I'm an individual investor and trader. I'm currently retired. My professional work experience has been in commercial real estate, working for a major supermarket company and for an urban development corporation. Bear_Mkt is my pseudonym -- bear seems to be my usual investing view. Don't take anything I write as a recommendation to buy, sell or hold any security, investment product or commodity. I'm just a writer and thinker. Worse, I'm neither good-looking nor very smart. No one in New York would ever ask me where Sixth Avenue is. I'm that bad. So do your own research and your own due diligence.
I am currently an individual investor with focus on event-driven trading and long-short opportunities. I graduated Emory University in 2009 and am also a finance Phd dropout from UCLA Anderson. I could be reached at email@example.com
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, and perceived sustainability. While the past may be instructive, Aloisi doesn't see it as necessarily predictive. Times change and investors of all kinds must adapt.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi was recently elected to a 4-year term on his local school board, garnering the most votes out of 6 candidates.
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.
My name is Ted Leach. I'm a 65-year-old investor focused on dividends in a Retirement Income Portfolio. I'm not yet in the distribution phase of retirement. After serving as a pastor for 40 years, I'm in a second career and I have two part-time jobs. As Director of Community & Property Care, I'm part of a management team that oversees 123 residential retirement units in multiple locations for a non-profit organization. I also serve a large congregation as a part-time associate pastor.
I've been a member of the National Association of Investment Clubs (NAIC) since 1982, which now operates as BetterInvesting.org. For many years as a volunteer I helped lead workshops to teach tools developed by NAIC to educate investors about how to do basic fundamental stock analysis. I continue to have a strong interest in investor education.
NAIC's historic "four principles" have been very helpful to me:
1) invest regularly throughout your lifetime;
2) invest in growth companies;
3) reinvest earnings and profits;
4) diversify by industry and size.
Bill Bengen's "4% Rule" concept inspired me to set a goal to create a retirement income portfolio of individual dividend growth stocks as a way to tap only dividend income from the portfolio as long as possible rather than selling assets.
Here is my current 25-stock portfolio:
- 5 stocks each with a 5.2% target allocation: JNJ, XOM, MSFT, PG, MMM
- 5 stocks each with a 4.4% target allocation: WMT, MRK, IBM, CMI, GPC
- 5 stocks each with a 3.6% target allocation: EMR, SO, WEC, CNP, HCP
- 5 stocks each with a 3.0% target allocation: PEP, T, O, EPD, WPC
- 5 stocks each with a 2.4% target allocation: UNP, NNN, STAG, MAIN, EVA.
Helpful mentors and colleagues include:
- Charles Allmon, former columnist for Better Investing, taught me to look for growth stocks
- Ben Graham's The Intelligent Investor taught me the importance of intrinsic value
- Peter Lynch instilled confidence that the average citizen can win in the stock market
- Louis Rukeyser demonstrated how to ask probing questions about market conditions
- Brad Thomas introduced me to a host of real estate investment trusts
- Bob Wells' analytical discipline keeps me focused on dividend growth
- Lowell Miller's The Single Best Investment helped me focus on quality and safety
- David Van Knapp's holistic style of portfolio building helps me see the big picture
- David Fish and Factoids inspire me to keep digging for data
- Chowder reminds me that each buy is the purchase of a business
- BDC Buzz has helped me sift through business development companies
- Tom Konrad opened my mind to alternative energy investments
- George Fisher is a helpful "lookout" scanning the horizon for utility opportunities
- The Seeking Alpha community--both veterans and young contributors.
During the IPO season Francis Gaskins, editor of IPOdesktop.com & director of research for Equities.com, regularly appears on CNBC TV, Bloomberg, thestreet.com & other financial cable channels. On the day of the Visa IPO he appeared on four cable TV financial shows including Bloomberg & CNBC.
Over the past five years he has been quoted over 500 times by such financial media as the Wall Street Journal, Bloomberg, Reuters, Associated Press, USA Today among others. Those quotes are available at IPOdesktop.com.
His varied personal interests include violin playing. For example, he is concertmaster of the Palisades Symphony. He also holds an MBA from Harvard Business School (finance) and an AB from Princeton University (economics).
Tom Konrad, PhD., CFA is a financial analyst, freelance writer, and portfolio manager specializing in renewable energy and energy efficiency. He is currently looking for a money management firm to sponsor what he believes would be the first dividend income oriented green mutual fund, based on a strategy he has been managing since December 2013.
. He is Editor at AltEnergyStocks.com.
Tom lives in New York's lower Hudson River Valley. He volunteers for the environmental nonprofit community, runs, and is a woodworker. He's currently using those woodworking skills to renovate (and upgrade the energy performance) of the 1930 farmhouse he lives in with his wife.
