Vishal Khandelwal is the founder of SafalNiveshak.com, a website dedicated to helping small investors become smart, independent, and successful in their stock market investing. He has 14+ years experience as a stock market analyst and investor, and 5+ years as an investing coach. Safal Niveshak, which Vishal started in 2011, is now a community of 30,000+ dedicated readers and was recently ranked among the best value investing blogs worldwide. Over the past five years, Vishal has trained over 2,500 individual investors in the art of investing sensibly in the stock market, through his blog, workshops, and online courses.
My hobby is investing in stocks and options. I manage DivGro, a portfolio of dividend growth stocks created in January 2013. The primary goal of DivGro is to generate a reliable and growing dividend income stream. I use options to boost dividend income, primarily covered calls but also uncovered puts. My blog hosts a live and public spreadsheet with full details of DivGro so that readers can follow my investment journey. I write articles about dividend growth investing, options trading, investment decisions, stock selection, portfolio management, and passive income generation. I generate active income as an effects artist at a well-known animation studio in the Bay Area.
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 20 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 6% to 7% yield
2. Offers 10%-11% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
Eternal Daily Dividend Growth Endeavor (EDDGE 2.0)
Number of Holdings: 95
Portfolio Value: $146,397.16
Yield On Cost: 8.59%
Annual Dividends: $12,165.00
Average Monthly Dividends: $1,013.75
Average Daily Dividends: $50.69
Projected Long-Term Dividend Growth: 12.36% (117% faster than S&P 500)
Projected Long-Term Total Return: 20.95% (131% above S&P Historical norm)
Portfolio FCF Margin: 33.76% (vs S&P 500 18.91%)
Portfolio PE: 14.39 (27% below S&P 500)
Price/Fair Value: 0.89
Portfolio ROA: 4.00% (45% below S&P 500)
Portfolio ROE: 14.04 % (35% below S&P 500)
Average Market Cap: $4.0 billion (95% smaller than S&P 500)
Large Caps: 21%
-Large Cap Value: 6%
-Large Cap Core: 4%
-Large Cap Growth: 11%
Mid Caps: 26%
-Mid Cap Value: 18%
-Mid Cap Core: 5%
-Mid Cap Growth: 3%
Small Caps: 50%
-Small Cap Value: 31%
-Small Cap Core: 11%
-Small Cap Growth: 8%
Real Estate: 43.3%
Consumer Discretionary: 2.8%
Business Services: 1.1%
Industrial Products: 0.4%
Consumer Staples: 0.2%
US Stocks: 85%
Foreign Stocks: 15%
1. New Residential Investment Corp. (NRZ): 10.02%
2. Golar LNG Partners (GMLP): 8.91%
3. Dynagas LNG Partners (DLNG): 8.89%
4. Genesis Energy (GEL): 6.99%
5. Hoegh LNG Partners (HMLP): 6.98%
6. KNOT Offshore Partners (KNOT): 6.97%
7. GasLog Partners (GLOP): 6.37%
8. New Senior Investment Group (SNR): 4.66%
9. CorEnergy Infrastructure Trust (CORR): 3.66%
10. 8Point3 Energy Partners (CAFD): 2.76%
Top 10 Holdings: 66.21%
InterDigital (IDCC): -6.43%
Holly Energy Partners (HEP): -6.43%
Enbridge (ENB): -6.08%
Magellan Midstream Partners (MMP): -5.89%
TJX Companies (TJX): -5.68%
EQT Midstream Partners (EQM): -5.28%
ONEOK Inc (OKE): -5.23%
Simon Property Group (SPG): -5.18%
Genesis Energy (GEL): -5.09%
Life Storage (LSI): -4.96%
NextEra Energy Partners (NEP): 43.83%
CorSite Realty (COR): 38.10%
Skyworks Solutions (SWKS): 32.42%
MarketAxxess Holdings (MKTX): 32.34%
S&P Global (SPGI): 29.71%
Expedia (EXPE): 26.17%
MercadoLibre (MELI): 24.63%
CareTrust REIT (CTRE): 22.83%
Digital Realty Trust (DLR): 22.49%
Annualized Total Return Since Inception (Dec 16, 2016): 37.87%
S&P 500 Total Return: 10.25%
Alpha: 27.62% (beating the market by 269% so far)
Simply Safe Dividends helps conservative dividend investors increase current income, make better investment decisions, and avoid risk. Brian Bollinger, CPA, runs Simply Safe Dividends and previously worked as an equity research analyst at a multibillion-dollar investment firm.
