Principle investigator for cancer immunology....in addition to my research...I am very much interested in investing biostocks...since I can see whether their products have any potential with my own knowledge in this field....
Karen Webster is one of the world’s leading experts on emerging payments and a strategic advisor to CEOs and Boards of multinational players in the payments and commerce space. As the CEO of Market Platform Dynamics, she works extensively with the most innovative players in the payments, financial services, mobile, B2B, digital media and technology sectors to identify, ignite and monetize innovation. Ms. Webster also serves as a member of the board for several emerging companies and helps these innovators develop and implement business strategies that drive market adoption for their products and services.
I am a retired accountant with a background in large mining projects from feasibility to full-scale operation.
I manage my own investments and for the majority of my portfolio I have a strong preference for Blue Chip stocks.
For the balance of my portfolio I have an interest in small and micro-cap stocks, seeking superior returns.I seek alpha returns through identifying companies with the right fundamentals and assessing the risks and investing long. Although investing long, I understand the importance of share price in the short to medium term for these small cap companies as it impacts their ability to raise capital.
Wisconsin Accountant, watching political and financial currents, investing for fun and retirement. Focused on value and tax planning.
ASBC, ATU, GE, HFC, KMI, MCD, MO, O, PG, SJM, SPFF, SPY, T, VIMSX, WEC, WFC.
I am a buy and hold common stock investor. Warren Buffett is definitely my guru. He makes the most sense to me. I began investing in the stock market at age 14 in 1970 with money earned on my paper route. What I have done since 1970 is invest primarily in the Dividend Aristocrats whenever the stock market is relatively low. I have never sold a single share of stock except on the rare occasion when one of my stocks was bought out for cash and I was forced to sell.. I keep all of my stock certificates or direct registration statements in a safe deposit box at the bank. I do not automatically reinvest dividends. I only purchase stocks when I feel that the stock market is relatively low. Brown University, B. A., 1978. Below are the 37 stocks in my portfolio.
I am a US Air Force Academy graduate and pilot. I have a Bachelors of Science in Economics. I flew KC-135 tankers and also worked as the budget officer in the comptroller’s squadron. I started off my civilian career as a stock broker for Dean Witter. After leaving Dean Witter I worked at a regional Broker Dealer called National Securities. I was a research analyst and authored and published reports in the aerospace sector. I am no stranger to public speaking and was a guest professor at the local community college teaching about the stock and options markets. In 1999 I left the securities business to test my skills as an entrepreneur.
Currently I work as a contract CFO for various public companies.
I am a Certified Ethical Hacker & Marketing Expert with expertise in Technology stocks.
My investment philosophy aligns only with businesses that have a competitive moat, solid financials, good management, and minimal exposure to macro headwinds.
My ultimate goal is to ensure my readers/investors avoid irredeemable losses on their investments. This might entail short-term pains for long-term gains.
If you like my article and would like to stay up-to-date on the next one, click the "Follow" button.
Chris (firstname.lastname@example.org) is an Hon B.Sc graduate (with distinction) in Science and Economics with over 15 years in investing experience. He holds a PMP (Project Management Professional) designation. TipRanks Top 100 Blogger of 2015 (also 2013, 2014). Seeks undervalued, unappreciated value stock ideas. Follows Warren Buffett's mantra: do not lose money. For a better mobile experience on Seeking Alpha click on the top right menu icon on most browsers and select "request desktop site".
I am an analyst and 2017 Level III Candidate in the CFA Program that has gained experience in the investment industry through positions as a proprietary trader and a portfolio management administrator. I began contributing to Seeking Alpha as a way to share my thoughts on the biopharmaceutical industry. I discussed ways to minimize risk in biopharmaceutical investing through conservative pipeline valuation and balance sheet analysis to identify companies presenting a compelling valuation to potential investors. I also touched on ways to apply knowledge of the markets to improve personal finance. My pieces included either stock-specific analysis or general biopharmaceutical investing discussion through my Biotech Weekly blog. My research appeared on the websites of CNBC, Seeking Alpha, Reuters, Google Finance, Morningstar, NASDAQ, and MarketWatch.
