My name is Mike McNeil and I’m the author of The Dividend Guy Blog along with the owner and portfolio manager over at Dividend Stocks Rock. I earned my bachelor degree in finance-marketing, own a CFP title along with an MBA in financial services. Besides being a passionate investor, I’m also happily married with three beautiful children.
I started my online venture to educate people about investing and to be able to spend more time with my family.
I used to struggle with the same issues millions of small investors deal with on a daily basis. Which stocks to buy? When to sell them? How to find the time to manage my portfolio? How to diversify? I wasn’t into dividend investing until I looked in depth at my portfolio returns and realized I was having difficulty keeping up with the market.
The root of the problem was a very poorly built portfolio that lacked structure and the components required to build a sturdy base. I made good money from the stock market but I was taking unnecessary risk to achieve my investing goals.
From that point on, I was determined to create a portfolio strategy that would allow me to benefit from dividend growth stocks as a solid foundation. Since then, I manage my portfolio with a stress free method that enables me to cash out dividend payments even when the market goes sour.
Just a guy with an interest in the stock market. Trying to find good companies with good yields so I can retire.
I am long:
Energy: CVX COP XOM
Finance: JPM AFL MA V
Industrials: BA GE MMM
Teleco: T VZ
Consumer goods: MO PM KO PG GIS PEP
Consumer Discretionary: LUV SBUX
Tech: MSFT APPL CSCo
Health: ABBV JNJ CVS GILD
REITs: O VTR
Shudeep Chandrasekhar is a business consultant by profession and a musician by passion. With extensive experience in senior management, he has a thorough understanding of the internal workings of various types of businesses and what makes them tick. A keen student of the human mind and its potential, Shudeep constantly strives to understand the decision-making processes that underline every major business move. An enthusiastic traveller, Shudeep has lived and worked in more than a dozen countries including the United States, the United Kingdom, the Netherlands, Japan, Oman and many more. He is a truly global personality and currently lives in the bustling coastal city of Chennai, India - his birthplace.
Follow me on Twitter: @NewConstructs
David is CEO of New Constructs (www.newconstructs.com), an independent research firm that leverages proprietary technology to find key insights from the Financial Footnotes of 10Ks and 10Qs. Having analyzed over 70,000 annual reports and their Financial Footnotes, New Constructs helps protect clients from the red flags/unknowns in SEC filings.
David is a distinguished investment strategist and corporate finance expert. He is a member of FASB's Investors Advisory Committee, and he is author of the Chapter “Modern Tools for Valuation” in The Valuation Handbook (Wiley Finance 2010).
David's insights into the markets and his stock picks have been popular with a wide variety of media outlets.
Ted Waller is a private investor who bought his first stock at age 13 (GTE) and has over 50 years of investing experience. His focus is on deep value and low risk. Acquiring wealth is a slow incremental process that requires setting goals, adherence to principles, patience, and flexibility.
I am a 29 year old father of three, active duty US Marine. I began investing with my retirement in mind and mostly focus on reliable dividend paying companies. I enjoy writing for Seeking Alpha to share my ideas and create discussions with fellow investors. I firmly believe that investing should be made more approachable to the masses and strive to keep my articles simple yet informative. Being on a "fixed" but stable income and lone "breadwinner" in the house creates interesting dynamics and greatly impacts my investing approach. I currently hold in no particular order:
PFE, CMI, AAPL, RTN, BAESY, NKE, UA, DIS, CSX, EMR, F, O, MO, UL, SBUX, EML, CGNX, HRC, DOW, XOM, T, VOD, CSCO, SYF, ORI, GLW, TATT, KTOS, JOUT, GLBL.
I like writing about all sorts of companies in all sorts of sectors. Recently I've been focusing my writing and even investing dollars on micro/small cap defense facing companies. I will always try to keep it simple and understandable, please hit "Follow" if you would like to read my articles in the future.
