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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.
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founder of REIT Growth and Income Monitor, with current comments on REITs posted to REITMonitor Update and REITMonitor Daily Comments.
CFA, tracks REITMonitor Index of 88 midcap and large cap REITs for total market cap of $853 billion.
REIT sectors now offer varying levels of potential return based on divergence in year to date stock price performance.
Best outlook : Data Center REITs and Cell Tower REITs
Best value : Retail REITs
Hello. Welcome to my Seeking Alpha portfolio page. I'm a financial writer and market risk analyst with over fifteen years experience in the financial services industry. I have over ten years experience on trading desks of two major banks.
My writing focuses on macro trends and identifying risks with investing in bank stocks, commodities, equities, and currencies. As a former currency risk advisor, my articles tend to focus on how international events and global capital flows impact both the equity and bond markets.
I have an economics degree with a concentration in finance from the University of Rhode Island.
Dr. Chris Martenson is an independent economist and author of a popular website, ChrisMartenson.com. His Crash Course video series explores the intertwining significance of the “three E’s”—the economy, energy, and environment and offers articulate, dynamic insight into the workings of our monetary system.
Chris earned a PhD in neurotoxicology from Duke University, and an MBA from Cornell University. His background as an educator helps him animate complex material with wisdom and humor. A fellow of the Post Carbon Institute, Chris’s work has appeared on PBS and been cited by the Washington Post. He is a contributor to the Huffington Post and FinancialSense.com.
Chris is an accomplished presenter who has offered the Crash Course seminar all over the United States. The online course has been translated into several languages, and been viewed nearly a million times. His website offers ongoing commentary and rigorously factual analysis into financial and energy-related issues and events as they unfold.
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.
I am an investment analyst at BrightGate Capital. I hold a Ph.D. in economics with a thesis dealing with stock market returns in macroeconomic models. I am also a CFA charterholder. Experience in corporate finance and macroeconomics. Areas of expertise: macroeconomics, economic modelling, finance, high yield and equity valuation. I also like value investing.
David J. Waldron is a Seeking Alpha award-winning author.
David actively conducts research and manages investments for his family portfolio in real-time, then publishes the results for his Marketplace subscribers as the Main Street Value Investor Large-Cap Total Return (MSVI-LC), Small-Cap Total Return (MSVI-SC), Dividend Income (MSVI-DI), and Passive Index ETF (MSVI-PI) model portfolios. MSVI is for everyday investors seeking value-oriented strategies designed to help them grow and preserve wealth or income to finance the significant milestones in life.
David was awarded a B.S. in Business Studies from Stockton University and completed the Practice of Management Program at Brown University. He and his wife, Suzan, live near Harrisburg, Pennsylvania USA.
I focus strongly on valuation, both on individual companies and on market indices. I regularly employ the use of cash-secured puts, covered calls, and normal buy-and-hold positions, depending on market conditions and available opportunities. Most of my investments are dividend-focused.
My career as an engineer primarily involves project management, engineering economics, and technical procurement. I have a bachelor's in electrical engineering and a master's in engineering management with a significant focus on financial modeling and engineering economics.
Seeking Alpha Marketplace Premium Service: Boslego Risk Services.
Managing Director, Boslego Risk Services
Harvard College, Economics (Honors), BA (1975)
Undergraduate thesis: "OPEC Pricing Strategy."
Harvard Business School Case Study: "Industrialized World and Oil."
Stanford University Graduate School of Business, MBA (1977)
I founded Boslego Risk Services in 1983 and became a recognized expert in the area of energy price risk management (hedging) and trading, providing oil and natural gas hedging strategies to major oil companies such as Exxon, Shell, Mobil, Chevron, Texaco and Phillips; to the national oil companies of Norway, Venezuela, Mexico, Canada, France and Italy; to major users of energy products, such as Delta Airlines, United Airlines, Burlington-Northern Railroad, and Canadian Pacific Railway.
