Mark Roussin is an active Certified Public Accountant (CPA) in the state of California. Mark has worked as a CPA, serving both public and private Real Estate corporations for over 10 years. Today, he provides his followers insights to undervalued dividend stocks with a goal of them reaching financial freedom in the long-term. Mark tends to invest primarily dividend stocks with a strong emphasis on Real Estate Investment Trusts (REITs).
Mark has partnered with "High Yield Landlord”, a fast-growing premium marketplace service sharing a high-income approach to real estate investing. The service boasts a community of over 350 members that receive complete access to HYL's portfolio of high-conviction real estate opportunities along with regular "TRADE ALERTS" and "MARKET UPDATES".
DISCLAIMER: Mark is not a Registered Investment Advisor or Financial Planner. The Information in his articles and his comments on SeekingAlpha.com or elsewhere is provided for information purposes only. He asks that you perform your own due diligence or seek the advice of a qualified professional. You are responsible for your own investment decisions.
Retired, started distribution 2018; Bull or Bear (BDC, mREIT) 50/50 Portfolio; dividends greater than 75% of my gross employment income. I created a High Yield Investment dividend generator that contains a 50% weighting between agency mortgage REITs and BDCs. Income and not price is the focus of my business.
"Those who live by price will dwell in the fear of price” Joe HYI
My current investment method started January 2014 to concentrate on high yield equities that put more importance on income and less on capital appreciation. Investment purchase is based on each individual stock generating a minimum dividend per year. As long as stocks are generating income to meet or exceed my minimum dividend they will not be added too or removed. I am not a Financial Analyst or a professional money manager, just someone who realizes income cash flow is the focus of my investment method.
1) Currently surplus dividends are reinvested back into stocks that require their dividends to be increased to meet my minimum yearly dividend. Since taking distributions beginning in 2018, I have set up withdraws based on 60% of total cash flow income.
2) The investment selection is based on this principle; BDCs outperform when markets are going up (positive correlation), and mREITs, outperform when markets are going down (negative correlation).
3) Capital gain does not apply to my investment method since this implies the anticipation of buy and hope for price increase in order to sell at a profit. Income cash flow is the main driver of my investment method in retirement. Portfolio balance will naturally increase since I'm always be in the accumulation phase.
-I have been investing since the fall of 2008 and invested through one of the most difficult investing periods in history and know the importance of dividend growth and stability during those times as well as during the good times. I started writing for Seeking Alpha at the end of 2011 and I have been successful with the companies I write about, which is shown by my high TipRanks success rate (Link Below). https://www.tipranks.com/bloggers/brad-kenagy
Casual investor that has started investing on my own and educating myself along the way since I've been old enough to open an online brokerage.
There are occasions where I provide my work to CEF/ETF Income Laboratory with an article that has an exclusivity period, this is noted in such articles. CEF/ETF Income Laboratory is a Marketplace Service provided by Stanford Chemist, right here on Seeking Alpha.
I am an individual investor, an SA Author/Contributor and manage the “High Income DIY (HIDIY)” SA-Marketplace service. However, I am not a Financial Advisor. I have been investing for the last 25 years and consider myself an experienced investor. I share my experiences on SA by way of writing three or four articles a month as well as my portfolio strategies. You could also visit my website “FinanciallyFreeInvestor.com” for additional information.
I focus on investing in dividend-growing stocks with a long-term horizon. In addition to a DGI portfolio, I manage and invest in a few high-income portfolios as well as some Risk-adjusted Rotation Strategies. I believe "Passive Income" is what makes you 'Financially Free.' My personal goal is to generate at least 60-65% of my retirement income from dividends and rest from other sources like real-estate etc.
My current "long-term" long positions include ABT, ABBV, JNJ, PFE, NVS, NVO, CL, CLX, GIS, UL, NSRGY, PG, KHC, ADM, MO, PM, BUD, KO, PEP, D, DEA, DEO, ENB, MCD, BAC, UPS, WMT, WBA, CVS, LOW, AAPL, IBM, CSCO, MSFT, INTC, T, VZ, VOD, CVX, XOM, VLO, ABB, ITW, MMM, LMT, LYB, HCP, HTA, O, OHI, VTR, NNN, STAG, WPC, MAIN, NLY, ARCC, DNP, GOF, PCI, PDI, PFF, RFI, RNP, STK, UTF, EVT, FFC, HQH, KYN, NMZ, NBB, IIF, CHI, JPS, JPC, JRI, TLT.
