With more than $3 trillion in assets under management and offices around the globe, Vanguard is among the world’s largest investment management firms. In serving the needs of financial advisors, individual investors, and institutions, we are guided by one constant: to put clients first.
I am a reformed (i.e gratefully non-practicing) attorney who found his passion for equity analysis and market investing after spending a long, rainy weekend with Warren Buffett’s annual letters to Berkshire Hathaway shareholders. In addition to a Juris Doctorate, I have an M.B.A. with a concentration in Public Policy and Planning, and a B.S. in Health Care Administration. I am currently overseeing and advising on a moderate sized portfolio of family investments, which requires that I maintain daily contact with market and economic activity and trends.
I am looking for the large, long-term trends (such as the increase in natural gas use at the expense of coal) and the companies that I believe will be in a position to take advantage over a longer time horizon. Although I value technical and quantitative analysis, my main analytical interests are primarily macro economic in nature and my outlook is heavily tilted toward fundamental and strategic analysis.
My goal is to lay out the basic story and “value proposition” of companies I believe MIGHT make good investments, with beginning to intermediate level investors looking for new ideas to explore as the audience for whom I am primarily writing. My favorite areas of research are industrials, energy, and health care.
Disclaimer: Unless expressly stated otherwise, nothing that I write should be taken as an investment recommendation and you MUST do your own independent research before making ANY investment decisions. BE A PRUDENT, INFORMED INVESTOR... or you're gonna have a bad time!
David Fry writes a subscription newsletter focused on technical analysis of exchange-traded funds, called ETF Digest (www.etfdigest.com). Dave founded the ETF Digest in 2001 and was among the very first to see the need for a publication that provided individual investors with information and actionable advice on global ETF investing.
We particularly like the overview of financial markets that his work provides. Even if you're not a fan of chart analysis, Dave provides insight and commentary into which global markets are "working" and why.
Specializing as a market strategist and tactician, Fry focuses on evaluating, creating and implementing a variety of ETF portfolios for individual investors and financial professionals. His philosophy and approach incorporates fundamental with technical analysis in pursuit of risk management and capital preservation especially during uncertain and volatile times.
His new eBook, The Best ETFs: U.S. Equities,is now available on Amazon Kindle. Written as a cheat sheet to only the best ETFs for you or your client’s portfolios. For those that don't have a Kindle, you can purchase the pdf here: The Best ETFs: US Equities [https://gumroad.com/l/The%20Best%20ETFs]
President of MLP Protocol, investor, trader, and proponent of Master Limited Partnerships. Also on StockTwits and Twitter as @MLP_Protocol.
The primary driving force behind 99%+ of the activity on Seeking Alpha appears to be investors' confirmation bias. Do you want to be part of the 99% or are you trying to get to the 1%?
IF AN INVESTMENT GENERATES A K-1 INSTEAD OF A 1099-DIV I WON'T INVEST IN IT USING ANY TAX ADVANTAGED ACCOUNT. Here's why: http://www.wsj.com/articles/thousands-hit-with-surprise-tax-bill-on-income-in-iras-1447427436
I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I am a retail investor that gathers, processes and analyzes significantly more data than average. I share that data in my articles. I let the data do the talking. I am only taking dictation as the data tells its message.
I have worked in the financial service industry for 40 years. My area of expertise is risk management and complex financial products. I have been a frequent speaker, on behalf of many financial firms, to financial professionals across the country.
I have extensive experience in statistics and actuarial science.
I have been investing my own and my family's retirement and investment accounts since the mid 90's.I rode the market up during the 90's, mainly in tech stocks. I survived enough since 2000 so that I can still spend my full time investing. Currently, I've got about 50% of my investments in preferred stocks, 20% in MLPs, and most of the rest in tech, consumer discretionary and staples.