I also provided frequent market assessments and recommended trading positions to major trading firms, such as Enron, Phibro, Sempra and Vitol, and to large hedge funds.
As the recognized expert in energy hedging, I was selected by the former president, John Treat, of the New York Mercantile Exchange (NYMEX) to write the chapter on hedging in his book, Energy Futures (1990, 2000).
Creator of the Core Value Portfolio. The goal is simple but not easy. By shooting for an extraordinary goal of compounding capital at 20% annually over the long-term, the portfolio embraces concentration and goes through dramatic swings. Those without conviction will sell when positions don't go their way, but the Core Value Portfolio always takes advantage when the market is wrong.
The Core Value Portfolio has significantly outperformed the market since its inception, but it also experienced extended periods of underperformance. This is a sacrifice that I'm willing to make for the sake of achieving superior returns over the long-term.
"No one can know everything. But still try."
Contact: generalexpert86 [g]mail
Hello! Welcome to our corner of the internet. Here at Alerian, we love MLPs and energy infrastructure. As an indexing company, we exclusively follow these asset classes all day, every day. They are our bread and butter, our peanut butter and jelly, our ham and eggs. We’re kind of dorks about it. Here’s what to expect: As an indexing firm, you can expect objectivity. As employees, we are prohibited from owning individual MLPs; any skin we have in the game is related to the asset class itself. You can expect transparency. We think that’s one of the only ways to run an index with integrity. We are also citizens of the modern world and value transparency over secrecy. Primarily, though, we’re interested in giving you the tools to make your own decisions. We trust that you’re smart and willing to put in some work to understand MLPs and energy infrastructure. Whenever possible, we’ll walk you through the process and spell out the facts we used to draw our conclusions, so that you are free to draw different ones. We’re stat nerds, too. So you can expect us to wax poetic about data. We’re no longer embarrassed about all those years in math club. In fact, those years of being decidedly uncool have helped us explain the things we love about statistics in ways everyone can understand. You won’t find stock tips here. We’ll talk about interesting developments and trends in energy, let you know how MLPs are exposed, and acknowledge the risks. In the end, your decisions are yours. You won’t find breaking news here. Instead, we’ll focus more on long-form journalism—the kind of writing that takes time to research and analyze. We’ll talk to industry experts, see what they have to say, and pass that along to you. We’ll attend analyst days, read 100-page government reports, track any relevant bills in Congress, build models, and draw diagrams. Whatever we find fascinating, intriguing, challenging, or just plain amusing, we’ll pass that along, too. Ask us questions. Our contributors have dramatically varied backgrounds and passions: engineering, physics, international studies, and communications undergraduate degrees along with some postgraduate alphabet soup (CFA, CPA, MPA, and MSA). We like to come at it from all angles. At the end of the day, everything we do here will be driven by our vision: to equip investors to make informed decisions about MLPs and energy infrastructure. That’s it. That’s all. That’s everything. Welcome Aboard. Alerian equips investors to make informed decisions about Master Limited Partnerships (MLPs) and energy infrastructure. Its benchmarks, including the flagship Alerian MLP Index (AMZ), are widely used by industry executives, investment professionals, research analysts, and national media to analyze relative performance. Over $16 billion is directly tied to the Alerian Index Series through exchange-traded products, delta one notes, and separately managed accounts. For more information, including index values, yields, constituents, and announcements regarding rebalancings, please visit www.alerian.com.
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.
Vittorio has been a full time investor and portfolio manager since 2013. Prior to 2013 he served as Vice President of Operations, Director of Corporate Strategy, and Director of Marketing for a Fortune 500 natural gas transmission and distribution company. Prior to this he was a Principal with Mercer Management Consulting and Gemini Consulting. Vittorio holds an M.S. in the Management of Technology from the MIT Sloan School of Management, a Ph.D. in Engineering from MIT, and a B.S. in Engineering from the University of Florida. He is a certified Six Sigma Master Black Belt.
