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July 28, 2006

An independent market strategy viewpoint, Fri., July 28, 2006, 1:17 PM

My friend Manish of Ft. Lauderdale (do you recall the Bill Cara room at his family's hotel?) has sent along his company's present portfolio strategy report.

Download H&RB's July 26 report on portfolio strategy.

H&R Block Financial Advisors is a mid-sized advisory firm that does no corporate finance. Not being dealers, they can be effective brokers and advisors. According to my friend, the portfolio strategists do a good job too, but to determine that the reader will have to decide.

Manish tries his best too. He sent along a note: "(one correction) On the spreadsheet NVS is listed as number one, it should be in the top 15, but not number 1.". I like that attention to detail.

Here's a replay of the photos I took from the "Bill Cara Room" at Bahia Beach:

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Posted by Posted by Bill Cara on July 28, 2006 01:17:50 PM | Category: Cara Today in the Market

Discourse

Bill - are these pix from the Bahamas? So populated!! And lovely!!

Posted by: bbcmoney [TypeKey Profile Page] at July 30, 2006 1:34 AM [link]