In addition to my long-term positions, I use some "Rotational" risk-adjusted portfolios, where positions are traded on a monthly basis. Besides, I use an "Options" portfolio and may own other stocks for trading purposes and may use some experimental portfolios, which may not be part of my long-term holdings. Thank you for reading.
I am an individual investor. My professional background is in the finance area. I have managed my own investments for over 30 years. For most of that time, my focus was on portfolio building using individual stocks. About 6 years ago, I shifted my focus to ETFs.
I believe that the benefits of investing, and the market, should be understandable and available to everyone, including those with little or no financial background. My hope is to explain concepts simply, taking much of the mystery and fear out of the process.
You can also find and follow me on my personal blog, Twitter, and Facebook.
I work in the Financial industry at a top U.S bank and invest for current income and retirement. My articles focus on dividend and sector ETFs, Pimco CEFs, and broad market funds for a macro perspective. An avid tennis player and former NCAA DI athlete (Go Bearcats!), I am working towards an income portfolio to allow me to spend my days on the tennis courts while my investments work for me.
I am an independent investor writing at Scott's Investments (http://www.scottsinvestments.com). My site is dedicated to discussing and publicly tracking historically successful investments strategies and sharing free investment resources. I emphasize empirical, historical, and quantitative analysis, portfolio strategies for individual investors and technical analysis.
I have quickly become a highly-rated site on Investimonials, http://www.investimonials.com/blogs/reviews-scottsinvestmentsgmailcom.aspx
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.
Our news team's weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks.
Praise for Trapping Value
"If you have to read one REIT analyst today after reading all of the others …twice...read Trapping Value." - The Los Angeles Times
“Trapping Value traps you in with mesmerising numbers and never let’s go until you close your browser.”- The New York Times
“Once in a generation an analyst comes along who changes everything. It is highly probable that Trapping Value has heard of that analyst.”- Jeff Bezos
"Occasionally, and when I say occasionally I mean rarely...TV gets something right...and by right I mean half-right."- BT
"TV is always right...whenever TV agrees with what I have said."- Quint-Lizardλ
"When I am done, half of humanity will still exist. I am hoping TV is in the half that makes it."- Thanos
"TV's the author Seeking Alpha deserves, but not the one it needs right now." Commissioner Gordon
“Easily the best looking analyst out there.”- Trapping Value’s mother
"Not just a pretty face."- Trapping Value’s spouse
"It's a TRAP!!!!!"- Admiral Ackbar
"That Trapping Value guy isn't half bad for a Canadian." Michael Boyd
I write about using dividends stocks, call options on dividends stocks, and discount bonds to retire on income that grows. When you rely on your savings to create some or all of your retirement income, dividend stocks and quality bonds are great investments.
I track my data and have 6 years of historical data; free to readers.
I am M* MoneyMadam
My goal is to design and manage a diversified portfolio that provides a growing, relatively safe dividend stream to supplement retirement income. The portfolio includes 34 individual equities, 4 CEFs and 1 preferred stock. Of the 34 individual equities, the average number of consecutive years of dividend increases is 19. Eleven of the companies have S&P credit ratings of AA- or higher. Ten are rated A+ or A. Nine are rated A- or BBB+. Three are rated BBB, and one is unrated. In addition to credit ratings, I pay attention to the number of consecutive years of dividend increases. Eight companies are Dividend Champions (25+ consecutive years); sixteen are Dividend Contenders (10+ years); and seven are Dividend Challengers (5+ years).
The 34 individual equities are: Johnson & Johnson (JNJ); Apple (AAPL), Pfizer (PFE); Procter & Gamble (PG); 3M (MMM); BlackRock (BLK); Cisco (CSCO); Royal Bank of Canada (RY); Toronto-Dominion Bank (TD); Royal Dutch Shell (RDS.B); PepsiCo (PEP); Illinois Tool Works (ITW); Texas Instruments (TXN); Cummins (CMI); United Parcel Service (UPS); Bank of Nova Scotia (BNS); Archer Daniels Midland (ADM); International Business Machines (IBM); Occidental Petroleum Company (OXY); Simon Property Group (SPG); PPL Corporation (PPL); Qualcomm (QCOM); Eaton (ETN); AbbVie (ABBV); Enbridge, Inc (ENB); Enterprise Products Partners (EPD); Brookfield Infrastructure Partners (BIP); Brookfield Renewable Partners (BEP); BCE Inc (BCE); AT&T (T); WP Carey (WPC); Tanger Factory Outlets (SKT); and Apple Hospitality Trust (APLE).
