I manage time to my best advantage. When I make a comment, I add (for the convenience of others) that I will uncheck after X-hrs. This generally avoids time wasted on repetitive comments, zonderkites, and arguments. Thereafter, if I make additional comments, I mentally reset my unck period. (I also respond to PMs.)
My journey as a self-directed investor (SDI) began in 1973, and resulted in financial independence at age 52, which also allowed me to retire from corporate life in Feb 1995.
I’m now 75. Over the 22 years of my retirement (including 2 major recessions, and soon 7 years of increasing annual RMDs), and without additional contributions, through YE2016, my IRA increased 277%, whereas inflation increased 64%. There are many concerns for retirees to worry about...but for those who retire financially independent, and remain well-diversified, 'running out of money before running out of life' can be moved toward the bottom of their list.
The IRA I discuss on SA is but 1 of our 6 portfolios (and about 1/4th our net worth). I mention this as evidence young professionals can have a family and career, and also attain financial freedom as their career advances over the decades to follow IF they (and spouse) are willing to live a few percentage points below their means (deferring a measure of material gratification) so as to invest sufficient sums for compounded total returns so as to ensure their future retirement at a lifelong living standard as high (or higher) than they enjoyed in pre-retirement. True financial independence doesn't require any level of positive market performance--but instead assures a comfortable living standard in spite of negative market performance.
The income paid to my IRA equals twice our basic annual living expenses for food, clothing, shelter, taxes, transportation, entertainment, and various insurances (but excluding our normally generous variable expenses for travel and gifting).
My primary goal remains as it has always been--total return (price change + distributions). Mine is the age-old strategy of Growth & Income. Though 100% of my IRA’s positions pay dividends, growth of its income leg is a secondary goal to growth of price return. My IRA's total returns from price compounding are far superior to those from distributions during this 8-year bull market. (DGI is a cousin strategy that focuses upon income rather than total return--I often defend DGI when it is attacked.)
Though I own a handful of REITs and a couple ETFs holding MLPs, I have found C Corps (and especially those tilted toward growth of revenues and earnings) offer superior TR, including in our present slowly rising rate environment.
There is much evidence dividends have historically been a meaningful and reliable contributor to long-run total returns. C corps having long records of paying and increasing dividends signal management’s ability to generate excess free cash flow for which their BoD funnels a portion directly to shareholders--to do so consistently requires conservative management.
I've also found the price compounding leg of TR is improved to the extent I'm willing to diversify into low-yield high-growth dividend-payers (as well as into dividend-paying ETFs containing established largecap pure growth companies). Chuck Carnevale has authored several articles making this point. In addition, today's pure growth companies are almost certain to become the attractive dividend-payers in the future. For example, by comparing IVE (the S&P500's value stocks) to IVW (its growth stocks) over the last 1, 3, 5, 10 & 15 years, we find growth out-performed value in each period. Alternatively, simply examine QQQ (NASDAQ top 100 ETF) very impressive TR for those same periods (it yields about 1%).
I recently added IVW and BXMX (yielding 1.4% & 6.4%) to my portfolio, I've added exposure to some growthier dividend-payers and pure growth companies I would not otherwise have room for in my portfolio (e.g., dividend-payers AAPL, Home Depot, United Health, JP Morgan, & Walt Disney), as well as some great pure growth names I've too long avoided (e.g., Amazon, Facebook, Alphabet, Berkshire Hathaway, Celgene & Priceline). It follows both improved total return and a smoother-ride are the probable result of my adding growth ETFs to my portfolio. This also applies to my recent diversification into ETFs covering foreign, and emerging markets.
Finally (but especially germane to myself): Due to age and recent health events, I’m proactively engaged in modifying my IRA to make it yet more conservative, and (when necessary) able to operate passively for long periods on “autopilot”.
2017 OBJECTIVE -- MAJOR PORTFOLIO TWEAKS
I’ve set the following objectives to be met by year-end (or soon thereafter):
(1) Shift time priorities--adding more daily quality of life pursuits, while subtracting from monitoring stocks, markets & economy;
(2) Diversify asset classes to reduce risk--Risk isn't only volatility; risk is also what might happen, even if it didn't! I'm adding 2 bond ETFs (primarily as a income source also serving as a shock-absorber to periodic severe and/or prolonged declines in equities);
(3) Extend my allocation to growthier dividend-payers to include pure growth (which I've too long ignored since 2008), plus foreign and emerging market stocks.
MY IRA CONSISTS OF 2 SUB-PORTFOLIOS
My CORE Portfolio focuses upon businesses whose model includes a COMPETITIVE MOAT that endures through COMPLETE BUSINESS CYCLES, and produces EXCESS FREE CASH FLOWS beyond that required to maintain its moat, and shares that excess with its shareholders via DIVIDENDS.
The majority of my Core positions have these characteristics: They are defensive positions having top and bottom line growth rates which categorize them as 'slow-growth' and 'bond-substitute'; they're generally found among Consumer Staples, Utilities, Healthcare, and Telecoms. Also, almost all outperformed the S&P500 in 2008, the only calendar year of the Great Recession.
I'll trim positions when overvalued. I’m strongly of the opinion investments are "tools with which to meet goals"--we should not marry our stocks, nor otherwise be forever committed to them. A broken stock is no different than a broken circular saw, pliers, or drill press--until repaired or replaced, they mostly take up space.
CORE PORTFOLIO UPDATE -- JULY 2017
My Core Portfolio (30 of 51 total positions), is by design quite conservative. Positions are selected for reduced risk (as opposed to greatest possible return). This portfolio is dominated by companies categorized by Morningstar as 'slow growth' companies sometimes derisively called 'bond-substitutes'. With a few exceptions (noted in the next paragraph), my Core positions are assigned to defensive sectors (i.e., Consumer Staples, Utilities, Healthcare, and Telecom)--generally, they plod along rather steadily, and also under-perform the S&P500 over the long-term (Morningstar provides 15-yr data).
Nonetheless, I'm pleased to report 10 positions have out-performed the market over that long-term: UL, NEE, AMGN, SYK, O, OHI, VTR, MCD, CSX AND NSC. In addition, the 2 bond funds (LQD and TLT) out-performed 6 of my equity positions (KO, MDLZ, MRK, PFE, & VZ).
Columns 1 and 2 demonstrate my defensive Core positions significantly out-performed the market in the last severe recession, which suggests they will do so again (the S&P's actual peak-to-valley decline from Oct 2007 to Mar 2009 was -58%). This is particularly important to retirees, as their greatly reduced life expectancy generally suggests a strong defensive allocation, including bonds.
Columns 3 and 4 reflect the past 15-year performance (TR) of my Core positions relative to the S&P.
Due to on-going recovery from a June 23rd surgical procedure, this update is a couple weeks late; thus data in columns 4 and 5 below is as of July 14th:
. . . . . . . . . . . (1) . . . . . . . (2) . . . . . . (3) . . . . . . . (4)
. . . . . . . . . . 2008 . . . . . 2008 . . . . 15-Yr. . . . . 15-Yr.
. . . . . . . . Position . . . . . S&P . . . Position . . . . S&P
. . . . . . . . Tot. Ret. . . Tot. Ret. . . Tot. Ret. . . Tot. Ret.
