I am a biotech investor with a PhD in Biochemistry and Molecular Biology. I hope to provide a crucial piece of total due diligence as well as interesting insight into clinical findings that may impact readers' portfolios and lives.
I also collaborate with Avisol Capital Partners on their Marketplace service known as the Total Pharma Tracker (TPT). Some of my work will be available to TPT subscribers either exclusively, or in advance. If you are interested, please click the link above!
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities. I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor in History. My major track focused on Investments and Financial Analysis. While at Lehigh, I was the Head Portfolio Manager of the Investment Management Group, a student group that manages three portfolios, one long/short and two long only. I have had two internships, one a summer internship at a large bank, and another helping to manage the Lehigh University Endowment for nearly a year.
Disclaimer: Bill reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
Seeking Alpha's product team is responsible for the development of all of our product-related projects from start to finish. These projects include the Seeking Alpha Portfolio apps on the App Store and Google Play, our Real Time email alert product, and optimization across the Seeking Alpha website.
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Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
A regular guy (still alive from New York!) who shows how he would manage a model (not actual) portfolio for educational purposes only, my personal finances are my own business and the disclosure statement is only for the portfolio we are discussing (if an asset is held personally, I will note that in the disclosure). I give absolutely no advice, and only offer suggestions on how I could manage a portfolio. My personal portfolio and finances can change at any time, which has nothing to do with the educational value of any article.
The main reason for a subscriber to "Follow" me, especially for the model portfolios (TARP or otherwise), is to glean some knowledge to become a better investor and not simply place bets. Money management is every bit as important as any other aspect of investing, and by following a portfolio and the actions taken, you can gain some insight into a somewhat higher level of investing acumen. There are no requirements, and this is not "rocket science" - it is simply a powerful way for you to put the money you have worked hard for to work even harder for you. My message will be consistent, and my hope by doing this is to share my own experiences, illustrated in the model mock portfolios I build exclusively for Seeking Alpha. Knowledge is power, and many folks shy away from the investing world because that very world makes it more confusing each and every day in an effort to sell you something: stock picks, technical strategies, books, videos, subscriptions with "secret ideas," gadgets, and even snake oil. My promise to you is that my work here will remain free to all of my followers, with the hope of giving to you some of the things that took years for me to learn myself.
2016 returns: 22.40%
2017 returns: 22.05%
The REIT Forum is in the top 1% on TipRanks: http://bit.ly/cwmftip
The REIT Forum focuses on risk-adjusted returns with a defensive strategy. With a strong background in accounting and finance, fundamentals are a top priority. Buying a strong company with great fundamentals at an attractive price is a good long-term strategy. The subscription platform allows me to do a few things very well. It allows me to share the research I’m doing for my own investment decision making. It allows me to communicate rapidly with investors that are willing to pay for my best work.
The REIT Forum includes:
Subscriber only – Extensive research (thousands of articles) on 50+ companies, buy targets, and forward looking analysis.
Subscriber only - Weekly articles comparing 50+ preferred shares and finding the best opportunities. Preferred shares offer investors high yields with relatively lower risk.
Subscriber only - Analysis and updates on the REIT sectors. This includes finding the best investments within a subsector.
Subscriber only – Risk ratings and dividend sustainability research.
What is my view on risk?
The traditional view is to see earning excess returns as compensation for taking on high levels of risk. I believe it is far better to focus on earning returns from catching market failures. These failures happen due to poor liquidity and investors (including analysts) working with incomplete information. I believe that by knowing the individual companies well, the investor can step in when the “risk” is heavily skewed in favor of “returns”.
I do not try to generate higher returns, I try to generate more consistent returns by reducing the downwards risk. Occasionally that results in exceptionally high returns when something corrects, but it also means I am willing to pass on several decent opportunities because I want the risk/return profile skewed heavily in my favor.
Founder and Director of Gerring Capital Partners.
Publisher of Retirement Sentinel marketplace service on Seeking Alpha.
Visiting Lecturer at Ursinus College in the Department of Business and Economics.
Faculty Advisor to the Ursinus College Finance Scholars.
Andy Hecht is a sought-after commodity and futures trader, an options expert and analyst. He is the #2 ranked author on Seeking Alpha in both the commodities and precious metals categories. He is also the author of the weekly Hecht Commodity Report on Marketplace - the most comprehensive, deep-dive commodities report available on Seeking Alpha.
Andy spent nearly 35 years on Wall Street, including two decades on the trading desk of Phillip Brothers, which became Salomon Brothers and ultimately part of Citigroup.
