Have been an investor for 60 years. Last 20 years have concentrated on biotechs. Have been senior exec with Shell and ITT before retiring 30+ years ago. My working areas were finance, informatics and international management. Taught MBA courses in management, informatics and communications. Speak French and Spanish plus some German.
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
Chief Global Strategist at B. Riley FBR Inc. & Wunderlich Securities. Recently named a "Bloomberg Prophet," one of fifteen, globally. Author of the macro commentary, "Out of the Box," which is currently distributed to about 5,000 large financial institutions in 48 countries and is published each day in London and Paris. Author of the books, "Out of the Box and onto Wall Street" and "Lila-The Sign of the Elven Queen." Formerly head of Capital Markets and was on the Board of Directors of three investment banks. President and was on the Board of Directors of one investment Bank. Formerly President and on the Board of Directors of a public company in Telecom. Currently on the Board of Directors of several private enterprises. Advises both major money managers and people about investments.
Bert Hochfeld is a convicted felon. He was convicted in 20212 of misappropriating funds from a hedge fund that he operated.
Mr. Hochfeld graduated with a degree in economics from the University of Penssylvania and received an MBA from Harvard. Mr. Hochfeld has had a long career in the tech world working for such firms as IBM, Memorex/Telex, Raytheon Data Systems and BMC Software. Starting in the 1990's, Mr. Hochfeld worked as a sell side analyst and won awards from the WSJ for his coverage of the software space. In 2001, Mr. Hochfeld formed his own independent research company, Hochfeld Independent Research Group, which provided research services to major instiutions including Fidelity, Columbia Asset, SAC Capital and many other prominent instiutions and hedge funds. He also operated the Hepplewhite Fund, a hedge fund that specialized in tech investment. In the 5 years ending in 2011, Hepplewhite Fund was rated the best performing small cap fund by Hedge Fund Research, and independent 3rd party firm that specializes in ranking managers.
In 2016, Mr. Hochfeld formed Ticker Target Investments, LLC. Ticker Target is the vehicle that Mr. Hochfeld uses to provide clients with investment consulting services and which publishes a newsletter and model portfolio, available to subscribers. Overall, Ticker Target keeps tabs on about 500 names in the space and is always investigating new investment opportunities. Mr. Hochfeld has published more than 300 articles on Seeking Alpha, all of them dealing with companies in the information technology space.
President of Almington Capital - Merchant Bankers.
Investing in publicly traded securities, private equity, real estate, venture capital.
Taking advantage of deep value opportunities, growth opportunities, and special situations across a range of asset classes and industries.
I am presently working on a concept, I call investigative investing. A labor intensive exercise that combines investigative experience with mass collaboration in order to identify grossly undervalued stocks that are sitting on significant price moving information. It is a work in progress.
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.
Michael Wiggins De Oliveira specializes in deep value, with a relentless focus on companies which generate strong free cash flow.
Track record available, up 45.90%, page 2
I'm always looking to expand my friendships and discuss investing ideas, please feel free to connect with me at firstname.lastname@example.org
- Check out my Marketplace on SA
- If you are based in Europe come over to our monthly London Value Investing Club, and discuss stocks with our +2,000 members.
WARNING: Any stocks that you feel like buying after discussions with me are your responsibility.
I am a dividend investor and look for undervalued investments in the stock market. I identify misunderstood and undervalued equity investments and hold those securities until their price approximates my estimate of intrinsic value. I am a long-term investor only.
I am building a $100,000 high-yield income portfolio. I am running this portfolio as an experiment to see if long-term sustainable income can be generated from a diversified pool of high-risk, high-yield securities. I am willing to accept high risk in order to meet my performance goals.
Policy strategist, entrepreneur, and more. Experience in government financial regulation, finance, law, tech, public policy, and media. Bachelor's from Penn. Law degree from UVA. Wharton-training. I look at the whole picture.
I host Tech Investment Insights here at Seeking Alpha, a premium subscription service evaluating, rating, and analyzing time-sensitive opportunities, risks, and developments in the technology markets, as well as interviewing newsmakers and industry leaders.
Particular areas of knowledge and experience: Internet services, financial services, capital markets, data/software technology, political/regulatory risk, macroeconomics, emerging markets, investment funds
I have over a decade of experience in the Financial Information Services Industry. I, Laxman Vembar, have a Masters in CS and am a CFA, FRM Charter holder. Having been involved in the Tech and Finance industry for a long time, I was surprised by the lack of tools and access to financial models available to the typical retail investor. We want to change that with FundamentalSpeculation.IO. Sign up for our risk free one week trial! No credit card needed!
