I am invested in positions of a combination of individual stocks and ETF's. My stock focus is concentrated on technology FB, APPL), biotech (GILD, PFE) and tried and true dividend aristocrats (JNJ, GE, DIS). ETF holdings include Vanguard sector ETF's.
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.
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The Seeking Alpha Author Experience is a periodic guide to writing successful articles on our platform. Author Experience installments highlight best practices in financial analysis, mechanics, interacting with readers, and other elements that help authors succeed.
2nd Market Capital Advisory specializes in the analysis and trading of real estate securities. Through a selective process and consideration of market dynamics, we aim to construct portfolios for rising streams of dividend income and capital appreciation.I am an investment adviser representative of 2nd Market Capital Advisory Corporation.
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a former Certified Public Accountant ("CPA") from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at firstname.lastname@example.org .
Quad 7 Capital, parent company of Quad 7 Research, Quad 7 Partners, and Quad 7 Poker, was founded in 2017 by a team that consists of a long time investor, health researcher, financial author, professor, professional poker player, and politician. For investors and traders, Quad 7 Capital will soon be launching its BAD BEAT Investing Service, focused on extreme value, and leveraging news driven events for rapid return swing trades.
The company has expertise in business, policy, economics, mathematics, game theory and the sciences. The company has experience with government, academia, and private industry. Quad7Capital.com covers a wide range of sectors and companies, with particular emphasis on news related items and mini-analyses on growth companies, cryptocurrencies, REITS, biotechnology/ pharmaceuticals, precious metals, blue chips and small-cap companies. It further offers money saving tips and market news.
Quad 7 Partners is the driving force behind the overall focus on current events, earnings, and timely developments, while Quad 7 Research aims to conduct several in depth analyses per month to identify misplaced market bets, and deep value situations. We are on Stocktwits, and Twitter under username _Quad7Capital_, and on Facebook and TalkMarkets under Quad7Capital.
2016 returns: 22.40%
2017 returns: 22.05%
The REIT Forum is in the top 1% on TipRanks: http://bit.ly/cwmftip
The REIT Forum focuses on risk-adjusted returns with a defensive strategy. With a strong background in accounting and finance, fundamentals are a top priority. Buying a strong company with great fundamentals at an attractive price is a good long-term strategy. The subscription platform allows me to do a few things very well. It allows me to share the research I’m doing for my own investment decision making. It allows me to communicate rapidly with investors that are willing to pay for my best work.
The REIT Forum includes:
Subscriber only – Extensive research (thousands of articles) on 50+ companies, buy targets, and forward looking analysis.
Subscriber only - Weekly articles comparing 50+ preferred shares and finding the best opportunities. Preferred shares offer investors high yields with relatively lower risk.
Subscriber only - Analysis and updates on the REIT sectors. This includes finding the best investments within a subsector.
Subscriber only – Risk ratings and dividend sustainability research.
What is my view on risk?
The traditional view is to see earning excess returns as compensation for taking on high levels of risk. I believe it is far better to focus on earning returns from catching market failures. These failures happen due to poor liquidity and investors (including analysts) working with incomplete information. I believe that by knowing the individual companies well, the investor can step in when the “risk” is heavily skewed in favor of “returns”.
I do not try to generate higher returns, I try to generate more consistent returns by reducing the downwards risk. Occasionally that results in exceptionally high returns when something corrects, but it also means I am willing to pass on several decent opportunities because I want the risk/return profile skewed heavily in my favor.
Researching and writing at the corner of Main St. & Wall St. where real estate often intersects with trends in: technology, ecommerce, office/industrial, healthcare, cloud computing, energy infrastructure & green initiatives.
Data Center Knowledge - I cover business and investing news in a weekly column: DCK Investor Edge. Sr Contributor writing about data centers REITs -- a new and growing asset class -- attempting to bridge the gap between technology & traditional REIT investors.
In Q4 2015, it became clear to me that public cloud "friend or foe," was going to be a positive catalyst for Data Center REITs. The global public cloud giants follow a bifurcated strategy of owning and leasing space. Another paradigm shift involved Amazon Landlords, industrial REITs which own fulfillment, warehouse/distribution, and smaller "last mile" urban infill properties, and the DC REITs which support exponential growth of the AWS public cloud (as well as MSFT Azure, Google Cloud Platform, IBM Cloud, Oracle Cloud, Salesforce, and others).
