Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Just a guy with an interest in the stock market. Trying to find good companies with good yields so I can retire.
I am long:
Energy: CVX COP XOM
Finance: JPM AFL MA V
Retail: TGT VFC
Industrials: BA GE MMM HON CMI
Teleco: T VZ
Consumer goods: MO PM KO PG GIS PEP
Consumer Discretionary: LUV SBUX DIS
Tech: MSFT APPL CSCO QCOM
Health: ABBV JNJ CVS GILD
REITs: O VTR
I am a retired baby boomer who enjoyed writing in my former profession. I have been an active investor and follower of the stock market for many years. Now that I am retired from my former profession I am going to give a shot at writing for Seeking Alpha in an effort to join both interests into one new endeavor.
Demonstrated success is the one outstanding fact which justifies confidence in the outlook for any particular business, and thus the investor will always, as a first test for an industry security, carefully consider the results already obtained. John Moody
As an Editor on the SA PRO team my job is to help find the best content for PRO, to provide feedback and develop talented contributors, and to work with other departments to strengthen the platform.
I have studied to ply my trade in finance with a bachelors in accounting. In 2014, I developed an app to access corporate disclosure materials at the SEC. My grandparent’s home was filled with valuing investing paraphernalia and, naturally, I became interested in the stock market.
Seeking Alpha is full of hidden gems and bum steers. Check out some of the authors I follow. And authors, check out "The Elements of Style" by Strunk & White.
Stocktalks represent my personal opinion only - links are not endorsements.
I obtained my CPA in 1990 and became a CFA charter holder in 2000. I consider myself an expert in Quantitative and Qualitative analysis and have extensive experience in Technical Analysis. I also have a deep interest in stock market history and hold degrees in Economics (BSBA) and Management Information Systems (MBA). I have been actively involved with investment analysis and investment management since 1985 but have been a student of investing since the 1960s. I owned my first individual stock position while still in high school. I am a student of Benjamin Graham and Warren Buffett. I have achieved a uniquely diverse experience from multiple careers that has allowed me to develop a broad perspective enabling me to look at the big picture of macroeconomics all the way down to the retail unit or factory floor. In my youth I was in retail, then served in reconnaissance during my tours in Vietnam. I have been a blue collar, union worker in a factory and a manager in services, hospitality and transportation as well as a manager of professional staffs. I have more than 20 years of experience each in both public and private sectors. I have personal points of reference that many analysts will never have. I bring more to the table than just the theories and models I have studied or built. To understand more about my investing philosophy please visit my blog on my website.
I am an Assistant Professor at the Auckland Business School (New Zealand). I earned a Ph.D. from Cass Business School, City University of London. I apply academic research to my investment strategy.
Business owner for over 35 years now working less and investing more. Our company has grown from $1M in sales to $25M in that time. I have recently sold my shares as part of an exit strategy. My philosophy for success in life and business is based on creativity. As Albert Einstein once said, "Insanity: doing the same thing every day and expecting a different result."
My hobby is investing in stocks and options. I manage DivGro, a portfolio of dividend growth stocks created in January 2013. The primary goal of DivGro is to generate a reliable and growing dividend income stream. I use options to boost dividend income, primarily covered calls but also uncovered puts. My blog hosts a live and public spreadsheet with full details of DivGro so that readers can follow my investment journey. I write articles about dividend growth investing, options trading, investment decisions, stock selection, portfolio management, and passive income generation. I generate active income as an effects artist at a well-known animation studio in the Bay Area.
Donald is a young millennial investor with over 15 years of investing experience. Donald (commonly known as DJ) specializes in dividend growth stocks, options trading and the auto industry. At the age of 25 he became a sales manager for two large volume car dealerships, a position which he still holds today.