Over the past two decades, he has researched, structured and executed some of the largest trades ever made, involving massive quantities of precious metals and bulk commodities.
Andy understands the market in a way many traders can’t imagine. He’s booked vessels, armored cars, and trains to transport and store a broad range of commodities. And he’s worked directly with The United Nations and the legendary trading group Phibro.
Today, Andy remains in close contact with sources around the world and his network of traders.
“I have a vast Rolodex of information in my head… so many bull and bear markets. When something happens, I don’t have to think. I just react. History does tend to repeat itself over and over.”
His friends and mentors include highly regarded energy and precious metals traders, supply line specialists and international shipping companies that give him vast insight into the market.
Andy’s writing and analysis are on many market-based websites including CQG. Andy lectures at colleges and Universities. He also contributes to Traders Magazine. He consults for companies involved in producing and consuming commodities. Andy's biweekly radio show, The Commodities Hour with Andy Hecht, can be heard on Tuesdays and Thursdays from 5-6 PM EST on www.tfnn.com. Andy’s first book How to Make Money with Commodities, published by McGraw-Hill was released in 2013 and has received excellent reviews. Andy held a Series 3 and Series 30 license from the National Futures Association and a collaborator and strategist with hedge funds. Andy is the commodity expert for the website about.com and blogs on his own site technomentals.com.
Bachar Samawi is Founder of Bachar Samawi Ventures (http://www.samawi.net).
Bachar Samawi has 29-years international experience in finance, trading, new business development, private equity, venture capital and investment management, spanning multiple sectors including Banking, Energy, Technology, Agro, Industry, Healthcare and Real Estate.
As Chief investment Officer for one of Qatar Holding’s international $5 Billion subsidiary partnerships (Qatar Holding / Qatar Investment Authority is the $370 Billion Qatar Sovereign Wealth Fund), Mr. Samawi was primarily responsible for evaluating and determining investment opportunities (which include Healthcare, Banking, Energy, Agriculture, and other), as well as launching projects with expected private equity requirement in excess of $100 Million per project. To such effect, Mr. Samawi deployed his Wall Street experience to lead meetings and negotiations with all stakeholders, including government officials and ministers, major banks, investors, financiers, international organizations, global corporations, diplomatic missions, and more.
As Vice Chairman of the Board of Directors and Managing Partner for Caltech Developments Limited - Your Global Partner in Energy, Mr. Samawi led strategy & structuring on multi-billion dollar long-term crude oil refining supply negotiations.
Mr. Samawi held senior level positions with multi-Billion dollar institutions in the USA and the Middle East including National Energy Group in the Washington DC area (non-regulated subsidiary of $34 Billion Pacific Gas & Electric), where he built the power trading department, Sanwa-BGK in New York (US Primary Dealership subsidiary of Sanwa Bank, which later merged with Tokai Bank and Mitsubishi Tokyo Financial Group, to become today’s $75 Billion Mitsubishi UFJ Financial Group), where he co-founded the Fixed Income OTC Options department, and other international holding companies (diversified in Banking, Industry, Real Estate, Services and Trade).
His responsibilities included launching new businesses, setting up departments generating income in excess of $100 Million annually, negotiating and securing partnerships with Top Five international conglomerates in Energy and Finance, advising Board of Directors on Strategic Ventures, acting as Interim CEO, trouble-shooting and turning around struggling businesses, optimizing financial and real estate portfolios, and more.
Samawi graduated from Yale University with a double major in Computer Science and Economics. He has also completed numerous certifications in Finance and Management & Leadership training and is fluent in English, French and Arabic. Samawi has also authored numerous articles and white papers, and has given speeches throughout the world including France, Germany and the USA.
Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium SA platform, "Retirement: One Dividend At A Time" . This exclusive RODAT Portfolio has performed even better than my popular FTG Portfolio, with higher dividend income growth and greater capital appreciation.
If you are interested in any of my digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site
You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
John Thomas is a 50-year veteran of the financial markets. He spent 10 years as a financial journalist, ten more years trading for a major investment bank, and another decade running the first dedicated international hedge funds. Seeing the incredible inefficiencies and severe mispricing offered by the popping of multiple bubbles during the Great Crash of 2008, and missing the adrenaline of the marketplace, he returned to active hedge fund management.
With The Diary of a Mad Hedge Fund Trader, his goal is to broaden public understanding of the techniques and strategies employed by the most successful hedge funds so that they may more profitably manage their own money.
