Website: www.DGIfortheDIY.com I am a Civil Engineer, who is married with three kids under the age of 6. In early 2013 I took a more active role in managing my IRA for retirement and decided to publicly share my experiences in building the portfolio. My hope is to provide a positive example for other young do-it-yourself investors as they save for retirement on a limited budget. My interest in investing mostly began in 2005 when I started up an investment club with a few friends from college and has accelerated as I've been reading and learning along the way. Since then, investing and the stock market has become a passion and favorite hobby and I've enjoyed writing about stocks and sharing ideas I have here on Seeking Alpha. My investing goals are to build a nest egg for retirement and fund college education accounts for my kids. I invest mainly in dividend paying stocks that have shown a history of consistent growth in earnings and dividend payouts.
Our family finances have focused on growth through the use of mutual funds. Now we are on a path to convert from a growth to an income strategy as we approach retirement in 1 years.
US Stocks; BAC, BP, CVX, ED, GE, GIS, GM, JNJ,JPM, KMI, KO, MCD, PEP, PM, PG, RTN, XOM
Canadian Stocks: ADW.A, ACO..X, BBD.B, BCE, BOM, CM. CU, CNQ, CSW.B, CTC.A, CVE, EMA, ENB, FTS FTT, H, IPL, KBL, L, MFC, NWC, RCI.B, SU, QSR, TRP, T, TD, TPK, VNR, WEED, XTC
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.
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HFIR Natural Gas is the natural gas arm of HFI Research.
HFIR Natural Gas prides itself in offering variant perception investment research in macro natural gas analysis.
Due to high demand for HFI Research's natural gas premium only offering, we have decided to launch a cheaper premium service, HFI Research Natural Gas, for natural gas followers.
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If you've landed here, it's either in error or because you are a little curious. Please indulge me for a moment: I signed up as a contributor to publish in September, 2017 the ten-series of artlcles on what Senior Editor Gil Weinreich featured as 'America's Future Finances'. I consider this the single most important matter that will affect nearly everyone in the U.S. in the next two decades. Risk has two components: probability and severity. Collectively, the eight financial challenges addressed in the series, unless they reverse course soon, will rise to the maximum level of both.
Sound like an oversell? Maybe, but you decide. (For credibility, I've published only 11 articles as a newbie author as of this writing, 4 of which have garnered 'Editor's Pick' status.) Please consider a short investment of your time - a 20 second page-down scan of the final article 10, which summarizes the series. Then, consider whether it is worth your investment of time to read the supporting evidence in the articles, which I cited from over 50 articles and other sources, and invested over 150 hours in researching, developing, drafting, and editing. Then, objectively decide for yourself.
We have many growing concerns in this nation (name your poison: opioids, ineffective politicians, terrorism and rogue nation threats, global warming, others). May I suggest you consider thoughtfully where this ranks within the next 20 years in terms of probability, severity, length, and pervasiveness affecting most every living American. I promise you that your awareness of the challenges we face will be sobering, how you think about investing for retirement will change, and that your time invested will be well worth it.
Nearly 40-year, and now retired, CPA. Former experience includes audit and tax work with small and large CPA firms (including as a manager with a 'Big Eight' firm) for companies ranging in size from shoebox records to 10q and 10q reviews (and audit) for a Fortune 500. Also served in various private companies as controller/CFO.
Spent the last 21 years prior to retirement with several municipalities as Finance Director (former CPFO, CGFM, CNA) with background in all aspects of financial and treasury management. This included investment of a $25m portfolio in fixed income investments, and issuances of SEC-registered municipal bonds (writing the POS's and OS's), including a trip to Wall Street to meet with Moody's for a bond rating and for a bond insurance meeting (which included a cool visit on the floor of the NYSE during the trading day, pre- 9/11).
I also benefit from a series four week-long seminars on real estate economic development training via classes and tests to become certified as an Economic Development Finance Professional (EDFP). (Never used one bit of it in my career, but it sure helps to understand IRR's etc for REITs now.)
Beyond the CPA-type details, macro-focused and long-term strategic thinker and investor since the early 1980s focused on DGI of revenue-growing cash-flow cows. As a retiree, I prefer investments to companies with 1) steady, monthly, growing top line revenue, 2) growing cash flow and income and dividends, 3) strong long-term runway for product/service demand, 4) with strong controls over expenses and little overhead %. Investing for both growing dividends and total return. These characteristics, particularly increasing dividends during hard times, build wealth over time by compounding including reinvestment in the Roth and traditional IRAs. I find many selective REITs to strongly fulfill these specific portfolio criteria more than many non-reits (particularly economic-sensitive including cyclicals and banks). My holdings have changed over recent years and will change going forward as I continue to learn and tweak my portfolio. While I would prefer to be a long-term buy monitor investor, I've recognized that circumstances change over time, and what was once a great investment may no longer be. While I am presently focused on data center, tower, and fiber reits, I also expect in the future to evaluate many other investment choices.
