Peter Way Associates provides daily updated, near-term price range forecasts for over 2,000 widely-held and actively-traded stocks, ETFs and market Indexes.__
These are derived from the way market professionals protect their own capital placed at risk while helping big-money portfolio managers adjust their holdings in multi-million-dollar "block" transactions.__
Having these price-change prospects available on a continuous basis encourages individual investors to actively and economically build up the values of their own smaller portfolios. PWA only provides information for individual investors; it no longer manages investments for others.__
Rates of portfolio capital growth being achieved by subscribers are at MULTIPLES of the growth in market averages, due to the efficient use of holding period time and the compounding of gains a number of times each year.__
Risks of capital loss are protected against by insightful selection guidance and holding-period-limit disciplines. The advantages of good selection and careful timing amply cover a much smaller portion of unavoidable losses.__
These Market-maker forecasts have several decades of demonstrated productivity. Earlier in the 20th century they were used by large institutional portfolios, and now in the 21st century they are available only to individual investor wealth-building portfolios. Thousands of day-by-day identifications of specific securities having consistent, odds-on profitable results rule out any likelihood of their exceptional outcomes being due to chance. These price forecasts cannot be found elsewhere.__
Peter F. Way is a veteran Chartered Financial Analyst, having taken and passed the CFA Institute’s required 3 examinations in the first years they were given, 50+ years ago. Armed with BS in Economics from the Wharton School and an MBA degree from Harvard Business School, he has managed staffs of dozens of Investment Researchers and Quantitative Analysts for the nation’s largest bank, arbitraged index options for NYSE Specialists, and managed portfolios of hundred-million-dollar equity investments for Fortune 100 corporate pension funds and non-profit endowments. He has been elected President of professional Investment Analyst Societies in San Diego and New York City and has served on the editorial boards of the Financial Analysts Journal and the CFA Digest.
"One of the best ways to do well in this business is to go to areas that have been unexploited by research capability and work them for all you can." -Julian Robertson
Bram de Haas lives with his girlfriend and baby son in The Netherlands/Nijmegen. Living in a city once a Roman settlement later bombed by allied forces in WO II he is aware of the vulnerability of Empires and the impact of the unexpected.
His investment style can be summed up as safety first. Once safe: be agressive.
I started investing in individual stocks in 2008. My investment activities have been exclusively for my personal portfolio.
My focus is on companies with predictable profits that sell at prices that allow above average long-term returns. I value companies based on their earnings power. In particular, I value stable earnings and growing earnings for the simple reason that they require less monitoring.
As a result, most of my research time is spent trying to predict future earnings. While predictions are always a guess, good companies tend to have a good track record of good earnings, competitive advantages, good managerial execution, and good capital management. Investment research is not hard, but it is tedious. Note that certain industries use certain terms that better measure companies' earnings power in their unique environments--i.e. Funds From Operations for REITs, or Net Investment Income for BDCs.
US Stocks provide an inherent advantage to investors. The overall strength of the US economy propels US companies toward increasing earnings growth. As a result, the average investor has a baseline chance of mirroring economic growth. In gambling, the house wins over the long-term due to certain statistical advantages against gamblers. In investing, investors have the long-term advantage of a growing US economy. This advantage is the primary reason that I consider stocks to be a good vehicle for wealth creation. Even the laziest investor has historically performed well just by buying a broad-based US index fund.
Certain factors can cause investors to deviate positively or negatively from expected investment returns. Taking unnecessary risk in companies with unclear or unproven earnings is the primary danger that I see. To me, risk comes from the unknown. While risk is unavoidable, I feel that controlling risk is the best way to achieve reasonable investment returns. Investment risk comes from anything that decreases earnings, such as poor capital management, competition, and changes within industry.
Many consider stock price fluctuations (beta) to be an element of risk. However, most savvy investors see those fluctuations as opportunity for above-average investment return. Stock prices often deviate drastically from a company's earnings trend, and when stock prices drop they can give investors a chance to purchase very profitable companies at bargain prices.
