Andrew Stotz, PhD, CFA is the CEO of A. Stotz Investment Research, a company that provides institutional and high net worth investors with ready-to-invest stock portfolios that aim to beat the benchmark through superior stock selection.
While previously as Head of Research at CLSA, Andrew was voted No. 1 Analyst in Thailand in the Asiamoney Brokers’ Poll for two years in a row. He was also voted No. 1 Analyst in Thailand in the Institutional Investor magazine All-Asia Research Team Report.
Andrew has been a lecturer in finance for 25 years at various universities in Thailand and is currently a research faculty and a member of the international advisory board at Thammasat Business School and an adjunct professor at the University of Science and Technology of China. He has also served two terms as president of the CFA Society Thailand.
A. Stotz Investment Research A. Stotz Investment Research (ASIR) provides institutional investors with ready-to-invest stock portfolios that aim to beat the benchmark through superior selection. The company is headquartered in Hong Kong with an office in Bangkok, Thailand.
The investment process follows ASIR’s proprietary FVMR framework, a framework that marries quantitative and fundamental research, evaluating an asset’s attractiveness on Fundamentals, Valuation, Momentum, and Risk. ASIR’s portfolios are concentrated but diversified to manage risk but still have a high probability of outperformance. In addition to stock selection, the company developed and licenses the ValueModel, a standardized valuation model used by financial professionals to value any company in the world.
Torsten Tiedt is a senior developer in the investment industry in Frankfurt, Germany.
He was working for KPMG for eight years. During this time, he was part of a team of specialists dedicated to analyze security portfolios of international funds, hedge funds and banks. Among other, he participated in the liquidation of Lehman Brothers and the first banking stress test of the European Central Bank.
Later he took the lead in developing software for securities lending in a small private company, before he created his own start-up to develop a new kind of stock screener dedicated to long term dividend growth investors: DividendsStocks.Cash.
I primarily write about dividend stocks, long-term strategies, and marijuana investments.
I first discovered my passion for finance and economics through active entrepreneurship in my twenties. After honorably completing my six year U.S. Marine Corps Reserve obligation and tour to Afghanistan, I now spend my time as a full time investor managing my portfolio. Outside of work I enjoy reading, travel, & films.
The Information in my articles and comments on SeekingAlpha.com or elsewhere are provided for information purposes only. Do your own research or seek the advice of a qualified professional. You are responsible for your own investment decisions.
As an Editor on the SA Pro Team my job is to help find the best content for Pro, to provide feedback and develop talented contributors, and to work with other departments to strengthen the platform.
Before joining Seeking Alpha, I was a contributor and primarily focused on the microcap space. My prior financial experience includes equity research and wealth management. I am a CFA charterholder and member of the CFA Society Washington, DC.
Adam Hartung has more than 30 years of practical experience developing and implementing successful strategies to take advantage of emerging technologies and new business models.
He is currently CEO of Spark Partners, Content Laboratory, Inc. and Soparfilm Energy Corporation. Additionally, Adam Chairs the Audit Committee on the Board of Directors for Six Dimensions Global (SIXD,) and has been on the Board at several privately held companies. Adam provides board advisory services via the National Association of Corporate Directors (NACD) where he is a Fellow and regular speaker on risk management across multiple industries.
Adam is the No. 1 Leadership columnist for Forbes.com with over 3 million readers, and quarterly Leadership columnist for CIO Magazine. He has been featured in dozens of journals, including Adweek, Washington Times and BBC television.
Adam received his MBA from the Harvard Business School with Distinction and continues to travel the globe leading risk management workshops as well as conference and management meeeting keynotes.
TEDx Speaker | Author | Investor
Bogumil K. Baranowski is the author of Outsmarting the Crowd – A Value Investor’s Guide to Starting, Building and Keeping a Family Fortune (2015). He is a New York City–based investment professional with over a decade of experience. He is a co-founder and partner of Sicart Associates, a boutique investment firm catering to families on both sides of the Atlantic and the Pacific. He previously worked at Tocqueville Asset Management, where he was the founder and portfolio manager of a private investment fund. He was born in Poland, educated in Paris and Brussels. He currently lives in Manhattan. In his free time he reads, writes, flies single-engine propeller planes, scuba dives around the globe, sails, and rides a sports motorcycle. What’s next? He would like to fly with bush pilots in Alaska, swim with humpback whales in Tonga, sail around the world, and make a difference in people’s lives through writing and teaching.
I am working as a Business Analyst and Data Engineer in Germany and have started to build up a portfolio focused on Dividend Growth, both on the high and low-end yield spectrum. Primary focus is on Blue Chips with long-reaching dividend track records. I have been investing for 2 years and have been standing on the sidelines for way too long before.
