Please note that the article that you are reading here was originally written on my blog and is republished in Seeking Alpha and other forums. Consequently, I neither track nor respond to comments here. I am sorry! ================ Editors' Note: Seeking Alpha monitors Dr. Damodaran blog and posts relevant articles on his behalf.
Dean Popplewell has nearly two decades of experience trading currencies and fixed income instruments. He has a deep understanding of market fundamentals and the impact of global events on capital markets. He is respected among professional traders for his skilled analysis and career history as global head of trading for firms such as Scotia Capital and BMO Nesbitt Burns. Since joining OANDA in 2006, Dean has played an instrumental role in driving awareness of the forex market as an emerging asset class for retail investors, as well as providing expert counsel to a number of internal teams on how to best serve clients and industry stakeholders.
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 his 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 his 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. ..
I share my experiences (good and bad) in trading stocks and results of thousands of trading simulations in my books. My primary book is Complete The Art of Investing. My best sellers are Momentum Investing, Sector Rotation and Profit from 2017 Market Crash.
My blog is http://tonyp4idea.blogspot.com.
Retired early from IT and work full-time in investing. Develop strategies to trade. It is my passion to check out why some strategies work and why some only work in certain market conditions.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Ranked #18 overall blogger by TipRanks for 2014.
University of Virginia, class of 2011 B.A. English
I am a young investor focused primarily on dividend growth stocks. Seeking Alpha, and more specifically, the dividend and income community that exists here, has played a significant role in my development as a portfolio manager. I am not a professional, though I do manage my family's finances. I enjoy the process; the research, the decision making, the strategic planning...and not paying a financial adviser to do the work for me. I've built what I believe to be a conservative, diverse, and balanced dividend growth portfolio currently consisting of 48 positions. Thus far, I've been able to meet by goals from income, income growth, and capital appreciation standpoints. I use a wide variety of metrics, both fundamental and technical, when establishing fair value when doing my due diligence on an individual company. All of my methods are discussed in my work here. I hope this work inspires debate, conversation, and education - this is why I write for Seeking Alpha, to give back to the community that has helped me so much and to hopefully contribute, in some way...even if its by posing a question, to the growth of others.
Lastly, I began doing this in early 2015 and I plan on continuing to do so: I donate as much of the earnings that I get from SA on a monthly basis to various charities. Depending on how active I am writing each month, and what sort of side projects I have going on at the farm my wife and I recently purchased, the amount donated each month differs. However, I am pleased to be able to give back - I think its important to stay grounded and gracious when focusing so much on finances and these monthly donations help me not to lose sight of generosity.
*I should note that all articles that I write here are done so for my personal informational/educational purposes only. Any purchases that I make or opinions that I express are not meant as recommendations for anyone else. Please perform your own due diligence before following my lead into or out of a position. I am not a professional. I enjoy investing and the open discussion that articles on this site inspire - this is why I write, not to influence anyone else's decisions, but to enhance my own ability to make sound financial choices. That being said, I wish the best of luck to everyone. May we all meet our own financial goals.
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
Private investor. Bought first stock in 1965. Held on for 20 years, following dad's advice, The Bulldog Philosophy: "Bite on to something that's got some meat to it and hold on until they chain you down, shoot you in the head, and tear it away from you with your teeth still attached to the carcass." Ahem.
Been through it all: the Crash after LBJ called for Guns and Butter & raised taxes & spending; Nixon campaigning to the right and governing to the left (stocks crash); the fear-mongering claims of the late `60s and `70s that the earth was heading into another Ice Age and the whole planet would soon be frozen, and if that didn't get us, exponential population growth would; the Nifty Fifty Crash (the first media/big NY House promoted stock con & ensuing blowout);
the first time the media and the government told us the world was running out of oil and prices spiked and stocks tanked; the Carter Years: 20% interest rates, 70% tax rates, & stagflation; the October `87 Crash; the `80s real estate crash after "tax reform" and the ensuing S&L Blowout along with 2200 lending institutions busting out over the next 7 years;
the fear-mongering claims beginning in the late `80s and continuing today that the planet is heating up to the point of boiling over (seas overflowing; islands disappearing; parts of the US East Coast under water; massive starvation from heated grounds causing soil erosion; coral reefs dying; fish and animals dying; Florida gone!);
Papa Bush's sharp turn to the left: a huge tax increase, the multi-billion-dollar handicap bill that busted thousands of small businesses, and the sex discrimination law, all costing businesses billions and producing the ensuing bad economy and stock turn down (big boon for lawyers, per usual);
the Clinton Administration attacks on every business sector: cigs, pharms, techs, banks, etc.; the Asian Contagion; the Y2-K Con (over $650 billion spent for absolutely nothing according to CNN; never mentioned again by the media or the government; they simply moved on to other scary predictions: Saddam Hussein, e.g.); the March 10, 2000 Dotbomb Explosion and tech blood bath aftermath;
15 years of Greenspan's manic interest rate moves; 9-11; the government forcing lending institutions to create the subprime loan (beginning in the `90s under Clinton) and the ensuing Cash-Credit-Crunch Crash of `08; 5 years of constant threats and attacks against Wall St., investors, Banks, savers, entrepreneurs, all forms of natural earth fuels, and most business sectors by Obama. Still standing.
Not a broker. Never been one. Not a tout. Never been one.
Do not own or run a hedge fund. Never have. Do not own or run a mutual fund. Never have. Do not receive any type of compensation for bullish or bearish statements. Never have. Never will.
Traded futures for four years in the 1980s, mostly index futures, but some commodities. Quit. Too antzy to sit in front of a screen all day. To heck with the money; would rather be broke than bored.
Hate charts. Refuse to read one. Don't send or tell me about them. If you do I'll delete you and them from my life. Must therefore dig through financial records and study ratios and try to figure out whether a company is actually doing what it claims. Some really boring stuff, trust me.
Have no idea at any time which way markets are going. Don't ask me. When someone tries to tout me on market direction, I stick my thumbs in my ears. If you write an article predicting market direction, I'll put you on my inexperienced boob list or my sham-artist list, and will not read you anymore until you mature or turn honest, whichever the case.
Occupation: Never had one. A drunkard by nature. Played golf when a child. Poker when I still had the brain of one.
My First Finite Absolute in Stock Investing: Never, ever buy a stock because an emissary from one of the Big New York Houses or Big National Banks touts it. When they upgrade or tout one, stay far away from not only that company—but that entire sector. If you happen to be invested in that company, take a second look at your investment. For it may be time to flee. The reverse is true when they downgrade one: you might want to take a look at buying it. No exceptions!!
First rule I pass on to young investors: Be humble about your investing and trading abilities, for if you do not, markets will eventually make you so.
Second Rule: Learn from your successful elders. For if they are still standing in the investment world when they are past 55 (and are not mere salesmen or touts or novices) and are still investing, they had to be doing something right—because it is a cruel environment that few survive.
Third Rule: Understand that, as soon as you step onto the investing field, you are dealing with heartless predators who work 24-hours a day to find ways to get your money out of your pockets and into theirs. The only way you can stop them from doing that is to start an account at a conservative brokerage firm that doesn't send you fliers every week telling you how its brilliant employees can make money for you or manage your money for you. Invest your money in companies that have good products, well-established management, good balance sheets, and have proven they can make it through hard times—which are bound to come every few years or so. Put your shares in an account that does not charge you for holding them, and leave them there as long as possible. You're about as safe from predators as you can possibly be, if you follow this rule.
Fourth Rule: Get the idea of making money by trading stocks out of your head. You're not going to be able to do it. If you think you're that good of a trader, trade futures—where you have a tremendous amount of leverage. If you are as good a trader as you think, you can make more money trading futures than you can find a place to put it. Of course, about 98% of futures traders lose money, so don't get your hopes too high on replacing Mexico Slim on the Forbes 400.
Fifth Rule: Invest; don't trade. Invest; don't save.
I help friends and family with their investments—gratis. I'm sorry to say, however, they all have to have jobs.
Formerly Chief Market Strategist at Capital Ladders Advisory Group LLC. After the sale of certain of CLAG's retail and institutional assets in October 2015, I have commenced my latest venture in the CPG industry which is centered on the development and licensing of consumer and commercial technology. https://www.linkedin.com/profile/view?id=AAIAAA3lJ9IBNi1rhhFzRWElkJl4MpyNuIiHglQ&trk=nav_responsive_tab_profile
CooLinX Integrated Technologies develops technologies for the beverage and CPG industry. We are presently effecting licensing agreements with multi-national brands and co-developing products aimed for mass market consumption.
