California Licensed Attorney, Business and Information Technology consultant, and biotechnology entrepreneur. Individual investor investing in small, mid, and large cap IT and Biotech companies. Main concentration is event driven investment in option derivatives of high tech and biotech stocks. Concentration on medium time horizon of 6 to 36 months.
I am an a biotech/pharma professional who has spent the last 20 years in Healthcare. I am a physician and hold MBA from top five U.S. business school. My experience includes investment banking and strategy consulting for biotech/pharma companies.
SA PRO author & marketplace contributor. Successful PRO calls include $AKAO (+400% within 6 months) & $MRNS (+450% within 6 months).
I am providing members of my marketplace service, 'Second-Level Investing' with exclusive ideas, analysis and interviews with managers and subject matter experts.
- A former diplomat & entrepreneur. A former Project Manager at UN Principles for Responsible Investment
- An alumni of SciencesPo Paris
- Based in Luxembourg
Over 15 years of investing experience, I use dividend reinvestment to accumulate stocks. I view myself as a Long-Long investor, very rarely (if ever) making short term trades. Most influential on my strategy is the book "Winning on Wall Street" By Martin Zweig, although several of the indicators Mr. Zweig used I have tailored or replaced with my own or available metrics. I consider myself an independant Buy-Side Analyst.
Welcome, Stockles is my public investment diary were I show you how I’m creating a passive compounding machine which will generate money when I sleep, surf, travel and enjoy life. The goal is to annually generate $80 000 in dividends. I’m using the Dividend Growth Strategy and I focus on companies with the following attributes: Enduring competitive advantages, long operating history, shareholder-aligned management and opportunity for long-term growth, reasonable payout ratios, consistent free cash flow and healthy balance sheet. Consistent normlized earnings per share is very important. While money is important, travelling is main my passion. Here’s some of my proudest moments: 1) Travelled the world alone for one year.
2) Worked as an english teacher in a small province in north Vietnam.
3) Got closer to understanding that money isn’t happiness. Poor farmers can be (normally are) just as happy as a rich man. It’s about waking up and going towards something. Where you go doesn’t matter. This site will focus on passive income, but also what it means to feel alive. I hope you find it interesting.
Avisol Capital Partners runs the Total Pharma Tracker Seeking Alpha Marketplace service. This is managed by Dr Asok Dutta, BVScAH and Dr Udaya Kumar Maiya, MD Oncologist. The service offers end-to-end research on both investing and trading ideas everyday, and includes a 150-stock watchlist and two 40-stock model portfolios that are continuously tracked.
Dr Dutta is a retired veterinary surgeon. He has over 40 years experience in the industry. Dr Maiya is a well-known oncologist who has 30 years in the medical field, including as Medical Director of various healthcare institutions. Both doctors are also avid private investors. They are assisted by a number of finance professionals in developing this service.
If you want to check out our service, go here - https://seekingalpha.com/author/avisol-capital-partners/research
Disclaimer - we are not investment advisors.
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The writer is a long term value investor and M.Sc graduate in Financial Markets with over 10 years experience. Value can be found in both long and short ideas and uses options to enhance the risk-return profile of investment ideas.
Disclaimer: This article provides opinions and information, but does not contain recommendations or personal investment advice to any specific person for any particular purpose. Do your own research or obtain suitable personal advice.
Our mission is to help you identify underlying trends in the market so that you can make more thoughtful investment decisions. We focus on economics, equity markets, bonds, and currencies. We are not here to feed you stock ideas. We are here to help you better understand what is causing certain things to happen in the market and what it means for the future impact.
Michael Kramer spent ten years before starting Mott Capital as a buy-side international and domestic equity trader and over 20 years of industry experience. He gives insightful and thoughtful color on what is driving trading, and how identifying daily movements can help predict longer term trends.
Please feel free to check out the service for free for two weeks.
RagingBull.com is the premier destination for both new or experienced active traders who are looking for stock picks, stock ideas, how to get started trading stocks, and overall stock market education. Our team is comprised of real millionaire stock traders who put their money to work every day in the markets by actively trading penny stocks, ETF’s, options, small-cap stocks and biotech stocks.
I am a Master of the arts but am involved in many types of investing and trading. My areas of research are primarily biotechnology and disruptive technology. I am interested in turnaround, contrarian, trend following, and (deep) value situations.
I am developing proprietary, quantitative investment strategies; and I operate a website for investors and others.
