Options trader full-time, author, owner of www.kevinmobrien.com, a subscription-based trading service. Born in Chicago, IL. I trade many stocks in the tech, financial, and agricultural sectors. Trade daily with a 5 Technical Indicator Strategy I developed, the Daily Options Trading Strategy (DOTS). Also trade many debit spreads for weekly and earnings-based trades such as Strangles, the Reverse Iron Condor, the Neutral Calendar Spread and also hold long-term call and put options on undervalued stocks and ETF's.
If you are interested in subscribing to the website's Trading Forum, please visit us at www.kevinmobrien.com.
Favorite stocks to trade: CF, GOOG, AAPL, NFLX, BIDU, CMG, PCLN, RIMM, CSCO, IDCC, POT, MOS, MON, SNDK, APA, and many more.
I'm a big Chicago Bears and Blackhawks fan.
I am a software engineer for hire. It has been my trade since my first gig ca. 1985, and as a full-time employee and as a consultant during and since my C.S. degree. This profession requires continuous and independent learning to keep up with the fresh college graduates.
I am a financial engineer of necessity, should I hope to ever become financially independent. I apply the same learning approach to economic and financial matters that I use to keep up my employment-related knowledge and skills.
I read everything. Company reports, Fed publications, financial times, scientific journals, economic papers, the wsj, mother earth news, and much more covering agriculture, automotive, aviation, botany, chemistry, construction, economics, electronics, firearms, geology, hvac, history, irrigation, law, medicine, physics, plumbing, wiring, yeast, and a bunch more are on the bookshelf and nightstand just behind my right shoulder. My short-term goal is to know about everything, with more about what I need or want to learn at present. My long-term goal is to know everything about everything.
While history may not repeat exactly the same, I believe it does rhyme. Thus the importance of Cicero's, "Not to know what happened before one was born is always to be a child."
History has led me to invest in companies with a history of growing their dividend. Capital gains are only useful once you turn them into cash flow. History shows you get better results if you skip the conversion. So I invest for cash flow, not for capital gains.
Thru my study of science, history, economics and sociology, I've found the Austrian school of economics to have the most valid explanations of why it happened, how it happened, and what will happen. Because of that I know that silver and gold are money, and so part of my portfolio has long been in Ag and Au for diversification, and part for insurance against history rhyming as pointed out by Mises:
There is no means of avoiding the final collapse of a boom brought about by credit expansion. The alternative is only whether the crisis should come sooner as a result of the voluntary abandonment of further credit expansion, or later as a final and total catastrophe of the currency system involved. --Ludwig von Mises
I don't see any sign of "the voluntary abandonment of further credit expansion."
For those who think everyone but them thinks like lemmings: I do not watch fox news or cnn or msnbc or TV. I listen to the radio 0.75-1.0 hours per day while I commute. Over 90% of that time the station tuned is rock -- alternative, classic, hard, ... but sometimes country. Less than 10% of the time is split between country and a local ABC affiliate for local news and traffic. I'll sometimes listen to time-shifted recordings of financial-related talk shows while working. For entertainment/variety sometimes while working and while I fall asleep I listen to time-shifted recordings of Coast to Coast AM which have the ads removed, typically 4-6 weeks after they air. ("time-shifted" so I can skip the annoying segments be they callers or guests.) I also like to watch the children or the cows or the cat or the birds or the deer or the fox. (The chickens are gone. Gave the last two away as the fox was getting far too bold.)
