I have been working in the fields of Estates & Trusts, Tax Planning and Charitable Planning for several years now. It was from this turn in my career that I developed an interest... no... an obsession... in investing. Reviewing client account statements and seeing the end results of the buy and hold strategy as executed over periods of decades has made me feel that buying and holding a core set of holdings is an excellent strategy for accumulating wealth. To that end, I took the Series 65 and formed a firm which operates as a Registered Investment Advisor in the state of Florida. No clients as of yet, but I'm not stressing about that. For my own portfolio, which I run in a concentrated manner, i've got several companies that I deem to be "core holdings" and which I have no intention on selling, along with several other more opportunistic positions that I hold and trade around. Occasionally, I'll trade options positions, just for the purpose of utilizing the leverage they provide. I'm not in the top tax bracket, but I try to manage my portfolio with a tax sensitivity in anticipation of climbing into that bracket one day.... :)
Investment professional and CFA charterholder. I write on Seeking Alpha as a personal hobby and to elicit feedback on specific ideas and topics, help organize my thinking, and connect with intelligent people.
Just an average investor... primarily in American equity and bonds.
(Important Note: My articles, blogs, comments, reference links and messages are not intended to be investment advisements; or to value securities. Examples and considerations are hypothetical and educational. Please consult a financial advisor before making investments in any security. Thank you for reading!)
I am a CPA with a practice in Florida concentrating on small business accounting, tax planning and preparation. I am also a software consultant for Nortridge Software, a provider of loan servicing software to lending organizations. In the past I have worked for several Fortune 500 companies including Marriott International where I was a Financial Reporting Manager and Controller and Alamo Rental Car.
As an individual investor most of my trading is done in tax deferred accounts.
Retired business owner who has hired a lot of people but never created one job. Only customers wanting my services created the jobs. I never hired or fired because of what a tax rate was or wasn't, nor what a policy was or wasn't, nor what uncertainty was or wasn't. Today's CEOs are cry babies whining for 'certainty.' Uncertainty was the only certainty I ever had. The only thing certain is change itself.
James F. Wood is a retired Country Manager for Citibank in three Latin American countries.
At 71, James is devoted to analyzing markets and where our economy is going. He believes that the next few years will be some of the toughest we have had since the Depression which started in 1929.
Individual value investor with a background in finance. I focus on under-covered companies that get little attention from the mainstream investment community, with a stable, profitable and resilient operating business and strong growth potential. I also look for companies that have an interesting M+A angle, either by doing accretive roll-ups or by being an attractive buyout candidate.