Eric Parnell, CFA, is the Founder and Director of Gerring Capital Partners. Gerring Capital is a registered investment advisory firm seeking attractive returns opportunities emphasizing value, quality and risk control. Eric also publishes The Universal premium service on Seeking Alpha targeting winning strategies in bear and bull markets across the asset class universe. Gerring Capital implements these strategies for its investors and then Eric discusses them on The Universal. Eric is also a Visiting Instructor at Ursinus College in the Department of Business and Economics. Prior to founding Gerring in 2005, Eric was the Director of Investment Communications at SEI Investments and an Economist at Moody’s Analytics.
Retired system engineer, project leader, and developer from high technology.
Long equity, income investing, short and long puts and calls.
No formal MBA training, not a registered financial advisor.
All articles and comments are with the expectation that individuals perform their own due diligence in their trades.
Periwinkle forms a very tough ground cover. I have transplanted a significant number of these plants to remediate a steep and difficult-to-manage area of my property.
Derek Getz is an individual investor seeking to navigate the investment world in order to provide a wealthy and stable retirement for his family. His aim is to help fellow investors, notably younger investors, establish a plan to produce a growing stream of income. Derek holds a Bachelor's degree in Computer Science with a minor in Economics from the University of Delaware and lives with his wife and two children.
My investing style is long-term oriented, and fundamental based. I tend to lean towards buying companies that have excellent growth characteristics but at depressed valuations due to being out of favor. I believe that a well diversified portfolio containing low cost-index funds and ETF's is important for most investors in achieving their retirement goals. Investing is a life-long discipline and I am always learning more. I am active duty in the Navy, and have been for 7 years. I have a Bachelor's from TESU and I am currently pursuing my MBA in finance and a CFA certification.
Retired Pharmacist. Call me Rose. Nose= Knows enough to know I need to keep learning and keeping a great dividend paying nest egg growing upwards. I also enjoy total return, but it is not my primary goal, it just happens to follow when buying great quality companies.
My 88 stock portfolio is listed here by sector, largest holding by value is listed first. Updated 10/20/2016.
Consumer Defensive (15): KO, PM, GIS, MO, TGT, KMB, CVS, DEO, PG, PEP, MDLZ, CL, KHC, UL. RAI -
Consumer Cyclical (8): MCD, SBUX, GPC, NKE, HAS, MAT, VFC, HD -
Healthcare (7): JNJ, ABBV, AMGN, CAH, BDX , GILD, PFE-
Energy (4): XOM, CVX, OXY, VLO, -
Tech (2): ADP, CSCO -
Industrial(8): BA, UNP, MMM, CMI, GWW, LMT. -
Financial (8): NRZ, ARI,, LADR, BXMT (mREITs) TROW, MA, V, WFC,
MET , CTO -
BDCs (7): ARCC, MAIN, PNNT, HTGC, NEWT (small), PSEC, GAIN -
REAL ESTATE or
Healthcare eREITs (5) : OHI, VTR, HCN, NHI, CCP, -
Equity Reits (12): WPC, DLR, O, CLDT, STAG, LXP, UBA, SNR (small), APLE, SPG, NSA -STWD (hybrid)
Telecom (2): VZ and T -
Utility (10): SO, D, XEL, MGEE, WEC, DNP, LNT, CNP, EXC, FE -
DNP is a CEF which predominately holds Utilities.
An undergraduate student from University of Toronto with passion in value investing. My focus is primary on micro to small cap value oriented stocks. I spend a lot of time on SA writing, reading other people's articles and learning about companies. When I am not online, I like to read about investing, play poker and golf with my friends.
My email is firstname.lastname@example.org. Feel free message me with anything that you want to talk about. And if there is any company that you need help research with I will do my best to help.
I am the Chief of Operations at Wolfram Solutions, the consulting arm of the large privately held software company, Wolfram Research. I manage teams of programmers developing custom applications for business and, government, applying advanced analytic methods to practical challenges. I played a major role in the development of many of the financial features of Mathematica and Wolfram|Alpha. I have been at Wolfram for over 15 years. My academic background is in the social sciences and analytic methods in the social sciences, including finance, economics, statistics, modeling, simulation, and operations research. I studied at the University of Chicago, both undergrad and grad. I am also an individual investor with 30 years experience, mostly using mutual funds and fundamental analysis, plus specific investments in the financial sector. My contributions on Seeking Alpha focus on the financial sector and monetary economics, and what analysis of those areas can tell us about other macro trends. I also discuss portfolio theory, formal methods in finance, modeling and simulation of financial prices and economic time series, government statistical releases, financial regulation, and monetary policy.