I own each of the 350 stocks listed below. Data is from early November. Retired at age 60, currently age 63. Living off pensions and social security. I do not intend to draw on dividends before 2017. Total Portfolio yield 3.32%.
Percentage of portfolio allocation based on dividend yield:
Growth yield, 0%: 13.0%
Growth and Income yield, 0.1% - 2.7%: 30.0%
Slow Growth and Income yield, 2.71% - 5.0%: 40.0%
Income yield, 5.1% and up: 17.0%
FastGraph Total Value Data if $10K was invested with all dividends reinvested for 19 year time frame unless stated other wise if you invested in that stock for that entire time:
Symbol : Descrip : Yield : Total Value : # yrs of accumulation
AAPL : APPLE INC : 2.0400 : $1,499,172 : 19
ABBV : ABBVIE INC : 4.3400 : $18,691 : 5
ABC : AMERISOURCE : 1.8600 : $131,147 : 19
ABT : ABBOTT LAB : 2.7300 : $24,463 : 19
ACN : ACCENTURE : 2.0300 : $98,348 : 17
ADNT : ADIENT : 0.0000 : xxxxxxx : 0
ADBE : ADOBE SYS : 0.0000 : $213,667 : 19
ADP : AUTOMATIC : 2.3700 : $75,117 : 19
AEP : AMERICAN EL : 3.9900 : $39,335 : 19
AFL : AFLAC : 2.4200 : $76,219 : 19
AGN : ALLERGAN : 0.0000 : $86,787 : 19
AHGP : ALLIANCE GP : 7.3900 : $26,175 : 12
AIG : AMERICAN INTL : 1.9200 : $86,787 : 19
ALGN : ALIGN TECH : 0.0000 : $67,318 : 16
AMAT : APPLIED MAT : 1.2600 : $106,283 : 19
AMGN : AMGEN : 2.7700 : $110,490 : 19
AMP : AMERIPRISE : 2.6400 : $30,189 : 12
AMT : AMERI TOW : 2.0400 : $48,905 : 19
AMTD : TD AMERITRADE : 1.6400 : $370,212 : 19
AMZN : AMAZON : 0.0000 : $5,033,670 : 19
ANET : ARISTA NET : 0.0000 : $14,102 : 3
ANTM : ANTHEM : 1.8400 : $62,533 : 16
AOS : AO SMITH : 1.0000 : $100,660 : 8
APD : AIR PROD : 2.4600 : $71,341 : 19
APH : AMPHENOL : 0.9300 : $521,038 : 19
APU : AMERIGAS LP : 8.1600 : $99,635 : 19
ARCC : ARES CAP : 9.6300 : $26,695 : 12
ARLP : ALLIANCE LP : 7.4500 : $210,304 : 17
ASIX : ADVANSIX : 0.0000 : xxxxxxxxxx : 0
ATVI : ACTIVISION : 0.7000 : $356,873 : 17
AVA : AVISTA : 3.3300 : $44,824 : 19
AVGO : BROADCOM : 1.1000 : $104,413 : 7
AVY : AVERY DEN : 2.2900 : $33,390 : 19
AWK : AMERIC WAT : 2.0200 : $42,372 : 9
AZO : AUTOZONE : 0.0000 : $252,295 : 19
BA : BOEING CO : 2.9200 : $39,033 : 19
BABA : ALIBABA : 0.0000 : $10,982 : 3
BAC : BANK OF AMER : 1.4800 : $11,625 : 19
BAX : BAXTER : 1.1300 : $33,476 : 19
BBL : BHP BIL : 4.6300 : $34,194 : 19
BCE : BCE : 4.7300 : $37,915 : 19
BCR : CR BARD : 0.5000 : $191,509 : 19
BDX : BECTON : 1.5700 : $107,662 : 19
BERY : BERRY PLAST : 0.0000 : $30,551 : 5
BFB : BROWN FOR : 1.5700 : $127,127 : 19
BGS : B & G FOODS : 4.4100 : $52,980 : 10
BIDU : BAIDU : 0.0000 : $203,050 : 11
BIG : BIG LOTS : 1.7.000 : $21,556 : 19
BIIB : BIOGEN : 0.0000 : $699,797 : 19
BIP : BROOKFIELD : 4.7300 : $64,689 : 9
BLK : BLACKROCK : 2.4600 : $299,257 : 18
BLL : BALL : 0.6700 : $99,257 : 19
BMO : BANK OF MONT : 3.8900 : $89,049 : 19
BMY : BRISTOL MYERS : 2.6900 : $37,289 : 19
BNS : BANK NOVA : 4.0700 : $54,296 : 19
BP : BP : 6.8900 : $20,618 : 19
BPL : BUCKEYE : 7.5500 : $118,312 : 19
BRKB : BERKSHIRE : 0.0000 : $24,345 : 12
BSX : BOSTON SCI : 0.0000 : $14,374 : 19
BUD : ANHEUSER : 3.4100 : $34,511 : 8
BURL : BURLINGTON : 0.0000 : $25,846 : 4
BWLD : BUFFA WILD : 0.0000 : $129,657 : 14
BYDDY : BYD COMP : 0.0000 : $14,3614 : 10
