I'm a facilities maintenance mechanic in the San Francisco bay area working for a drug company. I LOVE to play golf and hope break par someday. I ride a Harley touring bike whenever possible and collect classic convertibles. Hoping to retire early to play golf 5 days a week. Never been very good at investing!
Mr. Berger is the creator and developer of the YDP screening tool, a chart system and its analysis for screening and monitoring dividend income equity investments. The recipient of Seeking Alpha's Outstanding Performance Award, he also has been Seeking Alpha's #3 ranked Author for Income Investing Strategy & #4 for Utilities.
20 years of sitting in the board room gives me unique insights into Oil & Gas investments and corporate deal making in general. Additionally, he offers a Premium Research subscription service for boosting income while reducing market risk using covered option writing on a dividend income equity portfolio.
Residing in Brazil gives me a local's inside view on the pulse of its economy, politics, investment climate and breaking news. A view of my front yard is available here.
A former Chief Operating Officer, Director, Vice President and General Manger of Oil and Gas for Southern Pacific's Oil and Gas Operations, Business owner, geologist, and cribbage player, I've been an investor for over 48 years (started young at 13) and learned my lessons the way that makes them stick, by hard knocks and both big and little mistakes. Hopefully I can share some of those lessons with others.
I am an American expatriate that decided to retire at age 57 in 2009 and now live in Brazil. As an early retiree I invest for income and manage portfolio risk by screening for strong and reliable historic data along with favorable fundamental and technical current trends.
I spend 6 months/year living at home in Brazil and 6 months/year traveling the world. I have structured my financial positions so that I live virtually tax free with much of my income exempt from US tax since I live ex patriot and a lot of my US derived income over the annual ex-patriate exemptions is held in my tax free ROTH and tax deferred IRA/SIMPLE plans. This enables my tax savings to pay for my 6 months of annual traveling :) .
My investing is for income and appreciation with a balance of low to moderate short term risk and low long term risk. To accomplish this I use quality dividend payors with a long track record of steady or increasing dividends along with slowly appreciating equity prices. I target a 6 to 9 % yield and almost exclusively require a minimum history of 5 years of steady/increasing dividends and no decreases in dividend ever or at least past 10 years. I diversify through sector, country and currency unit the stocks are traded in, and security type (equity, royalty trust, REIT, mlp, etf, and ADRs).
I use covered call writing to enhance my portfolio yield with no added risk. In fact, it lowers the risk substantially. Once I identify a stock I want to own and an entry price for it, I write cash covered puts at or below that entry price (with a minimum of 1%/month time premium. Thus i obtain at least a 12% annualized yield before compounding just from the option premium.
Likewise, I use the sale of cash covered puts to generate income and and generally get an entry point at 5 to 10% below my acceptable entry level price if/when the put stock does get presented. Thus my strategy provides a 12% pre compound yield on cash and entry into stock purchases at a 5 to 10% discount from "retail".
Because I only select stocks that I am willing to hold long term for their reliable dividend yields of > 6%, I am not concerned much with market volatility or short/midterm risk. Indeed, market volatility is my friend since it increases the premiums paid on the options I sell. I also selectively sell covered calls on positions I hold long so as to add to my yield that way while not taking on any additional risk.
This strategy has kept me happily living off my portfolio income and traveling 1/2 the year while my portfolio has been slowly increasing in value even after my harvesting income for living expenses. Of course my income will incrementally increase when social security kicks in for me in a few more years and I may then slightly mofidy my goals and strategies.
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Richard Moheban (aka Retired Aviator) earned a BBA in Finance, Investment & Banking from a national top ten (public) business school—the University of Wisconsin at Madison. He then went on to earn a BFA (with Honors) in 1992. After that, however, his one year of working in the corporate world was enough for him to realize that it was not his cup of tea. He decided he needed more freedom and daily variety than any Finance position could offer, so he went to work for himself.
Determined to somehow achieve financial independence without the grind, he worked as many as four part-time jobs concurrently to obtain seed cash for investing. He devoted much of his non-working time to studying investments and "real world" Economics (as opposed to the academic variety), refining several workable theories along the way. For years he plowed every spare nickel into investing. Using only his relatively modest sources of income as an investing base, over time he was able to multiply his savings and thus achieve his dream of retiring by his mid-forties in 2009. Today he enjoys pursuing a variety of recreational interests, researching, writing, and has several ideas in the works for new books. He has one book published to date.
35 year "community banker"..."jack of all trades"...ops...systems...retail...lending...compliance...executive and board committees. No "specialty"...but very aware of financial services big picture and intricacies...experience in $14M to $60B asset range. Investment experience a missing piece...but working on it. Mobile Internet...Cloud...Energy (NATGAS-Grids-Battery)...Financial services - Regional/Community...any disruptive company themes. Now Biotech.
I am a retired wall street attorney. I started out specializing exclusively in securities law. As I developed my practice, it morphed into a corporate finance practice specializing in mergers and acquisitions, with the securities law aspects being secondary.
I'm not much for diversification. I tend to put a substantial amount in a few baskets and then watch those baskets very, very carefully.
I am interested in finding short term trading strategies that result in a positive EV over time, as a way of generating income and personal freedom. On the other hand I enjoy betting games, and view my trading like betting poker hands. The longer term strategy would be to funnel trading profits to solid dividend payers, as a way to cash out of the casino. If you like my work, feel free to contact me.
