I suspect that most dividend investors are conservative by nature. I am. I don't believe I have any special talent or gift for trading, a crystal ball, or any access to insider information. Consequently, I have little expectation of prospering by consistently buying low and selling high. In fact, prior to becoming a dividend investor, my trading history boasted the opposite, buying high and selling low. Tis sad but true, over those years, I'd given more to the market than I'd taken from it. However, that's yesterday's news, and of no real interest. Of importance is that I'm patient, analytical, organized, pretty good at math, and always looking for that angle, strategy, or edge to help guarantee my continued market success. My book, The Dividend Investor's Guide, details my history, education and growth as a dividend investor and the lessons I learned along the way. It details an effective and safe overall investing philosophy, along with a discussion of several proven trading strategies designed to enhance one's portfolio's income and dividend yield.
Tim McPartland is a private investor with over 45 years of investment experience. Additionally he is the editor, and former owner, of The Yield Hunter, a website devoted to the hunt for income producing securities of all types, but in particular specializing in preferred stocks, exchange traded debt and Master Limited Partnerships.
Bill Gunderson @billgunderson is the CEO and Chief Market Strategist of Gunderson Capital Managment in San Diego, CA.
He is also a professional money manager, former research analyst, author of Best Stocks Now, and developer of the Best Stocks Now smartphone app.
He offers four free weeks to his weekly Best Stocks Now to Seeking Alpha readers at gundersoncapital.com
He also hosts a daily stock market radio show that is syndicated nationwide on the Salem Broadcast Network.
Bill has appeared on the Fox Business Channel and on Bloomberg Radio numerous times .His articles have been published in Barron's, Forbes, TheStreet.com and numerous other publications.
He can be reached at firstname.lastname@example.org or by calling (855)611-BEST.
Mr. Leach spent his early years on a subsistence farm in western Michigan. He graduated at the top of his high school class which helped him land a scholarship to the University Michigan. Graduating magna cum laude with a bachelor’s degree in Nuclear Engineering and a minor in mathematics in 1981, Mr. Leach took his first professional job with Westinghouse Electric in Monroeville, PA.
Mr. Leach held several positions of increasing responsibility at Westinghouse, and Fluor Federal Services in Pennsylvania, South Carolina, and Washington State. While in Washington State, Mr. Leach completed his master’s of science degree in Environmental Engineering graduating summa cum laude in 1997 from Washington State University.
In 2003 and 2004 with Fluor Federal Services, Mr. Leach worked as a civilian contractor for the US Department of Defense in various middle east locations and the Philippines. In 2005, Mr. Leach joined the AREVA Group and spent two years in France. After returning stateside in 2006, Mr. Leach held various positions of increasing responsibility with AREVA Federal Services in South Carolina and North Carolina. Mr. Leach left the AREVA group in 2014 at the age of 56 and is now quasi-retired and focuses on his wife, his 15 year old son, and his investment portfolio.
Mr. Leach has been a consistent, avid, and successful investor for more than 30 years. His investment style is conservative and he primarily invests in income oriented equities, bonds, preferred stocks and mutual funds. Mr. Leach has written more than 50 articles on Seeking Alpha and other websites.
I serve as the senior MLP research analyst for CBRE Clarion Securities, a global asset management firm based in Radnor, PA. My primary focus is on investing in Master Limited Partnerships (MLPs) within a larger infrastructure investment team.
Contributing columnist for Real Money and TheStreet.com. BA in History from Bemidji State in Minnesota. I went on to learn Chinese at National Taiwan University in Taipei.
I worked in mortgage sales at Countrywide and Bank of America until 2010 when I decided to relocate to Taiwan.
Data Center Knowledge - Contributor: writing about data centers REITs -- a new and growing asset class -- attempting to bridge the gap between technology & traditional REIT investors.
Researching and writing at the corner of Main St. & Wall St. where real estate often intersects with trends in: technology, ecommerce, office/industrial, healthcare, cloud computing, energy infrastructure & green initiatives.
