The Wise Investor Show

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 93:13:30
  • More information

Informações:

Synopsis

In addition to providing perspective on today’s economy, The Wise Investor Show Midweek Update delves into the topics that matter most to achieving long-term financial security. With a deep commitment to value investing, The Wise Investor Group provides the tools listeners need to become better investors, including an understanding of the way the markets move and the ability to analyze stocks and bonds. The hosts straight-talking, common sense approach comes from over 20 years’ experience advising clients in the conservative, long-term growth of their assets. The Wise Investor Group are part of Robert W. Baird & Co. Member SIPC.

Episodes

  • Possible Value in Emerging Markets

    21/12/2016

    On this week’s show, The Wise Investor Group discussed the elevated valuation of the US stock market, the potential to discover value in the emerging markets, and then looks at the quarterly results from Fedex. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • Valuations Determine Future Results

    19/12/2016

    On this week’s show, The Wise Investor Group discussed how if you filter out all the noise, valuations are the determinants of future market returns. Additionally, they discussed how the simple solution is often the best one and that intelligence is not necessarily correlated with investing prowess. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • 3 Reasons Why a Value Investor Might Sell

    14/12/2016

    On this week’s show, The Wise Investor Group discussed the three reasons or scenarios where a value investor might sell stocks. Additionally, they talked about one of the world’s best consumer brands and why it looks like a bargain. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Eric Wightman, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, return, dividend, fixed income, earnings, BRK-B (Berkshire Hathaway Inc. Class B), DIS (Walt Disney Co), PEP (PepsiCo, Inc.) , BBBY (Bed Bath & Beyond Inc.)

  • The Price I Pay- P/E and what does it mean?

    12/12/2016

    On this week’s show, The Wise Investor Group discussed how to determine a P/E, how to utilize it in investing and the importance of the Price to Earnings ratio. Additionally, they discussed ANF, AAPL, ABBV, and PEP Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Eric Wightman, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • Do We Like Barron's Top Ten?

    07/12/2016

    On this week’s show, The Wise Investor Group took a look at Barron's top ten stock picks for 2017 and reviewed a few we own and like as well as one we're sniffing around. Additionally, they talked about some interesting investor studies that teach some good lessons about pitfalls to avoid. The difference in returns between men and women investors is particularly telling. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • The Turtle May Catch the Hare

    05/12/2016

    On this week’s show, The Wise Investor Group talked about the dangers of trying to chase momentum. It's a very tough game to win with any consistency. There is value emerging in the areas that have been left behind. Additionally, shared some observations about the exaggerated moves in healthcare and small caps. Discussed the challenging environment for mall-oriented retailers and made the case for ANF, and updated on the investment case for HBI. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • The Knee -jerk that is the market

    30/11/2016

    On this week’s show, The Wise Investor Group discussed: the knee- jerk reaction in the markets is long term correct. The obvious conclusions are: that growth will accelerate, taxes are going down, interest rates and inflation are going higher, and bonds should be sold. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Eric Wightman, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • Don't Buy the Knee-jerk

    28/11/2016

    On this week’s show, The Wise Investor Group discussed the post-election trading and how there might be more opportunity in what's been left behind than the momentum sectors. Also, discussed the over-exaggerated risk of a bond bear market and how it's likely, if it happens, to be much less severe than a stock bear market. Additionally, they talked about how conditions for emerging markets are challenging, but that there could be opportunity at some point. Highlighted Mexico specifically as a market to watch. As consumer staples sell off, watch Nestle as a potential buy as the valuation is getting more reasonable. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • Your Credit is Worth Protecting!

