I run a small, private long/short portfolio. I focus on long term value, with a full expectation of showing paper losses in the short-term. Agnostic on the topic of catalysts. Wary of false precision. Usually ignorant of quarterly results and analyst forecasts. Seeking durable insights on business models and industry trends, and general wisdom.
Born and living in Estonia. Working at a local utility company - internal audit.
Education - finance and accounting. Master degree.
Investments is more of a hobby to ease forthcoming struggle for life after retirement. If there will be any...
OK, it's now about three years after I first started lurking around SA and one year into my retirement. Thanks to getting heavily back into the market in 2009 and jumping into the world of high div and high div growth stocks (MLPs, REITs, BDCs, CEFs, and some of the 4+% big cap div growth stocks), I can afford a few speculative trades now and then.
My timing was perfect with early to mid 2009 as a major entry point for me for 90% of my portfolio. However, my speculative trades and channel trades have not worked out so well timing wise, but I keep these trades to 5-10% of the total investment portfolio.
Currently, working on techniques to minimize risks to income from investments while minimizing the time required to maintain the stocks in the portfolio. Investment income and a pension from a high-tech company are more than enough to support my wife and I at 57 and 62 years, respectively, and we've decided not to draw social security early.
I continue to think SA is one of the best avenues around for learning and sharing about investing, and encourage everyone to always do their own DD. May one day become a contributor.
I am a small business owner of a financial services consulting firm. We have extensive experience in Business Analysis, Project Management, Risk Management, and Financial and Data Analysis.
I have a strong interest in economics and mathematics as my strongest subjects. Currently, I am more of a believer in the Austrian School of Economics rather than Keynesian economics, but that does not rule out my pragmatism in how behavior and economics occur in today's environment.
I seek to understand economic and mathematical fundamentals and principles and in addition to factoring in and understanding how humans (and markets as a whole) makes decisions while factoring in behaviors and emotions.
I love to find, understand, and invest in market distortions of information where there are solid fundamentals combined with the mispricing of information.
Len Holliday was a stockbroker in Anderson, S.C. for over 20 years. He is now a stay at home stock market watcher. Len is also a weather forecaster and President of FirstHand Weather. His son Matthew Holliday is CEO of firsthandweather.com who is a Meteorology Major at the University of Oklahoma. Mr. Holliday has a passion for the stock market as well as the weather. His address is 831 Mize Road Belton, S.C. 29627 or email@example.com. He and his wife have four teen-age boys. Mr. Holliday has a B.S. Dgree in Mathematics and is very good at stock market charting. We hope you make alot of money in the stock market. Be sure to do your on home-work. It is hard to make money if you expect someone else to pick your stocks for you. I am not responsible for any lost money that might happen to you if you take my advice. You are on your on. Point is; You must make your on decisions with regard to the stocks you choose to buy.THANKS! Len R. Holliday
I'm an individual who does his own investing after having used a number of "professionals" who have lost some of my savings. I'm very conservative in where my savings are invested and will not ever turn my savings over to anyone again.
I retired from elementary school teaching in May, 2011. Today I'm an avid low desert gardener, researching varieties of peaches, plums, pears, apples and tomatoes that can survive and produce fruit in Arizona's 105˚+ summer heat. Now I'm researching dividend growth investing to find ways that invested savings can yield dividends the way orchards and gardens yield fruit. The real question is whether a beginner can successfully select stocks with dividends that can survive the ups and downs of today's economy. To find out, I rolled my tiny 403(b) over into an IRA and bought my first shares of MCD in May 2012.
July, 2013: I've sold most of the mutual funds in my IRA and invested the proceeds into dividend paying stocks: AAPL, INTC, MCD, PAYX, ABT, JNJ, AEP, PEG, CAT, COP, PG, GIS, KO, O, AFL, NSRGY, ABBV, and KRFT. The one year total return is a tad above 6%, the dividend yield is about 3.3%, and the portfolio's Beta is 0.7
In the garden, I'm trying to grow three varieties of blackberries, two papaya seedlings, a pummelo seedling, tromboncino squash, and miniature butternut squash vines.
Wide Moat Investing (http://widemoatinvesting.wordpress.com/) is a blog written from Charlottesville, Virginia that wants to better understand what makes a good business great, and hopefully uncover some investment opportunities along the way. As Warren Buffett once told his shareholders, “I don’t want an easy business for competitors. I want a business with a moat around it. I want a very valuable castle in the middle and then I want a duke who is in charge of that castle to be very honest and hardworking and able. Then I want a moat around that castle. The moat can be various things: The moat around our auto insurance business, GEICO, is low cost.”At the blog, we will analyze and value businesses particularly by examining their economic "moats." To do so, we will employ a variety of quantitative or qualitative methods, inspired by the methods of successful investors like Warren Buffett, Philip Fisher, Benjamin Graham, Seth Klarman, and Charlie Munger.
Spent 20 years in corporate HR and 19 years self-employed in executive search. Bought first shares of stock in Addressograph Multigraph (or as brokers were calling it in those days, Addressogrief Multigrief) in 1973 and doubled my money in 1 year. Have been an active investor ever since. Retired since 1-1-08; have been "white knuckling" it since 10-08!