I buy established, good companies with strong management, solid balance sheets, free cash flow, growing earnings, and increasing dividends. This is a long strategy, which buys value situations, combining the fundamentals of Growth at a Reasonable Price, with Dividend Growth Investing. This style has been coined as "I-GARP" by Clay King. To further reduce my risk and enhance my returns, I enter positions by selling puts, also known as short puts. I practice Teddi Knight's strategy of using option premium capital to build positions, and use technical analysis, (Bollilnger Bands, 10-20-30 moving averages, and earnings misses) to enter trades, as practiced by Teddi and Dr. Samir Elias.
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I was trained in finance, but work in strategy. I invest very infrequently, and balance my portfolio once a year. I buy and hold hold indices and volatility ETFs. I trade a little bit on the side, but that's pure gambling, for fun.
Academic background in accounting; MBA/CPA/JD. Headed a corporate pension fund; served as CFO for insurance company; established title/transactional firm; served as REIT CEO; former professor; served on profit and non-profit boards; currently share management responsibilities for hedge fund; compete in professional golf tournaments. Writing background includes various briefs in federal courts, including US Supreme Court. Currently trying to finish a science fiction novel. Trading experience focused on options and portfolio enhancement. Plans to retire from hedge fund as of December 31st. Future activities will include pro bono assistance to individuals and groups in need of retirement guidance. Looks forward to more time for writing and travel.
I retired as CEO of an Automotive Parts supplier, and manage an investment portfolio for myself and family. I have a BA in History from Royal Military College of Canada and an MBA from the University of Western Ontario. My first career was as a fighter pilot in the RCAF, and, following my MBA I joined McKinsey & Company, Inc. leaving them for Canadian GE. I left CGE as a Vice President in 1984 and founded The Enfield Corporation Limited ("Enfield") which grew from 243 employees in 1984 to over 10,000 in 1989 when Enfield was taken over and I was replaced as CEO. In 1989, I acquired control of Algonquin Mercantile Corporation, renamed Automodular Corporation in the late 1990's when I turned it to focus exclusively on automotive parts sub-assembly. Along the way, Algonquin turned a few ageing drug stores into Pharmx Rexall Drug Stores Ltd., sold to Katz group in 1997 and today a major Canadian drug store chain. I have been a private investor since 1971 both directly and through a private company controlled by myself and members of my family.
I buy established, good companies with strong management, solid balance sheets, free cash flow, growing earnings, and increasing dividends. This is a long strategy, which buys value situations, combining the fundamentals of Growth at a Reasonable Price, with Dividend Growth Investing. This style has been coined as "I-GARP" by Clay King.
To further reduce my risk and enhance my returns, I enter positions by selling puts, also known as short puts. I practice Teddi Knight's strategy of using option premium capital to build positions, and use technical analysis, (Bollilnger Bands, 10-20-30 moving averages, and earnings misses) to enter trades, as practiced by Teddi and Dr. Samir Elias.
An investor for over 40 years from the Oil Embargo bear of 1973 to the present. Stocks are risky but options can control that risk. After losing much of my starting capital in the early 1970's by using the "professionals", I have developed my own investing strategies for selling naked puts, credit spreads, iron condors and covered calls to control the risk that stocks present and provide a weekly income stream for my portfolio. My naked put strategies remain my favorite choice. While many people do not see options as an investing strategy, after more than 4 decades of being involved with some of the greatest companies in the world, I have found that I can generate annual double digit returns in good and bad markets. My trades are posted to my website fullyinformed.com While trading in options is a strategy that often involves small gains, they are regular and consistent small gains which over a period of time add up to large returns. On my entire stock portfolio I have consistently managed annual returns of 12% or better every year in up an down markets. These are not averages but annual which when totaled up over decades show the real power of options in both generating income while also offering protection against declines and bear markets, indeed profiting in them. My strategy is a split of 40% in stocks, 30% in bonds and 30% in cash which is available at all times to take advantage of investing opportunities such as when stocks go on sale during periods of panic or large declines. I believe investors need to treat their investing like a business. This means setting realistic goals and using solid back tested strategies. I sleep nights knowing that in any market my portfolio is performing as it should. Teddi Knight
Parsimony Research provides dividend stock research and analysis to investors subscribed to the Dividend Investors Club. The Dividend Investors Club is made up of thousands of do-it-yourself dividend and income investors working toward one common goal...generating consistent income!
Our strategy is simple:
1. Buy great dividend stocks at reasonable prices.
2. Enhance income with conservative option strategies.
3. Manage risk through diversification and exit strategies.
Our research (which includes dividend stock rankings, online stock profiles, Buy Zones, Profit Zones, Action Ratings, stock screens, and model portfolios) will give you all the tools you need to build and monitor your own DIY Dividend Portfolio and super charge that portfolio with conservative option strategies (cover calls and cash-secured puts).
