FOR SOME REASON KNOWN ONLY TO THEM, SA HAS DECIDED TO CATEGORIZE SOME OF MY BLOG POSTS AS "STOCKTALKS" ON A RANDOM BASIS RATHER THAN JUST LIST THEM ALL IN THE BLOG AREA. WHAT I WANT THEM TO DO (LIST THEM ALL UNDER THE "BLOG" HEADING BY DATE) APPEARS TO BE IRRELEVANT. SO IF YOU WERE LOOKING FOR SOMETHING TO MAKE SENSE - IE BE IN ORDER - GOOD LUCK TO YOU. (rant over)
Let's trade trade trade, and then trade some more! Love the ladies on FOX business, and Fidelity loves me. OK, well Trish does anyway, some of those other people there maybe not so much. I think that's enough. No book, No paid articles, No premium content, No company, just my own personal hedge fund - dammit. I'm such a failure.
In case you don't GROK "GGjr" - that's Gordon Gekko Jr. A reflection of my net worth being several decimal points to the right of his...
In case you haven't figured it out YRMV = Your Returns May Vary..
Semi-retired patent attorney, now focused on finance. I live in Vancouver, BC, Canada, and hold a law degree from the University of Chicago Law School, and an undergraduate degree in physics from the University of British Columbia.
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Apologies, I am now currently employed in the industry (in a non-investment role), so I can no longer publish articles to Seeking Alpha.
Individual investor focused on time-tested passive portfolio allocation strategies. MBA data geek, formerly in a non-investment role at Bridgewater Associates. Risk parity principles make sense to me, but I follow the numbers in a search for high long-term returns with medium risk.
I am the Chief of Operations at Wolfram Solutions, the consulting arm of the large privately held software company, Wolfram Research. I manage teams of programmers developing custom applications for business and, government, applying advanced analytic methods to practical challenges. I played a major role in the development of many of the financial features of Mathematica and Wolfram|Alpha. I have been at Wolfram for over 15 years. My academic background is in the social sciences and analytic methods in the social sciences, including finance, economics, statistics, modeling, simulation, and operations research. I studied at the University of Chicago, both undergrad and grad. I am also an individual investor with 30 years experience, mostly using mutual funds and fundamental analysis, plus specific investments in the financial sector. My contributions on Seeking Alpha focus on the financial sector and monetary economics, and what analysis of those areas can tell us about other macro trends. I also discuss portfolio theory, formal methods in finance, modeling and simulation of financial prices and economic time series, government statistical releases, financial regulation, and monetary policy.
Matthew Senicola, CRPC® has been advising investors professionally for over 18 years and his strong entrepreneurial drive motivated him to become one of the early founders of North Shore Wealth Management Group, LLC. He holds the title of branch manager of the Massapequa, NY office. Qualifications: -Series 7 FINRA General Securities Representative -Series 63 Uniform Securities Agent State Law Exam -Series 24 General Securities Principals License -Series 65 Uniform Investment Advisor Law Examination License -New York State Health and Life Insurance License He is licensed to do business in 26 states - AZ, AR, CA, CO, CT, FL, GA, HI, ID, IL, KS, MD, MA, MI, MN, MO, NV, NJ, NY, NC, OK, OR, TX, UT, VA, and WA. Media: Matthew has contributed and been quoted in publications such as Bloomberg, Jim Cramer’s -The Street.com, CNBC, Reuters, Markets Media, Midland Business Journal, Long Island Business News, Barron's, Newsday, Investors Business Daily, USA Today and the Wall Street Journal, Seeking Alpha. Specialties: Dividend Paying Stocks, Tax Free Municipal Bonds, Corporate Bonds, Options, ETF's, Mutual funds, Unit Investment Trusts, Closed end funds, REIT's, MLP's, BDC's, Annuities, Life Insurance, 401k's and IRA Rollovers.
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.
