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I am currently in my 4th year of Bachelor of Engineering in the Engineering Physics discipline with specializations in Nanotechnology and Micro-Electrical-Mechanical Systems. It’s no secret the discipline and specialization I have pursued is not as popular as the Mechanical and Electrical Discipline, and why would it be? Who would want to spend several thousands of hours of reading literature, running simulations and performing labs on topics as new as tandem organic photovoltaic architectures, CMOS fabrication process, quantum mechanical processes in modern devices, while still having to be virtually as competent as our counterparts in electrical, software and computer? Well the answer is approximately 40 of the 1500 or so engineers graduating next year. One thing that all these students have in common, including myself, besides the obvious sleep deprivation and copious caffeine consumption is the tenacity to not sleep till anything and everything that comes our way has been mastered. With that being said, I approach my research with the same rigor and thoroughness I have become accustomed to over the past four years. In conclusion, I aim to bring my best independent thought to the readers as I would expect being an investor myself.
Sharon di Stefano has spent 20 years as an analyst, beginning her career at Smith Barney, Harris Upham & Co. specializing in medical devices, pharmaceuticals, healthcare information technology, and biopharmacology. Ms. di Stefano had also served as Senior Venture Officer for the Edison Innovation Fund, implemented through the New Jersey Economic Development Authority that provided funding for early-stage life sciences companies. Industry experience includes laboratory research for Johns Hopkins Hospital and the Department of Defense.
Ms. di Stefano received a Masters of Science degree, in Business, from Johns Hopkins University in 1986, and a Bachelor of Arts from the University of Delaware in 1984 with a minor in biology.
I am a retired accountant with a background in large mining projects, from feasibility to full-scale operation, large scale primary industry and food processing, commercialisation of university intellectual property, and consulting to small businesses, government departments and insolvency practitioners. I have gained a wealth of experience from having the extreme good fortune to work, in a cooperative environment, with so many people far more intelligent and smarter than me; from scientists and engineers with MBA qualifications, to University professors across a range of disciplines. Through the accident of mergers, acquisitions and dispositions, I held, at various times, financial controller positions within Utah International Inc, General Electric Inc, and BHP Billiton organizations. If I have a special skill, it is in methods of assessment of projects with long lives, where costs are front loaded and/or future revenues are subject to considerable degrees of uncertainty. In relation to stocks, I have a theory, using projections to calculate a present value per share is far less useful for a share buying decision, than using those same projections for calculating future value per share for determining potential exit value.
solar/battery like to think expert far from it though/but look what the inventor ovshinsky has done/nimh battery beating the pants off of lithium in the car marketplace-ask toyota vis a vie prius family/solar went bust works just fine under ALL CONDITIONS which others have issues with/one would think with samsung-intel-micron-ibm through either quimonda/elpida/hynix they would know a bit more then some of the SELF PROCLAIMED EXPERTS commenting here. I guess perception is reality and many out there for whatever reason are LEGENDS IN THEIR OWN MINDS. The author of this article has diagnosed a very very throny case.
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.
Senior Corporate Financial Executive with nearly 30 years experience working with public and private companies, primarily in the semiconductor industry. Devote nearly all my time now to investing.
Civil engineer using nurtured logical predictive ability to increase my retirement accounts and thereby recover somewhat from the one two punch of a divorce (in 2007 I borrowed to settle and keep real estate) and real estate downturn (2008 my real estate went underwater).
"A man who follows an independent and contrary path has no guarantee of making money… but a man who follows the great mass of conventional wisdom is practically guaranteed that he will not."
Riches are made through focus and concentration on a few stocks. Riches are kept through diversification . . .
Don't try what I am doing without your own extensive research.
The writer is a long term value investor and M.Sc graduate in Financial Markets with over 10 years experience. Value can be found in both long and short ideas and uses options to enhance the risk-return profile of investment ideas.
Disclaimer: This article provides opinions and information, but does not contain recommendations or personal investment advice to any specific person for any particular purpose. Do your own research or obtain suitable personal advice.
Yaron “Ron” Reuven is the President & Chief Investment Officer of Reuven Capital Investments, LP. His expertise is in business valuations, financial model & theory analysis, and financial industry compliance. Throughout his 15 year career, Ron has been a valuable asset to many business owners and executives by managing their investments as well as advising them on countless business matters. Ron began his American dream at the age of 10 when his family emigrated from Israel to the United States. He became involved in business early on and has been exposed to a variety of industries and business models. This eclectic experience has cemented his distinctive investment and business philosophy. Establishing a FINRA MEMBER BROKER/DEALER when he was just 26 years old made Mr. Reuven one of the youngest individuals to ever independently open a FINRA member firm. Ron’s contrarian point of view and broad range of management, financial, and investment experience offers a unique value to the firm’s clients.
Yaron “Ron” Reuven began his career in the financial services industry at a New York City branch of First Union in 1999. There he began developing his own due diligence process and investment philosophy. By mid 2001, he was recruited by Raymond James Financial (NYSE:RJF), one of the largest financial services firms in the United States. At Raymond James, he began to implement his own concentrated investment philosophy and built strong relationships with his clients. Throughout one of the most difficult environments in market history Ron successfully became the third largest producing broker in the United States for Raymond James in August 2003.
