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Don Dion (firstname.lastname@example.org, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for the Dion family. Don no longer manages money for other families or institutions after selling Dion Money Management to NYC-based Focus Financial Partners in September of 2007 prior to the Great Recession. Don remains one of the largest individual shareholders of Focus Financial Partners. Mr. Dion is the managing trustee of the Dion Family Foundation, which focuses on helping individuals with tuition assistance at Catholic Institutions for grammar school, high school, and college education. The foundation also helps individuals by supporting health care institutions, particularly Massachusetts General Hospital. Don is on three leadership and advisory committees at Massachusetts General Hospital and the Home Base Program (a partnership between Mass General and the Red Sox Foundation). Don consults with Saint Dominic's Academy and served on the executive committee as a trustee of Saint Michaels College. In addition, Mr. Dion is the retired publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provided a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 90,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletter. Its flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers. Mr. Dion is the sole founder and retired C.E.O. of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, FL., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries, He fortunately sold the company to Focus Financial Partners on September 1, 2007 prior to the Great Recession. Mr. Dion was the Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which he founded with Summit Partners in 1988. LTCH went public in 1992 and was acquired by Textron Corp. "TXT" in 1999 for $183M of cash consideration. Don was the Executive Vice President, C.F.O., shareholder and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988. Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982. After law school, Mr Dion was employed as a tax and estate planning lawyer with the Boston firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983. Recently, Don has been spending some of his time researching and strategizing about IPOs, building on his prior experience of successfully taking companies public and six strong years of U.S. IPO returns (2009 to 2015). Mr. Dion can be reached at email@example.com.
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If you copied Don Dion's ratings since 2013 and opened each position for the duration of 1 Year , then 59% of your transactions would have been profitable with an average return of +7.7%.
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I've been in investment management since 1990, currently as the money manager for Worm Capital. I received my law degree from the University of Oregon in 1984, worked as an accountant for the international accounting firm KPMG, then got involved in investing. I've written over 300 columns for The Financial Times, TheStreet.com, Realmoney.com and SeekingAlpha.com.
I hold a PhD in the field of epidemiology a masters degree in public health. My undergraduate training is in policy, economics and the sciences. I have utilized my training in employment with government, academia, private industry and to further analyze the fundamentals and technicals of all manner of companies in different sectors. Specifically, I like to trade growth companies, REITS, biotechnology/ pharmaceuticals, precious metals, blue chips and small-cap companies.
Each market day I get up at 530 am and begin working/analyzing data before my day job. I focus much on current events, earnings, and developments. I also work after market hours to cover after hours developments or interesting action during the day. I aim to conduct 2 analysis per business day, which helps me stay focused on my own finances.
I have been investing for about 10 years. I also enjoy trading short expiration options, and investing in stocks with 3-20 year horizons. I enjoy writing with Seeking Alpha to share my opinion and analyses. I am a large believer in the crowd source model championed by Seeking Alpha and believe every ounce of analysis and opinion should be considered when you invest your personal finances.
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.
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.)
Michael Zielinski is a certified public accountant and enrolled agent. In the past, he has worked for a Big Four accounting firm and an investment bank. He is currently an internet entrepreneur and blogger. Michael writes about precious metals and related issues on the Gold and Silver Blog. (http://goldandsilverblog.com).