My investment work is strictly non-professional. I seek to maximize value by developing data-rich, bottom-up models that forecast future company performance based on prior history. I focus on companies in the energy sector that deliver value to investors through regular distributions.
Professionally, I'm an engineer with experience in statistical process analysis.
Ron Sommer was a chief financial officer at an institution of higher education in New York City. He has 40 years of financial management experience in the public, private and not-for-profit sectors. Sommer has also been a private investor for more than 30 years. He uses a ruled-based quantitative model.
I manage investment portfolios for institutions and individuals (ranging from safe retirement income to aggressive long-term capital appreciation). If you are a "do-it-yourself" investor, I share model portfolios and investment ideas within The Value & Income Forum. You can learn more about me here. Please feel free to contact me any time. Thank you.
I serve as the senior MLP research analyst for CBRE Clarion Securities, a global asset management firm based in Radnor, PA. My primary focus is on investing in Midstream companies, including Master Limited Partnerships (MLPs), within a larger infrastructure investment team.
Williams Equity Research analyzes trading strategy, individual stocks, asset classes, market sectors, and risk to reward parameters in order to provide valuable insight to the Seeking Alpha community.
The author has over 10 years of experience in the financial markets working in areas of equities trading, complex product analysis, and risk management, as well as a graduate level education in the areas of petroleum engineering (full), law (partial), and finance (MBA, partial).
Dr. Charles Lieberman serves as chief investment officer for Advisors Capital Management L.L.C., a money management and investment advisory firm, servicing financial advisors and private clients throughout the country. Dr. Lieberman has overall responsibility for managing its three primary types of separate account portfolios, growth, growth with income, and income with growth.
A graduate of the Massachusetts Institute of Technology with a bachelors degree in economics, he earned a Ph.D. in economics from the University of Pennsylvania before beginning his professional career as an academic at the University of Maryland and, subsequently, at Northwestern University. After five years in academia, Dr. Lieberman joined the Federal Reserve Bank of New York as head of its Monetary Analysis Staff before coming to Wall Street. At Morgan Stanley and Shearson Lehman Brothers, he focused on the debt and equity markets, respectively. In 1986, he joined Manufacturers Hanover Securities Corp. as chief economist and head of research and retained that position through the subsequent mergers with Chemical Bank and Chase Manhattan. During his 11-1/2 years with these banks, he worked intensively with the Bank’s clients, as well as the Bank’s trading desks and portfolio and sat on the Bank’s Markets Committee, which was responsible for funding, interest rate and currency risk management. He also traveled extensively on behalf of the Bank, both domestically and internationally, consulting with senior government officials and portfolio managers of some of the largest financial institutions in the world.
In 1997, he left Chase to found, along with co-founder Henry Kaufman, the global macro hedge fund Strategic Investors Management L.L.C. and to serve as its managing partner and principal strategist. In this role, Dr. Lieberman constructed leveraged investments (some hedged, some unhedged) on a global basis.
Dr. Lieberman is frequently quoted in the media. He has appeared often on CNBC, Bloomberg radio and television, CNN, CNNfn, The Nightly Business Report on PBS, Reuters Financial Television, Fox Business News, and the major television networks. He is often quoted by Bloomberg, Reuters, The Wall Street Journal, The Washington Post, Barron’s, and numerous other domestic and international business publications.
Bespoke Investment Group provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to gain the data and knowledge necessary to make intelligent and profitable investment decisions. Along with running their Think B.I.G. finance blog, Bespoke provides timely investment ideas through its Bespoke Premium (http://bespokepremium.com/) subscription service and also manages money (http://bespokepremium.com/mm) for high net worth individuals.
Visit: Bespoke Investment Group (http://bespokeinvest.com/)
I'm a founder of finbox.io, an online stock research platform designed for individual investors and asset managers who care about understanding a stock’s fundamental value. The platform provides a quick sanity check so that investors can understand what they’re investing in and why. Our tools have been featured in Barron’s Magazine on multiple occasions (https://blog.finbox.io/barrons-features-finbox-io/).
