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Honest (and sometimes too analytical and verbose) insights from a guy that has done pretty well investing and managing money – but only after getting annihilated along the way several times.
I’m an Army engineer in the electrical field, working in the power generation/transmission industry. Also, I'm a graduate student pursuing my MBA. I have a BS in Management and have developed an avid interest in world economics and finance. I consider myself a recreational investor – a sort of "everyman" investor looking to increase my knowledge of the investment community and principles while making some money at the same time. I try to write articles from this frame of mind. I tend to look for undervalued and under-covered companies and enjoy doing a thorough fundamental analysis before making an investment decision, and looking for at least 2-3 technical indicators to time a purchase.
I encourage all to do their own research and due diligence prior to making any investment decision. It is a necessary skill one must constantly be perfecting in order to be successful. If you do like my articles, please follow me. And if you do decide to invest in any company I write about, please feel free to message me in the future to let me know how it turned out. I love communicating and interacting with other investors of similar styles.
I following value investing mixed with some GARP and special situations, all in a macroeconomic and thematic viewpoint. I like to find companies with sustainable competitive advantages that seem undervalued or unknown by the market, in rising industries with tailwinds at their backs.
I look for market misperceptions, recent news and drastic price changes, and new management strategies that will lead to differentiated returns.
Please don't hesitate to comment and give me your opinions. Similarly, I will try to give my insight to help you make educated decisions affecting your portfolios.
As far as my anonymity goes, I work in the industry as a buy-side analyst, and prefer not to have my research attributed to me for that exact reason. If you have further questions, please feel free to message me.
Doug Carey is the owner and founder of WealthTrace. He has over 19 years of experience in the financial markets. He has a masters degree in Economics from Miami University in Oxford, Ohio and a B.S. degree in Economics, with an emphasis in Finance, from Ball State University. Mr. Carey began managing money in 1997 when he became a portfolio manager for National City Bank helping to oversee over $10 billion in assets. He managed money for pension funds, 401K funds, mutual funds, large companies, and endowment funds. He has also been managing money for families for over 13 years. Before starting WealthTrace, Mr. Carey helped build a financial software company where he designed and created software to help portfolio managers and investment professionals analyze and manage portfolios and securities.
Mr. Carey also offers one-on-one financial planning and investment management services through our Registered Investment Advisor (RIA) firm. We are fee-only and do not work on any commissions so our goals are aligned with yours. Because we do everything online we can charge much less than standard advisors for our services.
I've been interested in stock investments for a couple of years now. I like companies with high, reliable earnings growth rates, low valuations and healthy balance sheets. I write about a wide variaty of companies as I look for the perfect investment.
I worked for the federal government and have now retired. I worked in Asia twice, Europe twice, and once behind the "iron curtain". My job was to gather info and submit reports, mostly dull. I was often referred to being an oxymoron. I studied several languages, Spanish, British, German, Russian, and Vietnamese, plus their history, laws, and culture. I have worked and lived in two countries that are countries no longer. The people are sitll there, doing better, just changed citizenship. My job# was 971A-H and sometimes 972A. Enjoyed the work and people I met. Would do it again if needed. I have a BS degree in math and computers, helps me think using logic.
I'm an individual investor. Over the last 15 years I've traded in stocks, bonds, and options. Now, I'm mostly a long term dividend investor. I'm not above growth investments or special situations though.
My pen name came from the coin collecting hobby. When I started out, I filled up albums with various cheap low grade coins. I became focused on filling the holes and making my album complete. Even if it would not look that nice.
A wiser collector told me I was playing "bingo" by just filling holes. All I was doing was accumulating junk. Junk doesn't appreciate and will only ever ben worth its scrape value. Realizing the error of my ways, I stopped paying bingo. Now I seek quality and value in my collectables like my investments.
Hi,my name is Nick. I love the world of investing money in the stock market. The first thing I should say is I really do not worry about becoming rich. I have just as much fun making money as anyone could ever have. I think the main reason is the fact that I can accept losses and move on to the next trade without dwelling on the fact that Ijust lost money. I look at it this way,I came into this world without $ and thats how i will leave it. To me,being in the market is just another way for me to have fun. Money is not my God and will never be. I try to look at it like it is just a game. My main focus is to stay POSITIVE and that is the reason I will succeed. I love to stay open-minded and in tune with never forgetting where I came from.
I am a software engineer working in a midwestern city amid lakes and Norwegians, mosquitos and liberals. Is that redundant?
I take pride in ownership, hence my interest in dividend stocks.
Here is a list of what is currently in my portfolio:
TGT, ABBV, ABT, MMM, AVA, COP, MDLZ, KRFT, UPS, XEL, JNJ, VZ, CMS, CAT, T, PSX, GE, MO, SYY, MCD, PEP, HRL, UTX, KO, MCD, MRK, WAG, GIS, XOM, PG, KMB, LMT, CTL
I have been investing for 40 years. My wife and I retired 24 years ago and currently manage our portfolios. Our sole income is derived from these portfolios and Social Security. I have a BEE from Clarkson University (1958) and a MSEE from University of Arizona (1966).
I graduated from Grand Valley State University in Grand Rapids, Michigan in April of 2014 with a degree in Accounting and Finance. I work on a team that manages a $1.4 billion endowment for a non-profit cancer research organization. Prior, I worked in the credit department of a commercial community bank. Outside my 401k, I invest in individual stocks when I see a favorable opportunity. I do my best to keep a diversified portfolio, but tend to find myself most interested in small cap stocks.
I am focussed on building passive income through dividend investing. My path to progress is smart saving, sound investing and income through dividends.
My blog can be found at financiallyintegrated.com.
Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.
Catalyst Investments offers informational content, analysis, and commentary on global and domestic markets, issues, and ideas. At the core of Catalyst Investments are the ideas and strategies of value investing. Catalyst Investments seeks to find companies and investments that can be purchased for less than their intrinsic values. Additionally, we look for companies with strong fundamentals and a promising future.
My bio is a short and simple one. I'm a high school graduate, period. I spent most of my working life as a over the road trucker. An independent, if you will. The first book I read on investing was One Up On Wall Street by Peter Lynch. Then came many others including Benjamin Graham, Charles Carlson and Robert Hagstrom. I've been an investor for thirty years and while I lack any financial degrees or titles, I think I bring a bit of street level common sense to the table. Thank You.
The Parsimony community is made up of thousands of do-it-yourself dividend and income investors working toward one common goal...generating consistent income!
Our strategy is simple:1. Buy great dividend stocks at reasonable prices.2. Enhance income with conservative option strategies.3. Manage risk through diversification and exit strategies.
Our research (which includes dividend stock rankings, single stock Buy Zone reports, stock screens, and model portfolios) will give you all the tools you need to build and monitor your own DIY Dividend Portfolio and super charge that portfolio with conservative option strategies (cover calls and cash-secured puts).
For more information about our subscription services click the links below:
- DIY Dividend Portfolio
- Triple Income Portfolio (stocks + options)
When I was a kid I was fascinated with the stock market and had planned on becoming a stock broker or analyst. While still in college earning my Finance degree, the internet changed the way people bought, sold, and analyzed stocks. This realization, as well as an internship at a large brokerage, turned me off from my original career goals. Since then, finance and investing has become my hobby instead of my career. I've always enjoyed discussing investments and giving friends and family investing advice.
Greg Donaldson is the Chief Investment Officer of Donaldson Capital Management, an Indiana based firm with assets under management of $1.2 billion. He has been in the securities business since 1975 and has founded or co-founded three investment management firms. He is on the board of directors of St. Mary’s Health System. He serves on the Board of Trustees of the Memorial Trust Fund of Redeemer Lutheran Church. He is also a trustee of the Pumphrey Foundation. Greg graduated from Purdue University with a BS is Economics in 1970. Greg is married with two children and resides with his family in McCutchanville, a suburb north of Evansville, Indiana.
Veteran options-oriented value investor.
Options can make you a riskier speculator - or they can make you a better value investor, a better dividend growth investor, or a better high yield income investor
Incorporating customized and conservative value-oriented option strategies can significantly improve your performance while also helping you overcome the biggest drawbacks to value investing (rare bargain opportunities on truly world class businesses), dividend growth investing (takes too long), and current high yield income (high risk).
For the last 7+ years, via the Great Option Trading Strategies website, I've been publicly advocating and teaching a customized options-oriented approach to acquiring ownership stakes in exceptional businesses at exceptional prices and to generate high yield income from low risk stocks.
True investing works . . . and smart, conservative, customized option trades designed to systematically reduce risk and perpetually lower the cost basis on the long term investor's portfolio makes it work better and faster.
I am a retiree who enjoys investing Long-Term. I reside in California. My careers were as an announcer and a U.S. Postal Service clerk. I have stocks plus other investments. I try to be respectful. I look for investment opportunities that are not as well-known as others. If I read something that a Seeking Alpha contributor mentions and it looks attractive for my investment style, then I will buy it, and give credit to the writer. I am more of a support person than a contributor; at my age, I do not need the pressure of deadlines; trying to find solid investments is enough of a challenge. This Bio was edited September 4, 2012.
I am a former mutual fund industry trader from Boston. I've traded (among other things) for a slower life on the beach and golf course in sunny Florida. I hope you find my contributions interesting!
PRIMARY OBJECTIVE: ... Income Replacement!
Escape velocity is the speed that an object needs to be traveling to break free of the planet's gravitational pull and leave it without further propulsion.
This portfolio is looking for the point where the income being generated can allow the holder of this portfolio to escape the gravitational pull of the market and economic forces of worrying about share prices.
The objective is to generate enough income from assets that the only selling of shares will become an option, not a necessity to survive. Therefore, with enough income being generated, it minimizes the fear of meaningful market corrections as dividends are based on the number of shares owned, not the share price.
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: http://seekingalpha.com/article/3969664-difference-quarter-can-make-1st-quarter-portfolio-review?source=all_articles_title
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 http://seekingalpha.com/article/2266863-a-current-review-of-dividend-safety-superstars-part-two
Retired former broadcaster, spent 35 years in mid-market television stations in sales, sales management and as a general manager of CBS, ABC, FOX, UPN, and CW affiliated stations.
I am a 30-year 'retail' investor in quality dividend paying stocks with emphasis on energy, food products, consumer staples, health care and technology. I learned enough about 'Mr. Market' to be able to retire in my 50's and live the good life with an income stream provided in part by a portfolio of dividend paying stocks.
For the last dozen or so years, I have found great joy in mentoring and encouraging young people to take the leap and get started with investing...pointing out that they have time on their side and that small, regular investments over time can really add up.
I have a Master of Public Affairs degree (Political Economics with a Major in Management) from the University of Texas at Dallas (UTD). I love to write but am more logical and mathematical in my thinking. It brings to mind something that my 6th grade teacher posted on the wall by my desk - a cartoon that read "I can't spell IN-JUN-EAR, but I R one". I also have a Bachelor of Science degree (Fashion Merchandising) from Texas Tech University, with an extensive retail management background, including District Auditor, Store Manager, Area Sales Manager, and Ralph Lauren Specialist. I love technical stocks and spent several years with Texas Instruments as an Inspector in the semiconductor design area in Dallas, Texas. My favorite stock right now is Sirius XM (SIRI).
Two of my favorite sayings come from my parents: From my MOM: The stock market is not for sissy's! And from my DAD: You can never EVER know for sure when to sell a stock. So always sell half. If it drops, buy that half back - if you want to. And if it goes up - sell that other half or keep it. In hindsight he was always right.
I call myself the Random Investor because I don't intend to limit myself in any way. I choose stocks to review the way I choose books to read (and I read A LOT) - whatever catches my eye. Might be an interesting piece of news, might be a product I like, might be I like the competition, could be something Cramer said. (I like him on Squawk on the Street, not so much on Mad Money.)
Full disclosure: I have no positions in any individual stocks and do not intend to initiate any in the next six months.
Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and to add an element of timing. Currently Tim Travis is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management. T&T Capital Management is an Irvine, California based Registered Investment Advisor that manages accounts for both individual and institutional investors.
Travis was born in Laguna Beach, California and became captivated with the value investment philosophy in his early teens through reading books written by Benjamin Graham, and the shareholder letters from Berkshire Hathaway, and the Buffett Partnership L.P. Tim Travis became intrigued by the notion that stocks aren’t just pieces of paper but instead are fractional shares of a business that can be analyzed by comprehensive analysis of the balance sheet, income statement, and statement of cash flows. He majored in Business and Economics at the University of California Santa Barbara, graduating in 2004, and he also had the privilege of studying international economics at the University of Richmond in Florence, Italy. Tim Travis got his feet wet in finance working for both Scottrade and AG Edwards & Sons during his college career. Upon graduation Travis worked at the Vanguard Group in Scottsdale, Arizona. It was there that he learned that most mutual funds underperform their respective indexes, and he became disappointed at the overwhelming diversification in most mutual funds, that really makes most of them function as “closet” index funds.
After leaving the Vanguard Group, Travis worked for a small futures and commodities firm in Mission Viejo, California. It was there that Tim developed an adept knowledge of options, particularly the selling of options to take advantage of the higher probabilities involved. It was also during this time in his life that Travis began reading everything he could possibly find on value investing. Some of his role models in the field are Warren Buffett, Martin Whitman, Bruce Berkowitz, Seth Klarman, Peter Lynch, Glenn Greenberg, etc. After working with clients from around the world Travis broke away and started T&T Investment Management L.L.C.
At T&T, Travis refined his unique methodology combining value investing, with the selling of options to generate income and reduce risk. T&T experienced explosive growth by partnering with a local commodities firm. After several years Tim Travis realized that without controlling the majority of the company any longer, he didn’t have full control over the company’s strategic direction. Divergent business principles caused Tim Travis to break away and form T&T Capital Management. At TTCM which Tim Travis is the sole owner, he is allowed to offer only the best products and services, at a reasonable price, without conflicts of interest.
T&T Capital Management’s goal is build wealth for both individual and institutional investors, and to accomplish these goals Travis as Chief Investment Officer employs his deep value investing techniques. Each account is managed on a day to day, personal basis, and there are no cookie cutter portfolios defined only by one’s age and risk tolerance. Every security is researched and hand selected by Travis and his research team. T&T Capital Management takes pride in first class customer service and research which is regularly communicated to clients for education purposes.