I'm director of Marketplace contributor success and support in a few other areas on the site. I'm always happy to hear from readers and contributors, whether to help with questions, hear your feedback, or learn how you're using the site. I've been working at SA since September 2012, and previously focused on our SA PRO product.
I've been investing for 6 years. I used to write articles for Seeking Alpha before becoming an editor (while I'm proud of the work I did, it probably would not have been up to our PRO standards, which is a good thing). I am probably one of SA's most frequent users, and have learned an immense amount from contributors, readers, and SA employees.
Beyond the market, I like reading, travel, writing, playing/writing/listening to music, and learning languages. Probably most relevant to ask me about SA, but you're welcome to get in touch on anything else as well.
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital
Private investor who started at the age of 16 years old with a joint account with my dad. I'm now more than 50-years old. I came up through the finance ranks starting my career at Arthur Andersen & Co. I became a CFO of a private company in my early 30s and was lucky enough to be able to retire many years ago after being in the right place at the right time. I retired as the President of a $400 million partnership marketing company. My investment philosophy is to focus on companies that have the following characteristics:
- Rock solid balance sheets
- Outstanding FCFs
- Growing revenues
- Expanding margins
- Strong management team focused on driving LONG-TERM STAKEHOLDER VALUE!
I perform all my own due diligence and build all my own models. My motto is SLOW AND STEADY!!!
François Soto is Inovestor Asset Management’s Vice-President and Portfolio Manager. He is leading the investment process for Canadian, US and Global equities while also overseeing the financial research department. Before joining the firm, François accumulated 10 years of experience working for various financial institutions. François holds a MBA degree specializing in Finance from HEC Montreal (2011) and is a CFA charterholder (2016), a FRM charterholder (2010) and a CIM charterholder (2010).
J. Stephen Castellano founded the investment research and strategy consulting firm Ascendere Associates in 2009, building upon a diversified 20-year career in sell side and buy side equity research. His roles included coverage of the steel industry at PaineWebber and telecom services at Warburg Dillon Read (the predecessors to UBS), where he worked closely with institutional sales people, traders and investment bankers. In addition, he provided analytical support for numerous independent valuation, consulting and investment banking studies, including for mergers, secondary offerings and IPOs. At Ascendere Associates, in addition to developing equity research for family offices and other clients, he has consulted for a number of financial technology startups and international consulting firms. These include Scout Finance, Maptycs, Eppione, GovBrain, and BCG Platinion, the risk management division of Boston Consulting Group, among others. Stephen holds a B.A. in English from Oberlin College, an MBA from the F.W. Olin School of Business at Babson College, and has passed the first two levels of the CFA exam. Stephen offers real-time access to his long/short model portfolio strategies, quantitative stock snapshots, and detailed fundamental equity research reports via the Seeking Alpha Research Marketplace.
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
Kenra investors is a 5-star financial expert according to Tipranks and is constantly in the top 5%-10% of world financial experts.
Kenra Investors is the name of an investment research firm focused on consumer stocks in its broad sense (retail, e-commerce, media...).
Regarding me, the one who writes on Seeking Alpha, I have been interested in finance since I was a little more than a kid and I started investing right after high school. After a few working experiences at several companies, including some multi-billion dollars multinationals, and some life-changing events, I felt my career needed a change too. I decided to switch to the investing industry, so that I could do what I really love. Bachelor's degree in Business Economics, Master in Finance. I work as an independent analyst in the equity space, servicing buy-side institutions, mainly in Continental Europe.
I am constantly looking for opportunities with asymmetric risk/reward in the stock space, including GARP plays, value, and short selling. Growth investing? Yes, and I am pretty good with that, but without crystal balls.
For any purpose, you can message me here on Seeking Alpha or send me an email to email@example.com
I'm a lawyer and accountant who's devoted over three decades to advising clients on complex corporate finance, disclosure and reporting, and corporate governance issues. I've held board seats and executive suite positions in the mining, oil and gas and battery industries, and served as issuer's counsel for several SEC registration statements. My decades of experience give me a unique insider's view of the public and private equity markets and an encyclopedic knowledge of the business and technical issues I write about.
Over the last decade, I've earned a global following for my articles on the energy storage and alternative energy sectors. I've contributed to Seeking Alpha, The Street, NASDAQ.com, AltEnergyStocks, InvestorIntel and Batteries International Magazine.
I'm a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. I was admitted to the State Bar of Texas in 1980 and licensed to practice as a CPA in 1981.
