Simply Safe Dividends helps conservative dividend investors increase current income, make better investment decisions, and avoid risk. Brian Bollinger, CPA, runs Simply Safe Dividends and previously worked as an equity research analyst at a multibillion-dollar investment firm.
I invest in the Graham and Buffett tradition, looking for significant discrepancies between price and value, with catalysts to help recognize value. I also apply value investing principles to the biopharmaceutical sector, where I aim to find highly asymmetric bets to include as a portion of a balanced portfolio. My Guiding Principle #1: "Heads I Win, Tails I Don't Lose Much" My Rule #1: "Don't Lose Money".
Ron Rowland is a portfolio manager with Flexible Plan Investments, Ltd., a Registered Investment Advisor specializing in active management, located in Bloomfield Hills, Michigan.
He has been providing market commentary and active investment advice since 1991. He is the founder and editor of Invest With An Edge, a website and weekly newsletter providing free actionable ideas for ETFs, and the home of ETF Deathwatch.
Additionally, he is the Executive Editor of the All Star Investor newsletter (http://allstarinvestor.com), a highly regarded paid subscription investment service he started in 1991.
I always had a strong interest in the stock market since my early teens. I studied Economics and Accounting at Wilfrid Laurier University, and I have earned designations in Certified Management Accounting (CMA CPA) and Certified Alternative Investment Analysts (CAIA). I typically look for companies with descent dividend yields, under valued companies, or struggling companies with turn around potential.
Portfolio Analyst at Phyto Partners
"Phyto Partners is a venture capital fund that invests in businesses that operate in and around the burgeoning cannabis industry. The Phyto team provides strategic business resources to companies that participate in the business of Cannabis."
Michael Berger is the president and founder of Technical420, an independent research firm focused specifically on the cannabis sector. Prior to starting Technical420, Mr. Berger was working for the Equity Research department at Raymond James Financial Inc. While at Raymond James, Mr. Berger also worked as a Financial Analyst for the Private Client Group and as a Compliance Advisor for the Compliance department. Mr. Berger studied finance and economics at Florida State University and is currently working toward achieving his CFA charter.
Former financial analyst - CFA (inactive), portfolio manager and research director with over forty years of investment experience. Media credentials/experience includes daily radio commentaries, weekly newspaper columnist and Internet video host. Also a published business/financial markets author.
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a Certified Public Accountant CPA from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at email@example.com .
Get the highest conviction investment ideas from the world's greatest ideas for $12 per month. The Superinvestor Bulletin builds a portfolio exclusively from the highest conviction investments made by the world’s greatest investors. Since the world’s greatest investors tend to return 15 to 20 percent per year on average, replicating their best ideas should provide superior returns (without their egregious performance fees).Two full investment ideas per month (15 to 20 page report) plus weekly updates. Visit our website or contact us directly for a free sample report.
360 Investment Research uses comprehensive technical analysis to identify investment opportunities across the entire investment universe (equities, bonds, currencies, commodities, etc.). Our purpose is to share knowledge and opportunities with the retail investor, placing emphasis on robust asymmetric risk/reward profiles for each opportunity identified. We believe: + Markets are reflexive, not efficient + Price is the manifestation of opinion and final arbiter of value + Applying technical analysis to the visualization of price provides a valuable advantage in identifying well-defined risk/reward opportunities Specialties: Technical Analysis, Pattern Recognition, Cycle Analysis, Price Harmonics, Relative Strength Analysis, Sentiment Analysis, Equities, Bonds, Forex, Commodities, Demand/Supply Dynamics
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
Kevin is the CEO and founder of Blue Water Capital Advisors. He is involved in all aspects of the business, including portfolio management, financial advisory services, team management and business development, and he is Chairman of the Investment Committee. Kevin is an experienced speaker and is available (under certain conditions) by request.
Kevin brings a unique perspective to wealth and risk management that is very intuitive and measured. Clients are confident in his abilities and trust that their assets are managed by the best in the business. Although he has been a leader within the regional wealth management industry for the majority of the last two decades, it is not his first career. He was a petroleum geologist and academic research scientist for 17 years in his first career. Kevin’s keen sense of risk-reward dynamics was developed during his geological career when he served as an exploration team leader and senior manager in the oil and gas exploration business. He drilled over 100 wells on his own geological interpretations and found millions of barrels of oil. This was a very high risk kind of business, and Kevin learned a great deal about how risk really works from his experiences in exploration geology.