I am a 29 year old father of three, active duty US Marine. I began investing with my retirement in mind and mostly focus on reliable dividend paying companies. I enjoy writing for Seeking Alpha to share my ideas and create discussions with fellow investors. I firmly believe that investing should be made more approachable to the masses and strive to keep my articles simple yet informative. Being on a "fixed" but stable income and lone "breadwinner" in the house creates interesting dynamics and greatly impacts my investing approach. I currently hold in no particular order:
PFE, CMI, AAPL, RTN, OA, BAESY, NKE, UA, DIS, CSX, EMR, F, O, MO, UL, SBUX, EML, CGNX, HRC, DOW, XOM, T, VOD, CSCO, SYF, ORI, GLW, TATT, KTOS, JOUT, GLBL.
Any spreadsheets that I use will be uploaded to my Amazon Drive. Feel free to use them. The link is:
I like writing about all sorts of companies in all sorts of sectors. Recently I've been focusing my writing and even investing dollars on micro/small cap defense facing companies. I will always try to keep it simple and understandable, please hit "Follow" if you would like to read my articles in the future.
DISCLAIMER: I am not an investing professional. As a result anything that I write should not be taken as investment advice as it is my personal opinion at the time. In addition, I am not your fiduciary nor do I understand your personal financial situation. Please perform your own due diligence on any potential investment decisions.
Check out my YouTube channel where I explain economics and have conversations with my viewers about where I see the investment landscape going in the future. The channel name is Alex Pitti.
I write a few articles per week which highlight my best ideas. I answer all comments on my articles in the first 2 days after they are published.
It seems that my readers enjoy my articles on social media companies such as Twitter, Facebook, and Google. I also do interviews such as when I interviewed the head scientists at SeaWorld.
I like to take the contrarian position on stocks. I tend to write about the stocks I own more often then the ones I don't take a position in. I usually own 5-10 stocks.
Follow me if you enjoy reading about any of these stocks or like to hear an original opinion backed by facts which cuts through the BS that sometimes exists in the mainstream financial press.
Thirty-four year old individual investor building my portfolio towards the goal of retiring with a steady stream of income. Dedicated to dividend growth investing. Looking for opportunities to learn from others and share my investing endeavors with the SA community.
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
Bumbershoot Holdings L.P. is a private investment partnership launched in Oct-2015.
The partnership uses a fundamental investment strategy as a “quality over quantity” approach to identifying and evaluating great businesses. It primarily invests in small- and mid- capitalization public companies which are headquartered in the U.S. and listed on a domestic exchange. It maintains a relatively concentrated portfolio with approximately 60%-75% of assets in its top-15 holdings. The partnership utilizes low levels of leverage and hedges net long exposure through various short positions and equity derivatives, as dictated by overall market conditions.
I actively manage my own investment account and IRA. I have investments in several private equity ventures in addition to my full-time employment.
Until 2008 I pursued a strategy of investment via asset allocation to stocks (mutual funds), bonds and cash. Since the correction of 2008 I have taken control of my own financial future by developing as a value investor. I focus on mid-cap and large cap companies and seek opportunities to identify value/price discrepancies.
I generally invest via outright purchases and utilize options (short puts, short calls) when it seems advantageous.
My investing goals: I desire to earn a fixed rate of return over time so that I can continue to build my retirement nest egg. My goal is to be patient, rational, and focus on valuation first when making investment decisions.
I write articles to clarify my thinking, make a case, and seek comment from others to (hopefully) add value for all of us.
