I am an early career scientific researcher who has taken a strong interest in investing. While I invest primarily to achieve my personal financial goals, I find that doing so gives me another outlet beyond science where critical and logical thinking yield significant rewards.
On Seeking Alpha's Marketplace, I offer a premium service called the Cambridge Income Laboratory focusing mostly on research and analysis of exchange-traded funds (ETFs) and closed-end funds (CEFs). Currently, we are the top-ranked service for ETFs, and also rank 2nd for CEFs and arbitrage.
The Cambridge Income Laboratory boasts a community of over a hundred serious income investors dedicated on sharing ETF and CEF ideas and strategies. Check us out to see why one subscriber calls us a "one-stop shop for CEF research.”
Within the academic field, I have a career total of over 100 publications, 3300 total citations and an h-index of 34 (metrics from Google Scholar).
James Picerno is a financial journalist who has been writing about finance and investment theory for more than twenty years. He writes for trade magazines read by financial professionals and financial advisers. Over the years, he’s written for the Wall Street Journal, Barron’s, Bloomberg Markets, Mutual Funds, Modern Maturity, Investment Advisor, Reuters, and his popular finance blog, The CapitalSpectator.
Visit: The Capital Spectator (www.capitalspectator.com)
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Academic background in Applied Mathematics and Operations Research. Participant in high technology including computing and networking as a Member of Technical Staff, algorithm designer and Product Manager. Pursued interests in Health Care by doing coursework and research in Public Health, Pharmaceutical Economics, Integrated Medicine and Neurobiology. Currently focused on research, analysis and writing on status and evolution of Health Insurance. Lifelong learner and teacher - always looking for new opportunities to teach and to be taught.
Day trader whose strategy is based on arbitrages in preferred stocks and closed end funds.My group consists of 10 traders.We trade every single preferred stock or closed end fund that provides an arbitrage opportunity. Our research includes stocks that most of the people have not even heard. We have developed our own statistical tools that make most of our arbitrages statistically proven. As a trader I don't just analyse , I trade my analysis and pay the price when I am wrong.That is the main reason I respect opinions only when backed by taking the risk of being wrong.Words or opinions mean nothing in this business and the only person who is right about a certain situation is the one who makes money out of it.
I'm a retired individual investor. I retired at the end of 2013 after a 35 year career as a professor and research scientist at a major research university. So -- a career as a researcher and an educator, which is what I'd like to do here. Virtually every good teacher I've ever known says some version of "I learn more from teaching than my students do." There's a lot of truth in that, enough that there's an underlying selfish motivation for my writing here as I continue to learn about investing.
My investing priorities are building and refining portfolios designed to provide income and capital growth: Income for my retirement needs, and capital growth for my estate. My investing interests are tax-advantaged income from a range of sources, portfolio strategies, information- and bio-technology, and strategic allocation.
Why I Write for Seeking Alpha: I learned long ago that "writing is nature's way of letting you know how sloppy your thinking is." The line comes from a Guindon comic strip of many years ago. As an academic scientist I routinely published my research results. It's how I spent my working career, so it comes more or less naturally to me. It forces me to think about details I might otherwise overlook.Like all academics, I consider it an essential part of doing research. So, the writing I do here is as much for myself as for the reader. It also opens me to feedback from others who may draw quite different conclusions.
As a research scientist I spent a career spanning four decades devoted to free exchange of information vetted by rigorous peer review. It's a concept I firmly believe in. So, I encourage and appreciate thoughtful comments, especially from those who disagree with me (although I will ignore obvious trolls and encourage others to do so as well).
My Investment Philosophies and Strategies: I maintain two portfolios: one for income and one for growth. As I have passed the age where I have to take mandatory withdrawals from my IRAs,I have transitioned my taxable brokerage account to a nearly pure growth focus along with large holdings in tax-free municipal-bond CEFs. My goal for the IRA is to generate income to meet MRD levels. The remainder is held in a fairly defensive growth portfolio. I've reached a point where I'm more concerned about drawdowns than I am about beating the market.
Finally, I've chosen to remain anonymous, which I feel obligated to address. First, I have no professional role in finance and nothing to sell, so there is no advantage to be gained by "making a name for myself' here. Second, I value my privacy and have kept my internet presence as low-key as my professional life allowed. But I do have a professional on-line presence which I'd prefer not to mix with my Seeking Alpha persona. I certainly want to avoid any possibility of some internet connection trying to track me down. Odds against that happening are, of course, outrageously long, but why take them on at all?
Disclosures: I have no ties to the financial or security industries in any form. My interests are strictly personal. The banker part of the nym has absolutely no relationship to the profession of the same name. Readers should be aware that I am an investing novice, some might say dilettante, but when I write about something here, it's something that I have a personal financial stake in (perhaps a negative stake in that I'll tell you why I rejected it). I do not give advice; what I publish is much more in line with my research notebook. Anyone who finds anything of interest will necessarily want to do his or her complete research and due diligence. It would be foolish to rely on my conclusions without having done so.
