Enterprise Software Consultant and IT Solutions Architect with over 20 years of experience in designing, building and delivering robust and efficient computer systems solutions to companies in Software, Telecom, Manufacturing, Banking, Defense industries.
Middle aged corporate type manager, upper-middle income, MBA educated, always saved but never kept it due to life choices. Now a bit late to the saving/investing game but am aggressively managing an IRA pooled from many years of 401K savings. Seek long-term dividend income growth, stability and a reasonably comfortable retirement; may have to count SS in the income mix but shooting for a point where I do not have to.
Designed digital and analog circuits and systems from 1984 and got corporate downsized in 2010. Worked for defense, medical, electronic locks, rail road traffic control, and back to defense the last time. For those that never worked in the engineering world - there is no stability for most and there is no shortage of engineers.
I like to know how things work and I like to save when I can, so I continue to learn and do what I can with home and auto repairs, health, and investing.
I have never directly shorted a stock - feels dirty since the uptick rule has been gone under Bill Clinton. I do use put spreads most of the time as far as shorting.
I am an independent part time investor. I have held C-level positions in information technology, consumer electronics, industrial services and upstream energy industries. My goal is long term capital appreciation and income growth. I prefer to identify medium to long term secular trends and then analyze companies positioned to exploit those trends.
The Virtuous Cycle (TVC) educates individuals about time-tested money management and investment behaviors that promote long-term financial health. TVC manages growth and dividend portfolios while emphasizing that investor discipline and strategy, in addition to stock selection, are key determinants of investment returns.
Dr. El-Erian is Chief Economic Advisor at Allianz and member of its International Executive Committee. He chairs President Obama's Global Development Council, is a Financial Times Contributing Editor, a Bloomberg View columnist and author of the NYT/WSJ best seller "When Markets Collide."
Dr. El-Erian formerly served as CEO and co-CIO of PIMCO, the global investment management company. He re-joined PIMCO at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts.
Dr. El-Erian also served as a member of the faculty of Harvard Business School. He first joined PIMCO in 1999 and was a senior member of PIMCO's portfolio management and investment strategy group.
Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C.
Dr. El-Erian has published widely on international economic and finance topics. His book, "When Markets Collide," won the Financial Times/Goldman Sachs 2008 Business Book of the Year and was named a book of the year by The Economist and one of the best business books of all time by the Independent (UK). He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for 2009, 2010, 2011 and 2012.
Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, the Peterson Institute for International Economics and the IMF's Committee of Eminent Persons. He is currently a board member of the NBER, the Carnegie Endowment for International Peace, and Cambridge in America. He chairs the Microsoft Investment Advisory Board.
He holds a master's degree and doctorate (economics) from Oxford and received his bachelor and master degrees from Cambridge. He is an Honorary Fellow of Queens' College, Cambridge University.
Stephen worked as a Certified Financial Planner under the umbrella of a large company for about six years. With his personal portfolio consistently out-performing his clients, due to company limitations, he became upset at the injustice. Realizing his greater value as an independent hedge fund manager, he founded Spicer Capital in 2016.
I obtained my CPA in 1990 and became a CFA charter holder in 2000. I consider myself an expert in Quantitative and Qualitative analysis and have extensive experience in Technical Analysis. I also have a deep interest in stock market history and hold degrees in Economics (BSBA) and Management Information Systems (MBA). I have been actively involved with investment analysis and investment management since 1985 but have been a student of investing since the 1960s. I owned my first individual stock position while still in high school. I am a student of Benjamin Graham and Warren Buffett. I have achieved a uniquely diverse experience from multiple careers that has allowed me to develop a broad perspective enabling me to look at the big picture of macroeconomics all the way down to the retail unit or factory floor. In my youth I was in retail, then served in reconnaissance during my tours in Vietnam. I have been a blue collar, union worker in a factory and a manager in services, hospitality and transportation as well as a manager of professional staffs. I have more than 20 years of experience each in both public and private sectors. I have personal points of reference that many analysts will never have. I bring more to the table than just the theories and models I have studied or built. To understand more about my investing philosophy please visit my blog on my website.
I'm a self-directed investor who shares my experience in investing. I read, learn, and apply every day.
