Contributors
Jack Adamo is the editor of Global Dividend Investor. Mr. Adamo graduated from Montclair State University, Summa Cum Laude, with a Bachelor of Science in Business Administration, concentration - public accounting. He passed the New York State CPA exam and has been a professional portfolio manager for more than 16 years. He is the Editor/Publisher of The Global Dividend Investor, a monthly investment newsletter that specializes in dividend income from great companies in fast-growing economies, as well as the U.S.
Mary Anne and Pamela Aden are the co-editors and publishers of The Aden Forecast, which has been published for over 30 years. Their analysis, which is used by individual and institutional investors in over 40 countries, specializes in the precious metals and foreign exchange markets as well as the U.S. and international equities and credit markets. They are also money managers. The Adens have authored dozens of reports and articles, and are speakers at investment seminars around the world. Their work has been featured in newspapers in several countries, in such publications as The Wall Street Journal, Barron’s, The London Financial Times, as well as CNBC business news and Women of the World. The Adens are sisters, born in California. For the past 35 years, they have followed the world financial markets daily from their base in Costa Rica.
Elyse Andrews, is a contributor and former editor of Cabot Wealth Daily, focusing on educational topics on finance, the stock market and individual stocks.
Marvin Appel, Ph.D., was originally trained as an anesthesiologist at Harvard University Medical School and John Hopkins Hospital, concurrently earning a PhD in Biomedical Engineering from Harvard University where he did his undergraduate work as well. In 1996, he joined his father, Gerald Appel, in organizing Appel Asset Management Corporation. He is the editor of Systems & Forecasts, which receives very high marks for its performance relative to buy and hold bond and stock investment strategies, for its emphasis on risk-control, and for the performance of its investment strategies. Dr. Appel is the author and co-author of three books, “Investing with Exchange-Traded Funds Made Easy,” (two editions), and “Beating the Market, Three Months at a Time.” Dr. Appel is currently working on a fourth book, “Higher Returns From Safe Investments.” Dr. Appel’s market insights have been featured on CNNfn, CNBC, CBS MarketWatch and Forbes.com.
Gerald Appel has been directing the management of Investor assets for more than thirty-five years, during which time he has authored or co-authored more than 15 books relating to investment strategies as well as numerous articles that have appeared in publications such as Barron’s Financial Weekly, Stocks & Commodities and Money Magazine. His most recently published book (2008), “Beat the Market – Win With Proven Stock Selection and Market Timing Tools,” has been released By Prentice-Hall. He remains actively involved in the management of Appel Asset Management Corporation.
Benj started investing during the 1970s and manages the President’s Portfolio. Back in the day, he specialized in starting businesses and corporate turnarounds. Once upon a time, he also taught at the college level. He co-founded Contra the Heard in 1995. Over time, he has refined his approach to investing and has achieved one of the best track records in the investment industry.Benj is a regular guest on the Business News Network, writes the Contra Guys column for The Globe and Mail with Ben, and writes for a number of magazines. Over the past few years, his speaking engagements have taken him across Canada, to various locales in the United States and to South Africa. He has travelled to over 30 countries, working in about half a dozen. His best-selling books include: The Uncommon Investor III: How to Earn Superior Returns in the Stock Market Despite Everything, The Contrarian Investor’s 13: How to Earn Superior Returns in the Stock Market and The Canadian Small Business Survival Guide.Ben manages the Vice-President’s Portfolio and started investing during the 1970s. Prior to starting Contra with Benj in 1995, he was a software designer with over 25 years of experience working in industries ranging from accounting and healthcare to petroleum and transportation. After years of successfully co-managing the President’s Portfolio, he started the Vice President’s Portfolio in 2010, adding diversification for Contra subscribers. Ben writes the Contra Guys column for The Globe and Mail with Benj. Aside from stock picking, he is an avid curler.
