Why did Charles Wilton sell KB Home and buy Eaton? Comments
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Charles Wilton

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 …
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Mike Flux – Market Update and Investment Alternatives Q3-2015 Comments
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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 …
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An Investing Principles Checklist With Charles Wilton Comments
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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 …
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Investing Teaching Moment: What is the Margin of Safety? Comments
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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 what is the margin of safety? IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls …
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Mike Flux – Market Update and Investment Alternatives Q1-2015 Comments
0

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 …
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Why did Charles Wilton sell Goldman Sachs? Comments
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Charles Wilton

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 …
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Why did Charles Wilton Buy CB&I (Chicago Bridge)? Comments
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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 recent acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls …
Continue reading

Why did Charles Wilton Buy Gilead? Comments
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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 recent acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls …
Continue reading