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At Integer Investments we focus on US and European equities with a value/GARP strategy. Most articles are written by our portfolio manager Cristiano Bellavitis, Ph.D. Articles written by our analysts will be signed at the top. To view the profile of our analysts please visit our website.
Cristiano is also an Assistant Professor at the Auckland Business School (New Zealand). He earned a Ph.D. from Cass Business School, City University of London. He applies academic rigour to our investment strategy.
If you want us to follow certain stocks or if you are interested to learn more about Integer Investments feel free to get in touch.
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I am a part time investor focused on building my family's wealth incrementally over the long term by investing in companies that are well positioned to benefit from important macroeconomic themes. I have a passion for research and hold a M.S from the University of Pennsylvania. I have been an active investor for well over a decade and consider the understanding of global markets and major economic themes as one of my life's passions. I believe that investors can build wealth over the long term by ignoring short term market fluctuations and market "noise" to focus on global economic themes and fundamental company performance.
2010 - present Retired
2008-2010 CEO of Cellnet Solutions, Ltd., an Israeli provider of remotely managed networks of public wireless terminals supplying voice and value-added data services in developing countries.
2002 -2008 Managing Partner of Eurofund 2000 L.P., a venture capital fund focused on Israeli-related companies in the telecommunications, information technology and microelectronic spheres.
2001 - 2002 Co-headed TeleSoft Partners' investment activities in Israel. TeleSoft Partners is a Silicon Valley venture capital fund focusing on companies developing telecommunication-related technologies.
1994 - 2000 Managing Director and Partner at Soros Fund Management LLC, an international hedge fund in New York; focused on a private equity investment fund.
1981 -1994 Lehman Brothers. Served as assistant to the CEO for 4 years, in investment banking for 3 years, and as Managing Director of an asset management, workout and restructuring group for 6 years.
1981 M.B.A., Columbia University, New York
1979 B.Comm., University of Natal, Durban, South Africa
Boards of Directors Served on the boards of directors of publicly listed U.S. and Israeli companies (Comverse Technology, Inc., Ulticom, Inc. and E. Wardinon Ltd.); also served on the boards of numerous privately held companies.
Author of Beyond the Hype, a comprehensive emerging technology stock analysis and discussion service on Seeking Alpha Marketplace. Currently, we focus on identifying and investing in the renewable energy, storage, EV, autonomous vehicle, CPU, and GPU markets.
Beyond the Hype is different because it is dedicated to cutting through management and Wall Street commentary and providing fresh and insightful perspectives from a mid-market M&A consultant specializing in the technology and energy industries who's also been an individual Investor for over 25 years. The platform is about growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.
Beyond the Hype is different because it is dedicated to cutting through management and Wall Street commentary and providing fresh and insightful perspectives on companies and investments. We see through hype, show the true value of companies, and make investments safer. A lot of views tend to be controversial, against the grain, and remarkably accurate.
In investing, people typically talk about high risk, high reward. At Beyond The Hype, we would like to do a little better. Our motto is: Low Risk, High Reward
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Joe Marwood is an independent trader and investor specialising in stock trading, stock investing and trading systems. He worked as a professional futures trader for a trading firm in England and has a passion for building mechanical trading strategies. He has been in the market since 2008 and working with Amibroker since 2011.
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 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.
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.
Friedrich is the name given to our algorithm for analyzing companies that trade on the global stock markets. In creating Friedrich we concentrated on analyzing each company’s Main Street operations through various established ratios, along with our own unique ratios that we developed over the last 30 years. What we came up with is a final "Main Street" price per share based on Generally Accepted Accounting Principles (GAAP), which is a framework of accounting standards, rules and procedures defined by the professional accounting industry, which has been adopted by nearly all publicly traded U.S. companies. We feel that our Main Street price result is what each company would need to trade at in order to be attractive to a businessperson on Main Street looking to buy at a bargain.
Since the only constant in the universe is change, the results for each company fluctuate by varying degrees. No company is an island unto itself, but each operates in a world of constant change and at times in areas where Chaos is the norm. By analyzing a company’s Main Street operations over time, Friedrich is able to give the potential investor a decade long analysis (opinion) as well as offering a Trailing Twelve Month (TTM) analysis (opinion), as well. Thus our readers will not only get as close to a real time view of operations on Main Street as is possible, but then can measure the consistency of the company’s operations over time to determine if s/he should invest or not.
Through our Friedrich algorithm we can analyze ten years of Balance Sheet, Income Statement and Cash Flow Statement data for each company all at once and generate one final result in seconds. Friedrich was designed to be ultra-conservative and thus will cut zero slack to any company under analysis and will do so with zero emotion. Companies must be exceptional in order to get an attractive Main Street valuation and the ideal investments according to our backtesting are the ones that have been consistent over time.
By being so ultra conservative Friedrich is designed to identify bargains that Wall Street investors may have overlooked. Companies shares may trade on the stock market but the companies themselves operate on Main Street, so Friedrich is designed to generate a Main Street price per share first and only then does he go to Wall Street and see the price for which Benjamin Graham’s “Mr. Market” is offering the shares.
