I write to transfer all the investment ideas and concepts cluttered in my head onto (digital) paper. This helps me evaluate them with more clarity, while also subjecting them to public scrutiny.
I'm also currently a CFA candidate. I passed the level 1 exam in June 2015.
Valuation is more of an art than a science. I am an individual investor with a keen interest in equity research and valuations. Over time, I learned that I need to look at beyond the numbers and ratios to understand the market and the stock price. I truly hope that my analysis will provide additional value and insights to your portfolio.
I'm a physician with an interest in building a portfolio for total return. I subscribe to Ben Graham's value investing ethic, and am most interested in finding long-term investments trading at significant discounts to fair value.
GE (NYSE: GE) works on things that matter. The best people and the best technologies taking on the toughest challenges. Finding solutions in energy, health and home, transportation and finance. Building, powering, moving and curing the world. Not just imagining. Doing. GE works. For more information, visit the company's website at www.ge.com.
I worked in New York's financial sector for almost exactly 20 years, mostly as a healthcare analyst (drugs, biotech, and medical devices), but also as an assistant research director, portfolio manager, and options strategist. My last formal job had me in charge of Value Line's premium priced "Select" and "Special Situation" products. The former highlights the company's top stock pick of each month and the latter introduces relatively small companies. I quit that job in June, 2009 for reasons that a dozen or so confidentiality agreements preclude my discussing. In September of that year, I launched 3DimensionalResearch.com (3DR), which allows me to continue doing what I was doing previously.
I am a strong believer in maximum transparency, in both personal and business relationships. So, in that vein:
A google search will show that my former employer sued 3DR and me in November, 2009 for copyright infringement, hot news misappropriations, and the proverbial kitchen sink. Although a search won't show this, unfortunately, I represented myself in a federal courtroom in December and, in accordance with the judge's instructions, the case was settled in a matter of minutes.
Additional Disclosure: 3DR has been a financial failure thus far, in terms of getting subscribers. I detest marketing and few people want to pay for information anymore, least of all from a no-name website. That said, the vast majority of my recommendations have done very well and my personal portfolio is doing extraordinarily well (65.5% in 2013) since I tend to follow most of my own recommendations, the "event driven special situations," in particular.
I specialize in European companies, sector and macro views. Qualitative and fundamental analysis are leading, while technical analysis may decide entry and exit points.
Analysis and comparison is done on the facts. The main sources are financial data published by companies and analyzed without prejudice and as objective as possible. Emotions are kept out of the equation.
I prefer to look at the fundamentals first and start additional research later to prevent becoming biased.
Comparing companies (with other companies) or to the sector often leads to surprising conclusions. Good might be bad and the other way around. I tell them as I see them.
Apart from the fundamentals the business strategy is also an important factor. The direction (and the results) are often the result of a good or bad strategy. Success and failure of the chosen strategy will become visible when viewed over a period of time.
I have canceled my republication agreement with Seeking Alpha. Look for my future articles at http://altenergystocks.com.
Tom Konrad, PhD., CFA is a portfolio manager, financial analyst, and freelance writer specializing in renewable energy and energy efficiency. He is currently looking for a money management firm to sponsor what he believes would be the first dividend income oriented green mutual fund, based on a strategy, the Green Global Equity Income Portfolio, he has been managing since December 2013.
He is Editor at AltEnergyStocks.com.
Tom lives in New York's lower Hudson River Valley. He volunteers for the environmental nonprofit community, runs, and is a woodworker. He's currently using those woodworking skills to renovate (and upgrade the energy performance) of the 1930 farmhouse he lives in with his wife.
He can be reached at tom at tom konrad dot com.
The REIT Team of Chilton Capital Management, a Houston-based investment adviser, is headed by co-portfolio managers Bruce Garrison, CFA, and Matt Werner, CFA. Mr. Garrison has over 40 years of experience analyzing public REITs both on the buy-side and the sell-side. Mr. Werner joined Mr. Garrison on the Chilton REIT Team in 2009. Messrs. Blane Cheatham and Parker Rhea serve as REIT analysts assisting Messrs. Garrison and Werner in REIT recommendations.
The REIT Team’s strategy primarily pursues investments in publicly traded real estate investment trusts (REITs) and real estate related entities based primarily in North America. The REIT Team believes public REITs are superior vehicles for investing in real estate due to their liquidity, transparency, and total return characteristics. Investing in public securities enhances the REIT Team’s ability to diversify by geography, sector, strategy, property, and tenant while maintaining portfolio liquidity. REIT property types include apartments, regional malls, shopping centers, lodging, office, industrial, self-storage, data centers/cell towers, and a variety of health care related facilities. The REIT Team focuses on traditional methods of security analysis; primarily research, critical thought and analytical depth, which are integral to their investment process. The REIT Team’s investment approach seeks to combine its real estate industry experience with traditional methods of security selection to make sound investment decisions in real estate companies.
The Chilton REIT Team manages Separately Managed Accounts (SMAs) for high net worth individuals and institutions. Additionally, the REIT Team is the sub-advisor for an open-end investment company, the West Loop Realty Fund (tickers: REIIX, REIAX, and REICX).
Before investing one should carefully consider the West Loop Realty Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus and summary prospectus, a copy of which may be obtained by calling 800-207-7108. Please read the Fund’s prospectus or summary prospectus carefully before investing. The Fund may not be suitable for all investors. We encourage you to consult with appropriate financial professionals before considering an investment in the Fund. Liberty Street Advisors, Inc. is the advisor to the Fund. The Fund is part of the Liberty Street family of funds within the series of Investment Managers Series Trust. The Fund is Distributed by Foreside Fund Services, LLC. Chilton Capital Management, LLC is an independently owned and operated firm formed in 1996. Chilton provides investment advisory services for registered investment companies, private clients, family offices, endowments, foundations, retirement plans and trusts. For more information about Chilton Capital Management’s REIT Team, please visit www.chiltoncapital.com/reit/ or email firstname.lastname@example.org. Additional information about Chilton Capital Management LLC is also available on the United States Securities and Exchange Commission’s website at www.adviserinfo.sec.gov. The searchable IARD/CRD number for Chilton Capital Management LLC is 104592.
Harris Roen is a financial writer with a passion for understanding the economic activity of our interconnected world. His previous experience of over 15 years as a professional portfolio manager helps him ground-truth the hype through independent research and analysis, providing valuable information for readers.
Mr. Roen filters through numerous economic mainstream and specialty media reports, looking for clear, dependable information. Key economic data such as interest rates, investor sentiment, earnings and debt are constantly monitored to discern vital long-term market trends.
Independent thinking is used to distill data into trends that can be turned into actionable strategies. Individual companies and mutual funds are examined in detail to see who rises to the top regarding present quality and, more importantly, positive future prospects. The Roen Financial Report has a specific focus in the energy arena, where high-quality companies that are building a future less dependent on coal and foreign oil are sought out.
The goal at the Roen Financial Report is to present expert content in a useful, affordable newsletter. The publication strives to make recommendations solely on clear, deliberate strategies in an understandable, helpful manner.
Director, SPVInvestor Research, Inc. 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 professional background is in distribution and logistics.