I am a retire electrical engineer and am in the process of transitioning to the distribution phase of investing. I concentrated on ETF investing and rotation strategies for several years. In 2013, I discovered and starting learning about Dividend Growth Investing. Over the next several years I expanded my investment allocation to mostly DGI. My Seeking Alpha participation and includes following a number of DGI contributors and making regular comments. I plan to continue to write a few articles on retirement issues that I run across and on DGI ideas at times.
I am a retired engineer with a PhD in Engineering Science (mostly exotic math) together with a Masters in Statistics. I currently manage my website www.superchargeretirementincome.com, where I use my math background to select high-return, low-volatility investments. I also love teaching so I also provide a number of tutorials about all aspects of investing. I am an avid reader and have read just about every book I could find on the stock market. I am still learning so I welcome comments and suggestions. Over the years I have learned that there is no “holy grail”; you cannot receive a good return without taking risks. However, you can choose your investments to reduce risks and those are the kind of investments I like to make. Although financial markets are my passion, engineering is my profession. I have spent the last 30+ years as a program manager at a large aerospace company, working on improving defenses for our U.S. Army customers.
A regular guy (still alive from New York!) who shows how he would manage a model (not actual) portfolio for educational purposes only, my personal finances are my own business and the disclosure statement is only for the portfolio we are discussing (if an asset is held personally, I will note that in the disclosure). I give absolutely no advice, and only offer suggestions on how I could manage a portfolio. My personal portfolio and finances can change at any time, which has nothing to do with the educational value of any article.
The main reason for a subscriber to "Follow" me, especially for the model portfolios (TARP or otherwise), is to glean some knowledge to become a better investor and not simply place bets. Money management is every bit as important as any other aspect of investing, and by following a portfolio and the actions taken, you can gain some insight into a somewhat higher level of investing acumen. There are no requirements, and this is not "rocket science" - it is simply a powerful way for you to put the money you have worked hard for to work even harder for you. My message will be consistent, and my hope by doing this is to share my own experiences, illustrated in the model mock portfolios I build exclusively for Seeking Alpha. Knowledge is power, and many folks shy away from the investing world because that very world makes it more confusing each and every day in an effort to sell you something: stock picks, technical strategies, books, videos, subscriptions with "secret ideas," gadgets, and even snake oil. My promise to you is that my work here will remain free to all of my followers, with the hope of giving to you some of the things that took years for me to learn myself.
Peter Way Associates provides daily updated, near-term price range forecasts for over 2,000 widely-held and actively-traded stocks, ETFs and market Indexes.__
These are derived from the way market professionals protect their own capital placed at risk while helping big-money portfolio managers adjust their holdings in multi-million-dollar "block" transactions.__
Having these price-change prospects available on a continuous basis encourages individual investors to actively and economically build up the values of their own smaller portfolios. PWA only provides information for individual investors; it no longer manages investments for others.__
Rates of portfolio capital growth being achieved by subscribers are at MULTIPLES of the growth in market averages, due to the efficient use of holding period time and the compounding of gains a number of times each year.__
Risks of capital loss are protected against by insightful selection guidance and holding-period-limit disciplines. The advantages of good selection and careful timing amply cover a much smaller portion of unavoidable losses.__
These Market-maker forecasts have several decades of demonstrated productivity. Earlier in the 20th century they were used by large institutional portfolios, and now in the 21st century they are available only to individual investor wealth-building portfolios. Thousands of day-by-day identifications of specific securities having consistent, odds-on profitable results rule out any likelihood of their exceptional outcomes being due to chance. These price forecasts cannot be found elsewhere.__
Peter F. Way is a veteran Chartered Financial Analyst, having taken and passed the CFA Institute’s required 3 examinations in the first years they were given, 50+ years ago. Armed with BS in Economics from the Wharton School and an MBA degree from Harvard Business School, he has managed staffs of dozens of Investment Researchers and Quantitative Analysts for the nation’s largest bank, arbitraged index options for NYSE Specialists, and managed portfolios of hundred-million-dollar equity investments for Fortune 100 corporate pension funds and non-profit endowments. He has been elected President of professional Investment Analyst Societies in San Diego and New York City and has served on the editorial boards of the Financial Analysts Journal and the CFA Digest.