The 4 closed end funds are: Royce Value Trust (RVT); Royce Micro-Cap Trust (RMT); India Fund (IFN); and Adams Diversified Equity Fund (ADX). The preferred stock is Arch Capital Group Ltd. 5.45% Series F.
I provide occasional portfolio updates (at least quarterly) for SA's public readership, as well as occasional blog posts. In 2019, I began a collaboration with Kirk Spano to write some articles for Margin of Safety Investing Marketplace subscribers. These articles are made available to SA's public readership on a delayed basis.
I learn a great deal from our lively conversations in the comment threads and I respond to inbox messages as time permits.
(Updated June 15, 2019)
Full-time Investor, and frequent speculator.
Focus on US Stocks and Real Estate.
Degree in Economics and Finance.
More than 40 years of economic analysis and active investing experience.
Retired Financial Services CEO (company had $2 Billion in financial assets).
I invest solely for my own account, and offer no services for hire. My investments are my only source of income.
Macroeconomic conditions and cycle progression are the foundation of my investment strategy. I evaluate the macro trend, and then select investments that will benefit from that trend, shifting the mix as the cycle progresses.
Earnings growth is the sustainable fuel for investment gains. So, I look to position my portfolio accordingly, seeking those companies and industries whose profit outlook is better than average. This condition shifts as the cycle progresses.
I stay fully invested during the rising tide of a growing economy. I use leverage until the expansion shows signs of constraints and exhaustion. Rising input costs (wages, materials, energy, interest rates) combined with slowing demand growth eventually squeeze corporate profits, making growth less feasible, and recession probable.
When I see evidence of a coming recession combined with weakness in the market, I exit my equity positions, reduce my real estate holdings, and shift to the safety of cash and treasury bonds. (As of January 2018, I sold enough to eliminate my margin debt. I continue to slowly reduce my market exposure.)
After the market slides deeply, and after the panic reaches headline proportions, I begin to reinvest as I anticipate or see evidence of the market bottom. I successfully avoided the majority of the 2001-2002 and the 2008 bear markets, while being fully invested for the bull markets around those declines.
In prior cycles I purchased individual stocks. However, during this bull market I am making heavy use of ETFs (including Sector ETFs). This is much less work, but results in more average returns. I do purchase some individual company stocks when I think the company will perform better than the average in its industry sector. I do not sell short, and rarely use options.
My portfolio is about half market tracking. I also use sector rotation, selected specific companies, modest margin debt, and 3x leveraged ETFs, within the rising cycle trend to magnify and outperform the average trend. I also adjust the size of my market exposure based on market conditions, and historic patterns.
My gross investment asset allocation target is roughly 70% stock, and 30% real estate (rentals). Current mix is about 65% stocks, and 35% rentals.
Current Financial Asset Portfolio Mix (May 2019): 42% Broad US Market (SPY, RSP, QQQ...), 9% International, 8% Berkshire Hathaway, 9% Financial Services, 4% Consumer Discretionary (VCR), 4% Real Estate related, 8% Energy, 16% Cash and short-term Treasury Bonds. Market Leverage is 0.86x (down from 1.34x in 2014). Real Estate is Residential Rentals, mostly near the beach (average LTV is about 30%).
Over the past few decades of active investing in stocks and real estate, my investment returns have exceeded the average return of the S&P 500. Since the prior market peak in October 2007, my Stock portfolio average total return on equity has been about 13% per year, compounded. My Real Estate portfolio average total return has been about 7% per year for the same period. The S&P 500 average total return has been about 7% per year during the same period.
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 28 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management. He favors tactical asset allocation strategies over "set-it-and-forget-it" investing.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha, The Street and TalkMarkets. Gary’s participation on local and national radio has spanned more than two decades, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 21-year old daughter, Wei Gordon.
Ph.D. economics and Finance MBA finance
Globe Institute of Technology
Professor – Economics and Finance, Chair of Business Department
Colorado Technical University
Adjunct Professor – courses: Applied Managerial Finance (Graduate Level), Microeconomics, International Finance
European School Of Economics (New York Campus)
Adjunct Professor – Economics (Graduate Level) Courses taught: Microeconomics
Metropolitan College of New York
Adjunct Professor – Economics, Banking and Finance
Courses taught: History of Economic Thought, Macroeconomics, Money and Financial Institutions
World Gold Council
New York, NY
• Constructed econometric models relating to gold's role as a portfolio diversifier primarily aimed at institutional investors.
