Better. Smarter. More Profitable.
About Blue Harbinger...
My name is Mark D. Hines and I created Blue Harbinger to help you manage your own investments and trades.
To accomplish this goal, members have access to detailed write-ups for the individual holdings within each of our three main investment strategies: Disciplined Growth, Income Equity, and Smart Beta. We also offer a variety of members-only investment ideas as well as periodic free reports.
You can read more about Blue Harbinger Research below.
Located in Naperville, Illinois, Blue Harbinger is an independent research company designed to help you identify exceptional investment opportunities while avoiding the high costs and conflicts of interest that are prevalent throughout the industry. We'll share our research, analysis and experience with you, and then you can use it to manage your own investments without all the high costs and fees. For those of you inclined, Blue Harbinger is a better, smarter, more profitable way to invest.
Blue Harbinger was founded by Mark D. Hines after a 15-year career in the financial services industry. Hines previously managed an $11 billion equity investment program at Wespath Investment Management, and also was a portfolio manager on the active equities team at Northern Trust Global Investments. Throughout his career he has been laser focused on building top quality investment portfolios, as well as fighting back against Wall Street's hidden fees and conflicts of interest. Hines holds a BS in Finance from the University of Illinois at Urbana-Champaign, and an MBA from the University of Chicago.
The "Blue" in our name is a reference to "blue chip" companies. Blue chip companies are those that have a reputation for quality, reliability, and the ability to operate profitably in good times and in bad. Because of our appreciation for blue chip stocks, the Blue Harbinger logo is a blue chip.
A harbinger [hahr-bin-jer] is anything that foreshadows a future event. We believe there are certain investment characteristics that foreshadow future performance. For example, well-run businesses that consistently generate positive cash flows and trade at attractive prices will likely deliver better long-term returns than the rest of the market. Similarly, when an investor is careful to avoid Wall Street's hidden fees and numerous conflicts of interest, then that too is a harbinger of good, long-term, investment performance.
You may have noticed there are no advertisements anywhere on this website. That's because we don't want to distract you (or us) with unnecessary content. We don't receive compensation for selling any particular investments or securities, and this allows us to focus exclusively on providing top quality information to help you build wealth by managing your own investments and trades.
At Blue Harbinger, we admire Benjamin Graham, Eugene Fama, Jack Bogle, and a small group of private investors and traders. We admire Benjamin Graham, Warren Buffett's mentor, for his intelligent, common sense valuation techniques. We admire Nobel laureate Eugene Fama because his analytical work on risk factor exposures and modern portfolio theory continues to be an excellent guidepost for us when assessing stock market performance. We admire Jack Bogle, the founder of the Vanguard Group, for driving down investment costs for individual investors through the use of index funds. And lastly, we’ve been influenced by a small group of private investors and traders that have demonstrated to us that you can create the working environment you want, and have a job that you absolutely love.
We consider ourselves value investors, but it really depends on how you define growth and value. To us, a value stock is any stock trading below its intrinsic value. And to judge a company only on current or near-term growth expectations and/or price-to-book is incomplete. We don't restrict ourselves to investing only in "Russell 3000 Value" stocks, for example. And we have no problem buying a company with extreme growth expectations as long as we believe it's worth more than the price. Lastly, we pay attention to the ebbs and flows of various passive beta market exposures, and we appreciate the empirical value of "value" stocks.
One of the most common mistakes we see investors and traders make is to overpay for their investments and trades. For example, many people "chase" returns, and buy whatever performed the best last week, last quarter or last year. This is often the exact wrong thing to do. Additionally, many investors and traders pay a lot of unnecessary commission charges and hidden trading costs. There are smart ways to avoid these costs and make your money work harder for you. Lastly, many investors and traders simply don't do their homework.
A subscription to Blue Harbinger is inexpensive relative to other service providers for two main reasons. One, we believe in practicing what we preach; overpaying for investments, brokers and research is one of the most common mistakes investors and traders of all levels make. Two, we genuinely want to help people. We believe a subscription to Blue Harbinger is worth far more than it costs.
Only you can decide whether or not a subscription is right for you. We bring many years of experience and education to Blue Harbinger as well as a true passion for investing. You can read more about our subscription service here: