As I'm a long-term investor, I'll highlight some stockpicks which will have a 5-7 year investment horizon. As I strongly believe a portfolio should consist of a mixture of dividend-paying stocks and growth stocks, my articles will reflect my thoughts on this mixture.
Having recently started building a long term strategy for a dividend growth portfolio, I am interested in improving and learning better ways to identify and evaluate the future great dividend stocks.
I put a lot of faith in numbers and math, but where I need improvement is avoiding this garbage in and garbage out tendency and better understanding FCF valuations and projections.
With an Engineering background, I have been investing/speculating for the past thirty years. Now that I am approaching retirement, I am seriously changing my methodology: investing for dividend, growth, diversification and capital preservation. I understand natural resources, technology and economic evaluation.
I am willing to learn and look forward to building a successful portfolio. I hope that SA will come to my aid.
I am in my mid 50's and Graduated from Harvard and was recruited right to wall street before I even graduated.I started out as a Stock analyst but soon realized the big money was being made in trading.This is right after they deregulated the Banking Industry. I happen to be a driven over achiever and made such good returns for my clients that I was offered, (demanded) to start a Hedge Fund. Then the derivatives were created for leveraging your portfolio. I became an options wizard using Collars for my long term buy and hold dividend stocks which created more income for the Fund. Then their was the aggressive trading strategies, Calls, Puts, Strangles, etc.I've seen it all and done it all.In my opinion most of these article writers on Seeking Alpha are promoting themselves and their web sites. Who has time as a professional trader to write 300 articles about stocks they don't even own.Honestly how can you give an objective opinion on a stock that you haven't owned and experienced for yourself. The merger about TMP hit the wire and all sorts of opinions came out who don't know that the nucleus of owner's of TMP are conservative Investors who own the stock for it's safety and it's dividend income. I own TMP for my Grand Daughter for it's safety and Yield.
Master in Applied Maths & Computer Science from Moscow State University. MA in Economics from New Economic School, Moscow, Russia. CFA Charterholder.
First 3 years - sell side research (first equity, then fixed income).
Next 3 years - buy side, equity & HFs (first analyst, then fund manager).
Ever since - Private Banking, all asset classes, fund selection, FoF manager, ETF strategies; some single stock mandates and M&A advisory (biotech/pharma, IT, resource juniors).
Renaissance Investment Management, HSBC, Raiffeisenbank Austria. Currently PM at Leon Multi-Family Office (Russia/Cyprus).
was a volunteer in Crete. Greece 1971 to 1972 sponsered by the Archbishop of Crete to be present as a western Protestant, learn the language and fit in!!! Definately a growing experience.
Returned to Lancaster, PA to join my family in a deli business. I love cheese!!!
I am retired and help my sons establish a crafter beer gastro pub called Hunger n Thirst