As a retiree, I'm not a trader. I prefer owning companies with great fundamentals versus more riskier options. This means fewer worries about the thousands of minute-by-minute price overreactions when Mr. Market has another bi-polar manic tantrum. When prices drop, I just remind myself that I own great companies with strong fundamentals in sound long-term growing businesses having growing cash flows and dividends. Selloffs are awesome opportunities: value buying matters enormously, having learned that overpaying has been my greatest mistake, but one of the best lessons learned.
My career experience In accounting and finance provides critical skills sets for investing, of which one of the best is recognizing the exponential wealth-building power of reinvestment of divvies in deferred/tax free accounts.
SA handle explanation: photo - Lennon Rickenbacker 350 model. former member of 60's/Beatles bands, harp, keyboards, backing vocals, occasional lead vocal. Met McCartney a couple of times in '74 at his home in St. Johns Wood, a few blocks from EMI studios at Abbey Road (if you're going to London). Got hooked at that point.
I'm a private investor looking for investment ideas for my personal retirement that will hopefully arrive in 2030. After hiring advisers and just barely breaking even for many years, I started taking control of my own investing in 2005. I started out learning from the Motley Fool Stock Advisor and Hidden Gems newsletter services. I learned a lot about basic investing, but found the recommendations very hit or miss. I fared pretty well during the great recession of 2008/2009 and had the fortitude to be a buyer instead of a seller. My portfolio recovered well, but as my portfolio grew I began to dread the earnings announcements of my high growth companies and their volatility. I started seeking an alternative way to invest and found Seeking Alpha and David Van Knapp, whose articles just made sense to me. Since 2010 have been focused on building a widely diversified dividend growth portfolio. I am President and sole owner of a small corporation that performs Process Control/SCADA IT related consulting for the Oil and Gas industry. I also formerly owned a small number of rental properties in Alberta and Texas.
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions. I've been trading professionally for about 20 years.
I have a Marketplace service here on Seeking Alpha called Idea Generator that's focused on real-time actionable ideas based on valuation and catalysts. The Idea Generator portfolio has beat the S&P 500 by more than 48% in 28 months.
I also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and markets (in Portuguese).
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others). I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
I primarily invest in high quality, durable companies with the goal of building a reliable and growing passive income stream that will eventually be sufficient to replace earned income.
Each quarter I review a slate of analyst assessments of quality: Value Line's safety and financial strength assessments; S&P's credit rating; and Morningstar's credit rating and moat and stewardship assessments. For those interested in any or all of these ratings and rankings, I post the results in my SA blog.
I joined Seeking Alpha in 2016 as its designated Dividends & Income editor. Previously, I was a deputy managing editor and before that a copy editor at TheStreet for 10 years, and an assistant editor at the Washington City Paper and managing editor at LATINA Style magazine. I have a BA in English from Amherst College and an MFA in fiction writing from NYU. I live outside of Boston with my husband, two small children and two large cats.
I am Seeking Alpha's CEO and Editor-in-Chief. My love for the stock markets goes back to when I was a kid. Who else remembers combing through the stock quotes at the back of the business section of your local paper?
I joined Seeking Alpha in 2006 and launched Wall Street Breakfast and Market Currents, our top-of-class short-form breaking news for investors. In 2010 I became editor-in-chief and in 2015 I became CEO.
I live in Jerusalem with my wife and a bunch of exceptional kids. Most days, you'll find me making the commute from Jerusalem to Raanana. Occasionally I get to work from my home-office, from where I keep an eye on the beautiful Judean Hills.
To contact me, send me a direct message, or email me at email@example.com.
September on the Henry's Fork is magical. Early in the month you can get some terrestrial action at Harriman Park. The mahogany duns come off in September, and midges and blue winged olives are aplenty just about everywhere. The daytime weather is warm and sunny, and the nights are cool as it heads towards fall.
I enjoy fishing the entire river, but my favorite stretch is from just above the Highway 20 bridge down to the Fun Farm. There's a big flat rock a bit above the bridge where you can stand and cast to rising fish when the water drops. I once stood there and caught about 50 in an afternoon. There wasn't one above 10 inches, but I didn't care. The weather was beautiful and I was alone on my rock.