C : CITIGROUP : 1.1400 : $4,511 : 19
CAH : CARDINAL : 2.5600 : $32,423 : 19
CB : CHUBB : 2.1800 : $90,977 : 19
CBRL : CRACKER BARL : 2.8200 : $77,950 : 19
CE : CELANESE : 0.0000 : $56,508 : 19
CELG : CELGENE : 0.0000 : $2,231,715 : 19
*CEQP : CRESTWOOD : 11.0600 : $1,695 : 19
CERN : CERNER : 0.0000 : $270,039 : 19
CHD : CHURCH & DWIGHT : 1.5800 : $289,220 : 19
CHTR : CHARTER COMM : 0.0000 : $63,734 : 8
CIM : CHIMERA INVEST : 11.9500 : $5,597 : 9
CINF : CINCINNATI FINAN : 2.5500 : $67,030 : 19
CL : COLGATE : 2.3500 : $87,914 : 19
*CLMT : CALUMET : 0.0000 : $3,555 : 11
CLX : CLOROX : 2.7500 : $77,447 : 19
CMCSA : COMCAST : 1.5900 : $61,211 : 19
CMG : CHIPOTLE : 0.0000 : $77,953 : 11
CNC : CENTENE : 0.0000 : $168,412 : 16
COF : CAPTIAL ONE : 1.8100 : $89,689 : 19
COR : CORESITE : 3.0200 : $53,075 : 7
COST : COSTCO : 1.1800 : $184,380 : 19
CRM : SALESFORCE : 0.0000 : $185,115 : 13
CSCO : CISCO : 3.4800 : $50,685 : 19
CSL : CARLISLE : 1.2400 : $95,348 : 19
CTAS : CINTAS : 1.1600 : $68,637 : 19
CTSH : COGNIZANT : 0.0000 : $2,072,423 : 19
CVS : CVS HEALTH : 2.3100 : $94,814 : 19
CVX : CHEVRON : 3.9100 : $61,838 : 19
D : DOMINION : 3.8300 : $90,601 : 19
DEO : DIAGEO : 3.0900 : $46,418 : 19
DG : DOLLAR GEN : 1.2600 : $29,796 : 8
DHR : DANAHER : 0.6400 : $137,744 : 19
DIS : WALT DISNEY : 1.4500 : $54,656 : 19
DLPH : DELPHI AUTO : 1.7300 : $33,625 : 6
DLR : DIGITAL REALTY : 3.8300 : $111,079 : 12
DLTH : DULUTH : 0.0000 : $23,338 : 1
DLTR : DOLLAR TREE : 0.0000 : $193,610 : 19
DNKN : DUNKIN : 2.2400 : $20,380 : 5
DPM : DCP MIDSTREAM : 9.0500 : $29,089 : 12
DPS : DR PEPPER : 2.4200 : $37,527 : 9
DRE : DUKE REALTY : 3.0800 : $41,163 : 19
DUK : DUKE ENERGY : 4.6300 : $20,124 : 19
DY : DYCOM INDUST : 0.0000 : $140,099 : 19
EA : ELECTRONIC ARTS 0.0000 : $85,854 : 19
EADSY : AIRBUS : 1.6600 : $13,171 : 9
ED : CONSOLIDATED ED : 3.8100 : $40,834 : 19
EEFT : EURONET WORLDWIDE : 0.0000 : $56,760 : 19
EEP : ENBRIDGE : 9.6100 : $37,843 : 19
EFX : EQUIFAX : 1.1300 : $45,677 : 19
EPD : ENTERPRISE : 6.3100 : $79,927 : 12
ESRX : EXPRESS SCRIPT : 0.0000 : $605,298 : 19
ETE : ENERGY TRANSF : 6.4200 : $36,772 : 19
ETP : ENERGY TRANSF : 11.9900 : $38,328 : 19
EW : EDWARDS LIFE : 0.0000 : $264,348 : 17
EXPE : EXPEDIA : 0.8200 : $26,616 : 19
EXR : EXTRA SPACE : 4.4700 : $62,034 : 19
FB : FACEBOOK : 0.0000 : $40,794 : 19
FBHS : FORTUNE BRAN : 1.1300 : $44,096 : 19
FDS : FACTSET : 1.2400 : $387,984 : 19
FDX : FEDEX : 0.8500 : $91,770 : 19
FISV : FISERVE : 0.0000 : $179,873 : 19
FIVE : FIVE BELOW : 0.0000 : $12,113 : 5
FIZZ : NATIONAL BEV : 0.0000 : $117,020 : 19
FL : FOOT LOCKER INC : 1.5000 : $35,724 : 19
FLO : FLOWERS FOODS : 3.9600 : $109,025 : 16
FTV : FORTIVE : 0.5100 : xxxxxx : 0
GAIN : GLADSTONE : 9.2700 : $9,673 : 11
GD : GENERAL DYNAMICS : 1.7900 $99,132 : 19
GE : GENERAL ELECT : 2.9500 : $26,247 : 19
GILD : GILEAD SCIENCES : 2.5200 $961,090 : 19
GIS : GENERAL MILLS : 3.0600 : $51,761 : 19
GLP : GLOBAL LP : 11.4200 : $16,185 : 19
GNTX : GENTEX : 1.9600 : $78,232 : 19
GOOGL : ALPHABET : 0.0000 : $152,604 : 13
GPC : GENUINE PARTS : 2.7100 : $39,766 : 19
GRUB : GRUBHUB : 0.0000 : $11,842 : 2
GS : GOLDMAN SACHS : 1.2300 : $36,945 : 19
HAIN : HAIN CELESTIAL : 0.0000 : $177,150 : 19
HBI : HANESBRANDS : 1.8200 : $50,384 : 11
HCA : HCA HOLDINGS : 0.0000 : $22,243 : 6
HCN : WELLTOWER : 5.5100 : $108,937 : 19
HD : HOME DEPOT : 2.1100 : $131,250 : 19
HEINY : HEINEKEN : 1.6900 : $72,956 : 19
HELE : HELEN OF TROY : 0.0000 : $90,849 : 19
HEP : HOLLY ENERGY : 7.0600 : $51,834 : 12
HFC : HOLLYFRONTIER : 4.5000 : $264,301 : 19
HII : HUNTINGTON INGALLS : 1.3400 : $36,799 : 6
HOLX : HOLOGIC : 0.0000 : $54,400 : 19