Recently covered breaking news and actionable ideas REIT ideas for Benzinga "REIT Beat," now Contributor/Sr. REIT Expert. Select articles featured on Investopedia.com, Seeking Alpha, and published on Yahoo! Finance, Google, MSN, Finviz and many other financial portals. Recent Select Freelance contributor for Motley Fool, writing about REITs and real estate topics for the Financial Bureau.
I have over 25 years of experience as a: developer of institutional quality office and industrial facilities, general contractor, homebuilder, managing general partner for private limited partnerships, and have performed consulting and transactional real estate services for others, including entitlements for planned commercial/office/industrial developments.
Past job experience included: V.P. of Energy Services for a Florida based Mechanical Contracting company, which subsequently was acquired by EMCOR (NYSE: EME). Responsibilities included development and "financial engineering" of projects to reduce energy consumption and total cost of ownership solutions, partnered with the two major Florida electric utilities, and private companies, (including Enron Energy Services!).
Education: UCLA - BA Economics, including graduate coursework in Real Estate Finance.
Masters Degree from St. Thomas University - Miami, FL
I'm a computer programmer and teacher of computer programming. I am self-employed, and manage my own SEP/IRA and investments for retirement.
My personal investing goal is to own a portfolio of dividend growth companies such that:
1) The overall portfolio dividend income is sufficient to pay for all of my routine retirement expenses. I do not ever want to be forced to sell something to produce cash, especially when my asset prices are down. [I have no objection to occasionally choosing to sell something to pay for a one-time expense such as a vacation or a gift.]
2) The overall portfolio dividend income rises each year by more than the rate of inflation, so that my purchasing power does not erode over time.
I invest primarily in David Fish's lists of Dividend Champions, Dividend Contenders, and Dividend Challengers. See http://www.dripinvesting.org/tools for those lists.
I do not invest in MLP's or BDC's or CEF's or preferreds.
I maintain a free web site that contains dividend histories for all of David Fish's Dividend Champions, Contenders and Challengers: http://www.tessellation.com/dividends
Retired Pharmacist. Call me Rose. Nose= Knows enough to know I need to keep learning and keeping a great dividend paying nest egg growing upwards. I also enjoy total return, but it is not my primary goal, it just happens to follow when buying great quality companies.
My 80+ stock portfolio is listed here by sector, largest holding by value is listed first. Updated 9/3/2016.
Consumer Defensive (15): KO, PM, GIS, MO, TGT, KMB, CVS, DEO, PG, PEP, MDLZ, CL, KHC, UL. RAI -
Consumer Cyclical (8): MCD, SBUX, GPC, NKE, HAS, MAT, VFC, HD -
Healthcare (6): JNJ, ABBV, AMGN, CAH, BDX , GILD -
Healthcare eREITs (6) : OHI, VTR, HCN, NHI, CCP, HCP. -
Energy (4): XOM, CVX, OXY, VLO, -
Tech (2): ADP, CSCO -
Industrial(8): BA, UNP, MMM, CMI, CAT, GWW, NSC, LMT. -
Financial (8): NRZ, ARI,, LADR (mREITs) TROW, MA, V, WFC, MET -
Equity Reits (11): WPC, DLR, O, CLDT, STAG, STWD, LXP, UBA, SNR (small), CTO, SPG -
BDCs (6): ARCC, MAIN, PNNT, HTGC, NEWT (small) GAIN -
Telecom (2): VZ and T -
Utility (10): SO, D, XEL, MGEE, WEC, DNP, LNT, CNP, EXC, FE -
DNP is a CEF which predominately holds Utilities.
My purpose is to purchase great companies at great value. My goal is to assemble a portfolio of dividend growth stocks that will continue to pay and increase their dividends annually in order to achieve my goal of financial independence. Financial independence for me is to have my dividends cover my living expenses come retirement (or sooner would be better!).
I have called my portfolio the Accelerating Dividends Portfolio. My portfolio consists of the following stocks right now:
Core: HAS, OHI
Supportive: LYB, EXR, GILD, WYN
Speculative: SWKS, TGT
I am still working on my investment plan and when it is ready I will share it with you.
