I started investing during the tech bubble and lost quite a bit from 1999 to 2002. After that I slowly moved on to cyclical (capital goods, manufacturing) and financial services stocks. I have been on the sidelines for last several years "fearing" a major correction or not seeing the fundamental reasons for DOW to go from 6000 to 25000. I hold more than 60 stocks and more than 90% of my holdings are dividend growth stocks. At least 20 of my holdings are extremely tiny and deserve to be sold. I am short TSLA, NFLX, CMG, CRM and AMZN.
Gold Finder has a BSc in Chemistry from the University of Amsterdam and is currently studying at the Rheinische Friedrich-Wilhelms Universität for his MSc Chemistry. He is fascinated by the financial markets and plans to grow his wealth through investments in long-term well performing equity. In addition, he manages a family equity portfolio.
For my long term positions, see my most recent blog or articles.
I'm an Army veteran and former energy dividend writer for The Motley Fool. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams, and enrich their lives. With 22 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 5% to 6% yield
2. Offers 6% to 7% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
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The writer is a long term value investor and M.Sc graduate in Financial Markets with over 10 years experience. Value can be found in both long and short ideas and uses options to enhance the risk-return profile of investment ideas.
Disclaimer: This article provides opinions and information, but does not contain recommendations or personal investment advice to any specific person for any particular purpose. Do your own research or obtain suitable personal advice.
Labutes IR is an Equities Portfolio Manager since then end of 2014, with close to 12 years' of experience in the financial markets.
I'm part of the Equities team at a small asset manager based in Europe. My stock picking approach is a mix of quantitative and fundamental analysis, a methodology that has allowed me to beat benchmarks (on average) over the past three years.
Under my coverage is the Financial sector (including Banks, Insurance, Real Estate and Diversified Financials) on a Pan-European basis (Eurozone, UK, Switzerland and Scandinavia).
Since mid-2016, I also manage a concentrated portfolio (mainly large-caps) of U.S. Financials, with performance solidly above benchmark since inception.
Previously, I was a generalist buy-side financial analyst covering equities, fixed income and derivatives.
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, sustainability, and personal objectives. While the past may be instructive, Aloisi cautions on over reliance.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi voluntarily serves as VP of his local school board.
Cory Renauer is a long-term dividend-growth investor. He is always on the lookout for well managed companies with predictable earnings growth, significant economic advantages over their competitors, and a commitment to increasing shareholder value.
I am a chemical engineer with a MS in Food Technology and Economics. I am also the author of 2 mathematics books ("Arithmetic calculations without a calculator" and "Word Problems") and perform almost all the calculations in my mind, without a calculator, making it easier to make immediate investing decisions among many alternatives. I invest applying fundamental and technical analysis and mainly use options as a tool for both investing and trading. In my spare time, I follow Warren Buffett's principle: "Some men read playboy. I read financial statements".
Paul Wagner, author of "The Duly Diligent Stock Investor", a well-reviewed book written for new investors (available here) is a seasoned stock investor with a long background in financial analysis and portfolio management. His first career managing portfolios of secured debt lasted 25 years with Heller Financial, a Chicago-based international secured lender to middle market companies. He left his position there as Senior Credit Officer of Heller's Current Asset Management Group in 1997.
That year he began his second career where he drew upon his analytical skills to create and manage his own portfolios of publicly-traded securities. His success in that career has come in the form of a 100% reliance on his investment returns to fund his lifestyle for over 20 years.
Drawing on his 46 years of experience managing both debt and equity portfolios, he has contributed several articles to Seeking Alpha members and frequently offers his comments on the articles of other contributors.