Visit the Dividend investors Club website to learn more...
I am a retired global analyst, currently busy in investing and writing articles about stocks at several investing publications and websites. I have also developed strategies for creating winning portfolios according to specific formulas.
In January 2015, I was ranked among the world’s top 10 financial bloggers according to TipRanks, which holds financial experts accountable for their recommendations by disclosing their stock ratings since 2009:
My name is Difu Wu. I am an individual investor. I currently live in the US. My investment interests include gold, bonds, dividend stocks, value investing, index funds, small cap stocks, emerging markets, and international stocks. My favorite investment books are Security Analysis, by Graham and Dodd; Intelligent Investor, by Graham; Little Book of Common Sense Investing, by Bogle; Single Best Investment, by Miller; Secret Code of the Superior Investor, by Glassman; One Up on Wall Street, by Lynch. I welcome your comments and suggestions. Please do not hesitate to contact me. Thanks!
I've been in investment management since 1990, currently as the money manager for Worm Capital. I received my law degree from the University of Oregon in 1984, worked as an accountant for the international accounting firm KPMG, then got involved in investing. I've written over 300 columns for The Financial Times, TheStreet.com, Realmoney.com and SeekingAlpha.com.
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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Specializing in profiling high beta sectors, Bret Jensen founded and also manages The Biotech Forum, The Insiders Forum, and the Busted IPO Forum model portfolios. Finding “gems” in the biotech and small-cap stock sectors, these highly volatile spaces proven hugely successful have empowered Bret Jensen's own investing portfolio.
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Learn more about Bret Jensen's Marketplace Offerings:
The Insiders Forum | The Biotech Forum | Busted IPO Forum
Specialize in the investment in and trading of "deep-value" high-yield securities, including debt, preferred shares, common shares, put/call options, and ETF's, for my own and family accounts only. Have over seventeen years experience personally directing our personal and family accounts on a mostly full-time basis.
Was previously an international-business executive, general manager and entrepreneur in the medical-technology industry. Also provided consulting, related to general management, new-venture formation and acquisition of venture capital.
Education: Brown University, School of Engineering (Sc. B. '71); University of Virginia, Darden School of Business Administration (MBA '73).
Present Home: Sarasota, FL
Previous Homes: New York City, Mountain View, CA
Hometown: Baltimore, MD
Founder of Bern Factor LLC, a registered investment advisory firm located in Virginia, and the sole investment advisor representative of the firm at present. My association with the Marketplace subscription service, Friedrich Global Research, is a collaboration with Mycroft Friedrich, another contributor on Seeking Alpha. Together we have nearly 80 years of investing and analysis experience. I am a former CPA (1990 -2017) and became a CFA charter holder in 2000. I consider myself an expert in Quantitative and Qualitative analysis and have extensive experience in Technical Analysis. I also have a deep interest in stock market history and hold degrees in Economics (BSBA) and Management Information Systems (MBA). I have been actively involved with investment analysis and investment management since 1985 but have been a student of investing since the 1960s. I owned my first individual stock position while still in high school. I am a student of Benjamin Graham and Warren Buffett. I have achieved a uniquely diverse experience from multiple careers that has allowed me to develop a broad perspective enabling me to look at the big picture of macroeconomics all the way down to the detail of a retail unit or factory floor. In my youth I was in retail, then served in reconnaissance during my tours in Vietnam. I have been a blue collar, union worker in a factory and a manager in services, hospitality and transportation as well as a manager of professional staffs. I have more than 20 years of experience each in both public and private sectors. I have personal points of reference that many analysts will never have. I bring more to the table than just the theories and models I have studied or built. To understand more about my investing philosophy please visit my website.
Michael A. Gayed, CFA, winner of the 2016 Dow Award and 2015 NAAIM Wagner Award, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages mutual funds and separate accounts according to its ATAC strategies. Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube youtube.com/pensionpartners. He has re-released his father's 1990 book Intermarket Analysis and Investing, now available on Amazon.com.
Dr. Chris Kacher & Gil Morales run www.VirtueOfSelfishInvesting.com
Our VIX Volatility Model was up as much as +177.03% in 2016. After further debugging and improvements to the algo, it is up almost +15% in 2017 as of 1-13-17
Go here for results: https://www.virtueofselfishinvesting.com/market-timing-results/dr-k-vix-volatility-model/0
In 1995, Dr. Kacher operated one of the first Internet-based stock advisory services. He then went on to generate triple digit percentage returns for six years in a row during the 1995-2000 period before moving to cash for most of the 2000-2002 bear market, one of the worst in history. From 1996-2001, Dr. Kacher served as chief research analyst for William O'Neil + Company, the New York Stock Exchange member firm, institutional research provider, and publisher of Investor's Business Daily newspaper. During this period, William O'Neil hand-picked Dr. Kacher to manage a portion of the firm's proprietary capital, whereupon Dr. Kacher became a top internal portfolio manager at the company. Dr. Kacher received his B.S. in Chemistry and Ph.D. in Nuclear Physics from University of California at Berkeley, where he co-discovered Element 110 on the Periodic Table of Elements and confirmed the existence of Element 106 for which his team named Seaborgium after Dr. Glenn Seaborg, the inventor of plutonium, who supervised Dr. Kacher's work as a doctoral student at UC Berkeley. Musically gifted, Dr. Kacher was classically trained on the piano beginning at age 3, composing his first song at age 5 which he called "Night Fog," and performing as a concert pianist from ages 5 to 12 in high-profile cities in the US and Japan. He released his debut CD comprised of 21 original piano compositions in 2009. He, together with Gil Morales, recently co-authored a number of books including the bestseller "Trade Like An O'Neil Disciple: How We Made 18,000% in the Stock Market", published by John Wiley & Sons.
In the 1996 to 2002 period, Dr. Kacher achieved in his personal account a total return in excess of 18,000%, as verified by KPMG, the Big Four auditor here: http://s3.amazonaws.com/vosi/download/chris-kacher-kpmg-verification-letter.pdf
Dr. Kacher is also currently a principal and Managing Director of MoKa Investors, LLC and Virtue of Selfish Investing, LLC, www.virtueofselfishinvesting.com. He has been a frequent guest and commentator on MarketWatch.com, TownHall.com, CBS host Andy Giersher's Portfolio Doctor, and CNN News Radio's Wall Street Shuffle, among other venues.
Mr. Morales began his investment career in 1991 as a stockbroker in the Beverly Hills branch of Merrill Lynch. In 1994 he joined PaineWebber, Inc. where he quickly achieved Chairman's Club status as a top producer. In 1997, William O'Neil personally recruited Mr. Morales to join William O'Neil + Company, Inc. where he spent the next eight years as a Vice-President, internal Portfolio Manager responsible for managing a portion of the firm's proprietary assets, and Manager of the O'Neil Institutional Services group responsible for advising over 500 of the largest and most successful institutional investors in the world, including mutual fund, pension fund, and hedge fund clients. Mr. Morales also co-authored with William J. O'Neil a book on short-selling, "How to Make Money Selling Stocks Short," published by John Wiley & Sons in 2004. In 2004, Mr. Morales was appointed Chief Market Strategist for William O'Neil + Company, Inc. He, together with Chris Kacher, recently co-authored the book, "Trade Like An O'Neil Disciple: How We Made 18,000% in the Stock Market", published by John Wiley & Sons in 2010. He also contributed to the book, "Wiley Trading Guide, Volume II", published in 2011. In the period from January 1, 1998 to December 31, 2005, Mr. Morales achieved in his personal account a total return of 10,904.25% as audited by Rothstein Kass & Company, a hedge fund auditing firm . Applying a standard hedge fund 2%/20% fee structure to this return would yield a pro forma return of 5,572.04%, net of fees. Mr. Morales received his B.A. in economics from Stanford University. Mr. Morales is also currently a principal and Managing Director of MoKa Investors, LLC and Virtue of Selfish Investing, LLC, www.virtueofselfishinvesting.com. He has been a frequent guest and commentator on Fox Business News, MarketWatch.com, and CNN News Radio's Wall Street Shuffle and Opening Bell shows, among other venues. In 2010, Mr. Morales published "Trade Like an O'Neil Disciple - How We Made 18,000% in the Stock Market" (John Wiley & Sons) with his colleague and former O'Neil internal portfolio manager Dr. Chris Kacher.
Efsinvestment.com website offers simple do-it-yourself type of investment ideas. You can download excel files that can easily calculate the Fair Value of a stock, along with O-Metrix score and Margin of Safety.
Investment philosophy is to first determine the maximum loss, and invest accordingly. Like many value investors, we prefer to invest in stocks with the highest dividend yields, and highest EPS growth potentials. Telecommunication and energy stocks in emerging markets are among the favorites.
Seeking Alpha offers a great opportunity to become a part of a strong finance network. Based on extensive quantitative analysis, in any market, going short is risky. Statistical analysis shows that technical indicators work only if they are strong enough to convince the majority of the investors. Do not buy a stock at the top, do not sell a stock at the dip.
We strive to build highly disciplined, sensible client portfolios. Portfolios that are focused on investing in businesses with solid free cash flows and solid dividend payouts. We buy businesses, not stocks.
Tim is a Registered Investment Advisor.