DISCLAIMER: I am not an investing professional. As a result anything that I write should not be taken as investment advice as it is my personal opinion at the time. In addition, I am not your fiduciary nor do I understand your personal financial situation. Please perform your own due diligence on any potential investment decisions.
I am the investment manager for Darkravenwind LLC, a small software development consulting firm. 20% of our pre-tax revenue is my responsibility to invest and grow. I also help moderate the "Value Investing" group on Facebook. My hobbies include fighting the Fed, martial arts, and old video games.
I have been using value investing techniques as first described by Benjamin Graham since approximately 2006. I was wasting my life up to that point. My specialty, over and above corporate valuation, is analyzing people. Human behavior is remarkably consistent and can lead to huge gains when you understand what motivates them.
In my own portfolio I have a diversified income focus with a preference for long term earnings and dividend growth. When a good opportunity comes along, I'll focus a large percentage of assets into that single holding. I'm also maintaining an income portfolio with a little over 180 high yielding companies as a bit of an experiment.
I have been mostly self taught, but I am also working on obtaining a finance degree. Quadrupled my money in the 2008 crash, by 2012 my total portfolio was over 50,000% higher than when I had first started.
I was a previous employee at Countrywide Financial Corp., and was present during the mortgage meltdown. I saw firsthand how the company was falling apart from the inside while management continued to believe the organization could be rescued. I have made bond analysis and studying the effects of inflation an additional specialty of mine.
Market direction is irrelevant. I look for value. Profitable companies that are low or even fairly priced, so long as the results are dependable. Intrinsic value is subjective, but earnings power matters. The current dividend yield, and the number of competitors are strong factors in my decisions. I am absolutely fearless of the future and do not make political views a part of my investment process.
I additionally make frequent updates to a blog maintainted at WhoTrades called "Brand Power", you can read and subscribe to it at bandpower.whotrades.com. Live trading data on my purchases should be available at some point in the near future.
I had 2 rewarding careers, but I am now retired: Automobile Business and Investment Advisor I retired on 3/4/2013 as the Business Development Manager for the Penske Motor Group in Southern California. Previously held Series 7 and worked at Morgan Stanley as VP (Retired 2001) I started with the firm when they were still Dean Witter- before they merged with Morgan Stanley, in Newport Beach, California. I have 13 large stock positions, that I have accumulated over the years in a taxable trust account and a 401K rollover account with about 12 positions, including ETF's, ETN's. I started investing in my early twenties and rarely sell a position, but do sell covered calls and cash-secured puts when the premiums are attractive. Over the years I have had only a few positions called away and like to only invest in companies that are "best of breed" and that I am willing to hold through all the noise and market fluctuations. Retired and living in Las Vegas and spending my children's inheritance and learning how to play draw poker with my fun money. I did a "Bucket List" in 2008, putting 44,000 miles on my Prius and traveling to 5 countries. I did my 2nd " Bucket List 2.0 " on 9/14/15, with travel to 5 different European countries and Russia. Finished this portion of my list and am planning the next leg...to southeast Asia in the Fall of 2016, spending a month in Vietnam, Cambodia, Thailand and Singapore. When I retired in 2013, I put enough cash into my taxable trust account, to cover expenses for 5 years, when I will turn 65 and be able to join Medicare and will start taking withdrawals from my IRA rollover accounts. By doing this, I have minimal income now and qualify for the lowest Obamacare insurance. My monthly premium is $57 (2016) and I have a yearly out of pocket of $500. I am grateful to the SA article that suggested this strategy to me. I use Seeking Alpha articles and comments to get new ideas or to look at companies through a different set of glasses. I never make investment decisions based on one person's advice or one article, in this or any forum. I tend to invest in companies that I use and like their services. Sometimes, these turn into home runs and sometimes they don't. I starting using Netflix and Priceline back in 2004...I wish I had purchased more than 500 shares of each. I still use their services and own the stocks: although they have both split 6-1 and 7-1 since 2004 and don't put off any income.