Subsequently in an effort to expand the services and products he was able to offer his clients, Ron started a Wall Street office with another national independent broker/dealer based in Florida. He quickly became the firm’s largest producing broker and branch. In order to truly accomplish his long term goals, he realized that he and his team needed to be completely independent. In November 2006 REUVEN ENTERPRISES SECURITIES DIVISION (RESD) A FINRA/SIPC MEMBER FIRM AND MSRB LICENSED DEALER was founded. This was a massive undertaking which allowed Ron to truly implement his long term investment philosophy, and ultimately launch his hedge fund. In 2009 REUVEN CAPITAL INVESTMENTS, LP FUND (RCI) was launched. RCI is a long/short equity fund with a selectively concentrated portfolio. Ron’s ultimate goal for RCI is to have shareholder representation on the board of some of the companies the fund invests in.
Mr. Reuven is a NFL PLAYERS ASSOCIATION REGISTERED PLAYER FINANCIAL ADVISOR, and is involved with multiple charitable organizations, philanthropic work and public speaking. His unique philosophy, track record, and incisive financial commentary have been featured by Bloomberg, CNBC, NDTV, SNN WIRE, MANN, CNN, and GotGame.
MR. YARON “RON” REUVEN HOLDS THE FOLLOWING LICENSES:
Registered Options Principal (Series 4)
General Securities Representative (Series 7),
General Securities Principal (Series 24),
Municipal Securities Principal (Series 53),
Uniform Securities Agent State Law (Series 63),
Investment Banking Representative (Series 79)
Licensed Operations Professional (Series 99)
Licensed Life Insurance Agent and Registered Financial Planner RFP®
and CEO of Member FINRA Broker Dealer.
Mr. Berger is the creator and developer of the YDP screening tool, a chart system and its analysis for screening and monitoring dividend income equity investments. The recipient of Seeking Alpha's Outstanding Performance Award, he also has been Seeking Alpha's #3 ranked Author for Income Investing Strategy & #4 for Utilities.
20 years of sitting in the board room gives me unique insights into Oil & Gas investments and corporate deal making in general. Additionally, he offers a Premium Research subscription service for boosting income while reducing market risk using covered option writing on a dividend income equity portfolio.
Residing in Brazil gives me a local's inside view on the pulse of its economy, politics, investment climate and breaking news. A view of my front yard is available here.
A former Chief Operating Officer, Director, Vice President and General Manger of Oil and Gas for Southern Pacific's Oil and Gas Operations, Business owner, geologist, and cribbage player, I've been an investor for over 48 years (started young at 13) and learned my lessons the way that makes them stick, by hard knocks and both big and little mistakes. Hopefully I can share some of those lessons with others.
I am an American expatriate that decided to retire at age 57 in 2009 and now live in Brazil. As an early retiree I invest for income and manage portfolio risk by screening for strong and reliable historic data along with favorable fundamental and technical current trends.
I spend 6 months/year living at home in Brazil and 6 months/year traveling the world. I have structured my financial positions so that I live virtually tax free with much of my income exempt from US tax since I live ex patriot and a lot of my US derived income over the annual ex-patriate exemptions is held in my tax free ROTH and tax deferred IRA/SIMPLE plans. This enables my tax savings to pay for my 6 months of annual traveling :) .
My investing is for income and appreciation with a balance of low to moderate short term risk and low long term risk. To accomplish this I use quality dividend payors with a long track record of steady or increasing dividends along with slowly appreciating equity prices. I target a 6 to 9 % yield and almost exclusively require a minimum history of 5 years of steady/increasing dividends and no decreases in dividend ever or at least past 10 years. I diversify through sector, country and currency unit the stocks are traded in, and security type (equity, royalty trust, REIT, mlp, etf, and ADRs).
I use covered call writing to enhance my portfolio yield with no added risk. In fact, it lowers the risk substantially. Once I identify a stock I want to own and an entry price for it, I write cash covered puts at or below that entry price (with a minimum of 1%/month time premium. Thus i obtain at least a 12% annualized yield before compounding just from the option premium.
Likewise, I use the sale of cash covered puts to generate income and and generally get an entry point at 5 to 10% below my acceptable entry level price if/when the put stock does get presented. Thus my strategy provides a 12% pre compound yield on cash and entry into stock purchases at a 5 to 10% discount from "retail".
Because I only select stocks that I am willing to hold long term for their reliable dividend yields of > 6%, I am not concerned much with market volatility or short/midterm risk. Indeed, market volatility is my friend since it increases the premiums paid on the options I sell. I also selectively sell covered calls on positions I hold long so as to add to my yield that way while not taking on any additional risk.
This strategy has kept me happily living off my portfolio income and traveling 1/2 the year while my portfolio has been slowly increasing in value even after my harvesting income for living expenses. Of course my income will incrementally increase when social security kicks in for me in a few more years and I may then slightly mofidy my goals and strategies.
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HFI Research specializes in contrarian investment analysis. We help you to find clarity in a world of uncertainty. We take contrarian thinking very seriously and believe that the only way to obtain a real edge in the market is to possess a contrarian investment thesis. We share our investment analysis with premium subscribers through daily and weekly reports.
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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.
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.
Have made bundles in rust belt. Have made-- and lost-- bundles in high tech.
Former registered rep, business degree, doing vc and private company investments, while looking for stock picks on a regular basis.