I am a medical professional, but I have been studying investing for many years so that I can control my own portfolio. DGI seems to be the best way for me to invest for my retirement while being able to sleep at night.
I have also been successfully trading cash secured puts for extra income. I share my experience on my websites, Tradingcsps.com and my blog Tradingputs.com.
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 6%-7% 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. Summit Midstream Partners (SMLP)
7. Gaslog Partners (GLOP)
8. Triangle Capital (TCAP)
9. Seaspan (SSW)
10. CorEnergy Infrastructure Trust (CORR)
11. Energy Transfer Partners (ETP)
12. Fidus Investment Corp. (FDUS)
13. New Mountain Finance Corp. (NMFC)
14. Ares Capital (ARCC)
15. Annaly Capital Management (NLY)
16. Terra Nitrogen (TNH)
17. Monroe Capital (MRCC)
18. Hercules Capital (HGTC)
19. TPG Specialty Lending (TSLX)
20. Enviva Partners (EVA)
21. ONEOK Partners (OKS)
22. Hoegh LNG Partners (HMLP)
23. Jernigan Capital (JCAP)
24. Starwood Property Trust (STWD)
25. New Senior Investment Group (SNR)
26. Ladder Capital Corp. (LADR)
27. Compass Diversified Holdings (CODI)
28. Goldman Sachs BDC Inc (GSBD)
29. Ares Commercial Real Estate Corp. (ACRE)
30. Ciner Resources (CINR)
31. Care Capital Properties (CCP)
32. Genesis Energy Partners (GEL)
33. Landmark Infrastructure Partners (LMRK)
34. Blackstone Minerals (BSM)
35. Omega Healthcare Investors (OHI)
36. Tallgrass Energy Partners (TEP)
37. Xenia Hotels & Resorts (XHR)
38. Holly Energy Partners (HEP)
39. City Office REIT (CIO)
40. Gaming and Leisure Properties (GLPI)
41. Pattern Energy Group (PEGI)
42. Sunoco Logistics Partners (SXL)
43. Sabra Healthcare REIT (SBRA)
44. Community Healthcare Trust (CHCT)
45. Main street Capital (MAIN)
46. LaSalle Hotel Properties (LHO)
47. Energy Transfer Equity (ETE)
48. Chatham Lodging Trust (CLDT)
49. Western Refining Logistics LP (WNRL)
50. Royal Dutch Shell (RDS.A)
51. Chesapeake Lodging Trust (CHSP)
52. Macquarie Infrastructure Corp. (MIC)
53. MPLX (MPLX)
54. Medical Properties Trust (MPW)
55. Apple Hospitality REIT (APLE)
56. 8Point3 Energy Partners (CAFD)
57. Brookfield Renewable Partners (BEP)
58. Stag Industrial (STAG)
59. NRG Yield (NYLD)
60. InfraREIT (HIFR)
61. VEREIT (VER)
62. Armada Hoffler Properties (AHH)
63. Spirit Realty Capital (SRC)
64. HollyFrontier Corp. (HFC)
65. Vodafone (VOD)
66. Hannon Armstrong Sustainable Infrastructure Capital (HASI)
67. Western Refining Inc (WNR)
68. Ford (F)
69. LTC Properties (LTC)
70. NextEra Energy Partners (NEP)
71. General Motors (GM)
72. Aircastle (AYR)
73. PacWest Bancorp (PACW)
74. Phillips 66 Partners (PSXP)
75. Intel (INTC)
76. AT&T (T)
77. Easterly Government Properties (DEA)
78. Brookfield Property Partners (BPY)
79. ONEOK Inc (OKE)
80. W.P Carey (WPC)
81. MGM Growth Properties (MGP)
82. Preferred Apartment Communities (APTS)
83. Westlake Chemical Partners (WLKP)
84. Spectra Energy Partners (SEP)
85. Hersha Hospitality Trust (HT)
86. Cedar Fair (FUN)
87. RLJ Hospitality Trust (RLJ)
88. Enterprise Products Partners (EPD)
89. Pebblebrook Hotel Trust (PEB)
90. Welltower (HCN)
91. Brookfield Infrastructure Partners (BIP)
92. Magellan Midstream Partners (MMP)
93. Iron Mountain (IRM)
94. National Health Investors (NHI)
95. EPR Properties (EPR)
96. Spectra Energy Corp. (SE)
97. Shell Midstream Partners (SHLX)
98. Lazard Ltd. (LAZ)
99. Pfizer (PFE)
100. Chevron (CVX)
101. Helmerich & Payne (HP)
102. Tallgrass Energy GP (TEGP)
103. Valero Energy Corp (VLO)
104. Maiden Holdings (MHLD)
105. EQT Midstream Partners (EQM)
106. Oceaneering International (OII)
107. Union Pacific (UNP)
108. Apple (AAPL)
109. American Tower (AMT)
110. Federated National Holdings (FNHC)
111. Starbucks (SBUX)
112. Dominion Midstream Partners (DM)
113. Toronto-Dominion Bank (TD)
114. IBM (IBM)
115. Cisco Systems (CSCO)
116. Invesco (IVZ)
117. Valero Energy Partners (VLP)
118. ExxonMobil (XOM)
119. L Brands (LB)
120. Procter & Gamble (PG)
121. McDonald's (MCD)
122. Coca-Cola (KO)
123. Suncor Energy (SU)
124. Wells Fargo (WFC)
125. Johnson & Johnson (JNJ)
126. Qualcomm (QCOM)
127. Phillips 66 (PSX)
128. Gilead Sciences (GILD)
129. EQT GP Holdings (EQGP)
130. Bank of America (BAC)
131. Hormel (HRL)
132. Brookfield Asset Management (BAM)
133. Texas Roadhouse (TXRH)
134. Kroger (KR)
135. Nike (NKE)
136. Tractor Supply (TSCO)
137. FactSet Research (FDS)
138. Broadcom (AVGO)
139. Disney (DIS)
140. Skyworks Solutions (SWKS)
141. Fedex (FDX)
142. Visa (V)
143. Mastercard (MA)
144. Shire PLC (SHPG)
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 have a BA in Economics from Wabash College, an MBA in Economics and Finance from U of Chicago and a PhD in Economics and Finance with a Business Taxation minor from U of Southern California. I have been a professor at the Wharton School, NYUs Stern School, and California State University, Fullerton where I am semi-retired as an Emeritus Professor.
I was a joint venture partner with Automated Trading Desk 1994-1995 and introduced automated trading of NASDAQ stocks to that firm. Paloma Partners funded my own hedge fund, Smart Execution, which engaged in high frequency trading from 2001-2008, averaging about 50 million shares traded per day. I formed my own DTCC-member clearing firm, Petruzzi Securities, and developed the software for that in house. I am the inventor on three US Patents for software related to portfolio management, high frequency trading, audits of financial fiduciaries, and on a fourth patent pending on a system for electronic stock exchanges.
Investing has always been my passion. I bought my first stock as a teenager almost 30 years ago. I am an advisor to Jomaih Holdings, while managing an investment partnership in which a significant portion of my net worth is invested alongside other investors. Inspired by Warren Buffett's teachings I have recently decided to embark on an adventurous venture to discover the world’s best businesses, businesses that by virtue of their superior business model, brand excellence and capable management, possess a demonstrable and durable competitive position allowing them to compound earnings and cash flow per share at an extraordinary rate today and far into the future. Please bear in mind that these magical companies are not easy to find, nor cheap to buy, and the strategy requires a predisposition on behalf of the investor to seek long term alpha as opposed to short term speculative returns. As Buffett says: "Time is the friend of the wonderful company, the enemy of the mediocre". In the context of a long term horizon and an industry agnostic basis, I seek out companies that: - are high quality, easy to understand businesses, with leadership positions in their industry; - are likely to be around ten or fifteen years from now and not particularly exposed to obsolescence risk; - have a sizeable moat or sustainable competitive advantages and an ethos that seeks to enhance that advantage over time; - depict margins that are not only better than the average American business but are also stable and/or improving; - demonstrate a consistent track record of generating high returns on equity and invested capital; - exhibit sustained operating leverage as well as durable economic goodwill – this is a measure of how capital efficient a business is, and what I believe to be the single most important factor and the secret ingredient behind Buffett’s long term investment success; - produce copious free cash flow; - possess a strong balance sheet; - are preferably owner operated or at the very least run by shareholder friendly management teams with demonstrable capital allocation talent; - have a strong likelihood of continued growth The final and perhaps the most important piece of the puzzle is of course price. Companies that fulfill the above criteria are a rare breed and are unsurprisingly seldom priced cheap. Personally I subscribe to a mantra that I call “quality at a reasonable price”. Remember time, not timing is the key to successful long term investing!
