportunities for fun, recreation, travel and friends.
As a NASA Engineer, I wrote a large variety of software. Some of the more notable items were:
• an email management system for the Agency and its contractors (the project included writing the procedures; reporting and correcting third party data errors;
• designing, writing and testing the software; designing and implementing the database schema and queries; navigating inter-center politics; etc);
• a moving map software that flew twice aboard the Shuttle and displayed alternate landing sites in the event of a launch emergency;
• post landing wheel-tire-brake analysis software for the Shuttle (STS-1 to final-flight);
• a graphical, real-time dynamic software simulator for a 7-joint robot;
• a FMEA/CIL data processing system (software and procedures) for Return-to-Flight after the Challenger disaster;
• data structures & translation software for the Shuttle's Wake Shield Experiment; and
• a Shuttle-Station docking simulator.
Also designed, developed, tested and used a simulation language, a graphics processing language, and various computer language processing and analysis tools.
And then there was the "fun" NASA stuff... logging 40 minutes of zero-G time (and 40 minutes of 2G time), riding a 6-DOF shuttle simulator, working (and biking) with a handful of astronauts, SCUBA-ing in the WETF whilst observing astronauts using the tools my group designed, witnessing a Shuttle launch, doing Shuttle post-landing ground penetrometer studies at Edwards AFB, simulating shuttle tile repair whilst mounted horizontally on an air-bearing floor, mentoring younger engineers, and working with some of the best and brightest people I've met in my life.
In my free time:
• I developed commercial library management, scheduling and reporting software packages, wrote the user manuals, made onsite visits and learned a lot of humility;
• guest lectured and taught software development at universities.
• lived for years in various locales in northern Japan, participated in a traditional Japanese marriage ceremony (my own), helped my father-in-law with a bit of traditional Japanese construction near Sendai, and played Shogi whenever possible (Shogi is the Japanese version of chess. The local shogi master's shocked expression of total surprise when I beat him at the game was priceless ... To the master I was just an idiot "gaijin" [foreigner] and not worth his full attention. He won the next game.);
• lived for three months in Hawaii;
• made brief excursions to Canada, Mexico and the Caribbean.
While at one time I could read, write, think, dream, and speak (without accent) in standard Japanese and could understand a bit of the Tsugaru and Zuzu-ben dialects, I don't practice much anymore.
My time in the US Army made me appreciate my MOS (a retired crypto sub-specialty) was not 11B.
I am a 41 year old investor with a long term perspective and a lot of patience. I mainly think about the future when investing in stocks. I do not care about what my selection of stocks will do next year, but what the result will be in 2040 or so. To paraphrase Warren Buffett: "You should only have stocks that you would feel comfortable having if the stock market closed up for 10 years." That means that I look for stocks that have either growth or value or combine the two. It has been proven that the group of dividend initiators and fastest dividend growers outperforms the markets by far in the long run. So I mainly select stocks from this group, although I also select high growth non-dividend payers that I believe will grow out to great multibagger. Hence: from Growth to Value. I appreciate your comments, because I believe I can learn a lot from your feedback and I believe in the wisdom of crowds.
Founder of Disruptive Tech Research – a technology research and advisory firm serving the investment management community. We provide registered investment professionals and qualified firms with independent, targeted research to support the generation of investment ideas. We focus on patent-filing activity to identify the most promising disruptive technology trends early. Then, we employ an original, bottom-up fundamental research approach to uncover micro- and small-cap ideas that are underfollowed, underappreciated and undervalued. Our mission is to provide clients with differentiated, actionable and thorough fundamental research at a cost effective price. We’re 100% independent. That means absolutely no pay-to-play arrangements, no hidden agendas and no hype. Just solid research. And yes, we eat our own cooking.
I have an undergraduate degree and a graduate degree in the field of Sociology and am a life long "student." I learned about investing through observation as my father invested my grandfather's small nest egg before I was born when grandpa died in 1958. Dad invested in Growth and Income companies so that Grandma would not run out of money and would have an income. When she died in 1978 she was worth nearly $1 million with about 60% of that being Philip Morris as it had outperformed everything else by a wide margin. At 17 I inherited about $9,000 and kept it invested and benefited from the dividends for spending money while in college and graduate school, then I had money for a downpayment on a house in my mid 20's and kept the rest invested. I was mainly buy and hold but wasn't a fan of the tobacco industry so weaned off the PM for cash needs and also bought other stocks, mainly pharmaceuticals. Up until this year I was mainly a buy and hold investor. I the past couple years I have become much more active in researching and managing my investments.
I love growth, especially with game changing companies like: NTCXF, ARTH and CLIR. I also have holdings in more traditional growth companies and ETFs--JNJ and TAN for instance.