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Focused on upcoming retirement (5-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks. Background: Insurance Underwriter (Property and Liability) and University Risk Manager.
Biotech & Health Care: JNJ, CAH, MDT, STK, PDCO
Consumer Staples: MO, CVS, KHC, HRL
Consumer Disc: DPZ, MNST, STZ, SBUX, KO
Tech: GOOGL, AMZN, FB, MSFT, CSCO
Industrial Cyclical: LMT, RTN, BA
Home Building: HD, LOW
Financial: V, MC
Utilities/Telecom: D, VZ, T
Josh is an experienced businessman, 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. Always wanting to be working with the best people. 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
I am a physicist performing systems engineering research on real-world data fusion problems. My PhD explored chaos, complex and nonlinear systems, and force networks in multiphase fluid dynamics using a bed of flowing sand.
Currently, my academic interests employ optimal estimation theory to combine multiple biased, observations of dynamic systems.
Demonstrated success is the one outstanding fact which justifies confidence in the outlook for any particular business, and thus the investor will always, as a first test for an industry security, carefully consider the results already obtained. John Moody
As an Editor on the SA PRO team my job is to help find the best content for PRO, to provide feedback and develop talented contributors, and to work with other departments to strengthen the platform.
I have studied to ply my trade in finance with a bachelors in accounting. In 2014, I developed an app to access corporate disclosure materials at the SEC. My grandparent’s home was filled with valuing investing paraphernalia and, naturally, I became interested in the stock market.
Seeking Alpha is full of hidden gems and bum steers. Check out some of the authors I follow. And authors, check out "The Elements of Style" by Strunk & White.
Stocktalks represent my personal opinion only - links are not endorsements.
I hold a B.S. in Accounting.
"[T]he function of the margin-of-safety is, in essence, that of rendering unnecessary an accurate estimate of the future. If the margin is a large one, then it is enough to assume that future earnings will not fall far below those of the past in order for an investor to feel sufficiently protected against the vicissitudes of time."
"Needless to say, the analyst must take possible future changes into account, but his primary aim is not so much to profit from them as to guard against them. Broadly speaking, he views the future as a hazard which his conclusions must encounter rather than as the source of his vindication."
"[F]inding the really outstanding companies and staying with them through all fluctuations of a gyrating market proved far more profitable to far more people than did the more colorful practice of trying to buy them cheap and sell them dear…These opportunities did not require purchasing on a particular day at the bottom of a great panic."