Consumer Staples (6):
PG . . . . . -13.7% . . . -37.0% . . . . . 6.9% . . . . 9.0%
UL. . . . . . -35.8% . . . -37.0% . . . . . 9.1% . . . . 9.0%
KHC. . . . . . 0.3%. . . . 16.1% . . . . . 0.3%. . . . 16.1%
[KHC reflects 1-Yr TR data]
KO. . . . . . -23.8% . . . -37.0% . . . . . 5.6% . . . . 9.0%
PEP . . . . . -25.7% . . . -37.0% . . . . . 8.4% . . . . 9.0%
MDLZ. . . . -14.3% . . . -37.0% . . . . . 4.7% . . . . 9.0%
NEE . . . . . -23.1% . . . -37.0% . . . . 13.2% . . . . 9.0%
D . . . . . . . -21.1% . . . -37.0% . . . . . 8.7% . . . . 9.0%
EXC . . . . . -29.4% . . . -37.0% . . . . . 6.7% . . . . 9.0%
SO . . . . . . . -0.2% . . . -37.0% . . . . . 7.4% . . . . 9.0%
AMGN. . . . . 24.5% . . . -37.0% . . . 19.4% . . . . 9.0%
ANZ. . . . . . . 0.3% . . . -37.0% . . . . . 6.9% . . . . 9.0%
[ANZ --Sold OOM CC options]
BMY. . . . . . . -6.5% . . . -37.0%. . . . . 8.1% . . . . 9.0%
[BMY--Sold OOM CC options]
JNJ. . . . . . . . 7.6% . . . -37.0%. . . . . 8.1% . . . . 9.0%
MRK . . . . . -45.1% . . . -37.0% . . . . 4.5% . . . . . 9.0%
PFE . . . . . -16.5% . . . -37.0% . . . . 2.6% . . . . . 9.0%
MDT . . . . . -35.9% . . . -37.0% . . . . 6.7% . . . . . 9.0%
SYK . . . . . -46.0% . . . -37.0% . . . 16.5% . . . . . 9.0%
OHI (REIT). . 6.9% . . . -37.0% . . . 14.9% . . . . . 9.0%
VTR (REIT) -21.3% . . . -37.0% . . . 15.7% . . . . 9.0%
T. . . . . . . . -27.6%. . . . -37.0% . . . 4.9% . . . . . 9.0%
VZ . . . . . . -21.5% . . . . -37.0% . . . 4.9% . . . . . 9.0%
Other Equity (6):
O (REIT). . . -8.2% . . . -37.0% . . . 11.2% . . . . . 9.0%
DEA (REIT) . . n/a . . . . . .n/a . . . . . 6.7% . . . . .16.0%
[DEA reflects 1-yr TR]
MCD. . . . . . 8.3% . . . . -37.0%. . . 13.7% . . . . . 9.0%
[MCD is a Cons. Disc. Stk, but customers 'trade-down']
CSX. . . . . -24.4% . . . . -37.0% . . . 17.2% . . . . . 9.0%
NSC . . . . . . -4.3% . . . . -37.0% . . . 13.6% . . . . 9.0%
[CSX & NSC are Industrials, but railroads are near-monopolies]
SPHD (ETF). n/a . . . . . . -37.0% . . . 12.8% . . . . 9.0%
LQD (ETF) . . 2.4% . . . . -37.0%. . . . 6.0%. . . . . 9.0%
TLT (ETF) . . 33.9% . . . . -37.0% . . . . 7.4%. . . . 9.0%
Core Portfolio Report on 2017 Objectives:
I planned to exit CVS, CMCSA, and SBUX.
I exited those 3 stocks, and initiated planned positions in identified ETFs.
OPPORTUNISTIC PORTFOLIO UPDATE -- JULY 2017
By definition cyclical stocks are expected to out-perform during bull markets, and under-perform in bear markets (the recession being the obvious example of under-performance). I keep my cyclicals (21 of 51 positions) in my OPPORTUNISTIC Portfolio. in a bear market, I will heavily trim or exit them. In addition, over several years, and so as to further moderate risk, I’ll likely exit most of my cyclical stocks, placing the proceeds in diversified ETFs.
. . . . . . . . . . . (1) . . . . . . . (2) . . . . . . (3) . . . . . . . (4)
. . . . . . . . . . 2008 . . . . . 2008 . . . . 15-Yr. . . . . 15-Yr.
. . . . . . . . Position . . . . . S&P . . . Position . . . . S&P
. . . . . . . . Tot. Ret. . . Tot. Ret. . . Tot. Ret. . . Tot. Ret.
