ETFs & Funds
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I'm a fee-only registered investment advisor managing investment portfolios and providing financial planning for my clients, many of whom are small business owners or retired.
I am a value investor. Utilizing techniques learned from years of studying the masters of value investing, I am continually searching for investments that sell at a discount to intrinsic value and offer a sufficient enough margin of safety to protect my clients. A good yield serves as icing on the cake.
While some clients want to be invested entirely in bonds, and others want to be invested entirely in stocks, I prefer to build balanced portfolios. But portfolios are not static. When bonds are cheap, I will overweight bonds. When
stocks are cheap, I will overweight stocks.
Additionally, I've been a CPA for over 20 years and have a small tax practice. Many of my RIA clients are also clients of my CPA firm.
Registered Investment Advisor (RIA).
Bonds, Closed End Funds, Dividend stock ideas & income, ETFs, REITs, Stocks - long
Gilliland Investment Management
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RE article on GLW from Eric Savitz. GLW has high operating leverage. As sales improve, GLW goes from breakeven to highly profitable.
Jul 1, 2009
Gary,First, good article. I...
5 Huge Misunderstandings About The Current Inve...
To add to metameta's commen...
Reasons Why Energy XXI Is Not Going Bankrupt
Very good info. Thanks Rich...
Bonanza Creek: Premium Valuation Reflects Stron...
Thanks Steve, great info.
Bonanza Creek Reports In-Line Volumes, Bottom-L...
I just checked Morningstar....
A Note To John Hussman