Former "C" level corporate executive (public and private companies) with both domestic and international operating experience. Current and former board member of privately held firms.
My portfolio is comprised of three segments. One segment is actively invested, primarily in tax free bonds by a national wealth management firm. A second segment is invested in mutual funds through IRA's and 401k plans. The third segment is comprised of dividend paying stocks I actively manage. My holding period tends to be more than one year and I own several stocks I've held for decades.
I look for opportunity by studying the marketplace in which a firm competes, its management, its competitors, and the macro ...More trends (government regulation, demographics, customer perceptions, and product life cycles) impacting the business. I look first to sound financial management then try to assess if management's strategy is appropriate given the macro trends.
SNAPSHOT
Description: Retiree.
Trading frequency: Monthly
Interests: Bonds, Dividend stock ideas & income, Energy stocks, Gold, Mutual funds, Retirement savings, Stocks - long
COMPANY
Currently, there is no company profile for southfl.
My portfolio is comprised of three segments. One segment is actively invested, primarily in tax free bonds by a national wealth management firm. A second segment is invested in mutual funds through IRA's and 401k plans. The third segment is comprised of dividend paying stocks I actively manage. My holding period tends to be more than one year and I own several stocks I've held for decades.
I look for opportunity by studying the marketplace in which a firm competes, its management, its competitors, and the macro ...More