Valuation must always be considered prior to any investment purchase. Paying too much for even a great company will result in mediocre returns. I also measure every potential investment against what I already own. I start with the safest possible investment--US treasury bonds. If I consider any investment that carries more risk, it must have the potential for higher returns than a US treasury bond. Are the earnings as stable as my other investments? Does the price allow a reasonable return and a margin of safety if I am inaccurate in my projections?
Dividends are not a primary factor in my decision to purchase an investment. However, dividends, when reinvested, can provide an additional boost to investment returns. Compounded earnings growth is the primary engine for investment returns; dividends add a second engine for additional investment returns. While earnings are the most direct measure of a company's profitability, dividend history is also a good proxy of profitability. Another important attribute of dividends is that an investor can harvest cash without sacrificing assets. A dividend-paying company can continue to pay dividends until its earnings cannot support the dividend. Many strong companies raise their dividends annually, thereby providing protection against inflation.
My investing record is not long enough to show if I have superior investing skill. In fact, I have and will make substantial mistakes. However, I have had significant overall gains. Plus, I am constantly amazed at the efforts and ingenuity of business both small and large. The SA community has been tremendously helpful in my investment education. I share my own research through the few articles that I have written for SA in the hopes that others can benefit from my many hours of study. Best wishes to all!
Current Long Stock Positions:
CLDT-Chatham Lodging Trust
HTGC-Hercules Technology Growth Capital
MAIN-Main Street Capital
MPW-Medical Properties Trust
NEWT-Newtek Business Services
NMFC-New Mountain Finance
SBRA-Sabra Health Care
SKT-Tanger Factory Outlets
Brian is the founder of Investor in the Family and DIY Investing Summit.
At Investor in the Family (http://investorinthefamily.com/), Brian's goal is to help protect investors from making big mistakes that jeopardize their portfolios and financial futures.
The DIY Investing Summit (http://diyinvestingsummit.com/) was created to help link self-directed investors with carefully filtered and proven investing professionals to help save investors both time and money while building a portfolio that outperforms.
If you'd like to connect or learn more, please feel free to send a private message via Seeking Alpha platform.
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
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.
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.
Seeking Alpha PRO is our premium service for serious investors.
PRO subscribers receive early access to our best long or short ideas - 20-30 articles a week, as selected by our PRO editorial team. They also receive exclusive access to our archive of over 15,000 professional level ideas and research, focused primarily on single equity articles.
We will use this account to publish announcements related to PRO, as well as our PRO Weekly Digest, a new series that will be made available first to PRO subscribers but then to all readers interested in learning about PRO or reading ideas from some of our top authors.
If you're interested in PRO, check out this page for more details. If you'd like to get in touch with our sales team, contact proaccess at seekingalpha.com, and if you'd like to reach our editorial team, write to pro-editors at seekingalpha.com.
I am a graduate of the U.S Army Ranger school and a former member of the 1st Ranger Battalion and The Old Guard (U.S Army Honor Guard.) I am a retired law enforcement officer. I have approximately 16 years experience as a retail investor. I focus on value stocks, preferably with a long history of dividend growth. I occasionally write on the special situation trade and on any stock with a compelling story. I trade with 10% of my portfolio as I find trading keeps me on the market's pulse. Best of luck in your investments, Chuck
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.
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 18 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
Previous Projection Articles' Performance vs. Actual Results:
# of Projections Stated Within All Articles: 257
# of Projections PENDING: 0
# of Projections 100% Accurate or Within Range: 239
# of Projections Inaccurate or Outside of Range: 18
Projection “Within Range” Success Rate: 239 / 257 = 93.0%
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).