Investing for 20 years, emphasizing stock picking for the last ten. Long-only, driven by valuation relative to risk and growth prospects. My contrarian approach works well during periods of volatility, typically trailing market returns during bull runs.
I am an essayist who writes primarily about Burkean conservatism, capitalism, and the concept of durable independence. I specialize in investment theory, Iowa politics, education, and family travel. My interests range from home and furniture restoration, to scuba diving, cycling, camping, and gardening. I also like to write about connections I see between literature, philosophy, art, history, and current affairs. I hold a master’s degree in politics from Iowa State University, graduated magna cum laude and was the recipient of Iowa State’s graduate research award in in 2015.
I have worked as a teaching assistant (ISU), a fiction writer (Losing Latitude, Symptoms of a Broken Heart), a political blogger (Des Moines Examiner), a hospitality auditor (Hilton), a publisher (Remarco Publishing), a vending machine repair man, an antique furniture restorer, and a swimming instructor. As an undergraduate, I worked full-time overnights at a gas station to pay for school. For the last six years, my primary job has been as a stay-at-home dad to two children ages six and four.
I am currently working on a book about the definition of conservatism and the value of durable independence, as well as laying the groundwork for a non-profit that focuses on land conservation and utilization in Iowa. In 2016 (when my youngest starts school) I’ll be looking for teaching opportunities in central Iowa or administrative work in higher education.
I like to take a long-term approach, and have a bias to quality stocks. Love finding and writing about wide moat underlying businesses, with some general investing strategy thrown in too. I also blog about stocks and general long term investing ideas which you can check out below:
BSEE The Cooper Union, school of engineering 1966
Engineering manager Harris corp. 23 years
Software development, Grumman Corp. 10 years
Manage my own IRA accounts in retirement for over 23 years with a CAGR of 10.8%
Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.
Russ Koesterich, CFA, JD, Managing Director and head of Asset Allocation, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He serves as a member of BlackRock's Americas Executive Committee.
Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, Mr. Koesterich was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business. Previously, he served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of two books, including his most recent "The Ten Trillion Dollar Gamble."
Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. He is a CFA Charterholder.
I have taken a large amount of coursework, both graduate and undergraduate, in economics, machine learning, mathematics, and statistics, culminating in a PhD in Statistics from Carnegie Mellon University.
Currently, I'm a statistics professor at a large, state university (I'll leave it up to you to sleuth it out if you are so inclined) and teach mainly statistical machine learning at mainly the graduate level. Additionally, I research macroeconomic forecasting and using automated algorithms to analyze very large data sets.
Outside of researching and teaching, I spend a substantial amount of time reading and thinking about investing, accounting, and finance and I thoroughly enjoy both writing and read articles here on SA.
I use value investing methods of analysis to search out undervalued companies using a combination of financial analysis and a qualitative assessment of management, industry & company fundamentals and circumstances to evaluate the odds of a successful investment. Emphasis is currently on consumer non-durables with strong brands and market shares, but there is no limit to such investments only. Past investments have included oil companies, consumer retail and consumer durables.
----->Top Idea #1: Zooplus, publ. Oct. 24th 2014, return since: +116.3%
----->Top Idea #2: Coca-Cola Bottling Co., publ. May 20th 2015, return: +72%
(calculated as of Sept 30th 2015)
I try to generate a couple of high probability ideas (2-3) every year and take very concentrated positions based on those ideas. Over the past 8 years this strategy has generated a 22,87% compounded average return net of all costs and taxes on my investment portfolio, with the strongest returns mostly during the past five years.
Current sectors under coverage by me at Seeking Alpha:
-personal & household goods
Disclaimer: all investment analyses and information written and published by me, as well as all comments, should not be considered as investment advice or used as such. All readers are strongly urged to perform their own research and due diligence on the equity shares and other investment products I have written about. I have no business or any other forms of relationship with the companies featured in my analyses, unless explicitly stated so in the article disclaimer.