A regular guy (still alive from New York!) who shows how he would manage a model (not actual) portfolio for educational purposes only, my personal finances are my own business and the disclosure statement is only for the portfolio we are discussing. I give absolutely no advise, and only offer suggestions on how I could manage a portfolio.
The main reason for a subscriber to "Follow" me, especially for the model portfolios (TARP or otherwise), is to glean some knowledge to become a better investor and not simply place bets. Money management is every bit as important as any other aspect of investing, and by following a portfolio and the actions taken, you can gain some insight into a somewhat higher level of investing acumen. There are no requirements, and this is not "rocket science" - it is simply a powerful way for you to put the money you have worked hard for to work even harder for you. My message will be consistent, and my hope by doing this is to share my own experiences, illustrated in the model mock portfolios I build exclusively for Seeking Alpha. Knowledge is power, and many folks shy away from the investing world because that very world makes it more confusing each and every day in an effort to sell you something: stock picks, technical strategies, books, videos, subscriptions with "secret ideas," gadgets, and even snake oil. My promise to you is that my work here will remain free to all of my followers, with the hope of giving to you some of the things that took years for me to learn myself.
I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I am a retail investor that gathers, processes and analyzes significantly more data than average. I share that data in my articles. I let the data do the talking. I am only taking dictation as the data tells its message.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
I am a retired engineer with a PhD in Engineering Science (mostly exotic math) together with a Masters in Statistics. I currently manage my website www.superchargeretirementincome.com, where I use my math background to select high-return, low-volatility investments. I also love teaching so I also provide a number of tutorials about all aspects of investing. I am an avid reader and have read just about every book I could find on the stock market. I am still learning so I welcome comments and suggestions. Over the years I have learned that there is no “holy grail”; you cannot receive a good return without taking risks. However, you can choose your investments to reduce risks and those are the kind of investments I like to make. Although financial markets are my passion, engineering is my profession. I have spent the last 30+ years as a program manager at a large aerospace company, working on improving defenses for our U.S. Army customers.
Today the Mays Report™ has become an operating unit of Mays Research™ and is expected to restart operations and relaunch the Mays Report™ web site sometime during 2018.
Mays Research™ is an independent investment research firm focused on the food production value chain from upstream seed and fertilizer companies to downstream food retail and distribution companies and supermarkets.
Our approach to analysis requires us to perform in depth research and analysis in the equities and alternative investments asset classes. Within those classes we cover companies in both the consumer staples and basic materials sectors in the equity asset class as well as the grains and livestock futures markets in the alternative investments asset class.
This firm was originally operated between June 2009 and August 2014 as The Mays Report™ and initially specialized in fertilizer stocks as well as the grains markets. Before deciding to cease operations and pursue new opportunities an expansion of the firms coverage universe began that included companies downstream in the food production chain.
For intraday updates on covered companies and the broader economy follow the Mays Report on twitter at https://twitter.com/MaysReport
G C Mays is the Chief Research Officer at Mays Research and has covered the agricultural chemicals industry as well as the grains markets for the last 10 years. The firm is currently expanding its coverage universe to include the entire food value chain from seed to supermarket.
G C Mays has more than 20 years equity research and trading experience. His career began in Accounting and he eventually became a credit analyst in the banking industry before moving on to pursue other career opportunities as a contractor and consultant. He is expert at financial statement and data analysis. He is the driving force behind the data collection, financial statement analysis and modeling that serve as the basis for his relative valuation approach to equity, commodity, and economic analysis.
GC Mays is a CFA Institute Member (Regular) & Level 3 Candidate. He can be reached at gcmays [at] maysreport [dot] com.
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. He is on the Advisory Board of NY Residential REIT and he is a shareholder and publisher on TheMaven (MVEN).
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, and 2016 (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 also on the Advisory Board of the Donald J. Trump Presidential campaign.
My name is Mike McNeil and I’m the author of The Dividend Guy Blog along with the owner and portfolio manager over at Dividend Stocks Rock. I earned my bachelor degree in finance-marketing, own a CFP title along with an MBA in financial services. Besides being a passionate investor, I’m also happily married with three beautiful children.
I started my online venture to educate people about investing and to be able to spend more time with my family.
I used to struggle with the same issues millions of small investors deal with on a daily basis. Which stocks to buy? When to sell them? How to find the time to manage my portfolio? How to diversify? I wasn’t into dividend investing until I looked in depth at my portfolio returns and realized I was having difficulty keeping up with the market.