BMO . . . . . -49.9% . . . . -37.0% . . . . 11.2%. . . 9.0%
TD . . . . . . . -45.4% . . . . -37.0% . . . . 13.3%. . . 9.0%
WFC . . . . . . . 2.0% . . . . -37.0% . . . . . 7.4% . . . 9.0%
MA. . . . . . . -33.3% . . . . -37.0%. . . . . 22.6%. . . 9.0%
[MA reflects 10-yr TR data]
PFG . . . . . . -66.6% . . . . -37.0% . . . . . 6.7% . . . 9.0%
NRZ m(REIT) . n/a . . . . . . . n/a . . . . . 19.2%. . . 10.2%
[NRZ reflects 3-yr TR data; sold OOM CC options]
BXMX (CEF) -26.8% . . . . -37.0% . . . . . 6.9% . . . 9.0%
CSCO. . . . . -39.8% . . . . -37.0% . . . . . . 6.3%. . . 9.0%
MSFT . . . . . -44.1% . . . . -37.0%. . . . . . 8.3%. . . 9.0%
INTC. . . . . . -43.0% . . . . -37.0%. . . . . . 6.1%. . . 9.0%
Consumer Cyclical (1):
LVS . . . . . . -94.3%. . . . -37.0%. . . . . . 0.8%. . . . 7.0%
[LVS reflects 10-yr TR data; sold OOM CC options]
XOM . . . . . -13.1%. . . . . -37.0%. . . . . . 7.6% . . . 9.0%
RDS.B . . . . -34.3%. . . . . -37.0%. . . . . . 5.6% . . . 9.0%
AMLP (ETF) . n/a . . . . . . . . n/a . . . . . . . 1.1% . . 15.1%
[AMLP reflects 5-yr TR data]
AMZA (ETF) . n/a . . . . . . . . n/a . . . . . . . 6.0% . . 16.2%
[AMZA reflects 1-yr TR data ]
GE. . . . . . . -53.0%. . . . . -37.0% . . . . . 2.3% . . . 9.0%
[GE--Sold OOM CC options]
Other Equities (5):
IVW (ETF) . -34.8% . . . . -37.0% . . . . . 9.3% . . . 9.0%
IJR (ETF) . . -31.5% . . . . -37.0%. . . . 11.5% . . . 9.0%
EEMV (ETF) . . n/a . . . . . . . n/a . . . . . . 3.1% . . . 3.3%
[EEMV reflects 5-yr TR data]
IDV (ETF) . -52.0%. . . . . -37.0% . . . . . 0.7% . . . 7.0%
[IDV reflects 10-yr TR data]
IEUR (ETF). . . n/a . . . . . . . n/a . . . . . . 2.2% . . 10.2%
[IEUR reflects 3-yr TR data]
Opportunistic Portfolio Report on 2017 Objectives:
I planned to use limit-sell orders to reduce or exit these OPPORTUNISTIC Positions in 2017:
General Electric (GE) -- Reduced position, plan to exit this year.
Starwood Property (STWD) -- Exited position with assistance of OOM covered calls.
New Residential (NRZ) -- Significantly reduced position with assistance of OOM covered calls, plan to exit this year.
InfraCap MLP ETF (AMZA) -- Reduced, will reduce a little more this year.
LIFE IS GREAT--it's been an unbelievably awesome ride!
My name is Dr Kanak Kanti De, MBBS, MD, PhD, retired medical practitioner, cancer survivor, healthcare sector investor, over 30 years' experience in the sector both in India and the United States. I write/have written on Motley Fool, SeekingAlpha, Benzinga, and on Forbes. I am consistently ranked high on TipRanks, although I don't like their ranking system. My portfolio has consistently beat the various indices for years. Email me to discuss my articles, or for just an adda (Bengali for informal chat) firstname.lastname@example.org.
Hi! I'm retired on disability and trying to grow an inheritance that my father left me. This year stocks and bonds both seem overpriced to me compared to commodities, so I'm long gold and palladium. Part of my portfolio I speculate with in TSLA or ETFs or hold in cash.
My career was in computer programming and I still like to keep up with tech developments. My family owned a car dealership so I also know a fair amount about the auto industry.
