Jim Pearce began his career as a stockbroker in 1983 and over the years has managed client investment portfolios for major banks, brokerage firms, and investment advisors. Jim has a BA in Business Management from The College of William & Mary and earned the CFP designation from the College for Financial Planning in 1999..
Two years ago, Walgreens Boots Alliance (WBA) had lost more than a third of its value as the company struggled to digest the purchase of nearly 2,000 Rite Aid stores, recalls Jim Pearce, editor of Investing Daily's Personal Finance.
Since adding telecom giant AT&T (T) to our Income Portfolio in 2014, it has steadily paid out high dividends like clockwork. However, its share price gradually diminished as the company took on debt to finance expensive acquisitions, observes Jim Pearce, chief investment strategist at Investing Daily's Personal Finance.
Extra Space Storage (EXR) — a holding in our model Income Portfolio — owns only self-storage facilities. At the end of last year, its portfolio consisted of nearly 2,000 properties comprising roughly 150 million square feet throughout the U.S., notes Jim Pearce, chief investment strategist for Investing Daily's flagship newsletter, Personal Finance.
Chevron (CVX) — a holding in our Income Portfolio — recently reported Q4 result; at first glance, the results appear to be a major disappointment, explains Jim Pearce, growth and income expert and editor of Investing Daily's flagship advisory service, Personal Finance.