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.
Retired Pharmacist. Call me Rose. Nose= Knows enough to know I need to keep learning and keeping a great dividend paying nest egg growing upwards. I also enjoy total return, but it is not my primary goal, it just happens to follow when buying great quality companies.
My 85+ stock portfolio is listed here by sector, largest holding by value is listed first. Updated 7/18//2017.
Consumer Defensive (16): PM, KO, GIS, MO, KMB, TGT, DEO, PG, CVS, PEP, SJM, MDLZ, BUD, CL, KHC, HSY -
Consumer Cyclical (8): NKE, MCD, HD, VFC, GPC, SBUX, TSCO,- MAT (hopefully will be sold soon using options)-
Healthcare (8): JNJ, ABBV, PFE. CAH, AMGN, BDX , MDT, BMY, -
Energy (8): XOM, RDS/B , OXY, BP. CVX, VLO, AMLP, mystery stock to be named in the future -
Tech (2): CSCO, ADP -
Industrial(6): BA, CMI, MMM, LMT, UNP, GWW -
Financial (7): MA, V, TROW, NRZ (mREIT), MET -Mystery mREIT & CEF
BDCs (5): NEWT, GAIN , MRCC, HTGC, TPVG
REAL ESTATE or Real Estate Investment Trusts (REITs) or Equity REITs:
Healthcare (3) : OHI, VTR,SNR -
Misc (13): WPC, DLR, STAG, WPG, SPG, STOR, SKT, KIM, APLE, CLDT, CIO-(new and small), -WPGpH
Telecom (2): VZ and T -
Utility (8): SO, D, XEL, MGEE, WEC, DNP, LNT, CNP -
DNP is a CEF which predominately holds Utilities.
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My profile picture is an actual picture of me and 3 of my siblings from 1967. My youngest brother had not yet been born. I was 5, my brother was 4 and my sisters were 3 and 2.
I have been a software engineer developing applications in various fields for over 30 years. I began investing in mutual funds for my 401(k) back in 1988.I started investing outside of my retirement account a little over 17 years ago. I used to follow a value oriented strategy, but after I saw how that worked less well than I liked during the financial crisis, I began to switch over to a more income based approach.
I had always thought that dividends were important but didn't have a systematic way to evaluate stocks that paid them until I found SA and DGI. Starting around 2010, I have switched my portfolio to a DGI strategy.
One of my most profitable picks turned out to be Freddie Mac, which I originally chose because I liked the dividend and because I once worked there. When it first ran into problems I increased my holdings because it still looked like a good value to me. I eventually managed to buy several thousand shares at a cost of $0.50 (I knew that was a good value) and eventually exited the stock at a price that was $5 a share above my average share cost.
My biggest miss was when I sold out my 100 shares of Apple shortly after Steve Jobs returned but before he had done much to improve the companies outlook. My holdings include : CCP CMI DLR EMR LTC GIS JNJ KMI KO MCD MO MSFT O OHI PG T VGR WEC XOM
The Principal Researcher at Laurentian Research, Ph.D. in Earth Sciences, has over 30 years of experience in research and petroleum industry, and more than 20 years of security investment experience. In conducting security research, Laurentian Research is supported by its extensive network in the oil and other industries.
Laurentian Research conducts data-driven, in-depth security research to locate deep value, contrarian, GARP opportunities with strongly lopsided risk-reward profile. Its research focuses on upstream oil companies; however, it is also interested in certain segments of the transportation sector which can be used as a hedge against risks associated with gyrating crude oil prices. It also parlays its analytical methodology to other industries, e.g., natural resources, consumer products and financial services, in search of mis-priced secular growth opportunities.
Disclosure: The author is not a registered financial advisor and does not purport to provide investment advice regarding decisions to buy, sell or hold any security. Before making any decision to buy, sell or hold any security mentioned in this article, investors should consult with their financial adviser. The author has relied upon publicly available information gathered from sources, which are believed to be reliable. However, while the author believes these sources to be reliable, the author provides no guarantee either expressly or implied. The author may choose to transact in securities of one or more companies mentioned within this service within the next 72 hours.
I serve as the senior MLP research analyst for CBRE Clarion Securities, a global asset management firm based in Radnor, PA. My primary focus is on investing in Master Limited Partnerships (MLPs) within a larger infrastructure investment team.
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, sustainability, and personal objectives. While the past may be instructive, Aloisi cautions on over reliance.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi voluntarily serves as VP of his local school board.
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.
Day trader whose strategy is based on arbitrages in preferred stocks and closed end funds.My group consists of 10 traders.We trade every single preferred stock or closed end fund that provides an arbitrage opportunity. Our research includes stocks that most of the people have not even heard. We have developed our own statistical tools that make most of our arbitrages statistically proven. As a trader I don't just analyse , I trade my analysis and pay the price when I am wrong.That is the main reason I respect opinions only when backed by taking the risk of being wrong.Words or opinions mean nothing in this business and the only person who is right about a certain situation is the one who makes money out of it.
I suspect that most preferred income investors are conservative by nature. I am. I don't believe I have any special talent or gift for trading, a crystal ball, or any access to insider information. Consequently, I have little expectation of prospering by consistently buying low and selling high. In fact, prior to becoming a fixed income investor, my trading history boasted the opposite, buying high and selling low. Tis sad but true, over those years, I've given more to the market than I've taken from it. However, that's yesterday's news, and of no real interest. Of importance is that I'm patient, analytical, organized, pretty good at math, and always looking for that angle, strategy, or edge to help guarantee my market success. The Art & Science of Preferred Dividend Investing details my history, education and growth as a preferred investor and the lessons I learned along the way. I want to share that knowledge by introducing you to this effective, profitable, and safe way to invest in preferred equities.
I am an independent investor with a background in finance & marketing. My investment philosophy is focused on value growth or special situation investing with an added focus on the O&G sector. I am also interested in shareholder activism and issues related to corporate governance.
If you are interested in any of my 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.
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 SA platform, "Retirement: One Dividend At A Time"
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
David White is a software/firmware/marketing professional and a long time investor. He has worked in the networking field, the semiconductor equipment field, the mainframe computer field, and the pharmaceutical/scientific instrumentation field. He has bachelor's degrees in bioresource sciences and biochemistry from U.C. Berkeley. He is a former Ph.D. student in biochemistry. He has done significant graduate work in EECS and business at Stanford (through SITN) and UC Santa Cruz. He was awarded a Certificate in Advanced Software Systems (about 1/3 of an MS in EECS) by the Stanford Computer Science Department. He also took most of Stanford's undergraduate Computer Science curriculum.
I have always managed my portfolio and retired at 55 - as it turned out I could have done it 10 years sooner, but I was worried about putting the kids through college. Anyway, I don't need to be paid anymore, I just volunteer. Investing is my only paying job. I'm very interested in passive allocation strategies oriented toward non-correlated returns. But I still play around with some of my portfolio for fun. Active investing can be an interesting game, and money is a great way to keep score. While Seeking Alpha is a potential source of investment ideas (lots of sifting required), I find it much more useful in studying behavioral finance. It's very entertaining - tragedy and comedy almost every day.
25 years in energy M&A/Corporate Finance business career. Senior officer for public E&P companies, including MLP, charged with overseeing (at different times) accounting, tax, legal, investment banking/analyst relations, investor relations, as well as business unit with land, engineering, geological and support functions. Used legal background to interface with and direct outside investment bankers, law firms and accounting firms in M&A transactions and offerings. Personal investments and trading 15 years.
Over 35 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action; and biotech. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
Editor for The Biotech Forum & The Insiders Forum; two of the most subscribed to services available via SeekingAlpha's MarketPlace. Long time Real Money Pro contributor. Biotech investor for a quarter century and frequent speaker on the topic at investment conferences like the MoneyShow and in interviews. For FREE weekly investment reports on small, attractive biotech stocks just register at biotechfreereports.com. To get my articles and instablogs as soon as they are published, please hit my profile and become a real-time follower.
Volte-Face Investments represents the writings of an independent investment manager who managed a long/short equity fund. The author worked for a major Wall Street firm for 12 years before leaving to start his own business in 2009. Since then he has been pursuing investment management full time. The purpose of the articles is to explain the thinking with regards to a particular investment opportunity and to provide readers with a foundation from which they can begin their own due diligence. Volte-Face Investment's writings are not solicitations to transact any security. For further information or consulting, please contact via direct message or direct message on twitter @voltefaceinvest
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
I am a retired airline executive with legal and financial experience. I have a background in economics and finance with a focus on securities and securities analysis. I was in private practice for 10 years doing trial and appellate work prior to joining United Airlines where I did both transactions and litigation. I was with United for over 29 years, the last 17 as Assistant General Counsel. I now am a self directed investor, seeking to create cash flow to supplement our pensions and social security. I take a long term view focusing on securities that create a steady cash flow.
I am a buy-side analyst for various private wealth managers, institutional and accredited investors. My goal for articles on Seeking Alpha is to bring exposure to business development companies (BDCs) that finance small to medium sized businesses, typically overlooked by banks. BDCs are an instrument for investors to earn healthy dividends by avoiding double taxation at the corporate level and allowing income to flow directly to shareholders. Please see website link below for more information.
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.
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. He is on the Advisory Board of NY Residential REIT and he is a shareholder and publisher on TheMaven (MVEN).
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, and 2016 (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 also on the Advisory Board of the Donald J. Trump Presidential campaign.
Theodore J. Cohen, Ph.D., a research scientist, has been an investor for more than 50 years. Since 1980, he has focused his attention on investment research and investigative analyses of companies developing therapeutic drugs in the biotech sector. Dr. Cohen is a frequent contributor of Guest Opinions (op-ed pieces) to the Bucks County (PA) Courier Times (circulation: 80,000), where, since 2007, he has addressed such varied subjects as the conflicts of interest (COIs) associated with two members of the Provenge advisory committee (AC); the U.S. Senate’s Durbin Amendment, to tighten COI reviews of FDA AC members; and naked short selling. Cohen is the author of the award-winning novels Death by Wall Street: Rampage of the Bulls (AuthorHouse, 2010) and House of Cards: Dead Men Tell No Tales (Outskirts Press, 2011), which were inspired by real events. The books are available from Amazon.com, B&N, and 26,000 online bookstores worldwide. For details, see http://www.theodore-cohen-novels.com.