A mechanical engineer and PhD, a dividend guy who is accumulating high quality assets for retirement which is 25 years away. I currently own: BAX,BP,CSX,COP,CVX,GE,GSK,IBM,JNJ,KO,KMR/KMI,MA,MCD,MO,NSC,OHI,PG,PEP,PM,RDS/B,T,V,VZ,VTR,WFC,WMT, and XOM.
I am a "reformed" ex-financial adviser who made a career change into healthcare for both practical and altruistic reasons. I have over 15 years of past experience in wealth management. During my previous career I specialized in overall portfolio management and relationship management for ultra-wealthy clients. Prior to voluntarily walking away from a very successful but ultimately unfulfilled career, I co-managed a book of business totaling approximately $1.2 billion AUM including stocks, bonds, mutual funds, hedged funds and private equity funds for a private trust company.
However, after a close family member passed away in 2011 I did some deep soul searching and decided to leave the wealth management business in 1012 for a career in healthcare. From an altruistic standpoint, I believe that I can have a more meaningful impact on society in the healthcare field as a clinician. Also, from a more pragmatic standpoint, I believe that disruptive technology will have less of an impact on careers such as physicians, physicians assistants and nurse practitioners; these types of careers are hard to automate for a number of reasons beyond the scope of this bio.
Now that I have successfully completed my career transition into healthcare I would like to leverage my years of financial experience to keep individuals informed and entertained. I would be doing this research for myself so why not write about it in an open forum like Seeking Alpha. Thanks for reading my profile and I hope that you enjoy my articles.
Education:• B.A., Political Science from Valdosta State University (2000) • MBA, University of Georgia (2010) • BSN, Mercer University (2015)
Friedrich is the name given to our algorithm for analyzing companies that trade on the global stock markets. In creating Friedrich we concentrated on analyzing each company’s Main Street operations through various established ratios, along with our own unique ratios that we developed over the last 30 years. What we came up with is a final "Main Street" price per share based on Generally Accepted Accounting Principles (GAAP), which is a framework of accounting standards, rules and procedures defined by the professional accounting industry, which has been adopted by nearly all publicly traded U.S. companies. We feel that our Main Street price result is what each company would need to trade at in order to be attractive to a businessperson on Main Street looking to buy at a bargain.
Since the only constant in the universe is change, the results for each company fluctuate by varying degrees. No company is an island unto itself, but each operates in a world of constant change and at times in areas where Chaos is the norm. By analyzing a company’s Main Street operations over time, Friedrich is able to give the potential investor a decade long analysis (opinion) as well as offering a Trailing Twelve Month (TTM) analysis (opinion), as well. Thus our readers will not only get as close to a real time view of operations on Main Street as is possible, but then can measure the consistency of the company’s operations over time to determine if s/he should invest or not.
Through our Friedrich algorithm we can analyze ten years of Balance Sheet, Income Statement and Cash Flow Statement data for each company all at once and generate one final result in seconds. Friedrich was designed to be ultra-conservative and thus will cut zero slack to any company under analysis and will do so with zero emotion. Companies must be exceptional in order to get an attractive Main Street valuation and the ideal investments according to our backtesting are the ones that have been consistent over time.
By being so ultra conservative Friedrich is designed to identify bargains that Wall Street investors may have overlooked. Companies shares may trade on the stock market but the companies themselves operate on Main Street, so Friedrich is designed to generate a Main Street price per share first and only then does he go to Wall Street and see the price for which Benjamin Graham’s “Mr. Market” is offering the shares.
Small business owner and private investor. I am a buyer of high quality dividend stocks, with wide moats. I concentrate my portfolio on stocks that grow earnings with sustainable increasing dividends payments.
I am a 50 something longtime investor and brand new empty nester. My investment style has been mostly growth and momentum. Am in the process of shifting to Dividend Growth Investing and Capitol Preservation with the goal of creating an income stream that will exceed our living expenses.