Who We Are

Oakshire Financial is comprised of a wide variety of Wall Street professionals – from equity analysts to futures floor traders – all independent thinkers and all capital market veterans.

As the markets fall victim to increasing volatility, it’s obvious that the general investing public is in need of fresh ideas and unique independent investment research.

In 2007, the Oakshire Financial research team left the bureaucracy of Wall Street behind and set out to build an investment think tank second to none…

We know you deserve more than what is currently being offered to the investment community. Being investors ourselves, we know it’s absolutely imperative that one keep abreast of new developments in an ever-changing market.

Our goal is to provide you with unique analysis and ideas that will help you invest successfully – in both bull and bear markets. With the vast amount of speculation and volatility in the markets today, you can’t afford to wait for information – investors like you need it now and you need it constantly.

Our analysts are veterans of some of the most well-recognized financial firms in the world. We bring real-world expertise in financial analysis, banking, financial advisory and money management to a new generation of independent investment research.

Over the last year, our country has witnessed severe corruption on behalf of Wall Street – from the subprime mortgage crisis and the corruption between credit ratings agencies and investment banks to the gross misappropriation of billions of dollars of taxpayer’s money with the Troubled Asset Relief Program (TARP).

Hundreds of billions of dollars of taxpayer’s money has just disappeared.  Executives of bailed out banks cant give reporters a straight answer as to where the money went and in some cases, like Bank of America and PNC, the TARP money was used to actually acquire other companies.  The sheer audacity is shocking…

The government sold this TARP program to the pubic as a way to buy bad mortgages and assets from banks to prevent a collapse of the financial system.  Last time I checked it was called the Troubled Asset Relief Program – not the Turn Around and Rape the Public program.

Well we say to hell with the TARP, the bailed out banks, and the bureaucracy on Wall Street. It is time for small businesses around the country to start giving back to the community and those who have been affected the most by the recent recession and sub-prime mortgage mess caused by the extremely esurient behavior of the Wall Street bureaucrats.

We at Oakshire Investment Research have decided to take matters into our own hands.  We want to give back to the people and donate a significant portion of our annual profits to the following charities that help feed, cloth and educate needy children:

Share our Strength

Share Our Strength supports food banks and emergency-relief organizations, and works to address hunger’s root causes. It teaches low-income families about nutrition and budgeting, helps enroll poor children in federal nutrition programs, and funds groups that teach job and life skills to impoverished families. One of its programs encourages people to donate one hour’s wage to battle childhood hunger. Another initiative helps communities hold fund-raisers to benefit hungry kids. Contact: 800-969-4767 or www.strength.org.

SOS Children’s Villages

Not long ago, eight siblings in Chicago found themselves alone when their mom went to jail on drug charges and voluntarily terminated her parental rights. An aunt took in the children, then ages 10 months to 12 years, but the arrangement didn’t last. Thanks to SOS Children’s Villages, the brothers and sisters were able to stay together.

The charity provides homes for 52,000 orphaned or abandoned children in 131 countries, including the U.S. Recently, it expanded its operation in Africa, where the AIDS epidemic has left many kids without parents. Every SOS “village” consists of about ten group homes, each with six to eight children and two adults. The goal is to make each village feel like a community, and each home feel like a family. Contact: 888-767-4543 or www.sos-usa.org.

International Youth Foundation

The International Youth Foundation (IYF) is a global organization uniquely dedicated to preparing young people to be healthy, productive, and engaged citizens. Founded in 1990, IYF’s worldwide network of partner organizations has grown to 70 countries, helping young people to shape their futures through proven programs that tie education to work, improve employability, and enable and inspire them to play a positive role in their communities. IYF collaborates with businesses, governments, and civil society organizations to build effective and sustainable programs that positively impact the lives of young people worldwide. Contact: (410) 951-1500 or http://www.iyfnet.org/

I Have a Dream Foundation

In 1981, businessman Gene Lang made an extraordinary vow to the sixth-grade class of P.S. 121 in Harlem, the same elementary school he’d attended 50 years earlier. He told the kids that if they finished high school, he would pay their college tuition. More than 90 percent of them graduated, and some 60 percent went on to college — compliments of Mr. Lang.

The program was so successful that it has been replicated in 64 cities around the U.S. Today, there are more than 180 I Have a Dream projects, pledging college educations to more than 13,500 students. Studies have shown that students in these programs are less likely to be in trouble with the law, better able to resist peer pressure, and more likely to attend college than their peers. Contact: 212-293-5480 or www.ihad.org.