BI Research is edited by Tom Bishop, who developed the roots of the BI Ranking while earning his MBA in finance from Cornell University. Mr. Bishop has been actively investing in the stock market for over 40 years, having experienced several bear markets and countless 10-20% corrections since 1969. BI Research began publishing in 1981 and has been published continually with the same editor since that time. Mr. Bishop does all the research himself using a fundamental approach and his time-tested BI Ranking System. He and BI Research have been written about in Forbes, The Wall Street Journal, The New York Times, Fortune, Money, Barrons, Business Week and countless local papers like the Miami Herald.
John Bollinger is the president and founder of Bollinger Capital Management. The firm provides money management and proprietary technical analysis research and tools for institutions and individuals. John Bollinger is a Chartered Financial Analyst (CFA) and a Chartered Market Technician (CMT). His Bollinger Bands and related tools have been integrated into most charting platforms. His book, “Bollinger on Bollinger Bands” has been translated into eight languages and he is the founder of eight web sites for investors: www.BollingerBands.com, www.EquityTrader.com, www.GroupPower.com, www.BollingerOnBollingerBands.com www.BBForex.com, www.FundsTrader.com, www.PatternPower.com and www.MarketTechnician.com He is an active member of the financial community, a featured expert in the financial media and a speaker at financial conferences worldwide. Mr. Bollinger is the recipient of the 2005 Market Technicians Association Annual Award for Outstanding Contribution to the Field of Technical Analysis.
Mr. Bonner covers the Media and Telecommunications groups for Argus. In 2008, he was named #1 Stock Picker for U.S. Media by the Financial Times and was second in the Wall Street Journal’s Best on the Street Analyst Survey for Fixed Line Telecommunications. For more than a decade, Mr. Bonner worked in industry with Technicolor, Inc., where he focused on financial and legal issues. He received his Masters in Business Administration from Fordham University in New York, where he concentrated in Finance. He earned a BA in International Affairs from the George Washington University, and spent three years with the Peace Corps in Talgar, Kazakhstan, developing an English Language resource center and teaching students. He is a CFA charterholder.
John Bougearel is a Chartered Market Technician (CMT), member of the Market Technicians Association MTA, and founder of Structural Logic, a registered Commodity Trading Advisor (CTA) offering managed accounts for clients. Structural Logic has been publishing a daily financial newsletter for institutional and retail clients since 2000. As an educator, John does educational webinars on the financial markets for the ICE Exchange, Market Technicians Association, and various FCM’s. John has authored two books, The Changing Role of Gold and Riding the Storm Out: What Do Investors Do Now. John is also a featured financial analyst on Bloomberg’s roundtable, Fox News, and other financial news networks. John received his B.A. from St. Olaf College in 1985.
Jack Bowers is the CEO of Independent Fidelity Investors, which publishes two newsletters: Fidelity Monitor and Fidelity Insight. He also serves as chief investment strategist of Weber Asset Management and as CEO of Bowers Wealth Management. The two advisory firms have approximately $300 million under management. Mr. Bowers also serves as editor of Fidelity Monitor, the newsletter he founded in 1986. Mr. Bowers has been credited with outstanding performance by the Wall Street Journal, Money Magazine, U.S. News, The New York Times, USA Today and Investors Business Daily. He has appeared on the Forbes Newsletter Honor Roll twice. Bowers holds a bachelors degree in Electrical Engineering from Washington State University.
Cindy Bowser is editor and publisher of the Bowser Report. The newsletter was founded by Ms. Bowser’s father R. Max Bowser in 1976.
Robert M. Brinker has been the editor and publisher of the Brinker Fixed Income Advisor since the inaugural issue in April 2005. Mr. Brinker earned his Bachelor of Science in Business Administration from Old Dominion University. He then went on to earn his Master of Science in Information Systems from the University of Colorado. He earned his designation as a Certified Fund Specialist from the Institute of Business & Finance.
Janet M. Brown is President of DAL Investment Company, a San Francisco based RIA that pioneered the use of no-load mutual funds to manage large separate accounts. Ms. Brown is also Managing Editor of NoLoad Fund*X, a no-load fund and ETF investment newsletter, and Portfolio Manager of The Upgrader Funds, a series of no-load funds. Since joining DAL in 1978, she has developed the successful Upgrading investment strategy that is the foundation of all three—a quantitative discipline that leads investors to top performing funds and ETFs, whether for growth or safety. Ms. Brown frequently speaks at investor events and is interviewed by the media on investment and mutual fund issues.
