JGR Capital Partners is an international equity research and investment advisory firm focusing on public companies under $2 billion in market capitalization. We are headquartered in New York City, with affiliate offices in Los Angeles, Shanghai, and São Paulo. Our team of experienced analysts form investment theses based on company and sector expertise, with a strict focus on fundamentals and valuation.
I spent eight years at Bank of America in New York (1978-86) covering Wall Street, then moved to Moody's Investors Service where I worked for 22 years, covering banks, sovereigns and corporates. I chaired the Credit Policy Committee for four years. I retired in 2007 as vice chairman.
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My philosophy: I am a libertarian, a market monetarist, an admirer of Fisher, Friedman and Minsky. I believe in a strong safety net and strict regulation of the financial system. I support most of Dodd-Frank. I think that the world's #1 problem today is inadequate inflation and nominal growth. I believe that the Fed should have two mandates: financial stability, and a nominal output target. I follow Scott Sumner and the other market monetarists. I respect Krugman as a brilliant economist who happens to be a leftist.
In addition to publishing at Seeking Alpha, I have my own financial blog at http://capitalismandfredom.blogspot.com
I am a buy and hold common stock investor. Warren Buffett is definitely my guru. He makes the most sense to me. I began investing in the stock market at age 14 in 1970 with money earned on my paper route. What I have done since 1970 is invest primarily in the Dividend Aristocrats whenever the stock market is relatively low. I have never sold a single share of stock except on the rare occasion when one of my stocks was bought out for cash and I was forced to sell.. I keep all of my stock certificates or direct registration statements in a safe deposit box at the bank. I do not automatically reinvest dividends. I only purchase stocks when I feel that the stock market is relatively low. Brown University, B. A., 1978. Below are the 36 stocks in my portfolio.
I'm an individual investor that is relatively new to investing and constantly learning. My aim is to generate an additional income with dividends - so I'm in for the long term.
I seek long-term alpha in the securities portion of my portfolio by using a combination of Focus Investing, Growth-At-Reasonable-Price and Dividend Growth Investment philosophies. I am a student of Benjamin Graham, David Dodd, Warren Buffet, Charlie Munger, and a handful of authors and contributors here on Seeking Alpha.
My portfolio strategy seeks diversification across three dimensions:
-Time: Short-Term, Medium-Term, and Long-Term investments.
-Tax: Tax Protected, Tax Deferred, and Taxed Annually.
-Type: Marketable Securities, Real Estate, and Insurance Products.
The securities portion of my portfolio positions, other than 401(k):
AAPL, BAC, DIS, DOW, GE, IBM, JNJ, KMI, PM, PSX, RGA, WFC, XOM
Education and Background:
Bachelor of Science in Aviation Business Administration with Area of Concentration in Finance, Minor of Study in Economics, from Embry-Riddle Aeronautical University, Prescott, AZ.
Work experience as a fuel broker, financial services, sales, and project management. Currently Employed as an Operations Supervisor for J.B. Hunt Transportation Service's DCS Division.
"The Intelligent Investor" -Benjamin Graham "Security Analysis" (1940 Edition) -Benjamin Graham & David Dodd "The Ultimate Dividend Playbook" -Josh Peters, CFA "Financial Shenanigans" -Howard M. Schilit & Jeremy Perler "Poor Charlie's Almanac" -Peter D. Kaufman "Essential Buffet" -Robert G. Hagstrom "How I Turned $1,000 into a Million in Real Estate-in My Spare Time" -William Nickerson "Sell or be Sold" -Grant Cardone "How to Win Friends and Influence People" -Dale Carnegie "The Definitive Book of Body Language" -Allen & Barbara Pease "The Wealth of Nations" -Adam Smith
Previously obtained FINRA Series 6, 63, & 65 Licenses.
Disclosure: I'm not a financial adviser. All articles are my opinion - they are not suggestions to buy or sell any securities. Perform your own due diligence and consult a financial professional before trading.
I am a retired Pharmaceutical executive with 40 years of experience in the industry ranging from sales and new drug development through clinical research and global strategic marketing. Earned Master's degrees in both Biology and Business and worked for both large American & Foreign Pharma companies.
High Quality, Dividend Growths Stocks with a minimum Yield of 3.00 %.
Rather rarely Stocks with higher growth and low Dividend Yield.
Time horizont: Longterm >20 years
Current holdings: MO, PM, NSRGY, PG, UL, KO, BUD, DEO, GIS, JNJ, XOM, CVX, RDS.A, MCD, T, VZ, VOD, GSK, QCOM, SAP, O, NGG, SO, GE, SIEGY, MA, V, SBUX *****
I´m 45 years young and dividends are 60 % of my monthly disposable income. The other 40% is coming from propery rentals. I have no working income and no pension. It is only sometimes possible to reinvest my dividend because usually I need them for covering living costs.
My financial situation is similar with retired people when they are very much dependend on the dividends for covering living costs.
good luck to you all!