I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. In addition, my services include a review of individual portfolios along with education of portfolio management techniques. I have been a Registered Investment Advisor, financial author, and entrepreneur. I bring a variety of expertise to my clients, from personal investment planning and management to stock market analysis skills. I am the creator of the investment newsletter Power Investing with DRIPs focused on timely selections of dividend paying stocks. I have also published two books through McGraw Hill, All About DRIPs and DSPs, and The StreetSmart Guide to Overlooked Stocks. My work experience covers a variety of fields.Prior to being a RIA, I spent 15 years as a corporate manager at Georgia-Pacific Corp before venturing out on my own, operating several businesses from manufacturing to export marketing management. President Ronald Reagan appointed me to the National Advisory Council overseeing the Small Business Administration from 1988 to 1991. Now comes the obligatory disclaimers: The opinions and any recommendations expressed in this commentary are those of the author . None of the information or opinions expressed in this article constitutes a solicitation for the purchase or sale of any security or other instrument. Nothing in this commentary constitutes investment advice and any recommendations that may be contained herein have not been based upon a consideration of the investment objectives, financial situation or particular needs of any specific recipient. Any purchase or sale activity in any securities or other instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. The information contained in this report does not purport to be a complete description of the securities market, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and subject to change without notice. Either Mr. Fisher or his employer, if any, may hold or control long or short positions in the securities or instruments mentioned.
Retired from SLB after 44 years in Seismic Data Processing and some Data Collection field work. Investing focus on
1) energy related companies related to Bakken, Permian Basin, Eagle Ford and Niobrara.
2) also undervalued dividend and safe growth stocks
Focused on upcoming retirement (4-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks.
Professional Background: Business Insurance Underwriter (Property and Liability) and University Risk Manager.
Biotech & Health Care: JNJ, CAH, MDT.
Consumer Staples: MO, CVS, KHC, MCD.
Consumer Disc: DPZ, FIZZ, MNST, STZ, SBUX,
Tech: GOOGL, AMZN, FB, MSFT.
Small Caps: MGPI. (produces grain for hard liquor manufacturers)
Industrial Cyclical: LMT, RTN, BA.
Full-time individual investor primarily in REITS (esp Commercial REITS); Business Development Cos (BDC's); Master Limited Partnerships (MLP's); Dividend Income Compounding; Some Writing Calls and also Put Selling; Main Sector interests include-Energy, Utilities, Retail, Financial, Healthcare (Medical Device Cos; Pharmaceuticals; Generics); Railroads; Insurance (Property and Casualty; Reinsurance); Consumer Staples (mainly Grocery and Food Cos); and Commodoties (Ags-Softs; Grains; and Ag Conglomerates).
Goal is to achieve a minimum return over the long-haul of 1% per month (compounded) while also adding to available investing funds on a monthly basis and my investment is long-term (am in no rush to reach a certain goal within a specific time frame.
Am a conservative dividend-focused long-term investor who is focused on dividend growth and reinvestment of all dividends received. Have been investing full-time since July 1, 2001, and was an insurance agent prior to that. 3 of my best stocks have been Simon Property Group (SPG); Perrigo (PRGO); and Kroger Grocery (KR).
I have been investing in the stock market since 1992 when I bought my first Mutual Fund with $2,500 which grew to almost $10,000 by year 2000. That was a great time for investing. I was fortunate to receive good advice from a Newsletter I subscribed to and went to 100% cash in September of 2000 at the top of the market. I invested 100% into Vanguard Ginnie Mae's from late 2000 till March - June of 2003 earning 6+% and then back into stocks. In 2003 - 2004 my approach changed from Mutual funds to very simple Indexing, I just bought the S&P 500 (SPY) and Nasdaq 100 (QQQ). In 2008 moved to cash avoiding a good part of the 2008 decline but still loosing money - not a great year. Since 2009 I have traded a bit and moved gradually into stocks. With the low interest environment and my search for passive income I have been focused on building a dividend stock portfolio. I will also explore other investment opportunities when attractive.