-Undergraduate in Economics
-Passed level 2 of the CFA Examination
-Currently employed as an analyst in real estate finance
-Passion for finding value opportunities by utilizing skills from all the great value investors - especially Ben Graham & Warren Buffett.
Our family finances have focused on growth through the use of mutual funds. Now we are on a path to convert from a growth to an income strategy as we approach retirement in 3 years.
US Stocks; BAC, BP, CVX, ED, GE, GIS, GM, JPM, KMI, KO, MCD, PM, RTN, KO, PEP, PG, JNJ, XOM
Canadian Stocks: ADW.A, ACO..X, BBD.B, BCE, CM. CU, CNQ, CTC.A, CVE, EMA, ENB, FTS FTT, IPL, L, MBT, MFC, RCI.B, SJR.B. , SU, QSR, TRP, T
Just a small time private investor that is currently investing in oil & gas related energy names from Canada in order to generate dividends and income in case I ever get to retire. Still trying to find those monthly dividend payers for future income.
I am a retired board certified diagnostic radiologist with many years of personal investing experience. We were fortunate to be able to provide more than 20 years of undergraduate and graduate support to our children who have multiple masters degrees, a law degree and a PhD. My undergraduate majors were advanced calculus and premedical chemistry, including qualitative analysis, quantitative analysis, general inorganic chemistry, and organic chemistry. I have an MD degree. I also have many years of experience in medicolegal jurisprudence and occasionally serve as an expert witness in medical diagnostic imaging, serving the defense side,and very rarely, the plaintiff side.