The author has worked in the transportation profession for over eight years of which the previous three have been strictly focused on goods movement and freight. Transports, by James Sands includes extensive research and analysis of publicly traded companies in the U.S. This includes direct comparative peer review among multiple transport industries, and macro and industry key performance indicators, KPIs.
The author has successfully managed a self-developed equity-based portfolio of U.S. public companies prior to the development of Transports, by James Sands. This included an average return of 13% per year over the previous three years for the portfolio, as well as numerous detailed articles covering multiple sectors and industries. Transports by James Sands includes two current portfolios under management.
Transports, by James Sands will provide investors with access to exclusive research and data analysis stemming from the tools generated to evaluate public freight companies. The ultimate goal is to define investment options and recommendations for a wide variety of investors. All subscribers of Seeking Alpha are encouraged to review the Marketplace offering by James Sands for additional information. Feel free to contact the author with any inquiries through the Seeking Alpha message platform.
DISCLAIMER: It should be noted that while the author is providing stock analysis and recommendations based on this analysis, any information disseminated by articles, stock talks, messages, or public chats represent the opinions of the author. The author is not an investment professional, and as such, all readers and subscribers should perform their independent due diligence and/or consult with an investment professional prior to making investment decisions.
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!
Americano: what are we doing? Quote: "It is well enough that people of our American nation do not understand our banking and monetary system, for if they did, I believe there would be a revolution before tomorrow morning."
Disclaimer: My articles and comments do not contain investment recommendations or personal investment advice to any specific person for any particular purpose. Any article or comment is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Do your own research or obtain suitable personal advice. You are responsible for your own investment decisions. Any information I publish is not a recommendation or solicitation to buy or sell securities, nor am I a registered investment advisor. Investing carries risk of loss and is not suitable for all individuals.
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
I am a retired bank executive with a masters/undergraduate degrees in economics/finance from a Tier 1 institution, with a finance designation. I am a full time active investor with a focus on Canadian Small cap stocks.
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.
First, the good stuff. Here's my portfolio ...
Consumer Discretionary: MCD, NKE, SBUX, TGT
Consumer Staples: COST, CVS, GIS, KHC, KO, MO, PEP, PG, PM, RAI, WBA
Energy: CVX, KMI, XOM
Health: ABBV, AMGN, GILD, JNJ, MCK
Industrial: BA, 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 25 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, DE, EMR, GE, GPC, HCP, HSY, IBM, KMB, MKC, NEE, QCP, 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.
I'm a capital projects manager and process design engineer at a large-cap biotech company. I love the financial world because it is like one big puzzle and I hope we the Seeking Alpha Community help each other out to solve the puzzle to help us realize our dreams.
Robert Hauver, MBA, is a Registered Investment Advisor Representative. He publishes The Double Dividend Stock Alert, a monthly investment newsletter that features the best dividend stocks and option selling strategies for income investors.
TipRanks rates DoubleDividendStocks in the Top 10 of all financial bloggers.
The https://www.DoubleDividendStocks.com website also features High Dividend Stocks By Sector Tables, and Covered Calls & Cash Secured Puts Tables, a Dividend Stocks blog, and a a Stock Market News & Data page. 845-225-4094
I have a strong interest in the oil and gas industry, especially in Canada. I also tend to take a contrarian view point, and believe in investing heavily during crashes. I consider my investing style to be a disciplined value investor, and try and take the Buffet/Graham approach to investing in predictable and easily understood businesses.
Chief Investment Officer, Stanford Wealth Management. Retired senior exec of Charles Schwab. 36 years active and reserve military service -- 6 in special operations, 30 in the intelligence community. Geopolitical analyst.
Author -- investment book Bringing Home the Gold.
Editor -- The Investor’s Edge®. In the 16 years from inception through year-end 2015, the Investor’s Edge® Growth & Value Portfolio increased in value from $250,000 to $1,038,453. That same $250,000 invested in the S&P 500 rose to just $422,905. (Past results are no guarantee of future performance; maybe those 16 years were pure luck.)
Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
If you have a $500,000 portfolio ($250,000 for solely mutual funds & ETFs) you may contact me for a no-obligation "second opinion." firstname.lastname@example.org.