He can be reached at tom at tom konrad dot com.
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QTR's ARTICLES ARE BOUND BY SA'S CONTRIBUTOR POLICY IN ADDITION TO THIS ENTIRE LENGTHY, YET EXTREMELY PERTINENT ADD ON DISCLOSURE, WHICH SERVES AS BOTH A STANDALONE DISCLOSURE AND AN AMENDMENT TO ANY AND ALL DISCLOSURES ALREADY PRESIDING OVER SEEKING ALPHA:
Quoth the Raven's ("QTR") articles are the sole product of QTR and his personal, individual opinions. These articles are not associated with, in any way, the opinions, strategies, or works of QTR's employer, associates, or entities in any way otherwise related to QTR.
(i.e. This are solely my personal thoughts and opinions)
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QTR makes no representations, and specifically disclaims all warranties, express, implied, or statutory, regarding the accuracy, timeliness, or completeness of any material contained in this site. Again, you should seek the advice of your personal financial adviser or a security professional regarding your stock transactions.
QTR does not, in any way, guarantee that he is providing all of the information that may be available on any topic written. QTR recommends, again, that you do your own due diligence and consult a registered financial adviser before buying or selling any security.
QTR most always holds a position in any of the securities profiled in his pieces and he constructs his SA disclosures in accordance with SA's Contributor Policy, to the best of his knowledge in order to maintain transparency and also to uphold and respect pertinent securities laws. QTR may or may not report when a position is initiated or covered. Each investor must make that decision based on his/her judgment of the market.
I am not a stockbroker or financial adviser. I am a casual investor making casual observations for the purpose of discussion and open communication and analysis of companies and stocks. All articles are my opinion only and are not suggestions to buy or sell any equity, bond, option or other financial instrument. QTR may have long or short positions in any tickers mentioned at any time and reserves the right to open, close, or modify positions at all time without notice. My conclusions are the result of my personal due diligence and have been wrong in the past. There are tons of unqualified people out there offering up financial advice and its your responsibility to sort through the BS. You don't hit the button to fill my orders and I don't hit yours, so no whining or praising over stocks covered by me.
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In investing, I have a heavy focus on reinsurance companies, and I enjoy learning how to value their investment portfolio and underwriting ability, taking inspiration from the reinsurance companies that Warren Buffett used to help build Berkshire Hathaway's investing empire. The other focused sector that I study is deepwater offshore petroleum drilling.
Doug K. Le Du is a preferred stock researcher, author of the book titled Preferred Stock Investing, syndicated writer and publisher of three monthly preferred stock newsletters.
Doug has been studying the preferred stock marketplace since 2002. In 2006 he published the first edition of Preferred Stock Investing which has been updated and re-published regularly since then.
Preferred Stock Investing teaches risk-averse investors how to screen, buy and sell the highest quality preferred stocks. The book lists all qualifying preferred stocks that have been issued since January 2001.
The ten selection criteria from Preferred Stock Investing filtered out the 57 preferred stocks from the big banks that would be claimed by the Global Credit Crisis and let pass the 13 issues from the big banks that were saved by acquisition. In 70 out of 70 cases, a 100% success rate for almost two years running, the preferred stock selection criteria found in Preferred Stock Investing protected preferred stock investors.
As a researcher, Doug researches the market price behavior of the highest quality preferred stocks and writes to you about trends and opportunities. His premium subscription service (described at www.PreferredStockInvesting.com) providers subscribers with email alerts of new preferred stock issues, access to his preferred stock catalogs and HotLists, a monthly newsletter just for premium subscribers and much more.
Doug's academic background is in economics and statistics. Doug retired from his position as Managing Director at one of the world's largest management consulting firms in 2002 to focus on preferred stock research. Doug does not sell preferred stocks nor is he a stock broker or financial adviser.
DividendInvestr is a start-up finance website focusing on dividend stocks, fund holdings, and investing gurus. The site is edited by Serkan Unal who has been in financial markets for more than 10 years. Serkan has an engineering degree with a strong quantitative background.
Welcome to my author's site.
I hope you find my articles interesting and informative.
A man-with-a-plan, I am utilizing knowledge gained from my business degree 25+ years in the business world and a similar number of years of investing experience, to manage my investments.
I have created and maintain a stable and growing portfolio of individual US listed dividend growth stocks, over 30% of which are non-US based but headquartered in Canada, Great Briton, the Netherlands and Australia.
I believe that asset allocation is the primary decision an investor must make considering his objectives, time frame and risk tolerance. I am fully invested and 90% of that is in stock.