Many SA readers have followed my work over the past few years to profit from my expertise, research and analysis. The majority of my insights and analysis are now published on REITs 4 Alpha, an SA Marketplace service where members get real-time access on Live Chat each day the market is open.
I have over 25 years of experience as a: developer of institutional quality office and industrial facilities, general contractor, homebuilder, managing general partner for private limited partnerships, and have performed consulting and transactional real estate services for others, including entitlements for planned commercial/office/industrial developments.
Past job experience included: V.P. of Energy Services for a Florida based Mechanical Contracting company, which subsequently was acquired by EMCOR (NYSE: EME). Responsibilities included development and "financial engineering" of projects to reduce energy consumption and total cost of ownership solutions, partnered with the two major Florida electric utilities, and private companies, (including Enron Energy Services!).
Education: UCLA - BA Economics, including graduate coursework in Real Estate Finance.
Masters Degree from St. Thomas University - Miami, FL
F.A.S.T. Graphs™ is a powerful research tool providing “essential fundamentals at a glance” on over 17,000 symbols. F.A.S.T. Graphs™ empowers the user to research stocks deeper and faster by allowing them to exploit the undeniable relationship and functional correlation between long-term earnings growth and market price. Warren Buffett, the greatest capital allocator of all time, said; “there are only two things that investor needs to know; how to value a company and how to think about stock prices.” With the F.A.S.T. Graphs™ at their disposal, users are able to perform both of these critical tasks… FAST. F.A.S.T. is an acronym for Fundamentals Analyzer Software Tool that takes all the hours of manual graphing of business fundamentals and reduces it to seconds, giving you critical information in an instant. With one glance you know a lot about the business you are graphing and its past, present and future value. F.A.S.T. Graphs™ should be the first step in every research project. Each graph is worth 1,000 words in describing a company’s growth, consistency and valuation.
Time management is important, and requires I limit hours spent here. For the convenience of others, I conclude my 1st comment with “uncheck:Xhrs”, and extend it if/when I post additional comments. This avoids time wasted on nonsense, off-topic discussions, and some arguments with zounderkites. I also reply to private messages.
I update my Profile following each quarter's end--below is my Q1-2018 update.
My journey as a self-directed investor (SDI) began 45 years ago (1973), and resulted in financial independence at age 52. I retired early the following year (Feb 1995). This year marks 23 years retired, and age 76. Thus actuarially, my retired years should exceed my working years.
Generally, the younger one retires, the greater the risk (and embarrassment) they might have miscalculated, and outlive their money. Fortunately, that is not among our concerns. Even including 2 major recessions, and now 7 years of significantly increasing annual RMDs, my IRA's market value increased by over 400%, whereas inflation increased 64%--this not braggadocio--only an illustration others can do at least as well IF they are willing to defer immediate gratification (spend less to invest more), to ensure future financial independence. Joyce and I long ago met our wealth accumulation goal, and moved to preservation. Our primary financial metric is now net worth.
At SA, my comments are limited to my IRA, which is 1 of our 5 portfolios, and the most actively managed. Dividends paid to my IRA equals twice our basic annual living expenses for food, clothing, shelter, taxes, transportation, entertainment, and insurances (but excluding our variable expenses for travel and generous gifting).
For 45 years, I’ve invested for total return. As a retiree, I invest more conservatively for growth & income. I now limit myself to dividend-paying companies, REITs, EFTs and recently a few CEFs having "level distribution plans". My IRA is tilted defensively compared to the allocations of most in wealth accumulation. OTOH, I’ve recommended our 20-something grandchildren tilt their allocations heavily toward greater growth until they actually need retirement income--there is little advantage to younger investors who settle for reduced total return so as to obtain income they don’t yet need (and for taxable accounts dividends are a significant drag on relative performance).
As I now invest for the benefit of our 2 children, 3 grandchildren, and soon great-grandchildren, I need more exposure to pure growth for greater total return, and thus the ETFs/CEFs holding pure growth companies offer greater total returns and diversification, and will become the dividend-payers of future decades.
2018 OBJECTIVE: PREPARE FOR ‘AUTOPILOT’
Recent hospitalizations are a reminder my body is aging faster in my 70s than in my 60s and 50s. Although I'll continue to enjoy active portfolio management for at least a few more years, prudence requires I proactively prepare for the eventuality of a more passive management either because I lack interest or capacity, or I'm no longer looking down on sod. Thus by mid-2018, I'll have completed actions that can be tweaked a few times before ‘autopilot’ is required.
