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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Time to Bite the Apple
28/10/2015On this week’s show, The Wise Investor Group discussed Apple earnings. Additionally, they mentioned Nike Inc., Coach Inc, Gap Inc., as well as how to determine what is truly happening in China and how that is going to impact the rest of the world Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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High on the HOG (and other tales)
26/10/2015On this week’s show, The Wise Investor Group discussed how the market has surged, but how one has to be careful. Potentially contracting earnings, PE ratios and revenue growth significantly reduce the margin of safety. Have to be selective and find stocks where risks are adequately discounted. Additionally, they discussed rationale for buying more HOG, earnings reports from DFS, PG and NLSN. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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You MIGHT be a candidate for a Roth IRA conversion IF…
22/10/2015Not everyone is or should be a candidate for a Roth IRA conversion. But it could be a huge difference maker in your retirement to find out IF you should be talking to your advisor about a Roth IRA conversion. Here are some of the conditions you might be experiencing that present an opportunity for you to discuss the idea of the Roth IRA conversion further.
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The Resurgence of Value
19/10/2015On this week’s show, The Wise Investor Group discussed growth and that it has outperformed value over the last 5 years but all indications are that value will re-emerge and continue its long history of outperforming. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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The Truth is in the Margins!
14/10/2015On this week’s show, The Wise Investor Group discussed some of the current economic and corporate fundamental backdrop, specifically slippage in company profit margins. Additionally, they mentioned PepsiCo and General Electric. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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The Silver Generation and the Millennials
12/10/2015On this week’s show, The Wise Investor Group discussed how the Silver Generation will be growing at a rapid pace over the next couple decades, and what to own to benefit from what they are going to need. Additionally, they discussed companies to watch that are already and will continue to benefit from the aging population. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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8 Ways that Value Investors are Different
07/10/2015On this week’s show, The Wise Investor Group discussed how value investors are different from momentum investors. Additionally, they discussed the market movements over the past few weeks and what you might want to consider going forward. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Everyone Has Umbrellas, Must It Be Raining?
05/10/2015On this week’s show, The Wise Investor Group discussed the lay of the land: what happened during the quarter as well what we might expect. Additionally, they mentioned some misconceptions about investing worth revisiting, and briefly discussed BWA in wake of Volkswagen fallout. 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 YOUR goals?
30/09/2015On this week’s show, The Wise Investor Group talk about why don't investors achieve their goals? Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Confusing an Up Market with Brilliance: a Cautionary Tale
28/09/2015On this week’s show, The Wise Investor Group discussed the current landscape including why the Fed didn't raise rates. Might we be evolving to a market where we care more about fundamentals? Additionally, they talked about first level vs. second level thinking: the difference between herdlike, superficial work and probing analysis. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Answer These Two Questions Before Investing
23/09/2015On this week’s show, The Wise Investor Group discussed two questions to ask before investing. Additionally, they discussed that investors should focus less on what and when the Fed will raise interest rates and focus more on earnings growth or the lack thereof. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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The Market's Gone Mad...Let's Cherry Pick Some Opportunities
21/09/2015On this week’s show, The Wise Investor Group discussed three companies that benefit from the rise of these categories: education advancement (tech), ever-changing environment (health), and Financial. Additionally, they mentioned the Fed and how the markets have responded to it. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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This Doesn't Smell Like 2008
16/09/2015On this week’s show, The Wise Investor Group discussed a few of the reasons this period isn't reminiscent of 2008. Additionally, they discussed Apple's new lease program, and mentioned the case for Procter & Gamble Co. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Monetary Policy isn't as Important as Earnings Growth
14/09/2015On this week’s show, The Wise Investor Group discussed how weak credit growth has limited companies’ ability to grow and with margins near a peak earnings will be challenged. Additionally, they mentioned Apple Inc., Walt Disney and Co, Cisco Systems, Procter & Gamble Co. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Market Volatility Providing Us with Opportunities
09/09/2015The case for stocks rest more on a comparison of relative rather than absolute returns against a back drop of unusually low interest rates so, more than ever you want to focus on financially strong companies that pay a reliable and increasing dividend. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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You're Entitled to Your Own Opinion, Not Your Own Facts
08/09/2015On this week’s show, The Wise Investor Group discussed market environment and how the late nineties Asian crisis looks similar. Additionally, they discussed Walt Disney Company and EMC Corporation. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Two Unknowable Elements of a Financial Plan
02/09/2015When you develop a financial plan, most of the elements that go into a financial plan are complete unknowns. Guesses. Conjecture. But if you look at the elements in certain ways, you can glean information out of them, though they, by all rights, should otherwise be complete unknowns. Today Greg Smith discussed how to view the inflation rate in a financial plan, and how to view the rate of return number to make sure you're getting more meaning and purpose out of your financial plan.
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Focus on the core
31/08/2015On this week’s show, The Wise Investor Group discusses four basic concepts for successful investing. Additionally, they mention five core stocks: PepsiCo, General Electric, Berkshire Hathaway, Wells Fargo & Co, and Johnson & Johnson. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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The Market Finally Reached Correction Territory
26/08/2015On this week’s show, The Wise Investor Group discussed how the markets finally reached the correction. Additionally, they mentioned Walt Disney, Berkshire Hathaway, PepsiCo and Wells Fargo & Co. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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When the Levee Breaks
24/08/2015On this week’s show, The Wise Investor Group discussed China slow down and Yuan devaluation and who is at risk from that the most and, specifically, impacts on emerging markets and US. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.