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 .
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.
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. Ares Commercial Real Estate Corp. (ACRE)
27. AmeriGas Partners (APU)
28. Ciner Resources (CINR)
29. Care Capital Properties (CCP)
30. Genesis Energy Partners (GEL)
31. Landmark Infrastructure Partners (LMRK)
32. Blackstone Minerals (BSM)
33. Omega Healthcare Investors (OHI)
34. Tallgrass Energy Partners (TEP)
35. Xenia Hotels & Resorts (XHR)
36. Holly Energy Partners (HEP)
37. City Office REIT (CIO)
38. Gaming and Leisure Properties (GLPI)
39. Pattern Energy Group (PEGI)
40. Sunoco Logistics Partners (SXL)
41. Sabra Healthcare REIT (SBRA)
42. Community Healthcare Trust (CHCT)
43. Main street Capital (MAIN)
44. LaSalle Hotel Properties (LHO)
45. Energy Transfer Equity (ETE)
46. Chatham Lodging Trust (CLDT)
47. Chesapeake Lodging Trust (CHSP)
48. Macquarie Infrastructure Corp. (MIC)
49. MPLX (MPLX)
50. Medical Properties Trust (MPW)
51. Apple Hospitality REIT (APLE)
52. 8Point3 Energy Partners (CAFD)
53. Brookfield Renewable Partners (BEP)
54. Stag Industrial (STAG)
55. NRG Yield (NYLD)
56. InfraREIT (HIFR)
57. Armada Hoffler Properties (AHH)
58. Spirit Realty Capital (SRC)
59. HollyFrontier Corp. (HFC)
60. Hannon Armstrong Sustainable Infrastructure Capital (HASI)
61. Ford (F)
62. GM (GM)
63. Brookfield Property Partners (BPY)
64. W.P Carey (WPC)
65. Preferred Apartment Communities (APTS)
66. Hersha Hospitality Trust (HT)
67. RLJ Hospitality Trust (RLJ)
68. Enterprise Products Partners (EPD)
69. Pebblebrook Hotel Trust (PEB)
70. Brookfield Infrastructure Partners (BIP)
71. Iron Mountain (IRM)
72. National Health Investors (NHI)
73. EPR Properties (EPR)
74. Spectra Energy Corp. (SE)
75. Lazard Ltd. (LAZ)
76. Maiden Holdings (MHLD)
77. Invesco (IVZ)
78. Wells Fargo (WFC)
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
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
Investment professional and CFA charterholder. I write on Seeking Alpha as a personal hobby and to elicit feedback on specific ideas and topics, help organize my thinking, and connect with intelligent people.
-I have been investing since the fall of 2008 and invested through one of the most difficult investing periods in history and know the importance of dividend growth and stability during those times as well as during the good times. I started writing for Seeking Alpha a little over three years ago and I have been successful with the companies I write about, which is shown by my high TipRanks success rate (Link Below). https://www.tipranks.com/bloggers/brad-kenagy
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
Founder of "The Contrarian", a premium research service, featuring the "Bet The Farm" Portfolio. Actively investing since 1995, I have soared like an eagle, and been unmercifully humbled by the markets. Achieved positive returns in 2008, and turned an account with $60,310 on 1/1/2009 into an account with $3,177,937 on 11/30/2009. My best years have been 1995-2003, 2008-2012, and 2016-????. My worst years were 2013-2015. I believe inflation is coming, and we are at an inflection point in the markets.
Twenty year career as an investment analyst, investor, portfolio manager, consultant, and writer. Founder of Koldus Contrarian Investments, Ltd, which was incorporated in the spring of 2009. Dyed in the wool contrarian investor, who has learned, the hard way, that a good contrarian is only contrarian 20% of the time, but being right at key inflection points is the key to meaningful wealth creation in the markets. I believe we are near a meaningful inflection point, perhaps the biggest one yet, for the third time in the past 15 years.
Historically, I have had huge wins and impressive losses based on a concentrated, contrarian strategy. Trying to keep the good while filtering out the bad.
Seeking to run an all weather portfolio with minimal volatility and index overlays to capture my strategic and tactical recommendations along with a concentrated best ideas portfolio, which is my bread and butter, but the volatility only makes it suitable for a small piece of an investor's overall portfolio. The following are a couple of my favorite investment quotes.
"Life and investing are long ballgames." Julian Robertson
"A diamond is a chunk of coal that is made good under pressure."
"Knowledge is limited. Imagination encircles the world." Albert Einstein
I’ve been on top of the world, and the world has been on top of me. I have learned to enjoy the perspective from each view, and use opportunities to persistently acquire knowledge, and enjoy the company of those around me, especially loved ones, family, and friends.
At heart, I am a market historian with an unrivaled passion for the capital markets. I have had a long history and specialization with concentrated positions and options trading. Made money in 2008 with a net long portfolio, deploying capital in some of the market's darkest hours into long positions including purchases of American Express, Atlas Energy, Crosstex, First Industrial Real Estate, General Growth Properties, Genworth, Macquarie Infrastructure, Ruth Chris Steakhouse, and Vornado near their lows. Shorting, hedging, and option strategies also helped me in 2007 and 2009, and these are skills that I have developed ever since I started trading heavily in 1996.I enjoy reading, accumulating knowledge, and putting this knowledge to work in the active capital markets, learning lessons along the way.To this day, I continue to learn, and some of these learning lessons have been excruciatingly difficult ones, especially over the past several years, as I made mistakes allocating capital, including a sizable portion of my own capital (I always invest alongside my clients), to commodity related stocks. While all commodity related stocks have struggled since April of 2011, coal companies, which attracted me due to their extremely cheap valuations, and out-of-favor status (I am a strong believer in behavioral finance alongside fundamentals and technicals) have been the worst investing mistake of my career. The focus on the commodity arena has been the biggest mistake of my investment career thus far, yet in its aftermath, I see tremendous opportunity, even larger in scope than the fortuitous 2008/2009 environment.The capital that I accumulated and the confidence gained in navigating the treacherous investment waters of 2008 gave me the confidence to launch my own investment firm in the spring of 2009, right before the ultimate lows in the stock market. At the time I was working as a senior analyst at one of the largest RIA's in the country, and I felt strongly that the market environment was the best time since 1974/1975 to start an investment firm.
Prior to starting my firm, I was a senior analyst for three different firms over approximately 10 years (Charles Schwab, Redwood, Oxford), moving up in responsibility and scope at each stop along my journey. Since I was a paperboy, I have always had an interest in the investment markets. I love researching and finding opportunities. I am a Chartered Financial Analyst, CFA, as well as a Chartered Alternative Investment Analyst, CAIA. After starting in the teaching program at Ball State University, I switched to a career in finance when I turned a small student loan into a substantial amount of capital. I graduated summa cum laude with a degree in finance from Ball State.
Full disclosure, I am not currently a registered investment advisor, though I did serve in this capacity from 2009-2014, while owning Koldus Contrarian Investments, Ltd. Additionally, I held various securities licenses from 2000-2014, without a single complaint filed, and I continue to hold industry designations. At the end of 2014, I voluntarily let my state registration expire, as I transitioned the business to a different structure. Prior to this, I had passed, and held, various securities exams and licenses, including the Series 7, Series 63, and Series 65 exams, in addition to others, alongside my CFA and CAIA designations. Unfortunately, I did not file the proper paperwork to withdraw my state registration, and I did not disclose a personal arrangement, and subsequent civil case, between myself and a former close personal friend and client, that was initiated in 2011. I was unaware that I was required to disclose these items, and my securities attorney, at the time, did not advise me to do so. Previously, I had managed a portfolio for this gentleman, and we had taken an investment of approximately $7 million in 2009, and grown it to over $25 million at the beginning of 2012. After a difficult year of performance, an employee of the firm I owned, and friend, resigned in early 2013, and took the aforementioned client to a competing firm. As a result of not filing the proper paperwork, I agreed to a settlement, with a potential $2500 fine in the future, depending on if I choose to reapply to be a non-exempt advisor.
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
After 8/28/16, I will be writing no more than 4 Instablogs per year. Those blogs will be published in March, June, September and December.
Those blogs will concentrate on matters relating to portfolio positioning.
I will be posting substantive comments to my last published Instablog.
I have not used, nor will I even contemplate using SA's Instablog service as free advertising to sell a subscription service.
I have never received any compensation for the posts published at my blog website or here at SeekingAlpha. I am simply passing on what I have learned as an investor over 4+ decades free of charge. In all of my 2000+ posts since early October 2008, the primary purpose was to provide a framework for rational and fact based investment decision making that will hopefully reduce the number of errors made. That goal has been accomplished for the very few investors who have some interest in receiving it.
My most basic investment strategy is to focus on income generating securities and then to invest the cash flow into more of the same, creating a compounding impact over a long period of time. I will invest in securities throughout the capital structure on a worldwide basis. I am now and have always been a cautious total return investor (income + capital appreciation). A focus on income generation simply means that income generation through interest or dividend payments is an important part of my total return objective. I am no longer in an asset accumulation mode. Capital preservation is more important than capital appreciation. Income generation is only one aspect of an objective evaluation of potential rewards balanced against potential risks. After several decades of "turtle" investing, which sometimes requires me to pull my head back into the shell and to cease foraging in stock land (e.g. 1999), I am now admittedly absurdly diversified due largely to one of my risk management techniques that limits my monetary exposure to the securities of a single company. My monetary exposure is largely dictated by a balancing of potential risks and rewards taking into consideration income generation and potential for capital appreciation. As a risk control trading technique and in furtherance of my capital preservation emphasis, I will frequently use the natural volatility of a security to gradually build up a position, selling the highest cost shares on price spikes and buying back those shares when the purchase is lower than my average cost per share usually by more than 5%. The general idea is to lower my average cost per share over time with tax efficient share dispositions, thereby increasing my dividend yield for the remaining shares. I have also been a practitioner of dynamic or tactical asset allocation that will be driven by my big picture views, including my Vix Asset Allocation Model, as well as my opinions about the relative risks and opportunities of various asset classes. I was born in 1951, and started to invest in stocks when I was 16. I am not a financial advisor, but simply an individual investor who has been managing my own money for my adult life starting when I was a teenager. All of my brokerage accounts are cash accounts. I have never bought stock on margin. I have not added money to any of these accounts since 1984 and have used those accounts to fund my annual IRA contributions. I started my web site, Stocks & Politics, in October 2008 to do whatever I can to help individuals become better investors, which requires a lot of hard work and effort. After over 2000+ blogs, mostly long ones, I came to a realization that my time consuming and laborious efforts have been mostly futile and have been rewarded at best with faint praise. I will no longer be posting there. I would still emphasize that it is important for individuals to become as knowledgeable as possible before making any decision, with every individual taking full responsibility for their investment decisions and to prepare accordingly, which is what I try to do. The Twitter Generation will need IMO far greater investment skills than previous generations given what I now perceived about future U.S. economic conditions.
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 25 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
Downtown Investment Advisory (DIA) is a Registered Investment Advisory firm based in New York that provides customized investment advisory services to individuals, charitable institutions and retirement plans. DIA currently has over $40 million under management. DIA specializes in creating custom fixed income portfolios with a core of individually selected bonds that we recommend be held to maturity. Other income assets, such as preferred stock and exchange traded debt, are also used to diversify an income portfolio. Depending on the needs and risk profile of clients, fixed income portfolios can target yields ranging from 3%-9% per annum.
DIA is licensed according to required securities regulations. DIA utilizes the services of both Charles Schwab and Interactive Brokers as a third party custodian. Clients of DIA will open and control an account at the third party custodian in their own name, and DIA nevers takes custody of client accounts.
DIA's investment manager, Salo Aizenberg, a graduate of Columbia Business School with an MBA in Finance, is a highly experienced finance and investment professional with 20 years of active investing in fixed income, equity, and alternative investments, having managed institutional portfolios exceeding $500 million.
Important disclaimer language for all articles published on Seeking Alpha, including premium Newsletter articles:
All articles published by DIA are intended as an information source for investors capable of making their own investment decisions. However, this information is not intended to be used as the sole basis of any investment decisions, nor should it be construed as advice designed to meet the investment needs of any particular investor. High Yield bonds are not suitable for many investors and by definition are not Investment Grade bonds and therefore carry a much higher level of risk. High Yield bonds are subject to various risks including interest rate risk, credit risk, and market risk which could result in the total loss of the investment. Past performance is no guarantee of future results. We encourage readers to consult with independent financial advisors with respect to any investment in any security mentioned. The information upon which all articles are based is obtained from sources believed to be reliable, but has not been independently verified. Therefore, DIA cannot guarantee its accuracy. Information regarding a company or security may be obsolete by the time it is published on Seeking Alpha and investors must therefore independently verify updated information regarding a company or investment. Any opinions or estimates constitute the author's best judgment as of the date of publication, and are subject to change without notice. Despite best efforts to provide quality investment information to our readers, DIA does not accept any liability or responsibility for any loss resulting from investment decisions based on information in any article. Note that DIA does not get paid or receive compensation of any kind by any company or any third party for discussing a particular company or investment in any article.
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.
Retired at age 60, currently age 62. Living off pensions and social security. I will not draw on dividends before 2017. Portfolio positions as of 28 Sept 2016. Portfolio yield 3.62%.
The stock performance for each stock was extracted from FastGraphs on the day that I filed by Proxy Vote or when the stock was added to my portfolio which ever was sooner. Depending when the person bought the stock their stock, the Personal Rate of Return (PRR) would be different. For example a stock with low 2 year price return could actually have a much higher PRR.