I am a Healthcare professional with a special interest for statistics and financials. I have an academic approach to investing, reading articles and research on any topic that catches my interest. After 7 years trading derivatives I have realized it is time to create a long term portfolio for retirement. I have a special interest in quantitative approaches and are applying that methodology to my research into suitable investments for my retirement portfolio.
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.
My 81 stock portfolio is listed here by sector, largest holding by value is listed first.
Consumer Defensive: KO, PM, GIS, MO, TGT, KMB, DEO, PG, PEP, MDLZ, CL, KHC, UL.
Consumer Cyclical: MCD, SBUX, GPC, NKE, HAS, MAT, VFC, HD
Healthcare: JNJ, ABBV, CVS, AMGN, CAH, BDX
Healthcare eREITs : OHI, VTR, HCP, HCN, NHI, CCP.
Energy: XOM, CVX, OXY, VLO,
Tech: AAPL, ADP, CSCO
Tech eREIT: DLR
Industrial: BA, UNP, MMM, CMI, CAT, GWW, NSC, LMT.
Industrial eREIT: STAG
Financial: TROW, MA, V, WFC, MET
Other eReits: WPC, O, XLP, UBA, STWD, SNR (small)
REIT Hotel: CLDT
mREIT: ARI (very very small position) and NRZ (also small)
BDCs: MAIN, PNNT, HTGC, ARCC, NEWT (small)
Telecom: VZ and T
Utility: SO, XEL, WEC, D, MGEE, DNP, CNP, LNT, FE
DNP is a CEF which predominately holds Utilities.
I had my first passbook account in the 1960s, and lost money in the 1987 crash. Subsequently, I have run investor chat rooms and an investing blog. I also am a published author and write a film animation blog at animatedfilmreviews.filminspector.com.
I bought my first Manhattan property in 1993 and also own property in Colorado. I enjoy investing in real estate and writing about it. I invest in income stocks such as REITs and consider that my area of expertise.
Oh, and I was mentioned in "Scam Dogs And Mo-Mo Mamas: Inside the Wild and Woolly World of Internet Stock Trading" (2000), by Wall Street Journal reporter John R. Emshwiller, a good guy. It's about the bad old dot.com days.
Six-time CEO followed by successful strategy and executive-team-performance-improvement consulting business. Semi-retired (not working full time but serve on 2 corporate Boards) and re-balancing my portfolio to dividend growth. Objective is to get 5% from portfolio every year - 3.5 points from dividends and 1.5 points from capital gains. Prefer higher DGR to higher yield, but need about 3% yield on portfolio. "...research revealed some surprising results. Over any longer period, say five to ten years, the companies with the lowest dividend yields and the highest consistent dividend growth were the top performers." Divs should be from companies whose long term history is raising divs faster than inflation. Therefore, over time the 1.5 points from stock sales should diminish to $ zero. The overall portfolio should have 3 buckets of roughly equal proportion: A. 2 to 3% yielders with high DGR (>10% over at least 10 + years - stocks most often come from Consumer Cyclical, Tech, and Industrial sectors) B. stocks which have a much higher than average dividend yield, say 4 to 6%,combined with dividend growth at 6 to 8%/yr over 5 + years. Portfolio B stocks are mostly filled with Utilities, Telecommunications, REITs, and Energy stocks. C. very undervalued stocks which combine a higher than average dividend yield 3 to 4 % with at least a dgr no less than 6%. These stocks don't come from specific sectors because the reasons for undervaluation are company/industry specific headwinds or uncertainties. % needed from sales equals about 1% of portfolio. Anticipating a 6 to 8%/yr long term increase in portfolio value, not counting divs, I expect portfolio value to increase and therefore provide a necessary cushion to achieving planning objectives. Stock prices follow earnings in the long term. Therefore, stock prices should increase at roughly the DGR and vice versa. So, primary focus should be on estimated 5 and 1 year EPS growth, followed by 10, 5,3 and 1 year DGR histories. Be mostly a buyer of high quality dividend stocks, with solid competitive advantages. My holding period is forever, as long as the dividend is at least maintained. But, I do a thorough review every quarter to see if some stocks can be replaced with higher quality without sacrificing yield. Quality in this case means higher: estimated 5 year EPS growth; 10, 5, 3 and 1 year DGR; better Graham; or lower payout ratio. This review causes a turnover of 1 to 2 stocks per quarter. I Concentrate efforts on stocks which grow earnings and dividends and which provide outstanding total returns over time. For the most part, this means confining choices to the CCC list for security of dividends continuing and growing, and to limit downside swings in portfolio value. Diversify across sectors and geographic locations. Don’t buy illiquid stocks. CCC filters: 1. Est 5 year growth > 8 to 10% 2. NY growth > 8 to 10% 3. 5 yr DGR > 8 % 4. 1 yr DGR > 8% 5. D/E 3%), low payout stocks (
Mark Bern (formerly K202) intends to continue writing solo and has shed other work-related relationships that required anonymity.