Ananthan Thangavel is the Managing Director of Lakshmi Capital and Lead Writer for the RealFinance Commodity Analyst Newsletter. He is particularly proud of producing a return 35.01% annualized since inception (through 12/31/11) for his Lakshmi Capital Global Macro ARS clients (www.lakshmi-capital.com/performance).
Mr. Thangavel is frequently interviewed by major media outlets including Forbes and Fox Business. He called the exact top of the silver market in an interview with Bob Lenzner of Forbes (http://www.forbes.com/sites/robertlenzner/2011/04/25/gold-and-silver-due-for-a-10-correction/) and also called gold's collapse in September 2011 (http://video.foxbusiness.com/v/1156274321001/bearish-outlook-for-gold-prices).
Mr. Thangavel authors The Commodity Analyst, a newsletter service that provides weekly in-depth commodity and currency research and trading recommendations as well as daily blog updates to remind investors what to keep any eye out for (www.realfinancenewsletter.com). Ananthan welcomes collaboration and interaction in his Members Forum, a discussion board that allows for direct interaction with Ananthan.
Ananthan Thangavel holds a B.S. in Economics from Northwestern University, and a J.D. from UCLA School of Law.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.
Abigail F. Doolittle is the founder of Peak Theories Research LLC, which is an on-line research firm dedicated to providing investors with a technically-inclined view on the financial markets and the economy. The firm’s research begins with the analysis of charts and then ties in various economic fundamentals to better understand the trends pointed to in the charts. She has more than 12 years of experience in the financial services industry including portfolio management, macro research, institutional equity sales, and investment banking.
Abigail F. Doolittle
Peak Theories Research LLC
I'm a well-informed retail investor and post on SA in order to expose my thought process to critical examination and comment from readers. It makes me a better investor. I'm particularly proud of bullish macro articles posted in 2009 and later, in which I presented ideas that encouraged me to invest very profitably in a rising market. I also did articles on individual stocks, many of which contained insights not available elsewhere. Finally, I wrote a number of thoughtful articles critical of financialism and the lack of ethics on Wall Street. I donate the proceeds from my blogging to charity. The best way for me to monetize my insights is to invest accordingly. As a retail investor, I don't give investment advice. I write about what I'm investing in, and the thought process involved in decision making and stock selection. Hopefully some of what I write is of benefit to others, by sharing my experience as I interpret it and helping them improve their investment thinking and process.
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.
Dan Plettner invests and licenses his own real time trading data to Covestor Ltd. Dan previously licensed his written content to DealFlow Media, for the Closed-End Fund Alert.
Dan focuses his qualitative investigative research methods on Closed-End Funds and other underfollowed securities. His efforts seek to identify potential valuation changes which are unanticipated by median market participants. He believes readily available “quantitative research” is of minimal value for achieving outsized returns within any particular investing style.
Dan Plettner was born in 1975 and has been investing since his teen years. After completing his undergraduate degree Magna Cum Laude from Miami University (Oxford, Ohio), he won the “NSD award” as a retail Financial Advisor at Morgan Stanley Dean Witter. Dan relocated to Morgan Stanley’s International Headquarters in Manhattan where he served as a Closed-End Fund Product Specialist until 2000 and then attained his MBA from New York University.
I have 10 kids and 28 grand kids with 3 great grand kids now.
I bought my first stock a good 70 years ago and have been trading dividend paying stocks and profiting from them for well over 50 years now. I sell when I think it is needed but I buy for the long term. I am somewhat of a bottom-fisher - I like to look for the deal on a company I want to own anyway.
I have traded commodities in the past, but I prefer to use ETFs for them instead of buying them now as they trade easier and make it easier to keep my two personal portfolios balanced overall.
In my Core Portfolio - I keep at 85% dividend paying stocks with a 7+ year record of RAISING them along with 15% Gold and Silver. I rarely sell these but spend time weekly on each one keeping up with the news and reports on them.
In my Speculation (or Exploration) Portfolio - I keep stocks that cut their dividend and were sold, but re-purchased them when they dropped to a point where they are attractive again. A trade sequence on these usually ends up with me having a zero-cost basis for the shares I kept and cash ahead also. I also keep stocks in this one that I know are trading in a channel so I buy low and collect dividends until they go back up to my target price and I - again - have a zero cost-basis and free stock when I sell. This is also where stocks that I have found attractive because of low value metrics and are trending up are kept for as long as I am in the trade. As Jesse Livermoore said "No stock is too low to sell or too high to buy." He made millions by following the trends and never lost money unless he went against his own disciplines. I try to keep that in mind with my trades.
I have had a wide range of jobs in my lifetime - Law Enforcement, Professional Gambler and Gold Prospector among them. I use my experience to help me figure out what comes next.