I SEPARATE MY IRA INTO 2 SUB-PORTFOLIOS
My CORE PORTFOLIO constitutes about 70% of my IRA by market value. It focuses most of its allocation to lower beta companies in defensive sectors, and having economic moats--Consumer Staples, Utilities, Healthcare, and Telecoms). They tend to be 'slow-growth', and are often referred to as 'bond-substitutes'. Generally, I exit these positions only if I lose confidence in the BoD and management. Dividends and share buybacks compete as means for companies to deliver excess capital to shareholders, and the defensive sectors tend to favor dividends, which over longer periods, tend to produce generous total returns (even when the share price return is periodically mediocre).
My OPPORTUNISTIC PORTFOLIO (with a few exceptions listed below), contains my cyclicals. By definition, the earnings of (most) cyclicals are heavily influenced by the economy. In periods of economic expansion, they generally outperform my Core positions, and the opposite during economic contraction. Therefore, over time, I expect some of these positions are likely to move to my Core portfolio, and some growth companies in ETFs/CEFs to exhibit Core portfolio attributes (for example, I don't expect Amazon, Google, and Home Depot to under-perform Consumer Staples in future recessions).
For ETFs and CEFs, I've listed the top 5 holdings.
Consumer Staples (4):
UTG (Charter Comm.; Next Era; DTE Energy; Comcast; American Water)
Consumer Cyclical (2): These cyclicals not economically sensitive
XLY (Amazon; Home Depot; Comcast; Disney; Netflex)
ITA (Boeing; United Tech; Lockheed; Raython; General Dynamics)
XLI (Boeing; General Electric; 3M; Honeywell; Union Pacific
Real Estate (3):
Multi-Sector ETFs (1):
SPHD (Iron Mountain; Welltower; Phillip Morris; Ventas; PPL)
Total CORE Portfolio Positions = 31
Resorts & Casinos (1)
AMLP (Energy Transfer; Enterprise Products; Magellan Midstream; MPLX; Williams)
Information Technology (5):
BST (Apple; Alphabet; Microsoft; Amazon; Facebook)
XLK (Apple; Microsoft; Facebook; Alphabet; AT&T)
Financial Services (6):
XLF (Berk Hathaway; JP Morgan; Bank America; Wells Fargo; Citigroup)
Multi-Sector ETFs (2):
CII (Apple; Alphabet; JP Morgan; Microsoft; Bank of America)
EEMV (Taiwan Semi; Tencent; PT Bank; Public Bank; Bank of Chile)
Total OPPORTUNISTIC Portfolio Positions = 17
Ben Graham said: “Investing isn’t about beating others at their game [beating the market]. It’s about controlling yourself at your own game".
There are hundreds of voices competing for our attention. Often those shouting loudest have the poorest records. The 4 primary voices I listen to are data-driven, and publish weekly (or thereabouts):
Jeff Miller's Weighing The Week Ahead;
Fear & Greed Trader's S&P500 Update;
Chris Ciovacco's CCM Market Model videos; and
Patrick J. O'Hare's The Big Picture (at Briefing.com).
(That doesn't mean not reading contrary opinions.)
Thank you. I hope you found enough worthy your time expended.
IT'S A GREAT LIFE (and far more about family than investments). I've had a truly unbelievably awesome ride, including riches truly beyond my dreams!
I am Seeking Alpha's CEO and Editor-in-Chief. My love for the stock markets goes back to when I was a kid. Who else remembers combing through the stock quotes at the back of the business section of your local paper?
I joined Seeking Alpha in 2006 and launched Wall Street Breakfast and Market Currents, our top-of-class short-form breaking news for investors. In 2010 I became editor-in-chief and in 2015 I became CEO.
I live in Jerusalem with my wife and a bunch of exceptional kids. Most days, you'll find me making the commute from Jerusalem to Raanana. Occasionally I get to work from my home-office, from where I keep an eye on the beautiful Judean Hills.
To contact me, send me a direct message, or email me at email@example.com.
Founder of "The Contrarian", a premium research service, featuring the "Bet The Farm" Portfolio. Actively investing since 1995, I have soared like an eagle, and been unmercifully humbled by the markets. Achieved positive returns in 2008, and turned an account with $60,310 on 1/1/2009 into an account with $3,177,937 on 11/30/2009. My best years have been 1995-2003, 2008-2012, and 2016. My worst years were 2013-2015 & 2017. I believe inflation is coming, and we are at an inflection point in the markets.