Anthony G. B. (Tony) Hayes BSc (Hons.), DIA, CFA. Tony is an all-round investment professional with a broad range of credentials, skills, contacts and work experience in Canada, England, the United States and Australia. His career spanning four decades has been in the investment and mining industries as a corporate director, president, executive director, research manager, money manager as well as being a top-ranked Canadian metals and mining analyst in the 1970s and 1980s. Hailing from Aberdeen, Scotland he now lives in Niagara-on-the Lake in the deep-south.of Canada. Contact details: firstname.lastname@example.org
Started off career serving in the Navy with science expeditions to the Arctic and serving on the Admiral Byrd Expeditions to the antartic [including additional service in the reserves for a additional 8-yr period]. After the Navy, I worked in a electronic's testing environment, testing electronic equipment for sound/noise levels [db's], as well as radio frequency noise testing [RFI], shock testing, and then supervising calibration/repair and the incoming inspection departments. Later became a 1401 Computer programmer and developed skills for intricate programming programs and having computers talk to each other [Tymeshare]. Worked later as a senior quality engineer in the developement of the P3c, SRAM E2c, and EA6B and other aerospace fire control systems and later as a Quality Engineering supervisor working extensively with MIT, and the Airforce in developing their first Global Positioning Satellite and the added other follow on's after our initial success of GPS1. Later served as Director of Quality Assurance, Director of Program Manager Programs, and then Vice President of Engineering for Aircraft, shipboard communication products. FAA hardware upgrades, as well as working on [NASA] space satelites and extensively on the Navy's new SeaWolf nuclear submarine program.... Website: http://investbythenumb3rs.proboards.com/ Best Regards, skelly36 / skelly361
Full-time investor: stocks, options, long/short. Particular expertise in healthcare. Jan 2015 - Dec 2017 3-year compound annual return: +18.59% vs S&P 500 +11.24%. Q1 2018 return: +13.35% vs S&P 500 -1.22%. Past experience: medicine (ER Dr); management consulting; biotech venture capital; investment management at a large financial institution; international finance. Qualifications: MD, MBA.
Doug Short is first-wave boomer with a lifelong interest in markets and the economy. His professional career had been a satisfying split between academia (English Professor at North Carolina State University) and Information technology (IBM and GSK).
Doug retired in 2006 to devote himself full-time to his dshort.com financial website. The domain has now been acquired by Advisor Perspectives, and Doug has been appointed the Vice President of Research.
Doug is especially interested in the economy, long-term market trends and behavioral finance.
I am a retired Electrical Engineer since 2012 and a Registered Financial Consultant (RFC) since 2010. I have been investing in equities, in the form of stocks & options, since the early 80’s and more recently in mutual funds, and ETF’s.
My current investments consist of a DGI, 10 stock portfolio +7 ETF portfolio for my supplemental retirement income and a second portfolio of mutual funds, ETF’s, & stocks primarily focused on growth. This is how I keep my income strategy separate from my growth strategy.
My passion is to reach young and old investors alike who are apprehensive about investing their money in the market and show them that investing does not have to be complicated, but you do need to spend a little time at it, but with the proper tools this can be made relatively easy.
Everyone needs to come up with a strategy that works for them, and I do not claim my strategies will work for everyone (or anyone other than myself,) but offer them merely as something to consider.
All money from any of these articles is donated to one of my favorite charities by Seeking Alpha.
I am retired after 40 years in the Financial Services Industry. As an Actuary and Statistician, my primary focus was Risk Management. I served as a consultant to some of the largest Financial Institutions and taught advanced risk management skills to top level investing professionals.
My articles focus primarily on Portfolio Management Techniques and balancing risk/reward opportunities. With over 40 years of personal investing history my knowledge and background has been modified by real-life experiences. I relate not only the theoretical aspects but the problems and opportunities encountered in everyday investing life.
My goal is to provide readers a thoughtful look at the stock market and suggest techniques that can help them invest better while reducing risk.
Yield Hunting is an alternative income investing service dedicated to income investors who are searching for yield hunting without the high risk of the equity market. Founded by a Lead Wealth Advisor, Chief Investment Strategist, and individual investor with two masters degrees and a CFA designation with over 20 years of investment experience. This premium subscription service authored by Alpha Gen Capital features a core-satellite model that allows investors to adjust for their own particular risk tolerance. We specialize in fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
HORAN Capital Advisors (http://www.horancapitaladvisors.com) is an SEC registered investment advisor that manages investment portfolios for individuals and institutions. Our firm utilizes a disciplined investing approach that should create wealth for our clients over time. Our investment bias is to invest in companies that generate a steady return over time, i.e., singles and doubles. This singles and doubles approach tends to lead to investments in higher quality dividend growth/cash flow growth companies. On the other hand, there are times when a company's stock price seems to be trading below its fair valuation. Short term gains are possible in these situations. I have been managing investment portfolios for individuals and institutions for over fifteen years and believe investing is like running a marathon and not a sprint. Taking the road less traveled, more often than not, leads to higher returns. Visit: The Blog of HORAN Capital Advisors at (http://disciplinedinvesting.blogspot.com/)
I'm a long-time investor who has transitioned from 2,000+ trades a year, to a longer-term portfolio management method. I have an eclectic portfolio, as do many of you. I'm a CPA, semi-retired, with my own tax practice. I formerly held the CFP designation too.
I blend EXTREME INCOME holdings, PLUS lower/no-yield stocks in my retirement accounts. I've also been active selling weekly naked puts and calls; I find the current environment isn't conducive for me to do that any more. I sometimes carry short positions, too.
(I want to offer a "hat tip" to two investors, both on this site, who have influenced my methods: "WmHilger1" and "as10675". You want to learn about Extreme Income investing, or finding growth stocks and diversifying broadly, for risk control? Read their posts and comments and come away a better investor.)