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 May 2018):
Stocks Covered (21 mREITs; 14 BDCs; 8 Other Sectors): ACSF, AGNC, AINV, AI, ANH, ARCC, ARR, BMNM, BXMT (New), CHMI, CMO, CYS, DX, EFC, FSIC, GAIN (New), GBDC, GPMT (New), IVR, MAIN, MCC, MFA, MITT, MO, MTGE, NEWT, NLY, NRZ, NVS, NYMT, OCSI (formerly FSFR), OCSL (formerly FSC), ORC, PHM, PMT, PSEC, PM, SLRC, TCPC (New) TOL, TRP, 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.
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" . This exclusive RODAT Portfolio has performed even better than my popular FTG Portfolio, with higher dividend income growth and greater capital appreciation.
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.
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
I am the founder of uuptick.com. Ultimately my work is all about providing solutions to problems faced by individual investors today.
I co-wrote the S.A.F.E Dividend Framework for investors to always get the most bang for buck when investing in Dividend Growth Stocks.
I developed uuptick so that retail investors like you and I can spend more time focusing on thinking and less on crunching numbers.
I am a fully stacked developer and have experience in multiple business domains: • Life insurance & Pensions • Retail banking • Investment banking • Clearing & settlement • OPC Price Information collection and diffusion • Building Infrastructure Management
@DavidAltonClark - Top Financial Expert per http://Tipranks.com
In addition to investing in and writing about stocks for the better part of the past decade, I'm currently a licensed Texas REALTOR® with 20 years in the business. I was formerly a FINRA registered securities representative in the oil and gas industry, worked in the banking industry, and as an auditor and consultant for a major accounting firm. I received my Bachelor's degree in Accounting (With Honors) from the University of Texas - San Antonio.
I've managed my portfolio for the past 25 years, including successfully navigating the 2000 and 2008 bubbles, so I understand the full cycle the market can take. My professional background has provided me with an intimate knowledge of corporate financial statements and how the companies actually made money.
I have been ranked #1 out of over 8500 financial bloggers and professional analysts tracked by TipRanks for a majority of the past three years. I am currently the most highly followed Financial Expert on TipRanks with over 6,300 followers. I have consistently been correct 75% of the time with my picks returning approximately 27.3% on an annual basis since 2011. I was thrilled to be featured in an article in BARRON'S for my stock picking performance in 2016.
Click this Globe and Mail and Barron's link for articles regarding my performance and background.
Jennifer's areas of expertise include energy trends —their economic and geopolitical implications—and resource sustainability issues. Other interests include shale oil and natural gas, climate change, green and efficient infrastructure, China, India, and the energy-water nexus.
Her work has been published in various academic, policy and business publications such as Far Eastern Economic Review, Economist Intelligence Unit’s Executive Briefing, Journal of Structured Finance, Lloyd's List, D CEO, Energy Trends Insider, Financial Sense, and many others. She has been interviewed for numerous radio broadcasts and news stories, and presented her work at various conferences. From Dec 2010 to April 2013, she was the CEO/President of a global affairs organization focused on cutting edge trends. She organized and moderated panels on global gas, energy security, energy infrastructure finance, and urban development.
She has a master's degree from London School of Economics, and bachelor's in finance/marketing. She is principal of Concept Elemental, a strategic communications consultancy focusing on knowledge work, and includes over fifteen years of financial services industry work. She works with a top University, "translating" cutting edge research as well.
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. You can see my holdings here https://seekingalpha.com/article/4151150-dividend-growth-portfolio-2018?source=all_articles_title
As SA Senior Editor, my task is to make Seeking Alpha the premier destination for financial advisors. I have worked in the FA arena since 1997, and during that time, the New York State Society of CPAs twice awarded its prestigious Excellence in Financial Journalism award to me for a monthly column I wrote on business ethics. Previously, I reported on international news for Voice of America (where I was awarded a newsroom writing award) and prior to that worked as an editorial assistant at U.S. News and World Report. I live with my wife and children amidst the verdant and vibrant hills and dales of Jerusalem.