I write about value & dividend investing from the perspective of a Canadian. I invest in individual stocks on the US stock exchanges and the Toronto Stock Exchange.
As I write, I reflect on my own actions and results, which is an amazing exercise. I encourage individual investors who enjoy writing to try it.
I appreciate the work done by SA staff & authors and love the community that engages in meaningful discussions.
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.
Self-taught investor who's passionate about building wealth by investing in companies with strong fundamentals who pay exceptional dividends. I'm also an options trader. My blog is Investment Hunting, which can be found at http://www.investmenthunting.com
My blog has one primary goal: Serve as a step-by-step history of what I did to achieve financial independence to be shared with my children and grandchildren. On occasion I share my personal posts with the SA community.
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.
Bill Gross is a Portfolio Manager responsible for managing the Janus Global Unconstrained Bond Fund, and all related portfolios, and leading efforts to build out Janus' global macro fixed income capabilities. He also serves as an integral member of the Janus Capital Group Global Allocation Committee focused on the expansion of Janus' global asset allocation business. He is based in Newport Beach, California. Mr. Gross co-founded PIMCO in 1971 and served as managing director and Chief Investment Officer until joining Janus in 2014. Throughout his career, Mr. Gross has received numerous awards including Morningstar Fixed Income Manager of the Decade for 2000-2009 and Fixed Income Manager of the Year for 1998, 2000 and 2007. He became the first portfolio manager inducted into the Fixed Income Analysts Society’s Hall of Fame in 1996 and received the Bond Market Association’s Distinguished Service Award in 2000. In 2011, Institutional Investor magazine awarded him the Money Management Lifetime Achievement Award. He is a renowned expert within the bond market and is at the forefront of thought leadership on the subject of fixed income investing. He is also author of the books, Everything You’ve Heard About Investing is Wrong and Bill Gross on Investing.
Mr. Gross holds an undergraduate degree from Duke University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He has 44 years of financial industry experience.
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
Sorry I hide my true identity but I'm a physicist/engineer, native contrarian and idea generator. I am an eclectic dividend investor with motto "In God We Trust, All Others Pay Cash" applied to companies I invest in.
I like to read /and read a lot - did you look on my SA photo 8-)? / including popular and academic investment books and papers. After 200+ books I concluded that many (but not all) finance academics failed to delivery a good science because they usually are more concerned about match between their models and limited (in time and place) data-sets than about underlying assumptions of their models. On another hand, finance practitioners such as fund managers have different goals than I (for example, they want to outperform or replicate market each single year while my goal is to have smooth income from my investment and I don't worry to underperform in a bull market) and to some extend more limited in their choices than I (for example, with micro- and nano-cap stocks). It gives a chance for me as amateur investor to compete successfully with professionals in niche strategies such as dividend investment (see http://seekingalpha.com/instablog/725729-sds-seductive-dividend-stocks/266502-why-i-m-a-dividend-zealot-jan-31-2012).
My real portfolio consists of more than 100 dividend growth (DG) and high yield (HY) high quality stocks of USA and foreign companies with good history of dividend payments. I cherry-picked these stocks from the end of XX century in accordance with my ideas on diversification for income-equity investors ( http://seekingalpha.com/instablog/725729-sds-seductive-dividend-stocks/4183595-an-estimation-of-dividend-growth-portfolio-size). I also maintain artificial so-called "poor"folio of dividend stocks I use for self-education about market.
I understand that DGI is mostly trust in company's Board of Directors consistency and that HYI is mostly disagreement with market sentiment but both styles fit my goals and mentality,
My investor edges are
i) critical scientific approach (used in natural science rather than in liberal sciences) to finance academics ideas and strong selection between useful and worthless findings;
ii) quite predictable proprietary model of dividend reductions forecast in near future (couple years) that I have delivered from mix of hardware engineering ideas and physics concepts with finance data and behavior signals that allows me to sell stocks before such unpleasant event, and that I continue to polish;
iii) independence in time frames and market exposures forbidden for many finance practitioners;
iv) analyses of companies that are too small for institutional investors.
