I am a value investor focusing on REITS and other income producing stocks and etfs. I have accounting designations from both US & Canada.
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I am an independent senior pension and investment analyst with years of experience working on the buy and sell-side. I have researched and invested in traditional and alternative asset classes at two of the largest public pension funds in Canada, the Caisse de dépôt et placement du Québec (Caisse) and the Public Sector Pension Investment Board (PSP Investments). I've also consulted the Treasury Board Secretariat of Canada on the governance of the Federal Public Service Pension Plan (2007) and been invited to speak at the Standing Committee on Finance (2009) and the Senate Standing Committee on Banking, Commerce and Trade (2010) to discuss Canada's pension system. You can follow my blog posts on your Bloomberg terminal and track me on Twitter (@PensionPulse) where I post many links to pension and investment articles as well as my market thoughts and other articles of interest. Please remember to support my efforts by clicking on the ads on the blog but more importantly by contributing via PayPal clicking on the buttons below. Anyone can contribute any amount at any time (all tips are greatly appreciated) but institutional investors are kindly requested to support this blog via an annual subscription of $500, $1000 or $5000 CAD (third option includes specialized consulting mandates). For all inquiries and comments, email me at LKolivakis@gmail.com.
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 40 stocks in my portfolio.
I'm a huge fan of dividend growth / GARP investing and talking about personal finance/investing in general. I believe long-term investing is the best way for my family to reach our goals, as I've seen my grandparents do the same, and it makes the most sense to me. Although my trade is not financially oriented (I'm an engineer), I do believe my family and I can manage our finances without the fees of financial advisers. (Previous Username: Kuwinsall)
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Retired Project Manager - 39 years with a national utility. Married 39 years and have 3 wonderful kids and 3 really grand grand-kids. USAF Veteran. Investing primarily in solid dividend paying companies with focus to generate income, capital appreciation is of secondary concern but still important.
As an SA Contributor I write about dividend investing general principles and strategies. I'll also write about concepts that apply across the investment spectrum but my focus is generally directed to dividend paying companies.
I tend to be conservative in investing approach. I invest and trade so as to increase my "discretionary" income. I live off my retirement pension and want to increase my account to provide additional income in future years. I'm 64 but haven't made a determination as to when I'll start using the additional income, preferring to remain flexible.
As a side note the profile picture is not me, it's my great grand-dad who was born in 1833, fought in the Civil War, fathered 11 children (the last one born when he was 67), worked hard as a farmer to take care of them, and died in 1910. I use it as inspiration to remind myself not to get lazy. I am fortunate to have been raised by great parents who set a great example for work ethic and taught me that we can accomplish much if we're willing to apply ourselves. That's why I invest my own money rather than depending on someone else.
My name is Mike McNeil and I’m the author of The Dividend Guy Blog along with the owner and portfolio manager over at Dividend Stocks Rock. I earned my bachelor degree in finance-marketing, own a CFP title along with an MBA in financial services. Besides being a passionate investor, I’m also happily married with three beautiful children.
I started my online venture to educate people about investing and to be able to spend more time with my family.
I used to struggle with the same issues millions of small investors deal with on a daily basis. Which stocks to buy? When to sell them? How to find the time to manage my portfolio? How to diversify? I wasn’t into dividend investing until I looked in depth at my portfolio returns and realized I was having difficulty keeping up with the market.
The root of the problem was a very poorly built portfolio that lacked structure and the components required to build a sturdy base. I made good money from the stock market but I was taking unnecessary risk to achieve my investing goals.
From that point on, I was determined to create a portfolio strategy that would allow me to benefit from dividend growth stocks as a solid foundation. Since then, I manage my portfolio with a stress free method that enables me to cash out dividend payments even when the market goes sour.
I retired in November 2016 at age 60.
My personal investing goal is to own a portfolio of dividend growth companies such that:
1) The overall portfolio dividend income is sufficient to pay for all of my routine retirement expenses. I do not ever want to be forced to sell something to produce cash, especially when my asset prices are down. [I have no objection to occasionally choosing to sell something to pay for a one-time expense such as a vacation or a gift.]
2) The overall portfolio dividend income rises each year by more than the rate of inflation, so that my purchasing power does not erode over time.
I invest primarily in David Fish's lists of Dividend Champions, Dividend Contenders, and Dividend Challengers. See http://www.dripinvesting.org/tools for those lists.
I do not invest in MLP's or BDC's or CEF's or preferreds.
I maintain a free web site that contains dividend histories for all of David Fish's Dividend Champions, Contenders and Challengers: http://www.tessellation.com/dividends
On October 31st, 2014, I retired. Turned in the keys to the company car, gave them my computer and my account lists and joined the ranks of those who "slipped off into the sunset." I never thought in retirement that I would be this busy. It's fun. Time with the grandkids, time to perfect my cooking skills, and time to travel and check off the things on my bucket list. I should have done this a long time ago.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
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
Sorry I hide my true identity but I'm a physicist/engineer, native contrarian and idea generator. I am an eclectic dividend investor with motto "In God We Trust, All Others Pay Cash" applied to companies I invest in.
I like to read /and read a lot - did you look on my SA photo 8-)? / including popular and academic investment books and papers. After 200+ books I concluded that many (but not all) finance academics failed to delivery a good science because they usually are more concerned about match between their models and limited (in time and place) data-sets than about underlying assumptions of their models. On another hand, finance practitioners such as fund managers have different goals than I (for example, they want to outperform or replicate market each single year while my goal is to have smooth income from my investment and I don't worry to underperform in a bull market) and to some extend more limited in their choices than I (for example, with micro- and nano-cap stocks). It gives a chance for me as amateur investor to compete successfully with professionals in niche strategies such as dividend investment (see http://seekingalpha.com/instablog/725729-sds-seductive-dividend-stocks/266502-why-i-m-a-dividend-zealot-jan-31-2012).
My real portfolio consists of more than 100 dividend growth (DG) and high yield (HY) high quality stocks of USA and foreign companies with good history of dividend payments. I cherry-picked these stocks from the end of XX century in accordance with my ideas on diversification for income-equity investors ( http://seekingalpha.com/instablog/725729-sds-seductive-dividend-stocks/4183595-an-estimation-of-dividend-growth-portfolio-size). I also maintain artificial so-called "poor"folio of dividend stocks I use for self-education about market.
I understand that DGI is mostly trust in company's Board of Directors consistency and that HYI is mostly disagreement with market sentiment but both styles fit my goals and mentality,
My investor edges are
i) critical scientific approach (used in natural science rather than in liberal sciences) to finance academics ideas and strong selection between useful and worthless findings;
ii) quite predictable proprietary model of dividend reductions forecast in near future (couple years) that I have delivered from mix of hardware engineering ideas and physics concepts with finance data and behavior signals that allows me to sell stocks before such unpleasant event, and that I continue to polish;
iii) independence in time frames and market exposures forbidden for many finance practitioners;
iv) analyses of companies that are too small for institutional investors.
I have couple excellent ideas in dividend investing I'd like to capitalize, so serious requests are welcome.
I rather put my thoughts and ideas in SA Instablog and comments than in articles (I'm pretty busy/lazy/English-incompetent to perfect an article) but in all cases all standard disclaimers are applied. One of good things I have learned in Intel, that decision should be data driven. So I try to supply my ideas and thoughts with most relevant data. I love old Russian writer and dramatist Anton Chekhov principle "Brevity is the sister of talent" and think it is even more important nowadays with ocean of information in front of any investor. So, I try to follow this principle in my SA instablog and comments but please remember that "If I have more time, I would have written shorter".
Being a scientific journals referee I have a bad habit to find few weak points in almost any manuscript, so I probably too critical in some comments but I hope the article authors excuse me. I prefer communicate via SA email rather than inside comments (I usually turn off "Track new comments on this article" feature SA has). So send me a SA email if you have a question or would like to discuss my point of view.