HON : HONEYWELL : 2.3600 : $49,885 : 19
HP : HELMERICH : 4.0300 : $73,828 : 19
HRL : HORMEL : 1.9000 : $177,018 : 19
HRS : HARRIS CORP : 2.0400 : $81,833 : 19
HSY : HERSHEY : 2.5300 : $69,865 : 19
HUM : HUMANA : 0.55000 : $119,922 : 19
ICE : INTERCONTIN EXC : 1.2500 : $87,562 : 12
ICLR : ICON : 0.0000 : $119,922 : 19
INCY : INCYTE : 0.0000 : $80,877 : 19
INGN : INOGEN : 0.0000 : $32,861 : 2
INGR : INGREDION : 1.7000 : $103,711 : 19
INTC : INTEL : 2.9300 : $29,385 : 19
INTU : INTUIT : 1.2000 : $266,692 : 19
IP : INTERNATIONAL PAPER : 3.450 : 23,720 : 19
ISRG : INTUITIVE SURG : 0.0000 : $355,719 : 11
ITW : ILLINOIS TOOL : 2.0900 : $82,240 : 19
JAZZ : JAZZ PHARMA : 0.0000 : $64,437 : 10
JCI : JOHNSON CONTROLS : 2.5600 : $95,264 : 19
JNJ : JOHNSON & JOHNSON : 2.8400 : $73,057 : 19
JPM : JP MORGAN : 2.4400 : $40,066 : 19
KHC : KRAFT HEINZ : 2.8500 : $10,891 : 1
KKR : KKR COMPANY : 4.1500 : $22,917 : 7
KMB : KIMBERLY CLARK : 3.2100 : $41,885 : 19
KMI : KINDER MORGAN : 2.2800 : $8,240 : 6
KO : COCA COLA : 3.3800 : $24,960 : 19
KR : KROGER : 1.4300 : $36,782 : 19
LB : L BRANDS : 3.3900 : $58,340 : 19
LBRDA : LIBERTY BROADBAND : 0.0000 : $13,199 ; 2
LBTYA : LIBERTY GLOBAL : 0.0000 : $32,782 : 12
LEA : LEAR : 0.9300 : $40,627 : 8
LEG : LEGGETT & PLATT : 2.7600 : $37,194 : 19
LKQ : LKQ CORP : 0.0000 : $145,157 : 14
LLY : ELI LILLY : 2.6800 : $18,859 : 19
LMT : LOCKHEED MARTIN : 2.7500 : $70,742 : 19
LNT : ALLIANT ENERGY : 3.2500 : $56,216 : 19
LOW : LOWES COMPANIES : 1.9600 : $125,213 :19
LXP : LEXINGTON REALTY : 6.7200 : $27,622 : 19
LYB : LYONDELLBASELL : 3.8800 : $42,046 : 19
MA : MASTERCARD : 0.7200 : $239,522 : 11
MAIN : MAIN STREET : 6.2100 : $46,833 : 9
MANH : MANHATTAN ASSOC : 0.0000 : $88,786 : 19
MAS : MASCO : 1.2300 : $19,129 : 19
MBLY : MOBILEYE : 0.0000 : $8,536 : 2
MCD : MCDONALDS : 3.1400 : $72,085 : 19
MCK : MCKESSON : 0.7900 : $31,241 : 19
MDLZ : MONDELEZ : 1.7500 : $20,493 : 16
MDT : MEDTRONIC : 2.2000 : $40,627 : 19
MELI : MERCADOLIBRE : 0.3600 : $57,647 : 11
MFA : MFA FINANCIAL : 10.2400 : $54,231 : 19
MHK : MOHAWK : 0.0000 : $79,068 : 19
MHLD : MAIDEN : 3.6100 : $25,130 : 9
MIDD : MIDDLEBY CORP : 0.0000 : $1,301,751 : 19
MKC : MCCORMICK : 1.8500 : $95,179 : 19
MLM : MARTIN MARIET : 0.7600 : $127,396 : 19
MMM : 3M COMPANY : 2.5800 : $62,832 : 19
MMP : MAGELLAN MID : 4.8600 : $237,472 : 16
MNST : MONSTER BEV : 0.0000 : $11,935,569 : 19
MO : ALTRIA : 3.800 : $42,603 : 19
MOMO : MOMO : 0.0000 : $19,591 : 1
MPC : MARATHON : 2.970 : $26,810 : 5
MPWR : MONOLITHIC : 0.9500 : $80,246 : 13
MRK : MERCK : 3.0500 : $28,069 : 19
MSEX : MIDDLESEX : 1.9800 : $87,494 : 19
MSFT : MICROSOFT : 2.5500 : $94,213 : 19
MTCH : MATCH GROUP : 0.0000 : $12,375 : 1
MXIM : MAXIM INTEGRAT : 3.2900 : $65,23 : 19
NDAQ : NASDAQ : 1.9500 : $58,979 : 11
NDSN : NORDSON : 0.9900 : $95,386 : 19
NEE : NEXTERA : 3.0600 : $106,667 : 19
NHI : NATIONAL HEALTH : 5.0200 : $80,333 : 19
NKE : NIKE INC : 1.3900 : $84,144 : 19
NNN : NATIONAL RETAIL : 4.3300 : $107,952 : 19
NOC : NORTHROP : 1.4500 : $84,511 : 19
NS : NUSTAR ENERGY : 9.2100 : $46,972 : 19
NTES : NETEASE : 1.2900 : $3,157,907 : 17
NUE : NUCOR : 2.4100 : $59,420 : 19
NVDA : NVIDIA : 0.6000 : $453,736 : 19
NVEE : NV5 GLOBAL : 0.0000 : $37,338 : 4
NVO : NOVO : 3.0100 : $247,842 : 19
NWBI : NORTHWEST BANC : 3.3000 : $91,721 : 19
O : REALTY INCOME : 4.2800 : $166,197 : 19
OA : ORBITAL ATK : 1.4000 : $11,455 : 2
OHI : OMEGA HEALTH : 8.4800 : $35,165 : 19
OKE : ONEOK : 4.6000 : $133,150 : 19
OKS : ONEOK PART : 7.5200 : $118,498 : 19
ORLY : O REILLY AUTO : 0.0000 : $80,543 : 19
OXY : OCCIDENTAL : 4.3900 : $100,639 : 19
OZRK : BANK OF OZARK : 1.3700 : $427,854 : 19
PAA : PLAINS ALL AMERI : 6.9200 : $102,084 : 19
PANW : PALO ALTO NET : 0.0000 : $25,902 : 6
PAYC : PAYCOM SOFT : 0.0000 : $28,417 : 3
PAYX : PAYCHEX : 3.2000 : $75,046 : 19
PCLN : PRICELINE : 0.0000 : $28,643 : 17
PEP : PEPSICO : 2.9300 : $55,142 : 19
PF : PINNACLE FOODS : 2.2600 : $25,164 : 4
PFE : PFIZER : 3.8300 : $38,599 : 19
PG : PROCTER & GAMBLE : 3.2400 : $55,382 : 19
PHK : PIMCO HIGH INCOME : 3.9800 : $24,577 : 10
PLNT : PLANET FITNESS : 0.000 : $11,633 : 2
PM : PHILIP MORRIS : 4.6200 : $27,495 : 9
PPG : PPG INDUSTRIES : 1.6600 : $56,392 : 19
PRAH : PRA HEALTH : 0.0000 : $24,804 : 2
PRGO : PERRIGO : 0.6600 : $97,018 : 19
PSA : PUBLIC STORAGE : 3.9000 : $128,499 : 19
PSEC : PROSPECT CAP : 12.4200 : $21,462 : 11
PSX : PHILLIPS 66 : 2.9700 : $25,573 : 4
PTY : PIMCO CORPOR : 10.9400 : $27,629 : 11
PYPL : PAYPAL : 0.0000 : $10,569 : 1
QCOM : QUALCOMM : 3.1000 : $330,987 : 19
QSR : RESTAURANT BRAND : 1.4200 : $12,534 : 2
RAI : REYNOLDS AMERI : 3.3700 : $410,081 : 18
*RDSA : ROYAL DUTCH SHELL : 7.4100 : $15,005 : 19
REGN : REGENERON : 0.0000 : $211,717 : 19
RH : RESTORATION HARDWARE : 0.0000 : $7,721 : 5
RMD : RESMED : 2.1200 : $643,066 : 19
ROP : ROPER TECH : 0.6500 : $199,471 : 19
ROST : ROSS STORES : 0.7800 : $646,662 : 19
RSG : REPUBLIC SERVIC : 2.3100 : $42,055 : 19
RTN : RAYTHEON : 1.9800 : $66,491 : 16
RY : ROYAL BANK : 3.7200 : $145,614 : 19
SABR : SABRE CORP : 2.0100 : $14,543 : 4
SAM : BOSTON BEER : 0.0000 : $152,976 : 1
*SAN : BANCO SANTA : 3.8000 : $25,759 : 19
SBUX : STARBUCKS : 1.7500 : $322,871 : 19
SCG : SCANA : 3.2400 : $64,170 : 19
SCHW : SCHWAB : 0.7200 : $266,692 : 19
SE : SPECTRA ENERGY : 3.8600 : $21,614 : 10
SEP : SPECTRA ENERGY : 6.1600 : $24,032 : 10
*SFL : SHIP FINANCE : 12.3700 : $29,242 : 13
SHW : SHERWIN WILLIAMS : 1.2500 : $123,392 : 19
SJM : JM SMUCKER : 2.3600 : $98,205 : 17
SKX : SKECHERS : 0.0000 : $57,000 : 18
SLB : SCHLUMBERGER : 2.4500 : $41,159 : 19
SNA : SNAP ON INC : 1.6600 : $72,192 : 19
SO : SOUTHERN CO : 4.7100 : $46,857 : 19
SODA : SODA STREAM : 0.0000 : $11,654 : 6
SPB : SPECTRUM BRANDS : 1.2300 : $56,836 : 10
SPH : SUBURBAN PROPANE : 11.8600 : $74,504 : 19
SPR : SPIRIT AEROSYSTEM : 0.7000 : $18,319 : 11
SQ : SQUARE : 0.0000 : $10,116 : 1
SRCL : STERICYCLE : 0.0000 : $267,339 : 19
SRE : SEMPRA ENERGY : 3.0100 : $69,516 : 19
STZ : CONSTELLATION BRAN : 1.0200 : $615,275 : 9
SUN : SUNOCO LP : 15.5200 : $13,815 : 5
SWK : STANLEY BLACK : 1.9200 : $70,583 : 19
SWKS : SKYWORKS : 1.4100 : $89,001 : 13
SXL : SUNOCO LOGIST : 8.5800 : $168,621 : 15
SYF : SYNCHRONY FINANC : 1.5300 : $10,942 : 3
SYK : STRYKER : 1.3700 : $180,354 : 19
SYY : SYSCO : 2.4400 : $90,787 : 19
T : AT&T : 5.0800 : $33,478 : 19
TAP : MOLSON COORS : 1.6400 : $155,283 : 19
TCEHY : TENCENT : 0.2400 : $201,966 : 9
TCP : TC PIPELINES : 6.9100 : $113,642 : 18
TD : TORONTO DOMINION : 3.4600 : $143,469 : 19
*TEF : TELEFONICA : 10.5600 : $8,355 : 19
TEVA : TEVA PHARMA : 3.0600 : $82,836 : 19
TGT : TARGET CORP : 3.0800 : $104,612 : 19
THO : THOR INDUSTRIES : 1.4900 : $226,604 : 19
*TICC : TICC CAPITAL : 18.3000 : $15,490 : 19
TJX : TJX COMPANIES : 1.3100 : $387,491 : 19
TLP : TRANSMONTAIGNE : 6.5500 : $35,730 : 12
TMO : THERMO FISHER : 0.4200 : $36,562 : 19
TMUS : T-MOBIL : 0.0000 : $25,473 : 3
TOT : TOTAL SA : 5.7700 : $51,600 : 19
TRGP : TARGA RESOURCES : 7.0200 : $21,576 : 7
TSCO : TRACTOR SUPPLY : 1.2900 : $537,178 : 19
TSM : TIAWAN SEMI : 3.2000 :$114,295 : 19
TSN : TYSON FOODS : 1.5300 : $46,199 : 19
TSRA : TESSERA : 1.7700 : $27,218 : 13
TWO : TWO HARBORS : 11.1800 : $21,438 : 8
TWX : TIME WARNER : 1.7400 : $173,438 : 19
TXN : TEXAS INSTRU : 2.6900 : $108,485 : 19
UA : UNDER ARMOUR : 0.0000 : $112,269 : 12
ULTA : ULTA SALON : 0.0000 : $66,717 : 10
UNH : UNITED HEALTH : 1.6400 : $272,596 : 19
UNP : UNION PACIFIC : 2.4100 : $84,760 : 19
UVE : UNIVERSAL : 2.2200 : $576,776 : 19
V : VISA : 0.8300 : $54,981 : 19
VFC : VF CORP : 2.8900 : $102,960 : 19
VGR : VECTOR GROUP : 7.4500 : $478,103 : 19
VLO : VALERO ENERGY : 3.6800 : $109,531 : 19
VNTV : VANTIV : 0.0000 : $29,572 : 5
VRSN : VERISIGN : 0.0000 : $125,130 : 19
VTR : VENTAS : 4.8200 : $57,492 : 19
VZ : VERIZON : 4.6700 : $34,081 : 19
WAGE : WAGE WORKS : 0.0000 : $65,824 : 4
WBA : WALGREEN : 1.7900 : $111,721 : 19
WEC : WEC ENERGY : 3.5000 : $86,883 : 19
WES : WESTERN GAS PART : 6.0000 : $50,092 : 9
WFC : WELLS FARGO : 2.9100 : $68,050 : 19
WM : WASTE MANAG : 2.3600 : $30,562 : 19
WMT : WALMART : 2.8500 : $69,818 : 19
WPC : WP CAREY : 6.6700 : $93,342 : 19
WPZ : WILLIAMS PART : 9.0900 : $7,828 : 1
WSO : WATSCO : 2.8600 : $102,665 : 19
WTR : AQUA AMERIC : 2.4800 : $106,028 : 19
XEL : XCEL ENERGY : 3.4600 : $45,184 : 19
XOM : EXXON MOBIL : 3.4600 : $55,031 : 19
YY : YY INC : 0.0000 : $31,073 : 5
ZBH : ZIMMER BIOMET : 0.9500 : $36,587 : 16
++SPY : S&P 500 : 2.1 : $31,405 : 19
++SPY added as a comparison benchmark.
* Indicates stocks that I might sell.
In general there seems to be a correlation between high yield and substandard stock price performance (total return).
If the returns for each stock are added up it totals $61,617,911 for $10K invested in each stock. If only $200 was invested in each stock the $70,000 invested the value would be $1,232,358. This is about a 15.9% annual compounded return.
I have been handing the family portfolios since 1991. Being an expert poker player has helped me maintain a clear, concise and unemotional approach to the dynamic world of investing. Investing in stocks, ETF's and mutual funds for over 22 years has given me the experience to refine my approach to the point where my downside risk is generally lower than the norm. I am also a professional musician.
Born in 1934; retired lawyer; full time investor. I analyze investments on an after tax basis. I have both taxable and tax deferred accounts.The investments in my currently taxable accounts are generally tax deferred midstream MLPs.. The investments in my qualified retirement plans are currently BDCs.
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.
I’m a baby boomer, who over the years has been fortunate enough to build some wealth, learn to invest and trade, and yet has not forgotten my basic blue collar, mid-western values. Via Common Cents, I strive to provide a basic, down to earth, main street view of the equity markets, general trends, and specific investment ideas without the Wall Street noise, spin, and complexity. It is my hope that my insights can contribute in a small way to the improved socialization of investment advice for the benefit of all individual investors.
From a background perspective, I have a computer science degree from the University of Illinois, have held senior executive management positions in major IT and management consulting firms, live in the Chicago area with my wife, and enjoy golfing and cheering for Chicago sports teams.
Individual investor from Germany, looking around the world for investment opportunities, especially where options markets are available. The US is head and shoulders regarding Options market liquidity, but there are also (options) opportunities in Europe, mainly in leading indexes and blue chips.
My investments are typically intended for a month or two, with a few "anchor" assets (Mutual Funds and stocks) that I keep long term.
