I am a retired college faculty in Philosophy, with specializations in Ethics, Socio-political Theory and Rational Choice/Decision Theory. My teaching focus was on Business Ethics, Medical Ethics and Logic. After retirement I freelanced as a Grant Writer/Fund Raising Consultant. I have taught at Washington University in St. Louis, the University of Missouri - St. Louis, and St. Louis Community College.I believe that potential investments ought to be evaluated through an examination of their fundamentals - i.e., fundamental analysis. Those investments can then be analyzed with respect to whatever criteria an investor may wish to bring to bear, but at least the investments they make will be more or less fundamentally sound. For me, one of the more important features of an investment (after fundamentals are satisfied) is dividend yield. I expect my investment to earn money for me.I also believe that the day of the "traditional" investment strategy based on one's age/proximity to retirement is over. To be sure, one wants to put one's money in places where it is more secure, but in the day and age of internet-based investment services, a variety of ETFs, and reasonably safe investment vehicles, there is no need for retired people to stick the bulk of their assets in relatively unprofitable treasury notes and bonds.
Jon Chait is a retired CEO of Hudson Highland Group, Inc, a global recruitment and talent management company. He has held senior executive positions in global companies for the last 20 years.
I have traded my own account for over 20 years. In a rapidly, perhaps foolishly, rising market, it is helpful to invest around themes; otherwise you are just chasing charts. I think about themes over the next 5-10 years. This helps me figure out what is "cheap" today. I trade around a core position in these thematic stocks to avoid simply riding the market up and down. I also buy options to take advantage of short term price anomalies. I tend to favor a value style and look for undervalued stocks.
My current themes: 1. Luxury goods. The middle class is rapidly expanding on a global basis. Of course, this includes China, India, and many other developing countries. But even in the US, in a recovering environment, people will begin spending again. The "big" luxuries are houses and cars. But many "luxuries" give people a sense of well-being, which include products from companies such as RL, LVMH, and many others. 2. Dividends. Dividends of major industrials are higher than treasuries, and fairly safe. The industrials offer price appreciation also which the pharma companies do not. 3. Recruitment & Staffing. These are cyclical volatile companies but generally not widely followed and poorly understood. The time to buy is when the gloom is deepest, and the time to sell is when the world looks over-confident. 4. Financials. Dividends will rise over the next year and for another 3-5 years as problem loans subside. There is a sale on the largest and most well run banks. It takes a strong stomach for the short term. These will act more like pharma companies in the future. Maybe bad for America, but good for conservative investors seeking dividends. I will comment on other themes from time to time.
Developer of an equity switching strategy (STORMM) that uses unique momentum indicators to generate buy and sell signals. Daily comments at: http://hgpolites3.wordpress.com/
Not a professional or licensed trader just managing my own portfolio.
If you copied Kia Investment Research's ratings since 2014 and opened each position for the duration of 1 Year , then 100% of your transactions would have been profitable with an average return of +16.2%. https://www.tipranks.com/bloggers/kia-investment-research
A little bit about me:
I hold two US issued software patents, one of which is issued internationally. I have 3+ decades experience as a software architect and 16 years as an intellectual property researcher specializing in security. I've delivered 1/2 a dozen shrink-wrap retail software packages to market and spent 3 years at Xerox's Palo Alto Research Center (PARC).
I have been an independent consultant since 1991 and am based in Frankfurt, Germany.
Other occupations: musician, journalist, investor -- as often as possible for profit and fun. My aim as the years go by is to increase the amount of both.
A seldom-updated list of my articles can be found somewhere here:
I like meeting interesting people, so if you should visit Frankfurt, then drop me a line and we'll go for a coffee.