I am currently a Computer Science major with Business minor at Worcester Polytechnic Institute in Massachusetts. My investment philosophy is carefully following the teachings laid out by Benjamin Graham in The Intelligent Investor and Security Analysis and also the teachings of Philip Fisher to find good, solid companies trading less than they are worth. The market is almost always efficient (the word almost is key) and it is advantageous to the intelligent investor to find and profit off of the erroneous price quotations proposed by "Mr. Market" on a daily basis. I am a general partner of an investing club that seeks to put the techniques of security, business and financial statement analysis to practical applications. Disclosure: I am long: BP, CALM, and TRN
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
I'm a professor and data scientist who has developed scorecards to detect fraudulent bank transactions. As an investor I look for fraudulent stocks and other stocks that aren't what they seem.
I am a first time investor who is learning the tricks of the trade. My preferred strategy thus far is buy and hold with an emphasis on sustainable dividend yield. I am currently long MSFT, COP and JNJ. I am very concentrated because I am still in the building phase of my portfolio.
I am a substitute teacher currently working on his school librarian certification. I have an intense personal interest in technology, which I try to avoid investing in too heavily because I understand that my interests could blind my judgement.
Value Investor in Energy, Real Estate, Transport, Retail, Manufacturing, Media, Finance & Insurance
2009-today: Global Partners Fund, Partner
2006-2009: Babcock & Brown, Private Equity Investor for infrastructure & energy assets
1997-2001: UBS Warburg, Associate Director Corporate Finance,
2008-2012: Board Member & Controlling Shareholder Imperial Parking Corporation, parking services, Canada
2008-2011: Board Member Coinmach Services Corporation, laundry services, USA
2011-2012: CEO Gutta International AG, manufacturing of Bitumen Roofing Sheets, Switzerland
2004-2006: CEO & Owner Mewag AG, manufacturing of tube bending machines, Switzerland
2001-2003: COO Obtree Technologies AG, content management software, Switzerland
.. boring Progressive, another Atheist, fading Proletarian, yes-LGBTQ, and usual DGIer .. **26Sep Long Idea: CAH** .. Last week I bought and sold none. This week I have bought and sold none.
> Core: GIS .. KMB .. KHC .. HRL .. PG .. CLX .. MO .. PM .. KO .. CCE .. MCD .. JNJ .. XOM .. CVX .. T .. VZ .. SO .. XEL .. SCG .. LNT .. D .. WTR .. NEP .. HCP .. VTR .. O .. PSA .. MSFT .. UNP .. GE .. COST .. V
> Non-Core: AGNC .. MTGE .. LNCO .. TCRD .. PSEC .. MAIN .. BP .. COP .. KMI .. PAA .. TU .. SJR .. QCOM
> Core / wife's - not in my Core: NEE .. SRE .. WEC .. AWR .. CL .. CHD .. PEP .. HSY .. SHW .. CVS .. CAH .. ABT .. HCN .. NNN .. WPC .. NSC ..
.. Holds the following from my positions: D .. NEP .. SCG .. SO .. WTR .. T .. VZ .. GIS .. KMB .. KHC .. KO .. HRL .. CCE .. PG .. JNJ .. PM .. MO .. VTR .. KMI .. XOM .. UNP .. COST .. V
-- 15Sep2016: Bought CHD & WEC. New full positions for wife's Fidelity.
-- 14Sep2016: Bought KMB & WTR. New full positions.
-- 09Sep2016: Bought KMB & WTR. New full positions for wife's Fidelity.
-- 26Aug2016: Trimmed MSFT (107% total return) & VTR (41% total return). Back to full positions.
-- 18Aug2016: Bought HRL. New full position.
-- 03Aug2016: Bought KHC. Added to my current position.
-- 02Aug2016: Bought SHW. New full position for wife's Fidelity.
-- 01Aug2016: Sold CVX(to reduce raw energy exposure) +29.75 cap gains(not div's) for 10 months. Sold HCP(due to spin-off concerns) +9.75 cap gains(not div's) for 10 months. Sold CMI(to reduce industrial exposure) +9.4% cap gains(not div's) for 6 months. All 3 in wife's Fidelity.
--29Jul2016: Bought MO & HRL. New full positions for wife's Fidelity.
--28Jul2016: Sold BCE(due to no auto-reinvest @ Schwab). +2.75% cap gains(not div's) for 38 months.
-- 25Jul2016: Bought CCE. Added to my current position.
-- 20Jul2016: Bought NEP. Added to my current position.
-- 15Jul2016: Bought V. New position(cash from rare coin trade-in).
-- 13Jul2016: Sold RCI(due to no auto-reinvest @ Schwab). +2.25% cap gains(not div's) for 36 months.
-- 28Jun2016: Bought KO & PEP. New full positions for wife's Fidelity.
-- 27Jun2016: Sold ABBV(due to exposure to Humira and lack of moat-type replacements). In wife's Fidelity. +5% cap gains(not div's) for 9 months.
-- 24Jun2016: Bought CCE. New full position for wife's Fidelity.