I believe that the small individual investor is often best served by low cost index funds. Stock picking, attempted market timing and frequent trading usually work to the disadvantage of the average small investor. However, you may define small as you like and nothing prevents any investor from emulating the market greats of our time such as Warren Buffett or Peter Lynch. Greater rewards can be obtained by buying and holding individual securities if one has background, the interest, the time and the disciplne to do so in an effective way.
There are many ways to make money in the stock and bond markets. My approach to is to take ownership positions in successful large cap companies and hold them a number of years. Dividend Growth Investing is a conservative approach which involves lower than average risks and higher than average rewards.
My writing experience began when I was a senior in high school. I was a local stringer for Maine's largest newspaper and covered school and amatuer sports. Concurrent with a successful career in the business world I wrote magazine articles, journal articles, short fiction, poetry and a devotional book.
A long time student of security markets I immensely enjoy the opportunity to write for Seeking Alpha, which is a very high quality well run organization with excellent editorial support. It is also possibly the best business forum on the internet and I am proud to be a part of it.
Most of my articles focus on several topics:
Income Portfolio Strategy
Canadian Banks and Telecoms
Best regards and good luck!
-- Bob J
Retired Timber Company executive with experience in both the Southeast and the Northwest. I have worked for timber companies in Alabama, Georgia, North Carolina, South Carolina, and Washington state. I have experience in timber management, wood procurement, timberland acquisitions and dispositions, and timberland consulting.
I hold a B.S. in Accounting.
"[T]he function of the margin-of-safety is, in essence, that of rendering unnecessary an accurate estimate of the future. If the margin is a large one, then it is enough to assume that future earnings will not fall far below those of the past in order for an investor to feel sufficiently protected against the vicissitudes of time."
"Needless to say, the analyst must take possible future changes into account, but his primary aim is not so much to profit from them as to guard against them. Broadly speaking, he views the future as a hazard which his conclusions must encounter rather than as the source of his vindication."
"[F]inding the really outstanding companies and staying with them through all fluctuations of a gyrating market proved far more profitable to far more people than did the more colorful practice of trying to buy them cheap and sell them dear…These opportunities did not require purchasing on a particular day at the bottom of a great panic."
Old school investment analysis by 30 year stock market veteran Stan Barton.
The past editor of STOCK ACTION advisory letter and past coordinator of the MENSA investment group is now helping successful people develop and preserve their legacy at Barton Legacy Advisor, LLC.
For a free consultation contact him at www.bartonla.com
Editor for The Biotech Forum, the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade.
Please go to biotechforumsa.com for more on the Biotech Forum service available through SeekingAlpha. For Free Investment Reports on a variety of topics go to bretjenseninvests.com
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.
Efsinvestment.com website offers simple do-it-yourself type of investment ideas. You can download excel files that can easily calculate the Fair Value of a stock, along with O-Metrix score and Margin of Safety.
Investment philosophy is to first determine the maximum loss, and invest accordingly. Like many value investors, we prefer to invest in stocks with the highest dividend yields, and highest EPS growth potentials. Telecommunication and energy stocks in emerging markets are among the favorites.
Seeking Alpha offers a great opportunity to become a part of a strong finance network. Based on extensive quantitative analysis, in any market, going short is risky. Statistical analysis shows that technical indicators work only if they are strong enough to convince the majority of the investors. Do not buy a stock at the top, do not sell a stock at the dip.
RetailSails is a New York based research and consulting firm aiming to be the premier resource for fact-based insight and analysis covering the U.S. retail and consumer goods industries.
Through our sophisticated method of qualitative and quantitative analysis, we are able to provide our clients with a concise, compelling and insightful mosaic of this ever-changing space.
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. In addition, Thomas is co-authoring a book (The Intelligent REIT Investor) that will e published in August 2016.
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.
Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also CEO of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years. Mr. Lydon serves on the Board of Directors for U.S. Global Investors, Inc. and Guggenheim Investments. In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios. Mr. Lydon is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor. He is Co-Founder of Virtual Summits, educational virtual events for financial advisors.
Visit his site: ETF Trends (http://www.etftrends.com/)
The ETF Virtual Summit is the largest exchange traded fund (ETF) investment conference in the world. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the ETF industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.ETFVirtual.com.
The Alts Virtual Summit is the leading Alternative Investment conference for financial advisors. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the Alternative Investment industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.AltsVirtual.com.
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
Any article created here is for informational and educational purposes only and shall not be construed to constitute investment advice. Nothing contained within an article, comment, or posting shall constitute a solicitation, recommendation or endorsement to buy or sell any security.