Ben Strubel is the President and Portfolio Manager of Strubel Investment Management, LLC ("SIM") a registered investment advisor. Strubel Investment Management provides separate account management services for clients and also publishes The Value Investor's Edge Newsletter. Ben Strubel is a Graduate of Drexel University with a Master of Business Administration in Investment Management. After graduation Ben founded SIM. Prior to founding SIM Ben worked for several years in the Information Technology field at a Fortune 1000 company. Ben has a unique three pronged approach to investing. First, seek to lower costs as much as possible by avoiding high fee mutual funds and tax inefficient strategies. Second, diversify client funds across multiple uncorrelated asset classes. Third, maintain a value investing focus. Ben selects individual securities for the equity portion of client portfolios and focuses on buying companies with excellent fundamentals that have fallen out of favor with the market.
I am a buy-side analyst for various private wealth managers, institutional and accredited investors. My goal for articles on Seeking Alpha is to bring exposure to business development companies (BDCs) that finance small to medium sized businesses, typically overlooked by banks. BDCs are an instrument for investors to earn healthy dividends by avoiding double taxation at the corporate level and allowing income to flow directly to shareholders. Please see website link below for more information.
I am a retired global analyst, currently busy in investing and writing articles about stocks at several investing publications and websites. I have also developed strategies for creating winning portfolios according to specific formulas.
In January 2015, I was ranked among the world’s top 10 financial bloggers according to TipRanks, which holds financial experts accountable for their recommendations by disclosing their stock ratings since 2009:
Dave Fish is the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
I am an associate at a Fortune 500 investment bank. My expertise is in high yield debt instruments. We focus on issuing bonds and various other types of securities to raise capital. I also specialize in leverage finance and restructurings for large corporations. My team works with management to develop debt strategies that would help maximize the revenue potential of the company. My job primarily revolves around maximizing value for shareholders. I believe the market often gives investors great opportunities. With proper-in depth analysis you can find these opportunities and realize fantastic returns.
Philstockworld.com is the fastest growing stock and option newsletter on the Web. "High Finance for Real People - Fun and Profits" is our motto and our Basic and Premium Chat Sessions offer readers a chance to speak to Phil live during the trading day as well as authors like Optrader, Sabrient, Income Trader and Trend Trader - who send out Alerts during the market sessions and discuss trade ideas live with Members. We even have a new low-cost "Trend Watcher" Membership that lets readers view our chat sessions without directly participating a great solution for people who want to test-drive the site and profit from our experience! Trend Watchers get to view all of our Chat Archives, weekly Webinars - as well as the amazing PSW Wiki, which gives you Phil's recent opinions and trade ideas as well as technical and fundamental analysis of hundreds of stocks that we follow. Philip R. Davis is a founder of Phil's Stock World (www.philstockworld.com), a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders. Mr. Davis is a serial entrepreneur, having founded software company Accu-Title, a real estate title insurance software solution, and is also the President of the Delphi Consulting Corp., an M&A consulting firm that helps large and small companies obtain funding and close deals. He was also the founder of Accu-Search, a property data corporation that was sold to DataTrace in 2004 and Personality Plus, a precursor to eHarmony.com. Phil was a former editor of a UMass/Amherst humor magazine and it shows in his writing -- which is filled with colorful commentary along with very specific ideas on stock option purchases (Phil rarely holds actual stocks). Visit: Phil's Stock World (www.philstockworld.com)
Doug K. Le Du is a preferred stock researcher, author of the book titled Preferred Stock Investing, syndicated writer and publisher of three monthly preferred stock newsletters.
Doug has been studying the preferred stock marketplace since 2002. In 2006 he published the first edition of Preferred Stock Investing which has been updated and re-published regularly since then.
Preferred Stock Investing teaches risk-averse investors how to screen, buy and sell the highest quality preferred stocks. The book lists all qualifying preferred stocks that have been issued since January 2001.
The ten selection criteria from Preferred Stock Investing filtered out the 57 preferred stocks from the big banks that would be claimed by the Global Credit Crisis and let pass the 13 issues from the big banks that were saved by acquisition. In 70 out of 70 cases, a 100% success rate for almost two years running, the preferred stock selection criteria found in Preferred Stock Investing protected preferred stock investors.
As a researcher, Doug researches the market price behavior of the highest quality preferred stocks and writes to you about trends and opportunities. His premium subscription service (described at www.PreferredStockInvesting.com) providers subscribers with email alerts of new preferred stock issues, access to his preferred stock catalogs and HotLists, a monthly newsletter just for premium subscribers and much more.
Doug's academic background is in economics and statistics. Doug retired from his position as Managing Director at one of the world's largest management consulting firms in 2002 to focus on preferred stock research. Doug does not sell preferred stocks nor is he a stock broker or financial adviser.
Avi Morris became interested in stocks while in high school when he started an investment club. It made him a few bucks and his interest in stocks continued. Over the years, Avi earned a portfolio between savings
@DavidAltonClark - Top Financial Expert per http://Tipranks.com
In addition to investing in and writing about stocks for the better part of the past decade, I'm currently a licensed Texas REALTOR® with 20 years in the business. I was formerly a FINRA registered securities representative in the oil and gas industry, worked in the banking industry, and as an auditor and consultant for a major accounting firm. I received my Bachelor's degree in Accounting (With Honors) from the University of Texas - San Antonio.