Twenty year career as an investment analyst, investor, portfolio manager, consultant, and writer. Founder of Koldus Contrarian Investments, Ltd, which was incorporated in the spring of 2009. Dyed in the wool contrarian investor, who has learned, the hard way, that a good contrarian is only contrarian 20% of the time, but being right at key inflection points is the key to meaningful wealth creation in the markets. I believe we are near a meaningful inflection point, perhaps the biggest one yet, for the third time in the past 15 years.
Historically, I have had huge wins and impressive losses based on a concentrated, contrarian strategy. Trying to keep the good while filtering out the bad.
Seeking to run an all weather portfolio with minimal volatility and index overlays to capture my strategic and tactical recommendations along with a concentrated best ideas portfolio, which is my bread and butter, but the volatility only makes it suitable for a small piece of an investor's overall portfolio. The following are a couple of my favorite investment quotes.
"Life and investing are long ballgames." Julian Robertson
"A diamond is a chunk of coal that is made good under pressure."
"Knowledge is limited. Imagination encircles the world." Albert Einstein
I’ve been on top of the world, and the world has been on top of me. I have learned to enjoy the perspective from each view, and use opportunities to persistently acquire knowledge, and enjoy the company of those around me, especially loved ones, family, and friends.
At heart, I am a market historian with an unrivaled passion for the capital markets. I have had a long history and specialization with concentrated positions and options trading. Made money in 2008 with a net long portfolio, deploying capital in some of the market's darkest hours into long positions including purchases of American Express, Atlas Energy, Crosstex, First Industrial Real Estate, General Growth Properties, Genworth, Macquarie Infrastructure, Ruth Chris Steakhouse, and Vornado near their lows. Shorting, hedging, and option strategies also helped me in 2007 and 2009, and these are skills that I have developed ever since I started trading heavily in 1996.I enjoy reading, accumulating knowledge, and putting this knowledge to work in the active capital markets, learning lessons along the way.To this day, I continue to learn, and some of these learning lessons have been excruciatingly difficult ones, especially over the past several years, as I made mistakes allocating capital, including a sizable portion of my own capital (I always invest alongside my clients), to commodity related stocks. While all commodity related stocks have struggled since April of 2011, coal companies, which attracted me due to their extremely cheap valuations, and out-of-favor status (I am a strong believer in behavioral finance alongside fundamentals and technicals) have been the worst investing mistake of my career. The focus on the commodity arena has been the biggest mistake of my investment career thus far, yet in its aftermath, I see tremendous opportunity, even larger in scope than the fortuitous 2008/2009 environment.The capital that I accumulated and the confidence gained in navigating the treacherous investment waters of 2008 gave me the confidence to launch my own investment firm in the spring of 2009, right before the ultimate lows in the stock market. At the time I was working as a senior analyst at one of the largest RIA's in the country, and I felt strongly that the market environment was the best time since 1974/1975 to start an investment firm.
Prior to starting my firm, I was a senior analyst for three different firms over approximately 10 years (Charles Schwab, Redwood, Oxford), moving up in responsibility and scope at each stop along my journey. Since I was a paperboy, I have always had an interest in the investment markets. I love researching and finding opportunities. I am a Chartered Financial Analyst, CFA, as well as a Chartered Alternative Investment Analyst, CAIA. After starting in the teaching program at Ball State University, I switched to a career in finance when I turned a small student loan into a substantial amount of capital. I graduated summa cum laude with a degree in finance from Ball State.
Full disclosure, I am not currently a registered investment advisor, though I did serve in this capacity from 2009-2014, while owning Koldus Contrarian Investments, Ltd. Additionally, I held various securities licenses from 2000-2014, without a single complaint filed, and I continue to hold industry designations. At the end of 2014, I voluntarily let my state registration expire, as I transitioned the business to a different structure. Prior to this, I had passed, and held, various securities exams and licenses, including the Series 7, Series 63, and Series 65 exams, in addition to others, alongside my CFA and CAIA designations. Unfortunately, I did not file the proper paperwork to withdraw my state registration, and I did not disclose a personal arrangement, and subsequent civil case, between myself and a former close personal friend and client, that was initiated in 2011. I was unaware that I was required to disclose these items, and my securities attorney, at the time, did not advise me to do so. Previously, I had managed a portfolio for this gentleman, and we had taken an investment of approximately $7 million in 2009, and grown it to over $25 million at the beginning of 2012. After a difficult year of performance, an employee of the firm I owned, and friend, resigned in early 2013, and took the aforementioned client to a competing firm. As a result of not filing the proper paperwork, I agreed to a settlement, with a potential $2500 fine in the future, depending on if I choose to reapply to be a non-exempt advisor.
