Dividend Growth investor focused on a mix of low cost ETFs and blue chip stocks.
Major holdings include VIG, VBR, VYM, VWO, WLP, BRK.B, AAPL, AFL, BBL, PAYX, TEVA, TGT, XOM, CVX, COP, TGH, POT, HRS, JNJ, NOC, WBKC, PRAA, RDS.A, ABBV, NOV, MSFT, CSCO, INTC, AMAT, KO, PEP, CL, PG, LOW, AMGN, EEQ, QCOM
- United States Naval Academy, BS. Varsity Baseball. 9 Years active duty U.S. Naval Officer.
- University of Michigan Ross School of Business, MBA, Investment Finance
- Assistant Professor, University of Michigan.
- 19 years investment industry experience with traditional and alternative firms: Equity Analyst, Portfolio Manager, National Sales Manager, SVP, CIO.
Small investor with a goal to keep learning and expanding my financial savvy. Background in Professional IT, Healthcare, and Contact Center Management. I am also a writer, artist, musician and an acute observer of the human and cultural condition. "The Map is Not The Territory!"
I am an amateur investor in my 50's and invest in stocks that I believe are undervalued, have a good balance sheet, and preferably pay a dividend. I especially like beaten up stocks that have fallen too far. However, I try to stick with companies that I think have some sort of moat, brand value, or that I think can improve their situation. I'm not a buyer of stocks that have high P/Es - I prefer a 12 to 16. I focus on a few stocks, do research, and only invest in stocks I can understand. I read Seeking Alpha articles every day about stocks I am interested in and get useful information from the articles and comments. I own two businesses and am quite busy - the Seeking Alpha articles make it easy for me to keep up with the stocks I follow. The Seeking Alpha smartphone app works great in case you haven't tried it. As I write this in December 2013, my main holding is Apple which I started acquiring at about $450 and averaged down to $420. I also own Wal-Mart and Wells Fargo. I like the investing ideas of Warren Buffett and Howard Marks and highly recommend Marks book "The Most Important Thing".
If you follow Apple or Wal-Mart and want to share thoughts and research, feel free to contact me.