Don Dion (email@example.com, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for the Dion family. Don no longer manages money for other families or institutions after selling Dion Money Management to NYC-based Focus Financial Partners in September of 2007 prior to the Great Recession. Don remains one of the largest individual shareholders of Focus Financial Partners. Mr. Dion is the managing trustee of the Dion Family Foundation, which focuses on helping individuals with tuition assistance at Catholic Institutions for grammar school, high school, and college education. The foundation also helps individuals by supporting health care institutions, particularly Massachusetts General Hospital. Don is on three leadership and advisory committees at Massachusetts General Hospital and the Home Base Program (a partnership between Mass General and the Red Sox Foundation). Don consults with Saint Dominic's Academy and served on the executive committee as a trustee of Saint Michaels College. In addition, Mr. Dion is the retired publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provided a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 90,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletter. Its flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers. Mr. Dion is the sole founder and retired C.E.O. of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, FL., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries, He fortunately sold the company to Focus Financial Partners on September 1, 2007 prior to the Great Recession. Mr. Dion was the Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which he founded with Summit Partners in 1988. LTCH went public in 1992 and was acquired by Textron Corp. "TXT" in 1999 for $183M of cash consideration. Don was the Executive Vice President, C.F.O., shareholder and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988. Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982. After law school, Mr Dion was employed as a tax and estate planning lawyer with the Boston firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983. Recently, Don has been spending some of his time researching and strategizing about IPOs, building on his prior experience of successfully taking companies public and six strong years of U.S. IPO returns (2009 to 2015). Mr. Dion can be reached at firstname.lastname@example.org.
Blogger on Seeking Alpha
Ranked #61 out of 5,308 bloggers (#154 of 9,385 overall experts)
290 out of 495
If you copied Don Dion's ratings since 2013 and opened each position for the duration of 1 Year , then 59% of your transactions would have been profitable with an average return of +7.7%.
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
Residing in Colorado Springs, Colorado.
Has been trading and coaching using a self-developed option trading system for 10 years. Philosophically conservative, accurately trades weekly options with a strong risk management approach.
Well sought after by investors around the world, he teaches a minimum and hand-selected number of students each quarter how to trade his system.
Besides investing his interests are: Acoustic Guitar, Kayaking, Mountain Biking
BioGroup Team (BGT) is a self-organized panel of professionals with a shared interest in trading and investing in the healthcare and life sciences sectors. Our experts’ editorial team is comprised of individuals with extensive background in research, science, economics and trading in the biotechnology / health sectors.
Our main focus is identifying and analyzing cutting edge biotechnology companies that are under or over-valued. We obtain information from public sources that we believe to be accurate and reliable, and not from company insiders or persons who have a relationship with company insiders. Our aim is to deliver a succinct analysis which is clear and detailed enough to provide the reader with a better understanding of our findings and conclusions.
Investor with more than 5 years experience trading commodities, gold and silver miners, exploration companies, oil and gas, platinum and other hard assets.
The investment style is part contrarian/value and I actively seek investments in distressed sectors.
My trading experience includes over twenty five years of intense investment analysis, trend analysis and deep level due diligence studies. My interest is to find small company opportunities that have established funding sources, have a plan of action and are in the preliminary to first stages of pipeline development and execution. My coverage and investment interest includes biotech, small cap and emerging growth companies, regardless of sector. I am a contributing writer at CNA Finance and cover emerging opportunities as well as breaking news events.
Benjamin is one of TipRank's top bloggers. He is the founder of ModernGraham.com, a value investing website devoted to the study and modernization of the teachings of Benjamin Graham.
Zacks.com brings the decades of study and stock picking expertise of Zacks Investment Research to individual investors. Now, you don't to be an investment bank or brokerage firm to get the professional power of Zacks' research. It's all available on Zacks.com. Learn more about Zacks' history and company below.
Old Trader is a 63 year old private investor, managing a retirement portfolio constructed to a) generate a high current yield, b) preserve capital, and c) increase capital. His methodology involves taking a "top down" macro view to identify favorable trends, and then engage in fundamental analysis at the company level to identify "best of breed" companies that will benefit from those trends. He employs some simple TA to help determine favorable entry and exit points for positions.
The ultimate goal is the construction of an "absolute return" portfolio, fully recognizing that such a portfolio will lag in a strong bull market, but will result in much smoother returns, a characteristic he feels is critical for retirement accounts.
Founder and moderator of Chicagoland Investors' Group. Monthly Sunday brunch meetings to discuss markets and investing/trading strategies.
