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...
Close to retirement age but plan to keep working for some time to come. Have invested in stock market sporadically, mostly confused and scared. It hasn't worked very well. Have a lot to learn, learn a lot from many SA folks and enjoy the sharing here.
Historically about 60% invested (minority is stocks along with a lot of "other") with 40% cash. Aiming at this stage to put more of the cash to work, and since I'm underweight in stocks/bonds, am focused there, especially but not only DGI.
Expect that I can avoid taking much if any income out for 15-20 years (except tax and the RMD), unless something unexpected happens--not a long compounding period but better than not at all.
Jerry Chessler, General Partner, J&L Family Partnership. Prior to forming this investment partnership during his retirement a few years ago, Jerry Chessler was President, ParView: Co-founded ParView in 1994 to enhance the game of golf. ParView puts GPS and Wireless Communications Technology to work at Golf Courses resulting in increased profits for owners and quicker play with lower scores for golfers.
Prior to founding Parview, he served on the executive team of GE, Digital Equipment, and Comshare as he pioneered the development of the Timesharring Industry, the predessor to the current Internet and Cloud Computing.
"The only thing I know in life is that I know nothing". -Plato's Republic, (attributed to Socrates) "H'aint we got all the fools in town on our side? And ain't that a big enough majority in any town?" -Adventures of Huckleberry Finn by Mark Twain "All men dream, but not equally. Those who dream by night in the dusty recesses of their minds, wake in the day to find that it was vanity: but the dreamers of the day are dangerous men, for they may act on their dreams with open eyes, to make them possible." TE Lawrence I have a B.S. in Political Science and Economics. I currently work a with high risk demographic teaching basic financial skills, and I'm working toward certification in education. In my free time I enjoy spending time with my family and reading as many books on history, and investing that I can get my hands on. I believe that to fully understand where we are and where we are going we must have a grounded understanding of the past. I would recommend reading Nial Ferguson's War of the World if you would like to understand the current world's political, and financial climate.
Following my own intuitions on investing, with a preference for the long-term horizon. Enjoying the SA articles and, particularly, the commentary.
I will not use this section to talk about myself in the third person.
Follow me on twitter 'https://twitter.com/bizlikeInvest'.
I am a young individual investor with technological and financial background (MSc Aerospace, MSc Finance). I work for a leading technological company and manage my own capital.
My greatest influences: Warren Buffett and Philip Fisher. I invest for the long term in superior businesses managed by outstanding individuals and selling at a reasonable price. Think big, think long term and buy the business, not the stock.
As of February 2015, I am long TSLA, NVDA, AAPL, SEDG, PANW, SCTY, PYPL, AL and GILD.
Past portfolio returns (US stocks, dividend payments included):
* 2015: +22.9%.
* 2014: +4.7%.
private investor....former student in bio tech ....interested in advancing practical and economical sources of treatment for human welfare with dignity an awareness . methodical research can be done with new technology with a much more efficient an timely manner...especially vaccines developed thru research more than a decade ago....Why an Who is creating the lengthy timeline to get these cancer vaccines to patients....We can send discover satellites to another solar system an RETRIEVE the DATA ! WE as a generation are mapping our entire solar system an beyond...OUR government has a duty to protect its citizens not only by man/made laws, but the very law of NATURE demands accountability from its leaders....I am saddened by their methods.!
I am a New York attorney and a qualified arbitrator. Message me here on SA or e-mail: firstname.lastname@example.org. I'm also on Skype and Eikon Messenger: kranenburgesq.
Kranenburg, my law firm, is concentrated on representing investors in securities, investment and corporate litigation in all courts in New York State and US federal courts, and in arbitration in specialised forums such as provided by FINRA Dispute Resolution.
Before I qualified as a lawyer, I worked in the financial sector for over a decade; at a brokerage firm, at a corporate finance boutique as a research analyst and elsewhere. On the basis of that experience as well I now focus on shareholders' rights and the laws of capital markets. I currently pursue a master's degree in finance and financial law in my free time to add an academic perspective to my practice of the law.
Please note that my comments, StockTalks and messages are provided or sent for informational purposes only. Such communications are general in nature and are not intended to be, nor are they likely to be, comprehensive overviews of all the respective relevant issues. They may be intended to start or continue discussions of the subjects therein. They are not, nor should they be taken as, legal advice nor are they intended as solicitations to provide legal advice.
Legal advice is tailored to one's specific circumstances and provided by me only further to a formal engagement of me as your counsel. You are welcome to raise your queries and concerns of a legal nature with me to explore your circumstances and discuss the rights you may have.
Have retired after having an over 20 year successful career as a Senior Financial Analyst for a Fortune 500 company where I performed due diligence on acquisitions, potential acquisitions as well as contributed to the completion of annual reports and preparing materials for the investment community. I am a bit rusty but I realized over the last 7 years that my analytical skills and niche in the the healthcare industry, specifically Biotechs, lends quite naturally to trading and covered calls. I am generally long, but the point of this business is to make money so I have developed my own method to take profits. Most recently I hold positions in $COR, $MAIN, $EXEL, $LXRX, $AKAO, $DYAX, $DVAX, $,GILD, $CELG, $LGND, $XON, $IRMD, $MITK, $ATVI, $AFFX, $TEVA,$PACB, $BPMC, $RLYP, $EGRX, $THLD, $ADXS, $O, $MITT,$T, $VZ, $VTR, $LMAT, $MO& $ED, $AAPL, $AMBA, $CRTO, $KR, $NKE, $DFS $SBUX just to name a few. I have been a consultant and consumer in the healthcare/biotech market for years and have been able to seek out growth opportunities and likely and successful buyout candidates with 15% of my portfolio dedicated to late-stage biotech specs and have achieved tremendous success, most recent examples are $SURG & $AFFX. Overall, however I do maintain a diversified portfolio and choose dividend paying stocks that offer both growth and income, specifically $MO, $TEVA, $BOH, $SBUX, $T, $HBI, were purchased during corrections providing outstanding yield & growth. I do utilize options very selectively to generate additional income, a strategy I that I find too risky during such volatility as we have experienced since the summer of 2015 through the drop we are currently experiencing currently. I am always re-evaluating my holdings, taking some profits, allowing for a larger cash position and taking advantage of the low prices of quality stocks. Biotech's seem to have been hit the hardest during these rotational corrections however if well researched, there is an excellent reward /risk profile and there is money to be made as long as spec investments are kept within your budget & there is a realistic understanding of the potential to lose it all. I both make and advise buys, as best as I can, to protect against the increased global instability & volatility this market is experiencing, regardless of the industry or company, that no one is immune from large losses so I don't invest what I can't afford to lose. Having had more than a few sleepless nights over the last 6-8 mos. in particular, my motto is if it keeps you up at night, rebalance!. I am always open to here other contributors' views whether or not they match my own, I believe we all have the ability to learn something valuable form each other.
Mid Market M&A consultant specializing in technology and energy industries. Individual Investor for over 25 years. Growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.
I have a keen sense of cutting through management and Investment banker commentary and seeing true value of companies. A lot of my views tend to be controversial for that reason but at the same time remarkably accurate.
To get a feel for my writing, readers can puruse a few of my recent against the grain calls:- with extremely high success rates.