After having read Robert Scheer's The Great American Stickup, I decided that the market's open for anyone willing and able to succeed and do well. I just started this year, literally at the beginning of 2014 reading and absorbing all I can. Still confused by so much all in the air, but the dust is starting to settle and I'll be able to see the big picture.
Editor for The Biotech Forum (www.biotechforumsa.com), 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. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
As director of research at Portfolio123, I have long specialized in rules/factor-based equity investing strategies of the sort characterized as “Smart Alpha” in the July 2014 Journal of Portfolio Management. In addition, I formerly managed a high-yield fixed-income fund and conducted research involving quantitative asset allocation strategies such as are at the foundation of what today has come to be known as Robo Advising. I formerly edited the the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line. I have long had a passion for investor education, which has resulted in my having conducted numerous seminars on stock selection and analysis, and the authoring of two books: Screening The Market and The Value Connection.
Full Time Trader. Long / Short Equity Options.
I am a technical trader that tries to find the sweet spot between technical set up, institutional option order flow, and fundamentals.
I am especially interested in market / trading psychology and its impact on our performance.
To receive my free daily market message that highlights the biggest and most notable trades in the option market, email me at : firstname.lastname@example.org
I will be glad to include you!
I am an engineer from the first few years of Gen-X and began my interest in investing in my teens with a single share of stock (T) from my Bell System grandfather before the breakup. I am one of the fortunate few of my generation that will have access to a pension that will make up a good chunk of my retirement income.
Ever since my first "real" job, I have tried to save some, tithe some, and spend some with the goal of being able to have a portfolio large enough to pay for my retirement independent of the pension or government support. Most of my investments are in IRA, 403(b), and 401(k)--some of this money has limited choices, but some is available for individual stock purchases.
My DGI portfolio (PhoolsGold) contains a suite of stocks that fit with the beliefs I outline below. PhoolsGold is mostly settled and currently contains: AAPL, ABBV, AFL, APD, CLX, COP, CSCO, CSX, CVX, EMR, GILD, GIS, INTC, JNJ, KMB, KO, KRFT, LMT, MCD, MMM, MSFT, NWN, O, OHI, PG, QCOM, SBUX, T, TCAP, TGT, VZ, WEC, WFC
The Beliefs of PhoolsGold
- I believe in the power of DGI and maintaining a portfolio of companies
1) that will eventually provide me a growing income in retirement,
2) that are good companies I know, use, interact with, and understand,
3) do not require continual care and feeding.
- I believe in purchasing DG stocks on David Fish's CCC lists (i.e. corporations with a commitment to paying and increasing dividends) and utilizing Chuck Carnevale's F.A.S.T. graphs.
- I believe in having a portfolio of DG stocks that has a dividend yield on average >3.5%.
- I believe in buying new positions that have a greater than 2.5% DY.
- I believe in stocks with consistent >7.2% DG in 1-, 3-, 5-, and 10-year historic views (double in 10 years) and with positive slopes in the DG.
- I believe that some version of the Chowder Rule is a metric in my evaluations.
- I believe in stocks with forward estimates (5-yr EG >6%) suggesting that these dividends will continue to be raised consistently in the future.
- I believe in paying attention to my portfolio but not being too active.
- I believe in balancing the portfolio so that no one stock is more than twice the percentage of the portfolio than the "average" in PhoolsGold.
- I believe I am an investor not a trader. I believe that buying a company at a good price for the right reason and getting the DG machine rolling is just as important as trying to buy a company for the 'perfect' price.
- I believe in buying and reinvesting, but not in margins, options, shorts, puts, or calls.
- I believe in, when I can, choosing companies that are from regional areas important to me and that support their local communities.
- I believe in usually sticking to these rules.
- I believe that this is my approach. I believe that it will NOT be your approach. I believe in the old adage "Listen to everyone, but don't listen to anyone."
- I believe in carefully considering all the excellent advice on SA, but believe even more that I have to decide for myself what is right for me.
- I believe that my goal is to make sure that this Phool and his money are never parted.
Dale Roberts is an Investment Funds Associate with Tangerine Investment Funds Limited, a subsidiary of Tangerine Bank wholly owned by Scotiabank. My articles are for information purposes only and do not constitute investment advice or an offer or the solicitation of an offer to buy or sell any securities. These articles are my personal opinion and are not those of Tangerine Bank or its subsidiaries. Remember past performance is not guaranteed and may not be repeated. Investment strategies are not suitable for everyone and you should always conduct your own research or speak to a financial advisor.
Dr. John Hussman is the president and principal shareholder of Hussman Econometrics Advisors, the investment advisory firm that manages the Hussman Funds ( http://www.hussmanfunds.com). He holds a Ph.D. in economics from Stanford University, and a Masters degree in education and social policy and a bachelors degree in economics from Northwestern University. Prior to managing the Hussman Funds, Dr. Hussman was a professor of economics and international finance at the University of Michigan. In the mid-1980's, Dr Hussman worked as an options mathematician for Peters & Company at the Chicago Board of Trade, and in 1988 began publishing the Hussman Econometrics newsletter. Virtually all of Dr. Hussman's liquid assets are invested in the Hussman Funds.
