I am a buy and hold common stock investor. Warren Buffett is definitely my guru. He makes the most sense to me. I began investing in the stock market at age 14 in 1970 with money earned on my paper route. What I have done since 1970 is invest primarily in the Dividend Aristocrats whenever the stock market is relatively low. I have never sold a single share of stock except on the rare occasion when one of my stocks was bought out for cash and I was forced to sell.. I keep all of my stock certificates or direct registration statements in a safe deposit box at the bank. I do not automatically reinvest dividends. I only purchase stocks when I feel that the stock market is relatively low. Brown University, B. A., 1978. Below are the 35 stocks in my portfolio. A,ABBV,ABT,ADP,APH,BR,CDK,CMCSA,CTL,DIS,ELNK,ESRX,FTR,GE,HPE,HPQ,HUBB,JPM,KEYS, JCI,KHC,MDLZ,MDT,MNK,MO,MRK,NOK,PM,PNR,T,TEL,VZ,WMB,WPX,XOM
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
Following an early career in pharmaceuticals, biotech and medtech, I started a seed-stage venture investment and development company, called Convergent Ventures. With three partners and several associates, and over the course of a decade, we created, funded, and managed four start-ups (drug discovery, materials science), based on intellectual property from Caltech and UCLA. Now, I invest for my own account, manage several businesses (consulting, health care delivery), write, and pursue interesting opportunities through which I can apply my knowledge and experience.
I am a published author, having written two books so far (a first and second edition) about starting and building research-based companies based on technology from academic research centers. In addition, I write a blog to share my thoughts, usually, flecked with historical, scientific and literary references, about various topics of interest.
The Stock Market Blueprint was founded by Mitchell Mauer and launched in November 2015. As a private investor and entrepreneur, Mitchell was not satisfied with other online offerings for individual investors and decided to build one himself. His passion for investing began with a desire to create long term wealth beyond his 9-5 job and developed through inspiration from the writings of Benjamin Graham and other great value investors. Mitchell is a contributor for Seeking Alpha and a member of the American Association of Individual Investors (AAII). He and his wife live, work, and play in Salt Lake City, UT.
Been a Landlord in real life for over 15 years, trying to build a Dividend Portfolio that wont call me when something is broke, or not pay rent :) You get the idea... Using Seeking Alpha to learn as much as I can and meet others.
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.
Recent dividend income investor nearing retirement
KO, ABBV, PEP, JNJ, MCD, PG, PM, KMB, UPS, T, VOD, PPL, NLY, AGNC, OHI, DLR, O, NGG, WM, COP, CVX, INTC, WPZ, EEP, PAA, PAGP, BBEP, LNCO, NSC, LMT, RTN, APD, SO, GIS, WMT
Joe Panettieri is a tech media entrepreneur and angel investor. His primary focus is co-founder, executive VP and content czar at After Nines Inc. and ChannelE2E (http://www.ChannelE2E.com), which guides IT service providers from Entrepreneur to Exit (E2E). Panettieri also co-hosts Tech News Today (a leading video podcast) each Tuesday.
Panettieri has co-founded, built and sold multiple IT media brands -- including MSPmentor, Talkin' Cloud and The VAR Guy. He previously held senior- and executive-level posts at CMP Media, InformationWeek, Penton and Ziff Davis Media. He has hosted IT conferences and CIO events worldwide, interviewing technology leaders like John Chambers, Michael Dell, Bill Gates, Mark Hurd, Eric Schmidt and Meg Whitman along the way.
Friedrich is the name given to our algorithm for analyzing companies that trade on the global stock markets. In creating Friedrich we concentrated on analyzing each company’s Main Street operations through various established ratios, along with our own unique ratios that we developed over the last 30 years. What we came up with is a final "Main Street" price per share based on Generally Accepted Accounting Principles (GAAP), which is a framework of accounting standards, rules and procedures defined by the professional accounting industry, which has been adopted by nearly all publicly traded U.S. companies. We feel that our Main Street price result is what each company would need to trade at in order to be attractive to a businessperson on Main Street looking to buy at a bargain.
Since the only constant in the universe is change, the results for each company fluctuate by varying degrees. No company is an island unto itself, but each operates in a world of constant change and at times in areas where Chaos is the norm. By analyzing a company’s Main Street operations over time, Friedrich is able to give the potential investor a decade long analysis (opinion) as well as offering a Trailing Twelve Month (TTM) analysis (opinion), as well. Thus our readers will not only get as close to a real time view of operations on Main Street as is possible, but then can measure the consistency of the company’s operations over time to determine if s/he should invest or not.
Through our Friedrich algorithm we can analyze ten years of Balance Sheet, Income Statement and Cash Flow Statement data for each company all at once and generate one final result in seconds. Friedrich was designed to be ultra-conservative and thus will cut zero slack to any company under analysis and will do so with zero emotion. Companies must be exceptional in order to get an attractive Main Street valuation and the ideal investments according to our backtesting are the ones that have been consistent over time.
By being so ultra conservative Friedrich is designed to identify bargains that Wall Street investors may have overlooked. Companies shares may trade on the stock market but the companies themselves operate on Main Street, so Friedrich is designed to generate a Main Street price per share first and only then does he go to Wall Street and see the price for which Benjamin Graham’s “Mr. Market” is offering the shares.
On October 31st, 2014, I retired. Turned in the keys to the company car, gave them my computer and my account lists and joined the ranks of those who "slipped off into the sunset." I never thought in retirement that I would be this busy. It's fun. Time with the grandkids, time to perfect my cooking skills, and time to travel and check off the things on my bucket list. I should have done this a long time ago.