Symbol : Yield % : 5 yr price perf : 2 yr price perf : Rating : % Portfolio
AAPL : 2.1300 : 18.50% : 24.6% : AA+ : 0.80%
ABBV : 3.5300 : 22.90% : 12.48% : A : 1.14%
ABC : 1.5800 : 23.59% : 22.82% : A- : 0.15%
ABT : 2.4000 : 10.45% : 8.85% : A+ : 0.59%
ACN : 1.9200 : 15.87% : 13.57% : A+ : 0.17%
ADP : 2.3700 : 12.81% : 3.52% : AA : 0.19%
AEP : 3.4400 : 15.80% : 15.45% : BBB : 0.45%
AFL : 2.2300 : 7.24% : 6.04% : A- : 0.28%
AGN : 0.0000 : 32.09% : 5.34% : BBB- : 0.14%
AHGP : 8.7500 : -6.63% : -35.24% : NA : 0.40%
AINV : 12.1600 : -0.80% : -8.40% : BBB- : 0.17%
AMGN : 2.3300 : 26.22% : 16.65% : A : 0.21%
AMP : 3.0300 : 12.80% : -2.60% : A : 0.17%
AMZN : 0.0000 : 27.68% : 34.58% : AA- : 0.57%
ANTM : 2.0900 : 17.22% : 22.84% : A : 0.17%
AOS : 0.9900 : 29.64% : 31.79% : NR : 0.21%
APD : 2.2100 : 11.10% : 9.40% : A : 0.18%
APU : 8.1500 : 0.36% : -2.08% : NR : 0.43%
ARCC : 9.4400 : 4.98% : 2.63% : BBB : 0.26%
ARLP : 8.4100 : -6.88% : -34.26% : NA : 0.39%
AVA : 3.3200 : 14.45% : 16.98% : BBB : 0.56%
AVGO : 1.1300 : 36.46% : 57.16% : NR : 0.33%
AVY : 2.1200 : 23.60% : 29.20% : BBB : 0.17%
AWK : 1.9900 : 21.43% : 25.01% : A : 0.16%
AZO : 0.0000 : 24.83% : 55.01% : BBB : 0.23%
BA : 3.2800 : 14.06% : 3.28% : A : 0.31%
BABA : 0.0000 : xxxxxx : -3.10% : A+ : 0.09%
BAC : 1.8900 : -1.07% : -11.90% : BBB+ : 0.18%
BAX : 1.1000 : xxxxxx : 38.60% : A- : 0.18%
BBL : 5.6100 : -20.47% : -40.82% : A+ : 0.20%
BCE : 4.3800 : 9.20% : 7.70% : BBB+ : 0.27%
BCR : 0.4700 : 15.87% : 17.69% : A : 0.18%
BDX : 1.4900 : 13.13% : 17.17% : BBB+ : 0.25%
BERY : 0.0000 : 34.60% : 33.30% : BB- : 0.18%
BFB : 1.3300 : 15.90% : 4.40% : NR : 0.24%
BGS : 3.5300 : 18.60% : 23.90% : BB- : 0.17%
BIG : 1.6400 : 10.10% : 8.20% : BBB : 0.16%
BIIB : 0.0000 : 30.16% : -4.16% : A- : 0.14%
BIP : 4.8800 : 14.72% : 1.96% : BBB+ : 1.16%
BLK : 2.4500 : 20.0% : 8.6% : AA- : 0.18%
BMO : 3.9500 : 2.55% : -3.58% : A+ : 0.21%
BMY : 2.5900 : 23.80% : 18.51% : A+ : 0.51%
BNS : 4.1800 : -2.04% : -12.10% : A+ : 0.19%
BP : 6.9500 : -7.25% : -18.27% : A : 0.38%
BPL : 6.9500 : 6.70% : 0.90% : BBB- : 0.27%
BRKB : 0.0000 : 11.65% : 7.88% : AA : 0.43%
BSX : 0.0000 : 27.10% : 36.40% : BBB- : 0.17%
BUD : 3.1700 : 19.95% : 13.39% : A- : 0.19%
BURL : 0.0000 : 36.14% : 38.23% : BB- : 0.17%
BWLD : 0.0000 : 20.66% : -2.70% : NA : 0.09%
C : 1.3500 : 0.20% : -1.70% : BBB+ : 0.17%
CAH : 2.2500 : 19.00% : 7.10% : A- : 0.17%
CB : 2.1700 : 14.30% : 11.40% : A : 0.18%
CBRL : 2.9400 : 25.19% : 24.32% : NA : 0.17%
CCE : 3.1000 : 14.90% : 9.70% : BBB+ : 0.18%
CELG : 0.0000 : 27.70% : 17.00% : BBB+ : 0.15%
*CEQP : 11.4000 : xxxxxx : -54.30% : NA : 0.03%
CERN : 0.0000 : 14.00% : 7.90% : NA : 0.09%
CHD : 1.4200 : 19.60% : 19.30% : BBB+ : 0.26%
CHTR : 0.0000 : 28.40% : 17.60% : NA : 0.18%
CIM : 11.7400 : 4.00% : 9.90% : NA : 0.49%
CINF : 2.4800 : 17.21% : 17.92% : BBB+ : 0.18%
CL : 2.0900 : 13.25% : 5.21% : AA- : 0.76%
*CLMT : 0.0000 : 4.98% : -9.14% : B+ : 0.07%
CLX : 2.4300 : 17.54% : 23.68% : BBB+ : 0.51%
CMCSA : 1.6800 : 21.33% : 11.92% : A- : 0.19%
CMG : 0.0000 : 10.07% : -11.39% : NA : 0.16%
CNC : 0.0000 : 35.01% : 43.29% : BB : 0.17%
COP : 2.3600 : -4.80% : -21.40% : A- : 0.07%
COR : 2.7000 : 36.90% : 53.75% : NA : 0.19%
COST : 1.1000 : 17.35% : 18.07% : A+ : 0.18%
CRM : 0.0000 : 16.90% : 25.60% : NA : 0.17%
CSCO : 3.2900 : 5.57% : 9.93% : AA- : 0.18%
CSL : 1.3400 : 17.30% : 11.30% : BBB : 0.17%
CTAS : 0.9000 : 28.90% : 34.90% : BBB+ : 0.18%
CTSH : 0.0000 : 8.10% : 12.90% : NR : 0.18%
CVS : 1.8300 : 25.04% : 17.04% : BBB+ : 0.15%
