I am a former Money Manager who now operates a website which partakes in outsourced investment strategy. We specialize in non- speculative Stock replacement strategies which utilize Option Spreads. USMC, MBA.
22 years equity experience at top investment banks in London and asset managers in Europe. I worked on Tech stocks at the research department of the Credit Suisse Tech Group in London till 2002. After that I switched to the Buy side. Last 5 years as head analyst at the Global Equity Fund of Robeco in Rotterdam that manages 9 bln USD in global equity. My focus is long term valuation techniques and rigorous financial analysis that identifies short term exaggerations in the market.
J. McLennon is a graduate from the top business school in the nation and has worked in venture capital and the financial industry for 7 years and has worked in analyzing financial products and securities for leading financial service organizations generating returns that beat the market consistently. Mr. McLennon has held the position of Relationship Manager at a leading commercial lending and leasing products firm that specialized in lending to high-tech firms. Furthermore, Mr. McLennon has worked in Venture Capital as a Distressed Assets & Special Event Equities Investment Specialist where he analyzed companies experiencing special events and generated returns for the firm and its clients.
His duties included:
-Writing credit proposal.
At Activist Stocks we use hedge funds and activist investors to find actionable investing ideas. That is, stocks with catalysts to unlock and generate shareholder value. Activist Stocks also offers a catalyst and event-driven idea forum for investors looking for unique idea generation, Catalyst-Driven Small-Caps, where I share daily activist and turnaround insights and deep dives.
Ironman is the alias of the blogger at Political Calculations, a site that develops, applies and presents both established and cutting edge theory to the topics of investing, business and economics. We should acknowledge that Ironman is either formerly or currently, and quite possibly, simultaneously employed as some kind of engineer, researcher, analyst, rocket scientist, editor and perhaps as a teacher of some kind or another. The scary thing is that's not even close to being a full list of Ironman's professions and we should potentially acknowledge that Ironman may or may not be one person. We'll leave it to our readers to sort out which Ironman might behind any of the posts that do appear here or comments that appear elsewhere on the web!
Over 15 years as an IT Consultant for a wide range of clients including Dell, Ingram Micro, BankAm South and FedEx Data Center. Specializes in technology, contrarian plays and global macro. My articles have appeared on Morningstar.com, IHIQS, Seeking Alpha, Yahoo! Finance, MarketWatch, EIN Newsdesk, Google Finance, Motley Fool, MSN Money, and AOL Daily Finance.
I'm graduate in Economics and Finance and have worked as a business consultant, specialized in company valuation. I have been an investor and trader for a couple of decades and Portfolio Manager on several situations, investing mainly in Commodities, Forex and US Stocks. Since I'm retired now I write about financial markets and manage my family portfolio.
Daniel served as Senior Analyst for Sabrient Systems, an investment research firm headquartered in Santa Barbara, California. He has been quoted in major publications such as Barrons, IBD and Institutional Investor.
He has written over 150 articles under the banner of "ETF Periscope" for Fidelity, and served as Senior Editor and lead writer for "The MacroReport", a macro-economic letter that serviced fund managers and the institutional investment community.
When not seeking alpha, Daniel serves as a consultant for private companies. He is currently completing a book on market volatility slated for publication in Fall, 2015.
David Fry writes a subscription newsletter focused on technical analysis of exchange-traded funds, called ETF Digest (www.etfdigest.com). Dave founded the ETF Digest in 2001 and was among the very first to see the need for a publication that provided individual investors with information and actionable advice on global ETF investing.
We particularly like the overview of financial markets that his work provides. Even if you're not a fan of chart analysis, Dave provides insight and commentary into which global markets are "working" and why.
Specializing as a market strategist and tactician, Fry focuses on evaluating, creating and implementing a variety of ETF portfolios for individual investors and financial professionals. His philosophy and approach incorporates fundamental with technical analysis in pursuit of risk management and capital preservation especially during uncertain and volatile times.
