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
Full time CPA / Part time investor / MBA Candidate. I invest in companies I believe have a sustainable business model which allows them to obtain consistent revenue growth while also returning value to shareholders. I'm a buy-and-hold investor; I buy for a reason and am continually evaluating a company to ensure the reasons I purchased the company are still strong.
I'm currently covering Ford, General Motors, Starbucks, Under Armour, Wal Mart, CVS, Lululemon, McDonalds and Duke Energy.
I am a high school teacher for a decade.
Before that I was an analyst (operations and financial) and for a short time a Controller
I have a B.S. with an emphasis in Accounting and an MBA (for which I studied Finance, Economics, and Management)
I passed the CPA exam on the first try and am a retired CPA in the state of Maryland.
I have a high school teaching credential and an MA in Math Education
I have worked as a project manager in the oil and gas industry for the last 5 years. I have managed projects across the sector, working in downstream, midstream, and upstream oil. I have some exposure to CSG and tight gas surface facilities.
I have a B.Sc in Mechanical Engineering and have studied petroleum engineering, statistical programming, finance, and business.
Bert Hochfeld is a convicted felon and former hedge fund manager. He was convicted of mis-appropriating funds from his hedge fund in 2012.
.Bert started his business career at IBM working in the areas of product planning and pricing after completing military service Bert worked for IBM in the late 1960's and early 1970's before he took as a post as head of sales and marketing for Memorex Telex and worked there for most of the 1970's until he joined Raytheon Data Systems in a similar capacity in the 1980's. Bert briefly became a real estate developer in the Boston area before joining BMC Software as a product planning director in the late 1980's and early 1990's. Subsequent to that he entered the brokerage business where he became an enterprise software analyst, first at Louis Nicoud and then at Josephthal.&; Co. After Josephthal closed Bert started my own independent research consultancy specializing in enterprise software, storage and IT outsourcing. Bert also ran a small hedge fund. After his arrest and conviction, Bert closed both of those ventures and have been on a sabbatical the past few years. Bert currently manage my own money and those of a few close friends. All of these investments are in tech and we also take positions in small start-up ventures. ..
Arnbjorn Ingimundarson, CFA, looks for opportunities in all asset classes and all sectors, domestic and international. His main approach is based on value investing in the spirit of Benjamin Graham, while making use of any method and instrument as his disposal, including options and technical analysis.
Arnbjorn is an idependent investment advisor in Iceland.
Scouting for fundamentally-strong companies that are capable of doing well in any market. My approach will involve scanning financials, studying the industry, and link the two to provide investment advice.
ADS Insights provides insights into stocks and helps investors to make better decisions. Our writers collaborate, research, and offer their unique perspectives on various stocks in disparate industries.
Our writers from time to time may take opposing views on an investment. We may combine these viewpoints into one article or publish them separately, while letting readers know the differing opinions between the writers. If this is the case, we hope you get greater perspective and it makes your opinion on the investment in question more resolute on either side of the trade.
I am a young investor who is doing more with my money in investments than those of my generation.
I have a Bachelors of Science in Computer & Electrical Engineering. I follow technology related companies as well as blue chip industrials and consumer products. I enjoy writing about technology companies, especially ones that I use and consume. Knowing the technical side of the products helps in my analysis of what the product impact is to consumers and the markets they reach. I'm interested in growth stocks but still have a portfolio of dividend growth companies to balance out risk.
I work in the IT field of the healthcare industry for a major teaching hospital and practice group. I work mostly with integration engines for use with hundreds of systems as well as end user application access and security.
I enjoy a variety of hobbies including playing drums and building race cars made for the ice and asphalt. I raced nationally in college for Baja SAE and continue to build cars and race on a regional level both on road courses and frozen lakes.
I've been in the investing world for the last 10 years, dealing with stocks, options, mutual funds, and a little bit of forex. I have also been involved in the fields of manufacturing, engineering, information technology, and commercial fishing. I had been thinking about pursuing a career in the financial services industry, but never took the leap. Right now, I'm more or less semi-retired at 36, working part-time on a charter fishing boat, and writing articles on Seeking Alpha for beer money!
Mike is currently searching for his next opportunity in equity research or investments, keeping active in the markets and sharing his thoughts with the Seeking Alpha community.
