36 years old. Native German. I work as an equity analyst at a boutique Investment Bank in Europe. I started investing privately in 2001 - just to get burned badly. Got back to investing my private wealth in 2013 with great success so far. I prefer momentum and value strategies. Typically looking for out-of-favour stocks with quality business models. Use fundamental analysis (competitive strategy, defensibility, structural growth potential, valuation, free cash generation) combined with technical analysis for entry/exit points. I am willing to hold high conviction ideas for 1-2 years but will trade in and out of positions depending on news flow and technical indicators (oversold, overbought).
I was heavily invested in oil and commodities this year. Currently no material positions. Will be looking for new investments in early 2017.
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.
Karl Francis is a private investor, living in Europe, with academic degrees in engineering and economics. He has worked for more than 30 years in various fields as an independent consultant for multinational enterprises and international agencies around the world. For about ten years, his work was energy related.
I am 40 and would like to retire before 60. I am fortunate to work for a state government and I am vested in their pension. So, I am set when I turn 60+. Because I don't have to worry about saving for a normal retirement age, I have been able to put almost all of my savings towards the goal of early retirement, by investing in a taxable brokerage account.
Private Investor. 30 years in the debt capital markets. Bias towards out of favor stocks and bonds. Sector focused investor. Time horizons have shortened for me in this environment. Each day in this market per Fed, algo trading, US budget deficits, and manipulation in energy and gold markets... approaching each day in this current climate ready for battle!
Independent economic consultant in world petroleum. Analyst at Shale Intelligence, LLC . Started beating the energy market with friends from my own oil & gas research. Now, I independently work with several hedge funds and UN Pension Fund.... In addition to several of my close friends.
Mr. Constantinou is a graduate of the London School of Economics and Political Science. After 34 years of service with the United Nations (1961-1995), he retired as Chief of the Energy Program at UN Headquarters in New York, where he authored numerous reports for the UN Economic & Social Council, the General Assembly and various Energy Committees as well as publications such as the annual World Economic Survey.
Chief Director of Global Energy Operations at Shale Intelligence, LLC a division of Equis Trading Inc. Headquarters in New York City, providing strategic consulting services with particular reference to oil and gas trends and prospects.
Charles organized several international seminars and symposia on world oil and natural gas demand & supply, petroleum refineries, exploration & development policies and relations between oil importing and exporting countries, as well as electric power, coal, new and renewable sources of energy and non-conventional sources, such as oil shales, tar sands and heavy oils.
Since his retirement, he has been active as a consultant to the United Nations for a study on The World Oil Situation & Prospects and the organization of a Natural Gas Seminar in China, the Government of Cyprus on oil & gas exploration and private investors in oil and gas from Cyprus & Long Island, New York.
University of Oklahoma, B.Sc., Economics and GIS*
Gai Jin Trading
Minority Working Interest Partner
Schwab Meat Co. (Schwab & Co.)
Pricing and Operations
A mid -life investor , investing in stocks since October 2014, in Taxable, and 401ks. DGI remains the core, with ever larger forays into Income Growth/High Yield Rental Real Estate, Smaller Local Bank plays CURRENT HOLDINGS: Banks : Canadian: BNS BMO CM TD RY Australian : ANZBY NABZY WBK HSBC Insurance : AEG AFL BCRH TRV Money Managers: BEN ROW Alternatives: BX Reits: Healthcare: HCP OHI VTR SBRA MPW SNH Triple Nets: O WPC LXP CORR SRC Industrial: STAG DLR Apartments: IRT WSR GOV Canadian REITs : Integrated: Artis Retrocom Northern Property BTB Office- Dream-Office, Dream Global Cominar Industrial- Dream industrial Hospitality: American Hotel income Properties Temple Hotels Healthcare: Northwest , Medical Facilities ( DR.UN) Real Estate Services: BRE Utilities : SO NGG PPL D BUI DPG UTF mREITs : MORL, REM, EFC, AI NRZ Commerical mREITs: STWD BXMT BDC: HTGC BDCL Healthcare: AZN ABBV AMGN BAX BXLT CELG GILD GSK JNJ Integrated Oil: BP CVX OXY RDS-B STO TOT XOM MLPs: MLPL AMZA KMI OKE WMB SE Upstream : VNR LNCO MEMP COP Midstream: EPD ETP OKS Downstream: NTI CVRR CLMT Misc. MLPs : ARLP CCLP HCLP UAN Oil filed Services : HP NOV ESV SDRL NADL Canadian Oils: PGH CPG SU HSE Canadian Midstreams: ENB IPL PBA VET Agriculture: AGGZM CEFs : CEFL DVHL Equity: JGV AOD Option/ROC CEFs: BXMX DIAX QQQX ETY Floating Rate: EFF PFN Real Estate : IGR PGZ AWP Fixed Income : PCI Utilities/Infrastructure BUI UTF DPG IFN Preferreds: JPS JPC DFP Microcaps: RVT Healthcare: THQ GRX Option/ROC CEFs : JGV, DIAX, BXMX, QQQX, ETY TAL, TGH Technology: AAPL MSFT QCOM HTGC INTC STK Transports: CHRW GBX Rails: CNI NSC UNP Shipping /LNG: DLNG CPLP GMLP SFL NMM KNOP Containers: TAL TGH SSW Retail: TJX WFM WMT COST Infrastructure: BIP BEP INF Industrials: CAT CMI DOV EMR GE MMM BA LMT Commodities: BBL SOUHY POT Consumer/Discretionary : PM KO PEP PG UL GIS HSY NSRGY KHZ DIS NKE MCD YUM MAT HAS LVS DEO Telecoms: T VZ BCE Small caps : STB TIS JMP FXL.AX ETFs: SDIV DWX Muni CEFs: BTA VKQ VGM NQM NIO MHI Misc: AGNC-B