His new eBook, The Best ETFs: U.S. Equities,is now available on Amazon Kindle. Written as a cheat sheet to only the best ETFs for you or your client’s portfolios. For those that don't have a Kindle, you can purchase the pdf here: The Best ETFs: US Equities [https://gumroad.com/l/The%20Best%20ETFs]
Bloodhound Investment Research was formed in 2003 with a focus on how to build and manage superior portfolios based on point-in-time tested long-term investment strategies.
We offer a unique approach to stock market investing that's backed up by history. With the Bloodhound System™, you build a systematic, long-term investment strategy based on your own rules and preferences. Your strategy includes what stocks to buy, when to buy them, and when to sell them and can combine methods drawn from Fundamental and Technical analysis.
The Bloodhound System™ tests your portfolio using point-in-time simulation, again and again...over 26 years. You see the results, not just for the best year, but for EVERY year! Or, start with the results you need and let Bloodhound find the investment strategies that meet them and then see if you can improve on them. With Bloodhound, you are in control.
Follow us on Facebook (Bloodhound Investment Research) and Twitter (@BloodhoundSys)
David L. Brown is a director and the chief market strategist at Sabrient Systems, LLC, an investment research firm. He is former NASA scientist and retired CEO of Telescan, Inc. and a lifelong investor who designed and developed the critically acclaimed stock search program, ProSearch, and the market timing indicator, the Brown Breakout Ratio (BBR).
He was named Stock Traders Almanac's Man of the Year for 1988 for "[showing] the average investor how to spot the stocks that the hottest money managers are buying." He has edited several market letters, including the Undervalued Growth Report, a real-money portfolio which he published for 10 years with a record of nearly 20% compounded annual returns and no loss years.
He has documented his investing expertise in four books on investing, including All About Stock Market Strategies (McGraw-Hill, June 2002) and Cyber-Investing: Cracking Wall Street with your Personal Computer (John Wiley & Sons, 1994, 1997). The latter was named Book of the Year in 1997 by PBS's Inside Money. He has taught finance and security analysis courses at the University of Houston.
He holds an M.B.A. in Finance from the University of Houston and a B.S. in Engineering from the University of Pittsburgh. He is a member of the Author's Guild.
Chris Ciovacco is the founder and CEO of Ciovacco Capital Management (CCM), an independent money management firm serving individual investors nationwide. The thoroughly researched and backtested CCM Market Model answers these important questions: (1) How much should we allocate to risk assets?, (2) How much should we allocate to conservative assets?, (3) What are the most attractive risk assets?, and (4) What are the most attractive conservative assets?
Chris is an expert in identifying the best ETFs from a wide variety of asset classes, including stocks, bonds, commodities, and precious metals. The CCM Market Model compares over 130 different ETFs to identify the most attractive risk-reward opportunities.
Chris graduated summa cum laude from The Georgia Institute of Technology with a co-operative degree in Industrial and Systems Engineering. Prior to founding Ciovacco Capital Management in 1999, Mr. Ciovacco worked as a Financial Advisor for Morgan Stanley in Atlanta for five years earning a strong reputation for his independent research and high integrity. While at Georgia Tech, he gained valuable experience working as a co-op for IBM (1985-1990). During his time with Morgan Stanley, Chris received extensive training which included extended stays in NYC at the World Trade Center.
His areas of expertise include technical analysis and market model development. CCM’s popular weekly technical analysis videos on YouTube have been viewed over 700,000 times. Chris’ years of experience and research led to the creation of the thoroughly backtested CCM Market Model, which serves as the foundation for the management of separate accounts for individuals and businesses.
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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.
Ellen Brown is an attorney, president of the Public Banking Institute, and the author of twelve books. Shedeveloped her research skills as an attorney practicing civil litigation in Los Angeles. In "Web of Debt," she turned those skills to an analysis of the Federal Reserve and “the money trust.” She showed how this private cartel has usurped the power to create money from the people themselves, and how we the people can get it back. In "The Public Bank Solution," her latest book, she explores the public banking model globally and historically as an equitable and efficient solution to our banking woes. Her earlier books focused on the pharmaceutical cartel that gets its power from “the money trust.” They include "Forbidden Medicine," "Nature’s Pharmacy" (co-authored with Dr. Lynne Walker), and "The Key to Ultimate Health" (co-authored with Dr. Richard Hansen). Her websites are www.webofdebt.com, www.publicbanksolution.com and www.ellenbrown.com.