The free trial gives you full access to:
1) A state of the art Relative Value Model based on cohorts of companies with similar business fundamentals. Over 2500+ US equities supported.
2) A cutting edge Momentum model based on a Deep Neural Network (DNN) trained on price action and trade volume data over 20 years from 1996-2016
3) Ability to build your own custom Relative Value Models by specifying the comparable companies, the valuation metrics to use and the aggregation methods used to determine fair value.
4) Access to over 50 Fundamental Metrics on 4500+ US equities and a stock screener to help you find your next investment idea based on those metrics.
5) Access to downloadable price history data going as far back as 1996 on 4500+ US equities
Founder & Editor of EPB Macro Research
EPB Macro Research: uses macroeconomic analysis to create an easily replicable portfolio of ETFs, specifically designed to limit drawdowns, reduce volatility and improve total return over a long-term time horizon.
Background: I earned my B.A in Economics from New York University. Upon graduation, I worked at Morgan Stanley in Wealth Management and after as an analyst at Panorama Partners, a quantitative hedge fund specializing in equity derivatives.
I married my diverse background in economic analysis from NYU with my computer programming and statistical knowledge, gained from the hedge fund, to create EPB Macro Research in the summer of 2017.
Disclaimer: EPB Macro Research is published as an information service. It includes opinions as to buying, selling and holding various stocks and other securities.
However, the publishers of EPB Macro Research are not brokers or acting as investment advisers and do not provide investment advice or recommendations directed to any particular subscriber or in view of the particular circumstances of any particular person.
All data is supplied by sources is believed to be reliable, and the calculations herein are made using such data, and that such calculations are not guaranteed by these sources, the information providers, or any other person or entity, and may not be complete.
EPB Macro Research does not guarantee that you will out-perform the stock market.
The information provided by EPB Macro Research is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness.
At various times, the publishers and employees of EPB Macro Research may own, buy or sell the securities discussed for purposes of investment or trading. Eric Basmajian invests his own portfolio primarily in stocks recommended in the EPB Macro Research newsletter.
EPB Macro Research and its publishers, owners and agents, are not liable for any losses or damages, monetary or otherwise, that result from the content of EPB Macro Research.
Past results are not necessarily indicative of future performance.
I am interested in small capitalized companies with a high optionality to the upside compared to the relative downside risk. I am grounded in a value based approach but will also explore special and short situations. I am a trained CPA and continue to practice in industry.
Warning: my twitter account is very random but will have a lot of economic and business items sprinkled with Green Bay Packer comments.
Andy Wong is a top 2% highly influential financial analyst in the whole world. Ranked number #104 out of 6,454 financial analysts tracked globally. He has consistently outperformed the stock market. His performance, tracked independently by tipranks.com, comes in at a success rate of 74% and an average return of 28%. Because of this, he has garnered a following of over 3,000 investors that follow him to have access to his next investment idea.
Andy Wong aims to bring his trading and fundamental analysis skills to the crypto world. In 2018, he founded Adept Crypto, a one-stop crypto shop which helps market participants digest news, receive trading signals as well as have access to deep dive ICO research.
Darren is the jester at the Cash Flow Kingdom, the investment community where Cash Flow is King. He also owns ProActive Financial LLC where he provides Financial Planning and Analysis consulting services directly to corporations. Darren's education includes a Bachelors in Economics, an MBA, and a Certificate in Personal Financial Planning.
I am an individual investor. My research in some companies has inspired me to use advanced trading strategies such as options/option spreads in order to achieve higher gains without drastically higher risk. I have a preference for investing in technology oriented industries. I write on seeking alpha simply to explain my reasoning behind positions on specific stocks. Since I tend to follow a few companies at a time closely, my positions are based on extensive knowledge of the stock and the company (reading 10-Q's, daily articles, quarterly reports, press releases, watching interviews and presentations, consulting owners of the product of the company, etc.). I write on Seeking Alpha to explain a thesis that I have developed about each stock.
Max Greve is a graduate of Northwestern University with a triple major in Economics, Political Science, and International Studies. He recently launched the new Seeking Alpha Marketplace service, Orthogonal Investing. Max is a full-time writer and in addition to stock market trends also writes articles on government, current events, macroeconomic trends, and last but not least, the ongoing inefficiencies of professional sports.
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.
Copy and paste links into your browser:
More About CCM:
CCM Home Page:
I have previously written articles for The Motley Fool, TheStreet, and AOLs BloggingStocks.I also write fiction. I have three stories published at Nikki Finke's Hollywood Dementia site, "The Screenwriterman," "Mygalomorph" and "Spielberg's Last Film."