I love developing spreadsheets in Google and Excel to analyze financial performance and integrate these two sources with each other!
I am a writer and editor of non-fiction books about literature, performance, and music. In my spare time I invest, primarily in microcaps; investigate investment conundrums; and write about my investigations on Seeking Alpha and on my blog, http://backland.typepad.com/investigations. I am now offering a subscription service, The Stock Evaluator, which sends out weekly rankings for over 4,000 stocks; you can reach it here: https://seekingalpha.com/author/yuval-taylor/research.
I have been investing in stocks since 2006. Burned my fingers with bio- and techfunds in the tech boom and again with stocks during the financial crisis in 2008. Returned to the stock market in the dip during late 2011 while finally finding a strategy fit for me not until late 2014. Currently focusing on global quality via cash flow analysis.
Jake Huneycutt is a former L/S Portfolio Manager, who developed one of the best long-term track records of outperformance in the US by investing in beaten-down, undervalued stocks. He is currently the Chief Content Creator for the data oriented website The New Madisonian.
He holds an MBA in Finance from Emory University, a Master of Accounting from the University of North Carolina at Chapel Hill, and a B.A. in History from East Tennessee State University. Hobbies include hiking, trail running, karaoke, board games, classic films, and tournament poker. He is originally from Johnson City, TN and currently resides in Atlanta, GA.
Masters of Science in Management, Naval Postgraduate School Defense Systems Analyst,US Marine Corps. I also have a degree in Mechanical and Aerospace Engineering from RIT and am a Lean Six Sigma Black Belt.
The algorithms Bio:
Deep analytical experience on complex systems led to the development of a quantitative model to analyze the economic potential of publicly traded companies with a focus on long term value investing. All analysis is based on a quantitative decision support system that looks at over 15 years of data for over 3,000 companies. An adaptive algorithm predicts future prices based on earnings, revenue, cash flow, book value and industry analyst expectations. The algorithm then combines 25 separate measures and summarizes the quality, valuation and predictability of a company. Behavioral algorithms based on herd behavior and bias exploitation then signal buying and selling opportunities.
I am a value investor focusing on REITS and other income producing stocks and etfs. I have accounting designations from both US & Canada.
Praise for Trapping Value
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“Once in a generation an analyst comes along who changes everything. It is highly probable that Trapping Value has heard of that analyst.”- Jeff Bezos
“Easily the best looking analyst out there.” Trapping Value’s mother
"Not just a pretty face." Trapping Value’s spouse
"It's a TRAP!!!!!"- Admiral Ackbar
Institutional investment manager authoring on a variety of topics that pique my interest, and could further discourse in this online community. I hold an MBA from the University of Chicago, and have earned the CFA designation.
My articles may contain statements and projections that are forward-looking in nature, and therefore inherently subject to numerous risks, uncertainties and assumptions. While my articles focus on generating long-term risk-adjusted returns, investment decisions necessarily involve the risk of loss of principal. Individual investor circumstances vary significantly, and information gleaned from my articles should be applied to your own unique investment situation, objectives, risk tolerance, and investment horizon.
I have written 2 dutch books on value investing (search bol.com for "ruerd heeg"). As a mathematician (Ph.D.) I use quantitative strategies with statistically extremely high returns: net-nets and companies with low Enterprise Value/Earnings before Tax & Interest (EV/EBIT). When ranking on several metrics the 30-50 best stocks have 20-30% average annual returns. Since such stocks are rare I invest globally. See my article "Use Your Extraordinary Edge With These 2 Investment Strategies" (author's picks left below). Get the free trial of my Marketplace newsletter to learn more.
As a self-taught investor working in the tax industry, I am very passionate about investing and firmly believe that is the key to becoming financially independent. My personal philosophy is that the core of a good portfolio uses cost-efficient index funds and individual stocks to enhance returns on a risk-adjusted basis.
We are the expert in cannabis with coverage on a broad range of cannabis topics and over 20 companies in the global cannabis industry. Our Weekly Cannabis Report is the go-to for investors looking to invest in the cannabis sector. Our proprietary research and straightforward writing style have helped readers make better investment decisions. Join the green conversation by following us.
Investor. Mission: Help people make money.
Degree: Chemistry from NC State University.
For short-term ideas about big movers, follow my StockTalks. But please note I am not the best short term stock picker. I am 7-0-1 in the long term, but 0-3 in the short term.
