GlobalTrekker has traded closed-end funds institutionally, and profitably, for over 20 years and maintains a proprietary database with weekly regression analysis of all funds traded domestically. Objective, detailed data research, free of survivor bias, has been the hallmark of his investment strategies.
Oil & Gas, DGI, Real Estate investor, Long-Term investor
Helium was up. Feathers were down. Paper was stationary. Knives were up sharply. Pencils lost a few points. Hiking equipment was trailing. Elevators rose, while escalators continued a slow decline. Light switches were off. Mining equipment hit rock bottom. Diapers remained unchanged. Shipping lines stayed at an even keel. Balloon prices were inflated. And batteries exploded in an attempt to recharge the market.
Retired - June 2011.
Started taking control of my investments through an investment newsletter in 2005; focused on growth. Found SA about 6 months ago and have shifted to Dividend/Growth strategy thanks to excellent posts by David Fish, David Van Knapp and others. I purchased, and highly recommend David Van Knapp's e-book "Top 40 Dividend-Growth Stocks for 2011"
Still trying to learn.
40 year career of executive leadership in IT with specialization in business development and financial analysis. I've led the formation and development of 5 technology-based business and have experienced the success and challenges that serial entrepreneurship brings. As an life-long investor, I've learned hard-taught lessons on the differences between speculation, trading, and investing. Later in life, I became a more serious student of investment and have advanced credentials in financial planning. Now, while I enjoy 'retirement' and remain active in a couple of very promising business development projects, I spend a lot of every day with the markets and enjoy the best investment performance of my life! Wishing you all the very best...
Rick Konrad has been an equity portfolio manager for over 35 years. At present, he provides strategic management consulting to both institutional buy and sell side firms. His greatest joy outside of his family is education, in particular, training young people to become better research analysts, portfolio managers, and financial planners.
John Cole Scott is Chief Investment Officer at the firm and holds the Series 66 FINRA Licenses. In 2002 he earned the Certified Fund Specialist designation (CFS). For over 15 years John has specialized in closed-end fund/BDC research, analysis and trading.
He has been quoted or interviewed by Bloomberg, SmartMoney, Investment News, The Street, Morningstar, Registered Rep, Reuters, Bond Buyer, Better Investing, USA Today and The Richmond Times Dispatch and published in SR Consultant. He has presented at conferences or events in Atlanta, GA, Charlotte, NC, Boca Raton, FL, Chicago, IL, Denver, CO, Houston, TX, Miami, FL, Minneapolis, MN, Naples, FL, Newark, NJ, Richmond, VA, New York, NY, San Francisco, CA, Tampa, FL and Washington DC including several keynote addresses.
In April 2008 John founded CEFA's Closed-End Fund Universe, a comprehensive weekly data service covering the closed-end fund industry currently with 185+ data points per traditional CEF and 115+ per Business Development Companies (BDCs). We launched BDCUniverse.net in August 2015 as the first BDC Research website covering all public BDCs. In November 2008 he founded "The CEF Network" on LinkedIN with 1375+ members.
John is a long time member and current Board Member of The Richmond Association for Business Economics (RABE) and serves on the Investment and Standing Committee for The New York State Society of The Cincinnati. He can be reached via: firstname.lastname@example.org or (804) 288-2482.
Founder and CEO of BlackSteel Capital Group LLC. The firm was founded in 2011 to finance internet companies that serve the needs of the fixed income trading and investment community.
Prior to that I built and ran several international structured credit trading and sales desks for blue chip firms in NY and London.
About my pic: taken at sunset from our condo in Maui.
About me: I grew up with a mother who worked to support three kids. My life/wealth is a product of hard work and choices of my own making. I have been a computer engineer for nearly 29 years. My real passion, however, is dividend growth investing (DGI). I spent countless hours/years researching investment philosophies and styles. After losing money by trying to "time the market", I finally decided that the investing style for me is one focused on income and total return. I now consider myself primarily a "dividend growth investor" focusing on continuous growth through compounding of re-invested dividends.
My goal: To create an investment portfolio whereby, in retirement, I can live in large part, from dividend and other investment income without selling assets which diminish my base. I have been a DGR since 2006 and I can tell you, without hesitation, if you want to sleep well at night, you should explore DGI.
My soapbox: Look at the power of compounding... and turn off the fools on TV and print who tell you what to buy/sell and are focused on the near term. Look for quaity companies with a long history of dividend payments and growth, that have a good chance at standing the test of time. Finally, read the SeekingAlpha authors who focus on this strategy. They are strongly convinced it is the best way to go and with good reason. It is the best long-term wealth creation on the planet regardless of what the "traders" tell you. I am an investor. Plain and simple.
Takes positions based on long-term value and restructuring stories.
I typically hold a global balanced portfolio of inexpensive mutual funds, a good amount of cash, and at most one stock that I bought when the opportunity was right.
Previous stocks were MIC and WWW. Now holding NOK.