I am working as a Business Analyst in Germany and have started to build up a portfolio focused on Dividend Growth, both on the high and low-end yield spectrum. Primary focus is on Blue Chips with long-reaching dividend track records. I have been investing for 2 years and have been standing on the sidelines for way too long before.
Reuben Gregg Brewer spent about 15 years at world renowned Value Line, the Publisher of The Value Line Investment Survey. During this time he worked in various facets of the company's research efforts, including equities, mutual funds, convertibles, and options. For six years, he directed all of the company's research efforts as Value Line's Executive Director of Research. Today he writes about the things that interest him.
Searching the market for high-quality assets at a discounted price. Investment horizon is always medium- to long-term (12 months or more), and will often act as a contrarian to short-term consensus in order to identify the best investment opportunities. Tend to focus on energy and technology sectors.
I am an Assistant Professor at the Auckland Business School (New Zealand). I earned a Ph.D. from Cass Business School, City University of London. I apply academic research to my investment strategy.
NYC-based investment professional. Focus on value investing and growth at reasonable price within the context of long/short equity, with a bias toward long-term holding periods.
I will no longer be active directly in article comments streams. However, if you wish to contact directly, you can PM me on-site or send messages to this address: LSI.email@example.com
A young private investor from the Netherlands aiming to build a dividend growth-oriented portfolio, in order to achieve financial independence in the next two decades. I write primarily about European based dividend stocks.
Considering myself as Finance enthusiast, I'm investing on stocks since 3 years by using a value approach and by following famous Warren Buffett's piece of advice: "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."
Master degree with a specialization in finance Passed the 3 level of the CFA exam. May be eligible to become CFA charterholder upon completion of the required work experience. Currently 2 years in the investment industry as a portfolio manager assistant and fund manager
Used to own only high grade bonds and mutual funds with low risk until the recession. Since then I've invested mainly to stocks with occasionally using derivatives to leverage or protect myself from downside risk. I am currently pursuing my master's degree in finance.
Covering especially stocks in Germany & Europe with a combination of deep value and event-driven/distressed character.
Conversant with and by the followed former industries/emplyoers:
- MLP AG: Financial Services / Advisory
- Deutsche Boerse AG: Product and Sales Management of Derivatives
- Nord/LB Asset Management Holding: Master Desk and Investment Controlling
- BNP Paribas: Corporate and Investment Banking
- Aramea Asset Management AG (Currently): Portfolio- and Risk Management
- GreenRiver Capital (Currently): Founder and Holder - capital market analysis with future target to issue an alternative investment fund.
- Double Bachelor Degree from University of Applied Science Bremen, Germany and Kedge Business School Marseille, France with a main Focus on finance
- Master Degree in "Management and Financial Institutions" from Leuphana University, Germany
Bert Hochfeld is a convicted felon and former hedge fund manager. He was convicted of mis-appropriating funds from his hedge fund in 2012. .Bert started his business career at IBM working in the areas of product planning and pricing after completing military service Bert worked for IBM in the late 1960's and early 1970's before he took as a post as head of sales and marketing for Memorex Telex and worked there for most of the 1970's until he joined Raytheon Data Systems in a similar capacity in the 1980's. Bert briefly became a real estate developer in the Boston area before joining BMC Software as a product planning director in the late 1980's and early 1990's. Subsequent to that he entered the brokerage business where he became an enterprise software analyst, first at Louis Nicoud and then at Josephthal.&; Co. After Josephthal closed Bert started his own independent research consultancy specializing in enterprise software, storage and IT outsourcing. Bert also ran a small hedge fund. After his arrest and conviction, Bert closed both of those ventures and have been on a sabbatical the past few years. Bert currently manage his own money and those of a few close friends. All of these investments are in tech and we also take positions in small start-up ventures. ..
Simplistic value-investing ideas and commentary.
This contributor is a Sweden-based devoted student of the markets (and M.Sc. Finance holder).
Open-minded investment discussion on posts is much appreciated!
For other Seeking Alpha-related inquiries please use the private message function. Otherwise you find E(R) on Twitter (@EklundResearch) or through his investment research site eklundresearch.com
One of the many things that makes human beings so interesting is the variety of hobbies we engage in, from Pooktre art to taphophilia, to carving eggshells. One of the potentially more profitable hobbies -- if done the right way -- is stock market investing, which is my primary hobby. Investing in stocks can be highly rewarding -- or excruciatingly costly and painful. As Warren Buffett, the world’s most successful value investor, once said, “Investing is simple, but not easy.”
It is not easy because we humans seem to have an innate desire to complicate it. Being capable of opening a discount brokerage account and executing our own trades is not the same as being able to effectively manage an investment portfolio. But it’s not that difficult. I manage my family’s investment portfolio. To help me do so, I spend a lot of time researching a plethora of investment topics, from behavioral finance to the MD&A's of potential investment candidates. I decided to record some of this research by writing articles for Seeking Alpha. I have been a daily reader of Seeking Alpha for as long as I can remember. The breadth and depth of authors represents an effective way to benefit from the “wisdom of the crowd.”
I also find that the comments from experienced, savvy readers can be as enlightening as the articles themselves. I have bachelor and master of engineering degrees and an MBA degree. I worked for more than 25 years in daily contact with global equities analysts as Vice President Investor Relations for five different leading companies. If interested, further information can be found on LinkedIn at https://www.linkedin.com/in/johnrlawlor?trk=nav_responsive_tab_profile
A buy-side equity research analyst and a deputy portfolio manager covering global financials.
