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.
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I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium SA platform, "Retirement: One Dividend At A Time"
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
I have more than 10 years experience investing in commodities and hard assets such as gold and silver miners, exploration companies, oil and gas producers, MLPs, and various other sectors.
Hi, I'm Sarfaraz A. Khan. I have got an MBA from University of Aberdeen, located in the heart of UK's oil industry. My specialties lie in energy and materials stocks, but I occasionally cover services sector, emerging markets and ETFs. My work appears mainly on TheStreet and Seeking Alpha.
Contact: Seeking Alpha message or sarfarazis[at]yahoo[dot]com
First, the good stuff. Here's my portfolio ...
Consumer Discretionary: MCD, NKE, SBUX, TGT
Consumer Staples: COST, GIS, KHC, KO, MO, PEP, PG, PM, RAI, WBA
Energy: CVX, KMI, XOM
Health: ABBV, AMGN, GILD, JNJ, MCK
Industrial: BA, DE, EMR, LMT, MMM
REITs: HCN, NNN, O, OHI, VTR
Technology: AAPL, MSFT, QCOM
Telecom: BCE, T, TU, VZ
Utilities: AVA, D, SCG, SO, WEC
ALSO: small stakes in 23 additional companies held in the Dividend Growth 50 portfolio (http://seekingalpha.com/article/2764265-its-new-its-nifty-its-the-dividend-growth-50): ADP, AFL, BAX, BDX, CAT, CL, CLX, COP, GE, GPC, HCP, HSY, IBM, KMB, MKC, NEE, SHPG, SJM, UTX, V, WFC, WMT.
Now, a little about me:
I am a 50-something former sportswriter who was sent on a permanent vacation during the Great Recession. That sucked, but my story is not a sad one. Unlike many folks who lost their jobs, I am not in financial distress, I am not depressed and I am not bored.
My wife is a pediatric nurse with a bullet-proof job and decent benefits. So after supporting her and our two kids (now grown) for most of three decades, the least she can do is support my semi-retired keister!
Because of Roberta's job situation, because we have zero debt (not even mortgage debt), because we no longer have any dependents and because we have been pretty diligent savers over the years, we are comfortable (though nowhere near rich).
Although we hold some funds, bonds and cash, my investing philosophy leans heavily toward Dividend Growth Investing. By early next decade, we want to live entirely off of our income stream, Social Security and pension payments - and therefore will not have to spend down the principal one iota. To accomplish this, we invest mostly in blue-chip companies with long track records of growing dividends. As of mid-2016, we are well ahead of pace to reach our goal.
When not researching investments and writing for Seeking Alpha and other Web sites, I coach middle-school girls basketball at Metrolina Regional Scholars Academy, the top charter school in the Charlotte metro area; in March 2016, we won the first conference championship in school history! I also umpire youth baseball and referee youth basketball.
My wife and I dote on our 5-year-old pup, Simmie, and keep up on the doings of our now-grown kids, Katie and Ben. And we love to cheer on the basketball team of our alma mater, Marquette University, where we both majored in Journalism. Go Warriors! Also big fans of the Carolina Panthers.
I still occasionally post to the blog I initiated in 2007 -- lots of sports stuff, some politics, some personal junk -- at www.TheBaldestTruth.com.
Value Digger holds MSc. in Electrical Engineering, speaks four languages (English, French, Greek, German) and has lived in the U.S. for many years. Also, he is a full-time investor and a freelance writer with one of the highest Followers per Article (F/A) rates in Seeking Alpha. His F/A rate in Seeking Alpha is above 30.
After creating "Nathan's Bulletin" (a subscription-based investment guide for investors who can't afford a financial advisor), Value Digger launched a subscription-based Premium Service in Seeking Alpha entitled "A Fundamental Investor's Stock Club" which includes an unparalleled, actively-managed and high-return Portfolio of unknown and/or underfollowed stocks. Regularly updated and detailed lists in his Premium Posts PROVE these high returns. For reference, when Value Digger was managing money in the early 2000s, his Portfolio's annual ROI consistently exceeded 50%. His Premium Research is based on a comprehensive review of company-specific factors, macro conditions, competitors and the industry trends.