He was also a professor at The University of New Hampshire and Bryn Mawr College for several years and has published 11 papers in international scientific journals and books. Highlights of Kevin’s geological career include surviving a violent well blowout, working as a consultant to Phillips Petroleum, Texaco, Exxon, and numerous independent firms, acting as a Principal Investigator on a dinosaur dig in Montana, diving Australia’s Great Barrier Reef, teaching and advising students, receiving numerous research awards and grants, and conducting funded scientific research on sedimentology, paleoceanography, paleoclimatology, geochemistry, and global plate tectonics.
Kevin left his geology career when the global oil price collapse finally caught up to him in 1992. He went into the financial advising industry because his father had been a nationally-ranked leader in that field with a major national firm, so he felt comfortable with making the transition. Over the years he was awarded the Chartered Financial Consultant (ChFC) designation and has completed about half of the coursework for a Master’s degree in Financial Services. Kevin served as a Trust Officer and Vice President for a major Midwestern regional bank for seven years, and served as a Senior Vice President at National Bank of Commerce in Duluth for four years. He was a member and board member of the Arrowhead Estate Planning Council for a number of years. He has a refined sense of the big economic picture that is grounded in his ability to differentiate meaningful information from “noise,” as he once did while working in science and petroleum geology. Kevin is the principal shareholder of Blue Water Capital Advisors, LLC.
As an individual investor nearing retirement I am trying to build my financial assets in order to have a fulfilling retirement. I am interested in trading both long and short; or at least using inverse ETFs, to take advantage of market declines. Having long term and short term trading strategies, proper execution of my trading plan, and absolute investing results are my goals. I see my articles as a way to keep me focused on developing winning trades. I also expect to learn much from the feedback that is provided in the comments section.
I'm a 65-year-old investor focused on dividends in a Retirement Income Portfolio. I'm not yet in the distribution phase of retirement.
I've been a member of the National Association of Investment Clubs (NAIC) since 1982, which now operates as BetterInvesting.org. For many years as a volunteer I helped lead workshops to teach tools developed by NAIC to educate investors about how to do basic fundamental stock analysis. I continue to have a strong interest in investor education.
NAIC's historic "four principles" have been very helpful to me:
1) invest regularly throughout your lifetime;
2) invest in growth companies;
3) reinvest earnings and profits;
4) diversify by industry and size.
Bill Bengen's "4% Rule" concept inspired me to set a goal to create a retirement income portfolio of individual dividend growth stocks as a way to tap only dividend income from the portfolio as long as possible rather than selling assets.
Helpful mentors and colleagues include:
- Charles Allmon, former columnist for Better Investing, taught me to look for growth stocks
- Ben Graham's The Intelligent Investor taught me the importance of intrinsic value
- Peter Lynch instilled confidence that the average citizen can win in the stock market
- Louis Rukeyser demonstrated how to ask probing questions about market conditions
- Brad Thomas introduced me to a host of real estate investment trusts
- Bob Wells' analytical discipline keeps me focused on dividend growth
- Lowell Miller's The Single Best Investment helped me focus on quality and safety
- David Van Knapp's holistic style of portfolio building helps me see the big picture
- David Fish and Factoids inspire me to keep digging for data
- Chowder reminds me that each buy is the purchase of a business
- BDC Buzz has helped me sift through business development companies
- Tom Konrad opened my mind to alternative energy investments
- George Fisher is a helpful "lookout" scanning the horizon for utility opportunities
- The Seeking Alpha community--both veterans and young contributors.