• Focused on models of the embedded optionality of gold in terms of its relation to other investment assets and economic fundamentals such as inflation and business conditions.
Founder and President, Internet Startup company with polling and investment advice websites.
Fundamental Portfolio Advisors, Inc.
Chief Portfolio Strategist – President
• At the predecessor company I started the New York Muni Fund, the first single state triple tax-free municipal bond fund.
• I took the fund from a one-employee start-up where I performed every function to a family of mutual funds which had five funds with total assets above $300 million and which did all of its distribution, accounting and transfer in-house.
• I wrote the initial prospectus and was responsible for managing the portfolios of what eventually grew to be a family of 5 mutual funds.
• Was chief economist for parent company’s brokerage affiliate.
• Involved on the buy-side in the development and monitoring of various structured municipal finance products. Worked with major issuers such as New York City and major investment banks such as Merrill Lynch and Goldman Sachs.
• Designed and submitted a U.S. Patent Application for a portfolio management system for mutual funds involving derivatives.
Note: In 1996 Fundamental Portfolio Advisors and myself were subject to civil litigation by the SEC which resulted in deregistration and a permanent bar from the securities industry.
A. Gary Shilling & Co.
Senior Economist – Vice President
Economic consulting, modeling and forecasting. Both macro and micro.
• Clients included: Emerson Electric, Bethlehem Steel, Castle & Cooke, Cooper Industries and the U.S. Department of Transportation.
• I was the author of the 1979 study commissioned by the U.S. Government Interstate Commerce Commission, which calculated the expected economic impact of trucking deregulation.
White, Weld & Co, Inc.
• White, Weld was the sixth largest investment banking and brokerage firm when Merrill Lynch bought it.
• Extensive work was done on the All-American Pipeline Proposal to tap the Alaskan Gas Reserves.
• The economics department of White, Weld formed A. Gary Shilling & Co. at the time of the Merrill Lynch merger.
American Stock Exchange
New York University
June 1978 Ph.D.
• Ph.D. dual field, economics and finance.
• Doctoral dissertation was in contingency claims (options) theory
June 1973 MBA with concentration in economics and finance
NYU Engineering School
June 1971 Bachelor of Science - Nuclear Engineering Tau Beta Pi
Analysis of the Embedded Inflation Optionality in Gold Prices. World Gold Council, 2000. New York, N.Y.
The Economic Impact of Trucking Deregulation. Interstate Commerce Commission, 1979, Washington D.C.
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
I'm also involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
Welcome! I am a Finance PhD, MBA, investment adviser, fraud examiner and certified anti-money laundering specialist with more than 25 years trading and investing stocks and other securities. I'm the founder of Value & Momentum Breakouts.
Like many investors, I got bored with low annual returns and began looking to harness unique financial anomalies and algorithms for excess risk adjusted returns. As an anomaly detective I apply a Best Algorithm Selection Engine (BASE) approach that leverages forensic analysis, time-series and cross-sectional momentum algorithms, and the latest academic financial models to identify profitable irregularities in fundamental value and momentum characteristics. A key value of my service bridges the gap from complex academic research to practical trading advantages for those looking for well documented excess returns.
I share my expertise by generating frequent Value & Momentum Breakout stock portfolios from the different financial algorithms across peer-reviewed financial literature. The best selection of stocks from these algorithms are applied to the Premium Portfolio reserved exclusively for subscribers.
CEF/ETF Income Laboratory is a top-ranked premium newsletter focused on research and analysis of closed-end funds (CEFs) and exchange-traded funds (ETFs). We boast a community of over five hundred serious income investors dedicated to sharing the best CEF and ETF ideas and strategies. Check us out to see why one subscriber calls us a "one-stop shop for CEF research.”
I am a Certified Public Accountant (CPA) (prior FL; current NJ and NY license) and a Certified Financial Planner (CFP). I have also been a member of the American Institute of Certified Public Accountants (AICPA) for 19 years (CFF as well). My current title is partner at a national accounting firm. I have audit, tax, and consulting experience with entities in the following sectors: closed-end funds, energy, financials, healthcare, homebuilders, pharmaceuticals, private equity, REITs, and telecoms. I've also have experience with C-corps., estates, high net worth individuals, LLCs, LLPs, S-corps., and trusts. I am an active investor. My investing fundamentals are based on both qualitative and quantitative information. By using my financial / analytical skills, I create specific investing ideas / strategies based on valuations and total returns. The two main sectors I currently provide articles on are mortgage real estate investment trusts (mREITs) and business development companies (BDCs).