Prior to finbox.io, I worked for an investment banking group providing fairness opinions in connection to stock acquisitions. I spent much of my time building valuation models to help clients determine an asset’s fair value and believe these same valuation models should be used by all investors before buying or selling a stock.
I'm a CFA Charterholder and hold an MBA in Finance.
I spend a large amount of my free time analyzing and investing in energy companies of varying size. I'm currently covering oil and gas producers in the Permian Basin and the Eagle Ford. I try to provide quarterly coverage for several companies. I also look at oil and gas producers globally, in search of strong value plays. Anytime I find one, I write about it.
I will do my absolute best to provide quality research for you to consider in your investment decisions. However, I suggest you consult with your financial advisor prior to taking any action after reading an article, comment, private chat, or any other communication that I wrote. I urge you do your own research and draw your own conclusions prior to taking any action. My articles or comments are your starting point for your research. After you enter a trade, you are on your own to enter, exit, or take no action on the trade. I am not liable for actions you take after reading something that I wrote.
AB is a research-driven investment firm that combines investment insight and innovative thinking to deliver results for our clients. At AB we believe that research excellence is the key to better outcomes and as a result we have built a global firm with exceptional research capabilities. We offer a broad array of investment services that span geographies and asset classes to meet the needs of private clients, mutual fund investors and institutional clients around the world.
Roger Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth.
Roger Conrad founded and ran the Utility Forecaster and Canadian Edge newsletters before leaving to form his own publishing company, Capitalist Times (www.CapitalistTimes.com). During his almost 30-year tenure at Utility Forecaster, Hulbert Financial Digest routinely ranked the publication as one of the best investment newsletters.
His new publication, Conrad’s Utility Investor (www.ConradsUtilityInvestor.com), continues his in-depth coverage and analysis of more than 200 essential-services stocks, primarily utilities and telecoms. Roger Conrad is also an expert on master limited partnerships (MLP) and the Canadian energy sector, which he covers for Energy & Income Advisor (www.EnergyAndIncomeAdvisor.com).
He’s also an independent trustee of Miller/Howard High Income Equity Fund and the author of Power Hungry: Strategic Investing in Telecommunications, Utilities and Other Essential Services. Although he spends a good deal of time in front of a Bloomberg terminal or reading 10-K and 10-Q reports, he’s also an avid outdoorsman and baseball fan.
The masthead may have changed, but readers can count on Roger to deliver the same high-quality analysis and rational assessment of the best dividend-paying utilities, MLPs and dividend-paying Canadian energy names.
As a former internal whistle-blower, I sacrificed everything to do the right thing. Markos N. Kaminis generated a 23% average annual return on "Strong Buy" stock selections over 5 years and ranked 2nd among a group of 60 analysts in-house as a Senior Equity Analyst over a seven-year period at Standard & Poor's. After proving his value in-house, he was promoted into a special role as an idea generator, supporting the portfolios of institutional clients as well as driving performance within S&P's recommended lists and portfolios. At times, Markos was responsible for up to 10% of the firm's entire "Strong Buy" list and is due a great deal of credit for the group's outstanding performance during his tenure.
Markos followed a group of 30-40 Small and Mid-Cap firms, and was charged with finding new buy and sell candidates across industry sectors. He generated a 23% average annual return over five years on his "Strong Buy" recommendations, and 26% over three years ended 2004. He was ranked 1st of 60 analysts in-house for his "Strong Buy" performance over 4 years (2nd over 5). Markos also authored IPO research and wrote for high-level newsletters, The Outlook, Equity Insights and Emerging Opportunities, as well as for BusinessWeek Online. He represented his firm as an analytical expert commentator for major media, including television, Internet and through quotes and interviews in reputable publications.