Note: Articles and comments are my own opinions, are not related to the opinions of my employer, and should not be considered investment advice. Make sure to do your own due diligence before making an investment decision. Thanks!
I am an independent trader. I began actively trading in 2008 and my perspective is shaped by the collapse of 2008 and the incredible rally of 2009. My approach consists of seeking out fundamentally strong stocks that are unloved by the market and then assessing general market conditions to manage risk.
Outside of the markets, I enjoy playing tennis, working out, and pushing myself to conquer my fear of public speaking.
Author of the critically acclaimed book, "Taking Charge With Value Investing (McGraw-Hill, 2013)" and the equity research company "BNL Finance". An analyst that ranks in the top 4% on both tipranks.com and Motley Fool CAPS for stock picking performance.
I uncheck from articles ASAP to avoid repetitive comments, nonsense, and (most) arguments--thus I conclude my 1st comment with "Rich-unck:xx hrs". When I respond a comment,
I mentally reset my unck period. (This is a courtesy to other members, as it is essential I manage my time spent on SA; I also respond to PMs.)
My journey as a self-directed investor (SDI) began in 1973, and resulted in financial independence at age 52, which also allowed me to retire from corporate life in Feb 1995.
I’m now 75. Over the 22 years of my retirement, and in spite of 2 major recessions (and soon 7 years of annual RMDs), and without additional contributions, my IRA has increased 277%, whereas inflation increased 64%. There are concerns for retirees to worry about...but for those who retire financially independent, and remain well-diversified, “running out of money before running out of life” can be moved toward the bottom of their list. Yet the IRA is also only 1 of our 6 portfolios (and about 1/4th our net worth).
I mention this not as braggadocio, but as evidence young professionals can have a family and career, and attain financial freedom IF he and she are willing to live below their means while saving and investing for their future.
My primary goal remains as it has always been--total returns, and my strategy is Growth & Income. Though 100% of my IRA’s positions pay dividends,TR’s income leg is a secondary goal to growth of price return. With the exception of high-yielders, my IRA positions have generated far greater price appreciation than income during this extended bull market. (OTOH, DGIs are primarily interested in TR’s income leg--some have zero interest in price return, and most consider and price return a secondary goal).
I invest exclusively in dividend-payers because (in C corps) dividends signal management’s ability to generate excess free cash flow, and the BoD funnels a portion of that cash directly to shareholders. To do so consistently requires conservative management, which results in lesser TR compared to true growth stocks (think risk/reward). Furthermore, retirees in RMD having no “earned income” (employment related wages, salaries, tips, or bonuses) cannot add new monies to their traditional IRAs. Thus an IRA is effectively “a closed vessel with an annually enlarging leak caused by its shrinking RMD divisor”. Dividend income has no direct relationship to RMDs, and are taxed at marginal rates. Therefore, except for conservative portfolios in wealth preservation, there is little advantage to having dividend-payers in a traditional IRA.
Nonetheless, the income paid to my IRA is 200% of our basic annual living expenses for food, clothing, shelter, taxes, transportation, entertainment, and insurances (but less when including variable expenses for travel and gifting).
Finally, and especially germane to myself: Due to age and recent adverse health events, I’m proactively engaged in adjusting my IRA to make it yet more conservative, and also when necessary, able to operate passively for long periods on “autopilot”.
2017 OBJECTIVE -- MAJOR PORTFOLIO TWEAKS
I’ve set the following objectives to be met by year-end (or soon thereafter):
(1) Shift time priorities--adding more daily quality of life pursuits, while subtracting from monitoring stocks, markets & economy;
(2) Diversify asset classes--adding bond ETFs, primarily as a shock-absorber to a severe or prolonged equity decline (either foreseeable or black swan);
(3) In recognition the market capitalization of U.S. listed stocks have declined to 36% of the world’s stocks--it's time I diversified into foreign and emerging market opportunities via dividend-paying ETFs.
