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.

April

BCE

Blackrock Municipal Income

First Trust Energy Income and Growth

Martin Marietta Materials

Northrop Grumman

Nuveen Preferred Securities

Sysco

Waste Management

March

February

January

December

November

October

September

August 

July

June

May

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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