My name is Nick Mackintosh, born in May of 1988 and I am currently residing in London, UK. I got involved in the financial markets during 2010 after my poker career ended due to online poker becoming illegal in the USA. The 2 things I most enjoy in my life are card games and the stock market, influenced by my grandfather. I had always enjoyed movies such as Wall Street / Boiler Room / Trading Places / Rogue Trader but what really piqued my interest was Million Dollar Traders featuring Anton Kreil and Lex Van Dam from Goldman Sachs. I read every book I could get my hands on for technical and fundamental analysis and traded a demo account for a while before making my first deposit. My first major setback was during the announcement of Greece and potentially Spain needing a bailout, I was heavily leveraged in the financial sector at the time which included a lot of bank stocks. This quickly wiped out my first account. Second setback was deciding I could be a day-trader by scalping the forex market such as the EUR/USD or GBP/USD pair for 5 pips per trade several times a day. Even though some technical strategies can and do work, the idea is ludicrous when you factor in the spread/commission charges and the general risk of it. I started to slowly wake up and become known as a Turtle, which is basically trend following several currency pairs (or stocks for that matter) on a weekly time frame. If your analysis is right, the bigger the time frame the more chance you have of being proven right due to not being whipsawed out of the trade during volatile news announcements such as Unemployment Figures of the Non-Farm Payroll. My true love for the financial markets had always been fundamental analysis in stocks. I have spent a lot of time researching companies I am interested in. Not only do I try to figure out their business model and project growth. We also have to factor in the company's competitors and how they can do during economic turmoil by looking at their balance sheets and cash flow. Long story short I am a long only investor who has moved from Dividend Growth to a High Yield portfolio, consisting of mainly Regulated Investment Companies. This is due to them being required by law, to distribute at least 90% of their earnings to shareholders.
A veteran of the pharma industry. Specializing in the analysis of small pharma companies with a focus on the pipeline and opportunities for licensing or major deals with large pharma. Financial analysis including burn rate, venture capital funding, and cash flow.
To those who had been following my articles, I apologize for my abrupt exit from posting on SA. In mid-2015, I decided that sharing my investing views with everyone on Earth with computer access just wasn't worthwhile, since that inherently includes some problematic individuals. Since then, I only occasionally publicly comment on stocks via Twitter. The rest of what follows was my SA profile so that I won't have to rewrite it in the unlikely event I resume posting articles publicly. Best of luck with your investments.
Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries.
After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fisher, Charlie Munger and Warren Buffett.
In 2015 I won the Seeking Alpha Contrarian Contest and have been a regular contributor to Seeking Alpha Pro right from the start.
I strive to gather above-average knowledge about my stock picks. As this takes many hours, despite managing my portfolio full-time, you should not expect me to throw out new ideas each and every week.
One can't be an expert on everything, but can try to acquire deep knowledge about a careful selection of businesses. Only knowledge can provide the required conviction to profit from temporary market inefficiencies (i.e. buy into a sell-off).
If you want to learn more about my research process, take a look at my Marketplace service "Stability & Opportunity". It offers access to the totality of my research notes and updates several times daily on average.
Legal Disclaimer: My contributions to Seeking Alpha, or elsewhere on the web, are to be construed as personal opinion only and do NOT constitute investment advice. An investor should always conduct personal due diligence before initiating a position. Provided articles and comments should NEVER be construed as official business recommendations. In efforts to keep full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. My own trades are reported in my subscription service "Stability & Opportunity", but this cannot always be guaranteed due to technical constraints.
My premium service is a research and opinion subscription. No personalized investment advice will ever be given. I am not registered as an investment adviser, nor do I have any plans to pursue this path. No statements should be construed as anything but opinion, and the liability of all investment decisions reside with the individual. Although I do my utmost to procure high quality information, investors should always do their own due diligence and fact check all research prior to making any investment decisions. Any direct engagements with readers should always be viewed as hypothetical examples or simple exchanges of opinion as nothing is ever classified as “advice” in any sense of the word.
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 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, CNN, Newsmax, and Fox. He is the #1 contributing analyst on Seeking Alpha in 2014, 2015, 2016, and 2017 (based on page views).
Thomas has co-authored a book, The Intelligent REIT Investor, and is the author of The Trump Factor: Unlocking The Secrets Behind The Trump Empire (available on Amazon).
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College and he is married with 5 wonderful kids.