-- 06Jun2016: Bought D. Added to my current position. (cash came from CCE special dividend -- due to merger/buyout)
-- 10May2016: Bought PG. Added to my current position.
-- 28Apr2016: Bought ABT & CAH. New full positions for wife's Fidelity.
-- 1Apr2016: Bought CVS. New full position for wife's Fidelity.
-- 28Mar2016: Bought KHC. Added to wife's current Fidelity position.
-- 18Mar2016: Bought AWR. New full position for wife's Fidelity.
-- 17Mar2016: Bought KHC. New full position for wife's Fidelity.
-- 9Mar2016: Bought NEP. New 3/4x position for wife's Fidelity.
-- 19Feb2016: Bought NEP. New 3/4x position for my and wife's IRA.
-- 11Feb2016: Bought GIS, JNJ, UNP. Added to my current positions.
-- 9Feb2016: Trimmed MO. Trim from 3.5x to a 2x position. +65% cap gains(not divs) for 30 months.
-- 4Feb2016: Bought GIS, PM, D. New full positions for wife's Fidelity.
-- 3Feb2016: Bought GIS, PM, D. Added to my current positions.
-- 1Feb2016: Sold STR(due to cash buyout by D). +28.5% cap gains(not div's) for 43 days.
-- 28Jan2016: Trimmed T. Trim from 3x to a 2x position. +16.5% cap gains(not div's) for 48 months.
-- 4Jan2016: Bought JNJ & STR. Added to my positions.
-- 30Dec2015: Bought D. New full position.
-- 17Dec2015: Bought STR & LNT. New 1/2 positions each.
-- 14Dec2015: Sold WPC(possible split-up of company). -2% cap gains(not div's) for 5 months.
-- 10Dec2015: Sold BAX/BXLT(company split / too low of dividend now). +19% cap gains(not div's) for 24 months.
-- 10Dec2015: Sold CCP(too low of credit rating: BB+). +6% cap gains(not div's) for 3 months.
-- 03Nov2015: Bought HSY & NNN. New full positions for wife's Fidelity.
-- 02Nov2015: Bought VTR. Additional shares to an already full position.
-- 02Nov2015: Bought HCN. New full position for wife's Fidelity.
-- 27Oct2015: Bought STR. New full position for wife's Fidelity.
-- 12Oct2015: Bought CMI. New full position for wife's Fidelity.
-- 05Oct 2015: Bought ABBV. New full position for wife's Fidelity.
-- 17Sep2015: Bought PG, NSC. New full positions for wife's Fidelity.
-- 15Sep2015: Bought SO, T, VZ, CVX, NEE, VTR, WPC, KMI, SCG. New full positions for wife's Fidelity.
-- 10Sep2015: Bought XOM, JNJ, UNP, HCP. New full positions for wife's Fidelity.
-- 06Aug2015: Bought MAIN. Additional shares to a now full position.
-- 22Jul2015: Bought WPC. This is a new position.
-- 10Jul2015: Bought UNP. Additional shares to a now full position.
-- 6Jul2015: Bought KHC on first day of merger of Kraft & Heinz.
-- 6Apr2015: Bought JNJ. Additional shares to current position.
-- 26Mar2015: Sold LO(did not want RAI). +50.47% cap gains(not div's) for 24 months.
-- 28Jan2015: Bought T. Additional shares to a full position.
-- 26Jan2015: Sold NHI(no credit rating). +43% cap gains(not div's) for 25 months.
-- 8Jan2015: Bought UNP as a new near full position. Added to CCE to make it a full position.
-- 2Jan2015: Sold LTC(failed to raise dividend). +16% cap gains(not div's) for 11 months.
** the sun is a star? we are primates? when I die I'm dead? --- just another little tidbit we all learned in middle school. :)
Hi, I am Ong Kang Wei, a Singaporean investor intrigued by the stock market and anything related to business, finance and economics. I love observing the stock market in my free time, and I especially favor dividend-paying aristocrats offering products/services people need such as P&G, Kinder Morgan, Wal-Mart, among many others. I also love high quality stocks or mispriced stock opportunities that will be able to reward shareholders. Of course, I can only come to such a conclusion through extensive fundamental research and analysis. I am still in the process of learning how to analyse stocks more perfectly, and I must say that I have learnt a lot so far on Seeking Alpha. People whom I admire include Warren Buffett, Peter Lynch, Charlie Munger, Philip Fisher and Benjamin Graham. I try to learn about these famous people and find out what made them successful. I also regard established people in the financial industry very highly, and always try to learn from them through their writing. This group of people would include Professor Aswath Damodaran, many of the other knowledgeable CFAs and also Seeking Alpha writers. Though I try my best to keep writing on Seeking Alpha, I may stop writing at times due to study obligations.
Here's the link to my latest dividend portfolio update: http://seekingalpha.com/article/2783865-kangs-dividend-compounding-portfolio-2014-review
Connect On Facebook: http://www.facebook.com/ong.kangwei.9
Connect On LinkedIn: http://www.linkedin.com/pub/ong-kang-wei/4a/677/541
Connect On Twitter: https://twitter.com/Okw2101