Winner of the Summer 2017 PRO Promotion
** December 2018 Note: Hi readers. I wanted to let you know that I am currently "teaming up" with Colorado Wealth Management to provide additional data / insight within the mREIT sector. Through this new collaboration, I am providing continuous CURRENT BV per share projections on all 20 mREIT stocks I cover. This consists of weekly CURRENT BV updates for all covered agency mREITs and monthly CURRENT BV updates for all covered hybrid and multipurpose mREITs. This very informative (and premium) information will be provided through this contributor's existing S.A. Marketplace service.
This new service DOES NOT change my "pattern" per se here at S.A. I will continue to provide non-Marketplace mREIT articles, analyzes, and "real time" purchase and sale disclosures. The above mentioned upcoming service is an "add-on" feature for readers who want even more, value-oriented mREIT information through an existing Marketplace Service with Colorado Wealth Management. Thanks again to all my loyal readers.
StockTalk Unrealized/Realized Gain "Success Rate" as of 3/31/2019: 35/40 = 87.5%
StockTalk Total Return "Success Rate" as of 3/31/2019: 40/40 = 100.0%
For a detailed list of every projection I've made at Seeking Alpha (vs. actual results), please send me a personal message ("pm") through the inbox feature (too long to list here; current tally over 350 projections).
Disclaimer: I cannot own and will not give an opinion on any investments my current employer has any direct or indirect professional services with (accounting, audit, tax, consulting, etc.). As such, most large-cap stocks are "off the table" regarding my articles. All accounting insight, analysis, and opinions stated within any articles I write (in regards to a specified stock) are entirely from my own personal research and analysis. I believe my articles are both informative and in some cases educational.
Note: A growing number of readers/investors, analysts, and representatives of firms have requested to be provided with my "spreadsheets/models" to help better understand certain companies/sectors. My researched data is several files of 100+ spreadsheets/models containing both stocks I write about on S.A. and stocks I choose to not write about on S.A. To reduce the repeated requests to provide such data, these spreadsheets/models are ALL linked together. As such, all current and future requests to "share" ALL my data/models will be politely declined. Thanks for your understanding regarding this matter.
I appreciate my loyal readers and I’ll continue to try to provide high quality, in-depth articles.
Below are the stocks I currently cover (as of April 2019):
Stocks Covered (20 mREITs; 16 BDCs; 5 Other Sectors): AGNC, AINV, AI, ANH, ARCC, ARR, BMNM, BXMT, CHMI, CIM (New), CMO, DX, EFC, FSK (formerly FSIC), GAIN, GBDC, GPMT, IVR, MAIN, MCC, MFA, MITT, MO, NEWT, NLY, NRZ, NYMT, OCSI (formerly FSFR), OCSL (formerly FSC), ORC, PFLT (New), PMT, PSEC, PM, Sierra Income Corp. (Ticker Pending; New), SLRC, TCPC, TRP, TSLX, TWO, and WMC.
Commonly Asked Questions:
Question 1): If you are only paid per article, why make your articles so long / detailed?
- I like to provide the “nuts and bolts” of a company. As such, I strive for my articles to have some sort of “hard to obtain” facts / figures. From this data, I like to fully discuss / analyze specific topics within a particular stock. This mainly consists of a quarterly projection article and a series of articles on a company’s dividend sustainability. In certain instances, I also write articles in regards to specific, material events that occur during a quarter.
- I believe a company’s quarterly results and upcoming dividend declarations are two of the most important topics readers are requesting information on. My analysis takes the “average” article several steps further to allow readers to have access to information that is rare to public viewership.
Question 2): How come you only write 1-2 articles a week (would like to see more)?
- As stated in my profile above, I have a full-time professional career. I write / analyze stocks in my free time. To provide these types of high quality / in-depth articles, I can’t see writing more than 2 articles a week. I believe “quality” should always be a higher priority versus “quantity”.
- As many readers should know by now (if you’ve followed me for a while), I not here for the monetary rewards. If that was the case, I’d write 5+ weekly articles and provide little to no engagement in each article’s comment section. I believe the comments section is as important as the article themselves b/c readers have a wide range of questions in relation to each article or the sector in general.