I have couple excellent ideas in dividend investing I'd like to capitalize, so serious requests are welcome.
I rather put my thoughts and ideas in SA Instablog and comments than in articles (I'm pretty busy/lazy/English-incompetent to perfect an article) but in all cases all standard disclaimers are applied. One of good things I have learned in Intel, that decision should be data driven. So I try to supply my ideas and thoughts with most relevant data. I love old Russian writer and dramatist Anton Chekhov principle "Brevity is the sister of talent" and think it is even more important nowadays with ocean of information in front of any investor. So, I try to follow this principle in my SA instablog and comments but please remember that "If I have more time, I would have written shorter".
Being a scientific journals referee I have a bad habit to find few weak points in almost any manuscript, so I probably too critical in some comments but I hope the article authors excuse me. I prefer communicate via SA email rather than inside comments (I usually turn off "Track new comments on this article" feature SA has). So send me a SA email if you have a question or would like to discuss my point of view.
I was born in Finland, raised in France and I have studied in Germany, the UK and the USA. I have a passion for finance and been actively managing my own portfolio of traditional and alternative investments since the age of 14. I have been very entrepreneurial since an early age and started my first company in the retail sector at the age of 16 in France and later acquired my first investment property at the age of 18 in Germany.
I constantly search for businesses with above average economics selling at below average valuations. My investment horizon is always long and my philosophy contrarian. I dedicate most of my analytical efforts to segments of the financial markets that are likely to present the most inefficiencies and focus on industries where I can have a competitive advantage over other investors. From my past entrepreneurial ventures, I have developed a strong understanding of the real estate, retail, and restaurant sectors and as a result tend to focus on these. My international background also gives me a certain edge over other investors as it provides me a superior understanding of the differences between European and American markets which help me to identify superior opportunities in a broader universe of securities.
I put lots of emphasis in getting a strong educational background in traditional assets as well as in alternative assets. I am a CFA Level II Candidate, hold a B.Sc in Construction and Property Management and will graduate with a second B.Sc. in Real Estate Asset Management in March 2017
Don't hesitate to reach out.
DISCLAIMER: Jussi Askola is not a Registered Investment Advisor or Financial Planner. The Information in his articles and his comments on SeekingAlpha.com or elsewhere is provided for information purposes only. Do your own research or seek the advice of a qualified professional. You are responsible for your own investment decisions.
Just an old farm boy who bought his first stock in 1970. Been a student of the markets and investing ever since. Over the years I have owned and managed several businesses before retiring for health reasons three years ago. MS from the University of Akron.
I am a JD/CPA with extensive experience working in the middle market loan industry and with middle market CLOs. I was an initial member of CIFC's (a public leveraged loan investment manager) executive team where I was responsible for the issuance of 7 CLOs and numerous warehouse facilities. Prior to that experience, I was a Director in S&P's CDO rating group, where I specialized in rating middle market CLOs.
I am a PhD candidate at the University of Cambridge. My research concentrates on a subfield of deep learning. I mostly write on technology and have recently started a "under the hood" series on artificial intelligence and technology. If you want me to cover any specific piece of software, technology or company as part of the series, shoot me a message or comment.
The author has an honours degree in economics and politics with a focus on economic development. With 25 years of experience in risk management he has extensive knowledge of Asia Pacific markets. He invests in his personal capacity.
BA in economics from UConn. MBA in finance from Wharton. Worked as securities analyst and portfolio manager for an insurance company and a bank from 1960 through 1983. Retired at age of 53. Private investor from then until now. I am 86 years young. I like to write poetry and short stories. And, I am the Chief Inspector of Sunrises and Sunsets on Earth (self appointed).
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."