Besides predicting the stock market correction of 2015 through a series of prescient reports here in August. (see proof here: http://seekingalpha.com/article/3482226-investor-who-predicted-the-stock-market-correction-offers-an-update ), Markos also advised investors to buy stocks at the bottom of the market in mid-February 2016 and again post-Brexit at the trough, and to buy gold in January 2016 before the commodity started its move higher. While not perfect, over the years, Markos has made countless correct market and security calls for his followers, including forecasting the demise of J.C. Penney on the heralded CEO hire's disruptive plans, the bankruptcies of Washington Mutual and Pilgrim's Pride in the $30 and $20s, respectively, as well as the purchase of Facebook in the mid-$20s when it was considered a pariah post its IPO (today it is a market darling). Markos also warned of the real estate market collapse and the financial crisis in the early days of his blogging.
What I personally want you to know about my plans: After witnessing the worst of Wall Street firsthand and having the ideal vision of my childhood career choice corrupted by reality, I almost switched to full-time charity work at age 40 and still have plans for several non-profit endeavors. The future is somewhat unknown, and I am open to employment offers for portfolio management or other ideas. While continuing to publish regularly, I expect to begin work on several book ideas that I believe are important for business, for our nation and for society.
I may put my stock selection skills, earned through blood, sweat and tears, to better use, and to make my own way. I would like to give investors something rare, a dignified partner who can manage money with integrity and a clear conscience about the degree of due diligence behind investment decisions... someone who cares more about your money than your wife. I hope readers will become followers of my column here & at my blog, so that when our numbers are substantial, we might start an investment fund or two.
Prior to his Wall Street career, Mr. Kaminis spent time in the back-office, as a mutual fund accountant, where he managed for a time the work of two men. Before this, from age 11 to age 25, he worked as a carpenter's apprentice and carpenter with his father, in both commercial and residential projects. Mr. Kaminis has an intimate knowledge of the real estate (undergraduate degree in Real Estate and Finance) and construction market, as well as the restaurant industry.
However, as a generalist stock analyst, he showed the ability to learn any and the most complicated of industries in short time - and he gamed every challenge presented to him. Mr. Kaminis earned his MBA at the Katz Graduate School of Business at the University of Pittsburgh, and his BA at Temple University in Philadelphia. However, Markos has been studying the stock market since age 13, when he determined his career path.
He made his first investment at age 16, and funded much of his undergraduate education with the proceeds of his investing success. Mr. Kaminis continues to keep busy forecasting the economic path and securities market activity. Markos is considering the eventual start-up a long/short capital appreciation hedge fund. Such a fund would limit risk through beta reduction, using a diversification strategy targeting sector & industry and long & short position inclusion. At the same time, Markos' theoretical fund would seek maximum capital appreciation through the exploitation of Mr. Kaminis' inherent economic & market discernment gift and proven stock selection skills.
Mr. Kaminis also has a team of a select few analysts, technicians, strategists and economists that he has been impressed by over the years, which he expects to tap for the project when the time is right. Mr. Kaminis welcomes your interest in such a potential forward effort, and looks forward to discussing his plans with those appropriate and within legal constraints.
Markos toys with very early stage entrepreneurial efforts in the testing of certain business models, all of which he intends to tie to a planned non-profit project serving the most helpless among us. The tie will be that the businesses will give employment opportunity to individuals who would otherwise have difficulty finding gainful employment. It will house and heal the homeless, ex-convicts, those completing rehabilitation efforts for drug and other addictions, and others in need of help.
Markos is currently Directing the widely syndicated blog he founded, "Wall Street Greek," and is writing for other well-known publications besides advancing several big ideas. Markos' column is syndicated across sites like the Boston Globe, Kiplinger Magazine, UPI and other reputable newspaper and TV websites, as well as private networks, Amazon Kindle, iPhone and more. In the past, he has written for RealMoney.com, Motley Fool and others.
