Brentview News & Insights

Brentview CIO Jim Boothe Discusses the Airline Industry with U.S. News

  FLYING TODAY IS A different experience than it was just nine months ago. For one, you now have to stand 6 feet – or "one surfboard," if you're in San Diego – apart in the security line, and the only time you can take your mask off while in line is for the security agent to check whether your chin matches your ID.
Read More

Brentview CIO Comments on Long-term Holding Apple

Jim Boothe, chief investment officer of Brentview Investment Management, has held Apple shares since 2012 and said the company’s recent results show it is less dependent on the iPhone for growth. “It has become more of an ecosystem,” he said. “Customers are willing to pay for their quality, premium products.”  
Read More

Brentview CIO Highlights "What to Watch" from Lowe's Earnings

Lowe’s Co Inc (LOW.N) is expected to edge past rival Home Depot (HD.N) with what could be its biggest growth in quarterly same-store sales in at least a decade, benefiting from its exposure to customers ready to splurge on do-it-yourself home renovations.
Read More

Brentview's James Boothe Discusses AT&T in U.S. News

Topic:
AT&T (TICKER: T) and Verizon Communications (VZ) are the two most dominant telecommunications companies in the U.S. Operating in one of the few truly oligopolistic industries in the country, the only other rival even in the same ballpark as AT&T or Verizon is T-Mobile US (TMUS), which had to gobble up Sprint just to approach the scale of these two blue-chip giants.
Read More

Brentview Makes Strategic Equity Investment In Charles Fish

Topic:
Brentview Investment Management, LLC makes strategic equity investment in Charles Fish Investments, Inc.   Brentview Investment Management, LLC has taken an equity stake in Charles Fish Investments, Inc. (CFI). Based in Irvine California and founded in 1984, Charles Fish is an investment advisor focused on active municipal bond management.  CFI has managed tailored municipal bond portfolios for wealthy individuals, foundations, endowments, and financial institutions. Founder, Charles “Skip” Fish will remain with the firm and said “We consider ourselves very fortunate indeed. After an exhaustive 14 month search, we have 
Read More

Q2 2020 Portfolio Commentary

In the second quarter, our strategy underperformed the S&P 500, our primary index, returning 15.87% vs. 20.54% for the index. Year to date, through June 30th, our strategy underperformed the index by 219 basis points, returning -5.27% vs. -3.08% for the index. Ultimately the second quarter was the best performing quarter for the S&P 500 index since 1998 and the best performing second quarter ever since the S&P 500 index was created in 1957.
Read More

Peter McCarthy Joins the Brentview Team

Topic:
In support of our continued growth Peter McCarthy has joined our team as an Operations and Compliance manager working with me here in Chicago. Peter was recently with Wells Fargo Advisors where he was an Administration Manager responsible for supporting the branch management team with daily administrative, operations, and compliance functions.  Prior to Wells Fargo, Peter was a Branch Support Manager and Options Principal at Credit Suisse. His responsibilities included supervising options trading activity, monitoring options exposure, and managing the staff across all supervisory and operational functions.
Read More

Brentview Dividend Growth Added to Envestnet PMC Platform

Legacy dividend growth manager brings an experienced team and strategy from Santa Barbara Asset Management  
Read More

Brentview Dividend Growth Strategy Receives Morningstar's Top Rating

Brentview Investment Management, LLC announced that the Brentview Dividend Growth Strategy received a Morningstar Five-Star Overall Rating. 
Read More

Brentview Featured in U.S. News & World Report

Brentview's President was recently featured in U.S. News & World Report's: The Ultimate Guide to Dividend Stocks  
Read More

This commentary reflects the views of the Brentview Investment Management and is subject to change as market and other conditions warrant. No forecasts are guaranteed. This commentary is provided for informational purposes only and is not an endorsement of any security, sector, or index. The commentary should not be seen as a solicitation or offer to buy or sell any securities. The advisor (Brentview Investment Management, LLC), and their employees and clients, may hold or trade the securities mentioned in this commentary. Diversification does not guarantee a profit or eliminate the risk of a loss.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS.