Gregory A Lee earned a Bachelor of Arts degree from the History Dept. of the University of South Carolina in 1973. Following college, Mr. Lee received his law degree from Western State University College of Law in 1977. He was admitted to the California Bar in 1977. Mr. Lee completed International Law studies at Magdalen College, Oxford, England and at Trinity College, Dublin, Ireland. Currently practicing law in Irvine, California. Mr. Lee has appeared in Federal and State courts all along Western U.S. to the East Coast to Puerto Rico.
I manage investment portfolios for institutions and individuals (ranging from safe retirement income to aggressive long-term capital appreciation). If you are a "do-it-yourself" investor, I share model portfolios and investment ideas within The Value & Income Forum. You can learn more about me here. Please feel free to contact me any time. Thank you.
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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 .
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
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.
Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies and manager selection. The principal has been responsible for managing nearly seven billion dollars in credit investments across the capital structure and overseeing the research and trading of credit market activities. Rubicon Associates has written for Seeking Alpha, Learn Bonds, a newsletter and TheStreet.com in addition to advising institutional and private investors.
Retired from one the big blue-chips (principal engineer, 38 yr). Computer talents used to advance predictive simulation programs and their associated models. Expert with various computer languages for writing source code and also Excel spreadsheets to solve complex problems. Never had personal time (1975-2013) to properly follow markets and and manage own investments so my performance is typical of the "herd" over this time period. Since July 2013 I have moved all tax sheltered funds into an IRA to actively manage. Now using my computer skills to back-test and create predictive investing models. Focus is currently on retirement investing that targets optimization of income and evaluation of risk.
James has degrees in both Economics and Political Science. He is a small business owner with several years of past political experience and 17 years of active investing. Starting in 2018 the vast majority of James' work will be exclusive to Value Investor's Edge. VIE is a top-rated research service dedicated to offering actionable trades and strategic income opportunities. We now cover a variety of deep value and income-driven sectors, while maintaining our focus and very profitable record of shipping industry coverage. Members receive exclusive access to over a dozen reports per month, including regular shipping and commodity macro analysis from James Catlin, exclusive content by top-tier deep value analyst J Mintzmyer, industrial and MLP ideas from Michael Boyd and international insights from Ian Bezek. This winning team has developed a dedicated following of highly knowledgeable investors and industry professionals who also share their own thoughts and ideas. For more information on Value Investor's Edge, simply click here.
Doug K. Le Du is a preferred stock researcher, author of the book titled Preferred Stock Investing, syndicated writer and publisher of three monthly preferred stock newsletters.
Doug has been studying the preferred stock marketplace since 2002. In 2006 he published the first edition of Preferred Stock Investing which has been updated and re-published regularly since then.
Preferred Stock Investing teaches risk-averse investors how to screen, buy and sell the highest quality preferred stocks. The book lists all qualifying preferred stocks that have been issued since January 2001.
The ten selection criteria from Preferred Stock Investing filtered out the 57 preferred stocks from the big banks that would be claimed by the Global Credit Crisis and let pass the 13 issues from the big banks that were saved by acquisition. In 70 out of 70 cases, a 100% success rate for almost two years running, the preferred stock selection criteria found in Preferred Stock Investing protected preferred stock investors.
As a researcher, Doug researches the market price behavior of the highest quality preferred stocks and writes to you about trends and opportunities. His premium subscription service (described at www.PreferredStockInvesting.com) providers subscribers with email alerts of new preferred stock issues, access to his preferred stock catalogs and HotLists, a monthly newsletter just for premium subscribers and much more.
Doug's academic background is in economics and statistics. Doug retired from his position as Managing Director at one of the world's largest management consulting firms in 2002 to focus on preferred stock research. Doug does not sell preferred stocks nor is he a stock broker or financial adviser.
A regular guy (still alive from New York!) who shows how he would manage a model (not actual) portfolio for educational purposes only, my personal finances are my own business and the disclosure statement is only for the portfolio we are discussing (if an asset is held personally, I will note that in the disclosure). I give absolutely no advice, and only offer suggestions on how I could manage a portfolio. My personal portfolio and finances can change at any time, which has nothing to do with the educational value of any article.
The main reason for a subscriber to "Follow" me, especially for the model portfolios (TARP or otherwise), is to glean some knowledge to become a better investor and not simply place bets. Money management is every bit as important as any other aspect of investing, and by following a portfolio and the actions taken, you can gain some insight into a somewhat higher level of investing acumen. There are no requirements, and this is not "rocket science" - it is simply a powerful way for you to put the money you have worked hard for to work even harder for you. My message will be consistent, and my hope by doing this is to share my own experiences, illustrated in the model mock portfolios I build exclusively for Seeking Alpha. Knowledge is power, and many folks shy away from the investing world because that very world makes it more confusing each and every day in an effort to sell you something: stock picks, technical strategies, books, videos, subscriptions with "secret ideas," gadgets, and even snake oil. My promise to you is that my work here will remain free to all of my followers, with the hope of giving to you some of the things that took years for me to learn myself.
