Kevin is the CEO and founder of Blue Water Capital Advisors. He is involved in all aspects of the business, including portfolio management, financial advisory services, team management and business development, and he is Chairman of the Investment Committee. Kevin is an experienced speaker and is available (under certain conditions) by request.
Kevin brings a unique perspective to wealth and risk management that is very intuitive and measured. Clients are confident in his abilities and trust that their assets are managed by the best in the business. Although he has been a leader within the regional wealth management industry for the majority of the last two decades, it is not his first career. He was a petroleum geologist and academic research scientist for 17 years in his first career. Kevin’s keen sense of risk-reward dynamics was developed during his geological career when he served as an exploration team leader and senior manager in the oil and gas exploration business. He drilled over 100 wells on his own geological interpretations and found millions of barrels of oil. This was a very high risk kind of business, and Kevin learned a great deal about how risk really works from his experiences in exploration geology.
He was also a professor at The University of New Hampshire and Bryn Mawr College for several years and has published 11 papers in international scientific journals and books. Highlights of Kevin’s geological career include surviving a violent well blowout, working as a consultant to Phillips Petroleum, Texaco, Exxon, and numerous independent firms, acting as a Principal Investigator on a dinosaur dig in Montana, diving Australia’s Great Barrier Reef, teaching and advising students, receiving numerous research awards and grants, and conducting funded scientific research on sedimentology, paleoceanography, paleoclimatology, geochemistry, and global plate tectonics.
Kevin left his geology career when the global oil price collapse finally caught up to him in 1992. He went into the financial advising industry because his father had been a nationally-ranked leader in that field with a major national firm, so he felt comfortable with making the transition. Over the years he was awarded the Chartered Financial Consultant (ChFC) designation and has completed about half of the coursework for a Master’s degree in Financial Services. Kevin served as a Trust Officer and Vice President for a major Midwestern regional bank for seven years, and served as a Senior Vice President at National Bank of Commerce in Duluth for four years. He was a member and board member of the Arrowhead Estate Planning Council for a number of years. He has a refined sense of the big economic picture that is grounded in his ability to differentiate meaningful information from “noise,” as he once did while working in science and petroleum geology. Kevin is the principal shareholder of Blue Water Capital Advisors, LLC.
Perhaps more than any other time in the last six decades, the fate of markets is inextricably intertwined with the ebb and flow of geopolitics. From the ECB's attempts to use the central bank's balance sheet to influence political outcomes across the eurozone to Saudi Arabia's efforts to transform the kingdom's influence over crude prices into an instrument of foreign policy, it's become increasingly clear that one simply cannot fully comprehend market movements without a thorough understanding of concurrent political outcomes. Drawing on extensive experience in both politics and finance, Heisenberg will help demystify a world in which investors can no longer hope to conceptualize markets as existing in anything that even approximates a vacuum. "I am the one who knocks."
David Kolpak, CFA, has been an equity research analyst based in Cleveland, Ohio since 1992. Specializing in consumer products, restaurants, retail and health care, his views have been quoted in The Wall Street Journal, New York Times, Barron's, USA Today, Reuters and Bloomberg.