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.
Keuka Capital, LLC is an unregistered investment advisor that partners with clients to manage their investment account. Keuka Capital has a long-term, value-oriented approach to evaluating investments opportunities and building client portfolios. Our client portfolios are typically comprised of fifteen to twenty individual stocks complemented by low-cost bond and commodity exchange traded funds. Contrarian by nature, Keuka Capital tends to open long positions in out-of-favor stocks that are trading below their intrinsic value. Keuka Capital is incubating a total return fund with the objective of maximizing risk-adjusted returns over the long-term. Please see www.keukacapital.com for more information.
Ellen Brown is an attorney, president of the Public Banking Institute, and the author of twelve books. Shedeveloped her research skills as an attorney practicing civil litigation in Los Angeles. In "Web of Debt," she turned those skills to an analysis of the Federal Reserve and “the money trust.” She showed how this private cartel has usurped the power to create money from the people themselves, and how we the people can get it back. In "The Public Bank Solution," her latest book, she explores the public banking model globally and historically as an equitable and efficient solution to our banking woes. Her earlier books focused on the pharmaceutical cartel that gets its power from “the money trust.” They include "Forbidden Medicine," "Nature’s Pharmacy" (co-authored with Dr. Lynne Walker), and "The Key to Ultimate Health" (co-authored with Dr. Richard Hansen). Her websites are www.webofdebt.com, www.publicbanksolution.com and www.ellenbrown.com.
Dr. David Kass has published articles in corporate finance, industrial organization, and health economics. His teaching interests include financial restructuring and strategy, and investment management at the MBA level, as well as advanced financial management, business finance, and investments at the undergraduate level. Prior to joining the faculty of the Smith School, he held senior positions with the Federal Government (Federal Trade Commission, General Accounting Office, Department of Defense, and the Bureau of Economic Analysis). He currently serves as a vice president of the Harvard Business School Club of Washington, D.C., and is a member of the investment committee of a local nonprofit organization
Dr. David Kass
Ph.D., Harvard University
Robert H. Smith School of Business
Department of Finance
University of Maryland
4412 Van Munching Hall
College Park, MD 20742
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
Bumbershoot Holdings L.P. is a private investment partnership launched in Oct-2015.
The partnership uses a fundamental investment strategy as a “quality over quantity” approach to identifying and evaluating great businesses. It primarily invests in small- and mid- capitalization public companies which are headquartered in the U.S. and listed on a domestic exchange. It maintains a relatively concentrated portfolio with approximately 60%-75% of assets in its top-15 holdings. The partnership utilizes low levels of leverage and hedges net long exposure through various short positions and equity derivatives, as dictated by overall market conditions.
Dale Roberts is an Investment Funds Associate with Tangerine Investment Funds Limited, a subsidiary of Tangerine Bank wholly owned by Scotiabank. My articles are for information purposes only and do not constitute investment advice or an offer or the solicitation of an offer to buy or sell any securities. These articles are my personal opinion and are not those of Tangerine Bank or its subsidiaries. Remember past performance is not guaranteed and may not be repeated. Investment strategies are not suitable for everyone and you should always conduct your own research or speak to a financial advisor.
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios.
My curent portfolio is available here:
I believe that everyone needs a portfolio business plan.