CPA since 1990 a CFA charter holder since 2000. He has a bachelors degree in Business Admin. with a concentration in Economics. His experience includes both private and public sector and careers in accounting, financial and market analysis, product development, transportation services and investment management.
Dirk Cotton is a retired executive of America Online (AOL) who loves to spend time with his family, fly fish, shoot sporting clays, attend college baseball games, sail, follow the Wildcats, and write. He currently runs a personal financial planning service, JDC Planning, LLC, in Chapel Hill, NC and blogs about retirement finances at TheRetirementCafe.blogspot.com. Recognizing that the median savings for a family approaching retirement age is less than $100,000 and that half of those households have no retirement savings at all, his writing and practice focus on retirement finances for the “unwealthy,” which is the vast majority of the middle class. Dirk is the author of two books, Retiring When Your 401(k) Fails and Locally Groan, a book about growing up in the South. He holds a bachelors degree from the University of Kentucky in with a topical major in computer science, an MBA from Marymount University and a Certificate in Financial Planning from Boston University.
In my professional life I am a senior equity analyst. In this role I am responsible for analyzing European listed companies and their peers on strategy and financial performance. In addition, I execute research in the field of finance and investing. I am especially interested in (back) testing the risk and rewards of value strategies.
I have completed several Master programs in the field of economics and finance, and I am a Certified European Financial Analyst (CEFA, this is the European equivalent of the CFA). Although I learned a lot and these studies form the basis of my knowledge and skills, many of the subjects were quite theoretical and not of much use for investing in practice (I had to learn the Greek alphabet to grasp all the unnecessary complicated math formulas…).
However, in one program at Columbia Business School (Value Investing) I learned about the simplicity and power of the value approach (invented by Benjamin Graham and further developed by Warren Buffett/Bruce Greenwald). So in my articles I will usually use the value approach to describe what I see as attractive or unattractive investments.
Personally I have been investing in equities for over 15 years and I focus primarily on value stocks that are listed in Europe.
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
I am a personal finance and investing blogger. A software designer by profession, I have a passion for economics, business, finance and investing. My personal financial goals are to generate enough passive income to fund my retirement, and along the journey - share my experiences and help the readers.
Self-taught investor who's passionate about building wealth by investing in companies with strong fundamentals and pay exceptional dividends. I do not participate on Seeking Alpha to sell anything to anyone. I maintain my own blog at http://investmenthunting. My blog has one primary goal: Serve as a step by step history of what I did to achieve financial independence to be shared with my children and grandchildren. On occasion I share my personal posts with the SA community.
Thirty-three year old individual investor building my portfolio towards the goal of retiring with a steady stream of income. Looking for opportunities to learn from others and share my investing endeavors with the SA community.
I'm trying to achieve financial independence, primarily via a dividend income and reinvestment strategy, but leaving some space for high-conviction value plays that can feed new dividend positions, and even allowing for the occasional short-term trade to spice things up.
I have worked extensively in trade and investment promotion, and as a public policy analyst, and this has provided a lot of contextual knowledge that is useful for personal portfolio management.