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 4-5% yield
2. Offers 9%-10% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
1. Navios Maritime Midstream Partners (NAP)
2. Golar LNG Partners (GMLP)
3. Dynagas LNG Partners (DLNG)
4. Ship Finance International (SFL)
5. KNOT Offshore Partners (KNOP)
6. Sunoco LP (SUN)
7. Summit Midstream Partners (SMLP)
8. Gaslog Partners (GLOP)
9. Triangle Capital (TCAP)
10. Seaspan (SSW)
11. Fidus Investment Corp. (FDUS)
12. New Mountain Finance Corp. (NMFC)
13. Ares Capital (ARCC)
14. Annaly Capital Management (NLY)
15. Terra Nitrogen (TNH)
16. Monroe Capital (MRCC)
17. Hercules Capital (HGTC)
18. TPG Specialty Lending (TSLX)
19. Enviva Partners (EVA)
20. Hoegh LNG Partners (HMLP)
21.. Jernigan Capital (JCAP)
22. Starwood Property Trust (STWD)
23. New Senior Investment Group (SNR)
24. Ladder Capital Corp. (LADR)
25. Compass Diversified Holdings (CODI)
26. Goldman Sachs BDC Inc (GSBD)
27. Ares Commercial Real Estate Corp. (ACRE)
28. AmeriGas Partners (APU)
29. Ciner Resources (CINR)
30. Care Capital Properties (CCP)
31. Genesis Energy Partners (GEL)
32. Landmark Infrastructure Partners (LMRK)
33. Blackstone Minerals (BSM)
34. Omega Healthcare Investors (OHI)
35. Tallgrass Energy Partners (TEP)
36. Xenia Hotels & Resorts (XHR)
37. Holly Energy Partners (HEP)
38. City Office REIT (CIO)
39. Gaming and Leisure Properties (GLPI)
40. Pattern Energy Group (PEGI)
41. Sunoco Logistics Partners (SXL)
42. Sabra Healthcare REIT (SBRA)
43. Community Healthcare Trust (CHCT)
44. Main street Capital (MAIN)
45. LaSalle Hotel Properties (LHO)
46. Energy Transfer Equity (ETE)
47. Chatham Lodging Trust (CLDT)
48. Chesapeake Lodging Trust (CHSP)
49. Macquarie Infrastructure Corp. (MIC)
50. MPLX (MPLX)
51. Medical Properties Trust (MPW)
52. Apple Hospitality REIT (APLE)
53. 8Point3 Energy Partners (CAFD)
54. Brookfield Renewable Partners (BEP)
55. Stag Industrial (STAG)
56. NRG Yield (NYLD)
57. InfraREIT (HIFR)
59. Armada Hoffler Properties (AHH)
60. Spirit Realty Capital (SRC)
61. HollyFrontier Corp. (HFC)
62. Hannon Armstrong Sustainable Infrastructure Capital (HASI)
63. Ford (F)
64. GM (GM)
65. Brookfield Property Partners (BPY)
66. W.P Carey (WPC)
67. Preferred Apartment Communities (APTS)
68. Hersha Hospitality Trust (HT)
69. RLJ Hospitality Trust (RLJ)
70. Enterprise Products Partners (EPD)
71. Pebblebrook Hotel Trust (PEB)
72. Brookfield Infrastructure Partners (BIP)
73. Iron Mountain (IRM)
74. National Health Investors (NHI)
75. EPR Properties (EPR)
76. Spectra Energy Corp. (SE)
77. Lazard Ltd. (LAZ)
78. Maiden Holdings (MHLD)
79. Invesco (IVZ)
80. Wells Fargo (WFC)
I suspect that most dividend investors are conservative by nature. I am. I don't believe I have any special talent or gift for trading, a crystal ball, or any access to insider information. Consequently, I have little expectation of prospering by consistently buying low and selling high. In fact, prior to becoming a dividend investor, my trading history boasted the opposite, buying high and selling low. Tis sad but true, over those years, I'd given more to the market than I'd taken from it. However, that's yesterday's news, and of no real interest. Of importance is that I'm patient, analytical, organized, pretty good at math, and always looking for that angle, strategy, or edge to help guarantee my continued market success. My book, The Dividend Investor's Guide, details my history, education and growth as a dividend investor and the lessons I learned along the way. It details an effective and safe overall investing philosophy, along with a discussion of several proven trading strategies designed to enhance one's portfolio's income and dividend yield.
Professionally, I have done a bit of everything in my long life, from playing rock and roll, to developing software, and running a successful entrepreneurial business. But I am best known as a writer of bestselling books about business and health. I write under a pseudonym here on Seeking Alpha because that way I know readers will evaluate my work strictly on the basis of what I actually said rather than who I am.
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
Have been investing for myself and my family for over 50 years. Retired sociology professor who also started and sold 3 retail stores over my career in teaching. Since I am retired, i am looking for stocks that pay dividends and offer some growth to keep up with inflation.