How Oakshire Makes Money

Subscriptions

We sell subscriptions to our independent investment research newsletters (which can be seen by clicking here).  We have newsletters for every type of investment strategy and have employed some of most talented analysts in the industry to write for us.  Our analysis is witty and profitable – you wont be disappointed – believe me…

We have over 25 years of experience in the Investing industry – our analysts have worked in almost every aspect of the investment industry – everything from financial analysts to stockbrokers to commodities traders.

We are a group of investment savvy individuals with a ton of experience that wants to do right by the average investor.  We have seen the ugly side of this industry and we want to fight it – you could even call Oakshire a sort of renegade of Wall Street.

The way I see it, everyone wins when you join the Oakshire family.   As a subscriber or reader of our free market commentary – you receive a plethora of great investment ideas aimed at making you money in the stock market from a company that is far away from Wall Street – all while helping those that are less fortunate than yourself.

It is time for change and we want to pave the way.  I personally invite you to join our movement and I challenge other small businesses to do the same – especially my competitors in the Independent Investment Research industry.  One person can make a dent, but together we can make a difference…

Advertising

In addition to subscription, Oakshire Investment Research receives a a portion of its revenue from advertising on behalf of other companies in the investment arena – some of which are the very firms that screwed the public over in the first place.

I want to take as much money from those corrupt wall street fat cats as possible and give it back to the people who could use it the most – the needy children of low income families – the demographic that was targeted and taken advantage of during the subprime mortgage mess…

Not all of our advertisers are bad.  Some of our advertisers are great firms that offer a valuable service.  But it is up to you, the reader of our website and emails, to decide this.  You can ignore the advertisements or click on them.  Just know that we are donating money generated from these as to charity…

If at any point you want to stop getting emails from Oakshire just click the opt-out link that always appears at the bottom of each and every one of our emails – you can also just reply back to any email and type unsubscribe and we will opt you out manually.

Meet Our Analysts

Neil L. DeFalco – Senior Equity Analyst

Neil has dabbled in almost every aspect of the capital and money markets – from trading and financial advisory to writing several successful financial newsletters for some of the largest financial publishing companies in the business.

Educated in Finance and Economics at the University of Maryland, Neil studied the philosophies of Ben Graham and Warren Buffett. During college, Neil apprenticed at UBS Paine Webber and was schooled in the “bread and butter” of value investing. After college, he started a successful career as a financial advisor for Morgan Stanley and then a money manager for Ventura Investments.

After several hectic, but extremely successful years, Neil decided to focus his energy on analysis and use the knowledge he had gained to help others achieve success in the stock market. He is a respected voice in the investment community and has been quoted on several prominent financial websites, such as CNBC and MSN Money,where his articles are consistently top ranked by MSN Money website visitors.

Neil is an expert in fundamental stock and option investing and carries with him a unique understanding of the global markets and economies. He provided subscribers with astounding gains of 1,030.2% on China’s Exchange-Traded Fund (FXI), 320.4% on Brazilian PetroBras (NYSE:PBR), and 100% on NueroChem Pharmaceutical (NRMX).

“When I scout out a stock to invest in, I ask myself one very simple, yet unequivocally important question: Would I sink every dollar I have into this company and feel good about it? If the answer is no, then I don’t invest in that company. Sticking to the fundamentals keeps investing objective, and that’s really the key to it all. Don’t get too emotional…”

Neil has recently wrote a book for John Wiley & Sons called The Profit Hunter:  Beating the Bulls, Taming the Bears, and Slaughtering the Pigs… which is due to come out in hardback in March 2010.

John K. Whitehall – Quantitative Analyst

John has a solid decade of experience in the financial markets: from developing and implementing long-term investment strategies for high net worth clientele to intraday trading of equities, Exchange-Traded Funds, options and currencies.

John’s proven track record of accurate equity analysis coupled with a mastery of technical indicators has afforded him great success in trading equities on major exchanges. John is most renowned among his peers in the industry for consistent, high returns during the vicious tech collapse and subsequent years of unstable trading periods through 2004.

During his time earning a Bachelor of Science Degree in Finance and a Master of Arts in Mathematics from Widener University, John mastered technical analysis and honed his trading discipline. His professional trading experience includes serving as an ECN market maker and firm capital trader for a private company in New York City, as well as assisting in the expansion of that firm to King of Prussia, PA.

Matt McAbby – Quantitative Analyst

After graduating from Harvard University in 1989, Matt worked as a Financial Advisor at Wood Gundy Private Client Investments (now CIBC World Markets). After several successful years, he moved over to the analysis side of the business and has written extensively for some of corporate Canada’s largest financial institutions.

Matt’s successful approach to investing combines brute strength, unconventional instruments and creative strategy in all market environments. His knack for exposing weakness and exploiting market opportunity is proven in both bull and bear markets and his martial approach to investing is unique in the world of professional market advisories.

