Institutional investment manager authoring on a variety of topics that pique my interest, and could further discourse in this online community. I hold an MBA from the University of Chicago, and have earned the CFA designation.
My articles may contain statements and projections that are forward-looking in nature, and therefore inherently subject to numerous risks, uncertainties and assumptions. While my articles focus on generating long-term risk-adjusted returns, investment decisions necessarily involve the risk of loss of principal. Individual investor circumstances vary significantly, and information gleaned from my articles should be applied to your own unique investment situation, objectives, risk tolerance, and investment horizon.
My hobby is investing in stocks and options. I manage DivGro, a portfolio of dividend growth stocks created in January 2013. The primary goal of DivGro is to generate a reliable and growing dividend income stream. I use options to boost dividend income, primarily covered calls but also uncovered puts. My blog hosts a live and public spreadsheet with full details of DivGro so that readers can follow my investment journey. I write articles about dividend growth investing, options trading, investment decisions, stock selection, portfolio management, and passive income generation. I generate active income as an effects artist at a well-known animation studio in the Bay Area.
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AB is a research-driven investment firm that combines investment insight and innovative thinking to deliver results for our clients. At AB we believe that research excellence is the key to better outcomes and as a result we have built a global firm with exceptional research capabilities. We offer a broad array of investment services that span geographies and asset classes to meet the needs of private clients, mutual fund investors and institutional clients around the world.
Andy Hecht is a sought-after commodity and futures trader, an options expert and analyst. He spent nearly 35 years on Wall Street, including two decades on the trading desk of Phillip Brothers, which became Salomon Brothers and ultimately part of Citigroup.
Over the past two decades, he has researched, structured and executed some of the largest trades ever made, involving massive quantities of precious metals and bulk commodities.
Andy understands the market in a way many traders can’t imagine. He’s booked vessels, armored cars, and trains to transport and store a broad range of commodities. And he’s worked directly with The United Nations and the legendary trading group Phibro.
Today, Andy remains in close contact with sources around the world and his network of traders.
“I have a vast Rolodex of information in my head… so many bull and bear markets. When something happens, I don’t have to think. I just react. History does tend to repeat itself over and over.”
His friends and mentors include highly regarded energy and precious metals traders, supply line specialists and international shipping companies that give him vast insight into the market.
Andy’s writing and analysis are on many market-based websites including CQG. Andy lectures at colleges and Universities. He also contributes to Traders Magazine. He consults for companies involved in producing and consuming commodities. Andy's biweekly radio show, The Commodities Hour with Andy Hecht, can be heard on Tuesdays and Thursdays from 5-6 PM EST on www.tfnn.com. Andy’s first book How to Make Money with Commodities, published by McGraw-Hill was released in 2013 and has received excellent reviews. Andy held a Series 3 and Series 30 license from the National Futures Association and a collaborator and strategist with hedge funds. Andy is the commodity expert for the website about.com and blogs on his own site technomentals.com.
Robert Hauver, MBA, is a Registered Investment Advisor Representative. He publishes The Double Dividend Stock Alert, a monthly investment newsletter that features the best dividend stocks and option selling strategies for income investors.
TipRanks rates DoubleDividendStocks in the Top 10 of all financial bloggers.
The https://www.DoubleDividendStocks.com website also features High Dividend Stocks By Sector Tables, and Covered Calls & Cash Secured Puts Tables, a Dividend Stocks blog, and a a Stock Market News & Data page. 845-225-4094
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, sustainability, and personal objectives. While the past may be instructive, Aloisi cautions on over reliance.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi voluntarily serves as VP of his local school board.
Michael Kramer is the founder and PM of MCM.
Michael Kramer is a thematic growth investor. He likes to think about themes in society and find long term equity investments that fit those themes.
Michael is the founding member of Mott Capital Management, LLC in 2014. Prior to MCM Michael spent the previous 10 years working as a domestic and international equity trader. During this time he was responsible for handling trades in some of the most illiquid equities. Additionally, Michael has experience trading in some of the most exotic foreign markets.
