Based in New York City, Toby Mitchell serves as Vice President/Investments with Stifel’s CR Wealth Management Group and provides experienced financial guidance in an effort to enable his clients to prudently grow and protect their assets. One distinct value-added aspect of Toby Mitchell’s services is a quarterly measurement and evaluation of progress.
The importance of these reports, when taken in tandem with company-issued reports on specific equities, increases over time because they provide a point of comparison and include details related to management and asset performance.
Among the important concepts to make note of regarding specific stocks is earnings per share (EPS). It is critical to determine whether EPS and sales correlate to consensus estimates among Wall Street analysts who cover the company. The relation between actual results and investor expectations helps determine equity performance in the short term.
As a way of assessing management guidance and the quality of the stock given specific economic trends, Toby recommends his clients’ pay attention to a company’s own forecasts and the actual results from quarter to quarter. If certain equities or asset classes consistently fail to meet objectives, it might be beneficial to consult an experienced financial advisor to possibly rebalance the portfolio.
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