Michael Brush is an award-winning Manhattan-based financial writer who writes a stock market column for MarketWatch. He is editor of Brush Up on Stocks, an investment newsletter. Brush previously covered the stock market, business and economics for the New York Times, the Economist Group, MSN Money, and Money magazine.
John Buckingham leads a team that scours the equity markets in search of undervalued stocks for money management clients and newsletter subscribers. He is equally resolute in his management of Al Frank’s proprietary mutual funds. Mr. Buckingham has been a part of Al Frank Asset Management since 1987 and is the company’s largest shareholder. He has served as the firm’s Director of Research since 1989 and Chief Portfolio Manager since 1990. Mr. Buckingham graduated magna cum laude from the University of Southern California in 1987 with a B.S. degree in computer science and a minor in business administration. His opinion is widely sought: he has appeared on numerous television and radio programs, is frequently interviewed by publications and conducts workshops at investment seminars.
Michael L Burke has edited Chartcraft publications and Investors Intelligence since 1982. He majored in finance at CCNY Baruch School in New York where he studied under the fabled Leon Levy. He taught fundamental and technical analysis at the New School, New York from 1978-1990 and has been a columnist and contributing editor of the Moneypaper since 1985 providing a column and model portfolio in each issue. Mr. Burke is author of The Three Box Reversal Method of Point and Figure Construction and Formations, published by Chartcraft. He developed Point and Figure Relative Strength analysis for stocks and in 1981 created the Broad Industry Group Bullish %’s technique for finding depressed stock market sectors about to rally. He has inaugurated a number of different model portfolios over the years, including the Fidelity Switch Fund concentrating on equities, Fidelity bond and international funds and three portfolios of individual stocks, the “Low-Priced,” “Long-Term” and “Income & Appreciation” portfolios.
Bobby Burleson is Canaccord’s Managing Director in the US Equity Research department. Mr. Burleson covers growing opportunities in small and mid-cap semiconductor devices and related technologies, an area which he has focused on for many years. Prior, he worked at ThinkEquity Partners. Earlier in his career, he was in the Semiconductor Research group at Thomas Weisel Partners and also worked as an investment banking analyst with Bank of America Securities. His experience enables him to tap into and leverage an extensive network of contacts in North America, Europe and Asia in carrying out the research in this diverse field. Mr. Burleson holds a BA from the University of California at Berkeley.
Mike Burnick brings a wide range of experience in the financial services industry to Weiss Research . With over 25-years of professional investment experience, he was a Registered Investment Adviser and portfolio manager responsible for the day-to-day operations of a mutual fund. Mike joined Weiss Research in 2002 as an analyst and writer, and in 2008 was named Director of Research and Client Communications at Weiss Capital Management, where he assisted managing the day-to-day asset-allocation and trading responsibilities for a $5 million ETF strategy. Formerly, Mike served as Director of Research for the Sovereign Society and in the role of senior editor. His responsibilities included analysis of global financial markets and economic trends focusing on global ETF and options investing. At present, Mike serves as Manager of Investment Services for Weiss Research, Chief Investment Strategist for the Extreme Profit Hunter service, and is a regular contributor to the firm’s daily e-newsletter, Money and Markets. Mike is a graduate of Stetson University with bachelor’s degrees in both finance and management. He is a frequent guest commentator on CNBC, Fox Business News, Bloomberg TV, and nationally syndicated financial talk radio programs.