The root of the problem was a very poorly built portfolio that lacked structure and the components required to build a sturdy base. I made good money from the stock market but I was taking unnecessary risk to achieve my investing goals.
From that point on, I was determined to create a portfolio strategy that would allow me to benefit from dividend growth stocks as a solid foundation. Since then, I manage my portfolio with a stress free method that enables me to cash out dividend payments even when the market goes sour.
Roger Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth.
Roger Conrad founded and ran the Utility Forecaster and Canadian Edge newsletters before leaving to form his own publishing company, Capitalist Times (www.CapitalistTimes.com). During his almost 30-year tenure at Utility Forecaster, Hulbert Financial Digest routinely ranked the publication as one of the best investment newsletters.
His new publication, Conrad’s Utility Investor (www.ConradsUtilityInvestor.com), continues his in-depth coverage and analysis of more than 200 essential-services stocks, primarily utilities and telecoms. Roger Conrad is also an expert on master limited partnerships (MLP) and the Canadian energy sector, which he covers for Energy & Income Advisor (www.EnergyAndIncomeAdvisor.com).
He’s also an independent trustee of Miller/Howard High Income Equity Fund and the author of Power Hungry: Strategic Investing in Telecommunications, Utilities and Other Essential Services. Although he spends a good deal of time in front of a Bloomberg terminal or reading 10-K and 10-Q reports, he’s also an avid outdoorsman and baseball fan.
The masthead may have changed, but readers can count on Roger to deliver the same high-quality analysis and rational assessment of the best dividend-paying utilities, MLPs and dividend-paying Canadian energy names.
Individual investor. Background in Investment Banking. Analyzing non-US income stocks for quality, value and sustainable dividend growth. The value of writing for SA (for me) is the discipline of forced objective research.This informs my decision making process. Once published, feedback from readers continues this process.
F.A.S.T. Graphs™ is a powerful research tool providing “essential fundamentals at a glance” on over 17,000 symbols. F.A.S.T. Graphs™ empowers the user to research stocks deeper and faster by allowing them to exploit the undeniable relationship and functional correlation between long-term earnings growth and market price. Warren Buffett, the greatest capital allocator of all time, said; “there are only two things that investor needs to know; how to value a company and how to think about stock prices.” With the F.A.S.T. Graphs™ at their disposal, users are able to perform both of these critical tasks… FAST. F.A.S.T. is an acronym for Fundamentals Analyzer Software Tool that takes all the hours of manual graphing of business fundamentals and reduces it to seconds, giving you critical information in an instant. With one glance you know a lot about the business you are graphing and its past, present and future value. F.A.S.T. Graphs™ should be the first step in every research project. Each graph is worth 1,000 words in describing a company’s growth, consistency and valuation.
Any article created here is for informational and educational purposes only and shall not be construed to constitute investment advice. Nothing contained within an article, comment, or posting shall constitute a solicitation, recommendation or endorsement to buy or sell any security.
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
John is the developer of the Forensic Accounting Stock Tracker (FAST), which analyzes over 1,500 securities for accounting manipulation using proprietary metrics developed over 20 years.
He is the co-founder of an actively managed short only ETF as well as index provider to a long / short ETF that earned a 5-Star Morningstar rating in 2016.
Previously, he has worked for James P. O'Shaughnessy author of What Works on Wall Street, famed forensic accountant Dr. Howard Schilit, and David Tice, a well known short seller.
John managed two short only hedge funds in the last two market crisis'.
He is also the co-author of the best sell What's Behind the Numbers? and more recently, Rule of 72.
Roger Nusbaum is the ETF Strategist for AdvisorShares. This Arizona-based professional has over 25 years of industry experience. He is also a well-known financial commentator covering ETFs, retirement planning and portfolio management for AlphaBaskets.com and at TheStreet.com. We think Roger is particularly insightful on exchange-traded funds, risk management and investing in international markets. Visit Roger's work at Random Roger (http://randomroger.blogspot.com) and AlphaBaskets (http://alphabaskets.com)
George Spritzer, CFA is a registered investment advisor at Southland Investments and specializes in managing closed-end funds for individuals.
George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.
Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them: Apple, Google, Coca Cola, Walmart, GE, Ford, Gap, and others.
This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time.
Consider these questions:
•What % of Apple's stock price is iPhones? (Q: Is it 5%, 25%, or 50%?)
•What % of Dell's stock price is Dell Notebooks?
