Experts

Jason McGuire

Profile:
Jason has been a financial advisor for the last 10 years and gained high recognition for his outstanding performance for designing pricing applications for Fortune 500 companies. Jason attended the University of Texas where he earned his BA in Finance, and also received his MBA from the University of Houston. Jason has 12 years experience in the financial industry, focusing on pricing applications and both asset and portfolio management. Combining both his technical financial background and his software knowledge, Jason was able to develop the industry’s first automated online technical analysis software. With the development of Stocknod.com Jason has been able to visualize his life long dream of creating profitable, reliable and easy to use technical software. All of this high level experience provided Jason with a deep understanding of the financial services industry and subsequently the confidence to follow through with his vision of automated technical stock analysis software with the trading metrics he knew to be successful. This vision was finally realized with the launch of Stocknod.com in early 2007. Jason likes to refer to Stocknod as a perpetually beta website as to always adapt our member’s services to an actively changing market place. When not working, Jason enjoys spending time with his two daughters and new baby boy, wife, and two dogs. He is also a 2nd degree black belt in martial arts.

 

Investment Philosophy:
Jason does does not believe in the traditional buy and hold strategy.  One quick look at the return of the S&P 500 over a 10 year period explains why.  From December 1998 to December 2008, the S&P500 lost almost 30%.   As an avid swing trader, Jason looks for companies with good fundamentals and excellent technicals.   He finds industries doing well under certain economic conditions, and then sifts through companies to find the gems in the industry.  Jason looks for strong performance relative to other companies, competent management, and excellent prospects for future earnings.  He looks for stocks trading at steep discounts relative to his assessment of their intrinsic value.  In valuing companies, Jason McGuire looks at the present value of future cash flows. He tries to own securities that have been priced by the market at significant discounts to their intrinsic value by his multi-factor valuation analysis. He is focused on cash earnings, not accounting-based valuation measures.

Ryan Collins

Profile:
Tom is considered to be an expert in corporate financial disclosure and reporting practices. In 1971, he pioneered the concept of using inferential financial screening techniques to analyze balance sheets and income statements to alert institutional portfolio managers to positive or negative factors affecting a company’s future earnings power and value of a company’s stock. Since his retirement from mainstream investment stock analysis in 2005, Stocknod has been fortunate to have his services and expertise available to our community. Since his inception with handicapping stocks with Stocknod.com, his member picks have returned an annualized 23.82% through the end of 2008.

Investing Philosophy:
Tom Bradford selects stocks by looking behind the numbers. He emphasizes a detailed look behind the numbers of a company’s financial statement to assess the company’s financial strength and assess potential downside risk. He believes that the Funds objectives are best met by a defense first approach an approach aimed at minimizing investment errors as opposed to finding companies with the highest appreciation potential without regard for downside risk. To qualify for his selection, a company must generate more cash flow than necessary to sustain the business, avoid aggressive accounting practices, demonstrate balance sheet fundamentals that are consistent with his defense first approach, and be selling at a discount to the private market value. When and only when all of Tom’s threshold variables have been met does he release a stock pick his member’s. Tom only sells a stock when the stock appreciates to his appraised value set.

Rick Clemens

Profile:
For 30 years, Rick has helped investors pick companies that break the mold. Companies like Apple, Fluor Corporation, and First Solar—all tripled for his readers in the past 18 months. Drawing on a lifetime of analyzing new, top-performing companies, Rick now shows how you can give yourself a critical advantage the few people ever achieve. Rick is the former top broker for a well know brokerage firm, and he achieved the status of Vice President before moving on to trade for his own accounts in the mid ’90s. Now Rick is a part-time contibutor for the StockNod blog and has a vested interest in the company. Rick travels the world with his wife Brenda and has tons of stories if you ever have time to chat with him.

Investment Philosophy:
A buy-and-hold investor, he does not let short-term market volatility dictate his decision-making. buys stock in companies when he thinks that the company has strong finances, competent management, and the business is understandable. Clemens follows a value approach to investing by purchasing primarily large-capitalization stocks at large discounts to his assessment of their intrinsic value. In valuing companies, Rick Clemens looks at the present value of future cash flows. He tries to own securities that have been priced by the market at significant discounts to their intrinsic value by his multi-factor valuation analysis. He is focused on cash earnings, not accounting-based valuation measures. Since rendering his services for the Stocknod community, Rick’s portfolio has been averaging returns over 23% annually.

Tom Bradford

Profile:
Tom is considered to be an expert in corporate financial disclosure and reporting practices. In 1971, he pioneered the concept of using inferential financial screening techniques to analyze balance sheets and income statements to alert institutional portfolio managers to positive or negative factors affecting a company’s future earnings power and value of a company’s stock.  Since his retirement from mainstream investment stock analysis in 2005, Stocknod has been fortunate to have his services and expertise available to our community. Since his inception with handicapping stocks with Stocknod.com, his member picks have returned an annualized 23.82% through the end of 2008.

Investing Philosophy:
Tom Bradford selects stocks by looking behind the numbers. He emphasizes a detailed look behind the numbers of a company’s financial statement to assess the company’s financial strength and assess potential downside risk. He believes that the Funds objectives are best met by a defense first approach  an approach aimed at minimizing investment errors as opposed to finding companies with the highest appreciation potential without regard for downside risk. To qualify for his selection, a company must generate more cash flow than necessary to sustain the business, avoid aggressive accounting practices, demonstrate balance sheet fundamentals that are consistent with his defense first approach, and be selling at a discount to the private market value. When and only when all of Tom’s threshold variables have been met does he release a stock pick his member’s. Tom only sells a stock when the stock appreciates to his appraised value set.

Danny Soros

Profile:
Danny Soros has worked in investment management for over 30 years. Since joining Stocknod in 2007, his member picks have earned 18.25% average annual total returns. Danny is the only Stocknod expert that touts that he is the only fund manager that has outperformed S&P500 for 15 consecutive years. Danny Soros attended the University of Michigan where he earned a B.A. in Finance, and the University of Michigan State where he earned an M.B.A. in Finance.

Investing Philosophy:
Danny Soros invests in a wide array of investments ranging from fairly traditional value stocks to more esoteric investments like distressed debt, liquidations, and foreign equities or bonds. Soros doesn’t mind “doing nothing” for his clients on occasion. He is completely unperturbed by the idea of sitting on the sidelines holding cash whenever investment opportunities are scarce. In fact, in 2005 and 2006, nearly half of his portfolio was held in cash. Investing, he cautions, is more than just producing absolute returns. Too often investors focus on that one easy number “return” and ignore the risks incurred to generate that number.

Chuck Greenberg

Profile:
Chuck has worked in the securities business since 1968 and a fund manager since 1978, where he managed over 2 billion in total assets. Chuck is currently “part-time retired” but continues to consult with many past clients for investment advisory services and investment selections.  Since joining Stocknod in 1998 Chuck has racked up returns averaging 29% a year for his members.

Investment Philosophy:
Chuck Greenberg and his partners are value investors. When evaluating potential investments, they look for three things, good business, good people, and a good price. Like many successful gurus, he and his partners seek to achieve superior long-term performance by acquiring equity securities in understandable business with strong balance sheets, run by capable management, and trading at less than intrinsic value. Typically, they only invest in companies trading at 60% or less of intrinsic value appraised by looking at the current value of a company’s assets and liabilities and also by looking the present value of future cash flows (DCF).They sell stocks when the stocks reach their intrinsic worth. Chuck Greenberg believes it is important to have a portfolio concentrated in only the best investment ideas, and the firm generally holds fewer than 25 stocks in each portfolio.