When it comes to his publicly-available picks and his free Seeking Alpha articles, Value Digger is ranked in the TOP-50 with a success rate of over 80%, an average return per recommendation of over 30% and a 5-star rating according to TipRanks.com, which is the highest category quality ranking used to evaluate financial experts. TipRanks.com is a comprehensive investing tool that allows private investors and day traders to see the measured performance of anyone who publicly provides financial advice. TipRanks.com collects data, evaluates and ranks 9,000 financial experts worldwide.
After almost 30 years of investing experience in the international markets (U.S., Canada, Australia, Europe), Value Digger has formulated a deep understanding of valuation analysis and his investment philosophy is firmly grounded in Ben Graham-style value-oriented opportunities that often have an assymetric risk/reward profile. On that front, he has created a unique proprietary database with thousands of publicly-traded companies per sector, which helps him spot the bargains and the bubbles before many investors find them.
Daniel is currently the manager of Avaring Capital Advisors, LLC, a registered investment advisor that oversees one hedge fund. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein.
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
Mid Market M&A consultant specializing in technology and energy industries. Individual Investor for over 25 years. Growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.
I have a keen sense of cutting through management and Investment banker commentary and seeing true value of companies. A lot of my views tend to be controversial for that reason but at the same time remarkably accurate.
To get a feel for my writing, readers can puruse a few of my recent against the grain calls:- with extremely high success rates.
I retired as CEO of an Automotive Parts supplier, and manage an investment portfolio for myself and family. I have a BA in History from Royal Military College of Canada and an MBA from the University of Western Ontario. My first career was as a fighter pilot in the RCAF, and, following my MBA I joined McKinsey & Company, Inc. leaving them for Canadian GE. I left CGE as a Vice President in 1984 and founded The Enfield Corporation Limited ("Enfield") which grew from 243 employees in 1984 to over 10,000 in 1989 when Enfield was taken over and I was replaced as CEO. In 1989, I acquired control of Algonquin Mercantile Corporation, renamed Automodular Corporation in the late 1990's when I turned it to focus exclusively on automotive parts sub-assembly. Along the way, Algonquin turned a few ageing drug stores into Pharmx Rexall Drug Stores Ltd., sold to Katz group in 1997 and today a major Canadian drug store chain. I have been a private investor since 1971 both directly and through a private company controlled by myself and members of my family.
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.
Lawrence is the Managing Director of Fuller Asset Management. He has 20+ years of experience managing investment portfolios and serving the needs of individual clients. He began his career as a Financial Consultant in 1993 with Merrill Lynch. He worked for First Union Brokerage, Morgan Stanley and ING in the same capacity before realizing his long-term goal of complete independence. He graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science in 1992.
Simply Safe Dividends helps conservative dividend investors increase current income, make better investment decisions, and avoid risk. Brian Bollinger, CPA, runs Simply Safe Dividends and previously worked as an equity research analyst at a multibillion-dollar investment firm.
I've spent considerable time working for a registered independent advisor, doing work such as structuring client accounts, researching stocks/bonds, and performing due diligence on external managers. My career shifted when I took a role at a major investment bank, where I've supported the front office in mortgage-backed securities and derivatives. I now work in an oversight and risk capacity, identifying areas of risk and control weakness when it comes to regulatory compliance. As for trading style, I lean towards small/mid-cap companies, as I believe they have the potential for greater risk-adjusted returns. I'm firmly contrarian, and look to buy out-of-favor equities that have an opportunity to revalue upwards in the medium term.
Author of Quantitative Investing, the Global Household Index service and the free weekly Market Timing Signals. Investor looking for profitable combinations of value and quality factors. Also involved in closed-end funds selection, tactical asset allocation and volatility trading. To ask information on my various model portfolios in stocks, ETFs and CEFs, click the link "send message". You will get a personal answer in your SeekingAlpha inbox usually within 24h.
PhD in computer science, Software Engineer, Civil Engineer, 20+ years working in various sectors and countries.
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital
Dr. Price writes about stocks, options and the market every weekday on Real Money Pro, a subscription site onTheStreet.com.
Paul has been a speaker at the International Traders Expo in New York City and the Options and Forex Expo in Las Vegas. He also gives investment seminars for subscribers of TheStreet's multiple subscription sites.
Dr. Price is a featured contributor on Market Shadows.com, GuruFocus.com and TalkMarkets.com.
He also teaches bi-weekly investment webinars for Rule #1 Investing.
Bill Gunderson @billgunderson is the CEO and Chief Market Strategist of Gunderson Capital Managment in San Diego, CA.
He is also a professional money manager, former research analyst, author of Best Stocks Now, and developer of the Best Stocks Now smartphone app.
He offers four free weeks to his weekly Best Stocks Now to Seeking Alpha readers at gundersoncapital.com
He also hosts a daily stock market radio show that is syndicated nationwide on the Salem Broadcast Network.
Bill has appeared on the Fox Business Channel and on Bloomberg Radio numerous times .His articles have been published in Barron's, Forbes, TheStreet.com and numerous other publications.
He can be reached at firstname.lastname@example.org or by calling (855)611-BEST.
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a Certified Public Accountant CPA from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at email@example.com .
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)
*For Elazar's Research on SA hit "Follow." and click "Real-time alerts on this author" for real time.
*Trading needs a gameplan and discipline. Elazar has served clients in the $100mm-$10B asset range.
See the market through a new simple perspective. Make decisions based on how the market functions.
*Your Trading Team is an Elazar service on Seeking Alpha to help you build and stick to a cookie cutter framework. Working together helps avoid common mistakes, cut losers and hold on to winners.
We follow SPY, Oil, GLD, SLV, UNG, XIV, XLV, XLF, XLI, EFA, CYB, WEAT, SOXX, IAU, FXY, TLT, BAL and many other securities with strong historical model results.
*Weekly SPY Model Historic Performance 56% in three years through July. All of the securities we closely follow have a strong model track record to support our fundamental work.
*Click for information about: Your Trading Team on Seeking Alpha.
Past performance can not predict future performance. Capital invested is capital at risk and especially when leverage is used large, some if not all of the principal can be lost. Please consult your financial advisor if such a service is right for you. The performance data shown includes back-tested past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate. Current performance may be lower or higher than the performance data cited. Hypothetical or simulated performance results have certain inherent limitations unlike actual performance record. Real time performance is in the process of being compiled in Your Trading Team on Seeking Alpha.
The writer is a long term value investor and M.Sc graduate in Financial Markets with over 10 years experience. Value can be found in both long and short ideas and uses options to enhance the risk-return profile of investment ideas.
Disclaimer: This article provides opinions and information, but does not contain recommendations or personal investment advice to any specific person for any particular purpose. Do your own research or obtain suitable personal advice.
I hold a PhD in the field of epidemiology a masters degree in public health. My undergraduate training is in policy, economics and the sciences. I have utilized my training in employment with government, academia, private industry and to further analyze the fundamentals and technicals of all manner of companies in different sectors. Specifically, I like to trade growth companies, REITS, biotechnology/ pharmaceuticals, precious metals, blue chips and small-cap companies.
Each market day I get up at 530 am and begin working/analyzing data before my day job. I focus much on current events, earnings, and developments. I also work after market hours to cover after hours developments or interesting action during the day. I aim to conduct 2 analysis per business day, which helps me stay focused on my own finances.
I have been investing for about 10 years. I also enjoy trading short expiration options, and investing in stocks with 3-20 year horizons. I enjoy writing with Seeking Alpha to share my opinion and analyses. I am a large believer in the crowd source model championed by Seeking Alpha and believe every ounce of analysis and opinion should be considered when you invest your personal finances.
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.
Contributors: Scott Tzu, Parke Shall, Thom Lachenmann
(contributors write under pen names for anonymity purposes)
Please read Seeking Alpha's Policy on Anonymous Contributors to familiarize yourself with the site's terms and conditions relating to anonymous authors.
Mr. Leach spent his early years on a subsistence farm in western Michigan. He graduated at the top of his high school class which helped him land a scholarship to the University Michigan. Graduating magna cum laude with a bachelor’s degree in Nuclear Engineering and a minor in mathematics in 1981, Mr. Leach took his first professional job with Westinghouse Electric in Monroeville, PA.
Mr. Leach held several positions of increasing responsibility at Westinghouse, and Fluor Federal Services in Pennsylvania, South Carolina, and Washington State. While in Washington State, Mr. Leach completed his master’s of science degree in Environmental Engineering graduating summa cum laude in 1997 from Washington State University.