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.
I am the Founder/CEO of Screener.co, a company that is bringing wall street-caliber data and tools to main street. Our first product is a global stock screening tool that offers over 1,000+ pre-built screener conditions, support for custom formulas, and the ability to create daily e-mail screener alerts.
I am also the author of Risk/Upside Analysis: A Framework for Making Profitable Investment Decisions.
Before founding Screener.co, I was a venture capital investment professional for over 3 years. I have been trading my own accounts for years.
I’m Masters In Commerce. I’m related with an audit firm, which is doing a business of making business plans, forecasts and financial statements. So, I have a strong hold on the financial sides of businesses. In addition, I’m also attached with Asset Management Company over the past two years. I love to play with defensive nature of stocks that are offering high growth at low risk. I have been following commodities and their nature of businesses along with industrial, auto and other industries.
I am an essayist who writes primarily about Burkean conservatism, capitalism, and the concept of durable independence. I specialize in investment theory, Iowa politics, education, and family travel. My interests range from home and furniture restoration, to scuba diving, cycling, camping, and gardening. I also like to write about connections I see between literature, philosophy, art, history, and current affairs. I hold a master’s degree in politics from Iowa State University, graduated magna cum laude and was the recipient of Iowa State’s graduate research award in in 2015.
I have worked as a teaching assistant (ISU), a fiction writer (Losing Latitude, Symptoms of a Broken Heart), a political blogger (Des Moines Examiner), a hospitality auditor (Hilton), a publisher (Remarco Publishing), a vending machine repair man, an antique furniture restorer, and a swimming instructor. As an undergraduate, I worked full-time overnights at a gas station to pay for school. For the last six years, my primary job has been as a stay-at-home dad to two children ages six and four.
I am currently working on a book about the definition of conservatism and the value of durable independence, as well as laying the groundwork for a non-profit that focuses on land conservation and utilization in Iowa. In 2016 (when my youngest starts school) I’ll be looking for teaching opportunities in central Iowa or administrative work in higher education.
PetroEngInvestor (David Harter)
Hedge Fund Co-Founder and Managing Director
"Do you know the only thing that gives me pleasure? It's to see my dividends coming in."
-John D. Rockefeller
Paul Wagner is a seasoned stock investor with a long background in financial analysis and portfolio management. His career in credit and financial analysis began in 1967 at Dun & Bradstreet while he was still attending North Park College in Chicago. After a stint in the U.S. Army he began a 25-year career with Heller Financial, a premier secured lender to middle market companies. In 1997, he left his position there as the senior credit executive of Heller's Current Asset Management Group to create and manage his own portfolios of public securities. He has written several articles for Seeking Alpha and in 2012 authored a short book on investing fundamentals for newer stock investors.
Paul's book is available here.
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
I am a Civil Engineer, who is married with two young kids and a third on the way. In early 2013 I took a more active role in managing my IRA for retirement and decided to publicly share my experiences in building the portfolio as an example for the dividend growth investing strategy.
My interest in investing mostly began in 2005 when I started up an investment club with a few friends from college and has accelerated as I've been reading and learning along the way. Since then, investing and the stock market has become a passion and favorite hobby and I've enjoyed writing about stocks and sharing ideas I have here on Seeking Alpha.
My investing goals are to build a nest egg for retirement and fund college education accounts for my kids. I invest mainly in dividend paying stocks that have shown a history of consistent growth in earnings and dividend payouts.
I'm a computer programmer and teacher of computer programming. I am self-employed, and manage my own SEP/IRA and investments for retirement.
My personal investing goal is to own a portfolio of dividend growth companies such that:
1) The overall portfolio dividend income is sufficient to pay for all of my routine retirement expenses. I do not ever want to be forced to sell something to produce cash, especially when my asset prices are down. [I have no objection to occasionally choosing to sell something to pay for a one-time expense such as a vacation or a gift.]
2) The overall portfolio dividend income rises each year by more than the rate of inflation, so that my purchasing power does not erode over time.
