I'm the lead investment research analyst for income and dividend investing at Investors Alley, an independent investment research service. My primary role is editor of several investment advisories bringing deep dive research and actionable income and dividend investment recommendations to investors. These advisories include The Dividend Hunter, 30 Day Dividends, and Tax-Smart Income Hunter.Prior to joining Investors Alley, I was a stock broker, a Certified Financial Planner, and an F-16 fighter pilot and flight instructor with the United States Air Force. In addition to my primary duty of flying the F-16 to defend our nation's skies I was an instructor in the F-16 Flying Falcon as well as the OV-10 Bronco. During my time in the service I was stationed at various military locations in including Osan AB, Korea, Patrick AFB, Florida, and Nellis AFB in Las Vegas. I graduated from the United States Air Force Academy with a degree in mathematics.It was during those years when I was a Certified Financial Planner and helping families and individuals plan their finances and make wise investment decisions that found my second passion in life: investment research. (Flying was and still is my first.)My area of specialty is evaluating income generating investments to find the combination of sustainable and growing dividends, special dividend opportunities, and share price appreciation driven by management's commitment to dividend growth. I have a particular emphasis on master limited partnerships, business development corporations, and real estate investment trusts.I've previously written for USA Today, The Motley Fool, eHow, SFGate, Chron.com, Wikinvest.com, Moneynews.com, iStockAnalyst, among others, and have contributed vast firsthand research to a major provider of data on master limited partnerships, another area of extreme interest to me. Along with my duties with Investors Alley I'm a regular contributor to Seeking Alpha. In addition to the articles posted here on Seeking Alpha you can find my investment analysis on the Investors Alley website and the weekly newsletter, The Market Cap.
Self employed electronics design consultant. Terrible track record investing for the last 15 years, but I (think) I am getting better. If I were you, I would not take my advice (although you might try doing the exact opposite, it would have worked for many years!
53yrs living in a small community in eastern Ohio, having retired last year (2010) from the construction field, where I was an super for major Co's. I now spend most of My time enjoying My cattle on Our small farm (40A.) that has 3500A. St. Forest with a large creek as a neighbor, while looking for sound and profitable stocks. Equity market stocks became to volatile Q2-2011 so I have moved back to Dividend Stocks where I got My start. REIT's seem to be a good play so far this year and I look to keep a profitable stand in several, while looking for the next play.I look to secure some of the laggards as soon they can find a bottom with upward trends. NO day trading and No shorts. I'm long F,T,AAPL,,AEP,BP,XOM,GOOG,. My REIT's include NLY OHI. My favorite small is -----it will pay the bills in the next 2-3 yrs.-----------------------------------------------------------#2 well its December of 2015-Upadte; sold most of My Reits (arr,com,ivr) keeping my Anally for now, My positions are F,JNJ,BP,XOM,DOW,OHI,CVRR,UAN,C,NLY,AA, also bringing into play My self-managed annuity, Which has done very well since I took control of it in 2013. Staying away from badly managed, non-dividend paying, small cap stocks is priority,its been a learning conundrum, but i've paid my dues and have really tured it around, having averaged 12% annual returns since i started in 2010. I still have 6 years until I go into protection mode and I can't wait to see how it turns out, Wishing everyone Happy Returns, Jay.......04/17/2016 Sold off C on its pop fri, bought more CVRR. Now looking to increase my position in F and OHI in the near future as dividends allow. Added IEP and XOM at $68. Annuities are starting back.
Business owner since 1994; Investor since 2009.
My primary interests are currently (my son) High School football and (daughter) Girls Select (ECNL) Soccer, which is a helleva lot more fun than research.
Late 2006: Housing, commercial real estate and our businesses were booming; everything was wonderful until I opened another money-losing brokerage statement; after a phone call where the broker "couldn't remember" a mutual fund fee, I had finally had it, I was done. I took my statement, and while driving to to a business meeting that morning, I saw a Fidelity store, pulled into the parking lot, walked in the door, up to the counter and drop the brokerage statement and a business card on the counter. A lady with a cup of coffee, startled, "can I help you?" "Yes ma'am, please move this over to your company. Call me when you need me to sign something.", and I turned and walked out the door.
I had decided to personally re-invest a portion of our "managed" money. I spent 2007-'08 reading, researching (anywhere from 30-40 hours a week outside my regular job- listening to conference calls at 2 & 3 am- in my home office- a place my wife referred to as "the hole" back then) the economy and market.
That '07 research revealed to me that a financial/economic fire storm was coming... that there was more money in packaging mortgages into securities to provide AAA 5% money to the Chinese savers than in the houses themselves. Panicked, we made adjustments to our business models that probably saved our companies. We hoarded cash, we made purchases and diversified our businesses into areas that didn't rely solely on new construction; we were able to replace older, marginal equipment with new and refi'd our building early with favorable financing in early '08.
I often wonder, had that broker had made money, and I not taken up my personal research, would we have been able to change quickly enough when the economy, new construction and credit market turned south? We lost a lot of business friend and foe alike in the Great Recession. Revenue in our businesses dropped 30% overall that first year, but we made money-- not much, but we weren't in the red.
Finally feeling confident after watching the '08 market drop and being 100% in cash, I started easing into market at the end of '08 and throughout '09; about pee'd my pants in March '09. My first buys were BAC, TPP,EPD, MWE, MMLP.
I had to eased off research work load @ end of 2010-- too busy at real job. Cut my holdings of 30-40 companies back to 5 or 6 now. Just couldn't keep up with work required to do it properly.
I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.