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
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Future Earnings Drive the Markets When Rates are Low.
03/08/2016On this week’s show, The Wise Investor Group: while we love a growing dividend, low interest rates also drive the markets higher by making future earnings even more valuable today. A review of second quarter earnings from P&G. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Are Defensive Stocks Still Defensive?
01/08/2016On this week’s show, The Wise Investor Group discussed how defensive stocks may not be defensive. Utilities and staples both screen as very expensive relative to lowered yields and slow growth. Healthcare may be a better bet. Additionally, they updated the outlook for Harley-Davidson and Apple following their earnings releases. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Earnings
27/07/2016On this week’s show, The Wise Investor Group discussed GE (General Electrics) and AAPL (Apple Inc.) earnings.* Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. *GE (General Electric) and AAPL (Apple Inc.). Robert W. Baird & Co. Incorporated makes a market in the securities of these companies
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Ways to Invest in a Tax-Free Manner
25/07/2016On this week’s show, The Wise Investor Group shares ideas on ways to invest in tax – free accounts to help you further along with your financial goals. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Consistency, Quality and Diversification
20/07/2016On this week’s show, The Wise Investor Group discussed: Brand loyalty, shareholder loyalty and diversity are great qualities to look for in a core company for your portfolio. Two companies that consistently perform on those metrics are core holdings of ours. But don't forget you can sometimes find value in a company that has been shunned so a possible diamond in the rough. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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The Process is More Important than the Outcome
18/07/2016On this week’s show, The Wise Investor Group discussed: In today’s difficult environment investors need to keep in mind that the only things they can really control is their investment philosophy and the investment process. Additionally, this week’s co-host Chase Hinderstein talked about the energy sector. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Banking on Returns?
13/07/2016On this week’s show, The Wise Investor Group discussed how the financials as a group are cheap and aren't getting enough credit for balance sheet strength. Although they may trade lower as analysts roll down estimates in face of lower rates, the time to buy may be soon with the bear case widely known. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Optimists Aren't So Dumb!
11/07/2016On this week’s show, The Wise Investor Group discussed Brexit and impact here in U.S. Additionally, discussed rationale for recent purchases of Hanesbrands and Target. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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The 4th of July Fireworks Came a Little Early
06/07/2016On this week’s show, The Wise Investor Group discussed why both Harley-Davidson and Hanesbrands experienced big moves at the end of last week. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Our Core Philosophy- Being a value investor
05/07/2016Repeat (05/08/16) Our Core Philosphy- Being a value investor. We share what things you should be doing as well as the things you shouldn't be doing. It's criticial that you have an investment philosphy that you believe in.
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What the Brexit Means for the US Markets
29/06/2016On this week’s show, The Wise Investor Group discussed the impact the Brexit vote is expected to have on the economies of Britain, Europe and the rest of the world. As well as how will this impact the earnings of companies in the US and what should you do in the portfolio. Additionally, they talked about the investment implications of renewed dollar strength, including a better environment for financials vs. oil/commodities. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Let's Get Our Buys Together
27/06/2016On this week’s Wise Investor Show: First, look at the companies you want to own. Identify the sectors that are likely to become attractive. Determine the valuation you feel gives you a margin of safety with potential upside, and don't forget the dividend yield with a focus on its payout ratio. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Is Stock Dividend Growth Still Healthy?
22/06/2016On this week’s show, The Wise Investor Group discussed the outperformance of the highest dividend paying stocks, but looked at the concurrent slowing of dividend growth. Additionally, they talked about rising payout ratios and how the golden era of dividend growth may be over, also discussed Oracle's earnings and how it's still a buy in the high-thirties. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Exercise Discretion with Consumer Discretionary Stocks
20/06/2016On this week’s show, The Wise Investor Group talked about the current landscape and how low bond yields are correlating with lower stock prices. Additionally, they looked at the Consumer Discretionary space and sub-sectors that offer both risk and reward. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Let's Run to Target
15/06/2016On this week’s show, The Wise Investor Group discussed: big box retailing appears interesting after three long years of deflation rocking the sector maybe the worst is over and these businesses may be worth a look. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Focusing on the Fundamentals and an Update on Healthcare
13/06/2016On this week’s show, The Wise Investor Group discussed the Healthcare stocks mentioned at this year’s annual seminar: Abbvie, Johnson and Johnson and Merck. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Estate Planning
08/06/2016On this week’s show, The Wise Investor Group discussed the steps to do before meeting with your estate planning attorney. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Is the Crash Coming?
06/06/2016On this week’s show, The Wise Investor Group discussed how we keep reading about a pending market crash, but what does that actually mean? What does the historical precedent suggest about necessary conditions for a crash and are they present today? Additionally, they talked about how both politics and economics are local and how people can have different perspectives on the economy without being wrong. Lastly, made a brief case for Apple and how some of their future innovation and opportunities are underappreciated. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Debt = Leverage, Margin, Bonds, Mortgage
01/06/2016On this week’s Wise Investor Show: Welcome June! Kids are graduating; decisions are being made on how to pay for college. Mortgages, equity lines, college loans and more! Let's not jeopardize your future by leveraging your resources too much. Also, briefly talked about Medicare. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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The Perils of Apparel
31/05/2016On this week’s show, The Wise Investor Group discussed the latest trends in earnings, valuations and rates/Fed policy: the 3 factors most determining of market outcomes. Additionally, they talked about why retail stocks, particularly apparel retailers, have been sliding and what areas are still worth considering for investment. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.