CVX : 4.1900 : 2.46% : -3.37% : AA : 0.97%
D : 3.7000 : 13.00% : 19.10% : BBB+ : 0.16%
DEO : 2.9600 : 10.00% : 0.60% : A- : 0.06%
DG : 1.2900 : 21.08% : 21.25% : BBB : 0.15%
DHR : 0.7800 : 13.34% : 13.55% : A : 0.14%
DIS : 1.5000 : 22.21% : 19.32% : A : 0.17%
DLPH : 1.6400 : 35.08% : 6.88% : BBB : 0.16%
DLR : 3.5000 : 11.76% : 31.37% : BBB : 0.19%
DLTR : 0.0000 : 23.30% : 30.50% : BB+ : 0.21%
DPM : 9.2300 : 3.01% : -11.43% : BB : 0.28%
DPS : 2.2700 : 20.24% : 27.78% : BBB+ : 0.76%
DRE : 2.5600 : 12.28% : 16.54% : BBB : 0.23%
DUK : 4.2500 : 12.50% : 12.70% : A- : 0.06%
DX : 11.4100 : 3.62% : -1.28% : NR : 0.31%
DY : 0.0000 : 30.14% : 43.01% : BB : 0.17%
EA : 0.0000 : 24.20% : 42.60% : BBB- : 0.17%
ED : 3.5600 : 10.56% : 16.59% : A- : 0.23%
EEP : 9.9700 : 0.67% : -5.48% : BBB : 0.30%
EPD : 6.0200 : 7.44% : -9.87% : BBB+ : 0.40%
ESRX : 0.0000 : 5.68% : -1.00% : BBB+ : 0.14%
ETE : 6.2700 : 8.60% : -22.67% : BB : 0.51%
ETP : 10.5300 : -2.21% : -18.34% : BBB- : 0.31%
EW : 0.0000 : 18.80% : 44.30% : BBB- : 0.17%
EXPE : 0.9500 : 18.72% : 20.52% : BBB- : 0.16%
EXR : 3.8700 : 36.50% : 36.20% : NR : 0.15%
FB : 0.0000 : 38.80% : 31.80% : NR : 0.59%
FBHS : 1.0000 : 40.63% : 15.67% : BBB : 0.17%
FDX : 0.9700 : 16.60% : 6.50% : BBB : 0.18%
FIVE : 0.0000 : 12.00% : 12.30% : NA : 0.16%
FL : 1.6600 : 26.42% : 14.76% : BB+ : 0.16%
FLO : 4.2000 : 11.46% : -4.11% : BBB : 0.16%
GAIN : 8.1300 : 8.20% : 8.50% : NA : 0.26%
GD : 1.9900 : 14.17% : 14.29% : A+ : 0.17%
GE : 2.9300 : 11.65% : 12.26% : AA+ : 1.17%
GILD : 2.4100 : 36.79% : 20.26% : A : 0.47%
GIS : 1.6400 : 18.90% : 15.10% : AAA : 0.84%
GLP : 12.2900 : -0.39% : -25.64% : B+ : 0.20%
GNTX : 2.0000 : 8.40% : 12.10% : NA : 0.15%
GOOGL : 0.0000 : 21.30% : 15.70% : NA : 0.60%
GPC : 2.5000 : 14.74% : 7.87% : NA : 0.17%
HAIN : 0.0000 : 22.70% : -10.97% : NA : 0.22%
HBI : 1.6200 : 30.60% : 4.80% : BB : 0.17%
HCA : 0.0000 : 23.10% : 8.70% : NA : 0.17%
HCN : 4.4700 : 9.78% : 11.85% : BBB : 0.18%
HD : 2.0400 : 30.78% : 31.90% : A : 0.48%
HEP : 7.2400 : 6.24% : 1.43% : BB : 0.38%
HFC : 5.1200 : 11.64% : -9.31% : BBB- : 0.10%
HII : 1.2000 : 34.40% : 26.40% : BB+ : 0.17%
HOLX : 0.0000 : 9.36% : 26.65% : BB : 0.17%
HON : 2.0300 : 14.00% : 6.12% : A : 0.19%
HP : 4.4700 : -1.08% : -23.03% : BBB+ : 0.17%
HRL : 1.5100 : 27.47% : 35.15% : A : 0.18%
HRS : 2.2900 : 15.51% : 14.05% : BBB- : 0.17%
HSY : 2.2100 : 15.70% : 12.70% : A : 0.17%
ICLR : 0.0000 : 23.30% : 19.30% : BBB- : 0.17%
INGN : 0.0000 : xxxxxx : 62.662 : NA : 0.18%
INTC : 2.9300 : 12.43% : 15.18% : A+ : 0.65%
ISRG : 0.0000 : 11.40% : 22.50% : NA : 0.16%
ITW : 2.1600 : 15.90% : 15.16% : A+ : 0.28%
JCI : 2.5500 : 16.00% : -1.20% : BBB+ : 0.17%
JNJ : 2.6700 : 16.26% : 10.03% : AAA : 1.24%
KHC : 2.7100 : xxxxxx : xxxxxx : BBB- : 0.91%
KKR : 5.6100 : 6.83% : -15.73% : A : 0.12%
KMB : 2.8600 : 17.57% : 11.88% : A : 1.10%
KMI : 2.3000 : -2.35% : -17.60% : BBB- : 0.82%
KO : 3.2200 : 8.22% : 9.19% : AA : 0.56%
KR : 1.4800 : 24.10% : 23.30% : BBB : 0.17%
LB : 3.1200 : 20.91% : 20.15% : BB+ : 0.18%
LEA : 1.0400 : 18.72% : 16.42% : BBB- : 0.17%
LEG : 2.6000 : 16.77% : 23.28% : BBB+ : 0.17%
LKQ : 0.0000 : 22.67% : 13.01% : BB : 0.18%
LLY : 2.6000 : 19.70% : 17.10% : AA- : 0.65%
LMT : 2.7000 : 25.31% : 20.36% : BBB+ : 0.64%
LNT : 3.0700 : 15.01% : 13.35% : A- : 0.16%
LOW : 1.8100 : 24.46% : 25.51% : A- : 0.24%
LXP : 6.3600 : 4.90% : 3.09% : BB+ : 0.43%
LYB : 4.0900 : 17.80% : -7.70% : BBB+ : 0.17%
MA : 0.7900 : 28.30% : 14.30% : A : 0.22%
MAIN : 6.4400 : 16.82% : 4.03% : BBB : 1.28%
MANH : 0.0000 : 46.39% : 27.39% : NA : 0.16%
MBLY : 0.0000 : xxxxxxxx : 6.50% : NA : 0.17%
MCD : 3.0800 : 13.40% : 16.83% : BBB+ : 0.82%
MCK : 0.6100 : 18.00% : 0.90% : BBB+ : 0.16%
MDLZ : 1.7700 : 6.95% : 13.94% : BBB : 0.37%
MDT : 1.8500 : 15.90% : 13.05% : A : 0.27%
MFA : 10.4600 : 6.40% : 4.91% : NA : 0.35%
MHK : 0.0000 : 25.90% : 19.47% : BBB : 0.18%
MHLD : 4.0300 : 14.59% : 5.27% : BBB- : 0.19%
MKC : 1.6800 : 15.60% : 16.76% : A- : 0.37%
MMM : 2.4600 : 14.32% : 13.68% : AA- : 0.52%
MMP : 4.6700 : 23.29% : 5.26% : BBB+ : 1.06%
MNST : 0.0000 : 35.60% : 50.30% : NA : 0.29%
MO : 3.6900 : 21.53% : 30.33% : A- : 4.09%
MPWR : 1.0500 : 35.40% : 28.50% : NA : 0.18%
MRK : 2.9200 : 14.47% : 3.08% : AA : 0.19%
MSEX : 2.2500 : 16.60% : 29.70% : A : 0.15%
MSFT : 2.4800 : 15.88% : 21.04% : AAA : 0.46%
*MVO : 7.4700 : -13.48% : -41.02% : NA : 0.06%
MXIM : 3.2300 : 14.60% : 20.40% : BBB+ : 0.17%
NDSN : 1.0800 : 13.30% : 11.50% : NA : 0.17%
NEE : 2.8400 : 17.87% : 11.32% : A- : 0.27%
NHI : 4.4600 : 11.19% : 10.16% : NR : 0.41%
NKE : 1.0900 : 22.40% : 25.30% : AA- : 0.17%
NNN : 3.6200 : 14.65% : 17.07% : BBB+ : 0.40%
NOC : 1.6900 : 28.04% : 30.17% : BBB+ : 0.39%
NS : 9.1300 : -2.49% : -1.08% : BB+ : 0.20%
NUE : 3.0300 : 4.32% : 1.97% : A- : 0.29%
NVO : 2.0400 : 18.44% : 11.38% : AA- : 0.15%
NWBI : 3.9000 : 6.90% : 8.90% : NA : 0.18%
NXPI : 0.0000 : 24.25% : 25.61% : NA : 0.25%
O : 3.6400 : 14.66% : 24.35% : BBB+ : 1.12%
OHI : 6.5900 : 13.60% : 4.70% : BBB- : 1.08%
OKE : 5.1900 : 6.05% : -31.20% : BB+ : 0.19%
OKS : 7.9700 : -0.49% : -22.65% : BBB : 0.61%
ORLY : 0.0000 : 35.75% : 33.68% : BBB+ : 0.27%
OXY : 3.9000 : -3.45% : -7.77% : A : 0.20%
OZRK : 1.6500 : 25.80% : 9.90% : NA : 0.17%
PAA : 9.7700 : 2.17% : -26.15% : BBB+ : 0.43%
PANW : 0.0000 : 24.90% : 29.00% : NA : 0.17%
PAYX : 3.0300 : 11.41% : 10.42% : NA : 0.17%
PCLN : 0.0000 : 17.70% : 3.80% : BBB+ : 0.19%
PEP : 2.7900 : 12.05% : 13.33% : A : 0.62%
PF : 2.2400 : 27.10% : 23.07% : BB- : 0.17%
PFE : 3.4200 : 13.30% : 4.98% : AA : 0.27%
PG : 3.0300 : 9.30% : 5.50% : AA- : 0.74%
PHK : 12.4200 : 1.61% : -9.95% : NA : 0.34%
PM : 4.0700 : 5.86% : 12.76% : A : 1.43%
PNNT : 14.2000 : -0.77% : -14.84% : BBB- : 0.37%
PPG : 1.4900 : 19.06% : 4.49% : BBB : 0.16%
PRGO : 0.6300 : 4.45% : -19.65% : BBB- : 0.16%
PSA : 3.1900 : 19.20% : 23.70% : NA : 0.15%
PSEC : 11.8100 : 2.60% : -8.47% : BBB- : 0.68%
PSX : 3.1900 : 29.23% : 9.16% : BBB+ : 0.21%
PTY : 10.5300 : 0.07% : -4.68% : NA : 0.18%
PYPL : 0.0000 : xxxxxx : 28.90% : BBB : 0.15%
RAI : 3.6800 : 24.59% : 36.25% : BBB- : 4.15%
RDSA : 7.5600 : -2.30% : -13.80% : A+ : 0.19%
REGN : 0.0000 : 45.40% : 14.60% : NA : 0.17%
RH : 0.0000 : 9.57% : -28.75% : NA : 0.13%
ROP : 0.6700 : 15.90% : 13.50% : BBB : 0.18%
ROST : 0.8600 : 26.79% : 26.65% : A- : 0.41%
RSG : 2.5200 : 10.97% : 18.05% : BBB+ : 0.16%
RSO : 12.6200 : 1.50% : -10.00% : NA : 0.16%
RTN : 2.0700 : 24.00% : 19.60% : A : 0.24%
RY : 4.0600 : 2.64% : -6.67% : AA- : 0.28%
SABR : 1.8600 : 26.00% : 4.10% : NA : 0.17%
SAM : 0.0000 : 11.32% : -18.77% : NA : 0.18%
SAN : 3.8800 : -9.81% : -24.95% : A- : 0.12%
*SBR : 5.6600 : -7.02% : -23.96% : NA : 0.17%
SBUX : 1.4100 : 30.68% : 28.63% : A- : 0.27%
SCG : 3.2300 : 14.64% : 18.37% : BBB+ : 0.34%
SE : 4.5300 : 6.37% : -4.46% : BBB : 0.35%
SEP : 5.7700 : 10.58% : 5.19% : BBB : 0.31%
SFL : 11.7800 : 8.20% : 2.20% : NR : 0.16%
SHW : 1.1700 : 25.72% : 19.33% : A : 0.17%
SJM : 2.1200 : 16.30% : 20.90% : BBB : 0.34%
SKX : 0.0000 : 37.90% : 52.10% : NR : 0.13%
SLB : 2.4600 : 2.60% : -11.90% : AA- : 0.17%
SNA : 1.5700 : 21.80% : 16.00% : A- : 0.17%
SO : 4.3600 : 9.21% : 10.10% : A- : 0.42%
SPH : 10.5400 : -6.24% : -16.92% : BB- : 0.24%
SQ : 0.0000 : xxxxxx : 17.67% : NR : 0.14%
SRE : 2.8800 : 16.50% : 5.20% : BBB+ : 0.16%
STZ : 0.9600 : 47.00% : 34.20% : BB+ : 0.30%
SUN : 10.8100 : 20.11% : 9.95% : BB : 0.11%
