My Biography: In 2001, I retired and now permanently reside in Mexico. After 5 years of managing my own affairs, I resumed my career in 2007 as a financial analyst / asset manager. My career began while in University as a – manual chartist for some wealthy Investors, who had a fancy math formula from Wharton School of Finance that required an advanced background in math – that was in 1957. I have kept those old books of Charts, and the basic formula still produces profits. I'm pleased to say that the formula / algorithm is now calculated by computer, but I still get to draw fancy lines. If you would like to have further information about my work / analytics or perhaps my Professional Services - - asset management, mentoring or consulting – services . . . just send me an Email, click here, ( firstname.lastname@example.org ) and I will respond promptly. Please understand that this offer is for serious investors. I expect you to share just a bit about yourself and your investment objectives - that is important to me. Furthermore, I never read or respond to the Seeking Alpha generated Messages or any Comments on my articles. Unfortunately, my experience has been very unsatisfactory. If you are seriously interested in learning more about what I do - - please Email me. email@example.com I write a bi-weekly personal blog you might like. click here. http://twitter.com/#!/Invest Rotation Education: I have several degrees, i.e. post graduate degrees and two doctorates. And a great deal of (too much) continued financial education. For seven years, I was a University Professor of Finance and Economics. No question, I learned more than I taught! Licenses: I had all that were needed / required and more. Designations: Over all those years, there were many initials after my name! Business Experience: I owned a privately held asset-management firm and managed individual investor and corporate accounts as a Registered Investment Advisor - for over 40 years. Published Articles: I have written and published over 400 papers / articles for both local and national circulation. Current Status: In late 2007 I came out of retirement and re-entered my writing financial commentaries in various financial blogs. I began a Weekly, Commentary / Update for the ex-patriot locals here in Mexico. In my first issue, October 2007 – I recommended - Holding 100% Cash and forecast that the Marketplace was at a Top that was meaningful. To date, within this Weekly – Commentary / Update I have accurately identified all Inflection Points, i.e. the 2009 February and subsequent Lows. The December and the recent April Highs were also forecasted and identified. I have resumed offering Asset Management and Consulting / Mentoring services as a Boutique Research Firm Financial Analyst. Email me if you might be interestes. click here. I am currently also Blogging with SafeHaven.com / Community.Nasdaq.com and of course here in SA. I also maintain a Private Blog, click here ( http://twitter.com/#!/InvestRotation ). For twelve years, I maintained an International Website - Called: "The MoneyDr." Something to Ponder for those of you that might choose to "Follow" - - or choose Not to "Follow": A little monolog to set myself apart from those who call themselves - "traders": Over all these, many years of managing assets, I have witnessed a large number of tragic situations as told to me by scores of Investors. It quickly became clear to me, early on in my career, that the financial industry is wrought with many divisive ways to separate you from your money. It takes advantage of words and emotion like: greed, fortune, comfortable retirement, etc. while at the same time restricting, if not preventing the you the Investor from understanding how to make money at a fair rate of return and to do so consistently. Over the recent years, "they" (Wall Street) has upped the requirements (complexity) for the average guy or gal to become a successful Investor. That's tragic! Perhaps the biggest lie and sales pitch and flow of miss-leading information is the “Buy and Hold” philosophy, "they" (Wall Street, Mutual Funds, the Media, and Financial Salespersons) continuously pro-pound. B & H has not been a path to successful investing and profits for several decades, and I am sure, never will! I have written many articles with the secondary title: “Why Most Investors and Nearly All Traders Lose Money." It hits hard, and the brokerage community has made life tough for me (retaliation wise) on many occasions over these years. My continuous debunking of their ways and personal goals to a lush financial lifestyle, using your money, is simple not on their agenda. The reality regarding Wall Street is that they want to make money off you, not With or For You! They are smarter (within their field) than the average Investor, in particularly by just knowing how things work, but never sharing the simple – How To - with YOU. I continue to believe that these truths and facts should be well understood by Investors, but unfortunately, and apparently it/they are not! For me, simple logic says that any professional is better trained, within their given field, then the lay or inexperienced person. Investors seeking only a fair and honest flow of profits as well as information and data are frequently disappointed. There is now a new and equally serious problem as is the Buy and Hold philosophy. It’s the Investor backlash to B & H, which is called Day Trading. DT is the new "" In "" answer, but once again people are not taking time to realize that "Investing" is much different than Day or Fast Trading. Since Day Trading began the statistics complied by Lipper Analytical Services and Yankelovich Partners clearly show that this too (Day Trading or Fast Trading) is a Big Loser for the average guy or gal. These two companies are highly regarded in the field of providing statistical information and data as well as offering excellent articles on and about the financial industry. See Google regarding these companies. "Investing Wisely" is kind of my handle and the methodology I have developed over the years is quite unique. I publish information about - how I go about making money, which is available upon request. I would like to ask you to ponder / think for a minute or so about the following question: Who and What is your current broker or financial advisor? Sure, many if not most have great credentials, and often a great deal of charisma, but it remains an undesirable fact that these people are simple “Salespersons." Is your medical Doctor or are your best friends – salespersons? In baseball talk, that’s (strike one through strike three all in a pitch - or did I mean sales-pitch?). You as an Investor have little choice or alternative but to deal with these highly motivated financial representatives. That's tragic. Understanding these facts and concepts is the first step to your positive financial future and peace of mine. Next on the list is finding an advisor / mentor, who will teach and share facts and truth with you, on a personalized basis, before you invest, not after you have lost a great deal of money. I'm sure that we all understand that the cyber world has been permanently injected into our lives and lifestyle. Financial Blogs abound with an over-flowing supply of information and opinions. Most of which is often incorrect and filled with very persuasive salesmanship! Therefore, I regret to say / agree that, it is clearly difficult to find such an experienced and trustworthy professional to mentor and assist in guiding you through a profitable process of "Investing Wisely." My advice is - keep digging until you find such a professional. Ask tough and direct questions to what appears to be an experienced and trustworthy advisor and, over time, see if his or her answers and communication have substance and give you a feeling that this professional honestly cares about YOU. Don't forget, the job description - it is to make money, and this is serious stuff. I think you will find that the time you give to the consideration and evaluation of my work / analytics will be very profitable for you. Thanks for taking the time to read my bio, I hope you can find the "right" professional "just for you" in all the important disciplines of life, and you can prosper financially with a smile. Steven H. Bauer, Ph.D.
