Hello! I am the investment manager for Darkravenwind LLC, a small software development consulting firm. 20% of our pre-tax revenue is my responsibility to invest and grow. I also help moderate the "Value Investing" group on Facebook. My hobbies include fighting the Fed, martial arts, and old video games.I first started using value investing techniques as first described by Benjamin Graham around 2005. I was wasting my life up to that point. My specialty, over and above corporate valuation, is analyzing people. Human behavior is remarkably consistent and can lead to huge gains when you understand what motivates them.In my own portfolio, I have a diversified income focus with a preference for long term earnings and dividend growth. When a good opportunity comes along, I'll focus a large percentage of assets into that single holding. I'm also maintaining an income portfolio with a little over 180 high yielding companies inside of it as a bit of an experiment.I am mostly self taught, but in 2008, I quadrupled my money in the crash, and saw numerous opportunities that I jumped on throughout the next few years. By 2012 my total portfolio was over 50,000% larger than when I had first started.I was previously employed with Countrywide Financial Corp., and was present during the mortgage meltdown. I saw firsthand how the company was falling apart from the inside while management continued to believe the organization could be rescued. Because of that experience, I have made bond analysis and studying the effects of inflation a strong focus.Market direction is irrelevant. I look for value. Profitable companies that are low or even fairly priced, so long as the results are dependable. Intrinsic value is subjective, but earnings power, and the strength of a brand reputation matters. I am absolutely fearless of the future and do not make political views a part of my investment process.Additionally, I make frequent updates to a blog maintainted at WhoTrades called "Brand Power", you can read and subscribe to it at brandpower.whotrades.com.
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Ian worked for Kerrisdale, a New York activist hedge fund, for three years, before moving to Latin America to pursue entrepreneurial opportunities there. His Ian's Insider Corner service provides live chat, model portfolios, full access and updates to his "IMF" portfolio, along with a weekly newsletter which expands on these topics.
Ian is also an associate analyst for Value Investor's Edge. VIE is a top-ranked deep value research service featuring exclusive work from J Mintzmyer, James Catlin, and Ian Bezek.
Traded and Analyzed long/short equities, generally with an Asian focus. Specialize in the Tech Space, Metals and Mining, Gaming and Special/Deep Value situations. 12 years of experience. What feel's like 12 years of getting lied to by various managements. 12 years at an Asian focused fund the basis of my skepticism. More bad investments than I care to remember but you need to remember the bad ones. It's the only way we learn. If I can help one person avoid a land mine than this is a worthwhile endeavor. Use both Fundamentals and Technicals. My idea's are my own and may not represent the views or positions of my firm.
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Tudor Investment Holdings Private Limited, is a Singapore based investment company. It's investments are in commercial real estate and managing a global portfolio of investments in equities and bonds. It's Director is Mr. Lasse Rochstad-Lim, who has extensive management experience in the bulk shipping and oil service industry. He also serve as a Director at TuffChem Environmental Services in Singapore. Mr. Rochstad-Lim is an Associate Sponsor Member of Securities Investors Association Singapore.
I am a private investor, focused on value investing through balance sheet analysis.
I am not a financial professional nor do I work predominantly in finance.
I am a Business Development professional, working to develop new offerings into strong businesses.
I have spent over thirty years in the financial services industry and I am the author of Dead Companies Walking: How a Hedge Fund Manager Finds Opportunity in Unexpected Places, an Amazon Best Book of the Month.
The Sova Group is a private investment fund managed by Matt Brice. As principal of The Sova Group, Matt Brice has been managing investments since 2009. Prior to founding The Sova Group, from 2007 until 2009 he worked as an associate attorney in the Mergers and Acquisitions group of Debevoise & Plimpton LLP, an international law firm based in New York City. Mr. Brice holds a B.A. in Philosophy from Brigham Young University and received his law degree from Columbia Law School.
First, the good stuff. Here's my 46-stock portfolio ...
+++Consumer Discretionary (4): HD, MCD, NKE, SBUX
+++Consumer Staples (12): COST, CVS, GIS, HRL, KHC, KO, MDLZ, MO, PEP, PG, PM, WBA
+++Energy (3): CVX, KMI, XOM
+++Financial (1): MAIN
+++Health (4): ABBV, AMGN, GILD, JNJ
+++Industrial (4): BA, HON, LMT, MMM
+++REITs (5): HCN, NNN, O, OHI, VTR
+++Technology (5): AAPL, MA, MSFT, QCOM, V
+++Telecom (3): BCE, T, TU
+++Utilities (5): D, NEE, SO, SRE, WEC
+++ALSO: small stakes in 25 additional companies held in the Dividend Growth 50 portfolio (http://seekingalpha.com/article/2764265-its-new-its-nifty-its-the-dividend-growth-50): ADP, AFL, BAX, BDX, CAT, CL, CLX, COP, DE, EMR, GE, GPC, HCP, HSY, IBM, KMB, MKC, QCP, SHPG, SJM, TGT, UTX, VZ, WFC, WMT. (Also small stakes in VIG, VOO and VDIGX bought the same day as the DG50.)
I also just started writing DGI articles for Daily Trade Alert. Here is a link to my page at that site: http://dailytradealert.com/author/mike-nadel/
Now, a little about me:
I am a 50-something former sportswriter who was sent on a permanent vacation during the Great Recession. That sucked, but my story is not a sad one. Unlike many folks who lost their jobs, I am not in financial distress, I am not depressed and I am not bored.
My wife is a pediatric nurse with a bullet-proof job and decent benefits. So after supporting her and our two kids (now grown) for most of three decades, the least she can do is support my semi-retired keister!
Because of Roberta's job situation, because we have zero debt (not even mortgage debt), because we no longer have any dependents and because we have been pretty diligent savers over the years, we are comfortable (though nowhere near rich).
Although we hold some funds, bonds and cash, my investing philosophy leans heavily toward Dividend Growth Investing. By early next decade, we want to live entirely off of our income stream, Social Security and pension payments - and therefore will not have to spend down the principal one iota. To accomplish this, we invest mostly in blue-chip companies with long track records of growing dividends. As of early-2018, we are well ahead of pace to reach our goal.
When not researching investments and writing for Seeking Alpha, DTA and other Web sites, I am the assistant women's basketball coach at Charlotte's Ardrey Kell High School, one of the best schools (and basketball programs) in the state. I just wrapped up a 4-year stint as the middle school head coach at Metrolina Regional Scholars Academy, where we won conference titles my last two seasons as part of our 34-4 record. I also umpire youth baseball and referee youth basketball.
My wife and I dote on our 7-year-old pup, Simmie, and keep up on the doings of our now-grown kids, Katie and Ben. And we love to cheer on the basketball team of our alma mater, Marquette University, where we both majored in Journalism. Go Golden Warrior Hilltopper Avalanche Eagles! Also big fans of the Carolina Panthers.
I still occasionally post to the blog I initiated in 2007 -- lots of sports stuff, some politics, some personal junk -- at www.TheBaldestTruth.com.
David Kolpak, CFA, has been an equity research analyst based in Cleveland, Ohio since 1992. Specializing in consumer products, restaurants, retail and health care, his views have been quoted in The Wall Street Journal, New York Times, Barron's, USA Today, Reuters and Bloomberg.
Harry Domash publishes DividendDetective.com, a site specializing in high-dividend investing. He also publishes WinningInvesting.com, a free site featuring “how to” investing tutorials and other resources. His best selling book on fundamental analysis, “Fire Your Stock Analyst,” published by Prentice Hall, is available in all of the usual places. His investing tutorial columns have appeared regularly in print publications such as Business 2.0 Magazine, the San Francisco Chronicle and other newspapers, and on numerous websites including MSN Money and Morningstar.
