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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A Company Where You Could Still Find Value
20/08/2015On this week’s show, The Wise Investor Group discusses why there's been such volatility in the markets in just the last couple weeks. Additionally, they mentioned EMC and that it has a nice catalyst and a strong margin of safety at this point. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Ways to Reduce Income Tax and be Strategic with Roth IRA Conversions
17/08/2015On this week’s show, The Wise Investor Group discusses how to be strategic with Roth IRA conversions, and offers ideas around ways to reduce your income tax. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Second Looks at Media Stocks and FedEx
12/08/2015On this week’s show, The Wise Investor Group discusses the China Yuan devaluation. They also review the case for FedEx. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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The Tsunami Beneath the Surface
10/08/2015On this week’s show, The Wise Investor Group discusses how the market is weaker than it appears. Additionally, they mentioned that there are opportunities in more cyclical sectors but patience and discipline is warranted. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Dividends for the Long Run
05/08/2015On this week’s show, The Wise Investor Group discusses dividends and what makes up the total return of a stock. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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How to Compete With the Market
03/08/2015On this week’s show, The Wise Investor Group discusses periods of underperformance. Additionally, they discuss ABBV, HOG, FDX, AAPL, AIG, UPS, ABT. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Earnings Reports, Bond Portfolios and a new company we like
29/07/2015We have had a number of earnings reports come out that are worth digging in to a bit deeper and so far they’re looking good. While the Fed is assumed to be pushing towards a rate hike, you might want to take a look at your bond portfolio’s sensitivity to a rate increase. We also discuss a great company with a solid plan for improved margins and the right environment for to thrive. Join, The Wise Investor Group, each week as they provide current market commentary, and delve into timely investment topics.
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Watch Out for Narrowing Market Breadth
27/07/2015This week we discuss how herd behavior can create market risks in large cap technology and healthcare companies. We also discuss current topics in gold and throw out a couple of mining stocks for speculators. We’ll briefly discuss GE, AAPL, and HOG. Join the Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Harley and Apple earnings releases
23/07/2015The Wise Investor Group discusses recent earnings releases from Harley Davidson and Apple. We dive into the numbers for Harley and Apple and share our notes from the analyst calls. Join, The Wise Investor Group each week, as they provide current market commentary and delve into timely investment topics.
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Searching for Value in the Insurance Industry
22/07/2015On this week’s show, The Wise Investor Group reviews the insurance sector, discussing where to find value, the impact of interest rates in the industry and an overview of the fundamentals. They also discuss the recent developments regarding the Iran Nuclear Deal and its potential impact on the oil and energy industry. Join, The Wise Investor Group each week, as they provide current market commentary and delve into timely investment topics.
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A Sneak Peak From the "Wish List"
15/07/2015On this week’s show, The Wise Investor Group discuss what to expect in upcoming earnings season in terms of expectations. Additionally, they discuss lack of breadth in the market and how growth is outperforming value. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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China and Greece: What Should We Be Paying Attention to?
13/07/2015On this week’s show, The Wise Investor Group discuss recent events in and around Greece and China and what is noise vs. real economic impact. Additionally, they discuss five reasons for recent oil price decline. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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What’s in a PE?
08/07/2015On this week’s show, The Wise Investor Group discuss the composition of a P/E multiple and why it's important. Additionally, they discuss Harley - Davidson, Apple and AbbVie. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Value in a Highly Valued Arena
06/07/2015On this week’s show, The Wise Investor Group discuss the lack of safety that bonds have historically had. Stocks have been in a historic bull market over the last 7 years but bonds too have been in a bull market for the past 30 years. Additionally, they discuss the energy sector 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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Unequal Does Not Necessarily Mean Unfair
01/07/2015On this week’s show, The Wise Investor Group discuss how do parents distribute their assets to their children who may have very different financial circumstances: evenly across the board or according to each child's need? Additionally, they discuss what the local estate planning attorneys see in their practice when it comes to parents of children with different sets of financial means and needs. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Apple: a Victim of the Law of Large Numbers?
29/06/2015On this week’s show, The Wise Investor Group discuss how Apple has become ironically almost overlooked, and investors doubt sustainability of growth starting with Iphone sales and skepticism over Iwatch. Additionally, they discuss Oracle and Cisco. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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Easy Ways to be Charitable
24/06/2015On this week’s show, The Wise Investor Group discuss ways to give to charity: write a check, donate property, donate appreciated securities, charitable reminder trusts, donor advised funds, and etc. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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The Fed and Greece: What's the Latest With the Twin Media Stars?
22/06/2015On this week’s show, The Wise Investor Group discuss latest updates with Fed and Greece, three Greek red flags that if all present would signal danger for stocks. Additionally, they discuss some sectors that look attractive: energy, transports and financials although patience is warranted. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
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How to Stay on Track - Have a Plan
18/06/2015On this week’s show, The Wise Investor Group discuss how having a plan will help to stay on track. Additionally, they discuss DALBAR survey numbers. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.