SWK : 1.8800 : 10.50% : 15.30% : A : 0.19%
SWKS : 1.4900 : 17.39% : 45.24% : NA : 0.09%
SXL : 6.6400 : 15.22% : -19.71% : BBB : 0.71%
SYF : 1.9100 : xxxxxx : 9.90% : BBB- : 0.15%
SYK : 1.3100 : 13.43% : 16.79% : A : 0.18%
SYY : 2.3700 : 9.39% : 9.89% : A- : 0.33%
T : 4.6800 : 8.88% : 8.82% : BBB+ : 1.61%
TAP : 1.5900 : 16.77% : 28.56% : BBB- : 0.30%
TCAP : 8.9600 : 11.49% : -1.16% : NA : 0.23%
TCP : 7.0500 : 4.87% : 10.45% : BBB- : 0.31%
TCPC : 8.7800 : 9.07% : 4.42% : BBB- : 0.20%
TCRD : 13.3900 : 3.40% : -0.80% : NA : 0.19%
TD : 3.7800 : 3.08% : -5.06% : AA- : 0.18%
TEF : 9.0300 : -10.90% : -14.70% : BBB : 0.09%
TEVA : 2.2800 : 4.70% : 6.23% : BBB+ : 0.15%
TGT : 3.3800 : 12.40% : 16.60% : A : 0.37%
TICC : 18.1300 : -1.23% : -11.39% : NA : 0.12%
TJX : 1.3200 : 22.90% : 12.80% : A+ : 0.17%
TLP : 6.3500 : 1.11% : -15.37% : NA : 0.36%
TMO : 0.3900 : 19.90% : 15.90% : BBB : 0.19%
TOO : 8.2100 : -12.52% : -49.45% : NA : 0.09%
TOT : 5.6700 : -0.40% : -12.90% : A+ : 0.23%
TRGP : 8.2600 : 6.85% : -31.95% : BB- : 0.30%
TSCO : 1.1300 : 25.50% : 19.10% : NA : 0.15%
TSN : 0.7900 : 30.81% : 29.26% : BBB : 0.18%
TWO : 11.0200 : 6.23% : -1.78% : NA : 0.17%
TWX : 2.0300 : 23.5% : 24.1% : BBB : 0.17%
TXN : 2.1700 : 13.6% : 16.70% : A+ : 0.17%
ULTA : 0.0000 : 31.10% : 53.10% : NA : 0.18%
UNH : 1.8200 : 22.90% : 34.60% : A+ : 0.17%
UNP : 2.2900 : 14.57% : 0.07% : A : 0.17%
UVE : 2.3200 : 30.10% : 14.30% : NA : 0.17%
V : 0.6900 : 34.23% : 17.68% : A+ : 0.28%
VFC : 2.3100 : 19.70% : 0.90% : A : 0.17%
VGR : 7.2300 : 15.19% : 9.73% : B : 1.22%
VLO : 4.3100 : 17.15% : 9.87% : BBB : 0.18%
VRSN : 0.0000 : 30.40% : 19.40% : BB+ : 0.15%
VTR : 3.9700 : 6.40% : 4.77% : BBB+ : 0.35%
VZ : 4.3000 : 9.40% : 6.91% : BBB+ : 0.63%
WBA : 1.8700 : 16.72% : 21.55% : BBB : 0.74%
WEC : 3.2800 : 15.77% : 13.26% : A- : 0.15%
WES : 6.4900 : 10.30% : -11.06% : BBB- : 0.97%
WFC : 3.0700 : 11.90% : 3.53% : A : 0.45%
WM : 2.5500 : 12.10% : 20.10% : A- : 0.19%
WMT : 2.8000 : 7.10% : -4.40% : AA : 0.22%
WPC : 5.8900 : 16.90% : 6.90% : BBB : 0.19%
WPZ : 9.0900 : xxxxxx : -53.62% : BBB : 0.22%
WSO : 2.3000 : 21.40% : 28.60% : NA : 0.17%
WTR : 2.4700 : 12.92% : 12.95% : NA : 0.17%
XEL : 3.2600 : 13.28% : 16.58% : A- : 0.17%
XOM : 3.4200 : 3.67% : 2.38% : AA+ : 0.54%
++SPY : 2.00000 : 13.30% : 7.80%
++SPY added as a comparison benchmark.
* Indicates stocks that I might sell.
I also own stock FTV but there is no data available for this stock since it just spun off from DHR. Other new additions JAZZ, MAS, SPR, VNTV, THO and FISV.
In general there is a correlation between high yield and substandard stock price performance (total return).
I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I am a retail investor that gathers, processes and analyzes significantly more data than average. I share that data in my articles. I let the data do the talking. I am only taking dictation as the data tells its message.
Academic background in accounting; MBA/CPA/JD. Headed a corporate pension fund; served as CFO for insurance company; established title/transactional firm; served as REIT CEO; former professor; served on profit and non-profit boards; currently share management responsibilities for hedge fund; compete in professional golf tournaments. Writing background includes various briefs in federal courts, including US Supreme Court. Currently trying to finish a science fiction novel. Trading experience focused on options and portfolio enhancement. Plans to retire from hedge fund as of December 31st. Future activities will include pro bono assistance to individuals and groups in need of retirement guidance. Looks forward to more time for writing and travel.
