How We Select Stocks and Make the Buy/Sell Decision
Gerald A. Townsend, CPA/PFS/ABV, CFP®, CFA®, CMT & James Tarkenton, CFA®
- What qualifies as a "good stock"?
- Doing your homework
- Formulating an "investment thesis"
- What is it worth?
- Making the decision
There will be an opportunity to ask questions.
For those who cannot attend, the presentation will be posted to our website.
Questions? Please call (919) 782-9689 or email Bonnie@AssetMgr.com .