I am 65 years old. I have been been both managing my portfolio and managing to live off of the capital gains and dividends for the past twenty years. My average yearly return has been 17% over this period. Constant vigilance, hard work and a lot of luck contributed to the results. Now that Social Security has kicked in, albeit not nearly covering my expenses I have decided to cut down both the time and intensity of my efforts. I am willing to give up the home-run stocks that appreciate 1000% although, I must admit, some lucky picks did goose my long term performance. I am now seeking a less volatile portfolio with a goal of returns of 10% a year. I am focusing on a core portfolio of "Quality Dividend Achievers" which are dominant in their industries, have A balance sheets and most, importantly, have raised their dividends for 20+ years. This is the increasing dividend stream section of my holdings. The other element are the "High Yielders". The key to this is that even if dividends don't grow, at least they won't be cut. Of course, no one position can be too large as, inevitably, some will be crash and burn. Losses can then be minimized. If any company in the Quality camp stops raising the dividend, it is sold. Likewise if a High-Yielder cuts the dividend it is sold.
I am a Chartered Financial Analyst, a former sell-side research analyst and a manager for a small fund. I focus on value plays from the retail, media and healthcare sectors.
Everything is about compounding. Don't talk to me about growth or peak anything.
All opinions my own.
An impassioned investment research analyst and writer, Jay Wei holds an MBA in finance from Central Michigan University and a Master of Accountancy from Golden Gate University in San Francisco. He writes syndicated investment commentaries with various investment content providers, including The Motley Fool. Wei takes pride in providing unique and original investment and business analysis on a consistent basis.
Dr. Stephen Leeb is a recognized authority on the stock market, macroeconomic trends and commodities, especially oil and precious metals.
Dr. Leeb is founder of the Leeb Group, which publishes a line of financial newsletters including The Complete Investor, Leeb Income Performance Letter, Leeb Income Millionaire, Brain Trust Profits, Leeb's Real World Investing and Leeb's Aggressive Trader. His total readership exceeds 100,000. The Complete Investor newsletter has earned two awards for Editorial Excellence, as has Leeb Income Performance.
Dr. Leeb is also Chairman and Chief Investment Officer of a New York-based registered investment advisory firm. Dr. Leeb has been managing large cap growth portfolios since 1999.
Dr. Leeb sits on various boards sharing his strategic perspectives on financial markets and natural resources. Since 2008, Dr. Leeb has been a Director of Plain Sight Systems, a technology holding company centered at Yale University. Plain Sight owns a world-class patent portfolio in areas such as information organization/search, computational analytics, electro-optics, and spectroscopy. These technologies are licensed to Fortune 500 companies and used as part of private buyouts and venture spin-offs.
As part of Plain Sight, Dr. Leeb also sits on the board of Water Intelligence plc, a publicly listed company in England, operating in the water management space and Deep Markets Corporation, a division of Plain Sight developing next generation risk management applications.
Dr. Leeb is also Head of the Advisory Board of Leor Exploration & Production LLC (since 2006 - present) and a member of the advisory boards of Electrum USA Ltd. (since 2007) and Los Gatos. Each of these companies explore for natural resources, especially precious metals and energy.
Dr. Leeb is the author of eight books on investments and financial trends. His latest book, Red Alert: How China's Growing Prosperity Threatens the American Way of Life (Business Plus, 2012) predicts China's coming global domination.
An earlier book, The New York Times best seller, The Coming Economic Collapse: How You Can Thrive When Oil Costs $200 a Barrel (Warner Books, 2006), predicted that tightness in global energy supplies would cause the American economy to oscillate between periods of recession and high inflation this century.
Dr. Leeb’s best seller, The Oil Factor: Protect Yourself and Profit from the Coming Energy Crisis (Warner Books, 2004), outlined the relationship between oil prices and stock market performance and accurately predicted the subsequent surge in oil prices. The book was rated among the top investment books of the year by Stock Trader's Almanac 2005.
His earlier best seller, Defying the Market: Profiting in the Turbulent Post-Technology Market Boom (McGraw-Hill; 1999) predicted the collapse of technology stocks and the growing importance of oil, and other hard assets during the 21st century. The book was selected by Library Journal as one of the Best Business Books of 1999.
His first book Getting in on the Ground Floor (Putnam, 1986) predicted the secular bull market in financial assets and the fall in inflation. The book was a main selection of the Money Book Club.
Dr. Leeb earned his Bachelor's degree in Economics from the University of Pennsylvania's Wharton School of Business. He then completed both a Master's degree in Mathematics and a Ph.D. in Psychology at the University of Illinois.
I'm a self-directed investor who shares my experience in investing. I read, learn, and apply every day.
