The author of Stockerblog worked for over 20 years in the financial services industry as a stockbroker, investment advisor, Vice President of a San Francisco money management firm, mutual fund wholesaler, and market maker on the Pacific Stock Exchange. He has written numerous articles for the Bond and Share Society Journal, Friends of Financial History Magazine, TheStreet.com and many other investment publications. He has also appeared on CNBC and Fox Business News, and is founder of WallStreetNewsNetwork.com. Visit Stockerblog (http://stockerblog.com/) and WallStreetNewsNetwork.com (http://WallStreetNewsNetwork.com)
I have a degree in accounting from SHSU (1975).
I retired from the oil field (36 years) in early 2015 to care for my wife who had terminal Ovarian Cancer.
I also have a small tax and accounting practice.
Focused on upcoming retirement (4-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks.
Professional Background: Business Insurance Underwriter (Property and Liability) and University Risk Manager.
Biotech & Health Care: JNJ, CAH, MDT.
Consumer Staples: MO, CVS, KHC, MCD.
Consumer Disc: DPZ, FIZZ, MNST, STZ, SBUX,
Tech: GOOGL, AMZN, FB, MSFT.
Small Caps: MGPI. (produces grain for hard liquor manufacturers)
Industrial Cyclical: LMT, RTN, BA.
I am a CPA, I have educated 3 grown children whom I am very proud of. I was self employed, now semi-retired. I also taught baseball for 30 years and still consider myself a "student" of the game.
And I found investing to be similar. You have to know when to trade them and when not to!
Some of the best trades are the ones you don't make. Discipline and late inning strategy is the key. I follow Warren Buffet's ideals. His 2 rules of investing, 1, never lose money, 2, remember rule # 1. Also buy stock in a company that even an idiot could run because someday an idiot will.
I do not invest in all of the companies that he does, although we have some of the same positions. I have found myself investing in like positions prior to the Oracle of Omaha. And I do not walk on water! I have learned by my mistakes!