Previously, he covered the technology sector for eight years with Evercore ISI in sell-side equity research, conveying investment strategies to Wall Street institutional investors. During this time, he cut across subsectors including semis, devices/compute, comm equipment, software, and IT services, with experience across growth and mature, consumer and enterprise, large-cap and small cap, and US and international companies. This allowed for a unique perspective across a dynamic, competitive tech landscape to identify investment opportunities and winning strategies. While covering tech broadly, Mike specialized in consumer tech, specifically growth areas like Internet, over-the-top television, social networking, virtual reality, video gaming, wearables, and the Taiwanese supply chain. He focused on companies like AAPL, Samsung, FB, GOOG, MSFT, LNKD, TWTR, ATVI, EA, FIT, SNE and several others while developing strong relationships with corporate executives and IR departments, becoming a trusted source of sell-side research on tech companies with readership of thousands of unique institutional investors.
Mike gained additional sell-side research experience as an associate at FBR covering banks, as well as buy-side experience at E*Trade as a credit analyst and Raymond James as an Associate Portfolio Manager. He has an MBA from Georgetown University, a BS in economics and business administration from Carnegie Mellon University, and is a CFA charterholder. He currently resides outside of Washington, DC with his wife and three children.
Axiom Valuation provides a comprehensive range of expert valuation services for private businesses, illiquid securities, fixed income portfolios, intangible and tangible assets, life insurance policies, and other hard-to-value assets. We value thinly traded public companies and divisions of public companies for a variety of purposes.
Based in the Boston metropolitan area, Axiom is a leading provider of business valuation and appraisal services, valuations for financial reporting, fair value assessments of illiquid securities and assets, and expert valuation consulting and testimony. Since 2001, Axiom Valuation has conducted over 2,500 valuation assignments for clients in Massachusetts, New England, and throughout the United States. Axiom has also conducted valuations in Canada, Europe, the Caribbean, South America, and Asia. In the increasingly complex world of valuation, we provide ANSWERS YOU CAN TRUST, and UNDERSTANDING BEYOND THE NUMBERS.
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, and perceived sustainability. While the past may be instructive, Aloisi cautions on over reliance as such. Times change and investors of all kinds must adapt. In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi was recently elected to a 4-year term on his local school board, garnering the most votes out of 6 candidates.
I started contributing to SA in early 2015. I am an Engineer-In-Training located in Montreal. I completed my Master’s Degree of Structural Engineering in December 2015 at Montreal’s Polytechnic (École Polytechnique de Montréal).
Daniel G. Jennings is a professional freelance writer, longtime blogger, and recovering journalist with nearly 20 years of writing experience. He has written hundreds of articles and blog posts for clients all over the world, many articles on stocks and financial topics for Motley Fool and Seeking Alpha, and other forms of copy for many different websites. Off the web, Jennings has an MBA and a BA in history; he has also worked for newspapers in four states and in the accounting department of an S&P 500 corporation. He is currently the owner and operator of the Car Insurance Samurai, Market Madhouse, and Make Cash from Books blogs.
Shudeep Chandrasekhar is a business consultant by profession and a musician by passion. With extensive experience in senior management, he has a thorough understanding of the internal workings of various types of businesses and what makes them tick. A keen student of the human mind and its potential, Shudeep constantly strives to understand the decision-making processes that underline every major business move. An enthusiastic traveller, Shudeep has lived and worked in more than a dozen countries including the United States, the United Kingdom, the Netherlands, Japan, Oman and many more. He is a truly global personality and currently lives in the bustling coastal city of Chennai, India - his birthplace.
I am a 28 year old father of three, active duty US Marine. I began investing with my retirement in mind and mostly focus on reliable dividend paying companies. I enjoy writing for Seeking Alpha to share my ideas and create discussions with fellow investors. I firmly believe that investing should be made more approachable to the masses and strive to keep my articles simple yet informative. Being on a "fixed" but stable income and lone "breadwinner" in the house creates interesting dynamics and greatly impacts my investing approach. I currently hold in no particular order:
PFE, CMI, AAPL, RTN, NKE, UA, DIS, CSX, EMR, F, O, MO, SBUX, EML, HRC, DOW, XOM, T, CSCO, SYF, ORI, OLN, GLW, TATT, KTOS, JOUT, GLBL.
I like writing about all sorts of companies in all sorts of sectors. Recently I've been focusing my writing and even investing dollars on micro/small cap defense facing companies. I will always try to keep it simple and understandable, please hit "Follow" if you would like to read my articles in the future.
DISCLAIMER: I am not an investing professional. As a result anything that I write should not be taken as investment advice as it is my personal opinion at the time. In addition, I am not your fiduciary nor do I understand your personal financial situation. Please perform your own due diligence on any potential investment decisions.
Brandon is a junior in the Gabelli School of Business at Fordham University. He is striving to obtain a career in investment banking. He actively invests on his own personal time, utilizing contrarian strategies.
Brandon is originally from Los Angeles, California where he studied at Loyola High School.
If you need to get in contact with him, feel free to e-mail him at firstname.lastname@example.org - Thank you for your time.
I currently work in the Deal Advisory practice at KPMG. I provide due dilligence for clients pursuing major acquisitions. I have a passionate interest in trading and investing.
Henry Stokman is a Senior Director at a financial and strategy consulting firm. He has been actively trading stocks, futures, and options for the past 13 years. He specializes in energy, technology, and the financial sector.
Don Dion (email@example.com, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for the Dion family. Don no longer manages money for other families or institutions after selling Dion Money Management to NYC-based Focus Financial Partners in September of 2007 prior to the Great Recession. Don remains one of the largest individual shareholders of Focus Financial Partners.
Mr. Dion is the managing trustee of the Dion Family Foundation, which focuses on helping individuals with tuition assistance at Catholic Institutions for grammar school, high school, and college education. The foundation also helps individuals by supporting health care institutions, particularly Massachusetts General Hospital. Don is on three leadership and advisory committees at Massachusetts General Hospital and the Home Base Program (a partnership between Mass General and the Red Sox Foundation). Don consults with Saint Dominic's Academy and served on the executive committee as a trustee of Saint Michaels College.
In addition, Mr. Dion is the retired publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provided a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 90,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletter. Its flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers.
Mr. Dion is the sole founder and retired C.E.O. of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, FL., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries, He fortunately sold the company to Focus Financial Partners on September 1, 2007 prior to the Great Recession.
Mr. Dion was the Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which he founded with Summit Partners in 1988. LTCH went public in 1992 and was acquired by Textron Corp. "TXT" in 1999 for $183M of cash consideration.
Don was the Executive Vice President, C.F.O., shareholder and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988.
Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982.
After law school, Mr Dion was employed as a tax and estate planning lawyer with the Boston firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983.
Recently, Don has been spending some of his time researching and strategizing about IPOs, building on his prior experience of successfully taking companies public and six strong years of U.S. IPO returns (2009 to 2015).
Mr. Dion can be reached at firstname.lastname@example.org.
Jeff is the principal of Kronos Management, a specialist in energy project development and investment advisory. He holds the FINRA Series 3 and is currently managing a family portfolio with a focus on commodities and currencies.
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, rather than an overwhelming focus on percentages. 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 4/30/16:
CRC – cost basis $9 (spinoff from OXY); CVX – cost basis $105.27; F - cost basis $12.87; HCP – cost basis $33.15; JNJ – cost basis - $99.27; MAT – cost basis - $30.03;MSFT – cost basis - $35.50; O – cost basis - $45.50; OXY – cost basis - $80.38; PH – cost basis $115; STAG - cost basis $16.86; WFC - cost basis $45.45I 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!
I am an independent Canadian equity researcher following Canadian and American securities. I am a firm follower of Warren Buffett and the philosophy of investing long term in wonderful businesses with a durable competitive advantage. My focus is looking for value on the TSE (Toronto Stock Exchange) as well as on the NYSE and NASDAQ exchanges. American investors interested in investing in Canada should follow me to hear about the latest opportunities north of the border!
Portfolio: ATD.B, AAPL, DIS, QSR, TD, SU, TU, CNI, MFC, AVO, CTC.A, SJR
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.
Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries.
After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fisher, Charlie Munger and Warren Buffett. You can read about my thoughts on a suitable portfolio structure for early retirees here.
My articles should not be considered to be any kind of investment advice. What suits me well is not necessarily good for others, as successful investing is somewhat like a marriage: If only one is perfect, the marriage won’t work. So please do your own research and remember Benjamin Graham's advice: “The investor’s chief problem — and even his worst enemy — is likely to be himself.”
I sincerely hope that my readers will ignore the Performance calculations provided by Seeking Alpha (although only to Pro subscribers, I believe). For reasons unknown to me, some of my European stock picks seem to be tracked inaccurately by Seeking Alpha's system. Spin-offs are not included in total return calculations and many of my correction requests didn't receive any answer at all. Moreover, my time frame almost never is as short as only 1 year (the maximum included in Seeking Alpha's table) and personally I consider the 1 year performance of my stock picks to be close to meaningless.
If you are interested in any of my digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site
You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
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.