FLY ON THE WALL UPDATE CALLS
Why did Charles Wilton sell KB Home and buy Eaton?
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about the recent deposition and acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at…
Mike Flux – Market Update and Investment Alternatives Q3-2015
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q3 of 2015. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events. In this second video, Mike gives…
An Investing Principles Checklist With Charles Wilton
A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In today’s episode, we talk about the discipline process that Charles follows in order to make the proper decisions in making good quality investments. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by…
Investing Teaching Moment: What is the Margin of Safety?
A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In today’s episode, we talk about what is the margin of safety? IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one…
Mike Flux – Market Update and Investment Alternatives Q1-2015
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q1 of 2015. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events. In this second video, Mike gives…
Why did Charles Wilton sell Goldman Sachs?
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about the recent deposition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of…
Why did Charles Wilton Buy Gilead?
A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In today’s episode, we talk about the recent acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one…