Note: Dr. Hussman is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Dr. Hussman's public commentary.
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.
James A. Kostohryz has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.
Kostohryz started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, Kostohryz became Chief Global Strategist and Head of International Investments for a major investment bank. Kostohryz currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory.
Born in Mexico, Kostohryz grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently writing a book about the impact of culture on economic development. He is a former NCAA and world-class decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
You can receive custom delivery of all of Mr. Kostohryz's published work on Seeking Alpha, The Street, and other media, as well as exclusive material, by following the link below. It is absolutely free:
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Why “Playing the Ponzi”? I view the entire monetary and financial system as something of a Ponzi scheme. Starting with currency that is created as debt, and running straight through a global economic model that is based on infinite growth in a finite world. This won’t end well. I’d go a step further and suggest that our materialistic value and belief system is another way in which we’re building castles on sand… but I digress. I view our financial markets as a casino, and frankly, I like gambling. I prefer technical analysis to fundamental analysis because I find the “behavioral” side of investing more interesting than longer term projections based on financial/numerical analysis. Pictures make more sense to me than numbers. I'm dumb like that.
As for an investing “philosophy”, I believe in small/micro-caps. I believe the market rewards growth above all else, and growth is easiest (to spot, at least) and most explosive when a company is young and small. As a company matures, its growth inevitably slows. Microcap stocks tend to be extremely volatile so I believe strongly in taking profits on the way up (or exiting quickly if the entry point proves poor). I attempt to buy stocks that are pulling back in the midst of a longer term uptrend. I hold anywhere from hours to years, but usually in the 3-6 month range.
I am an amateur investment enthusiast, who has committed every investing cardinal sin at some point - and sadly, sometimes still do. Between first entering the markets in 1999, and 2002, I lost 90% of my seed money. Since then, I’ve found an approach that works reasonably well for me. My average return has been about 20% annually since 2003.
Lowenthal Capital Partners (LCP) has joined Arrow Loop Research to deliver a value-based investing newsletter called Arrow Loop Research's Actionable Ideas for Maximizing Returns. Sign up for a free trial here.
LCP is operated by Trevor Lowenthal. Trevor graduated with a BA in Political Science from University of California, Davis with Summa Cum Laude distinction. Trevor is finishing his J.D. at the University of Colorado Boulder Law School.
Arrow Loop Research formed as a partnership between LCP, Dr. Paul Price, and Market Shadows (Paul is a managing partner of Market Shadows.)
Paul writes about stocks, options and the market every weekday on Real Money Pro, a subscription site on TheStreet.com. Paul has been a speaker at the International Traders Expo in New York City and the Options and Forex Expo in Las Vegas. He also gives investment seminars for subscribers of TheStreet's multiple subscription sites. Dr. Price is a featured contributor on Market Shadows.com, GuruFocus.com and TalkMarkets.com.
Paul followed his passion for the stock market when he gave up his career as a dentist to join Merrill Lynch back in April of 1987. Paul feels that he is “living the dream” of many investors. He stopped “going to work” when he turned 50 (in the year 2000) and has been living well from his investment returns ever since.
Paul enjoys sharing the accumulated market wisdom he’s gained from years in the markets. He loves analyzing companies and picking individual stocks. According to Paul, once you know what equities to buy, option writing (selling covered calls and/or naked puts) just flows naturally. They serve as ways to impose investment discipline and create income while providing an extra margin of safety versus plain vanilla share ownership. Paul’s articles stand out for their unique graphics which are packed with information which distills our TMI (too much information) world into easy to understand, and actionable advice.
We try to provide unbiased, balanced and helpful insight into long-term prospects of the businesses we follow. We mainly base our analysis on the fundamentals and assess the long-term growth potential of the companies. In addition, we also analyze the dividend stability of different companies, and try to assess the future cash flows in order to gauge dividend growth potential.
You can also follow us on twitter here:https://twitter.com/IAEResearch
I am a securities trader who holds a BSIT degree and an MCSE certification from Microsoft. I consider myself to be a buy-side analyst and investor who favors a mix of quality dividend paying stocks and individual corporate bonds. I often utilize options strategies to make stock trades and/or to initiate long-term investments; and I often utilize options strategies to hedge my portfolio against potential losses. I am a very technically oriented individual who believes that, with regard to one's investments, technical data coupled with fundamental data provide the best formula for long-term investment success.
A decade of experience with valuing distressed assets and claims trading, special situations analysis, activist-investor plays, and identifying frauds for short-selling. Now developing my own trading ideas, focused on valuing high-yield debt and identifying debt-arbitrage opportunities.
I've been in the investing world for the last 10 years, dealing with stocks, options, mutual funds, and a little bit of forex. I have also been involved in the fields of manufacturing, engineering, information technology, and commercial fishing. I had been thinking about pursuing a career in the financial services industry, but never took the leap. Right now, I'm more or less semi-retired at 36, working part-time on a charter fishing boat, and writing articles on Seeking Alpha for beer money!
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.