I write about value, dividend, and growth investing from the perspective of a Canadian. I invest in individual stocks on the US stock exchanges and the Toronto Stock Exchange.
As I write, I reflect on my own actions and results, which is an amazing exercise. I encourage individual investors who enjoy writing to try it.
I appreciate the work done by SA staff & authors and love the SA community that engages in meaningful discussions.
If you enjoy our articles, Please Follow Us and visit our website at http://www.relentlessir.com
Relentless Investment Research, LLC provides information and independent analysis focused on investing in Latin America and Africa (LatamA).
We strive to be a recurring destination for investors who have an interest in these two regions and our main goal is to provide information that is beneficial for formulating investment ideas.
Why Latin America and Africa?
While these two regions do have some media and analyst coverage, we believe there isn’t enough and that there are some compelling opportunities in these regions for those willing to relentlessly analyze investments from a long-term perspective.Most of the countries in these two regions would be classified as Emerging or Frontier Markets and investments in Latin America and Africa are generally more risky than in developed markets, like the United States and Europe, but there is also a potential of earning higher returns. When investing, one should always look at return in relation to risk. No information should be looked at in isolation. Instead, each piece of info should be gathered and analyzed in a holistic manner. Now going back to the potential additional returns that may be experienced due to the added risk; what this ultimately means, in our opinion (of course), is that an investor may benefit from having part of their portfolio invested in one or both of these regions. It’s also important to point out that countries within each region are not homogeneous. There will be many differences from country to country, as well as from industry to industry, which is why we attempt to go beyond just the headline news and do research about economies, financial strategies, and companies. While it’s important to be aware of current events, we believe that if we only focus on the headlines we are being too near-sighted and not considering the other end of the equation (i.e. long-term, risk versus return, correlation with developed markets, etc.).
Relentless IR’s Purpose
All investors should be Relentless! We hope that our articles/research make investors think about particular risk vs return characteristics in LatamA. Remember that no one person has all the answers, and with investing, nobody will always be right. So it is important that we thoroughly analyze investment opportunities (do our homework) in an effort to ESTIMATE risk and potential return (gain/loss).When it comes to investing, there are no guarantees that something will or will not happen. Everyone from expert to amateur investor should understand that present values are based on estimates, projections, forecast etc. Investing is one part science and one part art (and it’s probably more art than science). That’s precisely why we won’t say a stock is worth “exactly” x amount of dollars. Instead we will either give our own estimated price ranges or we will attempt to identify important pieces of information that we believe are worth considering when generating an investment idea. In the end, what is ultimately more important than Relentless Investment Research’s opinions (or anybody’s opinions, honestly) is the information that gets analyzed in order to formulate those opinions. It is the communication of this information that we believe best benefit our readers because, lets face it, financial models are imperfect and comparable ratio analysis can be misleading, both of which can cause our (or anyone’s) estimated present values to be flawed as well. Hopefully readers will use our information and opinions in their own analysis and see what differences and similarities there are between our opinions and their own, and how any fundamental differences would affect estimated asset valuations.
What Relentless IR Defines as “Latin American Investment Opportunities”
We analyze companies with company headquarters in Latin America but that trade on U.S exchanges (i.e. ADRs). These company’s shares may experience more volatility than is typically experienced by U.S. companies. There may be times when the company analyzed only trades on a Latin American stock exchange or European exchange. We will attempt to communicate what exchange the security trades on if it does not trade on a U.S exchange.Note: We currently do not focus on every country in Latin America. There are presently six Latam countries that we focus on. They are Argentina, Brazil, Chile, Columbia, Mexico, and Peru.
What Relentless IR Defines as “African Investment Opportunities”
We analyze companies doing business in Africa that are listed on African Exchanges (i.e Nigerian Stock Exchange, Johannesburg Stock Exchange, etc.) as well as on U.S exchanges. Extra caution may be needed when considering investments in African stocks because these companies may not have as long of a track-record or may have fewer records of financial statements. Also, these companies may be relatively more volatile. In order for Relentless IR to analyze companies listed on African Exchanges, the company must have financial statements that are available to the public. Extra caution may be needed for some of these companies because there is a possibility that they may not follow GAAP or IFRS accounting rules. While there currently are not many companies headquartered in Africa that trade on U.S exchanges (i.e. NYSE, NASDAQ, etc.), we believe an investor can also get an acceptable level of exposure to African growth by investing in “multinational companies” that have their headquarters outside of Africa as long as at least 20% of their revenue comes from operations in Africa. There are several reasons for this belief: - The company’s cash flows will likely be meaningfully influenced by African Markets which will translate into stock performance that is partially dictated by economic growth rates in Africa - The company will be more likely to participate in any growth from the continent - The company will probably have the “know-how” needed to continue to navigate African Markets With that being said, we will attempt to communicate which exchange the security trades on. Also, there are many countries in Africa (over 50) and some countries are extremely difficult to invest in. Relentless Investment Research’s main focus will be on countries with a functioning stock market.