Brad Case, Ph.D., CAIA is Vice President, Research & Industry Information for NAREIT, the National Association of Real Estate Investment Trusts (www.reit.com). Dr. Case has been researching commercial and residential real estate markets for more than 21 years and has published articles in top-quality academic journals as well as investment and industry publications such as Research magazine, Registered Rep, On Wall Street, Benefits & Compensation Digest, BNA Real Estate Law & Industry Report, and REIT: Real Estate Investment Today. Prior to joining NAREIT he served as an economist on the staff of the Federal Reserve Board in Washington, where he developed proposals to strengthen regulation of mortgage lending and credit risk.
Dr. Case earned degrees from Williams College, the University of California at Berkeley, and Yale University, where he worked with Bob Shiller. He has completed Levels 1 and 2 of the Chartered Financial Analyst (CFA) examination process and is registered for Level 3 in June 2011.
Joe Eqcome is the pen name of Robert A. Frank, CFA, a Wall Street executive who has spent over 30 years as an investment professional. Mr. Frank is the founder of GrowthIncome Research & Management, LLC.
GrowthIncome Research & Management, LLC’s business mission is focused on generating supplemental retirement income through investment in regulated investment companies (“RIC’s” or “investment companies”) whereby the Firm can maximize investment income for its clients by virtue of the RIC’s conduit status.
RIC's include closed-end funds (CEF’s), open-end funds (mutual funds) and exchange traded funds (ETF’s). Other non-RIC, conduit vehicles include real estate investment trusts (REIT’s) and Master Limited Partnerships (MLP’s). Particular emphasis is placed on CEFs given their under-research and inefficient valuations.
Mr. Frank, a chartered financial analyst (CFA), spent his first 20 years in the investment business as a real estate research analyst for the investment banking firm of Alex Brown & Sons, Inc., (later sold to Deutsche Bank) where he was a managing director and group head of the real estate securities researched division.
Mr. Frank was later an executive vice-president, director of equity research and co-head of capital markets at Legg Mason, Inc. Mr. Frank founded Intellectual Capital Markets, Inc., a financial services firm in which he sold his interest; he also served as a real estate investment banker at a regional investment banking firm.
Mr. Frank has been a former "Institutional Investor" All-Star Analyst for multiple years, a featured interviewee for Barron's Magazine multiple times, a guest on Wall $treet Week and Bloomberg TV, former governor of the National Association of Real Estate Investment Trusts (“NAREIT”), charter member of the Berman Institute at the Johns Hopkins University, former Trustee of the University of Baltimore, former Trustee at Friends School of Baltimore, former director of Mid-Atlantic Realty Trust (sold to Kimco Realty Trust, Inc.), recipient of the “Life-Time Achievement Award” by the National Association of Real Estate Investment Trusts and the American Real Estate Society's "Award of Merit".
Kerrisdale Capital is a private investment manager that focuses on value and special situations investments. We manage investment partnerships and separately managed accounts.
Saj Karsan founded an investment and research firm that is based on the principles of value investing. He has an MBA from the Richard Ivey School of Business, has completed all three CFA exams, and has an engineering degree from McGill University. Visit his blog, Barel Karsan (http://barelkarsan.com/).
Kapitall is the online finance platform for the next generation, where investing is as easy as drag, drop and trade. With an intuitive and playful user experience, Kapitall offers tools that make it easy to build virtual and real brokerage portfolios, share ideas and research stocks and funds.
Zach Scheidt is the editor of Lifetime Income Report and Income on Demand — investment advisories dedicated to finding Wall Street’s best yields. He brings to the table impeccable investment management experience and a solid record of identifying oversized payout opportunities.
Zach previously edited Income & Dividend Report, which was also dedicated to finding great stocks paying high dividends, and Accelerated Income, an advisory that focused on earning income using covered calls.
He started his career as a cost accountant for SunTrust bank, before he left for a more exciting career as an analyst for an Atlanta-based investment advisory. The company catered to wealthy clients with a minimum account balance of $1 million. It also ran two hedge funds with combined assets above $100 million. Zach was personally responsible for $20 million of the firm’s money, as well as $20 million in individual client accounts.
Zach graduated with honors from Lee University, a small private university in Cleveland, Tennessee. Upon entering the investment business, Zachary simultaneously worked full-time as an analyst and portfolio manager, and earned his MBA at Georgia State University.
When he is not scouring Wall Street for ultra-high dividends, Zach enjoys running and spending time with his wife and seven children.
David Hunkar (pseudonym) holds a Masters Degree in Finance and Economics. He is a part-time consultant for a financial consulting firm where he manages portfolios for manages portfolios for self and family. He has been an investor for the past ten years. David focuses on foreign stocks trading in the US markets including the OTC market. He concentrates on high dividend yield and dividend growth stocks. ETFs are his another favorite investment vehicle. In addition to his contributions here at Seeking Alpha, you can also visit him at his blog www.topforeignstocks.com