AAPL, AFL, BBL, BP, BTI, CAT,CMI, COP,CVX, ED, EMR, F, GE, GILD, GPT, HSY, HP, IBM, JNJ, KMB, KMI, KO, LXP, MCD, MMM, MSFT NSRGY, O, OHI, ORI, PG, PM, SO, STAG, T TD, TGT, UL, VER, VTR, WBA, WMT, WPC, XOM
ETF's: VIG, ACWV, HDV, SCHD, EFAV, IJK, IJS, IJT, TLT,
I am the publisher of the Fundamental Trends Investment Letter and have over 20 years of experience as an investment advisor. I've been ranked a top analyst by TipRanks.com for my tracked public performance over the past five years.
Find me on MarketWatch where I was named Named "The World's Next Great Investing Columnist," Seeking Alpha, TheStreet.com, Morningstar, Real Clear Markets and numerous other sites. I have been a featured guest on the "Boomers Rock" radio show and appeared on Fox Business.
I'm from a middle class working family. I invest using a top down approach to find the best sectors, industries and regions and then a bottom up approach to find the best opportunities in those areas. My goal is to help people find greater financial freedom.
I grew up in the investment banking business and have recently retired from it. My experience was mainly in opperations although I was exposed to all aspects of the industry. Being retired has allowed me to spend more time analyzing investments.