Eoneren
Eoneren
Today we showcase a record 39 new analysts that joined in February 2024.
| Article Edition | # of New Analysts |
| January 2024 | 32 |
| December 2023 | 25 |
| November 2023 | 24 |
| October 2023 | 27 |
Each analyst joining the community opens doors to perspectives otherwise absent, so we're excited to have these new folks sharing their ideas with you. Some of these analysts may be where you find your next best idea.
In presenting our new analysts today make sure to take a second to Follow those that seem of interest. This will help you to quickly find their new articles and ideas shared through comments. All you have to do is click over to My Analysts in the sidebar navigation for the latest from analysts you follow.
We've got a lot of new people to introduce today so let's get started. Please join me in welcoming our new analysts from February!
Areas of Interest: Long Only, Value, Engineer
CTO, engineer, and buy-and-hold investor: that's Emanuele. They offer a "a preference and a privileged point of view in the industrial and mech-tech sector" and use fundamental analysis as the basis of their research. Read their article on why they "consider Nexi (OTCPK:NEXPF) (OTCPK:NEXXY) a really interesting company in a fast-growing sector (digital payments), with a special focus on a deeply under-penetrated market."
Areas of Interest: Long/Short Equity, Deep Value, Value, Special Situations
Dubai-based Anantdeep Singh offers a value investment philosophy with an MBA and all CFA levels completed to boot. Since 2009 they have actively invested in the markets and they are here to share their process which typically starts with "pre-determined screens (Valuation metrics, insider buys) to assess attractive opportunities, and then diving deep into the stock’s fundamentals." Anantdeep sees (HSBC) as "attractively valued for long-term investors".
Areas of Interest: Value, Special Situations, Growth At A Reasonable Price, Bonds
Sinai Partners is a single-family office that historically has invested in "credit (liquid and illiquid strategies) and equity (value and GARP strategies)". They prioritize downside protection over total return in their investment approach. Amidst all the stock ideas we have on the site, Sinai Partners took on Medical Properties Trust (MPW) bonds in their first article and why "the returns just aren't worth taking on those risks."
Areas of Interest: Dividend Investing, Income
We would not be an Internet website if we didn't have some form of Cat represented. Hence, Chartered Financial Analyst Dividend Cats who has been featured in "BusinessWeek, Standard and Poor's, Louis Rukeyser's publications." They aim to identify "not only quality businesses, profitable companies and above average yields, but also a price catalyst that will convert those stocks from "undervalued" to potentially profitable." Read their first article on why Essential Utilities (WTRG) is a Buy.
Note: Associated with existing authors Sungarden Investment Publishing and ETF Investor.
Areas of Interest: Gold, Crypto, Currencies, Long-Term Horizon
David Ediger is a self-proclaimed "passionate swing trader with a specialized focus on cryptocurrencies and metals" offering an approach that "combines technical analysis with a keen eye for market trends and cycles to identify optimal entry and exit points." A tactical trade is offered in their article on ProShares UltraPro Short QQQ ETF (SQQQ), an inverse fund tracking the Nasdaq-100.
Areas of Interest: Growth, Momentum, Dividend Investing, Macro
Pedro is an "Economic Analyst, Accountant, and Writer" with a specialty in Forensic Accounting and Controllership. They wrote up four companies in February, their first on General Motors (GM) which they highlight as a Hold with the caveat that "despite being below ideal, GM's multiples are not all bad."
Areas of Interest: Short-Term Horizon, Value, Long Only, Special Situations
Another value investor joins us as Singularity Insights with a "primary focus in stock picking is on management's ability to reinvest profit favourably with a lesser focus on dividends." Aritzia (ATZ:CA) is in focus in their first article as they highlight how recent earnings results catalyzed a price jump narrowing what was, in their view, a potential undervaluation.
