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EIPI: Monthly Income From MLPs Without The K-1
Seeking Alpha· 2025-09-30 12:31
Core Insights - David A. Johnson is the founder and principal of Endurance Capital Management, specializing in various investment vehicles including stocks, bonds, options, ETFs, REITs, real estate, closed-end funds, hedge funds, and private credit [1] Group 1 - David A. Johnson has over 30 years of experience in investing and holds a Master of Science (MS) Degree in Finance with a concentration in Investment Analysis from Boston University [1] - He also possesses a Certificate in Financial Planning and an MBA from Fordham University [1]
IVES: A Prime Example Of How The ETF Business Has Gone Too Far (Sell Rating)
Seeking Alpha· 2025-09-26 12:26
Yes, that picture is worth 1,000 words. Or whatever the word count ends up with for this article. And to be clear at the outset, while the focus here is on the Dan IVESI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting investments since the 1980s, and I spent decades an an investme ...
Why I Prefer PDO Over PDI
Seeking Alpha· 2025-09-25 21:05
Group 1 - Sensor Unlimited is part of the investing group Envision Early Retirement, which focuses on generating high income and growth through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival and withdrawal, and another for aggressive long-term growth [2] - Monthly updates on holdings, tax discussions, and ticker critiques are provided to members [2] Group 2 - Sensor Unlimited has a PhD in financial economics and has spent the last decade covering the mortgage market, commercial market, and banking industry [3] - The focus areas include asset allocation and ETFs related to the overall market, bonds, banking and financial sectors, and housing markets [3]
Albemarle Corporation DEP SHS REPSTG A: Mandatory Converts, Not Traditional Preferred Shares
Seeking Alpha· 2025-09-25 16:18
Group 1 - The article emphasizes the importance of thorough due diligence by retail investors, highlighting that naming conventions and yields alone are insufficient for making informed investment decisions [1] - Binary Tree Analytics (BTA) aims to enhance transparency and analytics in capital markets, focusing on Closed-End Funds (CEFs), Exchange-Traded Funds (ETFs), and Special Situations to achieve high annualized returns with low volatility [1] - BTA has over 20 years of investment experience, backed by a finance major from a top university, indicating a strong foundation in financial analysis and investment strategies [1]
It Rarely Pays To Be Bearish
Seeking Alpha· 2025-09-25 13:07
Core Insights - Lawrence Fuller has 30 years of experience managing portfolios for individual investors, having started at Merrill Lynch in 1993 and later founding Fuller Asset Management for complete independence [1] - Fuller Asset Management manages the Focused Growth portfolio on Dub, a fintech platform that is the first copy-trading platform approved by US securities regulators, allowing retail investors to automatically copy chosen managers' portfolios and trades [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser led by Lawrence Fuller, who also manages the Focused Growth portfolio on Dubapp.com [3] - The information provided by FAM is intended for educational purposes and does not constitute an offer or solicitation for specific securities or investment strategies [3] Platform Insights - Dub is highlighted as a pioneering copy-trading platform in the US, enabling retail investors to replicate the investment strategies of experienced managers [1]
UYLD: Short End Curve With Securitized Credit
Seeking Alpha· 2025-09-25 10:20
If you are one of those who has "cash stopped in account" and it hurts to see how it falls short of what the market pays, the UYLD (UltraShort Income) ETF will sound interesting toAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no bus ...
This Economic Report Spells Goldilocks
Seeking Alpha· 2025-09-24 14:54
Core Insights - Lawrence Fuller has 30 years of experience managing portfolios for individual investors, having started his career at Merrill Lynch in 1993 and later founding Fuller Asset Management for independence [1] - Fuller Asset Management manages the Focused Growth portfolio on Dub, a fintech platform that allows retail investors to automatically copy the trades of selected managers, marking it as the first copy-trading platform approved by US securities regulators [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser led by Lawrence Fuller, who also manages the Focused Growth portfolio on Dubapp.com [3] - The information provided by FAM is intended for educational purposes and does not constitute an offer or solicitation for specific securities or investment strategies [3] Platform Details - Dub is a copy-trading platform that enables retail investors to replicate the portfolio and ongoing trades of their chosen managers automatically, enhancing accessibility to investment strategies [1]
SLVO: A Bad Choice As Silver Could Fly Through The Double Top Resistance
Seeking Alpha· 2025-09-24 11:00
Core Insights - Silver has reached 14-year highs and is nearing the "double top" resistance just below $50/oz, indicating potential for further price increases if this resistance is broken [1] Investment Approach - The investment strategy focuses on long-term macro ideas through low-risk ETFs and CEFs, with a background in trading stocks and currencies for nearly ten years [1]
Watching MAGY, Holding YMAG: Income Investors Face A Magnificent Dilemma
Seeking Alpha· 2025-09-24 07:36
Group 1 - The article discusses the comparative analysis between YMAG and MAGY, particularly focusing on the Roundhill Magnificent Seven Covered Call ETF (BATS: MAGY) [1] - The author has over 20 years of experience in quantitative research, financial modeling, and risk management, emphasizing expertise in equity valuation and market trends [1] - The research approach combines rigorous risk management with a long-term perspective on value creation, focusing on macroeconomic trends and corporate earnings [1] Group 2 - The article does not contain any disclosures regarding stock positions or plans to initiate positions in the mentioned companies [2] - It clarifies that past performance is not indicative of future results and does not provide specific investment recommendations [3]
5 Best ETFs To Diversify For Volatility And Falling Rates
Seeking Alpha· 2025-09-23 17:00
Core Insights - The article highlights Steven Cress's role as VP of Quantitative Strategy and Market Data at Seeking Alpha, emphasizing his contributions to the platform's quantitative stock rating system and analytical tools designed to assist investors [1][2][3] Company Overview - Seeking Alpha has developed a quantitative stock rating system that interprets data for investors, aiming to provide insights on investment directions and save time for users [1][2] - The platform features a systematic stock recommendation tool called Alpha Picks, which is intended to help long-term investors build a high-quality portfolio [1] Leadership Background - Steven Cress previously founded CressCap Investment Research, which was acquired by Seeking Alpha in 2018, enhancing the platform's quant analysis and market data capabilities [3] - He also established the quant hedge fund Cress Capital Management and has extensive experience in proprietary trading at Morgan Stanley and international business development at Northern Trust [3][4] Expertise and Approach - With over 30 years of experience in equity research, quantitative strategies, and portfolio management, Steven Cress is positioned to address a variety of investment topics [4] - The company emphasizes a data-driven approach to investment decisions, utilizing sophisticated algorithms to streamline investment research and provide daily updated stock trading recommendations [2]