Willingdon Views

Building lasting relationships by providing personalized investment management services for high net worth individuals and business owners.

January 25, 2012

President Andy…

Buried beneath an unrelenting flow of pessimistic prognostications lies an undervalued stock market. Read more for an historical perspective why stocks are statistically cheap.

December 19, 2011

A Frost Delay

As a country, as a society, as a global economy, what progress have we really made? And what are some achievable goals for 2012?

November 22, 2011

Reform or die...

Is the decline of America inevitable? Or can we all work together, make the necessary tough decisions, and solve our structural problems?

October 28, 2011

Occupy What?

What impact will the populist movement have on corporate profit growth? What are the catalysts for a positive year in stocks in 2012?

Investors have a fighting chance to turn our economic challenges into opportunities. Read on to learn what changes America needs to make to continue to lead the world.

Stocks are significantly undervalued relative to bonds. Read on to learn about the key characteristics leading companies have in these volatile times.

August 04, 2011

Think Like A Knick

Is our country on the right path? What would the “right path” look like? Read about what might be missing, how long it might take to find our way, and what to do about it in the meantime.

I suspect that the market may be stuck within a volatile trading range for an extended period of time, confounding bulls and bears alike. Read about how to take advantage of the valuation opportunities these market gyrations present.

Every significant change requires a catalyst.  This is certainly applicable when it involves re-energizing the economy.  Read about what we can do as individuals and how the process might unfold collectively.

May 18, 2011

Just Win, Baby

America needs a dose of “Al Davis pragmatism” to continue to lead the global economy.  Read more about the challenges we face as a country and what we can do about it.

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Mike Kayes

Michael Kayes, CFA
President
(704) 766-0590
mike@willingdonwealth.com

Mike brings a 25+ year investment career to Willingdon Wealth Management, with extensive expertise in fundamental analysis and portfolio management. Mike is responsible for developing the overall investment strategy for the firm and is the author of Willingdon Views.

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Recent Views

  • 01/25/12
    President Andy…

    Buried beneath an unrelenting flow of pessimistic prognostications lies an undervalued stock market. Read more for an historical perspective why stocks are statistically cheap.

    Read more...
  • 12/19/11
    A Frost Delay

    As a country, as a society, as a global economy, what progress have we really made? And what are some achievable goals for 2012?

    Read more...
  • 11/22/11
    Reform or die...

    Is the decline of America inevitable? Or can we all work together, make the necessary tough decisions, and solve our structural problems?

    Read more...