Chose to walk away from the corporate world and its dogma; couldn't be happier! I find it interesting that people seem to have strong opinions about the market like Religion when all that really matters in the end is making money (long or short). Why do I write? Two reasons: (1) I'm grateful for the market and what it has given me, I'd like to be able to share so I may be able to help others, and (2) I hope that any inspired intellectual discussions that follows helps me improve my investment thesis and approach. My goal? To keep us in the game with specific actionable items! Track record on published articles: 2011 : 85.6% on RIMM short; 5.3% on AAPL long 2012 YTD : 81% (closed May 2012) on AAPL long; 55.3% on MoneyBall portfolio
I retired in 2005 at the age of 64. I live in Santa Rosa, CA. My pension and Social Security benefits cover my needs. In May of 2010, I decided to take over managing my securities. Being a novice, I struggled the first year. In 2012, I found SA and the Dividends & Income section. The articles have been invaluable. I value the authors and the many who comment (some more than others). My investment style has evolved to be a total return investor. My goal is to seek a total return of 10.3% annually. My credo about money is to spend some, save some and give some away. My belief about life is to be of service. Thus, I volunteer at the Ceres Project where I deliver meals to those who are undergoing cancer treatment, at the Center for Spiritual Living Santa Rosa, where I sing in the choir as a baritone/bass and I help with my two grand sons. My icon is the Chinese character for Snake representing the year I was born under the Chinese Zodiac. My username Hoisan is the area in China where my father and mother were born.
I live in beautiful British Columbia! As an outdoor enthusiast raised by an uncle and a father who were avid BC outdoors people, BC is a perfect home for myself. My uncle a geologist travelled around the province for his work, and sometimes took an excited me with him, to go on adventures! He had a great regard for geology, investing, sustainable resource development, was involved in the development and success of several British Columbia mining projects and he loved and admired BC wildlife! A percentage of his capital gains he donated to wildlife rehabilitation centres throughout BC, a tradition I continue. He had a marvellous collection of wildlife photos, including photos of very shy/elusive, gorgeous animals such as the lynx. Today I continue his tradition of donating some of my investment proceeds, for wildlife conservation/rehab ie. injured animals or for instance orphaned bear cubs from sports hunting, which is primarily hunting animals for fun (it is illegal in several nations i.e. Kenya, Botswana, Costa Rica...) not sustenance. In my spare time I actively research companies seeking value added opportunities in well managed companies with growing EPS, whose management is shareholder friendly, ie. dividends but also invests in innovation and R&D for future growth. I also consider sustainability practices such as in house recycling and other responsible/progressive practices. I studied economics and environmental science at Simon Fraser Univ. and have worked in venture capital lending for new technology start-ups in BC. Due to a personal commitment to ongoing learning I often upgrade my work skills, take more courses ect... and personal development workshops. I like to inspire others to do the same. I like researching and the due diligence process of selecting stocks to trade/invest in however I do have a very focused outlook on long-term profitability and dividend growth. I hold or have held shares in Apple, Hains, Micron, Lennar, Delta Airways, Wells Fargo, Whole Foods and many others. Financial health is important but so is physical/emotional health to overall wellness, so please all remember to exercise regularly it is fun, eat healthy, and drink lots of water. When you are healthier your cognition improves, ie. exercise increases blood and oxygen flow to the brain key for clear thinking. The key is research, facts and learning from other people such as other traders and investors on Seeking Alpha. All the best! Erica Denison
Todd Kenyon PhD CFA has been working as an analyst and portfolio manager for nearly 20 years, and currently presides over a long-only asset management firm, which he founded in 2006. He specializes in uncovering value and exploiting behavioral inefficiencies in the market, typically with a long-term perspective. He previously served nine years as portfolio manager and equity analyst for a boutique firm with over $700 million under management, $150M of which Todd managed. He received his CFA charter in 2001. Todd has a doctorate and a master's degree in marine biology from the University of Miami, and received his bachelor's degree with a double major in mechanical engineering and biology from Bucknell University.