I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
Entrepreneur and investor in London, UK. Focused on internet technologies and e-commerce. Founded Fletcher Research and LOVEFiLM.com. Now running Oxalyst Systems and non-exec for Paddy Power PLC, Graze, Secret Escapes and Zoopla.
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
Protecting and preserving capital over the long term is more important than growing capital. Particularly devoted to researching cheap stocks of high quality companies, GARP stocks, Magic Formula names, and stocks trading below intrinsic value. Participate long only without hedge when overall bull market is trading for a CAPE under 15 (Tobin's Q under .8X) or when blood is in the streets (not dip buyers), but strive to cut losers early when the facts change and refuse to marry long or short positions unless a "holding period of forever" makes sense. Hunches must be backed up by disciplined systems.
In fully valued markets, we prefer hedging via index options and light commodity trading/trend following. Not interested in participating in latest fad or bubble. Prefer to short the bubble, but only after evidence suggests the bubble has popped.
Prefer to hedge any long positions in frothy markets utilizing a balanced long short equity approach in fairly valued markets. In undervalued markets, we need confirmation from market conditions and valuations in order to invest 100% long (or more) using in the money call options for leverage. Covered calls, calendar spreads, and other options strategies for capturing theta decay.
Cut losers on short side by using ITM put options instead of stock, trend following strategies if trading commodities (for diversification). Fundamental analysis but also technical analysis. Mathematical, disciplined trading strategies. Strive first off to be right about the overall direction of the market (bull or bear). Hold lots of cash when people are being greedy.
Nothing we publish here is a recommendation to buy or sell any security. Please consult your financial advisor before buying or selling any security.
I am currently a student at Fordham University and I strive to create in-depth and high-quality analyses to help fellow investors obtain more information on an array of different companies in the market.
Sahil Alvi is a management consultant, economist, intra-preneur, and writer.
Sahil lives and works in Dubai. He is strategy consultant with a global consulting firm where he leads the firm’s strategic and business development initiatives including origination of strategies and opportunities for the firm and its clients.
Sahil started his career with the Advisory practice of Ernst & Young in Atlanta. Along the way, he helped build a startup into a high-growth enterprise in Miami. Sahil has also held a management consulting position with PricewaterhouseCoopers in Los Angeles.
Over the course of his career, he has advised several Fortune 500 clients and startups on strategic, financial and operational issues.
His functional experience includes a variety of disciplines such as: Commercial Due Diligence / Investment Analysis, Growth Strategy, Business Transformation, and Risk Management.
Sahil's industry experience spans:
- Financial Services (Insurance, Private Equity, Venture Capital & Hedge Funds)
- Real Estate & Hospitality
- Healthcare (Payors and Providers)
- Distribution & Logistics
- Consumer Internet/Web 2.0
- Energy & Natural Resources
- Special Economic Zones.
He has had the opportunity to live or work across: US, India, UAE (Dubai / Abu Dhabi), Canada, Netherlands, Germany, France, Saudi Arabia, Oman, Qatar, Bahrain.
Sahil holds an MBA (Entrepreneurship) from Wake Forest University in North Carolina, USA and a BA (Economics) from University of Bombay in Bombay, India.
Sahil's avocations include: Tennis, Product & Furniture Design, Abstract Expressionistic Painting, Photography, Biking, Blogging, and Reading Literary Classics, Poetry, Management Thinking, and Economic Policy tomes.
He can be reached at: email@example.com
Author of the value investing newsletter detailing the formation of the "Punch Card Portfolio" (http://valueinvestorcanada.blogspot.com/). Devon Shire is an accountant and an investor with 15 years experience managing a private portfolio. Devon Shire's preferred portfolio management style is a concentrated approach, investing only when finding opportunities that offer a sufficient discount to the intrinsic value of a business. Devon can be contacted at firstname.lastname@example.org.