    23/11/2016

    On this week’s show, The Wise Investor Group discussed several Top Myths that need dispelling: 1) That you should pay off debts and close down all your accounts 2) That you should unequivocally pay off your mortgage 3) That it hurts your credit score to check your credit 4) That your credit will take care of itself Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • How the President - Elect Will Affect the Markets

    21/11/2016

    On this week’s show, The Wise Investor Group discussed: Everyone is curious about how the President -elect will affect the markets. Spent some time on the big picture - specifically the FED, the economic fundamentals and valuations. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Eric Wightman, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • Changes in the Bond Market post-election

    16/11/2016

    On this week’s show, The Wise Investor Group: interest rates have moved quite a bit in the week following the election. What do we know, what's speculation? What risk should we watch? Also, Target announces Q3 earnings! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • Post-Election Lessons, Observations and Expectations

    14/11/2016

    On this week’s show, The Wise Investor Group discussed the post-election reaction from three angles: what did we learn about the limited value of political and, by extension, economic/market forecasting?, 2) How do we make sense out of the tremendous rotation between market sectors this week, 3) Without trying to predict, what are a few potential big-picture outcomes? Additionally, they talked about the selloff in REITs that began last summer and has accelerated recently. Opportunity may be emerging with three names to consider. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • The Morning After The Election

    09/11/2016

    On this week’s show, The Wise Investor Group: Many Americans are surprised by the outcome of last night’s Presidential elections but the real issue for markets is valuation. Thus, being cautious, just plain- makes sense. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Don't let the Election Impact Your Allocation

    07/11/2016

    On this week’s show, The Wise Investor Group: without knowing the outcome of the election or what that outcome will do to the markets, don't make trades based on the election. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Who's Dragging Third Quarter Earnings Higher?

    02/11/2016

    On this week’s show, The Wise Investor Group: what's dragging the SP500, third quarter, earnings higher? It may surprise you but it's the financials. Also, talked about two of the favorite lending stocks Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Eric Wightman, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • Market History Rhymes

    31/10/2016

    On this week’s show, The Wise Investor Group discussed about how history may not repeat, but it can rhyme and it's important to keep a long-term perspective given all the short-term noise. Additionally, they talked about the case for AT&T and Time-Warner as well as some thoughts on proposed merger. Also talked about how sitting in cash and/or short-term bonds might sound safe, but actually works against returns. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • 6 Ways to Pass on Assets at Death

    26/10/2016

    On this week’s show, The Wise Investor Group discussed the 6 ways to pass on assets at death: Will, Titling, Beneficiary Designation, TOD/POD, Trust, and Intestacy. Discussed coordination of Titling, Wills/Trusts, and Beneficiary designations including issues that arise from misunderstanding the interplay of these concepts. Additionally, talked about incorrect beneficiaries designations and negative outcomes as well as specific issues surrounding blended families/second marriages. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • Can't Pay Lip Service to Risk Management

    24/10/2016

    On this week’s show, The Wise Investor Group discussed how studies show investors are expecting outsized, unreasonable market returns, but still want to be conservative. Investors are saying they want risk management, but aren't practicing. This feeds into the active vs. passive management debate and how the latter is by definition a strategy that doesn't take risk into account. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • Why You Would Sell a Great Business & Buy a Bad Business

    19/10/2016

    On this week’s show, The Wise Investor Group talked about the optimistic outlook of BP's CEO, the 3rd quarter earnings from Harley Davidson. Additionally, discussed why they would sell some of their Proctor & Gamble, while considering a purchase of Abercrombie & Fitch. Join The Wise Investor Group each week as we provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

  • Searching for Reasonable Valuations and Cash Flow

    17/10/2016

    On this week’s show, The Wise Investor Group discussed how, even though the broad market hasn't moved much, there's been volatility under the surface. Multiple industry groups have gone through internal bear markets. The most recent one may be unfolding in the defensive sectors with cyclicals looking more attractive. Additionally, they discussed the latest news flow around WFC and supported our buy on USB. Lastly, talked about how investors will reward companies with enough cash flow to cover both dividend growth and share buybacks. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. We manage investments for our clients. We'd be happy to help you plan your investment goals. To reach Simon Hamilton, call 571-203-1600.

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