I invest primarily in David Fish's lists of Dividend Champions, Dividend Contenders, and Dividend Challengers. See http://www.dripinvesting.org/tools for those lists.
I do not invest in MLP's or BDC's or CEF's or preferreds.
I maintain a free web site that contains dividend histories for all of David Fish's Dividend Champions, Contenders and Challengers: http://www.tessellation.com/dividends
I joined Seeking Alpha as a Senior Editor in June 2012. Currently, I manage 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 curate 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 hope to continue to discover new voices and thought leaders through insightful articles and conversations in the comments threads. My goal is to draw a large, diverse audience to Seeking Alpha, and make our community THE go-to place to participate in investing research and exchange lucrative, unique, exciting investing knowledge and ideas. I'm always looking for new ideas and contributors, so please feel free to reach out to me. I'm eager to hear your thoughts and discover how we can work together to make Seeking Alpha the best site for investors on the web.
Retired Pharmacist. Call me Rose. Nose= Knows enough to know I need to keep learning and keeping a great dividend paying nest egg growing upwards. I also enjoy total return, but it is not my primary goal, it just happens to follow when buying great quality companies.
My 80+ stock portfolio is listed here by sector, largest holding by value is listed first. Updated 9/3/2016.
Consumer Defensive (15): KO, PM, GIS, MO, TGT, KMB, CVS, DEO, PG, PEP, MDLZ, CL, KHC, UL. RAI -
Consumer Cyclical (8): MCD, SBUX, GPC, NKE, HAS, MAT, VFC, HD -
Healthcare (6): JNJ, ABBV, AMGN, CAH, BDX , GILD -
Healthcare eREITs (6) : OHI, VTR, HCN, NHI, CCP, HCP. -
Energy (4): XOM, CVX, OXY, VLO, -
Tech (2): ADP, CSCO -
Industrial(8): BA, UNP, MMM, CMI, CAT, GWW, NSC, LMT. -
Financial (8): NRZ, ARI,, LADR (mREITs) TROW, MA, V, WFC, MET -
Equity Reits (11): WPC, DLR, O, CLDT, STAG, STWD, LXP, UBA, SNR (small), CTO, SPG -
BDCs (6): ARCC, MAIN, PNNT, HTGC, NEWT (small) GAIN -
Telecom (2): VZ and T -
Utility (10): SO, D, XEL, MGEE, WEC, DNP, LNT, CNP, EXC, FE -
DNP is a CEF which predominately holds Utilities.
A few years ago, I was looking through my 401k statement and noticed a rather glaring reality – the mutual funds that I had the option to invest in were all underperforming their peers, while dwarfing their expense ratios.
I had the sneaking suspicion that I could do better myself. And I have largely been right. However, with three kids now five and under, I simply don’t have the time to study technicals and look for golden crosses or reverse head-and-shoulders. What I really needed was a portfolio which could handle a largely hands-off approach. And so I have started the journey to make my portfolio focused on an ever-increasing income stream (usually called Dividend Growth Investing), rather than an overwhelming focus on percentages ("Income pays the bills; percentages don't"). And since I am 37, I have the time horizon needed to make this compounding approach really work for me.
The moves I make and the portfolio I share is real. Here’s what I hold as of 7/11/16:
CLDT - cost basis $21.85; CVX – cost basis $105.27; F - cost basis $12.87; GILD - cost basis $82.87; HSY - cost basis $92.76; JNJ – cost basis - $99.27; LTC - cost basis $46.45; MSFT – cost basis - $35.50; O – cost basis - $45.50; OXY – cost basis - $80.38; PH – cost basis $115; SO - cost basis $49.00; STAG - cost basis $16.86; WFC - cost basis $45.45.
I don’t have the time or see the point in having a “model” portfolio, because nothing about a model portfolio ultimately matters. As a result, every word of my writing here is based on what I really do with my real money in my real portfolio(s).
If you follow me, you will get my efforts to find high-quality companies (whether hidden or in plain sight) to own, updates and rationale for all the moves I make, as well as rearview analysis on my life as an investor – what I have learned and the mistakes I have made – so that you can avoid making them as well. All of this without having to whip out your credit card.
