Retired Public Service Professional / manage my personal 401 & family portfolio. Stocks that I either own or that are of interest to me are: AAPL, ANDE, COP, CSX, EPD, FB, HCN, JNJ, MMM, PG, SLB, SWKS, TRN, VZ, WFC, & WFSTX
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.
Contributors: Scott Tzu, Parke Shall, Thom Lachenmann
(contributors write under pen names for anonymity purposes)
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Williams Equity Research analyzes trading strategy, individual stocks, asset classes, market sectors, and risk to reward parameters in order to provide valuable insight to the Seeking Alpha community.
The author has over 10 years of experience in the financial markets working in areas of equities trading, complex product analysis, and risk management, as well as a graduate level education in the areas of petroleum engineering (full), law (partial), and finance (MBA, partial).
Graduated from the Faculty of Economics in Erevan with a major in finance. Now - professor at the Russian School of Economics and Management, teaching Financial Markets and Portfolio Management and Investments.
I manage quantitative-based investment strategies which utilize a mathematical technique called “genetic algorithms” and rigorous fundamental risk management.
With university team we provide consulting and legal advice for start-ups, charitable organizations and TOP companies, but my greatest passion is helping individuals break free from the grind to achieve financial independence.
George Spritzer, CFA is a registered investment advisor at Southland Investments and specializes in managing closed-end funds for individuals.
George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
I focus on long-term stock opportunities in North America and Europe. My job on Seeking Alpha involves analysis of the company's financial statements in order to justify Buy/Sell recommendation, and financial modeling to forecast the company's target share price over the next twelve months.
I am a retired investment adviser. I write a blog that concentrates on dividends and income. In my web/blog I profile dividend stocks that I call Dividend Machines because they are safe and deliver ever increasing income. High Yield Bonds bought at par or below and covered calls on dividend companies are additional sources of income that individual investors should learn to use and that I discuss on my site. My ideas and historical data are free to readers. The Money Madam
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.
Tolga is the managing partner for a private equity firm, Infinx Capital LLC. Prior to this, with a background in engineering and finance, he has held various startegic analyst and management roles in the semiconductor industry. He has significant experience in capital investment analysis, supply chain and competitive intelligence.
A lifelong student of the markets, speculator, and investor, decades of experience have forged Adam into a hardcore contrarian. He believes in buying low when others are afraid, then later selling high when others are brave. He founded the financial-market research company Zeal LLC, and continues to write acclaimed weekly and monthly subscription newsletters.
I am a 40 year old investor with a long term perspective and a lot of patience. I mainly think about the future when investing in stocks. I do not care about what my selection of stocks will do next year, but what the result will be in 2040 or so. To paraphrase Warren Buffett: "You should only have stocks that you would feel comfortable having if the stock market closes up for 10 years." That means that I look for stocks that combine growth and value. It has been proven that the group of dividend initiators and fastest dividend growers outperforms the markets by far in the long run. So I mainly select stocks from this group, although I also select some non-dividend payers that I believe will grow out to great future value players. Hence: from Growth to Value. I appreciate your comments, because I believe I can learn a lot from your feedback and I believe in the wisdom of crowds.
Loic LeMener is President of Opus Wealth Management. He specializes in providing his clients with holistic wealth management and investment solutions. Loic has access to a team of both local and national professionals to help preserve and grow the wealth of his clients. This team-based approach along with proprietary financial modeling software allows Loic to implement highly sophisticated design strategies. Loic received a Bachelor of Science degree in Finance from the University of Colorado after which he spent the better part of a decade in post-graduate education. Loic has earned an MBA from Southern Methodist University, holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Life Underwriter and Chartered Financial Analyst® designations. Loic is a member of both the Chartered Financial Analyst Institute and the Chartered Financial Analyst Society of Dallas-Fort Worth. He is also an active member of the Southern Methodist University Alumni Association and has been quoted in national publications including Barron’s. When not in the office, Loic enjoys reading, tennis, running, and golf.
Loic LeMener, CFA®, MBA, CFP® is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Opus Wealth Management is not an affiliate of Lincoln Financial Advisors Corp. CRN-1574361-081816.
