Paul Wagner is a seasoned stock investor with a long background in financial analysis and portfolio management. His career in credit and financial analysis began in 1967 at Dun & Bradstreet while he was still attending North Park College in Chicago. After a stint in the U.S. Army he began a 25-year career with Heller Financial, a premier secured lender to middle market companies. In 1997, he left his position there as the senior credit executive of Heller's Current Asset Management Group to create and manage his own portfolios of public securities. He has written several articles for Seeking Alpha and in 2012 authored a short book on investing fundamentals for newer stock investors. Paul's book is available here.
Connor McMahon (actively looking for work opportunities, resume linked on website) has a bachelors degree in business from the University of Saint Thomas ('07), an MBA from Texas Tech University ('11), and is a current doctoral candidate in strategic management. He is currently freelance retail/financial analyst.
Additionally, he is a disenfranchised baby-boomer trapped in a millennial body. Interests include international retail industry analysis, particularly brick and mortar, advanced quantitative statistical methods, and all things 80's.
He is also desperately seeking writing, analysis, contract, and long term employment positions in this sorry excuse for an economy. If anyone has any opportunities available, I'm VERY amenable.
“The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane.” -Marcus Aurelius, Meditations
"The lack of money is the root of all evil." -Mark Twain
"Find what you love and let it kill you." -Charles Bukowski
Retired since March 2013 except for brief stint in a temporary job. Social Security began in Sept 2015 at age 70. RMD began in 2016. Wife has collected SS on my account for a couple of years (file & suspend strategy). Most assets (some tax-deferred, some taxable) managed by Fidelity Portfolio Advisory Service. Remainder managed by myself.
Degrees in Chemical and Nuclear Engineering. Naval Officer on nuclear submarine. Commercial engineering experience. MBA following collapse of nuclear industry in late 70's. Cost control and cost accounting experience since then including 1 1/2 years of consulting.
Interests are analytical evaluation of portfolio performance and projections/predictions.
DIY Investor using Mutual Funds, ETFs, Corporate Bonds / Bond Ladders, stocks of Dividend Growth companies.
Portfolio - T, MO, AEP, CLX, ED, DUK, GIS, KMB, KO, KHC, LEG, PM, PEP, PG, SO, VZ, JNJ, VWELX, VWINX, VGHCX, VDIGX, SPHD, Individual Corporate Bonds (Laddered). 67% stocks, 33% Cash & Bonds - starting allocation for 2016. Collecting SS. Staying conservative. If you look at this and see anything that could be improved, replaced, swapped... Let me know.
Baby Boomers with modest nest egg who got tired of watching our low yielding mutual funds lose money and decided to take over managing our portfolio in 2009. In 2013, after reading a number of investing books and countless articles on SA, we decided DGI gave us to best chance at meeting our goals with reasonable risk. Goals: retire by 2022 (2023 at latest) with a minimum of 12k/yr (1k/mo) in dividends to supplement pension and SS. Challenges: Modest initial capital and income (under 45k) limits Roth contributions, relatively new to investing on my own (late 2009), new to DGI (2013). Limited time and money may prevent me from reaching much past my minimum goals. 12k/yr may not be enough to make a significant enough difference depending on medical insurance costs. Strategy: DGI, take divs in cash and invest in best possible opportunity, contribute as much as possible to our Roths until retirement. Minimum IY of 3%. Try to apply Chowder rule to all new investments. I occasionally employ cash secured puts or covered calls when entering or exiting a position. Progress: Began transitioning to DGI mid-2013. Portfolio yields about 7.5k/yr as of early 2015. I have a much better grasp of what and how I can reach my goals. I had reached the 12k/yr goal in 2014, but only by using a high yielding CEF with a large portion of the portfolio. That CEF announced a 50% cut to distribution and the position was closed with a nice gain. I have since redeployed those funds into DG stocks albeit at a lower yield. Progress to 1k/mo goal: 72%
Born and raised in a small mid-western town. Taught the value of saving and investing though funds were initially limited. Consolidated & converted index portfolios to DGI over the last couple of years. Income is ~50% of required balance to achieve FI, with less than a decade to early retirement. Hope to continue to learn and deploy ideas learned from SA authors.