Retired as a hospital lab director after working 47 years. Have been trading stocks the last 40 years and options the last 15. More technically minded, although fundamentals are important. Degree BBA and MHA (Masters Healthcare Administration).
Active investor of tech, transportation, industrial, commodities and energy stocks using options to enhance pricing and to create income.
I am an active pilot currently flying for Delta Airlines.
Alan Hartley, CFA is the CIO of Black Cypress Capital Management and Investment Committee Chair of the University of North Florida Foundation Endowment. He has earned the right to display the CFA designation.
2016 returns: 22.40%
2017 returns: 22.05%
The REIT Forum is in the top 1% on TipRanks: http://bit.ly/cwmftip
The REIT Forum focuses on risk-adjusted returns with a defensive strategy. With a strong background in accounting and finance, fundamentals are a top priority. Buying a strong company with great fundamentals at an attractive price is a good long-term strategy. The subscription platform allows me to do a few things very well. It allows me to share the research I’m doing for my own investment decision making. It allows me to communicate rapidly with investors that are willing to pay for my best work.
The REIT Forum includes:
Subscriber only – Extensive research (thousands of articles) on 50+ companies, buy targets, and forward looking analysis.
Subscriber only - Weekly articles comparing 50+ preferred shares and finding the best opportunities. Preferred shares offer investors high yields with relatively lower risk.
Subscriber only - Analysis and updates on the REIT sectors. This includes finding the best investments within a subsector.
Subscriber only – Risk ratings and dividend sustainability research.
What is my view on risk?
The traditional view is to see earning excess returns as compensation for taking on high levels of risk. I believe it is far better to focus on earning returns from catching market failures. These failures happen due to poor liquidity and investors (including analysts) working with incomplete information. I believe that by knowing the individual companies well, the investor can step in when the “risk” is heavily skewed in favor of “returns”.
I do not try to generate higher returns, I try to generate more consistent returns by reducing the downwards risk. Occasionally that results in exceptionally high returns when something corrects, but it also means I am willing to pass on several decent opportunities because I want the risk/return profile skewed heavily in my favor.
Philstockworld.com is the fastest growing stock and option newsletter on the Web. "High Finance for Real People - Fun and Profits" is our motto and our Basic and Premium Chat Sessions offer readers a chance to speak to Phil live during the trading day as well as authors like Optrader, Sabrient, Income Trader and Trend Trader - who send out Alerts during the market sessions and discuss trade ideas live with Members. We even have a new low-cost "Trend Watcher" Membership that lets readers view our chat sessions without directly participating a great solution for people who want to test-drive the site and profit from our experience! Trend Watchers get to view all of our Chat Archives, weekly Webinars - as well as the amazing PSW Wiki, which gives you Phil's recent opinions and trade ideas as well as technical and fundamental analysis of hundreds of stocks that we follow. Philip R. Davis is a founder of Phil's Stock World (www.philstockworld.com), a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders. Mr. Davis is a serial entrepreneur, having founded software company Accu-Title, a real estate title insurance software solution, and is also the President of the Delphi Consulting Corp., an M&A consulting firm that helps large and small companies obtain funding and close deals. He was also the founder of Accu-Search, a property data corporation that was sold to DataTrace in 2004 and Personality Plus, a precursor to eHarmony.com. Phil was a former editor of a UMass/Amherst humor magazine and it shows in his writing -- which is filled with colorful commentary along with very specific ideas on stock option purchases (Phil rarely holds actual stocks). Visit: Phil's Stock World (www.philstockworld.com)
I follow a long term approach and try to see things from a value perspective.
When I recommend the purchase of a common stock I have a time horizon of at least 12 to 18 month in mind. The stock market is highly volatile and I believe that an investor can only outperform the overall market by buying stocks of good companies with potential future product growth for cheap or at least reasonable prices and hold these over a long time period, ignoring or adding during unjustified share price pullbacks.
I learned about investing from:
Benjamin Graham and David Dodd - Security Analysis
Benjamin Graham - The intelligent Investor
Peter Lynch - One up on Wall Street and Beating the Street
Philip Arthur Fischer - Common Stocks and Uncommon Profits
Value Investing From Graham to Buffett and Beyond
SeekingAlpha.com , investopedia.com
My major holdings are: MU, HIMX, SIMO, DIS
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I have been all cap value investor and independent equity researcher for the past 30 years, and believe that patience is the key to successful long-term investing.