Here is a link to my YA book, "Abner Wilcox Thornberry and The Witch of Wall Street."
This is a collection of short horror stories: Tales From Salem, Mass.
Finance professional in the Silicon Valley with a long/short-only, valuation-based approach to investing in high growth technology companies. Prior to joining the tech industry, covered software and internet companies on the sell side.
Individual investor focused upon a limited number of diversified stocks. Seeks stocks selling below fair value; favors dividend growth. Advocates fundamental investment analysis, supplemented by the technical charts. Options strategies primarily employed to generate additional income or hedge risk.
Currently I am student of leading Russian university (master degree), also I have bachelor's degree in corporate finance. My professional experience includes business valuation, building of financial models and analysis of venture companies. As investor, I am trying to do my best to become a professional and gain some money and experience in the long-term perspective.
I am an individual investor focused on biotech, technology, and natural resources. I have also recently started covering the marijuana industry.
I often write about undervalued biotech companies with significant potential to disrupt existing markets. I will increasingly cover the market for recreational and medicinal marijuana which is poised to rapidly expand as legalization takes place in Canada and several American states. I am a law student and have spent several years researching the interaction between Indigenous rights and natural resource development in North America, Australia, and New Zealand. Much of my writing on Seeking Alpha focuses on the impact of social, legal, and political factors on the North American resource extraction sector.
Full-time Investor, and frequent speculator.
Focus on US Stocks and Real Estate.
Degree in Economics and Finance.
About 40 years of economic analysis and active investing experience. Retired Financial Services CEO (company had $2 Billion in financial assets).
I invest solely for my own account, and offer no services for hire. My investments are my only source of income.
Macroeconomic conditions and cycle progression are the foundation of my investment strategy. I evaluate the macro trend, and then select investments that will benefit from that trend, shifting the mix as the cycle progresses.
Earnings growth is the sustainable fuel for investment gains. So, I look to position my portfolio accordingly, seeking those companies and industries whose profit outlook is better than average. This condition shifts as the cycle progresses.
I stay fully invested during the rising tide of a growing economy. I use leverage until the expansion shows signs of constraints and exhaustion. Rising input costs (wages, materials, energy, interest rates) eventually squeeze corporate profits, making growth less feasible, and recession probable.
When I see evidence of a coming recession combined with weakness in the market, I exit my equity positions, reduce my real estate holdings, and shift to the safety of cash and treasury bonds.
After the market slides deeply, and after the panic reaches headline proportions, I begin to reinvest as I anticipate or see evidence of the market bottom. I successfully avoided the majority of the 2001-2002 and the 2008 bear markets, while being fully invested for the bull markets around those declines.
In prior cycles I purchased individual stocks. However, during this bull market I am making heavy use of ETFs (including Sector ETFs). This is much less work, but results in more average returns. I do purchase some individual company stocks when I think the company will perform better than the average in its industry sector. I do not sell short, and rarely use options.
My portfolio is about half market tracking. I also use sector rotation, selected specific companies, modest margin debt, and 3x leveraged ETFs, within the rising cycle trend to magnify and outperform the average trend. I also adjust the size of my market exposure based on market conditions, and historic patterns.
My gross investment asset allocation target is roughly 70% stock, and 30% real estate (rentals).
Current Stock Portfolio Mix (May 2018): 36% Broad US Market Tracking (SPY, RSP, QQQ...), 8% International, 7% Berkshire Hathaway, 7% Financial Services, 11% Consumer Discretionary (VCR), 11% Homebuilders and related, 7% Industrials (XLI), 4% Materials, 10% Energy. Total Stock Market Leverage is 1.04x (down from 1.34x in 2014). No bonds, and cash is about 2% of gross assets. Real Estate is Residential Rentals, mostly near the beach (average LTV is about 35%).
Over the past few decades of active investing in stocks and real estate, my investment returns have exceeded the average return of the S&P 500. Since the prior market peak in October 2007, my Stock portfolio average total return on equity has been about 14% per year, compounded. My Real Estate portfolio average total return has been about 8% per year for the same period. The S&P 500 average total return has been about 8% per year during the same period.
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.
In search of a better constructed, more efficient, easily replicable portfolio that is properly risk-balanced for growth with lower downside risk. Also scanning the market for high-quality assets at a discounted price.
Investment horizon is always medium- to long-term (12 months or more), and will often act as a contrarian to short-term consensus in order to identify the best longer-term investment opportunities. Tend to focus on technology and energy services sectors.
Founder Daniel Martins is a former equity researcher at FBR Capital Markets in New York City; finance analyst at hedge fund Bridgewater Associates; and associate auditor at General Electric.