Areas of Interest: Long Only, Value, Growth At A Reasonable Price, Contrarian
European private investor Mencia Investment Research joins with the purpose to "share my research analysis to uncover under-followed companies across sectors globally, especially in Europe and Emerging Markets." They do just that in their first article on Swiss conglomerate Jungfraubahn Holding (OTCPK:JFBHF), which was last covered on Seeking Alpha two years ago.
Areas of Interest: Dividend Investing, Commodities, Long-Term Horizon, Deep Value
Bringing a Bulgarian perspective rooted in family financial experience, Georgi Dantchev joins us as the CEO of a holding company consolidating private family holdings. Their Strong Buy take on OMV AG stock (OTCPK:OMVJF) (OTCPK:OMVKY) covers why they like the double-digit dividend and "have an overall positive view of a successful outcome of a possible merger of Borealis AG and Borouge."
Areas of Interest: Long Only, Value, Growth At A Reasonable Price, Contrarian
A promise from Investment Insight Hub: "no-nonsense articles and views." They'll be focusing "primarily on the US, EU and UK markets" through fundamental analysis. Of their four articles so far, their first on Clorox (CLX) highlights their view why the dividend may be at risk if margins don't improve.
Areas of Interest: ETF investing, Foreign Companies
ETF-focused and offering coverage on over 75 funds "that each target a single country’s stock market" The Country Investor joins us to "open investors’ eyes to the benefits of taking a country-by-country view." So far, they have written up Chile (ECH), China (CHIQ), and Japan (DXJ) focused funds with only one of them receiving a Buy.
Note: Associated with existing authors Sungarden Investment Publishing and ETF Investor.
Areas of Interest: Long/Short Equity, Momentum, Growth
Redfox Capital Ideas is focused on "long-term investments while incorporating short-term shorts to uncover alpha opportunities." and ultimately is looking for "solid fundamentals, sustainable competitive advantages, and growth potential." They've written up four different Buy ideas since joining with the first focused on Airtel Africa Plc (OTCPK:AAFRF).
Areas of Interest: Long/Short Equity, Special Situations, Momentum, Event Driven
Mr. Rogers joins us with over a decade of trading experience that has evolved into a "directional swing trader with a 2-3 month horizon" approach mainly in the biotech space. The discussion on their first Strong Buy pick, ImmunityBio (IBRX), was robust with over 100 comments on the article where Ben highlights "a unique opportunity to own a big pharma-baby at a low price."
Areas of Interest: Long Only, Long-Term Horizon, Income, Dividend Investing
Division One Dividend is a young investor "dedicated and passionate about dividend investing" seeking out the wonders of financial freedom. So far, their search has turned up three hold ratings for Ralph Lauren (RL), Stanley Black & Decker (SWK), and Whirlpool (WHR).
Areas of Interest: Growth, Value, Deep Value, Contrarian
Eric and Singularity Research were looking in the same direction as they both gave Canadian Aritzia (ATZ:CA) (OTCPK:ATZAF) a Hold with their first articles. Eric's focused on finding value opportunities in their sectors of interest: "financial services (regional banks and insurance), retail, software/technology, and waste management stocks." They offer a background in business and are currently pursuing their CPA designation.
Areas of Interest: Growth, Value, Deep Value, Contrarian
Bargain Buyer has been a busy writer with 11 different articles published since joining. Their another value-focused investor joining with a specific focus on emerging markets. Chinese social media focused Weibo (WB) was rated a Buy in their first given "shares are cheap and present a contrarian opportunity to those who have tolerance for volatility."
Areas of Interest: Long Only, Dividend Investing, Dividend Growth Investing
Long-only Frugal Investor is a "nerd who reads 10Ks for fun" and someone with a respect for the power of dividends and compound investing. In their first article they cover their 2023 portfolio results and 2024 expected goals and associated tactics.
Areas of Interest: Value, Growth At A Reasonable Price
C-suite perspective is offered by this full-time CFO looking for asymmetric investment opportunities. They screen the market for "companies with a strong balance sheet, a sustainable growth pathway, and a valuation that offers significant upside potential with limited downside risk." Unilever (UL) simply wasn't up to those standards in their first review, receiving a Hold.
