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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Interest Rates Go Up and Financials Go Up
25/05/2016On this week’s show, The Wise Investor Group discussed interest rates, Wells Fargo & Co., and US Bank. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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What About My Bonds?
23/05/2016On this week’s show, The Wise Investor Group discussed high quality bonds and if you should own them. Additionally, they talked about Cisco Systems, Johnson & Johnson, and Fluor. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Time to Holler About the Dollar?
19/05/2016On this week’s show, The Wise Investor Group discussed how the weakness in the U.S. dollar that has helped to drive the market's recovery since early February may not be sustainable. Additionally, they talked about the investment implications of renewed dollar strength, including a better environment for financials vs. oil/commodities.
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8 Portfolio Mistakes You Don't Want to Make!
16/05/2016On this week’s show, The Wise Investor Group discussed 8 portfolio mistakes. Additionally, they briefly talked a little bit about market history and low losses are an inevitable part of every cycle - the market spends most of the time below its highs. Reviewed Disney's quarter and made the case for it to remain as a hold for patient investors. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Will My Kids Get to See Disneyland?
11/05/2016The answer seems to be yes even though they didn't meet everyone's expectations. Sometimes you find an opportunity when everyone else is disappointed. If you don't own Walt Disney Co. then you may have a chance to start buying it. 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
09/05/2016On this week’s show, Our Core Philosophy- Being a value investor. We share which things you should be doing as well as the things you shouldn't be doing. It's critical that you have an investment philosophy that you believe in. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. ***No stocks discussed.
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Earnings Season and a Review of the Energy Sector.
04/05/2016On this week’s show, The Wise Investor Group reviewed the earnings of HanesBrands and T Rowe Price, while taking a look at what's happening with oil prices and 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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2016 Retirement Confidence Survey Takeaways
02/05/2016On this week’s show, The Wise Investor Group discussed observations and takeaways from the 2016 Retirement Confidence Survey. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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The Ramifications to Your Retirement Situation
27/04/2016On this week’s show, The Wise Investor Group discussed three things you should be doing to protect your portfolio as well as some things you shouldn't be doing. Additionally, they briefly talked about two core holdings as well as one you might want to research for yourself. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Lazy Investors Make the Worst Investors!
25/04/2016On this week’s show, The Wise Investor Group discussed how buying into superficial headlines and analyst ratings as well as being impatient almost always lead to subpar returns over time. Additionally, they talked about the current market climate and how we should still be wary in the face of stretched multiples, declining cash flow and reduced share buybacks. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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What Are Earnings Telling Us about the Economy?
20/04/2016Globally the multinationals felt the burn of currency and economic concerns across China, Russia and South America. Might be time to look abroad while consumers are feeling better about spending here in the US. Some positives coming out of consumer spending but still concerns regarding recreational bikes. Do we have an opportunity for an inexpensive company in this relatively expensive market? Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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It's That Time of the Year
18/04/2016On this week’s show, The Wise Investor Group discussed earnings season and what to expect. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Bite the Big Apple
13/04/2016On this week’s show, The Wise Investor Group discussed Apple and why it's long-term value is underappreciated. Focused on the service side of their business which is growing and could lead to a higher valuation multiple. Additionally, they examined what the weight of the evidence suggests about the current market climate. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Contrarian Antennae Are Up
11/04/2016On this week’s show, The Wise Investor Group discussed how there've been several noticeable contrarian moves: the dollar, gold, bonds and emerging markets. Talked about the backdrop for the media stocks and highlighted Time Warner as attractive given high growth rate and low valuation. Additionally, they briefly talked about what happened in the 1st quarter including outperformance of value. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Stuck in a Rut
06/04/2016On this week’s show, The Wise Investor Group discuss interest rates and earnings. Whatever the current daily outlook on these two is where the market headed. Additionally, they discuss newest addition to the portfolio - USB Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Answering Your Questions
04/04/2016On this week’s show, The Wise Investor Group answer listeners questions regarding specific companies as well as dissected the terribly erratic first quarter. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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7 Deadly Investment Sins and Other Tales
30/03/2016On this week’s show, The Wise Investor Group discuss the seven deadly sins as they relate to investing. Additionally, they discuss the market landscape including some encouraging trends in the dollar and transportation stocks. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Focus on Your Purpose So You Don't Get Sideswiped by the Obstacles
28/03/2016Hindsight is a great tool to remind us what obstacles we get hung up on when investing. We control the majority of our investing outcomes by staying the course when everything is in question. Remember that because you will be tested again and again Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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The Bull Became a Bear Which Turned into a Bull, so Focus on Fundis
23/03/2016The first quarter saw the markets correct for the 2nd time in 6 months, then once again recovering very quickly. Rarely has the market been down 10% in a year to finish back positive, 8 times so far in 90 years. So, you must stop guessing what comes next. Take comfort in understanding the fundamentals of what you own, and get rid of the bits you don't understand. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Investing Out of Consensus?
21/03/2016On this week’s show, The Wise Investor Group discuss Ibbotson charts and how it's instructive to look at what sectors and asset classes have done well or lagged in previous years. Additionally, they discuss what the European Central Bank is doing as well as Oracle and Fed-ex earnings. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.