Mott Capital Management is a Thematic Growth investor using themes and trends in life to find exciting growth stories. Once we find a theme we want to capitalize on we begin searching for products that interact with the end user. From there we begin the company search process. We are long-term because that is our edge. We understand and recognize when events are critical and when they are not. We also believe it is a way to neutralize market volatility.
Manning & Napier (NYSE: MN) provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer equity and fixed income portfolios as well as a range of blended asset portfolios, such as life cycle funds, that use a mix of stocks and bonds. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations. For many of these clients, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems.
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. The firm manages equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide. With offices in 19 countries, Neuberger Berman’s team is approximately 2,000 professionals and the company was named by Pensions & Investments as a “Best Place to Work in Money Management” for three consecutive years. Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking.
For important disclosures: http://www.nb.com/disclosure-global-communications
RIA & Family Office
NYC-based investment professional. Background in value investing and growth at reasonable price within the context of long/short equity, with additional focus on credit, sovereign debt, commodities, and currencies as part of an overall global macro focus.
I am not always directly active in article comments streams, so if you wish to contact directly, you can PM me on-site or send messages to this address: LSI.firstname.lastname@example.org
Now consulting start-up RIAs and CTAs, but most recently Managing Director at start-up investment advisor, Julex Capital Management, developing and marketing dynamic asset allocation ETF Managed Products and services to financial planners and institutions providing downside management and upside participation and consistent returns in both bull and bear markets. Previously, as head of U.S. Portfolio Management for Sun Life Financial for 12 years, actively directed client-focused portfolio management for $37 billion in insurance company investment portfolios to maximize risk-adjusted return. Managed asset mix, credit quality, liquidity, duration, and derivatives exposures for 80+ life insurance, annuity, and surplus portfolios. Specialties in asset allocation, fixed income management, interest rate risk hedging, and immunized portfolio construction. BA Boston College, MBA Boston College, CFA Charterholder earned in 1989.
Brian is the founder of Investor in the Family and Online Investor Conference.
At Investor in the Family (http://investorinthefamily.com/), Brian's goal is to help protect investors from making big mistakes that jeopardize their portfolios and financial futures.
The DIY Investing Summit (http://diyinvestingsummit.com/) was created to help link self-directed investors with carefully filtered and proven investing professionals to help save investors both time and money while building a portfolio that outperforms.
If you'd like to connect or learn more, please feel free to send a private message via Seeking Alpha platform.
Dale Roberts is an Investment Funds Associate with Tangerine Investment Funds Limited, a subsidiary of Tangerine Bank wholly owned by Scotiabank. My articles are for information purposes only and do not constitute investment advice or an offer or the solicitation of an offer to buy or sell any securities. These articles are my personal opinion and are not those of Tangerine Bank or its subsidiaries. Remember past performance is not guaranteed and may not be repeated. Investment strategies are not suitable for everyone and you should always conduct your own research or speak to a financial advisor.
I rub shoulders with the brightest and sharpest financial minds on a full-time basis. I have made great calls, I have made stupid calls over the course of my career as a professional investment executive.
As a student of the market, I use my educational background in psychology and business to understand the market environment and identify opportunities for generating performance. I have completed my MBA, obtained my CFA charter and I am a licensed derivatives trader.
My biggest aspiration for contributing on SA is to shine a light on stocks, bonds and volatility instruments so that the readers may learn and profit. I also find writing to be quite stimulative and helps me improve my thought process, which is a huge bonus.
I am the Global Chief Investment Officer of UBS Wealth Management and the Chair of the UBS Global Investment Committee. In this capacity, I oversee the investment policy and strategy for approximately USD 2 trillion in invested assets.
I joined UBS as Head of Investment for the Chief Investment Office at UBS WM when the CIO was founded in 2011. Before joining UBS, I was co-founder and co-fund manager at Sonic Capital. I also served as a Managing Director at Matrix Capital Management and as a lecturer and acting dean at Harvard University. I am a frequent contributor to numerous financial media.
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
Hi, I'm Sarfaraz A. Khan. I have got an MBA from University of Aberdeen, located in the heart of UK's oil industry. My specialties lie in energy and materials stocks, but I occasionally cover services sector, emerging markets and ETFs. My work appears mainly on TheStreet and Seeking Alpha.
I am not based in the US, which is why I do not have any position in the US listed stocks that I write about. I do, however, own shares of funds that usually hold a long position in either Exxon Mobil, Chevron, Royal Dutch Shell, Schlumberger, Halliburton, ConocoPhillips, Honda Motor Company, GlaxoSmithKline, Unilever, or their subsidiaries that trade on non-US markets.
Downtown Investment Advisory (DIA) is a Registered Investment Advisory firm based in New York that provides customized investment advisory services to individuals, charitable institutions and retirement plans. DIA currently has over $40 million under management. DIA specializes in creating custom fixed income portfolios with a core of individually selected bonds that we recommend be held to maturity. Other income assets, such as preferred stock and exchange traded debt, are also used to diversify an income portfolio. Depending on the needs and risk profile of clients, fixed income portfolios can target yields ranging from 3%-9% per annum.
DIA is licensed according to required securities regulations. DIA utilizes the services of both Charles Schwab and Interactive Brokers as a third party custodian. Clients of DIA will open and control an account at the third party custodian in their own name, and DIA nevers takes custody of client accounts.
DIA's investment manager, Salo Aizenberg, a graduate of Columbia Business School with an MBA in Finance, is a highly experienced finance and investment professional with 20 years of active investing in fixed income, equity, and alternative investments, having managed institutional portfolios exceeding $500 million.
Important disclaimer language for all articles published on Seeking Alpha, including premium Newsletter articles:
All articles published by DIA are intended as an information source for investors capable of making their own investment decisions. However, this information is not intended to be used as the sole basis of any investment decisions, nor should it be construed as advice designed to meet the investment needs of any particular investor. High Yield bonds are not suitable for many investors and by definition are not Investment Grade bonds and therefore carry a much higher level of risk. High Yield bonds are subject to various risks including interest rate risk, credit risk, and market risk which could result in the total loss of the investment. Past performance is no guarantee of future results. We encourage readers to consult with independent financial advisors with respect to any investment in any security mentioned. The information upon which all articles are based is obtained from sources believed to be reliable, but has not been independently verified. Therefore, DIA cannot guarantee its accuracy. Information regarding a company or security may be obsolete by the time it is published on Seeking Alpha and investors must therefore independently verify updated information regarding a company or investment. Any opinions or estimates constitute the author's best judgment as of the date of publication, and are subject to change without notice. Despite best efforts to provide quality investment information to our readers, DIA does not accept any liability or responsibility for any loss resulting from investment decisions based on information in any article. Note that DIA does not get paid or receive compensation of any kind by any company or any third party for discussing a particular company or investment in any article.
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 5% to 6% yield
2. Offers 9%-10% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
Eternal Daily Dividend Growth Endeavor (EDDGE)
Projected Long-Term Dividend Growth: 10.0%
Projected Long-Term Total Return: 14.8% (63% above S&P Historical norm)
Portfolio FCF Margin: 21.8% (vs S&P 500 4.24%)
Portfolio PE: 15.82 (15% below S&P 500)
Real Estate: 27.5%
Consumer Discretionary: 6.4%
Consumer Staples: 4.1%
Business Services: 3.3%
Basic Materials: 1.3%
Auto, Tire, Truck: 0.8%
Industrial Products: 0.6%
1. Icahn Enterprises (IEP): 1.63%
2. Dynagas LNG Partners (DLNG): 0.98%
3. Gaslog Partners (GLOP): 0.97%
It is very hard or impossible to time the broad market consistently — there are no famous investors that got rich by consistently knowing what the broad market would do next. This only makes sense, as there are just too many variables in the broad market. But there are many famous investors who got rich analyzing individual securities, and this is where you should put your focus. You can get an edge in individual securities. Joe Springer was the number 1 ranked stock analyst in the world by tipranks.com. Joe is a Certified Technical Trainer, and enjoys teaching about the stock market as well as managing portfolios. If you would like to follow Joe on Twitter, his handle is @JoeSpringer.
