Securities Review



Every month we select securities to review that are widely held in our client portfolios. These reviews provide an update on company news, earnings reports, major acquisitions or other significant event in the company or its industry. Please click on a link below to read our latest reviews.

February

Coca-Cola

ExxonMobil

Gold ETF

Merck

Nike

Royal Dutch Shell

Starwood Property Trust

Waste Management

January

December

November

October

September

August 

July

June

May

April

March

The specific securities identified and described do not represent all of the securities purchased, sold, or recommended for advisory clients. The reader should not assume that investments in the securities identified and discussed were or will be profitable.



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