Self taught individual investor working as a practitioner in the medical field. 34 years old and currently managing 7 figures of my own money. I am constantly seeking new investment opportunities although finding it hard to find investments that beat good, boring, dividend paying stocks. I look for stocks with excellent cash flow, share holder friendly management, and for long term investing, stocks that pay a dividend. I have found that investing in stocks with a macro thesis/catalyst not only add a level of synthetic leverage but also create a larger margin of safety.
Focused on upcoming retirement (4-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks.
Background: Business Insurance Underwriter (Property and Liability) and University Risk Manager.
Biotech & Health Care: JNJ, CAH, MDT, STK.
Consumer Staples: MO, CVS, KHC.
Consumer Disc: DPZ, FIZZ, MNST, STZ, SBUX,
Tech: AMD, GOOGL, AMZN, FB, MSFT.
Industrial Cyclical: LMT, RTN, BA.
My job has nothing to do with the financial world, on the contrary - I have a college education and a Ph.D. in science and I work for a large cooperation in the German industry. I bought my first stocks almost 20 years ago, starting with investments in DAX companies (the German large cap index) and have continuously broadened my horizon geographically and to other equity classes since then. My main ambition is to obtain financial independence and the admittedly challenging ultimate goal is to retire at the age of 50 (or at least in the mid-fifties). Let’s see how this turns out…
Retired and actively managing family assets. Took a while to learn to quit chasing big returns and instead take the "slow and steady" path. Now my primary interest is solid companies with reasonable dividends and good dividend growth mixed with some higher returns found in telco, utility, and MLPs. Am very interested in articles which address strategies for tax advantaged accounts as nearly all my retirement assets are in Rollover and Roth IRAs.
I am a busy surgeon with a particular interest in personal finance and investing. My father, a retired financial advisor, taught me discipline and the power of dividends and compound interest. I do not feel it is necessary to employ expensive, self-motivated brokers or managers to invest one's money.
I am a retired Pharmaceutical executive with 40 years of experience in the industry ranging from sales and new drug development through clinical research and global strategic marketing. Earned Master's degrees in both Biology and Business and worked for both large American & Foreign Pharma companies.
I am an individual investor in a quest to minimize portfolio rotation.
I am agnostic in terms of growth vs value, but lacking the time, the resources and (most importantly) the brains, I tend to look more among the latter set of opportunities.
I am professionally versed in the European upstream O&G arena, but skeptic on its future (and optimist about the clean-tech momentum of California).
One could argue I should have an edge in European stocks: I am from Spain and based in the UK, but like Buffett says, it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. So my portfolio is OW US and UW Europe.
N.B. If some of my comments are overly cynic, don't be offended, just an invitation to look after your $ more carefully.
This is a pseudonym. Started my career in structured finance, moved into corporate debt, and now equities. My investment style is focus on the fundamentals and figure out what the company is worth. Writing is a way for me to gather feedback and information, rather than convincing someone else to buy or sell. Please feel free to message me. thanks
The author works at a long horizon multi asset class investment management organization; and has been in the markets professionally for two decades. Avocation is unusual situations, as well as instruments with embedded options. Has a bias toward misunderstood, illiquid, potentially "yieldy" types of securities that have lost their narrative, and thusly, their holder constituency. Likes securities which have a "hard" net asset value that can potentially be used as a safety net if circumstances do not cooperate with the intial analysis. In most cases, prefer to find investments where time is in the holders favor - whether it means value is being recognized by a slow moving liquidation, or a legal process that is being ground out, or even the demise of control shareholders / management. These "thin file" investment ideas mean that most of the leg work has to be done by the investor themselves, rather than relying on sell side analysts, or external third party firms. Primary sources of research include corporate filings as well as competitor and peers filings, and an understanding of management's incentives/motivations for certain outcomes.
Current focus areas include most of the unusual wrapper yieldy vehicles that would not go into conventional capitalization weighted indices such as FI CEFs, BDCs, MLPs, REITs, mREITs, Royalty Trusts and so forth.
Recent graduate from Bulls on Wall Street and a full time day trader. I have been an investor in the stock market for over 20 years. It wasn't until Stocktwits and Twitter came out that I realized I was missing the boat in the market.
I was your typical Buy and hold kind of guy and I had some fantastic wins. However, I also had some mammoth losses with that strategy. I read hundreds of books, went to investment seminars, subscribed to the Wall street Journal. IBD, Barron's and countless other financial publications. I spent thousands of hours studying and reading about the macro economy and companies I wanted to invest in. I studied company financials, read every article about them, listened to conference calls, looked into management, checked out their product or service all in the hopes of investing in the next Apple, Microsoft, Walmart, early and becoming an overnight millionaire.
Then I started following day traders on Twitter and Stocktwits and I watched these traders make some pretty impressive profits holding a stock for literally 10 minutes or an hour. I actually watched one individual make an obscene amount of money in one stock both on the way up and then on the way down in about 4 hours. The kicker for me was when he concluded his trading in that stock he asked " Hey does anyone know what that company does?" I was floored!! They were in and out in one day and holding a cash position overnight. Not having to worry about waking up the following morning to some negative Press release about one of the companies they are invested in, or the overall macro economy that sends markets or your stock plunging.
It was then that I decided to educate myself and learn this craft to become a full time trader. Now I am blessed and living my dream of making a living doing what I love as a day trader and blogging about my journey. You know you have passion for your job when you are sad that its Friday and you can't wait till Monday.
Peter George Psaras, has been investing for over 40 years and has expertise in the following:
1) Quantitative Analysis
2) Qualitative Analysis
3) Macro Economic Analysis
4) Technical Analysis
5) Stock Market History
He is the CEO at Conservative Equity Investment Advisors, a registered investment advisor based in New York.