Micheal Filloon (oil shale/short term and long term)
Brad Thomas (REIT short and long term)
Taylor Dart (mainly gold short and long term also swing/trend trader)
Ian Bezek (long term trader and new ideas)
Over the last 12 years, I am 7-4-1. I was up 130%, 29%, 15%, 3%, 19%, 25%, 56% from 2001-2007 respectively, and down 39%, 39%, 79% from 2008-2010 respectively. In 2011, I was flat, but some ill-timed trades (should have held AG) caused a loss of 17% and 14% in 2012 and 2013. Note: gains and losses include transaction costs. 2009 and 2010, I traded frequently, adding up transaction costs. That is why I favor long term holding over short term trading.
I invest in all stocks. I don't agree that US stocks are the safest. Want a safe stock, try TEVA. It did not fall much, or at all, during the credit crisis. And generics are the future.
Being a chemistry graduate, I tend to focus of the drug, medical, biotech, and chemical industries. So far, I wrote about 5 medical companies (RPC, OREX, KV.A, PLX, & XOMA). OREX and KV.A were right on target, though KV.A has fallen back hard after reaching their highs, which surprised me. PLX was half right: it did get a negative letter from the FDA, but the options strategy was wrong. For RPC, so far, I have been wrong, and exited my position in mid-May. XOMA also has fallen since I wrote about it.
However, I also cover diverse stocks, from BIDU to NCT. Ignoring other industries is a big mistake. I look for stocks I find undervalued on both a value perspective and a growth perspective, but placing more emphasis on growth. I combine both fundamental and technical analysis. The fundamentals only tell you part of the story.
Anybody can make money. Don't let Wall Street analysts manipulate you. Their analysis is good, but don't take everything they say. Good luck investing, and I will do everything I can to make you money.
Oh, and I invest in rather risky stocks with high potentials. If you are nearing retirement, I don't recommend you copy my portfolio. I will label my stocks with the risk/reward factor. I am adding a watch list with some stocks for retirement investors that I like. All watch list stocks are long term holdings.
TWMJF (medium risk/high reward)
GBTC (medium risk/high reward)
BTCS (high risk/high reward)
BTSC (high risk/high reward)
MCOA (high risk/high reward)
MGTI (high risk/very high reward)
HVBTF (high risk/very high reward)
XXII (high risk/very high reward)
RGSE (very very high risk/high/if any reward)
SUNEQ (bankrupt/no reward)
ROK (medium risk/medium reward)
AG (medium risk/medium reward)
EXK (medium risk/medium reward)
GTIM (medium risk/high reward)
BOJA (medium risk/high reward)
SWKS (medium risk/high reward)
JAZZ (medium risk/high reward)
NFLX (medium risk/high reward)
LVS (medium risk/high reward)
SAM (medium risk/high reward)
CMG (medium risk/high reward)
ZNH (medium risk/high reward)
RDY (medium risk/high reward)
NVDA (low risk/high reward)
AVGO (low risk/medium reward)
CF (low risk/high reward)
TTM (low risk/high reward)
NVO (low risk/high reward)
BIDU (low risk/high reward)
PCLN (low risk/high reward)
CLF (low risk/medium reward)
AAPL (low risk/medium reward)
GOOG (low risk/medium reward)
TEVA (low risk/medium reward)
GOL (low risk/medium reward)
CIM (low risk/medium reward) - dividend stock
Edwin Kye is a junior economics major at Cornell University. He has advised analysts and executives at various hedge funds and asset management firms about the sportswear industry and is a four-star analyst per TipRanks, placing him in the top fifth of financial bloggers and analysts as measured by predictive performance. Please feel to reach out at email@example.com.
I'm an avid (albeit, part-time) investor, inspired by Benjamin Graham, Peter Lynch, and strangely enough, David Ogilvy. Dividend investing is my bag and I rely on a toolset of fundamental analysis techniques. In a past life, I served as Director of Business Intelligence for TheStreet.com.
My name is Nicholas Mackintosh and I'm the Creator and Founder of https://helpingthelittleguy.com
I created the website to help anyone looking for a way to save and earn more with their money. Knowledge is given freely in order to give you a fair shake in a system that is determined to keep you poor, preventing you from having the lifestyle you deserve.
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.
The purpose of this profile is to allow us to share with our readers all new product developments. Please follow us on Seeking Alpha to receive updates. We look forward to your input and feedback!
SA Product Team
I'm retired. Bought the farm -- literally (in NE Texas).
I'm a boomer, not a depression era kid (it was my parents who lived through that mess). So I'm exaggerating a bit when I state that the "Great Depression" ran into the late 50's where I grew up (the Appalachia of the West). But I did go to bed hungry, dreaming of food, because there was literally nothing to eat. The family's grocery problem was eventually solved through the good graces of a religious charity, the assistance of friends and neighbors, the perseverance of my parents, and more than a little luck.
I believe those early lean times provided a wee-bit of incentive to not let those circumstances repeat themselves... I really dislike going hungry.