With nearly 10 years of investment experience on both buy- and sell-side, I provide research coverage on U.S., European, LatAm and CEEMEA banks/financials, including fundamental analysis, DCF/multiples valuation, commentaries on price-sensitive events and actionable trading ideas. If you are interested in the topic, click the "Follow" button beside my name on the top of the page.
Writing Style: I try to combine facts, analysis, and a touch of humour/story into my writing. It is my hope that this makes the topic of investing and securities for interesting while at the same time accurate and actionable.
Investing Style: I am an individual buy and hold investor. I believe an individual investing their own money's greatest advantage is patience. They do not have clients banging down the door for redemptions every time stocks decline nor do they have bosses, mandates, or other things that get in the way.
I am a graduate in Finance, currently working as a portfolio manager. However, foremost, I am an investor! My strategy is twofold and aims primarily at value stocks. I like Joel Greenblatt's magic formula as a general starting point, but many companies in there can be tricky stocks, so I perform extensive qualitative and quantitative analysis to pick the best ones. My articles represent (parts of) this analysis and I always like to discuss different standpoints on stocks like these. A second strategic focus is dividend growth investing, as I believe it to provide the steadiest stream of income for retirement over time. My main problem with it is that companies with an increasing and attractive dividend are not often undervalued. Consequently, I perform less transactions in this area. However, sometimes the market just blurts out a gem cheaply, and I can simply not resist (for example PM < $80, RDS.A < 20). If you have any questions, suggestions or comments, please feel free to contact me.
The Investing Dutchman
The author has worked in the transportation profession for over eight years of which the previous three have been strictly focused on goods movement and freight. Transports, by James Sands includes extensive research and analysis of publicly traded companies in the U.S. This includes direct comparative peer review among multiple transport industries, and macro and industry key performance indicators, KPIs.
The author has successfully managed a self-developed equity-based portfolio of U.S. public companies prior to the development of Transports, by James Sands. This included an average return of 13% per year over the previous three years for the portfolio, as well as numerous detailed articles covering multiple sectors and industries. Transports by James Sands includes two current portfolios under management.
Transports, by James Sands will provide investors with access to exclusive research and data analysis stemming from the tools generated to evaluate public freight companies. The ultimate goal is to define investment options and recommendations for a wide variety of investors. All subscribers of Seeking Alpha are encouraged to review the Marketplace offering by James Sands for additional information. Feel free to contact the author with any inquiries through the Seeking Alpha message platform.
DISCLAIMER: It should be noted that while the author is providing stock analysis and recommendations based on this analysis, any information disseminated by articles, stock talks, messages, or public chats represent the opinions of the author. The author is not an investment professional, and as such, all readers and subscribers should perform their independent due diligence and/or consult with an investment professional prior to making investment decisions.
Formerly of the buy side now an aspiring beet and raspberry farmer. Soon to be expired CFA Charterholder. I like long walks through the aisles of Aldi, dark roast coffee from Tim Horton's, and climbing mountains on two wheels.
The posts are meant to be informative and hopefully insightful. I write to share my ideas, highlight some interesting stories and to interact with other investors - please feel free to contact me if you'd like to chat further.
I make lot's of mistakes so please do your own due diligence. I don't intend to aggressively promote stocks but it's fair to say I am often talking my own book.
I started investing in my early twenties to find a more productive place for my extra cash. Since then investing has turned into a hobby and a passion but of course the goal of generating income still applies.
I mainly invest for long term dividend income with investment horizon at 30+ years. I focus on both higher yielding shares as well as companies with a solid dividend growth history. Most of my investments are in USA and Canada but I also own certain European equities.
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:
I was a software engineer for a little over 21 years before I decided to call it quits to the corporate world when I was 45 years old (in 2014). I have always dreamed of retiring early, but I didn't plan to retire until I was 50 years old. When I realized my investment portfolio could generate the income I needed to free my life from the shackles of the corporate world, I quit my job and never looked back.
I did not win the lottery, inherited large sums of money, nor got lots of stock options from a company that I worked at that IPO'ed. It was all very hard-earned. I lived below my means and saved a substantial percentage of my take-home pay ever since the third year of my professional life.
I've been a lurker on SeekingAlpha for years, and finally decided to become a contributor to document my journey as an early retiree.
It's hard to categorize me as an investor. Although I'm mostly "dividend growth" minded, I also dabble in growth, deep value, speculation, as well as a little hedging now and then with options.
I am a student of Graham, Buffett and more modern value investors. I seek ideas that have the potential to generate long-term value for a buy and hold investor, as well as special situations that offer asymmetric risk reward scenario's. My approach is methodical screening combined with deep research into the parts of annual reports and filings most investors prefer to skip. I do not limit myself to any sector or region because I believe the world and financial markets are fluid and boom-bust cycles create opportunities in different areas every day.
Buy and hold, common stock investor focused on dividends and on value. Interested in various stocks that are suitable for long-term dividend investment. A Buffett admirer, but not a Buffett cultist, and not quite as creepy as my name implies - though certainly cash-centered!
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 am a former investment advisor and owner of several businesses, and consequently everything related to business - including investing, macro-economics, and emerging products and services come under my research and interests radar.
The most interesting and important to me are the entertainment industry, commodities, BRICs, and the impact of loose money policies on businesses and investors.
These days I invest only for myself, while continuing to write on a variety of financial and economic topics.
I have worked as a project manager in the oil and gas industry for the last five years. I have managed projects across the sector, operating in downstream, midstream, and upstream oil.
I have a B.Sc in Mechanical Engineering, and I am currently in Germany studying an M.Eng focused on 3D Printing, Materials and Robotics concurrently with an MBA focused on technology management.