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
Renaissance Capital is an IPO investment advisory firm providing pre-IPO institutional research and management of IPO-focused funds including the Renaissance IPO ETF (NYSE ticker: IPO), the Renaissance International IPO ETF (NYSE ticker: IPOS) and the Global IPO Mutual Fund (ticker: IPOSX). Through Renaissance Capital’s pre-IPO research service, investors get a hard-nosed, independent opinion, in-depth fundamental analysis and customizable financial models on all IPOs. The Firm's clients also gain access to the premier IPO knowledge base with deal calendars, market commentary, fundamental data on over 5,000 past IPOs and more.
I have been investing for over 40 years. I have developed my own investing strategies for selling naked puts, credit spreads and covered calls. My naked put strategies remain my favorite choice. While many people do not see options as an investing strategy, after 35 years of being involved with some of the greatest companies in the world, I have found that I can generate annual double digit returns in good and bad markets. My trades are posted to my website fullyinformed.com While trading in options is a strategy that often involves small gains, they are regular and consistent small gains which over a period of time add up to large returns. On my entire stock portfolio I have consistently managed annual returns of 12% or better every year in up an down markets. These are not averages but annual which when totalled up over a 35 years period show the real power of options in both generating income while also offering some protection against declines. My strategy is a split of 40% in stocks, 30% in bonds and 30% in cash which is available at all times to take advantage of investing opportunities such as when stocks go on sale during periods of panic or large declines. I believe investors need to treat their investing like a business. This means setting realistic goals and using solid back tested strategies. I sleep nights knowing that in any market my portfolio is performing as it should. Teddi Knight
During the IPO season Francis Gaskins, editor of IPOdesktop.com & director of research for Equities.com, regularly appears on CNBC TV, Bloomberg, thestreet.com & other financial cable channels. On the day of the Visa IPO he appeared on four cable TV financial shows including Bloomberg & CNBC.
Over the past five years he has been quoted over 500 times by such financial media as the Wall Street Journal, Bloomberg, Reuters, Associated Press, USA Today among others. Those quotes are available at IPOdesktop.com.
His varied personal interests include violin playing. For example, he is concertmaster of the Palisades Symphony. He also holds an MBA from Harvard Business School (finance) and an AB from Princeton University (economics).
I buy established, good companies with strong management, solid balance sheets, free cash flow, growing earnings, and increasing dividends. This is a long strategy, which buys value situations, combining the fundamentals of Growth at a Reasonable Price, with Dividend Growth Investing. This style has been coined as "I-GARP" by Clay King.
To further reduce my risk and enhance my returns, I enter positions by selling puts, also known as short puts. I practice Teddi Knight's strategy of using option premium capital to build positions, and use technical analysis, (Bollilnger Bands, 10-20-30 moving averages, and earnings misses) to enter trades, as practiced by Teddi and Dr. Samir Elias.
Worked for Dow Jones News Service for 14 years 70's- 80's Traded actively since Online Brokers,Datek, in middle 90's.
Follow oil and gas companies and support companies. Mostly try to trade based on technicals.
Purchased almost 100% local Florida banks before Intrastate and then sold after Interstate banking laws passed.
I do not own any Banks, and do not plan to in the foreseeable future. (I bought Citigroup when in the 2's and sold in the 4's when I realized the TBTF syndrome.
I worked in Data Communications and then IT for the last 30 years.
Retired about 6 years ago; nearly all purchases and holding are designed to return income from dividends and appreciation.
The Parsimony community is made up of thousands of do-it-yourself dividend and income investors working toward one common goal...generating consistent income!
Our strategy is simple:1. Buy great dividend stocks at reasonable prices.2. Enhance income with conservative option strategies.3. Manage risk through diversification and exit strategies.
Our research (which includes dividend stock rankings, single stock Buy Zone reports, stock screens, and model portfolios) will give you all the tools you need to build and monitor your own DIY Dividend Portfolio and super charge that portfolio with conservative option strategies (cover calls and cash-secured puts).
For more information about our subscription services click the links below:
- DIY Dividend Portfolio
- Triple Income Portfolio (stocks + options)
Founder and Portfolio Manager of The Guardian Opportunities Leveraged Fixed-Income Fund (ISIN LU0705057627)
Ariel's career path includes senior positions with Bank Leumi USA (New York), Coutts Bank Ltd (Zurich) and Royal Bank of Scotland (London).
Ariel has held Investment Advisory licenses in Israel and the United States. He is a CPA and has a BA in Accounting and Economics and an MBA (Finance)
Investing for over 20 years and after trying many ways to make and lose money have focused on the easy way to make retirement work. Dividend stocks.
Investing deep value for building wealth and dividend payers for keeping it.
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.
Richard Moheban (aka Retired Aviator) earned a BBA in Finance, Investment & Banking from a national top ten (public) business school—the University of Wisconsin at Madison. He then went on to earn a BFA (with Honors) in 1992. After that, however, his one year of working in the corporate world was enough for him to realize that it was not his cup of tea. He decided he needed more freedom and daily variety than any Finance position could offer, so he went to work for himself.
Determined to somehow achieve financial independence without the grind, he worked as many as four part-time jobs concurrently to obtain seed cash for investing. He devoted much of his non-working time to studying investments and "real world" Economics (as opposed to the academic variety), refining several workable theories along the way. For years he plowed every spare nickel into investing. Using only his relatively modest sources of income as an investing base, over time he was able to multiply his savings and thus achieve his dream of retiring by his mid-forties in 2009. Today he enjoys pursuing a variety of recreational interests, researching, writing, and has several ideas in the works for new books. He has one book published to date.
I work in NYC and try to put some of my ideas on Seeking Alpha when I can. I usually look at special situations which involves value plays with catalysts. You can also follow me on my blog, which is - http://valuestocks-kedar.blogspot.com