I’m an independent financial consultant and writer, financial markets fan. I’m also an economist at ERC, the media regulatory agency in Portugal. I have more than 15 years of research experience in macroeconomics, fixed income credit and emerging markets, part of them as Head of Research at Itaú Europa and Head of Itau Group's fixed income credit research team (sell side). Also worked in capital markets at MillenniumBCP Investment Bank and been Head of Financial Institutions and International expansion at Banco Privado Atlantico Group.
Machine learning and AI to for smarter investing for stocks, ETFs & mutual funds. Quality over quantity. No daily prognostications about markets, just high quality fundamental research.
Our forensic accounting technology analyzes thousands of documents to ensure you get the truth about profits and valuation. We are 100% independent and objective.
Ernst & Young demonstrates the material superiority of our research in the white paper "Getting ROIC Right".
Harvard Business School featured our unique technological capabilities in “New Constructs: Disrupting Fundamental Analysis with Robo-Analysts”.
David is CEO of New Constructs (www.newconstructs.com). David is a distinguished investment strategist and corporate finance expert. He was a 5-yr member of FASB's Investors Advisory Committee. He is author of the Chapter “Modern Tools for Valuation” in The Valuation Handbook (Wiley Finance 2010).
Former broker, now an independent analyst/writer on Seeking Alpha and founder and editor of the Growth Stock Forum. Focusing on small-cap, mid-cap and biotech stocks. Looking for substantial sales and earnings growth potential and seeking the best risk-adjusted returns from my stock selection. Taking advantage of medium to long-term momentum.
My articles represent my personal opinion and analysis and should not be regarded as investment advice in any way. Readers and subscribers should do their own due diligence and/or consult their financial advisor before making decisions to buy or sell securities. Trading and investing include risks, including loss of principal.
Exclusive research: http://seekingalpha.com/author/oneil-trader/research
Jonathan holds a bachelor's degree in Industrial Engineering and is one of Seeking Alpha's top contributors for dividend ideas as well as for long ideas.
According to tipranks Jonathan is among the top 2% of bloggers (as of Jan. 20, 2018: https://www.tipranks.com/bloggers/jonathan-weber).
Disclosure: I'm not a financial adviser. All articles are my opinion - they are not suggestions to buy or sell any securities. Perform your own due diligence and consult a financial professional before trading.
Small Cap Income is focused on identifying small firms with strong potential for growing their dividends while avoiding the dangerous traps that exist within the small cap space. Emphasis is placed on Canadian and North American opportunities.
Click the "Follow" button above to stay up to date about the latest opportunities.
Bachelor degree in Geography. Planning to do a master degree in Finance and Banking. Avid follower of the financial markets. Mainly trade in individual stocks. Passionate about researching stocks and learning about investment in general. As i am not a professional, readers of my articles should always do their own due diligence before making any investment decisions based upon my research.
I have an undergraduate degree and a graduate degree in the field of Sociology and am a life long "student." I learned about investing through observation as my father invested my grandfather's small nest egg before I was born when grandpa died in 1958. Dad invested in Growth and Income companies so that Grandma would not run out of money and would have an income. When she died in 1978 she was worth nearly $1 million with about 60% of that being Philip Morris as it had outperformed everything else by a wide margin. At 17 I inherited about $9,000 and kept it invested and benefited from the dividends for spending money while in college and graduate school, then I had money for a downpayment on a house in my mid 20's and kept the rest invested. I was mainly buy and hold but wasn't a fan of the tobacco industry so weaned off the PM for cash needs and also bought other stocks, mainly pharmaceuticals. Up until this year I was mainly a buy and hold investor. I the past couple years I have become much more active in researching and managing my investments.
I love growth, especially with game changing companies like: NTCXF, ARTH and CLIR. I also have holdings in more traditional growth companies and ETFs--JNJ and TAN for instance.
"It's not what you know that gets you into trouble, it's what you know for sure, that just ain't so" - Mark Twain
I look for stocks in places:
-Nobody is looking
-Everyone is panicking
-Something structural creates an opportunity.
Follow me if you want original ideas, many of which are not covered by others on SA. I'm more than happy to interact with all my followers, so feel free to reach out.
I'm a senior student majoring in financial markets at HEC Montreal, in september I successfully completed level 1 of the CAIA and CFA programs
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.
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
I am an active person, I have easy word, I love socializing with people, I am very passionate and delivered to my work, I like being responsible, I like to collaborate and make a good team, I am a person with goals, aspirations and professionalism.