Specialize in the investment in and trading of "deep-value" high-yield securities, including debt, preferred shares, common shares, put/call options, and ETF's, for my own and family accounts only. Have over seventeen years experience personally directing our personal and family accounts on a mostly full-time basis. Was previously an international-business executive, general manager and entrepreneur in the medical-technology industry. Also provided consulting, related to general management, new-venture formation and acquisition of venture capital. Education: Brown University, School of Engineering (Sc. B. '71); University of Virginia, Darden School of Business Administration (MBA '73). Present Home: Sarasota, FL Previous Homes: New York City, Mountain View, CA Hometown: Baltimore, MD
I participated in the creation of financial derivatives, beginning with the introduction of Eurodollar and Standard and Poors futures at the CME, and including the secondary market trading of OTC swaps. I have established and managed trading desks in these instruments and managed MHT Futures, Inc., one of the first bank subsidiaries to clear futures. Today I teach and write about the need for market-based innovation in these seriously flawed markets.
I have a graduate degree in economics and have been doing financial analysis, business cases, marketing for 25 years in the telcomm and government contracting industries. I've been actively investing in stocks for ~ 25 years..
I managed large box retail stores for 30 years. I then retired from retail, studied for several years and opened a financial services firm. I was a registered representative for ten years and recently sold my financial services business. Core holdings: EPD, MMP, APTS, BIP, BEP, BX, CINR, CNNX, COR, EVA, NRCIB, DLR, DPM, CELG, AMGN, HTGC, JNJ, LMT, MAIN, MHLD, NEWT, NRZ, OHI, OKS, OTCM, PFLT, PSXP, RTN, UNP, OAK, RTN, SIR, SXL, SRLP, TEP, UTX, WPC, MPW, numerous preferred stocks and BIF. As a former Registered Rep, I now own zero mutual funds after seeing how they were destroyed in 2008.
Late 30's investor trying to adopt the dividend growth strategy. I have made some poor decisions in the past like not staying completely invested. I am currently almost all cash and would like to slowly invest my way back into the market. I am tracking my progress of my real portfolio at our blog
An income investor whose goal is to generate and grow investment income for financial freedom by investing in high-yield income-producing vehicles. Income sustainability and compounding over time is my main focus.
I began redeploying assets from mutual funds and cash into Dividend Growth stocks in Fall 2013. Current positions: Consumer Staples: KO,PM,PG,PEP,UL,GIS,CLX,DEO,MO Energy: CVX,XOM,ESV Telecomm: T,VZ, Consumer Discretionary: MCD,TGT,ROST Healthcare: JNJ,GSK,GILD,ABBV,AMGN Industrials: LMT,GE,DE,TGH,EMR,CMI,ETN,BA,UPS Tech: AAPL,CSCO,IBM,QCOM Real Estate: O,OHI,HCN,VTR Utilities: SO,AVA,DUK,WEC,D,NGG T Materials: BBL Financials: WFC
Self-directed private investor. Formerly a executive in a public company with a background in finance. My focus is dividend growth investing and the purpose is to create and maintain a growing cash flow to pay my living expenses.