I am an experienced individual investor who has been trading merger arbitrage stocks and options since the 90's. I am a writer with a Master of Science from Northwestern University and I truly enjoy writing articles about the stock market. I try to look for opportunities where the odds are in my favor and there is a definite edge. On Seeking Alpha my articles will aim to provide insight and favorable risk/reward for the readers.However, I am not an investment advisor so any recomendations or ideas I write about in my articles, blogs, or comments shouldn't be taken as investment advice. I recommend using my writings as a starting point to which you should add your own research or that of an investment advisor.
"Any time you make a bet with the best of it, where the odds are in your favor, you have earned something on that bet, whether you actually win or lose the bet. By the same token, when you make a bet with the worst of it, where the odds are not in your favor, you have lost something, whether you actually win or lose the bet."
-David Sklansky, "The Theory of Poker"
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
I'm a 65-year-old investor focused on dividends in a Retirement Income Portfolio. I'm not yet in the distribution phase of retirement.
I've been a member of the National Association of Investment Clubs (NAIC) since 1982, which now operates as BetterInvesting.org. For many years as a volunteer I helped lead workshops to teach tools developed by NAIC to educate investors about how to do basic fundamental stock analysis. I continue to have a strong interest in investor education.
NAIC's historic "four principles" have been very helpful to me:
1) invest regularly throughout your lifetime;
2) invest in growth companies;
3) reinvest earnings and profits;
4) diversify by industry and size.
Bill Bengen's "4% Rule" concept inspired me to set a goal to create a retirement income portfolio of individual dividend growth stocks as a way to tap only dividend income from the portfolio as long as possible rather than selling assets.
Helpful mentors and colleagues include:
- Charles Allmon, former columnist for Better Investing, taught me to look for growth stocks
- Ben Graham's The Intelligent Investor taught me the importance of intrinsic value
- Peter Lynch instilled confidence that the average citizen can win in the stock market
- Louis Rukeyser demonstrated how to ask probing questions about market conditions
- Brad Thomas introduced me to a host of real estate investment trusts
- Bob Wells' analytical discipline keeps me focused on dividend growth
- Lowell Miller's The Single Best Investment helped me focus on quality and safety
- David Van Knapp's holistic style of portfolio building helps me see the big picture
- David Fish and Factoids inspire me to keep digging for data
- Chowder reminds me that each buy is the purchase of a business
- BDC Buzz has helped me sift through business development companies
- Tom Konrad opened my mind to alternative energy investments
- George Fisher is a helpful "lookout" scanning the horizon for utility opportunities
- The Seeking Alpha community--both veterans and young contributors.
Four private female investors and one Dachshund.
We've consigned our careers as fund managers to the trashcan, as we no longer have confidence that we can grow our clients' money anywhere near approaching the sparkling results that we achieved for them in the past.
Now Heidi and Desiree's interests are in the fields of global water distribution, agriculture, and timberland, while Clarissa and Helga manage strategies of certain hard assets, predominantly the PGM metals group.
All four of us enjoy the heady barrage of marriage proposals and death threats we've been receiving since we started commenting on Seeking Alpha. That's why we continually try to both titilate and irritate readers with our sweet and innocent commentary. We also started posting Instablogs with absolutely essential information that investors just can't live without. Check them out (at your peril...)
Oh. And while our names (Heidi, Helga, Clarissa and Desiree) may not be our real names, Schnitzel the Dachshund's name really is "Schnitzel the Dachshund."
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
Carolyn Pairitz joined the Seeking Alpha Editorial Team September '13 and covers the ETFs and Financials vertical. Before joining, Carolyn was a contributor at ETFdatabase, Commodity HQ, and Dividend.com.
Carolyn graduated from DePaul University March '13 with a double BS in Finance and Economics along with a minor in Graphic Design she expects to never use. She is a Chicago native but currently resides in Boston, trading in bitter cold for mountains of snow.
Assumes multiple responsibilities in a leading global fintech firm, with current role developing quantitative models and investment strategies with a wide spectrum of financial data, in particular the proprietary index business by collaborating with index providers and fund sponsors to build smart-beta indices and prototypes. Holds a Master on Molecular Biology and Biochemistry from Fudan University Medical School, MBA from Case Western Reserve University Business School and is a Chartered Financial Analyst (CFA) member of New York Chapter (NYSSA).
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.
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.
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 35 stocks in my portfolio.
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.
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.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp