Living life making multiplications is such an important hopefully, daily event. As it has been for decades now. Each day does bring different DATA / events which may pertain or not to each trading vehicle/vessel. The Revenue Avenues are important in this stage in my Trading, and Life, now as well before personally and Professionally . Dividend Re-Investment especially with a Discount multiplies yours / mine quite well in the compounding . Monthly and/or Daily, IMHO, is best. EG: One of my kin was the first Woman, ever, having seat(s) on the NYSE! A Quaker. ( Who was she ?) SHe changed faith to be buried in Vt. next to her husband and have a tombstone , as Quakers do not believe in them. We were the original S.O.E.S. ( Small Order Execution System ) which we set up to give an equal footing trading, common investor vs the behemoths ,also Member on the NYSE AMEX Exchanges , OTC, NASDAQ, BSX, PHX..TSE, I was.. Still American Fiscal Conservative and realist. American Republican as President Abraham Lincoln was our first! US Major Gen. Benjamin Butler's monument so reads. "the true touchstone of civil liberty is not that all men are equal but that every man has the right to be the equal of every other man - if he can." " UK Premier Harold Wilson:"He who rejects change is the architect of decay. The only human institution which rejects progress is the cemetery." GOD Bless the USA! GOD Bless you too!
Not too much to say...I have been investing since I was 10-years old as my grandpa gave me 1 shares of: GT- Goodyear tire and rubber @ $30. and 1 share of TDY- Teledyne way back when at: $15. a share. The Goodyear went to $45. and the Teledyne went to $128.50., and as the story goes after that I was hooked on stocks. More to come as and if I comment on other stocks.
I'm an individual investor who has been investing for over 40 years. I work in healthcare and am focused on maintaining a portfolio that will provide me with an income stream in retirement. Currently I own: ADP, APPL, ABBV, AFL, APU, BDX, CVS, CVX, DE, DIS, EMR, GIS, HEP, IBM, JNJ, KO, LMT, LXP, MCD, MAIN, MMM, MMP, PG, SO, GIS T, VZ, WPC, WPZ, XOM. GPC, O, OHI, WMT, ITW, HCP, LMT, MO, MSFT
Mike has over a decade of market experience including professional work, research, and trading. He currently works as a wealth consultant in New York City. His investment strategy is conservative, with a focus on producing income for retirement. Mike holds undergraduate and master's degrees in business, with concentrations in both finance and marketing. Mike has worked previously in the public sector for the federal government and also in the insurance industry. For pleasure, Mike is an avid tennis player and coach.
A do-it-yourself investor that has suffered too many losses by being a good little investor and giving my money to professional money managers that were put into mutual funds.
Now after dotcom and housing bubbles, I realize that I can just as easily lose 50% of my money without charging management fees.
My investment work is strictly non-professional. I seek to maximize value by developing data-rich, bottom-up models that forecast future company performance based on prior history. I focus on companies in the energy sector that deliver value to investors through regular distributions.
Professionally, I'm an engineer with experience in statistical process analysis.
Investor/trader since 1970 - Now retired but self employed at horse/cattle ranch.
US Army 10 years - Major - assoc prof Chem at West Point
Senior engineer in production and quality control
Corp tech director and then General Manager as started up and ran Japanese transplant facility.
Very conservative: Business is RRR - Right of Rush Ranch.
Investment strategy: Bottom feeder Buy when MARKET and stock is low and sell when multi year highs are reached.
Now into high income stuff like REITS MLP's and Tax Free CEF's that have been beaten down by shorts and weak hands.
In cyberspace, I am best known as MackTheKnife, the winner of the Zacks $100,000 Challenge 2007. In meatspace, I am best known as J.J. McGrath, an editor and writer based in New York. You can follow me @JJMcGrath3000 on Twitter, as JJMcGrath on StockTwits and as J.J. McGrath on Google+.
Ph.D. economics and Finance MBA finance
Globe Institute of Technology
Professor – Economics and Finance, Chair of Business Department
Colorado Technical University
Adjunct Professor – courses: Applied Managerial Finance (Graduate Level), Microeconomics, International Finance
European School Of Economics (New York Campus)
Adjunct Professor – Economics (Graduate Level) Courses taught: Microeconomics
Metropolitan College of New York
Adjunct Professor – Economics, Banking and Finance
Courses taught: History of Economic Thought, Macroeconomics, Money and Financial Institutions
World Gold Council
New York, NY
• Constructed econometric models relating to gold's role as a portfolio diversifier primarily aimed at institutional investors.
• Focused on models of the embedded optionality of gold in terms of its relation to other investment assets and economic fundamentals such as inflation and business conditions.
Founder and President, Internet Startup company with polling and investment advice websites.
Fundamental Portfolio Advisors, Inc.
Chief Portfolio Strategist – President
• At the predecessor company I started the New York Muni Fund, the first single state triple tax-free municipal bond fund.
• I took the fund from a one-employee start-up where I performed every function to a family of mutual funds which had five funds with total assets above $300 million and which did all of its distribution, accounting and transfer in-house.
• I wrote the initial prospectus and was responsible for managing the portfolios of what eventually grew to be a family of 5 mutual funds.
• Was chief economist for parent company’s brokerage affiliate.
• Involved on the buy-side in the development and monitoring of various structured municipal finance products. Worked with major issuers such as New York City and major investment banks such as Merrill Lynch and Goldman Sachs.
• Designed and submitted a U.S. Patent Application for a portfolio management system for mutual funds involving derivatives.
Note: In 1996 Fundamental Portfolio Advisors and myself were subject to civil litigation by the SEC which resulted in deregistration and a permanent bar from the securities industry.
A. Gary Shilling & Co.
Senior Economist – Vice President
Economic consulting, modeling and forecasting. Both macro and micro.
• Clients included: Emerson Electric, Bethlehem Steel, Castle & Cooke, Cooper Industries and the U.S. Department of Transportation.
• I was the author of the 1979 study commissioned by the U.S. Government Interstate Commerce Commission, which calculated the expected economic impact of trucking deregulation.
White, Weld & Co, Inc.
• White, Weld was the sixth largest investment banking and brokerage firm when Merrill Lynch bought it.
• Extensive work was done on the All-American Pipeline Proposal to tap the Alaskan Gas Reserves.
• The economics department of White, Weld formed A. Gary Shilling & Co. at the time of the Merrill Lynch merger.
American Stock Exchange
New York University
June 1978 Ph.D.
• Ph.D. dual field, economics and finance.
• Doctoral dissertation was in contingency claims (options) theory
June 1973 MBA with concentration in economics and finance
NYU Engineering School
June 1971 Bachelor of Science - Nuclear Engineering Tau Beta Pi
Analysis of the Embedded Inflation Optionality in Gold Prices. World Gold Council, 2000. New York, N.Y.
The Economic Impact of Trucking Deregulation. Interstate Commerce Commission, 1979, Washington D.C.
My investment style changes with the environment. While I prefer long-term and once liked Preferred Stocks, and Bonds, I have transitioned over the years to shorter time horizons. Unfortunately the extremely unstable financial situation we are currently living in result in many sector revolutions. These changes, caused by technology and regulation, requires an individual to be either nimble or well-endowed financially. since my assets are limited, I need to be nimble. with a larger base of assets, I would be able to sit out the disturbing asset value cycles, the way a Warren Buffet can.
I am trained in Engineering, Finance, Quality Assurance. Having been experienced in Military, Nuclear Power, Communications, Real Estate and Securities Investing.
Prior and existing qualifications include Professional Engineering Licenses, Securities Licenses (Series 7, 63, etc) Insurance Sales, and various military quals including PACOM ACTION OFFICER, CDO, OOD (F), EOOW, and LSO
As a Naval Engineer, have managed operations of up to 2000 people worldwide and $200,000,000/ year budget. He has had various careers, including Political appointee (8 yrs), home builder (3 yrs), Naval Officer 30 years), Engineer (40 years), Investor (20 years). As you might guess, some of these years overlap, or I am about 110 years old.
Currently manage real estate in Hawaii and North Carolina and family trust investments.
I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. In addition, my services include a review of individual portfolios along with education of portfolio management techniques.
I have been a Registered Investment Advisor, financial author, and entrepreneur. I bring a variety of expertise to my clients, from personal investment planning and management to stock market analysis skills. I am the creator of the investment newsletter Power Investing with DRIPs focused on timely selections of dividend paying stocks. I have also published two books through McGraw Hill, All About DRIPs and DSPs, and The StreetSmart Guide to Overlooked Stocks.
My work experience covers a variety of fields.Prior to being a RIA, I spent 15 years as a corporate manager at Georgia-Pacific Corp before venturing out on my own, operating several businesses from manufacturing to export marketing management. President Ronald Reagan appointed me to the National Advisory Council overseeing the Small Business Administration from 1988 to 1991.
Now comes the obligatory disclaimers: The opinions and any recommendations expressed in this commentary are those of the author . None of the information or opinions expressed in this article constitutes a solicitation for the purchase or sale of any security or other instrument. Nothing in this commentary constitutes investment advice and any recommendations that may be contained herein have not been based upon a consideration of the investment objectives, financial situation or particular needs of any specific recipient. Any purchase or sale activity in any securities or other instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. The information contained in this report does not purport to be a complete description of the securities market, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and subject to change without notice. Either Mr. Fisher or his employer, if any, may hold or control long or short positions in the securities or instruments mentioned.
Elliott Gue knows energy. Since earning his bachelor’s and master’s degrees from the University of London, Elliott has dedicated himself to learning the ins and outs of this dynamic sector, scouring trade magazines, attending industry conferences, touring facilities and meeting with management teams.
For seven years, Elliott Gue shared his expertise and stock-picking abilities with individual investors through a highly regarded, energy-focused research publication. Elliott Gue’s knowledge of the sector and prescient investment calls prompted the official program of the 2008 G-8 Summit in Tokyo to call him “the world’s leading energy strategist.”
He has also appeared on CNBC and Bloomberg TV and has been quoted in a number of major publications, including Barron’s, Forbes and the Washington Post.
In October 2012, Elliott Gue launched the Energy & Income Advisor (www.EnergyandIncomeAdvisor.com), a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.
The masthead may have changed, but subscribers can expect the same in-depth analysis and rational assessments of investment opportunities in the energy sector.
LL.M Oil & Gas Law
LL.B Law (Hons)
Diploma in Professional Legal Practice (All at the University of Aberdeen)
Self-taught in investing from the age of 17. Subsequently, I have been managing anglo-american share portfolios for myself and my family.
Send me a message for any queries.
I am or have been a retired Fortune 500 information technology manager, engineer, stock market student and investor, real estate investor, house builder, pilot, triathlete, world traveler, mountain-climber, marathon runner, biker, boater and beer brewer. Most successful investments: one daughter is a medical doctor, the other daughter currently in medical school.
My position is that one should not just aim to retire, but to retire SUCCESSFULLY. This means having sufficient wealth and income for a worry-free retirement, being physically fit, healthy and active, and having one or more passions that keep you excited about life. My primary non-family retirement passions are investing, physical fitness and traveling often to new and exciting locations.
My wife and I each retired at 55 from our corporate jobs and are enjoying our successful retirements. I have been retired for over 10 years. We started with college degrees in accounting (she) and engineering (me) and zero money. We are living proof that diligent saving and investing, and living on way less than you earn, can result in an early, successful retirement. Currently our investment portfolio consists of a mid-seven figures mixture of securities and income-producing real estate.
Founder and former Fund Manager at University of Missouri Investment Group. My focus was to build a fund to generate notable returns for the group and to manage risk for UMIG's portfolios.
My approach to investments generally stems from bottom-up fundamental/intrinsic value analysis and opportunistic investments based on market overreactions to news. My writing, in general, is about under covered securities, undervalued securities, behavioral investment, and things that I believe to be arbitrage opportunities based on odd security behavior or misinterpretation of fair value.
I am a finance professional working in private equity, making direct, leveraged buyout investments in privately owned businesses. While I enjoy deal making, my passion is to continue to grow as an investor in both the private and public markets. I seek to use this medium to continue to build my knowledge-base of the public markets and to flesh out investment ideas for my personal portfolio.
I graduated Summa Cum Laude from the University of Maryland with a double major in accounting and finance, along with minor concentrations in economics and entrepreneurship. I also completed a 3-month entrepreneurship program at Stanford University.
I am primarily a mid-to-long term investor and believe in using thorough analysis and valuation methodologies to achieve outstanding risk-adjusted returns over a longer time horizon.
Throughout my career, I have gained significant experience working in the following areas:
-Private equity (leveraged buyouts)
-Corporate finance (General Electric's financial leadership program)
-Co-founder of several start-ups
My long term career goal is to start my own fund making investments in the private equity, venture capital, or hedge fund space.
Note - Additional Disclosure: I work for a private equity fund which makes investments in small, private companies, typically less than $100mm of equity value/market cap. The Compliance Officer at my fund maintains a list of stocks that could materially impact our investments. Therefore, I do not invest in or write about any stocks on that list at the time of writing. As a further check, I am required to submit a list of all stock trades quarterly and keep a record of my full portfolio with the Compliance Officer at my firm, which the SEC has access to at any time.
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.
Marina Avilkina is the person behind 'Timing Best Buy'. She is an Associate Professor and hold Ph.D. degree in Economics. She is the author of three books on finance published in. She is also business writer, academic researcher and investor.
"My forte is Finance. I am particularly focused on investigating stock trends. I utilize my financial and economic experience, as well as thorough research, to gauge the progress and outlook of individual stocks. My goal is to provide relevant information and prudent advice to investors, helping them make informed and sensible investment decisions."
Portfolio Manager and Research Analyst at Opus Capital Management. Opinions I express here are my own and should not be construed as reflecting the viewpoints of my employer.
Marty Hu graduated from Stanford University with a degree in Computer Science and Phi Beta Kappa / Tau Beta Pi Honors. He is now pursuing a technology start-up full time but still enjoys value investing on the side.
I take a long term, value oriented approach to identifying sources of highly attractive returns. While I do not go short, my returns are significantly less correlated with market averages than those of a typical long-only investor.
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.
10 years of experience as a natural gas and wholesale electricity trader for a large merchant energy company, where I generated over $10 million of average gross margin per year. I am currently managing my own capital trading energy commodities and related equities.
Currently an independent consultant for ship management, shipping, energy, and oil services companies. I grew up around shipping, mostly with a knowledge of tankers and liners. Several family members currently work, or have worked, for major oil and oil services companies. My main investment strategy begins with anything in or on the ocean, from rigs, to ships, to ROVs and more.
I have a prior professional history in research and information gathering. Some of that research ability is used for a major think tank involved in global geopolitical risk assessment. I've been writing macro-investment research outlook articles for private equity companies, until recent involvement with a technology start-up.
Have been investing for myself and my family for over 50 years. Retired sociology professor who also started and sold 3 retail stores over my career in teaching. Since I am retired, i am looking for stocks that pay dividends and offer some growth to keep up with inflation.
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.