In 2003 and 2004 with Fluor Federal Services, Mr. Leach worked as a civilian contractor for the US Department of Defense in various middle east locations and the Philippines. In 2005, Mr. Leach joined the AREVA Group and spent two years in France. After returning stateside in 2006, Mr. Leach held various positions of increasing responsibility with AREVA Federal Services in South Carolina and North Carolina. Mr. Leach left the AREVA group in 2014 at the age of 56 and is now quasi-retired and focuses on his wife, his 15 year old son, and his investment portfolio.
Mr. Leach has been a consistent, avid, and successful investor for more than 30 years. His investment style is conservative and he primarily invests in income oriented equities, bonds, preferred stocks and mutual funds. Mr. Leach has written more than 50 articles on Seeking Alpha and other websites.
To follow me click the "Follow" button! (Easy right?)
Kumquat Research is a college student and fund manager who has been investing for 4 years. He writes mostly about the technology sector and about event-driven and momentum opportunities across various industries and sectors. He is currently studying for degrees in both finance and computer science at the University of Maryland. Some of his interests include technology, programming, drumming, video games (developing and playing) and astronomy. Articles written and comments posted by Kumquat Research are NOT financial or investment advice, and only express his opinion. Do your own due diligence!
Data Center Knowledge - Contributor: writing about data centers REITs -- a new and growing asset class -- attempting to bridge the gap between technology & traditional REIT investors.
Researching and writing at the corner of Main St. & Wall St. where real estate often intersects with trends in: technology, ecommerce, office/industrial, healthcare, cloud computing, energy infrastructure & green initiatives.
Recently covered breaking news and actionable ideas REIT ideas for Benzinga "REIT Beat," now Contributor/Sr. REIT Expert. Select articles featured on Investopedia.com, Seeking Alpha, and published on Yahoo! Finance, Google, MSN, Finviz and many other financial portals. Recent Select Freelance contributor for Motley Fool, writing about REITs and real estate topics for the Financial Bureau.
I have over 25 years of experience as a: developer of institutional quality office and industrial facilities, general contractor, homebuilder, managing general partner for private limited partnerships, and have performed consulting and transactional real estate services for others, including entitlements for planned commercial/office/industrial developments.
Past job experience included: V.P. of Energy Services for a Florida based Mechanical Contracting company, which subsequently was acquired by EMCOR (NYSE: EME). Responsibilities included development and "financial engineering" of projects to reduce energy consumption and total cost of ownership solutions, partnered with the two major Florida electric utilities, and private companies, (including Enron Energy Services!).
Education: UCLA - BA Economics, including graduate coursework in Real Estate Finance.
Masters Degree from St. Thomas University - Miami, FL
John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (U.C.L.A.) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in Japanese and was trained as a domestic Japanese research analyst and money manager. In 1977 Thomas became the Tokyo correspondent for The Economist magazine and the Financial Times of London. Thomas traveled extensively throughout Asia, interviewing premiers, presidents and prime ministers, writing on macroeconomic trends, and producing countless features about individual companies. Thomas witnessed China’s cultural revolution and was one of the first American correspondents to enter China prior to the U.S. normalization of relations. Thomas authored several books about the Japanese financial system still in use by business schools today. In 1983 Thomas joined a top US investment bank in New York with the mandate to develop an international equity business for the firm. In 1985 he moved to London, England to establish a presence in Japanese equity derivatives for the firm. In 1989 Thomas was appointed a director of one of the big three Swiss Banks with a mandate to design sophisticated hedging strategies for the bank’s considerable holdings of Japanese equity warrants and convertible bonds. With the invasion of Kuwait by Iraq, Thomas was drafted by the US Marine Corp to serve as a pilot. In 1990 Thomas became a pioneer in the nascent hedge fund industry by founding the first dedicated Japanese hedge fund. The firm managed segregated accounts for a variety of government agencies, banks, and high net worth individuals in Europe, the Middle East, and Asia. After a decade of spectacular absolute and relative performance he sold his firm in 1999 and retired to manage his personal investments in the oil and gas industry. Seeing incredible opportunities in the marketplace and yearning for the adrenaline and satisfaction offered by active management, Thomas launched a new hedge fund in 2007. In his free time Thomas is a commercial aircraft pilot, long distance hiker and mountain climber, wine collector and avid photographer.