Became a self directed investor in 2008. Retired in 2011 but still accumulating, mainly through dividend growth investing in Cdn, U.S. & Int'l stocks. Also interested in seasonality and technical analysis which are useful timing vehicles for investing. My portfolio is close to 100% invested in dividend growth stocks, roughly equal weighted by income. I currently hold 10 U.S. & 25 Cdn stocks plus a globally diversified mutual fund for parking dividend income.
I am a value focused investor. Stocks rise and fall for many different reasons that we often cannot predict. Eventually, it is those companies with a wide moat and the ability to generate cash flow that prevail. Therefore, my investment focus is to find value stocks that are able to generate cash flow, with sustainable dividends and provide growth over time. I focus my attention on analyzing large-capped dividend growth stocks, REITs and ETFs. I aim at providing a quarterly update and insights on stocks I follow. Please feel free to browse the articles that I wrote and provide any comments.
Past President of the Canadian Society of Technical Analysts Author of a free daily blog on equity markets at www.timingthemarket.ca Former Analyst advising the Horizons Seasonal Rotation Fund (HAC on the TSX) 45 years experience in the investment industry. Frequent presenter on BNN Television. Over 32,000 Stocktwit followers @equityclock
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A Canadian with numerous years of investment experience who has a BCom degree from a well respected Canadian university and has experience working in the wealth management industry.
Institutional investment manager authoring on a variety of topics that pique my interest, and could further discourse in this online community. I hold an MBA from the University of Chicago, and have earned the CFA designation.
My articles may contain statements and projections that are forward-looking in nature, and therefore inherently subject to numerous risks, uncertainties and assumptions. While my articles focus on generating long-term risk-adjusted returns, investment decisions necessarily involve the risk of loss of principal. Individual investor circumstances vary significantly, and information gleaned from my articles should be applied to your own unique investment situation, objectives, risk tolerance, and investment horizon.
I am interested in small capitalized companies with a high optionality to the upside compared to the relative downside risk. I am grounded in a value based approach but will also explore special and short situations. I am a trained CPA and continue to practice in industry.
Warning: my twitter account is very random but will have a lot of economic and business items sprinkled with Green Bay Packer comments.
Just a small time private investor that is currently investing in oil & gas related energy names. Both from Canada and the US. Since I cannot generate enough in dividends from Canadian producers anymore, and now that I am retired, I'm having to invest much more in the Permian in order to find any names worth owning for growth. Subscribing member to HFI Research, and The Upstream Oil Hub, and enjoying what we get to learn there. (updated on 6/29/2017)
I'm part of the team at Sure Dividend, an investment newsletter provider aimed at helping people invest better through low-cost, long-term investment in individual stocks.
My journey as an investor started relatively early. I was 19 when I bought my first stock, followed shortly by a timely Christmas gift from my sister - a copy of Benjamin Graham's Security Analysis. Reading this book cover-to-cover at that formative time of my life was a tremendous gift and has played a significant role in my growth as an investor.
I have also meaningfully benefitted from Seeking Alpha, both its content and its wonderful community (particularly the dividend & income members). I enjoy this site and look forward to connecting with its other readers - reach me on here or at email@example.com.
I am an individual investor and have been investing part-time for the better part of the past 20 years. I am primarily interested in fundamental analysis, focus on the long term and my portfolio is composed primarily of dividend paying equities. I have a moderate risk profile and I look for growth and value. My passion for finance and the markets have let me to my MBA and writing for Seeking Alpha, Stocktrades and Motley Fool.
Are you looking for a bit of Northern Exposure in your portfolio> Hi I'm Cameron Conway, an escaped Winnipeger now living in Vancouver B.C. Since 2013 I've been writing about how Canadian investors can best navigate the stock market by exploring the top companies on the TSX. This includes energy, transportation, banking and Canada's limited tech sector.
My goal is to help investors go further into understanding how the everyday stories of a company can influence its stock prices.
Current holdings (All TSX) CNR CPG ENF RY WJA
25 years of investing experience, mostly in Canadian stocks. I've had success in Canadian financials, Canadian energy, and Canadian small caps. I look forward to sharing my ideas with the Seeking Alpha community and learning from others.
Investing in stocks can be highly rewarding -- or excruciatingly costly and painful. Confucius said, “Life is really simple. But we insist on making it complicated.” Warren Buffett, in applying Confucius’ wisdom to the world of investing, said “Investing is simple, but not easy.” This is a great truism for investors to always keep in mind. It’s not easy because we humans have a penchant for complicating things, especially when it comes to investing our money.
Earlier in my “investing career”, I was a pure value investor but I came to appreciate that there was value in paying-up for quality. So about 25 years ago, I settled on my approach to investing which can be summarized in four compound words: Quality-Value, Large-Cap, Dividend-Growth, Long-Term - that is, a long investment horizon. My ideal holding period is forever.
By “Quality-Value,” I mean quality companies whose stocks are trading at a fair price. I only want to own great businesses that are managed by seasoned professionals who are good capital allocators. And I want them to have skin in the game. By this I mean I want them to own equity in the business and think and act like owners.
My goal in value investing is to find diamonds in the rough - stocks of companies that the market has temporarily undervalued. In other words, companies whose stock prices do not reflect their fundamental worth or intrinsic value.
