More than 50 years an active investor, during the last 30 years, I have been running the first online, interactive investment advisor service. I place emphasis on fundamental analysis and value, not only as shown on financial statements but as imputed from assets such as patents. I have three degrees from the University of Michigan, the last of which is a doctorate in Urban and Regional Planning and have worked in many countries throughout the world, including Indonesia, Turkey, and Tunisia. I am also familiar with the workings of federal, state and local government, and their impacts on investors. Besides publishing a weekly newsletter for investors, my views have appeared in publications such as BARRON'S and Science (weekly journal of the American Association for the Advancement of Science).
Full time investor and independent equity researcher since 2000 after two decennia as financial analyst with ABN Amro and as head of investment research and portfolio management with Deutsche Bank Amsterdam. Holds a master’s degree in Economics from Erasmus University, Rotterdam.
Focused on upcoming retirement (5-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks.
Health Care: JNJ, MDT, STK
Consumer Staples: MO, KHC, HRL
Consumer Disc: DPZ, MNST, STZ, KO
Tech: GOOGL, AMZN, FB, MSFT, CSCO, AMD
Industrial Cyclical: LMT, RTN, BA
Home Building: HD,
Financial: V, MC, FRC, SIVB
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.
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I'm a Peter Lynch guy. I try to keep it simple, and "buy what I know." I regularly read Seeking Alpha, and comment far less than I read. I find significant value in the discourse that arises out of the articles. I used to post under "Tucker Kirk," but somehow "got lost" when I changed computers, which probably means I am not much of a computer whiz! I posted and predicted frequently on Motley Fool under the name "tuckman52." However, I now use SA almost exclusively as the starting point for all my research. I also invest in rental real estate, and have for many years. (Same for stocks.)
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..
An individual investor focused on preservation of capital and generating dividend income. My strategy is to invest in quality, dividend paying companies, with simple business models, and, a long track record of increasing dividends. Like Nick Murray, I'm a believer in diversification, but not in asset allocation. I'm long 100% equities, all the time. I can live with any amount of volatility if I'm in quality companies. Since I live off dividends, the prices at any particular moment don't rattle me.
David Fish's CCC list is my primary watch list. The quality of the business model (simplicity, tenure), earnings track record and valuation are key principles in my book. Free cash flows and payout ratios are very important metrics.
When I first started investing in 1990, I gravitated to DGI - a book called "dividends don't lie" influenced me. I did not have a single losing position in 10 years. Then, I learned an expensive lesson in 2002 (60% loss of net worth at that time) when I lost my way and got into momentum/technology stocks. I lost track of understanding WHAT I was buying and HOW the company made it's money. I will never deviate from buying quality companies that have a long track record of paying dividends, at value, since I paid a high price to gain that knowledge.
A critical insight -- it is better to pay a fair price for an excellent company than an excellent price for a fair company (Buffett). I buy companies that I'd buy more of if prices were to drop. A second one, is to have a long term orientation (Klarman). In other words, buy and hold, allow compounding to work, and try not to "market time". SA DGI leaders such as Chuck Carnevale, Chowder, David Fish, David Van Knapp, Tim McAleenan, Part Time investor, Sure Dividend and several others have influenced my thinking.
It is not an exaggeration to say that SA has impacted my life. I'm a first generation American, and am very grateful for the opportunities provided by my adopted country.
35 companies make up 72% of my portfolio. In descending order of size - Proctor & Gamble,Johnson & Johnson,Verizon,Cocal-Cola, AT&T,United Technologies,Exxon Mobil,Diageo.Kimberly-Clark,Hershey, Kraft Heinz
McDonalds Pepsico Unilever Chevron Wal-Mart Emerson Electric International Business Machines Phillip Morris Cummins General Electric
Nestle Disney Microsoft Cisco 3M Helmerich Payne GENERAL MILLS United Parcel Service QUALCOMM W P CAREY Wells Fargo Archer Daniels Midland Oracle Apple. All but three are rated as narrow or wide moats.
The other holdings are mini-ETFs (for example, 11 REITS that I treat as 1 diversified company).
The remainder, ~14 companies, (examples include: Ambev, CAT, DE, DVN, MUR, MRO) are ones I will slowly sell of and re-invest into my core holdings.
As of May 1, 2016 (aged 57 years) I have retired and live off my dividends.