Dr. Buiel has 20 years of experience developing lithium-ion batteries, super capacitors, asymmetric lead-carbon supercapacitors, carbon-based materials for various electrochemical applications, and advanced lead acid batteries for a variety of clean technology applications. Dr. Buiel received his Ph. D. in Physics from Dalhousie University where he worked to develop low cost carbon electrode materials for lithium ion batteries. Dr. Buiel has served as the Energy Storage Group Leader for MeadWestvaco and as the Vice President and Chief Technical Officer of Axion Power International, Inc. During his time at Axion, he worked to develop advanced lead acid and hybrid lead/carbon supercapacitors for a variety of applications including hybrid vehicles, renewable energy installations, military, truck auxiliary power units, and various other clean technology applications. After leaving Axion, Dr. Buiel has started a consulting company called Coulometrics that provides manufacturing and product development R&D services for a variety of companies including a major supercapacitor company and a number of start-ups including a company focused on developing battery technologies beyond lithium-ion batteries.
My wife and I have been living full time in a motor coach since 1998; we travel around the USA chasing good weather and adventure. We also park the coach from time to time in order to jump on a jet for some foreign adventures. I am an independent investor.
Independent Investor; Independent Thinker. I worked for the DoD for a decade; now in private industry.
I trade long and short, sometimes using pair trades. However, my specialty is Option Spreads using Calls/Puts, and various other Delta strategies. I seek "targets of opportunity" by trading (usually selling) into inflated volatility, thus taking advantage of what might be mis-priced "fear."
I also use my ample free time to research investment ideas and/or short term trading opportunities, wherever they may exist. My experience includes over two decades managing eight distinct portfolios for immediate family only.
If you have a trading idea and/or question, please feel free to 'PM' me.
Let's see, Veteran (Vietnam era), Commercial Artist, picture framer, industrial engineer & corporate executive (once upon a time), small business owner and operator, Ayn Rand fan, Libertarian (and no, its not a synonym for "Republican" or "Conservative"), and history buff. Serious investor, I need to earn money from my assets, and I'm of the age where I pull money out to help put food on the table. I like to fish, but just as with my investing, I am a "meat fisherman", I only kill what I plan to consume.
Michael A. Gayed, CFA, winner of the 2016 Dow Award and 2015 NAAIM Wagner Award, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages mutual funds and separate accounts according to its ATAC strategies. Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube youtube.com/pensionpartners. He has re-released his father's 1990 book Intermarket Analysis and Investing, now available on Amazon.com.
I write about emerging and frontier markets in Asia. I now primarily contribute work to Forbes Asia. My most recent work and my complete bio can be found on Forbes Asia's site:
If it is easier, you can find my recent work sorted by country on this Seeking Alpha blog:
You can follow me on Twitter here: https://twitter.com/FrontierWriter
You can find me on Linked In here (I accept 98% of connection requests): http://www.linkedin.com/pub/jon-springer/42/b15/844
I would like to thank Seeking Alpha's editorial staff for giving me a start in this profession. In particular I would like to thank George Moriarty and Eli Hoffman.
I will contribute still to Seeking Alpha from time to time as the opportunity presents itself.
The picture is a young man pole-vaulting a bull in Pamplona, Spain, as part of the festivities around the annual running of the bulls. "Play with the bull, avoid the horns."
I'm a full time, long time Private Investor in under the radar high risk/reward stocks. I have also been a Portfolio Manager of a large fixed income and equities portfolio, Investment Advisor, Financial Consultant, and a Financial Analyst. Degree in Finance.
Doty WindFuels is a subgroup of Doty Scientific - a small company founded by my father 30 years ago.
We are currently developing a new energy paradigm - a process for using variable renewable energy to convert CO2 into liquid hydrocarbon fuels and chemicals. The products would be called "WindFuels", because currently wind power must often be curtailed, and that energy could instead be used to power the needed chemical reactions. But despite the name, any form of electricity will serve. Nuclear, Wind, Solar, and Geothermal all will see benefits in having a completely stabilized grid which can result from an instantaneous demand response, so we offer a desperately needed solution for all forms of renewable power. The product is carbon-neutral, or incredibly low-carbon fuels.
I am an energy market analyst who works for the Doty Scientific in the Doty WindFuels group. I am invested in Doty Scientific Inc., but have no other investments other than a diversified 401K.
Retired mechanical engineering designer. Specialized in clean air, water & process gases for semiconductor industry. Now I just piddle around designing PCB and mechanical contraptions for a local electrical inverter manufacturer and following the markets.
Spent over 30 years in computer systems work, many different functions. Owned my own business for awhile. Got tired of it (managing employees is not my baliwick) and stopped doing it professionally. Did other things, off and on, for some more years and finally bumped into this investing/trading stuff. "Looks like a challenge" said I and jumped in (I've found I'm happiest learning new things and overcoming challenges - this certainly qualifies as a challenge).
Still on the steep side of the learning curve, but with facilities like Seeking Alpha, internet availability of all sorts of information and dedication, I'm beginning to improve my performance.
As part of that learning, I've recently been working on learning technical analysis of charts.
I Have been using covered call options for a while and had good success with that, so I'm currently studying and playing with small positions using other option strategies.
Being interested in a lot of different things, I had a desire to check out natural gas, due to its environmental and potential cost benefits. Fortunately, before I dabbled in it, I had already learned to not trade on emotion and had started getting familiar with how I might more effectively use technical analysis of charts. My first foray into NG, using UNG, I made a small return in a short time, thanks to the charts.
As time goes on, I'm discovering additional resources. It looks like I might enjoy doing this for a long time.
Because of my background, I guess, I'm a big believer in "community knowledge". That is what any one of us knows is available to all the community members, except for those that need a serious "attitude adjustment".
I enjoy learning from all and sharing what I may have to contribute.