I manage a $1B+ portfolio for a family office. Our investments include bonds, equities, hedge funds, and private investments with a wide geographical and asset class dispersion. I have a J.D. degree from Yale Law School and practiced for 30 years as a trial lawyer in commercial cases.
That fellow in my icon is, of course, Galileo Galilei. Eppur si muove.
You can email me at Montana.Skeptic@gmail.com & follow me on Twitter where I am @MontanaSkeptic1
Andy Waldock is a second generation commodity trader whose time has bridged the gap from Ohio hog farms to neural network algorithm development at the personal and institutional level. Andy made the transition from the development of the Globex terminals to behind the screens and had his first trading program published 1999. He's actively researched and published ever since. Most recently, his work has focused on the application of the Commodity Futures Trading Commission's Commitment of Traders reports. This weekly data separates the markets' participants and provides the basis for bias within the commodity and commodity based ETF markets.
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.
I have recently graduated from Binghamton University with a degree in Economics.
I am a long time investor and wanted to shed insight on an overlooked ideal in finance among the young investors.
Our youthful investors have witnessed their parents losing nearly half or more of their investments for their retirement.
In most cases, the parents have told their children to be very careful of the market and that there is too much risk involved with the stock market. However, now more than ever is the time to dip our feet in the water with all time low treasury rates. We can barely stay ahead of inflation with these record low rates. The rally has just begun and a cautious easing into the markets into a diverse dividend growth strategy will prevail.
David Brett Schneider
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 88 stock portfolio is listed here by sector, largest holding by value is listed first. Updated 10/20/2016.
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 (7): JNJ, ABBV, AMGN, CAH, BDX , GILD, PFE-
Energy (4): XOM, CVX, OXY, VLO, -
Tech (2): ADP, CSCO -
Industrial(8): BA, UNP, MMM, CMI, GWW, LMT. -
Financial (8): NRZ, ARI,, LADR, BXMT (mREITs) TROW, MA, V, WFC,
MET , CTO -
BDCs (7): ARCC, MAIN, PNNT, HTGC, NEWT (small), PSEC, GAIN -
REAL ESTATE or
Healthcare eREITs (5) : OHI, VTR, HCN, NHI, CCP, -
Equity Reits (12): WPC, DLR, O, CLDT, STAG, LXP, UBA, SNR (small), APLE, SPG, NSA -STWD (hybrid)
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.
Four private female investors and one Dachshund.
We've consigned our careers as fund managers to the trashcan, as we no longer have confidence that we can grow our clients' money anywhere near approaching the sparkling results that we achieved for them in the past.
Now Heidi and Desiree's interests are in the fields of global water distribution, agriculture, and timberland, while Clarissa and Helga manage strategies of certain hard assets, predominantly the PGM metals group.
All four of us enjoy the heady barrage of marriage proposals and death threats we've been receiving since we started commenting on Seeking Alpha. That's why we continually try to both titilate and irritate readers with our sweet and innocent commentary. We also started posting Instablogs with absolutely essential information that investors just can't live without. Check them out (at your peril...)
Oh. And while our names (Heidi, Helga, Clarissa and Desiree) may not be our real names, Schnitzel the Dachshund's name really is "Schnitzel the Dachshund."
I spend most of my time reading through annual reports looking for a small-cap stock to feature in my monthly edition of "The Conservative Investor Digest." That is where you can find my best work, and that is where I focus my research. You can become a subscriber here: https://gumroad.com/l/HmqJx
Late 50's physician who now is in private practice after years of working for state government, ultimately as state director for large Developmental Disability agency and full time faculty at a state medical school. Retired from full time in 2012, now teach just part time while seeing pilots for the FAA. Grew up as oldest of five children, mother was a school librarian after our father "bailed out" and left family. Worked hard, compulsive saver/ investor (maybe too compulsive?), married, three children ages 26,24,18. Twenty six year old has cerebral palsy/ developmental disabilities, hence my interest in that area of medicine. Basically more of a buy and hold investor, lean towards value stocks, especially strong companies with "wide moats", that reward investors with rising dividends. Now managing a very large portfolio of primarily DG stocks, as well as mutual funds, all through Vanguard. Large Cap exposure is through dividend growth stocks. Mid/ small cap as well as Foreign/ Emerging Markets stock exposure is nearly all through Vanguard index funds, with both index and "value index" funds.
LL.M Oil & Gas Law
LL.B Law (Hons)
Diploma in Professional Legal Practice (All at the University of Aberdeen)
Self-taught in investing from the age of 17. Subsequently, I have been managing anglo-american share portfolios for myself and my family.
Send me a message for any queries.
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, OA, 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.
Any spreadsheets that I use will be uploaded to my Amazon Drive. Feel free to use them. The link is:
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.
Eric Parnell, CFA, is the Founder and Director of Gerring Capital Partners. Gerring Capital is a registered investment advisory firm seeking attractive returns opportunities emphasizing value, quality and risk control. Eric also publishes The Universal premium service on Seeking Alpha targeting winning strategies in bear and bull markets across the asset class universe. Gerring Capital implements these strategies for its investors and then Eric discusses them on The Universal. Eric is also a Visiting Instructor at Ursinus College in the Department of Business and Economics. Prior to founding Gerring in 2005, Eric was the Director of Investment Communications at SEI Investments and an Economist at Moody’s Analytics.