Willingdon Views

Building lasting relationships by providing personalized investment management services for high net worth individuals and business owners.

Monday, 16 February 2004 13:31

Market rotations and rollercoaster rides

Understanding the constant ebbs and flows in the market and how to use discipline to avoid value-destroying rollercoaster rides.

Thursday, 08 January 2004 13:29

Earnings growth and expectations always matter

Analyzing earnings forecasts is most relevant when done in the context of historical averages as well as future expectations.

Monday, 24 November 2003 13:27

Cracks in the Mutual Fund Model

Discussing the excessive costs and lack of transparency associated with mutual fund portfolios.

Friday, 31 October 2003 13:23

Anticipating future leadership

Discussing Jack Welch’s challenge of the ever skeptical media in the context of how important it is to anticipate leadership in the market to out perform the averages.