Why did Charles Wilton Buy Valmont? 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 …
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Mike Flux – Market Update and Investment Alternatives Q4 2014 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 Q4 of 2014. We also discuss how to interpret the current events, and how to properly …
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Mike Flux – General and Investment Alternatives Update Q3 2014 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 2014. We also discuss how to interpret the current events, and how to properly …
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Why did Charles Wilton sell Citi Bank and buy John Deere? 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 – General and Investment Alternatives Update Q2 2014 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 Q2 of 2014. We also discuss how to interpret the current events, and how to properly …
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Charles Wilton – Why It Was Time To Sell Walgreens 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 disposition in his portfolio and why he decided to sell Walgreens. IRONSHIELD Financial Planning’s “Fly …
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Charles Wilton – Why Buy Everest Reinsurance 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 changes in his portfolio and why he decided to buy Everest Reinsurance. IRONSHIELD Financial Planning’s “Fly …
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Charles Wilton – Selling Position of CR Bard Comments
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Charles Wilton

In today’s episode, I have an in-depth discussion with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We go into detail about a recent deposition or exist position that took place in Charles’ portfolio.  Remember, …
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