Retired for 7 years, AAPL Long for 15+ years. All trust and IRA accounts for my wife and myself are 100% invested in AAPL and have been for the past 10-12 years.
Thanks to Apple restarting the dividend program in August of 2012, our current yearly AAPL dividends > 3.8X(my pension+wife's pension+my Social Security). In the 4 years that Apple has been paying dividends, that's amounted to a total of $1,422,938.17.
The only AAPL shares we sell are to meet RMD requirements of my IRAs or for travel, etc.
Note: The photo was taken a few years ago (late '40's)
Am the Founder & CEO of ValueAdd Research and Analytics Solutions (ValueAdd). Primarily responsible for business development, research delivery, client servicing, marketing, and organizational development.
ValueAdd is a growing research and analytics solutions provider. We offer capital markets research, and business strategy and consulting research solutions to global clients including buy-side and sell-side firms, banks and financial institutions, corporations, consulting firms, and private equity & venture capital firms.
Our capital markets research solutions include investment banking research, equity research, and fixed income and credit research.
And, our business strategy & consulting research solutions include industry analysis, market research, competitor benchmarking, MnA research, due diligence, and primary market surveys.
Our vision is to be a preferred business partner to our clients, and a preferred employer in the markets that we operate
And, we are driven by our mission to help clients achieve growth & productivity/profitability irrespective of market/business/economic cycles, by implementing innovative, cost effective, and trustworthy solutions/services; and thus providing significant ‘value-add’ to their businesses
Mr. A. Paul Gill has been the CEO of Lomiko Metals Inc. TSXV: LMR, OTC: LMRMF since June 2009 and CEO of Lomiko Technologies private) since 2014. Mr. Gill developed significant experience in the strategic development of resource companies such as Norsemont Mining,Inc. (Bought by HudBay Minerals for $ 512 million). He has held the positions of President, Chief Financial Officer, Corporate Secretary and Vice-President of Business Development of Norsemont Mining Inc. and served as a co-founding director. Mr. Gill has been a Consultant of AJS Management private) since March, 2001 and a Director with Graphene 3D Lab TSXV: GGG, OTC: GPHBF, Graphene ESD and Epic Mining Corp.
Otzar Capital Advisors is a group of former Wall Street sell-side equity research analysts, with over 10 years of experience at top banks including Barclays and Credit Suisse. Our team also includes a political consultant and analyst who served a number of senior advisory positions in Washington D.C. and abroad. Otzar primarily covers small and mid cap stocks in the Telecom, Retail and Technology sectors. We specifically look for relatively under-covered stocks and opportunities missed by the market and we like to dig and take a deeper look, well beyond what everyone sees which might include site visits and face-to-face meetings with management.
Named by Fortune as one of its "50 Great Investors". Acknowledged as Cash Flow From Operations (CFFO) expert by WSJ, Fortune, Forbes.com and Smartmoney.com after developing a CFFO algorithm that predicts bankruptcies for seemingly healthy large NYSE and NASDAQ traded companies.
In September 2007 Equities Magazine column predicted the 2008 collapses for all five of the U.S. major brokers including Lehman, Bear Stearns and Merrill Lynch. Wholesale sell recommendations for the five based on macro-analysis of brokerage industry's negative cash flow due to "sub-prime mortgage revenue".
Based on BOJ instituting a Negative Interest Rate Policy in early 2016, now predicting the global banking system will eventually crash unless negative rates are eradicated.
Developed a crash indicator (NIRP Crash Indicator) from an algorithm that he developed from conducting research on metrics of Crash of 2008,
Entered capital markets upon graduation from college in 1977. Broker, IPO banker, analyst and futures trader during career.
Founded: TrophyInvesting.com (2016), Dynastywealth.com (2014), Onlinefinancialsector.com (2007), StockDiagnostics.com (2002).
Currently: Analyst for Dynasty Wealth (focused on finding and covering disruptor companies that have 100X to 1,000X potential within 5 years).
Passion is recommending shorts for hyped companies that have inherently flawed negative CFFO models. Does not trade the markets and is instead a buy and holder.
I started investing back in the mid 90's. I remember my first buy was JNJ..2 shares that's all I could afford. Back then I was more interested in selling and using the money to pay off our bills/loans. My stint with mutual funds brought out my frustration of lack of control over my money. I did ok but struggled with the concept that there was something better out there. Then I thought, yes, ETF's.. that might work, buy a basket of stocks in different sectors. And I also bought individual stocks during this time. I did ok and kept this strategy for a few years. The past few years I 've been taking on too much risk and working way too hard. I don't mind the hard work but I need a reality check on proper investing for a sustaining stream of income as my husband and I approach retirement. My background is simple and most of my investing experience has evolved from reading, listening, trial and error and trying to understand and define "what am I trying to accomplish". I've been reading a lot of your comments/articles about dividend investing and I wish I had found you sooner. Now I'm focused on dividend investing for retirement income. So, my pencil is shapened and here we go....