Chris Cook's background is in UK market regulation, latterly as a Director of the International Petroleum Exchange. In recent years, he has been a strategic market consultant and commentator, and has also been actively developing new partnership-based legal and financial structures or "enterprise models". Since 2011 Chris has been a Senior Research Fellow at the Institute for Security & Resilience Studies at University College London.
As a full-time individual trader and investor, I aim to achieve high returns on various common/preferred stocks that pay sustainable, above-average dividends and offer deep-value opportunities, along with employing the purchase of calls and/or selling covered calls as a means to reduce risk and help lock-in high margin returns. With a resume of working in energy for one of the largest global OTC brokerage firms in the world, I focus my knowledge of utilities and electricity, natural gas swaps, etc ... to invest a large portion of my portfolio in the energy sector, with an emphasis in oil and natural gas producers, uranium miners, utilities, and freight/cargo/logistics companies that are directly tied to the importation/exportation of energy-related commodities. I also use precious metals such as gold and silver as a means to hedge my portfolio in the case of a recession and/or extended periods of deflation, with a firm belief that silver specifically is truly undervalued in relation to supply and demand, future estimated consumption in industrial sectors such as solar, as well as in relation to the current and historical levels of the gold to silver ratio.
I hope you appreciate my unique take on the markets, and look forward to sharing my ideas and opinions with you!
Scott Carmack has 15 years of capital market experience. He has worked for the JPMorgan Private Bank, been a proprietary trader, has four years of Portfolio Management experience, having managed the Leader Capital Short-Term, and Total Return Funds from 2012-2015. Currently, he is the CEO, Founder, and Portfolio Manager at Holbrook Holdings.
I joined Seeking Alpha as a Senior Editor in June 2012, and left to pursue other opportunities in late 2016. I managed the Dividends, Income & Retirement and Expert Insight platforms. D&I focuses on income investment strategies and dividend investment-focused content for investors from the accumulation stage to retirement. The purpose of Expert Insight is to expand and elevate the quality of Seeking Alpha's content by including articles from an industry insider's point of view, designed to help investors make more informed decisions as they consider specific sectors and trends within those sectors for their investing strategies, e.g., utilities or technology. Expert Insight articles offer more of a macro, 30,000-foot-view that goes beyond investment analysis or stock recommendations. I also curated the Dividends & Income Digest, a bi-weekly publication that takes a look at a question that is compelling and relevant to the community, showcases the responses of DI thought leaders, and serves as a round-up of top DI articles. I have a particular interest in retirement-related content, particularly with regard to using a dividend strategy to create a steady income stream for those golden years.
I am a simple individual investor who believes that the playing field is level, but may require active management of one's holdings. I've devised a series of steps that constitute a highly defined covered option strategy that most anyone can follow and that I've described in Option to Profit (2011). Having retired from a career in Pediatric Dentistry, approximately 10 years ahead of schedule, after spending the previous 10 years working just 2 days each week, I now spend my time trading.
For almost 5 years I alerted others of trading opportunities in large cap positions through the Option to Profit subscription service, a premium subscription service that provided actionable Trading Alerts via text messaging or e-mail at my old site www.optiontoprofit.com.
As of January 2, 2017, the site and the name "option to Profit" are no longer mine. as I've again joined the dark side and taken the easy money. But I've returned to my blogging roots on January 2, 2017 by resurrecting the old TheAcsMan.com ad supported web site, open to all.
I hope you can make your stock portfolio improve the quality of your life. Whatever stage of life you are in, you can make your stocks improve that quality by putting them to work for you.
Jennifer's areas of expertise include energy trends —their economic and geopolitical implications—and resource sustainability issues. Other interests include shale oil and natural gas, climate change, green and efficient infrastructure, China, India, and the energy-water nexus.