I'm an Army veteran and former energy dividend writer for The Motley Fool. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams, and enrich their lives. With 20 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 4-5% yield
2. Offers 9%-10% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
1. Navios Maritime Midstream Partners (NAP)
2. Golar LNG Partners (GMLP)
3. Dynagas LNG Partners (DLNG)
4. Suburban Propane Partners (SPH)
5. Ship Finance International (SFL)
6. KNOT Offshore Partners (KNOP)
7. Sunoco LP (SUN)
8. Summit Midstream Partners (SMLP)
9. Gaslog Partners (GLOP)
10. Triangle Capital (TCAP)
11. Seaspan (SSW)
12. CorEnergy Infrastructure Trust (CORR)
13. Energy Transfer Partners (ETP)
14. Fidus Investment Corp. (FDUS)
15. New Mountain Finance Corp. (NMFC)
16. Ares Capital (ARCC)
17. Annaly Capital Management (NLY)
18. Terra Nitrogen (TNH)
19. Monroe Capital (MRCC)
20. Hercules Capital (HGTC)
21. TPG Specialty Lending (TSLX)
22. Enviva Partners (EVA)
23. ONEOK Partners (OKS)
24. Hoegh LNG Partners (HMLP)
25. Jernigan Capital (JCAP)
26. Starwood Property Trust (STWD)
27. New Senior Investment Group (SNR)
28. Ladder Capital Corp. (LADR)
29. Compass Diversified Holdings (CODI)
30. Goldman Sachs BDC Inc (GSBD)
31. Ares Commercial Real Estate Corp. (ACRE)
32. AmeriGas Partners (APU)
33. Ciner Resources (CINR)
34. Care Capital Properties (CCP)
35. Genesis Energy Partners (GEL)
36. Landmark Infrastructure Partners (LMRK)
37. Blackstone Minerals (BSM)
38. Omega Healthcare Investors (OHI)
39. Tallgrass Energy Partners (TEP)
40. Xenia Hotels & Resorts (XHR)
41. Holly Energy Partners (HEP)
42. City Office REIT (CIO)
43. Gaming and Leisure Properties (GLPI)
44. Pattern Energy Group (PEGI)
45. Sunoco Logistics Partners (SXL)
46. Sabra Healthcare REIT (SBRA)
47. Community Healthcare Trust (CHCT)
48. Main street Capital (MAIN)
49. LaSalle Hotel Properties (LHO)
50. Energy Transfer Equity (ETE)
51. Chatham Lodging Trust (CLDT)
52. Royal Dutch Shell (RDS.A)
53. Chesapeake Lodging Trust (CHSP)
54. Macquarie Infrastructure Corp. (MIC)
55. MPLX (MPLX)
56. Medical Properties Trust (MPW)
57. Apple Hospitality REIT (APLE)
58. 8Point3 Energy Partners (CAFD)
59. Brookfield Renewable Partners (BEP)
60. Stag Industrial (STAG)
61. NRG Yield (NYLD)
62. InfraREIT (HIFR)
63. VEREIT (VER)
64. Armada Hoffler Properties (AHH)
65. Spirit Realty Capital (SRC)
66. HollyFrontier Corp. (HFC)
67. Vodafone (VOD)
68. Hannon Armstrong Sustainable Infrastructure Capital (HASI)
69. Ford (F)
70. NextEra Energy Partners (NEP)
71. GM (GM)
72. PacWest Bancorp (PACW)
73. AT&T (T)
74. Easterly Government Properties (DEA)
75. Brookfield Property Partners (BPY)
76. ONEOK Inc (OKE)
77. W.P Carey (WPC)
78. MGM Growth Properties (MGP)
79. Preferred Apartment Communities (APTS)
80. Hersha Hospitality Trust (HT)
81. RLJ Hospitality Trust (RLJ)
82. Enterprise Products Partners (EPD)
83. Pebblebrook Hotel Trust (PEB)
84. Brookfield Infrastructure Partners (BIP)
85. Magellan Midstream Partners (MMP)
86. Iron Mountain (IRM)
87. National Health Investors (NHI)
88. EPR Properties (EPR)
89. Spectra Energy Corp. (SE)
90. Shell Midstream Partners (SHLX)
91. Lazard Ltd. (LAZ)
92. Chevron (CVX)
93. Helmerich & Payne (HP)
94. Tallgrass Energy GP (TEGP)
95. Valero Energy Corp (VLO)
96. Maiden Holdings (MHLD)
97. EQT Midstream Partners (EQM)
98. Oceaneering International (OII)
99. Dominion Midstream Partners (DM)
100. Toronto-Dominion Bank (TD)
101. Invesco (IVZ)
102. Valero Energy Partners (VLP)
103. ExxonMobil (XOM)
104. L Brands (LB)
105. Suncor Energy (SU)
106. Wells Fargo (WFC)
107. Gilead Sciences (GILD)
108. EQT GP Holdings (EQGP)
109. Bank of America (BAC)
I was born in Finland, raised in France and I have studied in Germany, the UK and the USA. I have a passion for finance and been actively managing my own portfolio of traditional and alternative investments since the age of 14. I have been very entrepreneurial since an early age and started my first company in the retail sector at the age of 16 in France and later acquired my first investment property at the age of 18 in Germany.
I constantly search for businesses with above average economics selling at below average valuations. My investment horizon is always long and my philosophy contrarian. I dedicate most of my analytical efforts to segments of the financial markets that are likely to present the most inefficiencies and focus on industries where I can have a competitive advantage over other investors. From my past entrepreneurial ventures, I have developed a strong understanding of the real estate, retail, and restaurant sectors and as a result tend to focus on these. My international background also gives me a certain edge over other investors as it provides me a superior understanding of the differences between European and American markets which help me to identify superior opportunities in a broader universe of securities.
I put lots of emphasis in getting a strong educational background in traditional assets as well as in alternative assets. I am a CFA Level II Candidate, hold a B.Sc in Construction and Property Management and will graduate with a second B.Sc. in Real Estate Asset Management in March 2017
Don't hesitate to reach out.
DISCLAIMER: Jussi Askola is not a Registered Investment Advisor or Financial Planner. The Information in his articles and his comments on SeekingAlpha.com or elsewhere is provided for information purposes only. Do your own research or seek the advice of a qualified professional. You are responsible for your own investment decisions.
Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.
***The premium subscription portfolio returned 9.3% in less than a year, significantly outperforming major indexes. For a free trial of the paid subscription, please click on the orange "FREE TRIAL" link to learn more. If you would like to receive future free updates on interesting companies, please click the orange "Follow" button on any page showing one of my articles. The "Follow" button is located at the top of the page, next to my profile name and picture. Also, please make sure to learn more about my paid SeekingAlpha Marketplace subscription service and take advantage of the absolutely free trial.***
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Martin Vlcek is a full-time investor and analyst who has been actively investing and managing money for more than 15 years. Martin has an Economics degree. Martin’s investment philosophy is to hold a truly diversified portfolio of investments across asset classes with low or negative correlation and a positive carry if possible. His primary stock investment focus is on undervalued small-cap stocks with favorable risk-to-reward ratio and upcoming catalysts.
Martin became a full-time investor and money manager after a 15-year career in online marketing where he was one of the pioneers of the pay-per-click search. Martin later held managerial positions at several Fortune 500 companies and also managed his own startup company.
IMPORTANT DISCLAIMER: Martin is not a Registered Investment Advisor, Broker/Dealer, Securities Broker or Financial Planner. The Information in his articles, his comment and his premium subscription service on SeekingAlpha.com or elsewhere is provided for information purposes only. The Information is not intended to be and does not constitute financial advice or any other advice, is general in nature and not specific to any individual. Before using Martin's information to make an investment decision, you should seek the advice of a qualified and registered securities professional and undertake your own due diligence. None of the information provided by Martin is intended as investment advice, as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. Martin is not responsible for any investment decision made by you. You are responsible for your own investment research and investment decisions.
Value Investor. Research Analyst.
Follow me if you are a patient investor who can weather short-term volatility.
Creator of the V20 Portfolio. Follow my analysis here: http://seekingalpha.com/article/3558556-the-v20-portfolio-introduction.
If you are interested in getting a sample report from my research service please shoot me a message at john.steinberg22[at]hotmail.com. Please include your background (professional/retail) as well.
Click the follow button if you want to continue learning more about the World Economy in depth and remain informed on developments in three plus two countries: US, Germany, Russia (deep analysis, including indexes and important stocks) & China, Japan (Economic development mostly). Knowledge will help you be prepared and know when it’s time to enter a market and when it’s time to leave.
Together we will also learn a lot about the banking and possibly the maritime shipping industries - two additional tools that will help us comprehend turning points in the World Economy.
Now a little bit about me:
Born in Germany and currently living in Greece, I have been investing and educating myself for over 8 years. I believe keeping a broad spectrum on knowledge in all levels (mico and macro environment), can help an investor truly understand how the business environment works and hence be able to profit with fairly low risk (comprehensive knowledge reduces risk). Hence, over the past years my financial knowledge has spread from financial statement analysis to macro-economics.
I rarely engage in day trading and I value standard procedure rules, discipline practicing and low risk investments (low risk does not translate into small earnings). I have a degree in Finance and I am operating a well-respected Macro-analysis & Geo-economics website (www.analyst.gr) and engage in facilitating exports (www.expohellas.gr).
Author of Quantitative Investing, the Global Household Index service and the free weekly Market Timing Signals. Investor looking for profitability in combinations of value and quality factors, closed-end funds selection, tactical asset allocation and volatility trading. To get information on my various model portfolios in stocks, ETFs and CEFs, click the link "send message".
PhD, Software Engineer, Civil Engineer, 20+ years working in various sectors and countries.
If you are interested in any of my digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site
You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium SA platform, "Retirement: One Dividend At A Time"
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
Daniel Moore is the creator of FinancialRelativity.com, a web portal created for the purpose of tracking the status of financial markets and providing investment analysis and portfolio management insights to investors. Based on the systematic investment research, he writes about the market and publishes his views through internet market publications. He has over 25 years of management experience in corporate finance in a variety of high technology start-ups and public companies. A graduate of Duke University’s Fuqua School of Business in 1988, he has spent the last 10 years managing investment portfolios seeking high risk reward returns for fixed income investors.
I am an independent senior pension and investment analyst with years of experience working on the buy and sell-side. I have researched and invested in traditional and alternative asset classes at two of the largest public pension funds in Canada, the Caisse de dépôt et placement du Québec (Caisse) and the Public Sector Pension Investment Board (PSP Investments). I've also consulted the Treasury Board Secretariat of Canada on the governance of the Federal Public Service Pension Plan (2007) and been invited to speak at the Standing Committee on Finance (2009) and the Senate Standing Committee on Banking, Commerce and Trade (2010) to discuss Canada's pension system. You can follow my blog posts on your Bloomberg terminal and track me on Twitter (@PensionPulse) where I post many links to pension and investment articles as well as my market thoughts and other articles of interest. Please remember to support my efforts by clicking on the ads on the blog but more importantly by contributing via PayPal clicking on the buttons below. Anyone can contribute any amount at any time (all tips are greatly appreciated) but institutional investors are kindly requested to support this blog via an annual subscription of $500, $1000 or $5000 CAD (third option includes specialized consulting mandates). For all inquiries and comments, email me at LKolivakis@gmail.com.
I have over five years of experience in covering financial markets. I am interested in commodities, emerging markets, media & entertainment and technology.
As an investor, I always employ the top-down approach. My objective is to share my insights and investing ideas and also learn from other accomplished investors here.
At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Brian Nelson is the President of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at firstname.lastname@example.org.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum
I am an individual investor who has been actively involved in the healthcare and biotechnology space for over 15 years. I hold a PhD in the biomedical sciences and have worked in both large pharmaceutical and small biotech companies. I make investments based on the fundamentals of a company and if I believe they have a superior technology or products compared to the competition. I'm an investor who believes patience pays off.
Chief Investment Officer, Stanford Wealth Management. Retired senior exec of Charles Schwab. 36 years active and reserve military service -- 6 in special operations, 30 in the intelligence community. Geopolitical analyst.
Author -- investment book Bringing Home the Gold.
Editor -- The Investor’s Edge®. In the 16 years from inception through year-end 2015, the Investor’s Edge® Growth & Value Portfolio increased in value from $250,000 to $1,038,453. That same $250,000 invested in the S&P 500 rose to just $422,905. (Past results are no guarantee of future performance; maybe those 16 years were pure luck.)
Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
If you have a $500,000 portfolio ($250,000 for solely mutual funds & ETFs) you may contact me for a no-obligation "second opinion." email@example.com.
Darwin Investment Strategies: An elegant reconceptualization of asset allocation using portfolio mathematics, insensitive to noise and regularly reconfigured to account for observed changes in volatility and correlations across the world's major markets and asset classes. No story, no forecasts, no biases; just maximum returns per unit of risk.