Portfolio Strategy, mutual funds, CEFs
Contributor Since 2014
Intrepid Leader at an RIA. My firm and I simplify the lives of busy clients by providing ongoing financial planning and asset management. this is done by providing our clients customized, ongoing comprehensive financial planning, and customized investment advisory services tailored to the clients' needs. As a fiduciary, we have a legal obligation to put the needs and interests of our clients above our own. Specialties: fee based comprehensive financial planning, retirement planning, life insurance and protection planning.
Hey everyone! Hope everyone had a good weekend. The week certainly seems to look like it will be interesting from the mass shooting in Texas to the mass "cleansing" in Saudi Arabia to the Antifa protests throughout the country to the sexual harassment and abuse allegations against Soros. If you are into critical thinking, I highly suggest you check out the Reddit Conspiracy subreddit. (the rabbit hole is deep but most of the event were expected and predicted).
While I ordinarily provide an update to Income Idea subscribers every Sunday, I wanted to say thanks to my followers, and in particular real time followers. As such, I will be adding quick content, far in advance to my followers here through the blog feature, before it appears in the regular free articles.
For this week I plan on having at least two non-CEF articles.
The first will be discussing Roku (ROKU) prior to earnings release.
I also plan on having an article about Vista Outdoor (VSTO), in light based on the discussion around my previous Ruger (RGR) article, "Ruger's Weak Results Foreshadow American Outdoor Brands' Losses?" There was also a very "sensible" article recently written about Vista, but I feel the base premises about the firearms units and gun rights is completely wrong.
On the CEF side, will be discussing (JQC) and likely another senior loan fund.
Keep in mind, Income Idea subscribers will get advanced notice and views on the research complete with more detailed analysis.
If you have not yet subscribed, please give it a shot! You can subscribe or get more information from the marketplace or this link here.
Thanks in advance for reading the articles,
Disclosure: I am/we are long RSX.