Besides seeking, I guess, alpha (pun intended), I am also very interested in the global picture with a very long-term perspective; including, at times, such things as a back-calculated 200yr-Dow Jones chart, the Gold-Silver ratio or interest rates equally long range; history's boom and busts, war and peace, and how our situation today fits in,.....I could go on forever
Ernie Zerenner, co-founder of PowerOptions, has been an active stock trader for over 40 years and an avid options trader for more than 20 years. Each Saturday he would look in the newspaper to find options with the best return Covered Calls. This process would literally take hours. First he had to find the stocks that looked promising. Second, he had to find the best options. Finally, he had to do calculations to determine the best returns. Ernie thought, "There has to be a better way." In 1997, a colleague and Ernie had an idea - Why not use the power of the Internet to gather the data and use computers to do the calculations. We built a web site to do just that. Ernie used the site to find the best options instead of using the newspaper. Ernie was so excited that he showed it to fellow traders and let them use it also. It was so successful that he decided to open the web site up to the public...and PowerOptions was born. Since 1997, PowerOptions has built a winning team to support and continue development of the tools and strategies offered. PowerOptions now includes over 150 pages in its award winning web site and cover 23 of the most popular option strategies. PowerOptions has been reviewed and acclaimed by many in the industry: Forbes, AAII, Active Trader Magazine, New York Post, and Nightly Business Report to name a few. PowerOptions is so innovative, the US Patent and Trade Office issued us patents in 1997 and 2007. By 2000, we took over operation of OptionFind.com, a site that has similar options search engine capabilities. Many of our subscribers told us that they loved the system, but had trouble finding the time to do their own options research. They suggested that we offer an advisory newsletter service. We released such a service under the name PowerOptionsApplied.com in 2005. This service uses our expertise and patented tools to search out, publish, and manage what we feel are great option trades. We offer Covered Calls, Diagonal Spreads and Iron Condors so far, more of your favorite strategies to come. Also in 2005, we released our first publication in the options education arena. Covered Calls: Aggressive Strategy for the Conservative Investor is a self-study course. It includes a DVD, 130 page book, and a workbook to help beginning option traders learn the basics of the most popular option trading strategy: Covered Calls. The course also includes 2 free months of the PowerOptions online subscription service. In 2008, we released our second and third publications to compliment our self-study covered calls kit... Naked Puts: Power Strategies for Consistent Profits is a beginner level text that illustrates the details of using cash secured puts to acquire stock at a discount and generate income. It covers the basics of the strategy from understanding the theory, entering a new trade and covers all the way through trade management. Protective Option Strategies: Married Puts and Collars covers reliable strategies to generate consistent income and provide insurance, especially during times of financial crisis and uncertainty. Topics of discussion include tips on entering protective strategies and the theories behind them, as well as selecting the right stocks and proper protective combinations for investing in today's volatile market. Also in 2008, we purchased the rights to the RadioActive Trading methodology. This investing methodology is just one strategy that options investors can use, but trading "RadioActively" gives investors a great chance of making money and keeping their capital while they do it. The RadioActiveTrading.com site offers plenty of educational materials to get any investor with any experience level into options trading with the ammunition he needs to be successful. After learning the methodology, investors can implement the trading style themselves with the help of the PowerOptions tools, or look over the shoulder of the RadioActive trading staff as they pick and publish trades to the FISSION advisory newsletter subscribers. Most recently, in 2010, we published our fourth educational text. Iron Condor: Neutral Strategy for Uncommon Profit. The concepts, ideas, rules-of-thumb and real-world examples presented in the text have been gleaned from the PowerOptionsApplied newsletter's successful trading of the strategy. Readers can take the lessons learned by the PowerOptionsApplied newsletter and repeat the good and forgo the bad in order to profitably invest using the Iron Condor strategy. This text presents real-world examples, real-world profits and real-world mistakes, the concept of optimally trading Iron Condors by balancing risk, reward, volatility, stop-losses and other parameters to achieve the best results from trading the strategy. Ernie and his staff are active investors; they use the PowerOptions tools and research every day. The company's staff is personally committed to providing you with quality service and an exceptional value. Please feel free to contact us with any suggestions or problems that you may have. If you are inside the continental US, our toll-free phone number is: (877) 992-7971, for users outside the country, 302-992-7971. If it is easier for you, you can also send us an email message by clicking any of the email links at the bottom of every page in our site.
Former Head of Research and Managing Director for a high yield institutional money manager at a major bank. Now retired and managing my own PA. Wife went back to school and recently just graduated from college so I can't tell people that I'm married to a college coed anymore.
I'm a builder of distribution stream rather than a builder of assets under management. I've structured my assets so that I am now getting more than 2X in cash distributions than my projected expenses. As a result, I am a net buyer rather than a seller. The result is that low stock prices for companies that are doing well is better for me than higher stock prices.
I value companies based upon fundamentals of the business and financial structure. That is how I find investments that are inexpensive to the value of the company. For example, when something happens in Cypress and drives down the price of an MLP without affecting it's gathering and processing of natural gas, I consider it a buying opportunity rather than a time to sell. For those that say that a problem in Cypress leads to problems in the EU, which translates to a slower world economy, which reduces demand for natural gas, which reduces gas prices, reducing production, that eventually hurts the MLP so you should sell, I think is grasping at straws. On the other hand, for every buyer there needs to be a seller. In the end, the market will determine which person is right.
I consider myself a beginner, a learner and a good listener. I try to do two hours(at least) of financial homework everyday to keep my brain running. I enjoy reading all kinds of truth advice on SA articles. I found that I am not alone here. So many to learn and so limited time I have. Do not be surprised that I will ask some simple/silly questions because I am moving my small step.
