Donald Jowdy – Smarter Investing

Donald Jowdy

4 posts

Suncoast Equity was founded by Donald Jowdy in 1997. Prior to that , Don was a portfolio manager with Polen Capital. Don has also worked as an equity analyst with 13D Research, Inc., advising institutional clients through an independent investment research organization and as a Senior Associate with Price Waterhouse Coopers.

Why European crisis means little to our trading strategy

Events in Spain or Italy tell us nothing about the long term demand for goods and services from Apple to Varian Medical.

Strategies

Why European crisis means little to our trading strategy

We own businesses that generate excess cash, and this abundance of cash allows our companies to invest.

Strategies

Why cash flow is king in our portfolio

Why we own W.W. Grainger and Abbott Labs

Right now, a disproportionate number of consumer-based companies fit our valuation criteria.

Strategies

Why we own W.W. Grainger and Abbott Labs

Our foremost belief is that over time stock price follows earnings growth.

Strategies