Requests to research specific companies are welcome, as we serve our readers. You may contact us via this blog's contact info. Mr. Kaminis welcomes you to follow him here at Seeking Alpha, where he is proud to be a long-time contributor to this strong team of writers. He considers the Seeking Alpha team and management close friends, and for you, people worth knowing and following. Visit his site: Wall Street Greek (http://www.wallstreetgreek.blogspot.com/)
Quad 7 Capital, parent company of Quad 7 Research, Quad 7 Partners, and Quad 7 Poker, was founded in 2017 by a team that consists of a long time investor, health researcher, financial author, professor, professional poker player, and politician. For investors and traders, Quad 7 Capital will soon be launching its BAD BEAT Investing Service, focused on extreme value, and leveraging news driven events for rapid return swing trades.
The company has expertise in business, policy, economics, mathematics, game theory and the sciences. The company has experience with government, academia, and private industry. Quad7Capital.com covers a wide range of sectors and companies, with particular emphasis on news related items and mini-analyses on growth companies, cryptocurrencies, REITS, biotechnology/ pharmaceuticals, precious metals, blue chips and small-cap companies. It further offers money saving tips and market news.
Quad 7 Partners is the driving force behind the overall focus on current events, earnings, and timely developments, while Quad 7 Research aims to conduct several in depth analyses per month to identify misplaced market bets, and deep value situations. We are on Stocktwits, and Twitter under username _Quad7Capital_, and on Facebook and TalkMarkets under Quad7Capital.
I am a Certified Public Accountant (CPA) (prior FL; current NJ and NY license) and a Certified Financial Planner (CFP). I have also been a member of the American Institute of Certified Public Accountants (AICPA) for 18 years (CFF as well). My current title is partner at a national accounting firm. I have audit, tax, and consulting experience with entities in the following sectors: closed-end funds, energy, financials, healthcare, homebuilders, pharmaceuticals, private equity, REITs, and telecoms. I've also have experience with C-corps., estates, high net worth individuals, LLCs, LLPs, S-corps., and trusts. I am an active investor. My investing fundamentals are based on both qualitative and quantitative information. By using my financial / analytical skills, I create specific investing ideas / strategies based on valuations and total returns. The two main sectors I currently provide articles on are mortgage real estate investment trusts (mREITs) and business development companies (BDCs).
Winner of the Summer 2017 PRO Promotion
Previous Projection Articles' Performance vs. Actual Results:
# of Projections Stated Within All Articles: 257
# of Projections PENDING: 0
# of Projections 100% Accurate or Within Range: 239
# of Projections Inaccurate or Outside of Range: 18
Projection “Within Range” Success Rate: 239 / 257 = 93.0%
For a detailed list of every projection I've made at Seeking Alpha (vs. actual results), please send me a personal message ("pm") through the inbox feature (too long to list here).
Disclaimer: I cannot own and will not give an opinion on any investments my current employer has any direct or indirect professional services with (accounting, audit, tax, consulting, etc.). As such, most large-cap stocks are "off the table" regarding my articles. All accounting insight, analysis, and opinions stated within any articles I write (in regards to a specified stock) are entirely from my own personal research and analysis. I believe my articles are both informative and in some cases educational.
NOTE: A growing number of readers/investors, analysts, and representatives of firms have requested to be provided with my "spreadsheets/models" to help better understand certain companies/sectors. My researched data is several files of 100+ spreadsheets/models containing both stocks I write about on S.A. and stocks I choose to not write about on S.A. To reduce the repeated requests to provide such data, these spreadsheets/models are ALL linked together. As such, all current and future requests to "share" ALL my data/models will be politely declined. Thanks for your understanding regarding this matter.
I appreciate my loyal readers and I’ll continue to try to provide high quality, in-depth articles.