But I was lucky. I had clothes; usually ate on a regular basis; got a bath once a week in a tin wash tub, whether it was needed or wanted; got medical treatment for the slices, dices and broken bones that would have crippled me, treatment for the diseases that, left untreated, would have killed me; and had the opportunity to go to school. That was an opportunity I seized with both hands and did not let go.
I am by nature inherently lazy... given the choice between digging ditch with pick and shovel at $0.10/hour or sitting behind a desk writing software at hundreds of times that hourly rate... I decided not to dig ditches.
Now that I'm retired and own the farm, I dig ditches for free.
As a kid I read constantly... pretty much everything on just about anything. Cleaned out the local libraries (it was a very small town). "The Richest Man in Babylon", biographies of Hughes, Carnegie, Rockefeller, and others, histories, westerns, mysteries, SF. Remembered various parables about being unable to grasp opportunities because one had wasted his resources.
Can't say I always succeeded, but I tried. Towards the end of my career, managed to live on about 1/3 of my gross, saving and investing what was left after taxes and insurance, and still had opportunities for fun, recreation, travel and friends.
As a NASA Engineer, I wrote a large variety of software. Some of the more notable items were:
• an email management system for the Agency and its contractors (the project included writing the procedures; reporting and correcting third party data errors;
• designing, writing and testing the software; designing and implementing the database schema and queries; navigating inter-center politics; etc);
• a moving map software that flew twice aboard the Shuttle and displayed alternate landing sites in the event of a launch emergency;
• post landing wheel-tire-brake analysis software for the Shuttle (STS-1 to final-flight);
• a graphical, real-time dynamic software simulator for a 7-joint robot;
• a FMEA/CIL data processing system (software and procedures) for Return-to-Flight after the Challenger disaster;
• data structures & translation software for the Shuttle's Wake Shield Experiment; and
• a Shuttle-Station docking simulator.
Also designed, developed, tested and used a simulation language, a graphics processing language, and various computer language processing and analysis tools.
And then there was the "fun" NASA stuff... logging 40 minutes of zero-G time (and 40 minutes of 2G time), riding a 6-DOF shuttle simulator, working (and biking) with a handful of astronauts, SCUBA-ing in the WETF whilst observing astronauts using the tools my group designed, witnessing a Shuttle launch, doing Shuttle post-landing ground penetrometer studies at Edwards AFB, simulating shuttle tile repair whilst mounted horizontally on an air-bearing floor, mentoring younger engineers, and working with some of the best and brightest people I've met in my life.
In my free time:
• I developed commercial library management, scheduling and reporting software packages, wrote the user manuals, made onsite visits and learned a lot of humility;
• guest lectured and taught software development at universities.
• lived for years in various locales in northern Japan, participated in a traditional Japanese marriage ceremony (my own), helped my father-in-law with a bit of traditional Japanese construction near Sendai, and played Shogi whenever possible (Shogi is the Japanese version of chess. The local shogi master's shocked expression of total surprise when I beat him at the game was priceless ... To the master I was just an idiot "gaijin" [foreigner] and not worth his full attention. He won the next game.);
• lived for three months in Hawaii;
• made brief excursions to Canada, Mexico and the Caribbean.
While at one time I could read, write, think, dream, and speak (without accent) in standard Japanese and could understand a bit of the Tsugaru and Zuzu-ben dialects, I don't practice much anymore.
My time in the US Army made me appreciate my MOS (a retired crypto sub-specialty) was not 11B.
Robert Ruggirello, CFA is the Managing Director of Brave Eagle Wealth Management, a NY based fee-only Registered Investment Advisor. Previously, Mr. Ruggirello served as an Analyst at Centre Asset Management, LLC. Robert holds a MS in Financial Statement Analysis & Securities Valuation from Baruch College and BBA in Finance from Pace University's Lubin School of Business. Robert is a CFA charterholder and a member of the CFA society of NY.
Brave Eagle Wealth Management specializes in holistic portfolio management for retired members of the FDNY. Our approach is differentiated in how we incorporate human capital and insurance levels into the asset allocation decision. We use financial assets to build a completion portfolio that diversifies away from the risks associated with our clients human capital.
We use a combination of active and passive investments in an expanded asset allocation framework that includes real assets and absolute return strategies.
Grant Gigliotti is the founder of Beat The Market Analyzer, which offers the BTMA Stock Analyzer. He focuses on the value investing strategies of Warren Buffett and Benjamin Graham to find good companies at bargain prices. These companies have a long-term history of strong fundamentals and he aims to buy them at a large discount from their intrinsic value. He buys with the mindset of holding for the long-term, but is willing to sell for a reasonable short-term gain or when the market price is greater than his estimated value of the stock.