I've managed my portfolio for the past 25 years, including successfully navigating the 2000 and 2008 bubbles, so I understand the full cycle the market can take. My professional background has provided me with an intimate knowledge of corporate financial statements and how the companies actually made money.
I have been ranked #1 out of over 8500 financial bloggers and professional analysts tracked by TipRanks for a majority of the past three years. I am currently the most highly followed Financial Expert on TipRanks with over 6,300 followers. I have consistently been correct 75% of the time with my picks returning approximately 27.3% on an annual basis since 2011. I was thrilled to be featured in an article in BARRON'S for my stock picking performance in 2016.
Click this Globe and Mail and Barron's link for articles regarding my performance and background.
Scott is the President of Sabrient Systems LLC, parent company of Gradient Analytics, providing institutional equity research with products that include forensic accounting analytics, quantitative models and rankings, indexes for ETFs, and portfolios for UITs and structured products. He focuses on company strategy, product development, institutional sales, marketing, business development, and client/partner relations, and works closely with subsidiary Gradient Analytics, a forensic accounting research firm. He also writes market commentaries and travels extensively with Sabrient’s institutional partners, speaking at events in support of their sales efforts for co-branded investment portfolios. His prior experience encompasses equity-options trading, operations management, strategic planning, and consulting, including various engineering, analyst, and management positions with Chevron Corp. Scott holds BS and MS degrees in civil engineering from the University of Arizona, and an MBA from California State University-Hayward. http://www.SabrientSystems.com http://www.GradientAnalytics.com http://Linkedin.com/in/ScottMartindale http://Twitter.com/ScottMartindale
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, CNN, Newsmax, and Fox. He is the #1 contributing analyst on Seeking Alpha in 2014, 2015, 2016, and 2017 (based on page views).
Thomas has co-authored a book, The Intelligent REIT Investor, and is the author of The Trump Factor: Unlocking The Secrets Behind The Trump Empire (available on Amazon).
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College and he is married with 5 wonderful kids.
Invest. Manage risk. Communicate. Educate yourself. Make profits. .
My name is Todd Johnson. I’m a family man, sports fiend, health nut, technology buff, long-time stock investor, and a very lucky mountain climber, all of which has shaped my philosophy as a professional investor for the last 30 years. As my interests might suggest, I am always looking for the upside while striving to minimize risks.
My new passion, which I have realized through DividendLab.com project, is helping other investors learn more about investing; investing in stocks and other assets that are subject to wide price swings can actually enhance their returns when the right investment strategy is applied. To that end, I read company 10k and 10q statements so they can skip them. I compile and analyze the market research that isn’t always at their fingertips. And I don’t make any investment recommendation without committing my own funds first, which is the purest form of accountability.
Joe Eqcome is the pen name of Robert A. Frank, CFA, a Wall Street executive who has spent over 30 years as an investment professional. Mr. Frank is the founder of GrowthIncome Research & Management, LLC.
GrowthIncome Research & Management, LLC’s business mission is focused on generating supplemental retirement income through investment in regulated investment companies (“RIC’s” or “investment companies”) whereby the Firm can maximize investment income for its clients by virtue of the RIC’s conduit status.
RIC's include closed-end funds (CEF’s), open-end funds (mutual funds) and exchange traded funds (ETF’s). Other non-RIC, conduit vehicles include real estate investment trusts (REIT’s) and Master Limited Partnerships (MLP’s). Particular emphasis is placed on CEFs given their under-research and inefficient valuations.
Mr. Frank, a chartered financial analyst (CFA), spent his first 20 years in the investment business as a real estate research analyst for the investment banking firm of Alex Brown & Sons, Inc., (later sold to Deutsche Bank) where he was a managing director and group head of the real estate securities researched division.
Mr. Frank was later an executive vice-president, director of equity research and co-head of capital markets at Legg Mason, Inc. Mr. Frank founded Intellectual Capital Markets, Inc., a financial services firm in which he sold his interest; he also served as a real estate investment banker at a regional investment banking firm.
Mr. Frank has been a former "Institutional Investor" All-Star Analyst for multiple years, a featured interviewee for Barron's Magazine multiple times, a guest on Wall $treet Week and Bloomberg TV, former governor of the National Association of Real Estate Investment Trusts (“NAREIT”), charter member of the Berman Institute at the Johns Hopkins University, former Trustee of the University of Baltimore, former Trustee at Friends School of Baltimore, former director of Mid-Atlantic Realty Trust (sold to Kimco Realty Trust, Inc.), recipient of the “Life-Time Achievement Award” by the National Association of Real Estate Investment Trusts and the American Real Estate Society's "Award of Merit".