Here's a copy of ours:: http://seekingalpha.com/article/2426965-our-retirement-portfolio-business-plan-legacy-edition-part-two
A list of Dividend Growth Safety Superstars for the past decade is available here: http://seekingalpha.com/article/2255863-a-review-of-the-dividend-safety-superstars
Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.
Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them: Apple, Google, Coca Cola, Walmart, GE, Ford, Gap, and others.
This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time.
Consider these questions:
•What % of Apple's stock price is iPhones? (Q: Is it 5%, 25%, or 50%?)
•What % of Dell's stock price is Dell Notebooks?
•If Bing took half the market share from Google Search, what % upside could there be for Microsoft’s stock?
On Trefis you will get answers to questions like above.
You can play with assumptions, or try scenarios, as-well-as ask questions to other users and experts. The platform uses extensive data to show in a single snapshot what drives the value of a company's business.
Trefis makes the same content, data, and tools that are currently available only to professional investors today, accessible to everyone. Importantly, it makes the extensive data/tools easy to use and understand, allowing investors to leverage the platform in their decision making much more efficiently than anything else available.
Trefis is currently used by hundreds of thousands of investors, company employees, and business professionals.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
Daniel is currently the manager of Avaring Capital Advisors, LLC, a registered investment advisor that oversees one hedge fund. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein.
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.
Research investment analyst for Chicago consulting firm until 2009. In this role I was the lead analyst on large 401k plans, pensions and endowments totaling over $20 billion in assets. I also headed analyst research on fixed income and hedge fund of funds portfolios. Today, I focus my research on finding value stocks with sound fundamentals and healthy cash flow. I concentrate my personal portfolio on quality dividend growth stocks and keep an active watch list of over 150 stocks to add on pull backs or at an attractive valuation.
I exited the finance industry in 2010 to follow my dream of becoming a firefighter. I now live and work in Texas. I consider myself a value investor and tend to stay away from speculation stocks.
Motto: I invest in undervalued (i.e. cheap) well-established companies trading at a below market multiple.
The companies that I invest in are large stable companies with proven track records. My goal is the highest total return possible with the least amount of risk.
Professional Background: I am a healthcare practitioner with extensive experience in the pharmaceutical sector. I have a passion for investing honed over the past twenty years through various market cycles.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Individual investor focused upon a limited number of diversified stocks. Seeks stocks selling below fair value; favors dividend growth. Advocates fundamental investment analysis, supplemented by the technical charts. Options strategies primarily employed to generate additional income or hedge risk.
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
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
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
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.
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc. Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client. Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
Seeking Alpha's editors are responsible for selecting and editing contributed articles and producing Seeking Alpha's own content. Seeking Alpha produces news briefs ( http://seekingalpha.com/by/type/news-briefs) which are collated every morning into Wall Street Breakfast (http:// seekingalpha.com/by/type/wall-street-breakfast), our Housing Bubble and Real Estate Market Tracker (http://seekingalpha.com/tag/housing-bubble-and-real-estate-market-tracker), key excerpts from new IPO filings (http://seekingalpha.com/by/ type/ipo-analysis), portfolios (http://seekingalpha.com/tag/portfolios) of well-known investors, and summaries of Jim Cramer's stock picks (http://seekingalpha.com/by/type/cramers-picks). Seeking Alpha's editors also monitor our Interactive Q&As (http://seekingalpha.com/by/type/interviewsqa) to ensure cordiality. All Seeking Alpha editors adhere to our full compliance standards.
Institutional investment manager authoring on a variety of topics that pique my interest, and could further discourse in this online community. I hold an MBA from the University of Chicago, and have earned the CFA designation.
My articles may contain statements and projections that are forward-looking in nature, and therefore inherently subject to numerous risks, uncertainties and assumptions. While my articles focus on generating long-term risk-adjusted returns, investment decisions necessarily involve the risk of loss of principal. Individual investor circumstances vary significantly, and information gleaned from my articles should be applied to your own unique investment situation, objectives, risk tolerance, and investment horizon.