I'm the founder of the London Deep Value Investment Club (LDVIC). I manage investors' capital in the club fee-free, with no strings attached. I do this to get a track record.
LDVIC 2017 Q3: 9 months track record (5th of October 2016 to 4th of July 2017) 16.18% vs S&P500 14.70% over the same time frame. Track record available, page 12.
I'm a happy family man, very open and contactable. firstname.lastname@example.org
WARNING: Any stocks that you feel like buying after discussions with me are your responsibility.
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.
The author is a former hedge fund trader now working as an Independent Trader, Consultant and author of the Panick Value Research Report. The Panick Report is a newsletter and alert service focused on undervalued high yield preferred stock issues and some undervalued micro cap equities. Sign up in the Dividends section of the Seeking Alpha Marketplace to receive exclusive subscriber articles, daily sector updates, advance drafts of public articles and more. Email email@example.com for more information. See also my Panick Value Research Report Facebook site for tips on upcoming articles.
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a Certified Public Accountant CPA from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at firstname.lastname@example.org .
Port Wren Capital, LLC specializes in uncovering undervalued companies with strong long-term potential for people who want to maximize their investment profits. We invest in our own ideas. We offer value research reports via a subscription service.
Currently ranked #92 out of 6,049 financial bloggers:
Most recent portfolio addition: COTY
Our stock holdings are set forth below.
Our holdings by sector. Animal Health/Dental: PDCO. Chemical/Agriculture: DOW, DD, FMC and MON. Consumer Defensive: KO, PG, MO, KMB, GIS, MDLZ, CLX, CL, KHC, HSY, COTY and SJM. Consumer Cyclical: SBUX, NKE and COH. Healthcare: ABT, ABBV, BMY,BAX, DGX, JNJ, LLY, PFE, MRK and HYH. Tech: ADP, DXC, ORCL, IBM, INTC, GLW, HPQ, HPE, MSFT, NATI and TXN. Industrial: EMR, ITW, JCI, MMM, HON and GE. Telecom: T and VZ. Utility: AEP Miscellaneous: AVY, CDK, FAST, FBHS, SPGI and VSM.
Scott Shander, FRM is an enthusiast of value investing with a vision to engage a community of like-minded analysts to quantify and evaluate various investment opportunities. With specialties in financial risk management, time series analysis, econometric forecasting, scenario analysis, experimental design, and fundamental valuation, he is interested in utilizing quantitative rigor to drive objective analytic-based decisions.
Scott spent seven years in financial risk management the consumer packaged goods industry providing technical insight quantifying and managing commodity and foreign exchange market risks to protect profit margins. He is a certified Financial Risk Manager (GARP) and holds an M.S. in Applied Economics and a B.S. in Mathematics and Economics from Marquette University. Scott, originally from Milwaukee, now lives in Chicago but remains an avid Packer fan.
George has more than a decade of experience in the financial services industry, including stints in banking, stock brokerage, and asset management. His investment philosophy is value-oriented, focused on seeking out underpriced companies through rigorous research. While he looks for opportunities in any sector, he is particularly drawn to the consumer discretionary sector.
Old school investment analysis by 30 year stock market veteran Stan Barton.
The past editor of STOCK ACTION advisory letter and past coordinator of the MENSA investment group.
Taught as a kid to read the stock quotes in the newspaper (remember having to wait until the next day to get the quotes?) by my dad. Now, a dividend growth investor that uses a garden analogy for my dividend portfolio. Love reinvesting dividends and premiums from covered calls on my positions.
KL is a special situations and opportunistic fund, managing a concentrated portfolio. KL believes that minimizing losses in difficult periods is critical to generate attractive long term returns. The Fund’s objectives are to minimize losses and generate returns in excess of the special situation hedge fund index, which is expected to return 10% pa. over the next 3 years. KL’s competitive edge is its rare ability to combine detailed and independent value-investing research with a unique willingness and ability to trade special situation securities.
KL Investment Partners may change or exit its holdings (buy, sell, sell-short shares) without updating its Seeking Alpha articles and without informing the Seeking Alpha community.
KL's articles, blogs and comments are not an offer to sell or a solicitation of offers to buy any securities. Securities of the Fund are offered to selected investors only by means of a complete offering memorandum and related subscription materials. There is the possibility of loss and all investment involves risk including the loss of principal.