My diverse experience in corporate finance, natural resource development and energy storage give me a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges facing the battery industry.
Steve Cook received his education in investments from Harvard, where he earned an MBA, New York University, where he did post graduate work in economics and financial analysis and the CFA Institute, where he earned the Chartered Financial Analysts designation in 1973. His 46 years of investment experience includes institutional portfolio management at Scudder. Stevens and Clark and Bear Stearns, managing a risk arbitrage hedge fund and an investment banking boutique specializing in funding second stage private companies. Through his involvement with Investing for Survival and Seeking Alpha, Steve hopes that his experience can help other investors build their wealth while avoiding tough lessons that he learned the hard way.
- West Point graduate and Army veteran; licensed Professional Engineer (P.E.) and Project Management Professional (PMP) with training in Six Sigma; I currently work for a consulting firm and am pursuing a PhD in Mathematics.
- Long-term value approach informed by Biblical principles and the Austrian school of economics with diversification in real estate, MLPs, and precious metals for an "all-weather" income portfolio.
- Research analysis of companies from Value, GARP, and DGI perspectives: I use my writing to build a watch list of well-managed companies with strong moats and balance sheets and then patiently wait for opportunities where the company's future earnings outlook is attractive relative to its current price and/or has an attractive dividend yield with strong growth prospects.
I'm the founder of IPO Edge, an in-depth research service for IPOs on US markets. As CEO of VentureDeal, a North American venture capital database, I've researched pre- and post-IPO companies for years. Subscribers to IPO Edge receive access to my proprietary data, valuation, commentary and opinions on all U.S. IPOs. Join now and become a member of the exclusive IPO Edge community, where you'll get an "insider's edge" on new issues coming to market, both before and after the IPO. Start with a 14-day Free Trial.
Will Healy, MBA, is a graduate of the Jindal School of Management, writer and entrepreneur based in Dallas, Texas. I enjoy following the markets and like to write about macro issues, forex, emerging markets, and commodities with an occasional focus on bonds or cash. Thank you for clicking on my stories and your feedback and insight is greatly appreciated.
I look for companies with a margin of safety to their value, and I dislike downside risk. I subscribe to the first rule of investing: "Do not lose money."
I believe small and microcap stocks are the best place to look for value in the markets, as most people overlook these companies, making them more likely to be mis-priced. To exploit these opportunities, I have a subscription service with multiple microcap calls every month.
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.
I am a 41 year old investor with a long term perspective and a lot of patience. I mainly think about the future when investing in stocks. I do not care about what my selection of stocks will do next year, but what the result will be in 2040 or so. To paraphrase Warren Buffett: "You should only have stocks that you would feel comfortable having if the stock market closed up for 10 years." That means that I look for stocks that have either growth or value or combine the two. It has been proven that the group of dividend initiators and fastest dividend growers outperforms the markets by far in the long run. So I mainly select stocks from this group, although I also select high growth non-dividend payers that I believe will grow out to great multibagger. Hence: from Growth to Value. I appreciate your comments, because I believe I can learn a lot from your feedback and I believe in the wisdom of crowds.
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.
Macro Investor | Mid/Long Term Horizon | US Equities, Commodities and Fixed Income | English, Dutch & German | My main goal is to deliver value to your research -> always take care of your own risk management | Ask Me Anything: firstname.lastname@example.org | Tweet me @LeoNelissen
- Born in Germany (1995) and currently living in The Netherlands
I have over 7 years experience in the Food Industry with responsibilities ranging from plant engineer to Corporate Development and FP&A.
My alma mater is the University of Arkansas where I graduated with a BA and an MSc in Operations Management. I served in the United States Army for 6 years where I was deployed several times, including to Iraq. Once I completed my military obligation, I moved to Brazil in order to begin my career in Finance. I received an MBA in International Business from FIA/FEA at the University of Sao Paulo. I am a 2018 CFA Level 3 Candidate. My hobbies are: playing the guitar and drums, long boarding, mountain biking, scuba diving, reading non-fiction books and giving financial advice to low-income households.
A former stockbroker who became licensed in 1986. Later opened a small hedge fund and managed a modest amount of assets during the 1990s tech boom. Our marketplace resource is called Trader's Idea Flow that provides several actionable ideas monthly. These trading ideas are both long and short from the broader market. We also provide some trading ideas / coverage on cryptocurrencies and blockchain technology. Please join Trader's Idea Flow in the Seeking Alpha Marketplace.