In: AAPL, JNJ, MMM, UNP, KMB, BMY, LMT, NOC, RTN, GD,UTX, XOM,HP, COP, CVX, PG, IBM, VFC,TRV, DIS, GILD, AVB, PPG, STX, TD, BNS, CM, RY, ED, SO, DTE......
Doing research on: AGIO, BDX, PEP, COST,
ETFTRADR is a part of the BigTrends.com Trading Network and is led by Andrew Hart. As the lead ETF Analyst Andrew noticed a missing link for traders–a dedicated site for active ETF Traders that provides real-time recommendations and quality education. He found that too many traders lacked focus and were using the same methodologies on ETFs as stocks–this does not work, enter ETFTRADR.
We offer 3 core products, two real-time recommendations services and our flagship DVD course ETF ELEMENTS.
Here's a brief description of our core products:
ETFINVESTR: ETF Model Portfolio focused on buying ETFs based on a systematic process using weekly charts.
ETFTRADR: Real-Time Option Recommendations for 30 Core ETFs focused on growth.
ETF ELEMENTS: Learn the ETFTRADR System in our Flagship DVD Course - No Software Needed.
These are interesting and volatile times in the market today. People looking to retire in the next five years have had to change their plans and active traders need to capitalize on volatility more. Trading ETFs creates diversity in an active investor's portfolio and reduces the risk of trading. The focal point of ETFTRADR is to provide quality education to help investors become better traders--you can read my blog everyday here.
ETFTRADR.com launches on March 15, 2010 along with the ETF ELEMENTS DVD set and will provide Active Traders an effective way to diversify their portfolio through ETF trading recommendations. ETFTRADR members receive proprietary trading methods, simple buying option strategies, free auto-trading program, weekly ETFRADR video, and quick & reliable trading support.
It is very hard or impossible to time the broad market consistently — there are no famous investors that got rich by consistently knowing what the broad market would do next. This only makes sense, as there are just too many variables in the broad market. But there are many famous investors who got rich analyzing individual securities, and this is where you should put your focus. You can get an edge in individual securities. Joe Springer was the number 1 ranked stock analyst in the world by tipranks.com. Joe is a Certified Technical Trainer, and enjoys teaching about the stock market as well as managing portfolios. If you would like to follow Joe on Twitter, his handle is @JoeSpringer.
I just joined Actinver, the biggest public Mexican-based Brokerage House, with AUM of over $18 billion.
I am currently a Portfolio Manager and will be glad to be asked anything about the Mexican or US market, as I am a passionate follower of both. If you want to diversify and invest in Mexican companies, feel free to contact me.
I started writing articles in May 2012, keep the feedback coming, I write about anything that interests me at the time, it can be academic, long & short ideas, I am now focusing on company valuations, feel free to suggest a company you would like valued.
Follow me on Twitter @respinosa6
Veteran options-oriented value investor.
Options can make you a riskier speculator - or they can make you a better value investor, a better dividend growth investor, or a better high yield income investor
Incorporating customized and conservative value-oriented option strategies can significantly improve your performance while also helping you overcome the biggest drawbacks to value investing (rare bargain opportunities on truly world class businesses), dividend growth investing (takes too long), and current high yield income (high risk).
For the last 7+ years, via the Great Option Trading Strategies website, I've been publicly advocating and teaching a customized options-oriented approach to acquiring ownership stakes in exceptional businesses at exceptional prices and to generate high yield income from low risk stocks.
True investing works . . . and smart, conservative, customized option trades designed to systematically reduce risk and perpetually lower the cost basis on the long term investor's portfolio makes it work better and faster.
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.
A professional but independent Quantative Analyst and occasional trader now in the midst of forming a new Capital fund.
I believe in the motto, hold for the long term, optimise for the short term; that is ever since my
*Market return and market share based optimization modelling
*banking IT infrastructure
*quantative trading (OpenCL and C++, Java)
*high performance robots
*natural language parsing
* Information extraction from CDS, ABCDS, and OTC Bloomberg runs
We aim to invest for the long term, and only invest short term if our contractual terms allow.
Semi-retired consultant residing in beautiful northeast Georgia. Over 40 years of responsible experience in planning, finances and investment management. Primary focus is on portfolio development for retired (or nearly retired) individuals who do not possess great wealth. The Protected Principal Retirement portfolio seeks medium-high yield vehicles, including dividend stocks, REITs, energy MLP's, and Closed-End funds.
I'm now retired, formerly a security guard in Boston, and a self-taught, self-directed investor. My other interests include history, philosophy and music. I have a high school education (grad. 1967 Division Ave. H. S., Levittown, N.Y.).
I have worked in market research at Proctor and Gamble, and as a systems analyst at AT &T. I have also worked in healthcare, and run a successful internet adventure in addition to being a known indie rock musician. I lost pretty much everything when my business burned 10 plus years ago (underinsured). Illness nearly took me just two years ago, but I am a survivor, and back 100%. During those lean ten years I day traded high risk high dividend stocks and managed to come out with enough to retire. Don't want to do that again. Time to invest for income.
I spend most of my time reading through annual reports looking for a small-cap stock to feature in my monthly edition of "The Conservative Investor Digest." That is where you can find my best work, and that is where I focus my research. You can become a subscriber here: https://gumroad.com/l/HmqJx
I run the long-term investing website "The Conservative Income Investor" which can be found at: www.theconservativeincomeinvestor.com