CapitalCube provides comprehensive company analysis including on-demand fundamental research, portfolio evaluation, and screening tools on over 40,000 global equities. CapitalCube.com empowers your investment ideas through in-depth analysis on a company’s (a) performance relative to its peers, (b) accounting and earnings quality, (c) dividend strength, and (d) likely corporate actions such as dividend changes, share buybacks, and acquisitions. Our innovative stock screener allows you to identify investment ideas using natural business terms and by investing themes e.g. companies likely to increase dividends or those with earnings quality issues – a major advance from existing screeners that use just data and financial ratios. You can also evaluate the characteristics of your portfolios by benchmarking your investments on multiple fundamental and peer-relative attributes e.g. companies in your portfolio with high quality dividends, with bloated cost structures, etc. To find out more about CapitalCube's offerings, visit http://www.CapitalCube.com.
(Photo: 2010 Third-row dugout seats at Wrigley Field with my wife Sara)
I'm 25 and married with two kids. I am a Business Administration/Finance undergrad at Northern Illinois University, and have been an avid dividend investor since I began at 21. I invest to make a worry-free dividend income for my wife and children. I hope to retire at a young age (40's) and travel the world on the money people spent buying everyday things (and still do).
We are young and in school so we currently rent, but we are debt free and devote >10% monthly to investing in long-term dividend stocks in our brokerage account and Roth IRA, and contributing to the point of maximum company match in our 401(k)'s; which we only invest in equity index funds.
I have also started teaching my daughter Vanessa(6) about companies and stocks and she already knows we like when prices go down so we can buy more of something before it goes back up. When my son Elias(2) is a little older I will begin grooming him as well, because I grew up in a house (and society) where talking about finances was non-existent and I refuse to do the same for the next generation. Everyday of our children's lives they are taught by teachers and friends and parents how to tie a shoe, add, read, spell, maintain friends, clean up, talk to people, behave in public, cook, drive, and everything else we can think of, but when it comes to finances it seems like every child is on their own and sadly high school's seem to shy away from the subject. My children will be financially ready for the world long before they are out on their own, because of what I have taught them through open questions and dialogue. Financial freedom is extremely important for a lifetime of overall happiness. Maintaining a sustainable cash-flow positive household is much more important for a child to learn than being able to recite all the capitals of the world or what year Napoleon fought at Waterloo.
I'm a lawyer and accountant who's devoted over three decades to advising clients on complex corporate finance, disclosure and reporting, and corporate governance issues. I've held board seats and executive suite positions in the mining, oil and gas and battery industries, and served as issuer's counsel for several SEC registration statements. My decades of experience give me a unique insider's view of the public and private equity markets and an encyclopedic knowledge of the business and technical issues I write about.
Over the last decade, I've earned a global following for my articles on the energy storage and alternative energy sectors. I've contributed to Seeking Alpha, The Street, NASDAQ.com, AltEnergyStocks, InvestorIntel and Batteries International Magazine.
I'm a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. I was admitted to the State Bar of Texas in 1980 and licensed to practice as a CPA in 1981.
My diverse experience in corporate finance, natural resource development and energy storage give me a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges facing the battery industry.
Thomas H. Kee Jr., is President and CEO of Stock Traders Daily. The Stock of the Week Strategy offered by Stock Traders Daily may be the best performing strategy on the market since December, 2007 (before the credit crisis), and "The Investment Rate" is arguably the best measure of the underlying economy available anywhere (it is a macroeconomic work). Our reports and analysis are currently offered by Reuters Research to their institutional clients. Economic analysis and forecasting is provided to a variety of institutional and retail clientele through Stock Traders Daily's corporate website. Mr. Kee had worked with Smith Barney, AG Edwards, and Morgan Stanley before founding Stock Traders Daily in January 2000. Stock Traders daily thrived during the Internet Debacle. (http://stocktradersdaily.com/)
Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports, dividend reports, and ETF reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information.
Visit our website at www.valuentum.com
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613. Follow us on Twitter: @Valuentum
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions. I've been trading professionally for about 20 years.
I have a Marketplace service here on Seeking Alpha called Idea Generator that's focused on real-time actionable ideas based on valuation and catalysts. The Idea Generator portfolio has beat the S&P 500 by more than 48% in 28 months.
I also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and markets (in Portuguese).
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others). I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
Marina Avilkina is the person behind 'Timing Best Buy'. She is an Associate Professor and hold Ph.D. degree in Economics. She is the author of three books on finance published in. She is also business writer, academic researcher and investor.
"My forte is Finance. I am particularly focused on investigating stock trends. I utilize my financial and economic experience, as well as thorough research, to gauge the progress and outlook of individual stocks. My goal is to provide relevant information and prudent advice to investors, helping them make informed and sensible investment decisions."
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry. Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015. You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)
I only look at stocks that have the possibility to double over a twelve month period and stocks in which the risk/reward ratio payout is high. In addition I focus on swing trade opportunities. I focus more on valuations and risk/reward metrics as opposed to what make companies tick. I have been a professional investor for over 20 years and during the past several years an economics analyst and financial writer for capital.gr, the biggest economic news portal in Greece. I have managed money from time to time and have also done some seed venture capital projects in the past.