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 am a former hedge fund portfolio manager that trades for my own personal account. I espouse Graham and Dodd/Buffett style investing, always on the lookout for value equities or bonds. A graduate of Northwestern's Kellogg School of Management, I lived in NYC for a decade before relocating with my family to the Charlotte, NC area.
Stephen Simpson, CFA, is a freelance financial writer and investor.
I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement".
I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell.
I don't share my models, so please don't ask.
More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
Welcome to my author's site.
I hope you find my articles interesting and informative.
A man-with-a-plan, I am utilizing knowledge gained from my business degree 25+ years in the business world and a similar number of years of investing experience, to manage my investments.
I have created and maintain a stable and growing portfolio of individual US listed dividend growth stocks, over 30% of which are non-US based but headquartered in Canada, Great Briton, the Netherlands and Australia.
I believe that asset allocation is the primary decision an investor must make considering his objectives, time frame and risk tolerance. I am fully invested and 90% of that is in stock.
I believe that the small individual investor is often best served by low cost index funds. Stock picking, attempted market timing and frequent trading usually work to the disadvantage of the average small investor. However, you may define small as you like and nothing prevents any investor from emulating the market greats of our time such as Warren Buffett or Peter Lynch. Greater rewards can be obtained by buying and holding individual securities if one has background, the interest, the time and the disciplne to do so in an effective way.
There are many ways to make money in the stock and bond markets. My approach to is to take ownership positions in successful large cap companies and hold them a number of years. Dividend Growth Investing is a conservative approach which involves lower than average risks and higher than average rewards.
My writing experience began when I was a senior in high school. I was a local stringer for Maine's largest newspaper and covered school and amatuer sports. Concurrent with a successful career in the business world I wrote magazine articles, journal articles, short fiction, poetry and a devotional book.
A long time student of security markets I immensely enjoy the opportunity to write for Seeking Alpha, which is a very high quality well run organization with excellent editorial support. It is also possibly the best business forum on the internet and I am proud to be a part of it.
Most of my articles focus on several topics:
Income Portfolio Strategy
Canadian Banks and Telecoms
Best regards and good luck!
-- Bob J
I'm retired. Bought the farm -- literally (in NE Texas).
I'm a boomer, not a depression era kid (it was my parents who lived through that mess). So I'm exaggerating a bit when I state that the "Great Depression" ran into the late 50's where I grew up (the Appalachia of the West). But I did go to bed hungry, dreaming of food, because there was literally nothing to eat. The family's grocery problem was eventually solved through the good graces of a religious charity, the assistance of friends and neighbors, the perseverance of my parents, and more than a little luck.
I believe those early lean times provided a wee-bit of incentive to not let those circumstances repeat themselves... I really dislike going hungry.
But I was lucky. I had clothes; usually ate on a regular basis; got a bath once a week in a tin wash tub, whether it was needed or wanted; got medical treatment for the slices, dices and broken bones that would have crippled me, treatment for the diseases that, left untreated, would have killed me; and had the opportunity to go to school. That was an opportunity I seized with both hands and did not let go.
I am by nature inherently lazy... given the choice between digging ditch with pick and shovel at $0.10/hour or sitting behind a desk writing software at hundreds of times that hourly rate... I decided not to dig ditches.
Now that I'm retired and own the farm, I dig ditches for free.
As a kid I read constantly... pretty much everything on just about anything. Cleaned out the local libraries (it was a very small town). "The Richest Man in Babylon", biographies of Hughes, Carnegie, Rockefeller, and others, histories, westerns, mysteries, SF. Remembered various parables about being unable to grasp opportunities because one had wasted his resources.
Can't say I always succeeded, but I tried. Towards the end of my career, managed to live on about 1/3 of my gross, saving and investing what was left after taxes and insurance, and still had opportunities for fun, recreation, travel and friends.