I am invested in positions of a combination of individual stocks and ETF's. My stock focus is concentrated on technology FB, APPL), biotech (GILD, PFE) and tried and true dividend aristocrats (JNJ, GE, DIS). ETF holdings include Vanguard sector ETF's.
Individual investors should feel free to message me privately about my real-time subscription service, which is very affordable. That is also included with my short idea product for institutional investors, here on Seeking Alpha.
For a better mobile experience on Seeking Alpha click the top right menu icon on most browsers and select "request desktop site".
I am a former financial communications programmer, turned full-time investor. I began investing in the mid-1990s, looking for a way to achieve early retirement. (A goal in which I have succeeded, if you don't consider full-time investing a job.) I took a scientific, experiment-based approach rather than a studious one. I feel that this approach, combined with my extensive programming work in financial markets and directly with traders has given me uncommon contrarian insight into what really drives market dynamics.
To that end, my articles will center around stocks and their derivatives because that's where I have the most experience (over 20 years). I may occasionally comment on currencies, where I believe I have sound academic knowledge, but less trading experience. I will always refer to a company by name or some abbreviation thereof. By contrast, I will refer to the stock a company issues by its ticker symbol. I think it can be important to differentiate between the two.
Mr. Berger is the creator and developer of the YDP screening tool, a chart system and its analysis for screening and monitoring dividend income equity investments. The recipient of Seeking Alpha's Outstanding Performance Award, he also has been Seeking Alpha's #3 ranked Author for Income Investing Strategy & #4 for Utilities.
20 years of sitting in the board room gives me unique insights into Oil & Gas investments and corporate deal making in general. Additionally, he offers a Premium Research subscription service for boosting income while reducing market risk using covered option writing on a dividend income equity portfolio.
Residing in Brazil gives me a local's inside view on the pulse of its economy, politics, investment climate and breaking news. A view of my front yard is available here.
A former Chief Operating Officer, Director, Vice President and General Manger of Oil and Gas for Southern Pacific's Oil and Gas Operations, Business owner, geologist, and cribbage player, I've been an investor for over 48 years (started young at 13) and learned my lessons the way that makes them stick, by hard knocks and both big and little mistakes. Hopefully I can share some of those lessons with others.
I am an American expatriate that decided to retire at age 57 in 2009 and now live in Brazil. As an early retiree I invest for income and manage portfolio risk by screening for strong and reliable historic data along with favorable fundamental and technical current trends.
I spend 6 months/year living at home in Brazil and 6 months/year traveling the world. I have structured my financial positions so that I live virtually tax free with much of my income exempt from US tax since I live ex patriot and a lot of my US derived income over the annual ex-patriate exemptions is held in my tax free ROTH and tax deferred IRA/SIMPLE plans. This enables my tax savings to pay for my 6 months of annual traveling :) .
My investing is for income and appreciation with a balance of low to moderate short term risk and low long term risk. To accomplish this I use quality dividend payors with a long track record of steady or increasing dividends along with slowly appreciating equity prices. I target a 6 to 9 % yield and almost exclusively require a minimum history of 5 years of steady/increasing dividends and no decreases in dividend ever or at least past 10 years. I diversify through sector, country and currency unit the stocks are traded in, and security type (equity, royalty trust, REIT, mlp, etf, and ADRs).
I use covered call writing to enhance my portfolio yield with no added risk. In fact, it lowers the risk substantially. Once I identify a stock I want to own and an entry price for it, I write cash covered puts at or below that entry price (with a minimum of 1%/month time premium. Thus i obtain at least a 12% annualized yield before compounding just from the option premium.
Likewise, I use the sale of cash covered puts to generate income and and generally get an entry point at 5 to 10% below my acceptable entry level price if/when the put stock does get presented. Thus my strategy provides a 12% pre compound yield on cash and entry into stock purchases at a 5 to 10% discount from "retail".
Because I only select stocks that I am willing to hold long term for their reliable dividend yields of > 6%, I am not concerned much with market volatility or short/midterm risk. Indeed, market volatility is my friend since it increases the premiums paid on the options I sell. I also selectively sell covered calls on positions I hold long so as to add to my yield that way while not taking on any additional risk.