Graduated in 2011 with degrees in Pre-Law and Business Administration from Eastern Washington University. Completed my MBA at Whitworth University in May of 2017. Began career as a Loan Officer, but am now working for Umpqua Bank as a Secondary Marketing Financial Analyst.
Started my first Roth IRA at the age of 16, but began seriously investing closer to 2011 at the age of 22. My investment strategy is largely focused on generating retirement income from dividend-paying stocks. I do not hold any professional investment licenses, but I spend a significant amount of time educating children, teenagers, and young adults on basic finance. I also specialize in cash-flow analysis for those nearing retirement or who are in retirement.
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
I am a Civil Engineer, who is married with three kids under the age of 6. In early 2013 I took a more active role in managing my IRA for retirement and decided to publicly share my experiences in building the portfolio. My hope is to provide a positive example for other young do-it-yourself investors as they save for retirement on a limited budget.
My interest in investing mostly began in 2005 when I started up an investment club with a few friends from college and has accelerated as I've been reading and learning along the way. Since then, investing and the stock market has become a passion and favorite hobby and I've enjoyed writing about stocks and sharing ideas I have here on Seeking Alpha.
My investing goals are to build a nest egg for retirement and fund college education accounts for my kids. I invest mainly in dividend paying stocks that have shown a history of consistent growth in earnings and dividend payouts.
The writer is a long term value investor and M.Sc graduate in Financial Markets with over 10 years experience. Value can be found in both long and short ideas and uses options to enhance the risk-return profile of investment ideas.
Disclaimer: This article provides opinions and information, but does not contain recommendations or personal investment advice to any specific person for any particular purpose. Do your own research or obtain suitable personal advice.
Two guys who love Investing, Dividends, Frugality, Passive Income & attempting to Reinvest Our Dividends to one day achieve Financial Freedom! Follow us on your journey towards a work-free life!
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
First, the good stuff. Here's my 46-stock portfolio ...
+++Consumer Discretionary (4): HD, MCD, NKE, SBUX
+++Consumer Staples (12): COST, CVS, GIS, HRL, KHC, KO, MDLZ, MO, PEP, PG, PM, WBA
+++Energy (3): CVX, KMI, XOM
+++Financial (1): MAIN
+++Health (4): ABBV, AMGN, GILD, JNJ
+++Industrial (4): BA, HON, LMT, MMM
+++REITs (5): HCN, NNN, O, OHI, VTR
+++Technology (5): AAPL, MA, MSFT, QCOM, V
+++Telecom (3): BCE, T, TU
+++Utilities (5): D, NEE, SO, SRE, WEC
+++ALSO: small stakes in 25 additional companies held in the Dividend Growth 50 portfolio (http://seekingalpha.com/article/2764265-its-new-its-nifty-its-the-dividend-growth-50): ADP, AFL, BAX, BDX, CAT, CL, CLX, COP, DE, EMR, GE, GPC, HCP, HSY, IBM, KMB, MKC, QCP, SHPG, SJM, TGT, UTX, VZ, WFC, WMT. (Also small stakes in VIG, VOO and VDIGX bought the same day as the DG50.)
I also just started writing DGI articles for Daily Trade Alert. Here is a link to my page at that site: http://dailytradealert.com/author/mike-nadel/
Now, a little about me:
I am a 50-something former sportswriter who was sent on a permanent vacation during the Great Recession. That sucked, but my story is not a sad one. Unlike many folks who lost their jobs, I am not in financial distress, I am not depressed and I am not bored.
My wife is a pediatric nurse with a bullet-proof job and decent benefits. So after supporting her and our two kids (now grown) for most of three decades, the least she can do is support my semi-retired keister!
Because of Roberta's job situation, because we have zero debt (not even mortgage debt), because we no longer have any dependents and because we have been pretty diligent savers over the years, we are comfortable (though nowhere near rich).