Question 3): What do you personally gain from writing these articles?
- I am not here trying to promote a company, book, or website. There’s nothing wrong with that. That’s just not what I’m about. I’m here for the “average Joe”.
- When I decided to write these articles, I based it on the notion I am filling a “special niche” per se. Using skills that have been built up over my professional career, my articles usually provide unique information that most writers either a) don’t have the technical expertise to provide or b) don’t bother providing due to the time it takes to compile such data. As such, I believe the S.A. community benefits from my articles. I solely do this b/c it’s a passion of mine and I like helping readers have accurate, reliable data that is not readily available. Yes, I understand this may seem “hard to believe” in this day and age.
Question 4): How come you do not write about more stocks?
- To give readers the level of detail that I provide in my articles, I amass large amounts of data every quarter (or even weekly). As a direct result, a large amount of time is consumed by obtaining / analyzing this data.
- If I expanded the stocks I research, it would most likely take away the quality of other articles I currently am writing about. Again, this gets back to the “quality vs. quantity” metric.
- There is a fairly large range of stocks / investment vehicles I cannot write about / provide an opinion on due to various conflicts of interests (regarding my professional career). This is a topic I take VERY seriously.
As a professional in commercial real estate, my investment focus is on REITs. My goal is to provide detailed research on the properties being acquired and sold by REITs, as the quality and value of the real estate purchased by a REIT has an impact on the long term health of a REIT.
Beyond Saving is a contributing author for High Dividend Opportunities Seeking Alpha's #1 Service for Income Investors and Retirees
Hi everyone, my name is Khen Elazar and I am a 27 years old. I am investing in the stock market since I was 17 years old. I did it with the help and guidance of my father who is an investment adviser. I used to invest in value and growth stocks, and in Israeli junk bonds. Over the past two years, I have been investing mainly in dividend growth stocks. I also enjoy reading and study new things. I am a political junkie and sport enthusiast, mainly soccer and NBA.
Mr. Berger is the creator and developer of the YDP screening tool, a chart system and its analysis for screening and monitoring dividend income equity investments. The recipient of Seeking Alpha's Outstanding Performance Award, he also has been Seeking Alpha's #3 ranked Author for Income Investing Strategy & #4 for Utilities.
20 years of sitting in the board room gives me unique insights into Oil & Gas investments and corporate deal making in general. Additionally, he offers a Premium Research subscription service for boosting income while reducing market risk using covered option writing on a dividend income equity portfolio.
Residing in Brazil gives me a local's inside view on the pulse of its economy, politics, investment climate and breaking news. A view of my front yard is available here.
A former Chief Operating Officer, Director, Vice President and General Manger of Oil and Gas for Southern Pacific's Oil and Gas Operations, Business owner, geologist, and cribbage player, I've been an investor for over 48 years (started young at 13) and learned my lessons the way that makes them stick, by hard knocks and both big and little mistakes. Hopefully I can share some of those lessons with others.
I am an American expatriate that decided to retire at age 57 in 2009 and now live in Brazil. As an early retiree I invest for income and manage portfolio risk by screening for strong and reliable historic data along with favorable fundamental and technical current trends.
I spend 6 months/year living at home in Brazil and 6 months/year traveling the world. I have structured my financial positions so that I live virtually tax free with much of my income exempt from US tax since I live ex patriot and a lot of my US derived income over the annual ex-patriate exemptions is held in my tax free ROTH and tax deferred IRA/SIMPLE plans. This enables my tax savings to pay for my 6 months of annual traveling :) .
My investing is for income and appreciation with a balance of low to moderate short term risk and low long term risk. To accomplish this I use quality dividend payors with a long track record of steady or increasing dividends along with slowly appreciating equity prices. I target a 6 to 9 % yield and almost exclusively require a minimum history of 5 years of steady/increasing dividends and no decreases in dividend ever or at least past 10 years. I diversify through sector, country and currency unit the stocks are traded in, and security type (equity, royalty trust, REIT, mlp, etf, and ADRs).
I use covered call writing to enhance my portfolio yield with no added risk. In fact, it lowers the risk substantially. Once I identify a stock I want to own and an entry price for it, I write cash covered puts at or below that entry price (with a minimum of 1%/month time premium. Thus i obtain at least a 12% annualized yield before compounding just from the option premium.
