An impassioned investment research analyst and writer, Jay Wei holds an MBA in finance from Central Michigan University and a Master of Accountancy from Golden Gate University in San Francisco. He writes syndicated investment commentaries with various investment content providers, including The Motley Fool. Wei takes pride in providing unique and original investment and business analysis on a consistent basis.
Ex-pat living and working in the Asia-Pacific region since 1999. I have travelled from Saipan to the Maldives and most countries in between which may have contributed to giving me a different perspective compared to some. 10-15 years from harvesting phase, but have the added complexity of a single-income household with a wonderful young family (pre-school). I have an aggressive savings plan and selectively plow savings and dividends into “best value” stocks roughly each month. Mainly a DGI investor, but have a few growth stocks and a very small speculative portion. Core positions include: RDS.B, T, JNJ, PG, KO, AAPL, ANZBY, FTS.TO, BCE.TO, CHL, XOM, BA, NVO, GIS, KHC, VZ, TD.TO, LMT, CL, RY, ABBV, UL, OHI, O, INTC, MO, SO, D, MMM, HNP, SBUX, UNP
Todd Kenyon PhD CFA has been working as an analyst and portfolio manager for nearly 20 years, and currently presides over a long-only asset management firm, which he founded in 2006. He specializes in uncovering value and exploiting behavioral inefficiencies in the market, typically with a long-term perspective. He previously served nine years as portfolio manager and equity analyst for a boutique firm with over $700 million under management, $150M of which Todd managed. He received his CFA charter in 2001. Todd has a doctorate and a master's degree in marine biology from the University of Miami, and received his bachelor's degree with a double major in mechanical engineering and biology from Bucknell University.
Master degrees in psychological sciences and business management (finance orientation). I manage physical real estate assets and invest in a porfolio of equity securities with focus on value and dividend growth.
At times I may use options in order to hedge or improve returns. I use both relative (multiples, key ratios) and DCF-based valuation methods, in conjunction with technical analysis. I am influenced by authors including Joel Greenblatt, Peter Lynch, Warren Buffett, Mauboussin, Damodaran, etc.
I am a retired veterinarian. I have been investing in stocks since the early eighties. During the earlier years of that time frame, I concentrated on small value stocks but now, since I retired, I mostly invest in large dividend payers.
I am an experienced businessman and entrepreneur from an early age. My trajectory went from hauling wheeled carts of printer parts thru the streets of Philly and up cargo elevators. To key managerial roles within the financial industry 'complex'. My Start in the Financial world was in 1998. I've always been told, and have been, a 'thought leader' within my circles since the age of 7. From whiffle ball in the alley to seriously impactful business situations. Executive level Corporate Business Development, Sales Strategies via Key Strategic Relationships, Service Teams. Synergies. Particularly well rounded within the financial sector, from the phones straight up into roles including the most challenging industry topics. I am Degreed within the 'Media Tech' Complex, or 'B&C;Communications, Media, Telco' with a Business Minor specifically focused within these exact 'Communications' sectors. And did a stint in Italy traveling with professors from Temple University to Yale. This was focused around Art & Architcture; History & Printmaking, truly cannot leave that fact out. It has shaped my life to this very day, including post study travels across the world. Living abroad young opens your mind and the characters met along the way are never forgotten. Did it right...
Family runs a 55 year old TPA. This means the most detailed guidance & administration for your 401k plan document itself. The rules and regulations mandated et al. Pension Administration & Record Keeping Services. Our family firm has thrived/survived as an 80% consolidation within the market has dominated these days. Per Example; Ascensus, Paychecks or ADP.
We focus in person, can work nationwide. and seriously at fractional costs compared to anyone else we know of. In fact, we have survived because of this philosophy. Other TPA firms and related professionals send us work! This advanced consulting for smaller Businesses, Owners from doctors to attorneys, landscapers and non profits has certainly influenced my well rounded views of the markets. The cherished SMB plan administration sector. Hundreds if not thousands of business owners and Financial Professionals, Accountants and the IRS, over time. Why? We are a non producing TPA; meaning Advisors seek us out, as their TPA of choice to provide IRS mandates for plan design templates and further guide them with the massive amount of rules and regs, behind the scenes. Meaning, they will have time to seek out more business partners come audit season to advise correctly, ethically and to the letters of law. We can be and often are present at the long sales process to explain the always changing IRS and DOL rules; yet we do not pick investment options. The owner/FA does. No conflicts at all.
Other past work includes help in the designing, build and rolling out of Nationally Sold financial products. Creating and managing revenue generating marketing campaigns, with complete ownership of the related accounts. I have worked with and co-managed wholesalers nationwide, working with the best from all firms imagined. From full firm CE conference calls to executive retreats. Representing our well known Chief Economists, Gerontologists, Actuarial Geniuses, even Celebrities of many stripes for speaking slots at meetings, executive boards, management teams. Yes, the conference and key accounts circuit and 'believe me' all related experiences. I am well traveled, currently residing outside Philadelphia with my incredible family and am a proud father. A passionate musical and media fan, and family. I also play Dejembe and percussion 'in a band' called Mama Mac! She is a multi nominated musician including the Grammy Awards. If you read all of this, thank you. Message me. JBg