Dave Fish is the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I am a retail investor that gathers, processes and analyzes significantly more data than average. I share that data in my articles. I let the data do the talking. I am only taking dictation as the data tells its message.
Downtown Investment Advisory (DIA)* is a New York-based investment adviser registered with the U.S. Securities and Exchange Commission (SEC). DIA provides customized investment advisory services to individuals, charitable institutions and retirement plans. DIA currently has over $75 million of assets under management. DIA specializes in creating custom fixed income portfolios with a core of individually selected bonds that we recommend be held to maturity. Other income assets, such as preferred stock and exchange traded debt, are also used to diversify an income portfolio. Depending on the needs and risk profile of clients, fixed income portfolios can target yields ranging from 3%-9% per annum.
DIA utilizes the services of both Charles Schwab and Interactive Brokers as a third party custodian. Clients of DIA will open and control an account at the third party custodian in their own name, and DIA never takes custody of client accounts. Registration with the SEC does not imply that DIA, or any individual providing investment advisory services on behalf of DIA, possesses a certain level of skill or training. DIA's Seeking Alpha page has over 1,000 followers. These followers have not been solicited by DIA, and the presence of these followers should not be considered testimonials or advertisements for DIA's investment management services.
DIA's investment manager, Salo Aizenberg, a graduate of Columbia Business School with an MBA in Finance, is a highly experienced finance and investment professional with 24 years of active investing in fixed income, equity, and alternative investments, having managed institutional portfolios exceeding $500 million.
Important disclaimer language for all articles published on Seeking Alpha, including premium Newsletter articles:
All articles published by DIA, including those published in the High Yield Bond Investor Newsletter (the "Newsletter"), are intended as an information source for investors capable of making their own investment decisions. However, this information is not intended to be used as the sole basis of any investment decisions, nor should it be construed as advice designed to meet the investment needs of any particular investor. It remains the reader’s exclusive responsibility to review and evaluate the content of the articles and to determine whether to accept or reject the content. DIA expresses no opinion as to whether any of the content of any article or recommendation is appropriate for a reader’s investment portfolio, strategy, financial situation, or investment objective. Readers do not receive investment advisory, investment supervisory or investment management services, nor the initial or ongoing review or monitoring of the reader’s individual investment portfolio or individual particular needs. Therefore, no reader should assume that any articles published on Seeking Alpha or the Newsletter is a substitute for individual personalized advice from an investment professional of the reader’s choosing. Rather, these articles and the Newsletter is designed solely to provide readers with a method to evaluate certain investment-related information.
High Yield bonds are not suitable for many investors and by definition are not Investment Grade bonds and therefore carry a much higher level of risk. High Yield bonds (and similar high yielding investments) are subject to various risks including interest rate risk, credit risk, and market risk which could result in the total loss of the investment. Past performance is no guarantee of future results. DIA encourages readers to consult with their own independent financial adviser with respect to any investment in any security mentioned.
The information upon which all articles are based is obtained from sources believed to be reliable, but has not been independently verified. Therefore, DIA cannot guarantee its accuracy. Information regarding a company or security may be obsolete by the time it is published on Seeking Alpha and investors must therefore independently verify updated information regarding a company or investment. Any opinions or estimates constitute the author's best judgment as of the date of publication, and are subject to change without notice.
Despite best efforts to provide quality investment information to our readers, DIA does not accept any liability or responsibility for any loss resulting from investment decisions based on information in any article. DIA does not get paid or receive compensation of any kind by any company or any third party for discussing a particular company or investment in any article.
DIA frequently holds in both personal and client accounts many of the investments recommended on Seeking Alpha, including in the Newsletter. DIA may purchase a recommended investment prior to or after a recommendation is published on Seeking Alpha. Readers should be aware that this may present a conflict of interest.
* Downtown Investment Advisory is the "doing business as" name of Maytal Asset Management LLC. A copy of DIA's Form ADV Parts 1 and 2A disclosure documents are available via the Investment Advisor Disclosure Website (www.adviserinfo.sec.gov/IAPD).
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.
Durig Fixed Income provides market leading products and services:
Please review our performances: Durig's Fixed Income 2 (FX2) & Durig's Distressed Debt 1 Hedge Fund (DD1)
We provide a Free Newsletter updating the fundamental research on several high yielding institutional bonds at Bond-Yields.com, combined with our low cost assistance, often allows our clients to broadly diversify their fixed income portfolio while often greatly enhancing their yields plus attaining superior overall returns.
This service often allows our clients to achieve a much higher income combined with far greater diversification. - call us at 971-327-8847
About Girish Bhise, Head of Fixed Income and Credit Research at Aranca
Over 14 years of global investment research experience, largely in fixed income and credit research. Hands-on experience in financial research including fixed income and credit research (investment grade, high yield, distressed debt, covenant research, structured credit, and US Municipals), equity research, investment banking research, and business research.
