The Parsimony community is made up of thousands of do-it-yourself dividend and income investors working toward one common goal...generating consistent income!
Our strategy is simple:1. Buy great dividend stocks at reasonable prices.2. Enhance income with conservative option strategies.3. Manage risk through diversification and exit strategies.
Our research (which includes dividend stock rankings, single stock Buy Zone reports, stock screens, and model portfolios) will give you all the tools you need to build and monitor your own DIY Dividend Portfolio and super charge that portfolio with conservative option strategies (cover calls and cash-secured puts).
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My name is Phil Mause. I am a Senior Advisor with the Pacific Economics Group, focusing on energy, regulatory and valuation issues. I retired from 40 years of law practice earlier this year. I am a yield oriented investor and in the last two years, I have done reasonably well in junk bonds, BDCs, mortgage REITS, and dividend paying blue chip stocks. As an avocation, I dabble in stand up comedy.
Matthew V. Pixa is the President and founder of My Portfolio Guide, LLC. My Portfolio Guide is an independent, fee-only (non-commission) Registered Investment Advisory firm based in the state of California. My Portfolio Guide offers customized investment guidance focused on the needs of individuals from all stages and walks of life.
Matt’s curiosity and passion for investing began during the stock market crash of 1987. Being a new investor without any guidance and coupled with the dramatic events of that period, an interest and passion for becoming a student of the markets was born.
Matt later studied Economics and earned a Bachelor’s degree while also competing as a student-athlete for California State University Long Beach. After advancing his career for 12 years he decided to return to business school and further his education by earning an MBA from the W.P. Carey School of Business at Arizona State University.
Matt was trained and worked as an investment advisor for several of the largest and most widely respected brokerages on Wall Street as well as one of the most eminent private wealth management firms in the nation. Early on in his financial career, he learned that most “advisors” are actually not trained to give unbiased investment advice. Many simply get licensed and then are employed as salespeople to pitch products or build a book of business that is only scalable by outsourcing the relationship to others. It becomes a numbers game and what typically gets left behind is the best interest of the client.
Matt lives in Seal Beach, CA with his wife Cecilia, daughter Isabel, and son Lance. He enjoys coaching youth sports for his children’s teams and also competes in Ironman triathlons as a way to stay fit, disciplined, and blow off any left over energy…
eDividendStocks.com is the ultimate investor guide to dividend stocks, dividend news announcements, high yield dividend stocks and dividend stock picks.
Michael T. Snyder is a graduate of the McIntire School of Commerce at the University of Virginia and has two law degrees from the University of Florida. He is an attorney that has worked for some of the largest and most prominent law firms in Washington D.C. and who now resides outside of Seattle, Washington. He is a very active blogger and is also a respected researcher, writer, speaker and activist. You can follow him on The Economic Collapse blog: http://theeconomiccollapseblog.com/
Alexander Shadunsky began his career in business at a young age, when he became a part of the family newspaper business. After a brief stint in retail, he developed an interest in value investing and has been uncovering undervalued opportunities ever since. He is a regular reader of Seeking Alpha, Value Investor’s Club, and SEC documents.
Currently, Mr. Shadunsky is a small business consultant. He has spent time working on a wide variety of projects including business and equity valuations, corporate finance, business process automation, corporate communications, and strategic branding and positioning.
Mr. Shadunsky earned a bachelor’s degree in Finance from the Rochester Institute of Technology and has studied business at Indiana University as well. Previously, Mr. Shadunsky worked as an equity analyst at Briefing.com where he covered biotechnology and pharmaceutical stocks. He also spent time with Xerox and Merrill Lynch. He is fluent in Russian.
He can be contacted at alexs85(at)gmail.com.
At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Brian Nelson is the President of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at email@example.com.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum
Had a part-time job in high school saved $2,000. Started college, quit my job, and started investing. I now have a Bachelors of Science in Economics fully paid for by that $2,000 investment.
Originally from Cincinnati, I have lived in New York since 2007. I have worked for a startup hedge fund and more recently for W.P. Carey & Company, a real estate investment firm.
I graduated from Colgate University with a Bachelor's in History, and later studied Finance at Columbia University. When not thinking about the market, I am either reading, training for triathlons, watching the Cincinnati Reds, or playing guitar in Central Park.
REIT Wrecks, hosted on www.reitwrecks.com, is a product of the mortgage maelstrom and the investment opportunities it has created in the REIT stocks and commercial real estate debt and equity.
The author has 20 years of experience in the financial services industry, most recently as an Executive Director in the Structured Finance Group of a large investment bank. He now owns and manages a portfolio of multifamily real estate. REIT Wrecks combines a love of writing, a passion for investing, and extensive technical knowledge of the capital markets, including securitizations, conduits and commercial mortgage backed debt and equity.
J. Stephen Castellano founded the investment research and strategy consulting firm Ascendere Associates in 2009, building upon a diversified 20-year career in sell side and buy side equity research. His roles included coverage of the steel industry at PaineWebber and telecom services at Warburg Dillon Read (the predecessors to UBS), where he worked closely with institutional sales people, traders and investment bankers. In addition, he provided analytical support for numerous independent valuation, consulting and investment banking studies, including for mergers, secondary offerings and IPOs.
Holly Thompson founded TWM Today to assist clients in reaching their life goals by providing objective financial guidance. Thompson Wealth Management is a fee-only financial advisory firm. We work solely for you and receive no commissions or compensation from any other source. This eliminates conflicts of interest and allows us to recommend the most cost-effective strategies to meet your needs.
Holly has been active in the investment industry for 25 years as an analyst where her specialties include in-depth research of investments, investment strategies retirement planning, wealth management, equities, ETFs, mutual funds and REITs. Prior to founding TWMToday in 2009, she was an SEC-registered Portfolio Manager for a firm in Houston, Texas where she managed $100MM+ AUM.
A native of Texas, Holly earned her degree in Business Administration from The University of Texas and her Master of Business Administration from Harvard University (2015). When not working or furthering her education, she devotes a considerable amount of her time to various professional and non-profit organizations. Holly has been a regular contributor for Seeking Alpha since 2011 and a blogger for The Motley Fool since April of 2013 and a World Contributor for TheDailyJournalist.com. She is also a long-standing member of American Mensa as well as the 2013-2014 Vice President of Gulf Coast Mensa, the local Houston area chapter. In addition to her role on the Board of Directors, Holly is also Gulf Coast Mensa's Fundraising Chair and has been integral in creating new and innovative scholarship opportunities for students in the region.
Holly also serves as the host and producer of the upcoming MONEY-fax show, a weekly radio/podcast program set for the Houston and Dallas areas. The show will focus on personal finance, investing, college savings and retirement planning geared for the public. The show is directly linked to Holly's latest project, the forthcoming MONEY-fax.com website, an education website tailored for the individual investor. Launch is scheduled for 2014.
Holly is currently a member of:
The National Association of Financial Professionals
The American Association of Individual Investors
Investment Management Consultants Association
“I highly recommend Holly Thompson. I have personally known and been associated with Holly for over 25 years. She has the highest morals and ethics of anyone you could be associated with. Holly is a money making machine! I feel lucky and privileged to do business with her and be associated with her. She is kind, friendly, caring, knowledgeable and incredibly smart. If she doesn’t know the answer, she will find it and get it to you ASAP. I would give her the highest recommendation you could ever give a friend and advisor.” - Jonathan Fowler, Production Manager/Business Development
Robert Freedland is a medical professional by trade and an amateur investor who has been blogging on Stock Pick Bob's Advice since 2003. He has been investing in the stock market for 46 years, having made his first purchase at the age of 13 of five shares of Global Marine in September 1967. He enjoys sharing his philosophy and perspective on investing, both by blogging and podcasting. Visit Bob's blog: Stock Pick Bob's Advice (http://bobsadviceforstocks.tripod.com/bobsadviceforstocks/). Since 2009, he has been managing portfolios on Covestor, which now include Growth and Momentum (http://covestor.com/robert-freedland/growth-and-momentum), Sustained Momentum (http://covestor.com/robert-freedland/sustained-momentum), Healthcare (http://covestor.com/robert-freedland/healthcare) and Large Cap Momentum (http://covestor.com/robert-freedland/large-cap-momentum).
“one of the last great advocates of reason”
We manage a hedge fund that utilizes value investing principles and rigorous analysis.
Prospective investors, financial reporters, etc. can reach us using the Seeking Alpha messaging platform.
I’m a swing trader of momentum stocks with a holding period of anywhere from a few hours to a few months. I run a number of screens to locate the strongest/weakest stocks out there, using technical analysis to determine my entries and exits. Trying to calculate the intrinsic value of stocks in my opinion is out of date and there is wisdom in crowds.I've developed a market timing system that determines when it's best to be long, short or on the sidelines, using a number of proprietary indicators based on many time frames. I believe that to have longevity in this field one must find ways to calm the mind and trade from a detached point of view. Emotionless trading will allow you to respond to what's going on right now in the markets, rather than reacting to daily fluctuations.View my personal blog http://zentrader.ca/
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.