I run two investment accounts for personal and family money. My investments are generally comprised entirely of concentrated directional options positions. The Volatility in my personal portfolio is tremendous. My returns in 2014 exceeded 500% and yes I have full statements documenting and backing this up.
I have had tremendous years trading and also disastrous ones. My goal is to stay humble and avoid hubris raising its ugly trade smart killing head.
I am constantly learning and truly thankful for the great input, advice and direction I receive from people here on both Seeking Alpha and privately.
Private investor who started at the age of 16 years old with a joint account with my dad. I'm now more than 50-years old. I came up through the finance ranks starting my career at Arthur Andersen & Co. I became a CFO of a private company in my early 30s and was lucky enough to be able to retire many years ago after being in the right place at the right time. I retired as the President of a $400 million partnership marketing company. My investment philosophy is to focus on companies that have the following characteristics:
- Rock solid balance sheets
- Outstanding FCFs
- Growing revenues
- Expanding margins
- Strong management team focused on driving LONG-TERM STAKEHOLDER VALUE!
I perform all my own due diligence and build all my own models. My motto is SLOW AND STEADY!!!
I am a very small time investor compared to those who trade for a living. I have been interested in the stock market and investing since the early 80's, fascinated by what empirically and statistically works. My main financial objective now is to provide income for my wife and myself in retirement, have enough money saved to provide health care/ assistant living expenses for each of us, and to pass on anything that is left over to our heirs. Some have asked so I am listing my current equity portfolio. I am not yet fully invested, so names may be added over time. I am particularly interested in adding some industrial and financial names to the mix.
Health care/ bio tech: GILD, CELG, ABBV, AMGN
Consumer: JNJ, PM
Tech: QCOM, NXPI, AAPL
REIT's: DLR. OHI, DOC, WPC, VTR, CLDT
Tel Com: VZ, T
Assest Man: BX
20 year old Irish student. Focus on finding penny stocks with massive upside potential and low downside risks. 95% of small cap stocks are garbage but there are some diamonds hidden in the rough.
I'm 54 and decided it was time to start investing what we could afford on a monthly basis or more. One day would like to sit back and collect all those dividends and really retire with income coming in. But it does take money to make money! So I'm trying to capture all the information from all your insightful articles and blogs. Been trying to read a bit daily from Seeking Alfa forget all the other sites, Don't have the patience or time to get thrown into a video promoting a company (scams) which is a failure to begin with I'm on Disability I have good days but have more bad days. Don't need to waste my time with any other "HYPE" Stock Talking Sites out there.
Starting investing in late 2010 with Dividend Paying Stocks, not all have the Big names of the WSJ's hall of fame. Some of the best companies I've never heard of, My interest came about while reading blogs on Seeking Alpha I find them very helpful in my decision making. Thank you Seeking Alpha with all your great informative information. You're the #1 informative on the money reliable information source.
Dividend growth investor..........long NRF , EQY , AGNC , ORI, KMI , KRG, AINV , NSAM , LYRI , VER , HST , DLR , OHI , SDRL , PSEC , GRPN , AAPL , AWR , UDHI , RIG , CMCSA , BBEP , NLY , BABA, WMC , BRC , RGEN , FSC, MKC , MAIN , NYMT , APU , MCD , PM , GE , PGH , VNR , AI , PMT , MMLP, XOM , CVX , COP , BP, SU , SNY, SJR , PEP , EMR , BEN , QCOM , ETP , JNJ , HRL , T , WEC , K, ED , PG, RAVN , WMT , HSY, BAX , CAT, TGH, GIS , CL , VZ , AFL , DIS , SBUX , MSFT , GSK , SAN , NVS , NRE , DE , WEYS , AXP, GILD , GPS , SHPG....
I am a financial officer at a non-profit who recently completed an executive MBA program. I am a stock market enthusiast learning how to evaluate and exploit both long and short equity opportunities in hopes of retiring early.