Below are the stocks I currently cover (as of May 2018):
Stocks Covered (21 mREITs; 14 BDCs; 8 Other Sectors): ACSF, AGNC, AINV, AI, ANH, ARCC, ARR, BMNM, BXMT (New), CHMI, CMO, CYS, DX, EFC, FSIC, GAIN (New), GBDC, GPMT (New), IVR, MAIN, MCC, MFA, MITT, MO, MTGE, NEWT, NLY, NRZ, NVS, NYMT, OCSI (formerly FSFR), OCSL (formerly FSC), ORC, PHM, PMT, PSEC, PM, SLRC, TCPC (New) TOL, TRP, TWO, and WMC.
Commonly Asked Questions:
Question 1): If you are only paid per article, why make your articles so long / detailed?
- I like to provide the “nuts and bolts” of a company. As such, I strive for my articles to have some sort of “hard to obtain” facts / figures. From this data, I like to fully discuss / analyze specific topics within a particular stock. This mainly consists of a quarterly projection article and a series of articles on a company’s dividend sustainability. In certain instances, I also write articles in regards to specific, material events that occur during a quarter.
- I believe a company’s quarterly results and upcoming dividend declarations are two of the most important topics readers are requesting information on. My analysis takes the “average” article several steps further to allow readers to have access to information that is rare to public viewership.
Question 2): How come you only write 1-2 articles a week (would like to see more)?
- As stated in my profile above, I have a full-time professional career. I write / analyze stocks in my free time. To provide these types of high quality / in-depth articles, I can’t see writing more than 2 articles a week. I believe “quality” should always be a higher priority versus “quantity”.
- As many readers should know by now (if you’ve followed me for a while), I not here for the monetary rewards. If that was the case, I’d write 5+ weekly articles and provide little to no engagement in each article’s comment section. I believe the comments section is as important as the article themselves b/c readers have a wide range of questions in relation to each article or the sector in general.
Question 3): What do you personally gain from writing these articles?
- I am not here trying to promote a company, book, or website. There’s nothing wrong with that. That’s just not what I’m about. I’m here for the “average Joe”.
- When I decided to write these articles, I based it on the notion I am filling a “special niche” per se. Using skills that have been built up over my professional career, my articles usually provide unique information that most writers either a) don’t have the technical expertise to provide or b) don’t bother providing due to the time it takes to compile such data. As such, I believe the S.A. community benefits from my articles. I solely do this b/c it’s a passion of mine and I like helping readers have accurate, reliable data that is not readily available. Yes, I understand this may seem “hard to believe” in this day and age.
Question 4): How come you do not write about more stocks?
- To give readers the level of detail that I provide in my articles, I amass large amounts of data every quarter (or even weekly). As a direct result, a large amount of time is consumed by obtaining / analyzing this data.
- If I expanded the stocks I research, it would most likely take away the quality of other articles I currently am writing about. Again, this gets back to the “quality vs. quantity” metric.
- There is a fairly large range of stocks / investment vehicles I cannot write about / provide an opinion on due to various conflicts of interests (regarding my professional career). This is a topic I take VERY seriously.
Chairman, Founder and Chief Executive Officer at China First Capital (www.chinafirstcapital.com) , a China-based international investment bank and advisory firm for capital markets and M&A transactions.
China First Capital was established in 2007 and has its headquarters in Shenzhen, China. It serves a distinguished group of clients, including industry leaders in China, both private sector companies and SOEs as well as global corporations actively expanding within China.
Peter's insights and analysis on China, its capital markets and private equity industry are often featured in international media including The Wall Street Journal, Financial Times, The Economist, New York Times, Washington Post, Bloomberg, China Daily. Peter is an occasional columnist for three prominent Chinese-language business publications, 21st Century Herald, Caijing and Forbes China.
For up-to--date commentary and analysis, visit: www.chinafirstcapital.com/blog
Linkedin profile: cn.linkedin.com/in/peterfuhrman
Founding China First Capital is the fulfillment of a deeply-held ambition nurtured for 30 years. "I first came to China in 1981, as one of the earlier American graduate students in China. I left China after school. But, throughout, I never lost sight of the goal to return to China and start a business that would contribute meaningfully to the country’s revival and prosperity."