Mark Roberts talks about his bottom-up money management firm. Mr. Roberts primarily uses value stocks, but also invests in growth at a reasonable price. His philosophy is centered around treating each client as an individual. At the present time, Mr. Roberts is recommending that investors keep things short term in the bond market. He also says that dividend-paying stocks make sense for a retiree. He talks about specific stocks and the positive characteristics behind them.
Full interview available here.
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