As for myself, I am a part-time, self-educated investor who works a full-time day job as a criminal intelligence analyst. I bring my thought process from my job with me to much of my daily life. I like to ask questions, particularly some that are hard and not really talked about. I like to find data and do analyses in order to support or refute my ideas and answer my questions.
I came across the dividend growth investing model when I was searching for a better way to invest my money. I love and advocate the dividend growth investment model because it has touched me the most and helps me to sleep well at night.
I have been enthralled over the last few years with finances (if I could change careers, I would move to financial advising in order to pursue this interest full-time). This interest has stirred within me a great desire to learn and although there is always more to learn, I continue to enjoy the challenge of acquiring more knowledge and experience. I enjoy applying what I have learned particularly in my writing here on Seeking Alpha. I also apply many of my analytic skills and thinking to my articles in order to stimulate discussion to get many points of view. This helps me enhance my own opinion, perspective, and thought process. I hope that what I share will be of worth to the Seeking Alpha community.
I hope you will follow me along this journey towards financial independence and accelerating dividends!
I am currently a retired Aerospace Engineer. I am married with three children and eight grandchildren. I was born in San Francisco, CA in 1949 and moved to Newport News, VA in 1951 where I lived until I went to college. By God's grace, I received a B.S. degree from Virginia Tech (1972), a M.S. degree from Caltech (1973), and a M.A. - Biblical Studies degree from Birmingham Theological Seminary (2013). I worked at Pratt & Whitney (1973-1986) and CFD Research Corporation (1987-2008).
Now in retirement and trying to preserve my life savings, I currently have a strong interest in tactical asset allocation strategies, and have studied them extensively. I have developed a number of tactical strategies involving the periodic trading of ETFs and, more recently, mutual funds. These strategies have been backtested mainly using Portfolio Visualizer and ETFreplay software. The goal is to earn 10-15% annually with no negative years, and to have maximum drawdowns of less than 10%, preferably less than 5%. The strategies include purchasing a limited number of funds with the highest growth and lowest volatility, and minimizing risk using moving average, dual momentum, and risk parity methods. I have developed strategies for equity as well as bond assets.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
My interest in investing really started in 2008 when I retired from a career that started as a scientist, having earned a Ph.D in Materials Science from Northwestern University in 1977 and ended up as a business Unit General Manager for part of Siemens. I have brought my analytical skills to investing and hope to share them with Seeking Alpha readers. I am a part time investor and use income from my investments to support my retirement. I have also recently published a novel, I Am Avhor, a fast paced SciFi novel, available at all fine online retailers. It won't improve your investments but you will enjoy it.
Dale Roberts is an Investment Funds Associate with Tangerine Investment Funds Limited, a subsidiary of Tangerine Bank wholly owned by Scotiabank. My articles are for information purposes only and do not constitute investment advice or an offer or the solicitation of an offer to buy or sell any securities. These articles are my personal opinion and are not those of Tangerine Bank or its subsidiaries. Remember past performance is not guaranteed and may not be repeated. Investment strategies are not suitable for everyone and you should always conduct your own research or speak to a financial advisor.
I have been an active investor for almost 20 years. My main focus is on high-yield stocks, particularly MLPs, and high-growth oil companies in the Eagle Ford shale. I have a portion of my portfolio allocated to short-term trading, with a focus on over-reactions to company news and directional plays on VIX-based ETFs. I am happy to answer just about any question sent my way, especially from those new to the stock market.
Larry Swedroe is director of research for Buckingham Asset Management (www.investmentadvisornow.com), a Registered Investment Advisor firm in St. Louis, Mo and an independent member of the BAM ALLIANCE (www.thebamalliance.com). He is also director of research for BAM Advisor Services, LLC (www.bamservices.com), a service provider to investment advisors across the country, most of whom are affiliated with CPA firms. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.
To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You'll Ever Need. He has authored seven more books: What Wall Street Doesn't Want You to Know (2001), Rational Investing in Irrational Times (2002), The Successful Investor Today (2003), Wise Investing Made Simple (2007), Wise Investing Made Simpler (2010) and The Quest for Alpha (2011), and Think, Act, and Invest Like Warren Buffett (2012).
He also co-authored five books: The Only Guide to a Winning Bond Strategy You’ll Ever Need (2006, with Joe Hempen), The Only Guide to Alternative Investments You’ll Ever Need (2008, with Jared Kizer) and The Only Guide You’ll Ever Need for the Right Financial Plan (2010, with Tiya Lim and Kevin Grogan), Ivestment Mistakes Even Smart Investors Make (2011, with RC Balaban) and Reducing the Risk of Black Swans (2013 with Kevin Grogan). He writes the blog Wise Investing for CBS’s personal finance Web site http://www.cbsnews.com/search/author/larry-swedroe, He also writes for IndexUniverse.com http://www.indexuniverse.com/sections/index-investor-corner.html and you can follow him on Twitter (http://twitter.com/larryswedroe).
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc. Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client. Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
Ph.D. economics and Finance MBA finance
Globe Institute of Technology
Professor – Economics and Finance, Chair of Business Department
Colorado Technical University
Adjunct Professor – courses: Applied Managerial Finance (Graduate Level), Microeconomics, International Finance
European School Of Economics (New York Campus)
Adjunct Professor – Economics (Graduate Level) Courses taught: Microeconomics
Metropolitan College of New York
Adjunct Professor – Economics, Banking and Finance
Courses taught: History of Economic Thought, Macroeconomics, Money and Financial Institutions
World Gold Council
New York, NY
• Constructed econometric models relating to gold's role as a portfolio diversifier primarily aimed at institutional investors.
• Focused on models of the embedded optionality of gold in terms of its relation to other investment assets and economic fundamentals such as inflation and business conditions.
Founder and President, Internet Startup company with polling and investment advice websites.
Fundamental Portfolio Advisors, Inc.
Chief Portfolio Strategist – President
• At the predecessor company I started the New York Muni Fund, the first single state triple tax-free municipal bond fund.
• I took the fund from a one-employee start-up where I performed every function to a family of mutual funds which had five funds with total assets above $300 million and which did all of its distribution, accounting and transfer in-house.
• I wrote the initial prospectus and was responsible for managing the portfolios of what eventually grew to be a family of 5 mutual funds.
• Was chief economist for parent company’s brokerage affiliate.
• Involved on the buy-side in the development and monitoring of various structured municipal finance products. Worked with major issuers such as New York City and major investment banks such as Merrill Lynch and Goldman Sachs.
• Designed and submitted a U.S. Patent Application for a portfolio management system for mutual funds involving derivatives.
Note: In 1996 Fundamental Portfolio Advisors and myself were subject to civil litigation by the SEC which resulted in deregistration and a permanent bar from the securities industry.
A. Gary Shilling & Co.
Senior Economist – Vice President
Economic consulting, modeling and forecasting. Both macro and micro.
• Clients included: Emerson Electric, Bethlehem Steel, Castle & Cooke, Cooper Industries and the U.S. Department of Transportation.
• I was the author of the 1979 study commissioned by the U.S. Government Interstate Commerce Commission, which calculated the expected economic impact of trucking deregulation.
White, Weld & Co, Inc.
• White, Weld was the sixth largest investment banking and brokerage firm when Merrill Lynch bought it.
• Extensive work was done on the All-American Pipeline Proposal to tap the Alaskan Gas Reserves.
• The economics department of White, Weld formed A. Gary Shilling & Co. at the time of the Merrill Lynch merger.
American Stock Exchange
New York University
June 1978 Ph.D.
• Ph.D. dual field, economics and finance.
• Doctoral dissertation was in contingency claims (options) theory
June 1973 MBA with concentration in economics and finance
NYU Engineering School
June 1971 Bachelor of Science - Nuclear Engineering Tau Beta Pi
Analysis of the Embedded Inflation Optionality in Gold Prices. World Gold Council, 2000. New York, N.Y.