Likewise, I use the sale of cash covered puts to generate income and and generally get an entry point at 5 to 10% below my acceptable entry level price if/when the put stock does get presented. Thus my strategy provides a 12% pre compound yield on cash and entry into stock purchases at a 5 to 10% discount from "retail".
Because I only select stocks that I am willing to hold long term for their reliable dividend yields of > 6%, I am not concerned much with market volatility or short/midterm risk. Indeed, market volatility is my friend since it increases the premiums paid on the options I sell. I also selectively sell covered calls on positions I hold long so as to add to my yield that way while not taking on any additional risk.
This strategy has kept me happily living off my portfolio income and traveling 1/2 the year while my portfolio has been slowly increasing in value even after my harvesting income for living expenses. Of course my income will incrementally increase when social security kicks in for me in a few more years and I may then slightly mofidy my goals and strategies.
Readers can get an e-mail once a day from Seeking Alpha that lists all newly published articles of ALL the authors they follow in a single e-mail. To get these updates:
- a - Click "Alerts" along the top menu tab (just left of the green PRO tab)
- b - Scroll all the way down, and check the box for "author alerts" (2nd box from the bottom)
- c - Then you'll be notified by Seeking Alpha once per day of new articles by all authors you follow (in a single e-mail)
Pioneer of the proven trading philosophy BAD BEAT INVESTING, Quad 7 Capital, (parent company of Quad 7 Research, Quad 7 Partners, and Quad 7 Poker), was founded in 2017 by a team that consists of a long time investor, health researcher, financial author, professor, professional poker player, and politician. The BAD BEAT INVESTING Service is a top performing Marketplace service, focused on extreme value, and leveraging news driven events for rapid return swing trades.
The company has expertise in business, policy, economics, mathematics, game theory and the sciences. The company has experience with government, academia, and private industry. Quad7Capital.com covers a wide range of sectors and companies, with particular emphasis on news related items and mini-analyses on growth companies, cryptocurrencies, REITS, biotechnology/ pharmaceuticals, precious metals, blue chips and small-cap companies. It further offers money saving tips and market news.
Quad 7 Partners is the driving force behind the overall focus on current events, earnings, and timely developments, while Quad 7 Research aims to conduct several in depth analyses per month to identify misplaced market bets, and deep value situations. We are on Stocktwits, and Twitter under username _Quad7Capital_, and on Facebook and TalkMarkets under Quad7Capital.
I'm an Army veteran, 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 23 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 diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays a safe 4% to 6% yield
2. Offers 6% to 8% long-term dividend growth
3. Buys quality, low-risk dividend payers at fair value or better
4. Generates double-digit long-term annualized total returns
Feel free to email me with any questions you may have at:
Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium newsletter platform, "Retirement: One Dividend At A Time" . This exclusive RODAT Portfolio has performed even better than my popular FTG Portfolio, with higher dividend income growth and greater capital appreciation.
I'll be happy to send you subscription information and a couple of free, exclusive articles so you can judge for yourself if my service is for you.
We now offer three subscription tier levels, all very affordable, one for every pocketbook.
Just send me your email address and I'll send you all the information you need to decide if my service is suitable for you. Send your email to:
If you are interested in any of my very popular and easy to use digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site:
You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
Feel free to email me with any questions you may have at:
Robert Hauver, MBA, is a Registered Investment Advisor Representative., who publishes SA articles under the name
TipRanks rates DoubleDividendStocks in the Top 25 of all financial bloggers, and Seeking Alpha rates us in the Top 5 of several categories, including Dividend Ideas, Basic Materials, and Utilities.
We offer 2 investing services:
"Hidden Dividend Stocks Plus", a new Seeking Alpha Marketplace service, which focuses on undercovered and undervalued income vehicles. HDS+ scours the world's markets to find solid income opportunities with dividend yields ranging from 5% to 10%-plus, backed by strong earnings.
DoubleDividendStocks.com, an investment newsletter/website that features the best dividend stocks and option selling strategies for income investors looking to enhance their yields.
The https://www.DoubleDividendStocks.com website also features High Dividend Stocks By Sector Tables, Covered Calls and Cash Secured Puts Tables, a Dividend Stocks blog, and a a Stock Market News and Data pages. 845-225-4094
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.
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, 2016, and 2017 (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 married with 5 wonderful kids.
If you're in Seeking Alpha's app, this page won't display correctly. Please use a browser. In mobile browsers, please click in the top right corner and choose "View Desktop Site".
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.