Her work has been published in various academic, policy and business publications such as Far Eastern Economic Review, Economist Intelligence Unit’s Executive Briefing, Journal of Structured Finance, Lloyd's List, D CEO, Energy Trends Insider, Financial Sense, and many others. She has been interviewed for numerous radio broadcasts and news stories, and presented her work at various conferences. From Dec 2010 to April 2013, she was the CEO/President of a global affairs organization focused on cutting edge trends. She organized and moderated panels on global gas, energy security, energy infrastructure finance, and urban development.
She has a master's degree from London School of Economics, and bachelor's in finance/marketing. She is principal of Concept Elemental, a strategic communications consultancy focusing on knowledge work, and includes over fifteen years of financial services industry work. She works with a top University, "translating" cutting edge research as well.
President of MLP Protocol, investor, trader, and proponent of Master Limited Partnerships. Also on StockTwits and Twitter as @MLP_Protocol.
The primary driving force behind 99%+ of the activity on Seeking Alpha appears to be investors' confirmation bias. Do you want to be part of the 99% or are you trying to get to the 1%?
IF AN INVESTMENT GENERATES A K-1 INSTEAD OF A 1099-DIV I WON'T INVEST IN IT USING ANY TAX ADVANTAGED ACCOUNT. Here's why: http://www.wsj.com/articles/thousands-hit-with-surprise-tax-bill-on-income-in-iras-1447427436
INDEPENDENT Financial Advisor / Professional Investor- with over 30 years of navigating the Stock market's "fear and greed" cycles that challenge the average investor. Investment strategies that combine Theory, Practice and Experience to produce Portfolios focused on achieving positive returns over a period of time. Providing advice in helping to avoid the pitfalls and traps that wreak havoc on your portfolio with a focus on Income and Capital Preservation.
I manage the capital of only a handful of families and I see it as my number one job to protect their financial security. They don’t pay me to sell them investment products, beat an index, abandon true investing for mindless diversification or follow the Wall Street lemmings down the primrose path. I manage their money exactly as I manage my own so I don’t take any risk at all unless I strongly believe it is worth taking.
Blogging here on SA is part of my research. I write to find out what I think.
I invite you to join the family of satisfied clients send an e-mail :email@example.com
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios.
My curent portfolio is available here:
I believe that everyone needs a portfolio business plan.
Here's a copy of ours:: http://seekingalpha.com/article/2426965-our-retirement-portfolio-business-plan-legacy-edition-part-two
A list of Dividend Growth Safety Superstars for the past decade is available here: http://seekingalpha.com/article/2255863-a-review-of-the-dividend-safety-superstars
I have been enjoying investing as a hobby for the past decade. My focus is on dividend stocks, especially the higher yielding ones. I also enjoy looking for undervalued stocks.
Originally from MI, but I lived in SW China for six years and currently reside in Naples, FL.
About my investing history:
When my wife and I graduated from college in 2005, our combined income was about $45,000 per year (I made $10 an hour working in a factory and my wife made $12 an hour as a secretary). Not exactly "rich". However, we lived way below our means for the first 3 years of marriage before we had kids and were able to save about $20,000 a year. My wife's employer also matched her 401k contributions. We then moved to China and volunteered at a non-profit and made $1,000 a month for 6 years. Again, not exactly rolling in the doe!
I educated my self in finances (because high school and my BA and MA were not in business or finance) and went to work investing the money in our 401k, IRAs and personal stock account that we had been able to save up during our first few years of marriage. 10 years later, that initial $60,000 we put away has turned into a nice retirement account and we also just paid cash for our first house we bought last year after moving back to the U.S... And that was all from a man and his wife that made simply made a decision to live below our means for a few years realizing that time was on our side. Was it easy seeing our friends go out and get the nice cars and houses right away after college? NO...but now they are in debt up to their ears and we are financially healthy.
Again, I am not from a rich family nor have I ever even held a job that paid a lot of money. So even a family making not very much can do it. I know, I've been there and done it. We still live without cable and a flat screen TV. Not that we can't afford it now. We just choose not to. And our lives are just great without all the "stuff" that people tell you you need. By the way, I can tell you all about "the stuff you think you need" and the pressure to "keep up with the Jones"... because we live in Naples, FL!