Efficient Alpha provides written content & investment research solutions for small and medium-sized advisor firms. Our core products include: financial newsletters, blogging, presentation preparation, investment research and ghost writing. Our normal clientele are small to medium-sized firms with research, analysis, or marketing needs but whom may have insufficient staff or topic expertise.
Joseph Hogue, founder and analyst, has more than ten years in the investment industry and holds the Chartered Financial Analyst designation. His experience covers a wide range of investment related areas but he specializes in web & social media content for financial advisors and other professionals. His work has been published by the International Economic Development Council, Alternative Latin Investor, Emerging Money, Morningstar, and the financial website Seeking Alpha. Mr. Hogue is also the administrator for the FinQuiz Blog, an online source for CFA exam preparation advice and preparation.
Working from Medellin, Colombia, he has worked for clients ranging from individual investors to large multinational firms. Prior to his work as a financial writer, Mr. Hogue worked as an economist for the State of Iowa, as a consultant on trade issues and analyzed real estate development deals in Colombia.
A veteran of the United States Marine Corps, Mr. Hogue is a graduate of Iowa State University with a B.S. in Finance, a B.A. in Communications, and a Master’s in Business Administration. He is the former Communications Chair on the board of directors for the CFA Society of Iowa.
Areas of Interest:
· Financial Blogging and Social Media Content
· Equity Research and Analysis
· Strategic Asset Allocation & Portfolio Planning
John Gerard Lewis is the principal at Gerard Wealth Management and also owns law-related media companies. He has appeared on the Fox Business Network (http://video.foxbusiness.com/v/1620019538001), and is former manager of the "Stable High Yield" portfolio at Covestor.com.
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 28 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management. He favors tactical asset allocation strategies over "set-it-and-forget-it" investing.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha, The Street and TalkMarkets. Gary’s participation on local and national radio has spanned more than two decades, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 21-year old daughter, Wei Gordon.
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry. Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015. You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)
The author is Founder and Chartered Mathematician of G3 Research. He holds a BSc and MBA and is an elected Fellow of the Institute of Mathematics and Its Applications (UK). He is the creator of the ISO-Algorithm and its accompanying portfolio optimization system. The author is a regular speaker at finance conferences including workshops conducted for CFP certificants and is an independent senior facilitator for the American Management Association's Advanced Business Modelling and Forecasting workshops. The author was a past head of the actuarial division in a publicly-held non-life reinsurance entity.
Any article created here is for informational and educational purposes only and shall not be construed to constitute investment advice. Nothing contained within an article, comment, or posting shall constitute a solicitation, recommendation or endorsement to buy or sell any security.
I am the founder and editor of populyst.net and the creator of the populyst index™. populyst is about innovation, demography and society. Before populyst, I was a fund manager and analyst for over two decades. Thanks for reading.
Far from ordinary, our roots lie on the investment side, but we have been around the startup block a few times. This helps us bring a unique perspective to markets and stocks.
We look for under-covered ideas in markets outside the U.S., while also focusing on bringing to light the short case for many loved and over hyped stocks.
Tom Shaughnessy is owner of SecretCaps.com, an independent investor and analyst. He has been investing in the stock market since the age of twelve. His style is comprehensive and includes multi-layered research on a concentrated set of stocks. Tom enjoys constructive dialogue regarding various investment ideas and theories. Tom enjoys intensive research on prospective investments. This includes valuation estimates and modeling, CEO and management interviews, product and expansion overviews, future prospects, financial analysis and the current state of affairs at the company. Moreover, Tom's articles have a focus on micro-cap companies whose potential have flown under the radar. In his leisure time Tom enjoys playing racquetball on a competitive level. Twitter: Toms_119
I run a small hedge fund named Ulfberht Capital. The fund started in 2003 and operates much like a family office only investing my extended family’s assets. Ulfberht Capital is a long-only hedge fund with a risk adverse bias. At this time most of the portfolio is invested in bonds and cash. The fund will be 100% invested in high quality stocks when market valuations permit such an investment. My investment philosophy is to invest in companies that have predictable earnings and have durable competitive advantages. I buy at prices I believe will yield 26% annualized returns over a three year period. When stock valuations are not attractive the fund holds mostly cash with some select corporate bonds.