Drawing upon more than a quarter century of experience teaching economics and finance at several prestigious colleges and universities, Richard now shares his vast wealth of knowledge with our readers. Richard is an expert in the field of risk management and reinsurance, and he’s guided more than 10,000 students in preparing for careers in the financial services industry. Known for his libertarian leanings, Richard is a scholar of the Austrian School of Economics methodology and has written extensively on macroeconomics. Richard holds a doctorate in the field of economics.
Largest holdings: JNJ, PEP, KO, T, CVX, XOM and PG.
Very much an average Joe (Steve) who is now focused on retirement. I have worked in public safety in one form or another for the last 40 years. I was previously employed by a police agency in an administrative capacity. I retired in November 2014 after 22 years of employment with them.
After floundering with investments for the last couple decades, I've finally found what seems to be a comfortable niche. In 2011, I began working my way into the world of dividend growth investing. I still have many things to learn but I think I have a basic grasp of the concept.
I find myself astounded with the quantity and quality of the knowledge that is shared here on SA. Barely a day goes by that I don't learn something from those who so generously share their abilities and experience. I am grateful to them and hope that I can some day use my abilities to enlighten another reader or two.
I am a personal finance and investing blogger. A software designer by profession, I have a passion for economics, business, finance and investing. My personal financial goals are to generate enough passive income to fund my retirement, and along the journey - share my experiences and help the readers.
Six-time CEO, followed by founding, in 2003, highly successful strategy development and executive performance-improvement consulting business. Semi-retired (not working full time but serve on corporate Boards).
A few years ago, I was looking through my 401k statement and noticed a rather glaring reality – the mutual funds that I had the option to invest in were all underperforming their peers, while dwarfing their expense ratios.
I had the sneaking suspicion that I could do better myself. And I have largely been right. However, with three kids now five and under, I simply don’t have the time to study technicals and look for golden crosses or reverse head-and-shoulders. What I really needed was a portfolio which could handle a largely hands-off approach. And so I have started the journey to make my portfolio focused on an ever-increasing income stream (usually called Dividend Growth Investing), rather than an overwhelming focus on percentages ("Income pays the bills; percentages don't"). And since I am 37, I have the time horizon needed to make this compounding approach really work for me.
The moves I make and the portfolio I share is real. Here’s what I hold as of 7/11/16:
CLDT - cost basis $21.85; CVX – cost basis $105.27; F - cost basis $12.87; GILD - cost basis $82.87; HSY - cost basis $92.76; JNJ – cost basis - $99.27; LTC - cost basis $46.45; MSFT – cost basis - $35.50; O – cost basis - $45.50; OXY – cost basis - $80.38; PH – cost basis $115; SO - cost basis $49.00; STAG - cost basis $16.86; WFC - cost basis $45.45.
I don’t have the time or see the point in having a “model” portfolio, because nothing about a model portfolio ultimately matters. As a result, every word of my writing here is based on what I really do with my real money in my real portfolio(s).
If you follow me, you will get my efforts to find high-quality companies (whether hidden or in plain sight) to own, updates and rationale for all the moves I make, as well as rearview analysis on my life as an investor – what I have learned and the mistakes I have made – so that you can avoid making them as well. All of this without having to whip out your credit card.
Join me, won’t you? I wish you good luck and great investing!
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Please note that the article that you are reading here was originally written on my blog and is republished in Seeking Alpha and other forums. Consequently, I neither track nor respond to comments here. I am sorry! ================ Editors' Note: Seeking Alpha monitors Dr. Damodaran blog and posts relevant articles on his behalf.
Tech Analyst and opportunistic investor focused primarily on micro caps and up and coming technology companies. I am currently in discussions with a partner to develop and launch a investment premium newsletter website. If you are interested in learning more about my premium newsletter or would like to be added to my mailing list you can inbox me.
You can follow my personal trades and invest your own money with me via Instavest www.instavest.com My focus is on ground breaking technology and the companies that will deliver them in the future. I have managed a family portfolio since 2008 that has been focused on growth and income generation. You can follow me on twitter @MattMargolis24