My name is Jason Knapp. I run a Special Situation Investing website called, well appropriately "Special Situation Investing News." If you're interested in reading daily news about special situation investing, such as including Spinoffs, Activists, Thrift Conversions, M&A, etc... make sure to check it out. https://tmfdeej.whotrades.com/ You can also follow me on Twitter for up to the minute news on the subject @SpecialSitNews I used to hang out over at The Motley Fool and post / blog there under the username TMFDeej. I am a special situation investor through and through, looking for stocks with unique "stories" that will act as catalysts to spur higher share prices in the future. Ideally these stocks are cheap and even better pay dividends, but I'm an equal opportunity investor who will go anywhere there is an interesting opportunity.
I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
I am a cat. I invest so I can retire early to focus on my passions of sitting around all day and chasing laser pointers. I wouldn't read too much into what I say.
Although, even a cat is smart enough to avoid Amazon with a PE (ttm) of 873.40, the 3D printing stock bubble, etc., when there are perfectly profitable multi-billion dollar companies with either reasonable price/earnings ratios or growth catalysts. I love catnip as much as the next cat, but that doesn't mean catnip is the best investment option available. That would be dog pounds.
If you aren't already, I strongly recommend following:
* BDC Buzz
* Brad Thomas
* Bret Jensen
* Chris DeMuth, Jr.
* DAG Investments
* Russ Fischer
Dividend Growth Investing:
* Chuck Carnevale
* David Fish
* Regarded Solutions
* Cam Hui
* Lance Brofman
SeekingAlpha has a wealth of information available if you're willing to do the work.
After graduating cum laude with a BA in economics from Harvard, I worked in hedge funds and investment banking for ~6 years before leaving to manage my own money full time. I am a CFA charterholder and focus mostly on microcaps / event-oriented trades as that is where I think the market tends to be least efficient. I also started a website to track interesting arbitrage opportunities for individual investors (link below) - check it out!
I'm Gene Baugh and I've been studying the stock market and the economy since before I went to The University of Texas at Arlington to earn a Bachelors in Finance. Class of '83.
One day as I was listening to a Jim Rogers interview and the reporter asked him if he was buying any oil stocks right now. His reply was "Only for my kids."
My son was sixteen at the time. This made me ask myself alot of questions.
I had always been a mutual fund trader and a 'macro' kind of guy sometimes moving from fully invested to a 100% cash allocation (back when money market funds actually paid you something). Occasionally (like 1986 through the '87 crash) I would move from cash into a bond mutual fund for long periods of time.
I can do that... but I can't expect my son to! How would I invest for HIM? How would I TEACH HIM to invest?
Although he is the beneficiary on everything I have, I suddenly felt the need to get him some investing experience of his own. An early start can be a critical component of success!
So, I opened up a UGMA (Uniform Gift to Minors Account) and went out and got myself a part time job with the intent of splitting my paychecks with him to build us both an investment program to share and have in common.
I wanted to show him what a couple of hundred bucks a month could do over time.
First I decided I wanted him to have the experience of being a direct investor in companies rather than an indirect holder via mutual funds. The most dangerous game in the world of investing.
At first I was leaning toward 'widow and orphan' investing and considered the DGI approach.
Eventually I rejected that philosophy because it was too capital intensive for our small portfolios. It would simply require too much money to produce a material cash flow. He is young and I feared a 3% yield on a $500 position would not exactly captivate his attention.
I wanted his portfolio to have a meaningful and material effect in his life NOW, as soon as possible. The idea is not to make him 'rich one day' in the 'far, far off future, but to give him a little extra passive income to help pay the bills in this very expensive world.
I am reinvesting the dividends now while the account is in trust but when he comes of age (after college) he will be able to access whatever cash flow I can produce for him over the next few years.
So, I decided to invest for income using alternative investment vehicles. And I decided to focus on monthly payers. I don't want to challenge his attention span waiting three months for any "action" in his portfolio. We will end up "Staggering some Quarterlies" eventually,,, but to start out, we are going with the monthly payers as a practical matter.
That word "practical" kept coming to mind in every move I considered. If I were to name this portfolio, the way many SA Contributors do, I would call it:
"The Practical Monthly Income Portfolio."
I also do institutional portfolio research I follow the portfolio of the Queen of England and others.
I am a retired CPA who founded my own firm in 1986. It survives and prospers today with fifty plus employees. I do my own investing, am more of a technician than a fundamentalist.
I am married, we have four children and six grandchildren. I am a native of Pennsylvania but have lived in California most of my adult life. Hobbies include building/restoring hot rods, old cars, building/collecting model trains and raising Transylvanian Hounds with my wife.
I am projecting that the US govt is near insolvent and that we will be facing a new Bretton Woods currency agreement bringing gold back into the monetary system in combination with a sudden fiat currency devaluation (across the board-most currencies) against gold over a long weekend or an outright sovereign debt panic by 2020-2025. The least expected outcome double digit inflation is very likely sometime in the future. The Fed PRO-POVERTY policies are going to crush the poor, fixed pensioners and lower middle class since disposable income growth is limited. Beware middle class and retirees your purchasing power will drop dramatically when everyday necessities absorb a larger % of your income. To spread the word to the brainwashed American drones that this economy is one big illusion ponzi scheme and you are infact broke. Issuing more debt to solve a debt problem is crazy. I am accepting nominations for those that played a major positive and major negative impact on our economy. Inductees: The Hammer Hall of Fame Bill Black Brooksley Born David Walker Ron Paul Robert Rodriguez Peter Schiff David Stockman Janet Tavakoli John Bogle Elizabeth Warren Steve Wynn ============================== The Hammer Hall of Shame Ben MadMan Bernanke Lloyd Blankfein Bush II Jamie Diamond Shaun Donovan Barney Fwank Dick Fuld Alan "The Maestro" Greenspan Tim Geithner Paul king Krugman David Lereah Angelo Mozillo Obama The NAHB The NAR Henry Paulsen Nancy Pelosi Charles Prince Franklin Raines Robert Rubin David Stephens Larry Summers Bob Toll Maxine Waters Lawrence Yun