I have been buying stocks since I was 15. Yikes! that means I have been an investor for almost 50 years! I am a Full Time Investment Advisor since the late 70's. I hold an undergraduate degree in Economics and Political Science and an MBA in Finance and International Business as well as several other Investment Licenses. Stocks didn't get me though college. Scholarships did. Stocks are my passion.I love writing too. If I ever retire I might do more of it! Because of what I do for a living I can't write articles yet. I have recently relocated from the Northeast to Florida.
Check out my website:
Here's my most recent portfolio update, for those interested in my holdings:
Ranked #18 overall blogger by TipRanks for 2014. University of Virginia, class of 2011 B.A. English I am a young investor focused primarily on dividend growth stocks. Seeking Alpha, and more specifically, the dividend and income community that exists here, has played a significant role in my development as a portfolio manager. I am not a professional, though I do manage my family's finances. I enjoy the process; the research, the decision making, the strategic planning...and not paying a financial adviser to do the work for me. I've built what I believe to be a conservative, diverse, and balanced dividend growth portfolio currently consisting of 65 positions. Thus far, I've been able to meet by goals from income, income growth, and capital appreciation standpoints. I use a wide variety of metrics, both fundamental and technical, when establishing fair value when doing my due diligence on an individual company. All of my methods are discussed in my work here. I hope this work inspires debate, conversation, and education - this is why I write for Seeking Alpha, to give back to the community that has helped me so much and to hopefully contribute, in some way...even if its by posing a question, to the growth of others.
*I should note that all articles that I write here are done so for my personal informational/educational purposes only. Any purchases that I make or opinions that I express are not meant as recommendations for anyone else. Please perform your own due diligence before following my lead into or out of a position. I am not a professional. I enjoy investing and the open discussion that articles on this site inspire - this is why I write, not to influence anyone else's decisions, but to enhance my own ability to make sound financial choices. That being said, I wish the best of luck to everyone. May we all meet our own financial goals.
Investor/Trader in biotech and tech sectors for 10 years. Founder & Editor of ROTY (Runners of the Year), a strategy and now Marketplace Service focused on discovering opportunities to achieve high % gains within a year´s time frame.
Importantly, I often highlight risk management and entry/exit strategies, as I believe they represent areas that are often neglected but materially important for readers to understand and apply if they want to be profitable long term.
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
John Huber is the portfolio manager of Saber Capital Management, LLC, an investment firm that manages separate accounts for clients. Saber employs a value investing strategy with a primary goal of patiently compounding capital for the long-term.
John also writes about investing at the blog www.basehitinvesting.com, and can be reached at email@example.com.
Retired electrical engineer. Now a writer, investor, and consultant. I have written financial articles for SA, Motley Fool, Benzinga, Investor Place. Now I write for fun on my personal blog "The Mathematical Investor": https://mathman6577.wordpress.com. You can follow me on Twitter at @mathman6577. If you're an "early retiree" like me check out the Facebook page https://www.facebook.com/earlyretirees/.
My portfolio consists of the following:
(A) 401k: Large and mid/small cap index funds (US and International), UTX, stable value (fixed income) fund
(B) Taxable brokerage account: KO , AAPL, PG, JNJ, T, CVX, MMP, AFL, CVS, NWE, WMT, FTBFX, TROW , EMR, PINCX, RTN, WEC
(C) IRA: NHI, ES, MCD, CB
I use the "Bucket Approach" for asset allocation:
Bucket A: Emergency fund + planned expenses within the next 2 years = cash account
Bucket B: Next eight years of expenses = fixed income accounts (used to replenish Bucket A when empty)
Bucket C: Expenses ten to thirty years down the road = dividend stocks + index funds (used to replenish Bucket B when empty.
Top 100 Blogger According to TipRanks
Years of experience working for a registered independent advisor ("RIA"), structuring client accounts, performing due diligence on separately managed accounts, and performing fixed income and equity research. Worked at a bulge bracket investment bank on the trading desk for mortgage-backed securities ("MBS") as well as within derivatives trading, finished my time there in internal risk and audit.
Now invest and write full time on Seeking Alpha.
