Dan Stewart

CFA®
Personal Finance, Retirement, Investing
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“With 24 years of experience in the financial services industry, Daniel Stewart helps his clients achieve their investment goals by providing actionable, non-biased research and advisory services.”
Firm:

Revere Asset Management

Job Title:

President & CIO

Biography:

Have our short Daily Market Video http://noramassetmanagement.com/newsletter/ sent directly to your inbox.  I promise we will not spam or solicit you in any way.  It is for educational purposes & my two collegues - Chief Strategist Tim Reazor and Portfolio Manager Don Vandenbord - alternate sharing our research.

Daniel Stewart is President & CIO of Revere Asset Management and has been providing financial services and portfolio management for over twenty years.  Revere Asset is a Fee Based RIA which Always Acts as a Fiduciary in the Best Interest of its Clients.  Prior to joining Revere Asset Management, Dan advised on investment portfolios exceeding $200M. He is also well versed in comprehensive planning including corporate, individual, and estate planning.

Dan joined the NorAm Capital team in 2010 to create and manage their Private Wealth Management firm. This eventually led Dan to buy the business and rename it Revere Asset Management. He graduated from The University of Texas at San Antonio with concentrations in Finance and Accounting. Dan has passed the CPA Examination on the first attempt and subsequently earned his CFA® Charter (Chartered Financial Analyst).

Dan, a native of San Antonio, Texas, is married with 3 children. Dan played NCAA tennis on a full scholarship at Vanderbilt University. He played professional tennis on the United States and European circuit and was then the Head Tennis Professional at both the Retama Polo & Tennis Club and Thousand Oaks Indoor/Outdoor Racquet Club, in San Antonio, Texas.  

Education:

Chartered Financial Analyst (CFA®), BBA in Accounting

Assets Under Management:

$38 million

Fee Structure:

Fee Based Only - Fiduciary with No Conflicts of Interest

CRD Number:

2649504

Insurance License:

#Yes Primarily Term

Disclaimer:

No information presented constitutes a recommendation by Revere Asset Management, to buy, sell or hold any security, financial product or instrument discussed therein or to engage in any specific investment strategy. The content neither is, nor should be construed as, an offer, or a solicitation of an offer, to buy, sell, or hold any securities by Revere Asset Management. Revere Asset Management does not offer or provide any opinion regarding the nature, potential, value, suitability or profitability of any particular investment or investment strategy, and you are fully responsible for any investment decisions you make. Such decisions should be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance and liquidity needs.

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March 2017
    401(k), IRAs, Retirement Savings
February 2017
July 2017
May 2017
May 2018

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    Investing, Stocks
What are the steps to take when analyzing the growth and value of stocks?

Metrics can vary especially depending upon whether you are "value" investing or "growth" investing and the industry itself.  With capital intensive industries, the balance sheet becomes more important than an industry that is not capital intensive.  Many growth stocks may not be profitable in their earlier stages but are stealing market share from competitors. Then they become profitable while there growth rate remains strong. Amazon is a perfect example.  As they mature, their rate of growth slows but they are still growing and highly profitable.  Apple is most likely at this stage.  Finally as they mature, their dividends become more important relative to reinvestment plans. 

But if you are looking for safety in, I like price to free cash flow.  This is because P/E can be much more easily manipulate due to many non-cash items/expenses like depreciation, amortization, or one-time items etc...  Cash flow is much more difficult to "fudge."  Now early growth stocks will not have free cash flow and may still be raising large amounts of money.  Tesla would be a perfect example of this.  Tesla is more speculative than Amazon which is more speculative than Apple. You can make money in any of these stocks if you know how to manage risks.  Tesla would be a tactical (short term) investment while Apple could be either tactical or strategic (long term).

If you really want to understand fundamental analysis, you need to understand the relationship between the Income Statement & Balance Sheet, and how the balance sheet items are carried over to the income statement.  Read any of the books by David Dodd or Benjamin Graham (Buffet's college professor & mentor).  Their books have stood the test of time and are excellent.  Then read How to Make Money in Stocks by William "Bill" O'Neil, founder of Investor's Business Daily (IBD).  He combines technical analysis with the fundamental.

Hope this helps and best of luck, Dan Stewart CFA®

6 days ago
    Retirement, IRAs
Can I open a spousal IRA or Roth IRA if my spouse is retired and over 70.5 years old and I make sufficient income from active working to do so?
6 days ago
    Career / Compensation, Retirement, Retirement Savings, 401(k), Women & Money
As a 58-year-old woman who needs to save for retirement, what is the best way to save?
6 days ago
    Retirement, Social Security, Taxes
Does the IRS call you and accuse you of fraud and ask you for money?
2 weeks ago
    Retirement, Investing, IRAs, Taxes
Should I cash out my IRA to buy investment property?
2 weeks ago