Investor in dividend stocks with a promising future ;-)
ABT, ADM, BBZ, BDX, CSCO, D, DE, FLO, GE, GIS, GPC, HASI, HD, HRL, IBM, JCI, JNJ, KHC, KO, LMT, MSEX, MSFT, MMM, MO, OHI, PAYX, PEP, PFE, PG, SO, QCOM,T, TGT, THW, UN, WMT, WTR
I retired from being an Engineering Fellow for a major industrial conglomerate in 2007. I spent 32 years there and focused on technology strategy and new technology development. I was fortunate to have both a defined benefit pension, a good size 401k, and some taxable brokerage accounts. To keep my mind busy, I made a hobby of personal investment management. I have focused on asset allocation theory, valuation techniques, and technical analysis. As an income investor, my primary interests are choosing and holding individual dividend stocks, including MLPs. I select actively managed mutual funds for other asset classes. I recently began using exchange traded debt (baby bonds) and preferred stock to supplement a multi-sector bond fund.
I was educated as a banking, finance and tax lawyer. My research interest was in the legal regulation of derivative instruments.
This led me into finance as I became a trader, investor, investment adviser and corporate finance specialist.
My company Evago Global Capital is primarily an investment bank that focuses on the emerging markets and I speak about emerging markets, I am really speaking about Africa. This is the only market that excites me because of the attractive demographics, size of market, demand, entrepreneurial nature of the people, the natural resources most of which remain unexploited and so much more.
My thinking of the market is informed by my diverse educational and professional background in law, government, NGO and finance.
It is my belief that finance needs a new meta narrative, it is not necessarily the case that classical financial tools and macroeconomic concepts do not work but they can only work within the confines of a different narrative or totalizing schema where finance becomes truly a tool or a servant with which we can solve global challenges rather than it being our master.
Money can magnify wisdom or stupidity. The outcome of the use of money is determined by the person harnessing the force of money.
The finance industry needs to move from seeking money for the sake of having it to harnessing money for concrete and wise purposes.
This is important because money is a force that is a faithful servant but a terrible master and it is a force that can only be correctly harnessed when one has the correct understanding of the purpose of money as a force of good and not evil.
I am a retired wall street attorney. I started out specializing exclusively in securities law. As I developed my practice, it morphed into a corporate finance practice specializing in mergers and acquisitions, with the securities law aspects being secondary.
I'm not much for diversification. I tend to put a substantial amount in a few baskets and then watch those baskets very, very carefully.
SM in OR from MBTA Red Line Kendall Station.
Stay at home Pops to special needs son & gifted daughter.
I invest when I see opportunities present themselves. Mostly long, some short term trading. I can go a month with no trades and then do 40 in a week. Plain vanilla calls and puts in options and LEAPS.