I want my OVERALL portfolio to grow via reinvested income. I'm agnostic as to the source of the income (as long as it's reasonably sustainable). I do take taxes into account in my taxable accounts, and try to invest tax-efficiently if possible.
Most of the time, I use leverage to boost returns in my taxable accounts. This has hurt at times; most of the time it has been a positive. I try to stay under 50% margin; I'll exceed that on occasion. My leveraged accounts are at IB, which has dirt cheap margin rates. Merrill Edge holds my retirement account, and I trade commission-free in that account.
For Extreme Income, I like various Pimco CEF's; selected other CEF's such as UTG and others; NLY; ECC; OXLC; AI; VGR; AMZA; and others.
For the "Plus" part, which I mostly use in my retirement account, I blend Extreme Income (high income mostly RIC's and CEF's) with stocks such as GIS, AVGO, QCOM, WPC, VTR, VFC, NKE, UA and others. I generally reinvest all dividends, since I am not required to take distributions.
My precious metals stocks have been pretty terrible, other than FNV which has been amazing. I sold most of them on the early 2017 move up. I do think mining stocks will revive; just not sure from what level that will happen.
Now for the usual caveat: neither the holdings nor methods are recommended for others. I don't know your age, risk tolerance, capital available, or any of a hundred different factors which should be considered. I use these methods because they work for me.
As an individual investor nearing retirement I am trying to build my financial assets in order to have a fulfilling retirement. I am interested in trading both long and short; or at least using inverse ETFs, to take advantage of market declines. Having long term and short term trading strategies, proper execution of my trading plan, and absolute investing results are my goals. I see my articles as a way to keep me focused on developing winning trades. I also expect to learn much from the feedback that is provided in the comments section.
I am an individual investor. My professional background is in the finance area. I have managed my own investments for over 30 years. For most of that time, my focus was on portfolio building using individual stocks. About 5 years ago, I shifted my focus to investing via ETFs. I have found that this has greatly simplified my investment style yet simultaneously increased the scope and diversification of my portfolio.
I firmly believe that the benefits of investing, and the market, should be understandable and available to everyone, including individuals who may have little or no financial background. My hope is to explain concepts simply, taking much of the mystery and accompanying fear out of the process. I look forward to enjoying the journey with everyone who decides to follow me, and hope I can make a difference in someone's life.
In addition to my blog, you can find me at:
Nicholas Marshi is the Editor of the BDC Reporter (www.bdcreporter.com), the leading online publication dedicated to the Business Development Company ("BDC") sector. The BDC Reporter is read by thousands of individual and institutional investors for its broad and incisive coverage of this $60bn segment of the financial sector. Since 2008, Mr Marshi has also been a frequent contributor to Seeking Alpha, penning hundreds of articles and blog posts. Mr Marshi is also the Chief Investment Officer of Southland Capital Management (SCM), a Registered Investment Adviser based in Los Angeles, California. SCM manages investment portfolios, both for its own account and those of third parties, solely in the publicly traded securities of BDCs. Since 2009 SCM has also managed a "friends and family" investment fund focused on the BDC sector, which has recently opened up to third party accredited investors. Prior to forming SCM, Mr. Marshi managed two private equity firms. Both firms were active in acquiring lower middle market private companies, principally in Southern California. Before getting into Private Equity, Mr Marshi was the head of the Los Angeles office of Kleinwort Benson Limited, a British merchant bank, from 1987-1990. Mr Marshi was involved in investment banking, lending and principal investing activities. At the outset of his career, Mr Marshi held various positions with Citibank at locations worldwide including Athens, Dubai, Puerto Rico and London. Mr Marshi is a graduate of Tufts University (B.A.) and Harvard University (M.A.).
Nearing retirement, Contrarian, Long only; bargain/value hunter, Long term Dividend strategy, Diversified portfolio strategy, Developed Market International, DRIP, ETF, short duration IG & EM bonds, preferred, REIT, MLP, RE. Still long on a few dividend tech names been holding/DRIPing LT. Regard shorting as too speculative in most cases. Usually only buy at discounted prices; trim back on repeated new highs; but avoiding FANG at these prices.
Experimenting with options, with suggestions from a professional. Covered calls, selling puts, very cautious.
Commodities may be returning?
Still mostly holding, but stopped buying CEF, late 2016. My strategy is to buy a small diversified set of these at steep discounts and DRIP, until discount dissolves above long term level, then accumulate the distribution, until prices drop. In other words, use the cycle patiently. Beware ROC, falling NAV.
Georg Vrba is a professional engineer who has been a consulting engineer for many years. In his opinion, mathematical models provide better guidance to market direction than financial "experts." He has developed financial models for the stock market, the bond market, yield curve, gold, silver and recession prediction, most of which are updated weekly at http://imarketsignals.com/.