•If Bing took half the market share from Google Search, what % upside could there be for Microsoft’s stock?
On Trefis you will get answers to questions like above.
You can play with assumptions, or try scenarios, as-well-as ask questions to other users and experts. The platform uses extensive data to show in a single snapshot what drives the value of a company's business.
Trefis makes the same content, data, and tools that are currently available only to professional investors today, accessible to everyone. Importantly, it makes the extensive data/tools easy to use and understand, allowing investors to leverage the platform in their decision making much more efficiently than anything else available.
Trefis is currently used by hundreds of thousands of investors, company employees, and business professionals.
We strive to build highly disciplined, sensible client portfolios. Portfolios that are focused on investing in businesses with solid free cash flows and solid dividend payouts. We buy businesses, not stocks.
Tim is a Registered Investment Advisor.
I focus on investments in the renewable energy, oil & gas, and MLP sectors with an eye for dividend income growth and long-term capital appreciation. I typically allocate a portion of my own portfolio and devote some of my Seeking Alpha articles to small and medium sized companies offering compelling risk/reward propositions. I am an engineer, not a qualified investment advisor. While the information and data presented in my articles are obtained from company documents and/or sources believed to be reliable, they have not been independently verified. Therefore, I cannot guarantee its accuracy. I advise investors conduct their own research and/or consult a qualified investment advisor. I explicitly disclaim any liability that may arise from investment decisions you make based on my articles. Thanks for reading and I wish you much success with your investments.
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.
Investing is never ‘no sweat’ but how about some 'low sweat' investing? That’s what I call my personal investing approach, which I think can work well for people living on their portfolios (or planning to).
My approach is simple: a diversified portfolio of stocks with dividends that rise to offset inflation, high quality fixed income investments, as well as a few higher yielding diversifiers like REITs and other alternative asset classes. I've been investing this way since the bear market of 2000-2002 and it has served me well in good markets and bad.
I’m an everyday investor living in a California beach town. Before deciding to support myself solely through investing (which is making money) and writing (which is making no money) I worked for a large advertising agency.
I’ve researched and written a number of articles and other posts on Seeking Alpha, mostly about dividend-growth stocks, but also on ETFs, the stock market and the economy. I also reviewed three books, including a couple of offbeat ones for financial adventure lovers.
The articles (and many of the Instablog posts) include references and links to the important numbers, news, studies, analysts' views, and strategists' outlooks I uncovered in researching the stories. That way, readers who want to know more can check it all out, or just dig deeper into an item or two that interests them most.
The Applied Finance Group (AFG) helps investment advisors, institutional investment, consulting, corporate firms globally in accurately measuring corporate performance and identifying mispriced equities. AFG developed its proprietary framework, Economic Margin, to correct distortions created by traditional accounting-based analysis. The Economic Margin Framework is more than just a performance metric, as it encompasses a valuation system that explicitly addresses the four main value drivers of enterprise value: profitability, competition, growth, and cost of capital. Unlike traditional valuation approaches that utilize highly sensitive perpetuity assumptions, AFG’s approach incorporates company specific competitive advantage periods which identify companies that may lose excess returns over time faster than their competitors.
Greg Donaldson is the Chief Investment Officer of Donaldson Capital Management, an Indiana based firm with assets under management of $1.2 billion. He has been in the securities business since 1975 and has founded or co-founded three investment management firms. He is on the board of directors of St. Mary’s Health System. He serves on the Board of Trustees of the Memorial Trust Fund of Redeemer Lutheran Church. He is also a trustee of the Pumphrey Foundation. Greg graduated from Purdue University with a BS is Economics in 1970. Greg is married with two children and resides with his family in McCutchanville, a suburb north of Evansville, Indiana.
Dr. Chris Martenson is an independent economist and author of a popular website, ChrisMartenson.com. His Crash Course video series explores the intertwining significance of the “three E’s”—the economy, energy, and environment and offers articulate, dynamic insight into the workings of our monetary system.
Chris earned a PhD in neurotoxicology from Duke University, and an MBA from Cornell University. His background as an educator helps him animate complex material with wisdom and humor. A fellow of the Post Carbon Institute, Chris’s work has appeared on PBS and been cited by the Washington Post. He is a contributor to the Huffington Post and FinancialSense.com.
Chris is an accomplished presenter who has offered the Crash Course seminar all over the United States. The online course has been translated into several languages, and been viewed nearly a million times. His website offers ongoing commentary and rigorously factual analysis into financial and energy-related issues and events as they unfold.