My wife and I moved from Southeast Idaho in 2011. Now I fish the Henry's and the South Fork of the Snake when I go back to visit. It's a great place to be during the summer and fall, but I don't enjoy living in a cold weather climate, and we now live in the Southwest.
I realize this profile so far has been about fishing, not investing. To that I say that fishing is a big part of my life, so it's part of my profile.
Fishing is like investing. You have to be patient and be able to adapt to changing conditions, but you also have to have specific knowledge and good technique. I can say with confidence and without arrogance that, at least on my own waters, I'm a good fisherman. I hope to use the same skillset to become a good investor.
I started out my working career after I received a degree in Business Admin. I got a CPA certificate and worked as an auditor for a couple of years, then went into the insurance industry.
In my early 30's I started work as a support contractor to the Department of Energy. I spent most of that time in Idaho, then moved to Tennessee in 2011. As far as what I actually did, I spent my time in support funtions - Internal Audit, Finance, Program Management and Project Controls.
Somehow wherever I was, I seemed to be the guy that got stuck with the job no one else wanted, usually because no one could figure it out. It was usually something like "we haven't reconciled this bank account since we started issuing 12,000 checks per month over a year ago. Can you do it?" Or, "we're setting up service centers on our new integrated accounting system. Are you up for that?"
I always was, and I was somehow able to stay employed for a long time. Now I'm not. I spend a lot of time on Seeking Alpha looking for interesting ways to help me manage our money better. I've made plenty of mistakes, although lately I feel better about the results. Maybe I'm getting better at reading the investment waters.
When I'm not managing our money, my wife and I spend a lot of time riding our bikes, walking, and enjoying our time together.
The picture was taken at the Warm River boat launch. There's a concrete box across the river from the launch, and my friend Schubert took this picture of me and my grandson Sam standing on it. Sam's now 15 and as tall as me, but I have fond memories of that day and will always treasure this photo.
I work on the crossroads of design, branding, consumer research and product development. Occasionally, I buy shares of companies, whose industry I understand or work in.
However, I take capitalism and its machinations with the necessary spoonful of quality Swedish stone salt.
A few years ago, I was looking through my 401k statement and noticed a rather glaring reality – the mutual funds that I had the option to invest in were all underperforming their peers, while dwarfing their expense ratios.
I had the sneaking suspicion that I could do better myself. A few years in, and I still do. My writing is essentially my journey in managing my 401k myself. And as SA is such a valuable resource filled with people smarter than I, it often results in deeper knowledge. I don’t have the time or see the point in having a “model” portfolio, because nothing about a model portfolio ultimately matters.
If you follow me, you will get my efforts to find high-quality companies, updates and rationale for all the moves I make, as well as rearview analysis on my life as an investor – what I have learned and the mistakes I have made – so that you can avoid making them as well. All of this without having to whip out your credit card.
I wish you good luck and great investing!
I manage a $1B+ portfolio for a family office. Our investments include bonds, equities, hedge funds, and private investments with a wide geographical and asset class dispersion. I have a J.D. degree from Yale Law School and practiced for 30 years as a trial lawyer in commercial cases.
The fellow in my icon is Galileo Galilei, who famously said: Eppur si muove.
I say, less famously: Time is the only reliable solvent of idiocy.
You can follow me on Twitter where I am @MontanaSkeptic1
Author of Beyond the Hype, a comprehensive emerging technology stock analysis and discussion service on Seeking Alpha Marketplace. Currently, we focus on identifying and investing in the renewable energy, storage, EV, autonomous vehicle, CPU, and GPU markets.
Beyond the Hype is different because it is dedicated to cutting through management and Wall Street commentary and providing fresh and insightful perspectives from a mid-market M&A consultant specializing in the technology and energy industries who's also been an individual Investor for over 25 years. The platform is about growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.
Beyond the Hype is different because it is dedicated to cutting through management and Wall Street commentary and providing fresh and insightful perspectives on companies and investments. We see through hype, show the true value of companies, and make investments safer. A lot of views tend to be controversial, against the grain, and remarkably accurate.
In investing, people typically talk about high risk, high reward. At Beyond The Hype, we would like to do a little better. Our motto is: Low Risk, High Reward
Volte-Face Investments represents the writings of an independent investment manager who managed a long/short equity fund. The author worked for a major Wall Street firm for 12 years before leaving to start his own business in 2009. Since then he has been pursuing investment management full time. The purpose of the articles is to explain the thinking with regards to a particular investment opportunity and to provide readers with a foundation from which they can begin their own due diligence. Volte-Face Investment's writings are not solicitations to transact any security. For further information or consulting, please contact via direct message or direct message on twitter @voltefaceinvest