Dr. Jacques Saint-Pierre was full professor of finance at Laval University (founded in 1852) until his retirement in 2010, where he has taught finance at the bachelor, MBA and Ph.D. levels during 40 years. He is now adjunct professor at the same university and board adviser. He has been during his long career, among other things, securities regulator, business valuator, securities analyst, and court financial expert. He has always been a strong proponent of the value approach (value based management, and value investing) well before it became so popular. Some of his academic writings on the subject can be read on the Social Science Research Network (SSRN) at http://ssrn.com/author=12155 where his author rank is in the first 5th percentile out of more than 280 000 authors.
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PRO subscribers receive early access to our best long or short ideas - 20-30 articles a week, as selected by our PRO editorial team. They also receive exclusive access to our archive of over 15,000 professional level ideas and research, focused primarily on single equity articles.
We will use this account to publish announcements related to PRO, as well as our PRO Weekly Digest, a new series that will be made available first to PRO subscribers but then to all readers interested in learning about PRO or reading ideas from some of our top authors.
If you're interested in PRO, check out this page for more details. If you'd like to get in touch with our sales team, contact proaccess at seekingalpha.com, and if you'd like to reach our editorial team, write to pro-editors at seekingalpha.com.
Over 10 years of experience as a sell side analyst covering Big Pharma names. Specialize in contrarian calls with a very good success rate. Now working as buy side analyst with a proprietary fund. A word of advise - Investment decisions are not an absolute science, and hence readers should use their own judgement to take a decision before investing.
Phillip Goldstein co-founded Bulldog Investors, LLC, an SEC-registered investment adviser, in 1992. Mr. Goldstein has served as a director of a number of closed-end funds and is currently a director of the Mexico Equity and Income Fund Inc., Special Opportunities Fund, Inc., Imperial Holdings, and MVC Capital, Inc. He is a Principal of Brooklyn Capital Management, LLC, an SEC registered Investment Adviser. He graduated from the University of Southern California in 1966 with a Bachelor of Engineering degree and from City College, New York in 1968 with a Master of Engineering degree. Mr. Goldstein has appeared on CNBC and is a widely quoted expert on closed-end funds and shareholder activism.
"One of the best ways to do well in this business is to go to areas that have been unexploited by research capability and work them for all you can." -Julian Robertson
Bram de Haas lives with his girlfriend and baby son in The Netherlands/Nijmegen. Living in a city once a Roman settlement later bombed by allied forces in WO II he is aware of the vulnerability of Empires and the impact of the unexpected.
His investment style can be summed up as safety first. Once safe: be agressive.
Saj Karsan founded an investment and research firm that is based on the principles of value investing. He has an MBA from the Richard Ivey School of Business, has completed all three CFA exams, and has an engineering degree from McGill University. Visit his blog, Barel Karsan (http://barelkarsan.com/).
MLPData is the leading site dedicated to providing investors with greater transparency into the full universe of Master Limited Partnerships and fund products. Our belief is that Master Limited Partnership's offer a very unique investment opportunity in light of the transformation of the North American Energy Landscape coupled with the unique tax considerations associated with distributions.
We are an independent and privately owned firm, launched by an entrepreneurial team with decades of experience in providing financial content and investment management services. Our objective is to expand the knowledge and investor interest in Master Limited Partnerships that are publicly traded, and the associated investment products such as Closed End Funds, Exchange Traded Notes and Funds and Mutual Funds.
I worked in New York's financial sector for almost exactly 20 years, mostly as a healthcare analyst (drugs, biotech, and medical devices), but also as an assistant research director, portfolio manager, and options strategist. My last formal job had me in charge of Value Line's premium priced "Select" and "Special Situation" products. The former highlights the company's top stock pick of each month and the latter introduces relatively small companies. I quit that job in June, 2009 for reasons that a dozen or so confidentiality agreements preclude my discussing. In September of that year, I launched 3DimensionalResearch.com (3DR), which allows me to continue doing what I was doing previously.
I am a strong believer in maximum transparency, in both personal and business relationships. So, in that vein:
A google search will show that my former employer sued 3DR and me in November, 2009 for copyright infringement, hot news misappropriations, and the proverbial kitchen sink. Although a search won't show this, unfortunately, I represented myself in a federal courtroom in December and, in accordance with the judge's instructions, the case was settled in a matter of minutes.
Additional Disclosure: 3DR has been a financial failure thus far, in terms of getting subscribers. I detest marketing and few people want to pay for information anymore, least of all from a no-name website. That said, the vast majority of my recommendations have done very well and my personal portfolio is doing extraordinarily well (65.5% in 2013) since I tend to follow most of my own recommendations, the "event driven special situations," in particular.