Matt’s proprietary measure of investor sentiment, the SENTIMETER, marks intermediate trend turning points in the major market averages and proves effective in identifying tremendously lucrative option-selling opportunities. Matt is an expert chartist and the former editor of Intermediate Trend.

Nicholas Jones – Commodities Analyst

Nick has spent several years researching and preparing for the ripsaws in today’s financial markets. Through independent research on commodities markets and free-market macroeconomics, he brings a worldly understanding to all who participate in this particular financial climate.

Nick was educated at the University of Minnesota in economics, statistics and mathematics. He took his educational background to Wall Street, where he worked for some of the largest independent financial research firms in the business. He counseled readers on favorite micro-cap commodity plays along with a broad array of market analysis.

With that comes Nick’s ongoing demand for pure free market economics.  No place are free markets and capitalism more present than at the futures exchanges of the United States.  Nick learned the basis of futures markets from the ground up.  His first job at a futures exchange was as a market observer for the Minneapolis Grain Exchange.  Now a member of the National Futures Association (NFA), Nick took those lessons from the wheat futures pit and used them to build a successful career as a trader of financial and commodity derivatives markets.  He looks to use those skills and lessons to identify for his readers financial opportunities as they present themselves.

Nick Thomas – Quantitative Analyst

Nick Thomas is a seasoned veteran of technical analysis and has mastered all intra-day trading in stocks, options, futures and forex. He prefers to scout investments as one asset class of many and shapes his investment strategies accordingly. He writes extensively about offshore banking and offshore tax havens and is active in the career development field of independent investment research.

Billy Fisher – ETF and Mutual Fund Guru

The epitome of a Wall Street “Gladiator” going the extra distance day in and day to expose buy and sell signals through advanced investment strategies. An accountant by trade, Billy has both the experience and knows how to capture true gains in the market having stemmed from Canisius College and graduate work at Notre Dame.

His mastery of company balance sheets and income statements drove him to excel in attaining his CPA license while working for Ernst & Young and his passion for the markets, accompanied by a unique trading approach, has virtually sent ripples through the investment research industry.

Fisher has been a frequent contributor to The Motley Fool and TheStreet.com, illustrating his expertise in ETF’s and periodically profiling mutual funds and small cap equity plays through Investor Business Daily and SmallCapInvestor respectively.

Shannon Roxborough – Senior Foreign Correspondent

Shannon Roxborough has covered stocks and companies spanning all sectors. A former risk analyst in the Far East (where he taught himself to read, write and speak Chinese), Shannon is an international consultant renowned as an expert on global lifestyles. With over 20 years’ on hands-on experience in the areas of offshore planning and living and retiring abroad, he’s helped clients relocate to and do business is over 60 countries, assisted the governments of Sri Lanka and Ethiopia with promoting trade and tourism (was considered for an official diplomatic post with the latter), and has been a geopolitical forecaster since 1987.

Once a correspondent with Money magazine, as a freelancer he has written extensively about international investing, luxury lifestyles and travel for a wide range of national and international publications.

He is the China investment specialist with SmallCapInvestor.com, pens a real estate column for The Record newspaper (northjersey.com), and has recently launched BorderlessLiving.com, a newsletter on international living, tax havens, offshore banking and privacy.

Stanley Barnes – Senior Quantitative Analyst

Stanley is an experienced financial analyst who has rigorously developed and tweaked various quantitative investment strategies over the past few years, exploiting the best that fundamental and technical analysis have to offer. His unique investment style and advice consistently earn him investor trust in the market trenches.

Stanley earned a Bachelor of Science degree in Financial Information & Analysis and a Masters Degree of Business Administration from a respected university in New York.

Tony D’Altorio – Special Situations Analyst

Tony worked for more than 20 years in the investment business. Most of those years were spent with Charles Schwab & Co., both as a broker and as a trading supervisor. As a supervisor, he oversaw, at times, dozens of employees. Tony was trading supervisor during the great crash of 1987 and was responsible for millions of dollars of customers’ orders.

Tony earned a Bachelor’s Degree in Physics from the University of Pittsburgh before deciding to switch gears and pursue a career in the financial field. Tony went on to earn his MBA, also at the University of Pittsburgh.

Tony offers a unique insight into investing with both vast knowledge of the workings of Wall Street along with vast experience of working directly with individual investors in reaching their financial goals.

After leaving Schwab, Tony began working as an analyst and writing articles on investing. He has been published on well-known sites such as SeekingAlpha.com and Investopedia.com. Tony is also the current Investing Editor for the very popular womens’ site, BellaOnline.com.