At Bio Vantage, our mission is to provide high-quality equity reports focused primarily on biotech and pharmaceutical companies worldwide. In our view, fundamental analysis of biopharmaceutical companies requires expertise in evaluating clinical trial data and drug pipelines, as these events often drive the underlying equity value of such companies going forward. Equally important is the ability to forecast future revenues, earnings growth, and cash flows using financial modeling tools in order to derive an intrinsic value for the company being analyzed. Once a fundamental value is derived, investors can make profits from a variety of trading instruments.
While our expertise largely concerns biotech and pharmaceutical companies, our investment principles are centered on diversification, asset allocation, risk management, and portfolio strategies. Thus, our investments and analyses also cover other sectors, including technology, financials, consumer products, energy, and commodities.
Bio Vantage's analysts have extensive experience in the biomedical field and in drug discovery research. We are lifelong investors. One of the analysts holds the CFA charter designation.
Stephen Simpson, CFA, is a freelance financial writer and investor.
I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement".
I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell.
I don't share my models, so please don't ask.
More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
To avoid criticism, do nothing, say nothing, be nothing. -Elbert Hubbard.
I have a Masters degree in Computer Science, and worked for 14 years in development, technical publications and software quality assurance. I have been investing for 20 years. Currently, I do writing, international editing, and photography. My short fiction can be found at http://50centflash.com/ "The fascination with the human face has never left me... Every face I see seems to hide - and sometimes fleetingly to reveal - the mystery of another human being. Capturing this revelation became my goal and passion." – Photographer Philippe Halsman
Over the last few years I have worked diligently towards refining several of my favorite and most successful stock options strategies. My hard work and diligence have proven to be a success and now I want to share my ideas and strategies with a limited group of like-minded investors. My options strategies are not “get rich quick” strategies, rather sound options strategies based on three basic ideas - patience, position-sizing, and long-term performance.
After speaking with hundreds of investors, I discovered that the majority of investors were not looking for a ‘get rich quick’ scheme, or a foolproof method of trading options (we all know there isn’t one). What they wanted was a service with established capital preservation goals and historically proven long-term successful investment strategies. They wanted options strategies that would produce consistent, modest gains month after month, year after year. They also wanted to know that unnecessary risks were not being taken, but rather a methodical, tested set of rules were being utilized which would produce long-term gains.
My Options Portfolio was born from the collection of ideas mentioned above. After trading and back-testing almost every known options trading strategy, I fulfilled the requests of the investors and traders I spoke with and have identified several historically proven stock options strategies for long-term success in bull and bear markets. Again, all of my options trading strategies are based on three simple principles: patience, position-sizing, and a focus on long-term performance.
I encourage you to learn more about my stock options strategies by joining my FREE weekly options newsletter. Furthermore, every day in my daily blog I will provide an in-depth look at my trading strategies, including specific trading guidelines as well as the research and back-testing data that went into developing the rules. You will also receive valuable educational tools as well as trading tools regarding the tax-advantages of trading my strategies. Diversify your portfolio, better yet, educate yourself with one of my alternative investment strategies.
Andrew Crowder has been investing in stocks and options for over 15 years. A graduate of the University of Oregon and Northern Arizona University, Andrew’s work experience includes working for the medical division of W.L. Gore and Associates in Flagstaff, AZ, Oppenheimer & Co. in New York City and more recently working as a professional options trader, research analyst and financial columnist for a prominent stock options newsletter and advisory service.