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Peninsula Asset Management screens companies proposed for investment using fundamental and quantitative analysis. We evaluate them according to their growth, profitability, and value characteristics based on measures, including revenues, earnings, cash flow, dividend payout and return on equity. These are standard yardsticks used to measure stocks. We look carefully at each company’s business, its history and its industry, in an effort to assess the company’s prospects for growth.
Peninsula Asset Management recognizes that all stocks, including those of high-quality companies, go through cycles that include periods of relative weakness. These periods may be viewed as buying opportunities rather than selling triggers.
There are four cases where we may sell a stock in client portfolios:
Peninsula Asset Management actively reviews and rebalances client portfolios as necessary to ensure that we have closely monitored portfolios to offer our clients. New ideas are added while we prune old ideas that may no longer be working. Client contact and subsequent adjustments based upon changes in individual client circumstances completes the investment process feedback loop.
For more information, or to schedule a consultation, call us today at 941-748-8680.