Some value investors only look at present assets and don't place any value on future growth. I include the estimation of future growth and cash flows in my investment analysis. Despite the different methodologies, it comes down to the same thing: trying to buy something for less than it is fundamentally worth.
With large-cap stocks as the starting point, I focus on value and dividends, particularly dividend growth. In my experience, dividend-growth investing is a value tilt in disguise.
A long investment horizon is a key advantage individual investors have in generating real net returns versus institutional investors. The “pros” are evaluated at least quarterly against benchmarks and their professional peers and are under pressure to make many buy and sell decisions within short periods of time and. As a group, they turn their portfolios over more than once a year, often for no other reason than "window-dressing."
All of this activity increases costs and judgment errors, making it more difficult for them to be correct all the time. Instead of making just a few thoughtful investment decisions per year, professional portfolio managers are making hundreds. Individual investors are not under such pressure to swing at so many pitches.
A speculator tries to predict the thinking and actions of others. But as someone once said, "It is difficult to make predictions, especially about the future." Because I am investing for the long term in a diversified portfolio of carefully selected companies with broad economic moats and timeless businesses, I don't have to speculate on the gyrations of global market or the behavior of other investors.
By staying focused on the fundamental value of the underlying businesses in making our investment decisions in the first place, we have no need to fear fluctuations of the stock market. I don't panic in the inevitable periodic bear markets. Volatility is a fact of life for investors in the stock market. Periodic market downturns present opportunities to acquire additional shares of quality businesses when they go on sale.
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.
My name is Mike McNeil and I’m the author of The Dividend Guy Blog & The Dividend Monk along with the owner and portfolio manager here at Dividend Stocks Rock (DSR). I also have a service on Seeking Alpha's Marketplace called Dividend Growth Rocks, aimed at investors who are interested in both income and capital growth from dividend stocks. 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 started my career in the financial industry back in 2003. I earned several promotions along with a good pile of diplomas. I had lots of fun working with clients in private banking for half a decade, but thought I could do more with my life.
In 2016, I decided to take a leap of faith and left everything behind to travel across North America and Central America with my family. We drove through nine countries and stayed three months in Costa Rica before returning home. This was an eye-opening adventure that led me in 2017 to quit my job in the financial industry and pursue my dream; helping others with their personal finance through my investing websites.
You just found the reason why I quit my suit & tie job!
Business owner for over 35 years now working less and investing more. Our company has grown from $1M in sales to $25M in that time. I have recently sold my shares as part of an exit strategy. My philosophy for success in life and business is based on creativity. As Albert Einstein once said, "Insanity: doing the same thing every day and expecting a different result."
I am a private investor with a value orientation. By that, I mean I like to buy great companies at prices lower than their intrinsic values. Great companies are ones that produce consistent positive cash flows and will continue to do that for the foreseeable future due to things like strong brands, sustainable competitive advantages, long-term customer contracts, etc. Low prices means things like low price to book (below 1x) or low price to cash flow (below 6x). Sometimes I will pay a bit more for a great company or sometimes I will buy a mediocre company if it is trading very cheap. I like dividend-paying stocks but it's not a show-stopper if they don't pay a dividend. I am a big fan of some of the great value investors of all time such as Warren Buffett, Prem Watsa, John Templeton, Peter Cundill, Charles Brandes, Francis Chou, etc. I allocate a significant portion of my portfolio to these guys as I am not arrogant enough to believe that I can outperform them on my own. However, I do manage 70 - 80% of my portfolio on my own through individual stock picking. I have an undergraduate degree in Mathematics and a masters degree in Finance. I read a lot about investing and would consider it one of my main passions. I also like sports and travelling. I owned and operated a billboard advertising company for many years, then sold it in 2016. I own several private businesses as well, in the areas of rental properties, media and financial.
I like to take a long-term approach, and have a bias to quality stocks. I enjoy finding and writing about wide moat underlying businesses, with some general investing strategy thrown in too. I also have a blog about stocks and general long term investing ideas which you can check out below:
The posts are meant to be informative and hopefully insightful. I write to share my ideas, highlight some interesting stories and to interact with other investors - please feel free to contact me if you'd like to chat further.
I make lot's of mistakes so please do your own due diligence. I don't intend to aggressively promote stocks but it's fair to say I am often talking my own book.
Ian worked for Kerrisdale, a New York activist hedge fund, for three years, before moving to Latin America to pursue entrepreneurial opportunities there. His Ian's Insider Corner service provides live chat, model portfolios, full access and updates to his "IMF" portfolio, along with a weekly newsletter which expands on these topics.
Ian is also an associate analyst for Value Investor's Edge. VIE is a top-ranked deep value research service featuring exclusive work from J Mintzmyer, James Catlin, and Ian Bezek.
I am a personal finance and investing blogger. A software designer by profession, I have a passion for economics, business, finance and investing. My personal financial goals are to generate enough passive income to fund my retirement, and along the journey - share my experiences and help the readers.
Former VP of two multinationals ( ad agency and Fortune 500 co)
Direct and indirect experience with over 200 companies ( Sr. Management)
Small business owner since 1990 - Marketing Consulting
Retired - independently wealthy as a result of investing since 1968 (not crazy rich).
Most assets are fully managed by Financial Advisors of 37 years (one of the top groups in Canada for 37 consecutive years, with an international client base)
SA Comments are re one account with shared investing responsibility with my advisors.
85% is in conservative investments, bonds and cash 15% in higher risk/ high growth potential stocks.