About Aranca: Founded in 2003 in the UK, Aranca is the decision insight partner for companies looking for valuation and advisory services, customized investment, business, intellectual property research and analytics. Over the years, Aranca has emerged as a trusted research and analytics partner for a variety of global clients including Fortune 500 corporations, large financial institutions like investment banks, hedge funds, PE/VC firms, brokers, start-ups firms and other businesses. http://www.aranca.com/investment-research/research-solutions/fixed-income-credit-research
Michael Ashton has been a recognized leader in developing the U.S. inflation derivatives market. He traded the first interbank U.S. CPI swaps in 2003 and, as a dealer, was a primary liquidity-provider in that market for two large banks. He represented about one-third of interbank swaps volume during his tenures at those firms. He invented and was the sole market-maker for the CME CPI Futures contract. He has written and spoken extensively about the use of inflation-indexed products for hedging real exposures, and has written more broadly in a commentary format about the rates markets and macroeconomy. Mr. Ashton is currently the managing principal at Enduring Investments LLC. His comments on this site and others are not posted in that role, and no opinions of his should be construed to be recommendations of or to reflect the views of his employer. He recently published "What's Wrong With Money? The Biggest Bubble of All."
BS in Economics, MA in Public Policy (International Economics). J is a well-known voice in the global shipping community, with unparalleled investment results and a penchant for activist investing.
Mintzmyer founded Value Investor's Edge, a top-ranked deep value research service in May 2015, with the goal of establishing a top-tier community of deep value investors and activists. Value Investor's Edge subscribers leverage exclusive in-depth analytic reports and community investment experience to discover disconnects in global shipping and a variety of other beaten down sectors.
TipRanks.com ranked Mintzmyer’s performance in the top 3% of all global analysts at the end of 2015 for his 2-year investment performance. At the end of 2016, Mintzmyer was ranked in the top 2% for online 'bloggers' for two-year performance. While compiling his research, Mintzmyer has interviewed numerous management teams at public maritime firms, and has worked with a multitude of investors. His exclusive analysis has received numerous 'Top Idea,' 'Must Read,' and 'Small Cap Insight' awards. He is commonly cited in industry news such as TradeWinds and Splash 24/7 and has been interviewed multiple times on Cheddar TV.
J is a CFA candidate and investment enthusiast who utilizes Seeking Alpha to provide an open exchange of both trading and investment ideas. Masters in Public Policy, with focus on International Security & Economic Policy from the University of Maryland, College Park. Distinguished Graduate of the United States Air Force Academy with a B.S. in Economics. President of Mintzmyer Investments LLC, a financial services company specializing in equity research and hedge fund advisory.
Extensive background in financial analysis, equity research, accounting, portfolio management, and customized asset allocation through nearly a decade of formalized education, personal studies, and practical experience. Avid reader of business/investments and biographies.
Legal Disclaimer: Any related contributions to Seeking Alpha, or elsewhere on the web, are to be construed as personal opinion only and do NOT constitute investment advice. An investor should always conduct personal due diligence before initiating a position. Provided articles and comments should NEVER be construed as official business recommendations. In efforts to keep full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. The majority of trades are reported live on Twitter, but this cannot be guaranteed due to technical constraints.
My premium service is a research and opinion subscription. No personalized investment advice will ever be given. I am not registered as an investment adviser, nor do I have any plans to pursue this path. No statements should be construed as anything but opinion, and the liability of all investment decisions reside with the individual. Although I do my utmost to procure high quality information, investors should always do their own due diligence and fact check all research prior to making any investment decisions. Any direct engagements with readers should always be viewed as hypothetical examples or simple exchanges of opinion as nothing is ever classified as “advice” in any sense of the word.
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios particularly those facing or about to face Required Minimum Distributions (RMDs).
Bob is a stronger believer in having developing a personal portfolio business plan. He restricts his equity investments to stocks to those with investment grade credit of BBB or higher. He believes in set percentage caps when investing in non-defensive sectors.
Bob believes it is important to invest in holdings that are recession proven.
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.
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 28 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management. He favors tactical asset allocation strategies over "set-it-and-forget-it" investing.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha, The Street and TalkMarkets. Gary’s participation on local and national radio has spanned more than two decades, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 21-year old daughter, Wei Gordon.
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.
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David Hunkar (pseudonym) holds a Masters Degree in Finance and Economics. He is a part-time consultant for a financial consulting firm where he manages portfolios for manages portfolios for self and family. He has been an investor for the past ten years. David focuses on foreign stocks trading in the US markets including the OTC market. He concentrates on high dividend yield and dividend growth stocks. ETFs are his another favorite investment vehicle. In addition to his contributions here at Seeking Alpha, you can also visit him at his blog www.topforeignstocks.com