David P. Goldman was global head of debt research for Banc of America Securities and earlier global head of credit strategy at Credit Suisse. He was until July 2008 the strategist for a credit hedge fund, Asteri Capital, one of the few credit funds to show a profit between July 2007 and July 2008. He is now Associate Editor of First Things (www.firstthings.com) and a columnist (under the byline "Spengler") for Asia Times Online.
Individual Investor. Focused on upcoming retirement (4-8 years from now, perhaps). Seeking a portfolio balance of secure/stable dividend growth stocks and capital growth potential stocks.
Professional Background: Business Insurance Underwriter (Property and Liability) and Risk Manager for a large University.
Biotech & Health Care: JNJ, PFE, CVS.
Consumer: MO, RAI, PM, DPZ, FIZZ, MNST, STZ, SBUX, KHC.
Tech and Content: FB, GOOGL, AMZN, AMD.
Small Caps: MGPI.
Utilities/Telcom: T, SO, D.
Industrial: LMT, RTN.
Financial Payment Processors: V, MC.
As SA Senior Editor, my task is to make Seeking Alpha the premier destination for financial advisors. I have worked in the FA arena since 1997, and during that time, the New York State Society of CPAs twice awarded its prestigious Excellence in Financial Journalism award to me for a monthly column I wrote on business ethics.
Previously, I reported on international news for Voice of America (where I was awarded a newsroom writing award) and prior to that worked as an editorial assistant at U.S. News and World Report.
I live with my wife and children amidst the verdant and vibrant hills and dales of Jerusalem.
carefully investing but more often investigating; have had 6 decades of remembered losses in both public markets and private placements. Still a board member of a nonprofit and still holding shares in companies seeded long ago but not yet having reached their investor exits. Trying to be thoughtful about investments and enjoying the experience. Becoming less current all the time, likely finding me to be a doddering old fuddy duddy for anyone reading what I post here.
I am professionally a real estate lender/investor in mortgage workouts, involving distressed parties. This area is undercover because it is not priced on exchanges or easy for large funds to move in and out, it is largely a fragmented market based on county specific oversight as well as explicitly government subsidies make it an interesting area to find value. Recreationally, I am a private pilot, sailor and skier. I speak some Japanese and Spanish and have lived and worked on most continents. I manage friends and family self directed 401K's, IRA's, and HSA's as well as my company investments. About 80% of my net worth is in mortgages or real estate, the remaining is in public exchanges.