This strategy has kept me happily living off my portfolio income and traveling 1/2 the year while my portfolio has been slowly increasing in value even after my harvesting income for living expenses. Of course my income will incrementally increase when social security kicks in for me in a few more years and I may then slightly mofidy my goals and strategies.
Readers can get an e-mail once a day from Seeking Alpha that lists all newly published articles of ALL the authors they follow in a single e-mail. To get these updates:
- a - Click "Alerts" along the top menu tab (just left of the green PRO tab)
- b - Scroll all the way down, and check the box for "author alerts" (2nd box from the bottom)
- c - Then you'll be notified by Seeking Alpha once per day of new articles by all authors you follow (in a single e-mail)
I am retired after 40 years in the Financial Services Industry. As an Actuary and Statistician, my primary focus was Risk Management. I served as a consultant to some of the largest Financial Institutions and taught advanced risk management skills to top level investing professionals.
My articles focus primarily on Portfolio Management Techniques and balancing risk/reward opportunities. With over 40 years of personal investing history my knowledge and background has been modified by real-life experiences. I relate not only the theoretical aspects but the problems and opportunities encountered in everyday investing life.
My goal is to provide readers a thoughtful look at the stock market and suggest techniques that can help them invest better while reducing risk.
My name is Dr Kanak Kanti De, MBBS, MD, PhD, retired medical practitioner, cancer survivor, healthcare sector investor, over 30 years' experience in the sector both in India and the United States. I write/have written on Motley Fool, SeekingAlpha, Benzinga, and on Forbes. I am consistently ranked high on TipRanks, although I don't like their ranking system. My portfolio has consistently beat the various indices for years. Email me to discuss my articles, or for just an adda (Bengali for informal chat) firstname.lastname@example.org.
I am a simple individual investor who believes that the playing field is level, but may require active management of one's holdings. I've devised a series of steps that constitute a highly defined covered option strategy that most anyone can follow and that I've described in Option to Profit (2011). Having retired from a career in Pediatric Dentistry, approximately 10 years ahead of schedule, after spending the previous 10 years working just 2 days each week, I now spend my time trading.
For almost 5 years I alerted others of trading opportunities in large cap positions through the Option to Profit subscription service, a premium subscription service that provided actionable Trading Alerts via text messaging or e-mail at my old site www.optiontoprofit.com.
As of January 2, 2017, the site and the name "option to Profit" are no longer mine. as I've again joined the dark side and taken the easy money. But I've returned to my blogging roots on January 2, 2017 by resurrecting the old TheAcsMan.com ad supported web site, open to all.
That, too, ended and the new, subscriber based LEAPtoProfit.com will launch on July 1, 2018 and will be geared to the less active trader who is either shifting into a "buy and hold" strategy, as am I in this next to final stage of my investing career or seeks to milk an existing "buy and hold" portfolio.
Ultimately, I hope to make my stock portfolio improve the quality of my life.
Whatever stage of life you are in, you can make your stocks improve that quality by putting them to work for you and perhaps LEAPtoProfit can be part of that process.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
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.
Full Time Micro Cap Investor. Founder of MicroCapClub.com
Founded in 2011, MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $300m market cap). MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena.
Tom Shaughnessy is owner of SecretCaps.com, an independent investor and analyst. He has been investing in the stock market since the age of twelve. His style is comprehensive and includes multi-layered research on a concentrated set of stocks. Tom enjoys constructive dialogue regarding various investment ideas and theories. Tom enjoys intensive research on prospective investments. This includes valuation estimates and modeling, CEO and management interviews, product and expansion overviews, future prospects, financial analysis and the current state of affairs at the company. Moreover, Tom's articles have a focus on micro-cap companies whose potential have flown under the radar. In his leisure time Tom enjoys playing racquetball on a competitive level. Twitter: Toms_119
Manoj Madhavan, CFA, CFP, is a Principal at Oxford Chase Advisors LLC, a Dunwoody, Georgia based Registered Investment Advisory (RIA) firm. His investment philosophy is loosely based on Warren Buffet’s principles of value investing.
Manoj was born in Tiruchirapalli (Trichy), India. He has a Bachelor's degree in Engineering from Indian Institute of Technology, Varanasi, India, a Master's degree in Engineering from Louisiana State University, Baton Rouge and an Executive MBA from Emory University, Atlanta.