I manage a sub-account and source outside investment managers for a family office with $500mm under management. I am a deep value investor and am very open minded and opportunistic in the hunt for bargains. My interests often include the esoteric - international developed and emerging markets, the smallest of small public companies, stocks that do not trade daily, net nets, stocks selling for less than net cash, etc. I am trying to become better at identifying good businesses and find my place in an age of artificial intelligence and informational disadvantage. My core competency and passion is making evidence-based, well-researched financial decisions with a bias (sometimes to a fault) for paying extremely low prices. This can take many forms - for example one of my joys outside of investing is finding bargains on personal purchases through thrift shops, Chinese e-commerce websites, craigslist, etc.
I passed the CFA Level 1 Exam in June 2017 and plan to finish the program over the next few years.
I run The Broken Leg (www.brokenleginvesting.com), a complete do-it-for-me investing solution focusing on high performance deep value strategies. We help investors who lack either the skill or the time needed to invest run a high performance deep value portfolio based on proven strategies used by folks like Walter Schloss, Ben Graham, and young Warren Buffett.
I'm also author of Net Net Hunter (www.netnethunter.com), a site dedicated to teaching new deep value investors how to run a net net stock strategy and dramatically speed up the time it takes for investors to identify and select high quality international net net stocks. We identify net nets from 28 different countries and have a thriving community of international investors.
I am a 30-year-old father of three, recently medically retired US Marine. I began investing with my retirement in mind and have enjoyed the learning curve. I enjoy writing for Seeking Alpha to share my ideas and create discussions with fellow investors. I firmly believe that investing should be made more approachable to the masses and strive to keep my articles simple yet informative. Being on a "fixed" but stable income and lone "breadwinner" in the house creates interesting dynamics and greatly impacts my investing approach. I currently hold in no particular order:
AAPL, DIS, MO, MKRS, CGNX, T, VCLT, EDV, XAR, TAIL, AGX, FENY.
DISCLAIMER: I am not an investing professional. As a result, anything that I write should not be taken as investment advice as it is my personal opinion at the time. In addition, I am not your fiduciary nor do I understand your personal financial situation. Please perform your own due diligence on any potential investment decisions.
We are a team of market professionals with 18 years combined experience as investment advisers and stock analysts. We specialize in the transportation sector (rails, air freight, ports, shipping and logistics). We use our deep knowledge about this space to help readers earn higher risk adjusted returns. In addition, we have 11 years of experience trading options and use these to generate extra income. A client with a $100,000 dollar portfolio can expect an extra $3,000 to $8,000 from these investments.
Mark Watney, Space Pirate
Alpha - The abnormal rate of return on a security or portfolio in excess of what would be predicted by an equilibrium model like the capital asset pricing model (CAPM).
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Toy executive with decades experience at Fortune 500, 100 and small start-up toy companies in marketing, sales and product development. Previous positions include Vice President Barbie Marketing, Director of Marketing for Hot Wheels, General Manager Boys Jakks Pacific, and CEO of Best Pals Toys.
Current Position is Chief Maverick at The Marketing Mavericks, a consulting firm for toy and entertainment industries.
Brett earned his first contrarian investing profits in 2004 when he purchased an obscure investment (at the time): sugar futures. His friends on Wall Street stopped laughing soon enough when sugar rocketed to multi decade highs, illustrating that it indeed pays to be contrary. Brett quickly learned that the key to maximizing profits while minimizing losses is to invest against the crowd. He has since scoured the universe of stocks, commodities and options, searching for popular and tradable market misconceptions. Brett has been featured in The Economist, Forbes, The Globe and Mail, Chicago Tribune and Seeking Alpha. He is a graduate of Cornell University, with a degree in operations research and industrial engineering. In addition to his love of investing, Brett is an experienced technology entrepreneur. He co-founded two successful high-growth software companies, Chrometa, maker of the world’s most advanced timekeeping software, and LeadDyno, an online marketing tool for small businesses.
Rocco Pendola is an associate editor at Seeking Alpha focusing on technology and the sectors it overlaps with.
In addition to technology, I am interested in dividend growth and income investing.
I make references to music I'm obsessed with (e.g., Old 97s, Elliott Smith, Bruce Springsteen) in my writing. If you notice any of these references, it makes me happy.