A White Paper Specifically Presented to Investors Challenged with the Task of Identifying Shareholder Value.

1. Are You Capable of Delivering a Vision for Finance?

2. Are You Credible in Interfacing with the Financial Community?

3. Are You Experienced in Collaborating With and Counselling the Executive Team?

4. Are You Knowledgeable in Analyzing Mergers, Acquisitions, & Divestitures?

5. Are You an Outstanding Strategic Thinker with Well Developed Financial Management Skills?

6. Are You Capable of Framing, Restructuring, Right-Sizing, and Adopting Other Risk Control Strategies?

7. Are You Accomplished in Establishing Financial Organization and Structure?

8. Are You Effective at Reshaping the Business from a Value Perspective?

9. What is in a Point of View?

Editorial Remarks

It's a brand new ball game for your investment portfolio and no securities analyst knows exactly how it will be played out. One thing is for certain. Investors today are now focused where they should have been all along - on earnings.

The reality about the value of a company's intellectual property, competitive advantage, or otherwise good performance means very little during extremely over-bought or over-sold market conditions. That value is framed entirely by shareholder perception. And when perception changes, the market direction and the value of your portfolio can turn on a dime. The question many are asking these days is "When will that occur?"

While there is simply no point in fretting over things you cannot control, there are alternatives to using belts and suspenders in developing a floor under your investments. Your goals, analytic ability, and tolerance for risk are all included under the critical "Mission Control" umbrella that determines your relative success. Assembling the team you require to execute in these areas will be pivotal in your ability to out-perform the market in the future.

This White Paper reflects some of the mission critical skills that I believe must be present in order to successfully build shareholder value. Coincidently, they also reflect the skills and understanding that I have developed during the course of my career as a CFO.

If the material is thought-provoking or helps you address issues in your own investment portfolio, then I am grateful you took the time to read what I had to say. I hope you found it enjoyable.

Next Page >

Securities offered through Cantella & Co. Inc. Member FINRA, SIPC Helping Investors since 1952 www.finra.org
Steve Mazda is a registered securities representative in the following states:
AZ, CA, D.C., DE, FL, GA, HI, IL, IN, IN, MA, MD, MI, NC, NJ, NY, OH, PA, TN, TX, UT, VA