Although we hold some funds, bonds and cash, my investing philosophy leans heavily toward Dividend Growth Investing. By early next decade, we want to live entirely off of our income stream, Social Security and pension payments - and therefore will not have to spend down the principal one iota. To accomplish this, we invest mostly in blue-chip companies with long track records of growing dividends. As of early-2018, we are well ahead of pace to reach our goal.
When not researching investments and writing for Seeking Alpha, DTA and other Web sites, I am the assistant women's basketball coach at Charlotte's Ardrey Kell High School, one of the best schools (and basketball programs) in the state. I just wrapped up a 4-year stint as the middle school head coach at Metrolina Regional Scholars Academy, where we won conference titles my last two seasons as part of our 34-4 record. I also umpire youth baseball and referee youth basketball.
My wife and I dote on our 7-year-old pup, Simmie, and keep up on the doings of our now-grown kids, Katie and Ben. And we love to cheer on the basketball team of our alma mater, Marquette University, where we both majored in Journalism. Go Golden Warrior Hilltopper Avalanche Eagles! Also big fans of the Carolina Panthers.
I still occasionally post to the blog I initiated in 2007 -- lots of sports stuff, some politics, some personal junk -- at www.TheBaldestTruth.com.
I'm the lead investment research analyst for income and dividend investing at Investors Alley, an independent investment research service. My primary role is editor of several investment advisories bringing actionable income and dividend investment recommendations to investors hungry for yield with relative safety. These advisories include The Dividend Hunter, 30 Day Dividends, and Automatic Income Machine.
Prior to joining Investors Alley, I was a stock broker, a Certified Financial Planner, and an F-16 fighter pilot and flight instructor with the United States Air Force. In addition to my primary duty of flying the F-16 to defend our nation's skies I was an instructor in the F-16 Flying Falcon as well as the OV-10 Bronco. During my time in the service I was stationed at various military locations in including Osan AB, Korea, Patrick AFB, Florida, and Nellis AFB in Las Vegas. I graduated from the United States Air Force Academy with a degree in mathematics.
It was during those years when I was a Certified Financial Planner and helping families and individuals plan their finances and make wise investment decisions that found my second passion in life: investment research. (Flying was and still is my first.)
My area of specialty is evaluating income generating investments to find the combination of sustainable and growing dividends, special dividend opportunities, and share price appreciation driven by management's commitment to dividend growth. I have a particular emphasis on master limited partnerships, business development corporations, and real estate investment trusts.
I've previously written for USA Today, The Motley Fool, eHow, SFGate, Chron.com, Wikinvest.com, Moneynews.com, iStockAnalyst, among others, and have contributed vast firsthand research to a major provider of data on master limited partnerships, another area of extreme interest to me. Along with my duties with Investors Alley I'm a regular contributor to Seeking Alpha.
In addition to the articles posted here on Seeking Alpha you can find my investment analysis on the Investors Alley website and the weekly newsletter, The Market Cap.
Eli Inkrot is a writer. Check out his website: thecurrencyoftime.wordpress.com, his articles here on Seeking Alpha or his book - "You Don't Have A Money Problem" - on Amazon.com. Additionally, here is a quick bio: Eli has held the title of Vice President and Portfolio Manager at EDMP Inc. - a money management firm - along with Vice President for F.A.S.T. Graphs - a financial software company. Prior to that, he began his investment career as an analyst in private real estate for a public pension fund. During his time in real estate he was the lead for a variety of accounts with net asset values totaling nearly two billion dollars. Eli received a Master’s in Finance from the University of Tampa where he earned “highest honors” whilst receiving the distinction of being named the “most outstanding graduate student.” He also holds undergraduate degrees in both Economics and Business Administration from Otterbein University, graduating “magna cum laude” with distinct honors in each major. During his tenure at Otterbein, Eli was a member of the varsity golf team, held the departmental Senator position for Business, Economics and Accounting and studied abroad in the Netherlands.