Tom Byrne is the President of Byrne Investment Research (BIR), which provides fundamental, bottom-up equity research on micro-cap and small-cap companies. BIR looks for monopolistic companies using quantitative and qualitative analysis across every industry, but the emphasis is on technology, engineering, healthcare, and medical devices. Prior to starting his own firm in 1998, Mr. Byrne spent five years as Director of Research for Individual Investor Group, publisher of Individual Investor magazine, Ticker magazine, the SSR newsletter and the Individual Investor website. In 1997, Mr. Byrne created the America’s Fastest Growing Companies Index, the first index to track small-cap growth companies. Prior to joining Individual Investor Group, Mr. Byrne was invited to become the first small-cap equity analyst at Standard & Poor’s, from 1989 to 1993. Mr. Byrne helped create the S&P SmallCap 600 Index and the S&P 500 Spyder (SPY), the first public exchange traded fund (ETF). Mr. Byrne was also the first analyst to publish small cap research in the S&P Outlook, the company’s flagship publication. He has an MBA in Finance from Fordham University.
Gray Cardiff offers unhedged advice on market timing, asset allocation, specific stocks and mutual fund recommendations. This self-made multimillionaire’s success has been featured throughout the financial press, including The Wall Street Journal, Barron’s, Nightly Business Report and CNBC’s Market Watch.
Bob Carlson is editor of the monthly newsletter, Retirement Watch. In it, he provides independent, objective research covering all the financial issues of retirement and retirement planning. Mr. Carlson also is Chairman of the Board of Trustees of the Fairfax County Employees’ Retirement System, which has over $2.8 billion in assets. He has served on the board since 1992. His latest book is Invest Like a Fox…Not Like a Hedgehog, published by John Wiley & Co. in 2007. His previous book was The New Rules of Retirement, published by John Wiley & Co. in the fall of 2004. Mr. Carlson has written numerous other books and reports, including Tax Wise Money Strategies, Retirement Tax Guide, How to Slash Your Mutual Fund Taxes, Bob Carlson’s Estate Planning Files, and 199 Loopholes That Survived Tax Reform.
Charles B. Carlson is the editor of the DRIP Investor newsletter. A Chartered Financial Analyst (CFA) and a MBA holder (University of Chicago), he is Dow Theory Forecasts’ chief market strategist and writes a weekly financial column for Editor’s Copy syndicate. Mr. Carlson is a member of the Association for Investment Management & Research. He is the author of best-selling Eight Steps to Seven Figures, Buying Stocks Without A Broker, No-Load Stocks, The 60-Second Investor, and his newest book, The Smart Investor’s Survival Guide. Mr. Carlson is frequently quoted as the primary information source for dividend reinvestment plans in Money Magazine, Barron’s, Business Week, The New York Times, Kiplinger’s Personal Finance and Boardroom Reports. He is also a frequent guest expert on numerous radio and television programs around the country, including appearances on CNBC, CNN, and NBC’s Today Show.
Ari Charney is the chief investment strategist for Utility Forecaster and Income Millionaire. Prior to joining Investing Daily, Ari took an unlikely path toward dispensing investment advice. Shortly after graduating with a bachelor’s degree in political science from New York University, Ari sampled some of Wall Street’s best-known brokerages and investment banks for several months as an associate. His favorite memory was being paid an absurdly high hourly wage to point and yell at the bond salesmen on the legendary Bear Stearns trading floor when they had incoming phone calls.
Steven Check founded Check Capital Management (CCM) in 1987. As CCM’s Chief Investment Officer, Mr. Check remains responsible for overall investment policy and portfolio management. He also serves as editor of the nationally respected newsletter, The Blue Chip Investor, which, like CCM, focuses on underpriced stocks of blue chip growth companies. Mr. Check holds a BS degree in Electrical Engineering from Iowa State and a Masters in Engineering from the University of California, Irvine. He is a past President—and remains active in—the CFA Society of Orange County and is a member of the CFA Institute.
Steve Christ graduated from Towson State University where he studied Journalism, English and History. At the time he had hoped to become a newspaper reporter. But shortly after college, he reached a surprising conclusion: That what he really knew about life and how the world really works couldn’t fill a thimble. This epiphany sent him in new and exciting directions. He owned several businesses, worked in sales and traded stocks with the best of them. An expert in the housing market, his columns appear weekly in Wealth Daily, Gold World and Energy and Capital.