I can be reached at email@example.com
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital
I currently work in the health care field. I am a long-term investor who conducts extensive research as part of my due diligence when considering a stock. My articles hope to provide unbiased background information to help others make an educated decision.
Although I recommend a diversified portfolio, I have a special interest in biomedical firms. Since biomedical investing is often very risky, I believe that research is especially important when investing in this industry. I find biomedical investing rewarding because these investments may not only yield high returns but also help save lives.
Curis, Inc. (CRIS) - NasdaqGM rated best investment going forward in Biotech for the remainder of 2014 and certainly for 2015.
Past Results - Achillion Pharmaceuticals, Inc. (ACHN) was issued a best investment rating on April 14, 2014 and it's hoped that on June 16, 2014 that investors locked in profit near the highs. The high that day was $8.05. The best investment rating was issued from the $2.70's area.
Athersys, Inc. (ATHX) - NasdaqCM In 2013 ATHX in the $1.60's area was issued a best investment notice. Followed up with several articles pointing out its potential. It's hoped investors took profit over $4 in early 2014. Today ATHX and its MultiStem is of high risk with one "no efficacy" phase II trial in 2014 reporting. For this reason ATHX is a buy only under $1.60 again today. This will limit downside to some degree if MultiStem fails again to show efficacy in a second phase II trial.
Other past calls were CLDX, ACUR and ALNY.
The resource referenced below can be deceptively inaccurate, and does not weed out all of the harmful bloggers. It is better than nothing in its attempt to track the performance of stocks written about through Seeking Alpha. If you use a benchmark then some of the emphasis on "Recommendation count" is offset. https://www.tipranks.com/bloggers/prescient-investment-analysis?benchmark=snp500&period=yearly Important information follows, please click the link below to review it all:
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Investors are encouraged to read investment information available at the websites of the SEC at http://www.sec.gov and FINRA at http://www.finra.org.
Prescient Investment Analysis is a person. BA, Boston College, Philosophy.
I am business graduate with a professional certification in F&A. I have been associated with the academic field, teaching both short and long courses on Finance and Accounting but my passion is following and writing about good investments.
Founder of Disruptive Tech Research – a technology research and advisory firm serving the investment management community. We provide registered investment professionals and qualified firms with independent, targeted research to support the generation of investment ideas. We focus on patent-filing activity to identify the most promising disruptive technology trends early. Then, we employ an original, bottom-up fundamental research approach to uncover micro- and small-cap ideas that are underfollowed, underappreciated and undervalued. Our mission is to provide clients with differentiated, actionable and thorough fundamental research at a cost effective price. We’re 100% independent. That means absolutely no pay-to-play arrangements, no hidden agendas and no hype. Just solid research. And yes, we eat our own cooking.
StockMarketPundits.com, LLC was founded in order to connect investors with some of the leading analysts, writers and industry experts across various investment classes. Our writers deliver timely, actionable articles with clearly defined opinion within their areas of expertise. Our goal is to be a 'one-stop-shop' for investors to get the expert opinions, articles and interviews with company executives they need to make informed investing decisions.
Paul Nathan has passionately written in support of a free marketplace and real money for over forty years.
Since 2008 Paul has been a contributing commentator for Kitco and writes a candid, real-time, Market Update for subscribing traders investors.
In 2011 John Wiley & Sons published The New Gold Standard, Paul Nathan’s definitive work on the gold standard past and present.
Paul called the end of the bull market for gold in 1980, the beginning of the 25 year tech revolution and bull market in 1982, went “All In” on gold and gold stocks in 2001, and alerted his readers to short the DOW at 14000 in July of 2007. 2008 and 2009, catastrophic years for most traders, were two of the best years in his trading career.
He went all cash in 2011, calling the top of the bull market in gold, and recently in December of 2015, predicted the end of the downturn and the beginning of a new move higher in gold and commodities.
See "commentaries" @ paulnathan.biz.
I have been trading part time for the past 10 years, focusing on swing trades and identifying how different stocks will "inhale and exhale" through the market. My primary targets are in the $2-$10 range, averaging over 2 million shares traded daily, and looking for an upswing. My goal is to average 10% per month, but will hold on for the long run with stocks that I believe in.
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).