Join me, won’t you? I wish you good luck and great investing!
Ranked #18 overall blogger by TipRanks for 2014.
University of Virginia, class of 2011 B.A. English
I am a young investor focused primarily on dividend growth stocks. Seeking Alpha, and more specifically, the dividend and income community that exists here, has played a significant role in my development as a portfolio manager. I am not a professional, though I do manage my family's finances. I enjoy the process; the research, the decision making, the strategic planning...and not paying a financial adviser to do the work for me. I've built what I believe to be a conservative, diverse, and balanced dividend growth portfolio currently consisting of 48 positions. Thus far, I've been able to meet by goals from income, income growth, and capital appreciation standpoints. I use a wide variety of metrics, both fundamental and technical, when establishing fair value when doing my due diligence on an individual company. All of my methods are discussed in my work here. I hope this work inspires debate, conversation, and education - this is why I write for Seeking Alpha, to give back to the community that has helped me so much and to hopefully contribute, in some way...even if its by posing a question, to the growth of others.
Lastly, I began doing this in early 2015 and I plan on continuing to do so: I donate as much of the earnings that I get from SA on a monthly basis to various charities. Depending on how active I am writing each month, and what sort of side projects I have going on at the farm my wife and I recently purchased, the amount donated each month differs. However, I am pleased to be able to give back - I think its important to stay grounded and gracious when focusing so much on finances and these monthly donations help me not to lose sight of generosity.
*I should note that all articles that I write here are done so for my personal informational/educational purposes only. Any purchases that I make or opinions that I express are not meant as recommendations for anyone else. Please perform your own due diligence before following my lead into or out of a position. I am not a professional. I enjoy investing and the open discussion that articles on this site inspire - this is why I write, not to influence anyone else's decisions, but to enhance my own ability to make sound financial choices. That being said, I wish the best of luck to everyone. May we all meet our own financial goals.
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I tend to focus on value oriented names.Areas of interest include great businesses that have great reinvestment opportunities, special situations such as spin offs, and generally beaten down value names.
Favorite investors include, Buffett, Marks, Lynch, Greenblatt, Klarman, Berkowitz, among others.
BA in Finance. CFA Charterholder.
Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.
Two guys who love Investing, Dividends, Frugality, Passive Income & attempting to Reinvest Our Dividends to one day achieve Financial Freedom! Follow us on your journey towards a work-free life!
My name is Mike McNeil and I’m the author of The Dividend Guy Blog along with the owner and portfolio manager over at Dividend Stocks Rock. I earned my bachelor degree in finance-marketing, own a CFP title along with an MBA in financial services. Besides being a passionate investor, I’m also happily married with three beautiful children.
I started my online venture to educate people about investing and to be able to spend more time with my family.
I used to struggle with the same issues millions of small investors deal with on a daily basis. Which stocks to buy? When to sell them? How to find the time to manage my portfolio? How to diversify? I wasn’t into dividend investing until I looked in depth at my portfolio returns and realized I was having difficulty keeping up with the market.
The root of the problem was a very poorly built portfolio that lacked structure and the components required to build a sturdy base. I made good money from the stock market but I was taking unnecessary risk to achieve my investing goals.
From that point on, I was determined to create a portfolio strategy that would allow me to benefit from dividend growth stocks as a solid foundation. Since then, I manage my portfolio with a stress free method that enables me to cash out dividend payments even when the market goes sour.
Thirty-three year old individual investor building my portfolio towards the goal of retiring with a steady stream of income. Looking for opportunities to learn from others and share my investing endeavors with the SA community.
At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Brian Nelson is the President of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at firstname.lastname@example.org.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum
My investment strategy is built around the creation of an income stream that will provide me with long term flexibility. I believe there are many ways to accomplish this goal from buying stocks that have an income component at value, to cash flow generating real estate investments to bond and bond equivalents. Each investor must know where they're trying to get to, then create a formula that works best for them. I choose to focus on income because it allows me to sleep more comfortably.