The Economic Impact of Trucking Deregulation. Interstate Commerce Commission, 1979, Washington D.C.
I am an early career scientific researcher who has taken a strong interest in investing, both for achieving my personal financial goals as well as serving as an alternative conduit where critical and logical thinking are rewarded. I write articles to share ideas, refine my own thinking and invite discussion from the astute readership of Seeking Alpha.
For a better Seeking Alpha experience on your phone, please consider viewing the website on your browser (request desktop site for full functionality) instead of through the Seeking Alpha app.
Within the academic field, I have a career total of 87 articles and 5 book chapters, 2,600 total citations and an h-index of 31 (metrics from Google Scholar).
MLPData is the leading site dedicated to providing investors with greater transparency into the full universe of Master Limited Partnerships and fund products. Our belief is that Master Limited Partnership's offer a very unique investment opportunity in light of the transformation of the North American Energy Landscape coupled with the unique tax considerations associated with distributions.
We are an independent and privately owned firm, launched by an entrepreneurial team with decades of experience in providing financial content and investment management services. Our objective is to expand the knowledge and investor interest in Master Limited Partnerships that are publicly traded, and the associated investment products such as Closed End Funds, Exchange Traded Notes and Funds and Mutual Funds.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I am a retail investor that gathers, processes and analyzes significantly more data than average. I share that data in my articles. I let the data do the talking. I am only taking dictation as the data tells its message.
Elliott Gue knows energy. Since earning his bachelor’s and master’s degrees from the University of London, Elliott has dedicated himself to learning the ins and outs of this dynamic sector, scouring trade magazines, attending industry conferences, touring facilities and meeting with management teams.
For seven years, Elliott Gue shared his expertise and stock-picking abilities with individual investors through a highly regarded, energy-focused research publication. Elliott Gue’s knowledge of the sector and prescient investment calls prompted the official program of the 2008 G-8 Summit in Tokyo to call him “the world’s leading energy strategist.”
He has also appeared on CNBC and Bloomberg TV and has been quoted in a number of major publications, including Barron’s, Forbes and the Washington Post.
In October 2012, Elliott Gue launched the Energy & Income Advisor (www.EnergyandIncomeAdvisor.com), a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
The masthead may have changed, but subscribers can expect the same in-depth analysis and rational assessments of investment opportunities in the energy sector.
PRIMARY OBJECTIVE: ... Income Replacement!
Escape velocity is the speed that an object needs to be traveling to break free of the planet's gravitational pull and leave it without further propulsion.
This portfolio is looking for the point where the income being generated can allow the holder of this portfolio to escape the gravitational pull of the market and economic forces of worrying about share prices.
The objective is to generate enough income from assets that the only selling of shares will become an option, not a necessity to survive. Therefore, with enough income being generated, it minimizes the fear of meaningful market corrections as dividends are based on the number of shares owned, not the share price.
Jeff Paul has been investing since his teen years, though his professional career has been in software engineering and education. His math classes participated in online stock market challenges, providing an opportunity to share his enthusiasm for investing with his students and the chance for them to learn the fundamentals and try to identify the next big stock (they found Google). He recently completed an MBA at Portland State University with a focus on finance, and is currently a Senior Investment Analyst at a wealth management firm.
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios.
My curent portfolio is available here:
I believe that everyone needs a portfolio business plan.
Here's a copy of ours:: http://seekingalpha.com/article/2426965-our-retirement-portfolio-business-plan-legacy-edition-part-two
A list of Dividend Growth Safety Superstars for the past decade is available here: http://seekingalpha.com/article/2255863-a-review-of-the-dividend-safety-superstars
I am a retired global analyst, currently busy in investing and writing articles about stocks at several investing publications and websites. I have also developed strategies for creating winning portfolios according to specific formulas.
In January 2015, I was ranked among the world’s top 10 financial bloggers according to TipRanks, which holds financial experts accountable for their recommendations by disclosing their stock ratings since 2009:
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.