(4) Complete the above re-shaping of my IRA within 8-12 months--it will then operate on “autopilot” if necessary, including RMDs.
MY IRA CONSISTS OF 2 SUB-PORTFOLIOS
My CORE Portfolio contains slow-growth defensive positions which outperformed the market in 2008; also 2 bond ETFs, plus SPHD (an ETF containing some companies I'd like to own. I have no plan to exit these positions, but I’m also not married or otherwise emotionally attached to them. Rather, I’m strongly of the opinion investments are "tools with which to meet goals"--a broken tool is worse than no tool, and must be repaired or replaced.
My OPPORTUNISTIC Portfolio contains cyclicals expected to outperform during bull markets, and underperform in bear markets. Over time, and so as to moderate equity risk, I’ll likely exit most of these stocks, and place the proceeds in the diversified ETFs indicated (and possibly an energy ETF).
CORE PORTFOLIO -- April 2017
.. Dominion (D) .. Exelon (EXC) .. Nextera (NEE)
.. Southern (SO)
.. Coca Cola (KO) .. Pepsi Cola (PEP)
.. Procter & Gamble (PG) .. Unilever (UL)
.. Kraft Heinz (KHC) .. Mondelez (MDLZ)
_ Pharma/Biotech: .. Amgen (AMGN)
.. AstraZeneca (AZN) .. Bristol-Myers Squibb (BMY)
.. Johnson & Johnson (JNJ) .. Merck (MRK)
.. Pfizer (PFE)
_ Medical Devices: .. Medtronic (MDT) .. Stryker (SYK)
_ Healthcare eREITs: .. Omega Healthcare (OHI)
.. Ventas (VTR)
.. AT&T (T) .. Verizon (VZ)
.. McDonalds (MCD)
[Cyclical, but MCD performs very well in contracting economy]
.. CSX (CSX) .. Norfolk Southern (NSC)
[Cyclicals, but rails are quasi-monopolies]
.. Easterly Gov. Properties (DEA) .. Realty Income (O)
[Cyclical, but should also perform well in a contracting economy]
.. 20+ yr T-Bonds (TLT) .. Inv. Grade Corp Bonds (LQD)
.. High Div / Low Vol (SPHD)
EXIT THESE CORE POSITIONS in 2017 (via limit-sell orders):
.. CVS Health (CVS) .. Comcast (CMCSA) .. Starbucks (SBUX)
_ Banks: .. Bank of Montreal (BMO) .. Toronto Dominion (TD)
.. Wells Fargo (WFC)
_ Other Financials
.. Mastercard (MA) .. Principal Financial Group (PFG)
.. Cisco Systems (CSCO) .. Microsoft (MSFT)
.. Intel (INTC)
.. Las Vegas Sands (LVS)
.. Exxon Mobil (XOM) .. Royal Dutch Shell (RDS.B)
.. Alerian MLP (AMLP)
.. S&P 500 Growth (IVW) .. Core S&P Smallcaps (IJR)
.. Emerging Mkts Dividend (DVYE) .. Intl. Dividends ETF (IDV)
.. Core Europe ETF (IEUR)
OPPORTUNISTIC Positions to be exited (via limit-sell orders)
.. General Electric (GE) .. Starwood Property (STWD)
.. New Residential (NRZ) .. InfraCap MLP ETF (AMZA)
LIFE IS GREAT--it's been an unbelievably awesome ride!
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry.
Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts for $20 per month. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015.
You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)
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 Senior Analyst at iREIT Forbes and 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, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
Mr. Hui has been involved in the equity markets since 1980, both on the buy side and the sell side. He is a CFA Charterholder, and has presented numerous papers to quantitative discussion groups (Sample topics include: How Global are Resource Sectors).