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. Suburban Propane Partners (SPH)
5. Ship Finance International (SFL)
6. KNOT Offshore Partners (KNOP)
7. Sunoco LP (SUN)
8. Summit Midstream Partners (SMLP)
9. Gaslog Partners (GLOP)
10. Triangle Capital (TCAP)
11. Seaspan (SSW)
12. CorEnergy Infrastructure Trust (CORR)
13. Energy Transfer Partners (ETP)
14. Fidus Investment Corp. (FDUS)
15. New Mountain Finance Corp. (NMFC)
16. Ares Capital (ARCC)
17. Annaly Capital Management (NLY)
18. Terra Nitrogen (TNH)
19. Monroe Capital (MRCC)
20. Hercules Capital (HGTC)
21. TPG Specialty Lending (TSLX)
22. Enviva Partners (EVA)
23. ONEOK Partners (OKS)
24. Hoegh LNG Partners (HMLP)
25. Jernigan Capital (JCAP)
26. Starwood Property Trust (STWD)
27. New Senior Investment Group (SNR)
28. Ladder Capital Corp. (LADR)
29. Compass Diversified Holdings (CODI)
30. Goldman Sachs BDC Inc (GSBD)
31. Ares Commercial Real Estate Corp. (ACRE)
32. AmeriGas Partners (APU)
33. Ciner Resources (CINR)
34. Care Capital Properties (CCP)
35. Genesis Energy Partners (GEL)
36. Landmark Infrastructure Partners (LMRK)
37. Blackstone Minerals (BSM)
38. Omega Healthcare Investors (OHI)
39. Tallgrass Energy Partners (TEP)
40. Xenia Hotels & Resorts (XHR)
41. Holly Energy Partners (HEP)
42. City Office REIT (CIO)
43. Gaming and Leisure Properties (GLPI)
44. Pattern Energy Group (PEGI)
45. Sunoco Logistics Partners (SXL)
46. Sabra Healthcare REIT (SBRA)
47. Community Healthcare Trust (CHCT)
48. Main street Capital (MAIN)
49. LaSalle Hotel Properties (LHO)
50. Energy Transfer Equity (ETE)
51. Chatham Lodging Trust (CLDT)
52. Royal Dutch Shell (RDS.A)
53. Chesapeake Lodging Trust (CHSP)
54. Macquarie Infrastructure Corp. (MIC)
55. MPLX (MPLX)
56. Medical Properties Trust (MPW)
57. Apple Hospitality REIT (APLE)
58. 8Point3 Energy Partners (CAFD)
59. Brookfield Renewable Partners (BEP)
60. Stag Industrial (STAG)
61. NRG Yield (NYLD)
62. InfraREIT (HIFR)
63. VEREIT (VER)
64. Armada Hoffler Properties (AHH)
65. Spirit Realty Capital (SRC)
66. HollyFrontier Corp. (HFC)
67. Vodafone (VOD)
68. Hannon Armstrong Sustainable Infrastructure Capital (HASI)
69. Ford (F)
70. NextEra Energy Partners (NEP)
71. GM (GM)
72. PacWest Bancorp (PACW)
73. AT&T (T)
74. Easterly Government Properties (DEA)
75. Brookfield Property Partners (BPY)
76. ONEOK Inc (OKE)
77. W.P Carey (WPC)
78. MGM Growth Properties (MGP)
79. Preferred Apartment Communities (APTS)
80. Hersha Hospitality Trust (HT)
81. RLJ Hospitality Trust (RLJ)
82. Enterprise Products Partners (EPD)
83. Pebblebrook Hotel Trust (PEB)
84. Brookfield Infrastructure Partners (BIP)
85. Magellan Midstream Partners (MMP)
86. Iron Mountain (IRM)
87. National Health Investors (NHI)
88. EPR Properties (EPR)
89. Spectra Energy Corp. (SE)
90. Shell Midstream Partners (SHLX)
91. Lazard Ltd. (LAZ)
92. Chevron (CVX)
93. Helmerich & Payne (HP)
94. Tallgrass Energy GP (TEGP)
95. Valero Energy Corp (VLO)
96. Maiden Holdings (MHLD)
97. EQT Midstream Partners (EQM)
98. Oceaneering International (OII)
99. Dominion Midstream Partners (DM)
100. Toronto-Dominion Bank (TD)
101. Invesco (IVZ)
102. Valero Energy Partners (VLP)
103. ExxonMobil (XOM)
104. L Brands (LB)
105. Suncor Energy (SU)
106. Wells Fargo (WFC)
107. Gilead Sciences (GILD)
108. EQT GP Holdings (EQGP)
109. Bank of America (BAC)