He publishes a daily research newsletter, and offers one of the most successful trade mentoring services in the industry. He currently has followers in 134 countries.
In his free time, John Thomas climbs mountains, does long distance backpacks, practices karate, performs aerobatics in antique aircraft, collects vintages wines, reads the Japanese classics, and engages in a wide variety of public service and philanthropic activities.
His career has taken him up to 20,000 feet on Mount Everest, to the edge of space at 90,000 feet in the Cockpit of a MIG-25, and to the depths of a sunken Japanese fleet in the Truk Lagoon.
Why they call him "Mad" he will never understand.
I have been researching and investing in stocks and options in my own accounts since 2006. I finished my MBA in 2007 and then worked as the Finance Manager at a start up for 7 years. I currently design solar projects with Ideal Energy, one of Iowa's oldest solar developers and installers.
I've found that my skill lies in taking the time to read 10-K and 10-Q reports carefully and being able to then create realistic future projections. As a value investor I tend to look at cash flow as much as if not more than earnings and revenues.
My investment horizon is typically at least 5-10 years, and ideally I place my money into investments which I could see myself holding through retirement. That said, I do also enjoy allocating a small portion of my account to short term options plays.
In our free time, my wife and I lused to travel the world. We've each been to over 45 countries and relish the opportunity to see how people live all around the world. Now we enjoy seeing our young son grow day by day.
Erik Kobayashi-Solomon is the co-founder of Framework Investing and the author of The Intelligent Option Investor (McGraw-Hill, 2014). Framework Investing provides institutional-caliber educational programs to fund managers, investment advisors, family offices and high net worth individuals. We specialize in educating investors on a simple, disciplined and repeatable framework for valuing companies, showing how to structure asymmetric investments in these companies through a prudent combination of common stocks, options, and cash, and demonstrating how to overcome the behavioral biases and structural factors that so often cause investors problems. We provide consulting on hedging and income strategies, as well as levered growth investment strategies are also within Framework's bailiwick. Erik has worked in the investment industry since 1997 in a wide variety of buy- and sell-side roles on both sides of the Pacific. Past positions have included the head of listed derivative operations for a bulge bracket firm’s Tokyo branch, the market risk manager for a global long-short equity hedge fund, editor of Morningstar’s OptionInvestor newsletter, and architect of the IFC’s (World Bank Group) standardized valuation model for emerging market private equity business. Erik lives in Chicago, Illinois with his family and enjoys hiking and reading.
Scott Grannis was Chief Economist from 1989 to 2007 at Western Asset Management Company, a Pasadena-based manager of fixed-income funds for institutional investors around the globe. He was a member of Western's Investment Strategy Committee, was responsible for developing the firm's domestic and international outlook, and provided consultation and advice on investment and asset allocation strategies to CFOs, Treasurers, and pension fund managers. He specialized in analysis of Federal Reserve policy and interest rate forecasting, and spearheaded the firm's research into Treasury Inflation Protected Securities (TIPS). Prior to joining Western Asset, he was Senior Economist at the Claremont Economics Institute, an economic forecasting and consulting service headed by John Rutledge, from 1980 to 1986. From 1986 to 1989, he was Principal at Leland O'Brien Rubinstein Associates, a financial services firm that specialized in sophisticated hedging strategies for institutional investors.
Visit his blog: Calafia Beach Pundit (http://scottgrannis.blogspot.com/)
Henry Cao is an enthusiastic young business professional with diverse experience in the private sector, public sector, entrepreneurship, and non-profit organization. He recently graduated from the University of Toronto with an MBA and is working in the investment industry in Edmonton. In his spare time, Henry enjoys a good game of badminton as well as catching-up with friends over a cup of coffee.
NOTE: Articles submitted via this Seeking Alpha account are dated October 2015 and prior, before Henry accepted his role with his current employer.
〓 Education 〓
MBA (finance), University of Toronto
BBA (finance), University of Toronto
CFA Level 3 Completed
CIPM Level 2 (Expert Level) Completed
Financial Risk Manager (FRM) Part 1 Completed
Canadian Securities Course (CSC) Completed
Chartered Alternative Investment Analyst (CAIA) Level I Candidate
Recent high-school graduate based in Singapore looking to break into the buy/sell-side. Grateful for opportunities to interview locally.
Disclaimer: The author's reports contain factual statements and opinions. He derives factual statements from sources which he believes are accurate, but neither they nor the author represent that the facts presented are accurate or complete. Opinions are those of the the author and are subject to change without notice. His reports are for informational purposes only and do not offer securities or solicit the offer of securities of any company. Mr. Goh ("Lester") accepts no liability whatsoever for any direct or consequential loss or damage arising from any use of his reports or their content. Lester advises readers to conduct their own due diligence before investing in any companies covered by him. He does not know of each individual's investment objectives, risk appetite, and time horizon. His reports do not constitute as investment advice and are meant for general public consumption. Past performance is not indicative of future performance.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, CNN, Newsmax, and Fox. He is the #1 contributing analyst on Seeking Alpha in 2014, 2015, 2016, and 2017 (based on page views).
Thomas has co-authored a book, The Intelligent REIT Investor, and is the author of The Trump Factor: Unlocking The Secrets Behind The Trump Empire (available on Amazon).
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College and he is married with 5 wonderful kids.
Founder and CEO AAPLTrader.com Social Network
Stock & Options Mentor, Husband, surfer and good friend to many.
AAPLTrader Social Network www.AAPLTrader.com
I Co-Founded AAPLTrader.com because I saw a hole in the financial education industry. There is an old way of thinking when it comes to investing, and many brokers, investors and traders are still unwilling to dive into stock and option trading as a way to profit from "Pay Day Cycles" . AAPLTrader is a resource that covers the best tips and practices on trading AAPL stock plus connects you to the fastest growing network of AAPL traders in the world!
If you want to join AAPLTrader's free social network then head over to www.AAPLTrader.com
Stock Master Mind Group:
The AAPL Stock Master Mind Group is a membership area within AAPLTrader.com. Members receive live training and investment strategies from expert stock and options traders via a LiveStream Broadcast. Members also receive the opportunity to ask questions and chat live with other Master Mind members during the live broadcast.
For more products, resources, articles, videos and tips go to www.AAPLTrader.com
Stock & Option Mentoring,
Apple Investment Strategies,
Apple Trading Speaker.
Stock and Option Trading,
Stock and Option Training,
Apple Investment Consulting,
AAPL Stock Trading,
Stock and Option Coach
Social Networks for Stock Traders
Investing in Social Networks
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.
I am a simple individual investor who believes that the playing field is level, but may require active management of one's holdings. I've devised a series of steps that constitute a highly defined covered option strategy that most anyone can follow and that I've described in Option to Profit (2011). Having retired from a career in Pediatric Dentistry, approximately 10 years ahead of schedule, after spending the previous 10 years working just 2 days each week, I now spend my time trading.
For almost 5 years I alerted others of trading opportunities in large cap positions through the Option to Profit subscription service, a premium subscription service that provided actionable Trading Alerts via text messaging or e-mail at my old site www.optiontoprofit.com.
As of January 2, 2017, the site and the name "option to Profit" are no longer mine. as I've again joined the dark side and taken the easy money. But I've returned to my blogging roots on January 2, 2017 by resurrecting the old TheAcsMan.com ad supported web site, open to all.
That, too, ended and the new, subscriber based LEAPtoProfit.com will launch on July 1, 2018 and will be geared to the less active trader who is either shifting into a "buy and hold" strategy, as am I in this next to final stage of my investing career or seeks to milk an existing "buy and hold" portfolio.
Ultimately, I hope to make my stock portfolio improve the quality of my life.
Whatever stage of life you are in, you can make your stocks improve that quality by putting them to work for you and perhaps LEAPtoProfit can be part of that process.
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 am the founder and editor of Investment Directions. My career has been managing and consulting to multi-billion dollar funds. Using the widely accepted “multi-manager” approach, I have worked with top investment managers throughout the country, gaining a high level of expertise.
My career has spanned many market environments, and I have hands-on experience searching out opportunities and avoiding risks in all of them. I now devote my time to Investment Directions, with the goal of helping investors further their understanding and improve their investing skills.
I am currently serving on: The AAUW Investment Advisers Committee and The City of Vista Investment Advisory Committee.
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.
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, sustainability, and personal objectives. While the past may be instructive, Aloisi cautions on over reliance.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi voluntarily serves as VP of his local school board.
Creator of Old School Value (https://www.oldschoolvalue.com), a fundamental stock screening, valuation and analysis for busy value investors.
We seek undervalued and under-appreciated stocks to go long before the market catches on.
By using our universe of stock ratings and methods to quickly compress our list, we look for the best opportunities to build wealth through the stock market.
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.