I am a private investor from the Netherlands. I have a very long term view and focus on stable, dividend-paying investments. My favorite holding period is forever, but I am looking for interesting growth stocks now and then. I am writing for Seeking Alpha because I like to share my insights and enjoy the interaction about investing ideas. My writing is mostly about stocks I own and know a lot about. I am most interested in the consumer staples/discretionary, the energy and the industrial conglomerates markets.
On the picture you can see my cat. I like to think that my investing mimics his behavior: most of the time not doing a lot, finding the best places to lie down (enjoying solid dividend-paying investments). But sometimes for a brief period of time he can become very agile and active, just like what I should do when I notice great investing opportunities (though I'm skeptical about market timing).
West Point distinguished graduate and senior co-founder of Stryker Corporation's world leading EMS business, Gary Morton is the author of the Amazon bestseller Commanding Excellence: Inspiring Purpose, Passion, and Ingenuity through Leadership That Matters. In the book, he reveals the secret sauce that led to extraordinary success in two different organizations: the only US Army maneuver task force that has ever won every battle at the grueling National Training Center and Stryker Corporation which grew its earnings 20% or more every quarter and every year for 28 consecutive years. Finding businesses that exhibit the key elements of this secret sauce will help investors discover companies that are likely to deliver truly exceptional market returns as Stryker did in its 28 year run under former CEO John W. Brown.
A buy-side equity research analyst and a deputy portfolio manager covering global financials.
With nearly 10 years of investment experience on both buy- and sell-side, I provide research coverage on U.S., European, LatAm and CEEMEA banks/financials, including fundamental analysis, DCF/multiples valuation, commentaries on price-sensitive events and actionable trading ideas. If you are interested in the topic, click the "Follow" button beside my name on the top of the page.
Feel free to e-mail at firstname.lastname@example.org
I am an a biotech/pharma professional who has spent the last 20 years in Healthcare. I am a physician and hold MBA from top five U.S. business school. My experience includes investment banking and strategy consulting for biotech/pharma companies.
Daniel R. Amerman is a Chartered Financial Analyst, author, and speaker, with BSBA and MBA degrees in Finance, and over 30 years of professional financial experience. As an investment banking vice president in the 1980s he did groundbreaking work in the CMO/REMIC area as well as the creation of synthetic securities for institutional clients. As an independent quantitative analyst in the 1990s and early 2000s, he advised commercial real estate owners, investment banks, and issuers on mortgage-backed bond originations. He is the author of six books on finance, including two published by McGraw-Hill (and subsidiary). Beginning in the early 1990s, Mr. Amerman became an outspoken critic of conventional retirement planning, arguing the accepted paradigm had multiple deep flaws that would lead to a profound long-term underperformance which would imperil both individual investors and pension funds. In the 20 years since that time, he has since developed a large body of work that concentrates on alternative strategies for long-term investors, more information is available at danielamerman.com.
Mr. Amerman leads solutions-oriented workshops as well, more information is available on his website.
Yield Hunting is an alternative income investing service dedicated to income investors who are searching for yield hunting without the high risk of the equity market. Founded by a Lead Wealth Advisor, Chief Investment Strategist, and individual investor with two masters degrees and a CFA designation with over 20 years of investment experience. This premium subscription service authored by Alpha Gen Capital features a core-satellite model that allows investors to adjust for their own particular risk tolerance. We specialize in fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
I am a value investor focusing on REITS and other income producing stocks and etfs. I have accounting designations from both US & Canada.
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I'm a tech columnist for TheStreet. I was previously responsible for Seeking Alpha's tech news coverage, as well as its Eye on Tech newsletter. Prior to that, I wrote for other financial sites and published independent investment research, primarily on tech companies.
I have a B.A. in Economics from Columbia University. I'm based out of San Diego, but grew up in Southern New Jersey. I play basketball and tennis in my spare time, am a long-time (and long-suffering) fan of Philadelphia's sports teams, and alternate daily between using an iPad Air, a Galaxy Note 3, and one or two Windows PCs.
Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies and manager selection. The principal has been responsible for managing nearly seven billion dollars in credit investments across the capital structure and overseeing the research and trading of credit market activities. Rubicon Associates has written for Seeking Alpha, Learn Bonds, a newsletter and TheStreet.com in addition to advising institutional and private investors.
Seeking Alpha's product team is responsible for the development of all of our product-related projects from start to finish. These projects include the Seeking Alpha Portfolio apps on the App Store and Google Play, our Real Time email alert product, and optimization across the Seeking Alpha website.
The purpose of this profile is to allow us to share with our readers all new product developments. Please follow us on Seeking Alpha to receive updates. We look forward to your input and feedback!
SA Product Team
Ted Waller is a private investor who bought his first stock at age 13 (GTE) and has over 50 years of investing experience. His focus is on deep value and low risk. Acquiring wealth is a slow incremental process that requires setting goals, adherence to principles, patience, and flexibility.
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.
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!
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 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!
I'm also 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.
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!...
Sure Dividend helps individual investors find high quality dividend growth stocks with strong competitive advantages suitable for long-term holding.
To this end, we created our Seeking Alpha exclusive service Undervalued Aristocrats. Undervalued Aristocrats finds the safest dividend growth stocks trading at undervalued prices. Click here to learn more.
Jonathan holds a bachelor's degree in Industrial Engineering and is one of Seeking Alpha's top contributors for dividend ideas as well as for long ideas.
According to tipranks Jonathan is among the top 2% of bloggers (as of Jan. 20, 2018: https://www.tipranks.com/bloggers/jonathan-weber).
Disclosure: I'm not a financial adviser. All articles are my opinion - they are not suggestions to buy or sell any securities. Perform your own due diligence and consult a financial professional before trading.
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 manage investment portfolios for institutions and individuals (ranging from safe retirement income to aggressive long-term capital appreciation). If you are a "do-it-yourself" investor, I share model portfolios and investment ideas within The Value & Income Forum. You can learn more about me here. Please feel free to contact me any time. Thank you.
Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports, dividend reports, and ETF reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information.
Visit our website at www.valuentum.com
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613. Follow us on Twitter: @Valuentum
Some information about my investing:
I have been investing my own money (and managing it myself) for over two decades now. I would never let anyone else manage my money and neither should you.
My portfolio is structured as a "High Yield Strategic Income" portfolio. The portfolio has evolved over the past 20 years. All distributions are reinvested.
I make every attempt to tell my fellow investors what they "need" to hear, not what Wall Street and the main stream media think you "want" to hear.
"Past performance definitely does not guarantee future results". With that said it amazes me that for most investors of dividend stocks, the best they can do is invest in all the same exact S&P company stocks by largest market cap.
A side note:
I used to be more involved in the Seeking Alpha community however I have scaled way back. The content has become extremely stale & most articles (especially regarding dividend stocks) are simply repeats of previous articles written be different authors. (How many articles do we need about KO, GE, MO, etc. that say exactly the same thing 300 times per year, year in, year out?) The amount of so called advertising masquerading as articles has reached absurd levels as well.
Educate yourself about what people really earn in this country:
Then ask yourself: "How is it possible most people the US can "appear" to be so wealthy?"
It is a starting point to cut through the deception that is the main stream media and Wall Street salespeople.
Also: Everyone no matter what age should watch "Money as Debt"
A personal note:
Our family are active charitable donors to:
* The Children's Hospital of Philadelphia
* St. Jude's Children's Hospital
* Ronald McDonald House
These institutions provide valuable services to children and veterans in need. I know this from personal experience. If you are able, please donate a little something every month to each of these organizations. Thank you.
Founded by Dr. Hung Tran, MD, MS, CNPR, (in collaboration with Dr. Tran BioSci analyst, Ngoc Vu, and other PhDs), Integrated BioSci Investing (“IBI) marketplace research is delivering robust returns since inception. To name a couple winners, Nektar Therapeutics and Spectrum Pharmaceuticals delivered profits of 446% and 196% for our subscribers, respectively. Our secret sauce is extreme due diligence coupled with expert data analysis. The service features a once-weekly exclusive in-depth Integrated BioSci article (in the form of research, reports, or interviews), daily individual stocks consulting, and model portfolios. Of note, we’ll increase our price soon (SUBSCRIBE to IBI now to lock in the current price and save money). Click the orange FOLLOW button to receive the FREE real-time alerts on our articles and blogs. To read the FREE once-weekly articles covering promising small-cap bioscience firms, check out www.drtranbiosci.com (and make sure to register for our mailing list). You can read up on Dr. Tran’s background in an in-depth article by following this link. http://www.drtranbiosci.com/p/dr-tran.html "Stellar therapeutics for patients. Differentiated intelligence for investors. Premium valuations for firms."