As a NASA Engineer, I wrote a large variety of software. Some of the more notable items were:
• an email management system for the Agency and its contractors (the project included writing the procedures; reporting and correcting third party data errors;
• designing, writing and testing the software; designing and implementing the database schema and queries; navigating inter-center politics; etc);
• a moving map software that flew twice aboard the Shuttle and displayed alternate landing sites in the event of a launch emergency;
• post landing wheel-tire-brake analysis software for the Shuttle (STS-1 to final-flight);
• a graphical, real-time dynamic software simulator for a 7-joint robot;
• a FMEA/CIL data processing system (software and procedures) for Return-to-Flight after the Challenger disaster;
• data structures & translation software for the Shuttle's Wake Shield Experiment; and
• a Shuttle-Station docking simulator.
Also designed, developed, tested and used a simulation language, a graphics processing language, and various computer language processing and analysis tools.
And then there was the "fun" NASA stuff... logging 40 minutes of zero-G time (and 40 minutes of 2G time), riding a 6-DOF shuttle simulator, working (and biking) with a handful of astronauts, SCUBA-ing in the WETF whilst observing astronauts using the tools my group designed, witnessing a Shuttle launch, doing Shuttle post-landing ground penetrometer studies at Edwards AFB, simulating shuttle tile repair whilst mounted horizontally on an air-bearing floor, mentoring younger engineers, and working with some of the best and brightest people I've met in my life.
In my free time:
• I developed commercial library management, scheduling and reporting software packages, wrote the user manuals, made onsite visits and learned a lot of humility;
• guest lectured and taught software development at universities.
• lived for years in various locales in northern Japan, participated in a traditional Japanese marriage ceremony (my own), helped my father-in-law with a bit of traditional Japanese construction near Sendai, and played Shogi whenever possible (Shogi is the Japanese version of chess. The local shogi master's shocked expression of total surprise when I beat him at the game was priceless ... To the master I was just an idiot "gaijin" [foreigner] and not worth his full attention. He won the next game.);
• lived for three months in Hawaii;
• made brief excursions to Canada, Mexico and the Caribbean.
While at one time I could read, write, think, dream, and speak (without accent) in standard Japanese and could understand a bit of the Tsugaru and Zuzu-ben dialects, I don't practice much anymore.
My time in the US Army made me appreciate my MOS (a retired crypto sub-specialty) was not 11B.
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Ian Wyatt is an active investor, a well-regarded investment expert and an Internet entrepreneur. He is the Chief Investment Strategist at Wyatt Investment Research, and plays a leading role in each of the company’s investment newsletters and trading services.As a well-regarded market expert, Ian has written for Marketwatch, Zacks Investment Research, Seeking Alpha, Yahoo! Finance and The Burlington Free Press. He has been interviewed or quoted in articles in well-known publications including AOL Finance Blogging Stocks, Kiplinger’s Personal Finance Magazine, Barron Magazine, Barrons.com, Forbes.com, The Dick Davis Digest, The Dick Davis Income Digest, The Wall Street Transcript, TheStockAdvisors.com, Money Show Digest, The New Jersey Star Ledger, The Wisconsin State Journal and The Seattle Times.
In 1998, Ian combined two of his passions, stocks and the Internet, with the launch of a free investment web site with expert advice about investing in stocks.
Ian founded Business Financial Publishing and Wyatt Investment Research in 2001, publishing investment newsletters for individual investors. Since then, the company has evolved into an Internet content company publishing e-letters, special reports, newsletters, trading services and financial web sites.
Business Financial Publishing was named #185 on the 2008 Inc. Magazine Inc. 500 list of the fastest growing companies in the United States, achieving a 3-year growth rate of 1,303%. The company currently reaches over one million individual investors weekly through its free e-letters.
His first book, The Small-Cap Investor: Secrets to Winning Big with Small-Cap Stocks, was published by John Wiley & Sons in September 2009. Ian lives in the Green Mountains of Vermont with his wife Carrie.
I am an individual investor that invests in dividend paying stocks. I look for solid businesses that consistently generate profit, and share that money with investors through growing dividends.
I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. 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 late 1990s 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 (2001), and The StreetSmart Guide to Overlooked Stocks (2002). 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.
Dave Fish is the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp