Brentview News & Insights

“Investor sentiment changes,” said Hai Vu, portfolio manager for Brentview Investment Management. “That’s the one factor you can’t always capture in all these quantitative measures.”

“It’s pretty hard to poke a hole in this earnings report,” says Jim Boothe, CIO at Brentview Investment Management, a dividend-growth investor. “The weak area, [DirecTV,] even did better than expected. The wireless business was very strong, it had more than 1 million adds. If anything, this earnings report shows the sustainability of the dividend, which had a lot of investors concerned.”

The third quarter of 2020 was a strong quarter with the S&P 500 up 8.5%. While the quarter began with a bang, it seemed to end with a whimper as the month of September sold off by 3.9%. Despite the September weakness, the Nasdaq Composite was still able to post an 11% appreciation for the third quarter.

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.

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.”

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.

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.

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

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.

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.