Areas of Interest: CFA, Portfolio Strategy
Donald Trotter is a Chartered Financial Analyst with background as "a Founder and Managing Director of an institutional investment management firm investing $7 billion of client assets." Their first and only article so far was an Editors' Pick discussing the economic principle of the velocity of money, and why it matters.
Areas of Interest: Long Only, Long-Term Horizon, Growth At A Reasonable Price, Contrarian
CPA for over 20 years and a former Senior Manager at a Big Four accounting firm, Crescent Value Research thinks of themselves as a value investor along the Buffett / Munger approach: "buying a wonderful business at a fair price is the best path." They bring their previous experience in the aerospace and defense industries to focus on Boeing's (BA) recent travails.
Areas of Interest: Value, Long Only, Growth At A Reasonable Price, Medium-Term Horizon
Reynard Buntoro was inspired by Ben Graham's The Intelligent Investor to adopt the "mindset of investing with a margin of safety." Over the last four years they've been honing their skills and they offered that up in their only article so far highlighting a Buy case for British American Tobacco (BTI) (OTCPK:BTAFF).
Areas of Interest: Growth At A Reasonable Price, Value, Crypto, Macro
We have a third CFA charterholder joining us this month, Matteo Sada. With over 15 years of experience in the financial industry, they offer a philosophy synthesizing GARP and value strategies. Only Palo Alto Networks (PANW) has managed a Buy rating from Matteo so far with PROS Holdings (PRO) getting a Hold in their first of four articles.
Areas of Interest: Long-Term Horizon, Event Driven, Oil & Gas, Energy
Value investors are out in force this month with Anthony Stella joining these ranks as well. Anthony has "grown my personal investment portfolio from $30,000 in 2020 to over $1.2 million today" and is now looking to give back to the SA community. So far they've written up Tidewater (TDW) as their only Buy.
Areas of Interest: Long Only, Growth, Value, Long/Short Equity
As the name suggests, this analyst brings a primary focus "in the vibrant and diverse landscape of Asian stocks." They aim to peek behind the numbers to reveal "the true potential and story of investments." Miniso (MNSO) is given a Buy in their first outing given the cheap valuation and strong growth momentum.
Areas of Interest: Long/Short Equity, Deep Value, Small-cap, Mid-cap
Ahmed Abdelazim brings experience as a former managing editor focused on mid/small caps and is ultimately looking for value. They've covered Marathon Digital (MARA) and Blink Charging (BLNK) as Buys so far with (NIO) receiving their lone Sell rating.
Areas of Interest: Research Analyst, Macro, Value, Long-Term Horizon
With over 10+ years of experience and current work of helping to manage high net worth individual wealth, Eduardo Sanchez offers their experience as a Chartered Alternative Investment Analyst ("CAIA") to the community. Eduardo thinks taking a bite of Domino's Pizza (DPZ) might be worthwhile in this Strong Buy article.
Note: Associated with another author Gabriel Romano, CFA.
Areas of Interest: Long/Short Equity, Deep Value, Value, Special Situations
Guilherme is a certified stock analyst in Brazil with over 10 years of experience as well. Their focus has been largely on companies in Brazil, Chile, and the US and they offer a "fundamentalist approach". With InMode (INMD) there were simply too many uncertainties for Guilherme to rate this anything but a Hold.
Areas of Interest: Growth, Tech, Gaming, Research Analyst
Titan Trend Analytics started off trading in "the Forex markets before moving to Stock and US Futures" using comprehensive research and combining quantitative and qualitative factors into their process. They gave Duolingo (DUOL) a Hold rating for their first article due to "overvaluation, competition, and low switching costs."
Areas of Interest: Long Only, Deep Value, Value, Growth At A Reasonable Price
Joining a long line of students in our midst, undergrad in economics Long Hang Cheng bring their long-only investing approach to the community. They have a particular interest in using "macroeconomic indicators such as GDP growth, inflation rates, and employment data" to build insights. Their first article highlights the catalyst potential for JinkoSolar (JKS) and why it's just a Hold for now.
Areas of Interest: Value, Growth, Medium-Term Horizon, Long-Term Horizon
Defining by generation, Gen Z Investor is a risk manager specializing in the "financials, consumer staples, consumer discretionary, and technology industries." Using their deep research perspective, they outline a Strong Sell case for Beyond Meat (BYND) and their worrisome balance sheet.
Areas of Interest: Long-Term Horizon, Tech, Energy, Healthcare
This equity research firm specializing in "technology, innovation, and sustainability investment" produced a second Editors' Pick from this group with their Strong Buy take on Hannon Armstrong Sustainable Infrastructure Capital (HASI). They offer a "First Principles" approach aimed at breaking down the complex into basic elements in order to find overlooked investment opportunities.
Areas of Interest: Long/Short Equity, Value, Growth At A Reasonable Price, Tech
A third Editors' Pick this month came from The Techie who out of retirement from their experience on Wall Street will be writing about when to use momentum to your advantage in the market within the tech sector. Their article covers an AI-related Buy thesis for Monolithic Power Systems (MPWR).
Areas of Interest: Long Only
David Papson is a portfolio manager for CDT Capital Management based out of NYC. David outlines the case for PENN Entertainment's (PENN) brick-and-mortar focused retail segment in this Buy article despite concerns about digitalization efforts.
Areas of Interest: Contrarian, Growth At A Reasonable Price, Research Analyst, Dividend Growth Investing
Marco joins us having completed both their CFA and CAIA charters and as a current investment analyst in a wealth advisory firm. With their contrarian approach and Australian experience they wrote up a Strong Buy for a company that's not seen coverage on the site in over five years: Nufarm (OTCPK:NUFMF).
Areas of Interest: Portfolio Strategy, Commodities, Base Metals, Gold & Precious Metals
Deep value plays with a primary focus on oil, gas, and uranium investing is Andrew Mach's area of focus. With a background in engineering, they offer a unique perspective. So far, they've written up Strong Buy takes on both ARC Resources (OTCPK:AETUF) (ARX:CA) and Crescent Point Energy (CPG) (CPG:CA).
Areas of Interest: Contrarian, Insider Ownership, Commodities, Macro
German-based investor with +8 years of experience, Value Spec Research prefers to focus on "metals & mining, shipping, energy, but also financial stocks" with a special interest in distressed equities. Their first article dives deep into why Encore Capital Group (ECPG) may be a speculative buy.
Areas of Interest: Value, Growth, Growth At A Reasonable Price, Long-Term Horizon
Winged Investor is either "analyzing financial statements or cruising at 30,000 feet" as an airline pilot currently studying for the CFA Level 1 exam. In their work they are looking for enduring value and long-term potential in companies. Hawaiian Electric (HE) with all of its trouble over the year doesn't offer that, only receiving a Hold from this analyst.
Areas of Interest: Value, Growth, Growth At A Reasonable Price, Long-Term Horizon
Fernanda is also studying, but for their MBA currently, and is on the hunt for quality companies at reasonable valuations. Specifically, they are "always looking for valuations that can provide a ~15% return in the next five years." In Thryv Holdings (THRY) they think they may have found a SaaS business growing from the former yellow pages.
Areas of Interest: Long Only
contangoX is an individual investor who has completed the CFA Level 2 and works currently as a junior analyst at a boutique firm. Their focus is on finding companies with competitive advantages -- two seem to have met this bar so far. Lamb Weston (LW) and Tyson Foods (TSN) both received Buys in their first two articles so far.
That concludes this month's list. Please join me in welcoming these analysts into our community. We hope that our readers find this a useful resource in finding new ideas and new analyst to follow.
Have any feedback? Please hit the comments with your thoughts.
You can either follow me or the SA Editors' Picks account for future editions. Thanks for the time!
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Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.