I have been a software engineer developing applications in various fields for nearly 30 years. I began investing in mutual funds for my 401(k) back in 1988.i started investing outside of my retirement account a little over 15 years ago. I used to follow a value oriented strategy, but after I saw how that worked less well than I liked during the financial crisis, I began to switch over to a more income based approach. I had always thought that dividends were important but didn't have a systematic way to evaluate stocks that paid them until I found SA and DGI. Starting around 2010, I have switched my portfolio to a DGI strategy. One of my most profitable picks turned out to be Freddie Mac, which I originally chose because I liked the dividend and because I once worked there. When it first ran into problems I increased my holdings because it still looked like a good value to me. I eventually managed to buy several thousand shares at a cost of $0.50 (I knew that was a good value) and eventually exited the stock at a price that was $5 a share above my average share cost. My biggest miss was when I sold out my 100 shares of Apple shortly after Steve Jobs returned but before he had done much to improve the companies outlook. My holdings include : ABBV CMI CVX DLR EMR LTC F GIS INTC JNJ KMI KO KHZ LMT MCD MO MSFT O OHI PG T VGR WEC XOM
I focus on strategic investment management across multiple asset-classes, quantitative data analyses and the creation of multi-asset portfolios. Previously, I have been a finance professional in London where I worked closely at and with the leading names in asset management. I've always enjoyed reading and interacting on Seeking Alpha, and have decided in 2015 to become a contributor to share some of my ideas and thoughts. I look forward to interesting discussions and exchanges about the markets. Visit quantfriend.com for asset allocation, investment strategies and financial market data.
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 (UCLA) 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.
I'm a dividend growth investor that is looking to execute a sound retirement plan.I constantly learn about it from multiple sources and can say that I am a true fan of SA and many of the writers in this forum.
A full time investor focusing on long-term value and income stocks. Energy, Tech and Pharma excite me and a small portion of my portfolio is dedicated to opportunistic trading situations. When not trading, I am outdoors playing football or watching the love of my life: Arsenal Football Club.
I am an individual investor. My professional background is in the finance area. I have managed my own investments for over 30 years. For most of that time, my focus was on portfolio building using individual stocks. About 5 years ago, I shifted my focus to investing via ETFs. I have found that this has greatly simplified my investment style yet simultaneously increased the scope and diversification of my portfolio.
I firmly believe that the benefits of investing, and the market, should be understandable and available to everyone, including individuals who may have little or no financial background. My hope is to explain concepts simply, taking much of the mystery and accompanying fear out of the process. I look forward to enjoying the journey with everyone who decides to follow me, and hope I can make a difference in someone's life.
In addition to my blog, you can find me at:
Just a guy with an interest in the stock market. Trying to find good companies with good yields so I can retire.
I am long:
Energy: CVX COP XOM
Finance: JPM AFL MA V
Retail: TGT VFC
Industrials: BA GE MMM HON CMI
Teleco: T VZ
Consumer goods: MO PM KO PG GIS PEP
Consumer Discretionary: LUV SBUX DIS NKE
Tech: MSFT APPL CSCO QCOM
Healthcare : ABBV JNJ CVS GILD
REITs: O VTR
Ever feel like trading is like rolling dice? In a way, it is, because every mathematical model of the market includes a stochastic aspect. But I believe we can load the dice in our favor through the use of statistics. Understanding both the stock market and each individual stock as a sort of random process with its own characteristics allows us to more accurately predict what it will do in the future. Coupling statistics with fundamental analysis, I have the goal of revealing to you the hidden patterns within stocks so that you may do what you wish with that information.
As an individual investor nearing retirement I am trying to build my financial assets in order to have a fulfilling retirement. I am interested in trading both long and short; or at least using inverse ETFs, to take advantage of market declines. Having long term and short term trading strategies, proper execution of my trading plan, and absolute investing results are my goals. I see my articles as a way to keep me focused on developing winning trades. I also expect to learn much from the feedback that is provided in the comments section.
Founder of insidewallstreet.org uncovering select special situation stocks.
California Real Estate Broker
CEO and President of Gibralter Financial and Real Estate Services from 2001 to 2008.
CEO of All Valley Mortgage 1993-1995
Private investor, Author and trader from 1999 to present.
AB is a research-driven investment firm that combines investment insight and innovative thinking to deliver results for our clients. At AB we believe that research excellence is the key to better outcomes and as a result we have built a global firm with exceptional research capabilities. We offer a broad array of investment services that span geographies and asset classes to meet the needs of private clients, mutual fund investors and institutional clients around the world.