In my experience, investing successfully means taking the long-term view and that requires discipline and continued due diligence. I seek to identify growth companies that are strategically positioned to increase revenues and earnings for many years. I'm here on Seeking Alpha to share my research, engage with other investors and to have fun while making money.
I am an individual investor who began investing in the early 1990s. Professionally, I am a business analyst for a division of a Fortune 500 company. Additionally, I am an adjunct instructor at a local university, where I usually teach Math. I hold a bachelor's degree in Computer Science and an MBA.
As Managing Editor - Opinion and Analysis, I lead the Seeking Alpha editorial team dedicated to curation of crowdsourced investment research and commentary. My primary responsibilities are to grow the site's audience, deepen user engagement, and improve editorial processes. I am a CFA charterholder and member of the CFA Society Washington, DC.
I am a long time buy-and-hold investor from Cleveland, Ohio, with approximately 6 years investing experience.
I primarily target Value stocks, but on occasion am open to "growth at a reasonable price."
Ideally I prefer to invest in Mid-Cap stocks over large-cap or small-cap.
I believe the two best sectors to invest in during the next two decades will be Health Care for growth and Financials for value.
I tend to ignore the opinions of hedge-fund managers or so-called "experts"....rather, my investment philosophy values the opinion of simple minds that come from humble backgrounds.
I am always on a look-out for secular trends; I look for companies that benefit from aging baby boomers, rising interest rates, organic eating, and increased adoption of electronic payment systems.
I tend to pay more attention to a company's qualitative aspects rather than quantitative.
My top 10 stock holdings:
1. PayPal (PYPL)
2. Opko Health (OPK)
3. Berkshire Hathaway (BRK.B)
4. Markel Corp (MKL)
5. Canadian National Railway (CNI)
6. U.S. Bancorp (USB)
7. Visa (V)
8. Wells Fargo (WFC)
9. CVS Health Corp (CVS)
10. WhiteWave Foods (WWAV)
Born and raised in Minneapolis, I'm an Econ double major working to become an equity research analyst. While my formal experience is minimal (e.g. none) I have spent a tremendous effort learning the art of investing, actively and creatively building my own portfolio.
In his youth, Buffett returned 50% annually. Had it not been for his billions in Berkshire, he'd have continued to do so. Therefore, so can I.
CEO of Fiology,Study of Finance. Follow, Learn, Share&Grow. You be surprise what I can offer you! Al Gore offers renewable energy,I offer Renewable Income.
When there is blood on Wall Street, I am the St Vampire that isn't afraid of it.
Jon Chait is a retired CEO of Hudson Highland Group, Inc, a global recruitment and talent management company. He has held senior executive positions in global companies for the last 20 years.
I have traded my own account for over 20 years. In a rapidly, perhaps foolishly, rising market, it is helpful to invest around themes; otherwise you are just chasing charts. I think about themes over the next 5-10 years. This helps me figure out what is "cheap" today. I trade around a core position in these thematic stocks to avoid simply riding the market up and down. I also buy options to take advantage of short term price anomalies. I tend to favor a value style and look for undervalued stocks.
My current themes: 1. Luxury goods. The middle class is rapidly expanding on a global basis. Of course, this includes China, India, and many other developing countries. But even in the US, in a recovering environment, people will begin spending again. The "big" luxuries are houses and cars. But many "luxuries" give people a sense of well-being, which include products from companies such as RL, LVMH, and many others. 2. Dividends. Dividends of major industrials are higher than treasuries, and fairly safe. The industrials offer price appreciation also which the pharma companies do not. 3. Recruitment & Staffing. These are cyclical volatile companies but generally not widely followed and poorly understood. The time to buy is when the gloom is deepest, and the time to sell is when the world looks over-confident. 4. Financials. Dividends will rise over the next year and for another 3-5 years as problem loans subside. There is a sale on the largest and most well run banks. It takes a strong stomach for the short term. These will act more like pharma companies in the future. Maybe bad for America, but good for conservative investors seeking dividends. I will comment on other themes from time to time.
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