A celebration of value thinking, a salute to common sense and straightforward logic. I hope to explore the logic of Wall Street recommendations in a value context. Many of these ideas are employed in my portfolios and those of my family, friends, and clients. Please bear in mind that ALL ideas, opinions, and/or forecasts are for informational or entertainment value ONLY and should NOT be construed as a recommendation to invest, trade, or speculate in the stock market.
posted by Rick @ 4:53 AM
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I have been a portfolio manager of institutional portfolios for 30 years. My current interests focus on separately managed accounts for individuals as well as portfolio selection for unit investment trusts. I am a Chartered Financial Analyst as well as a Certified Financial Planner. My greatest joy outside of my family is training young people to become better research analysts, portfolio managers and financial planners.
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