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INVESTOR IN THE FAMILY Radio

The average DIY investor has annual returns of 2.9%. Don't be that guy. Learn to invest with Investor in the Family through our community, training, and education. This podcast exists to help you learn to invest. Whether you've been in the market for years or are just beginning to dip your toes in the water. Our show features interviews with seasoned, professional veterans with the goal of providing an enjoyable and tangible learning opportunity for all of our listeners. Seeking Alpha Certified
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Sep 28, 2016

Overview

  • Debate
    • Lots of focus on Trump/Clinton debate
    • Will comments be made that will impact market? (Ex: Clinton and EpiPen)
    • Both candidates likely will put pressure on drug pricing
    • Candidate diverge on healthcare, energy, and taxes
    • Race is essentially tied and first debate will not likely have a major impact
    • Both opposed to TPP
  • Central Banks
    • Overshadowed by election
    • Fed has strongly implied december rate hike
      • Three dissenting members last week
    • Fed lowered target rate projections (as per usual)
    • BOJ left rates unchanged and will target rates at 0% as opposed to negative
    • This all boosted stocks last week, but didn’t really last

http://investorinthefamily.com/

Sep 26, 2016

Doug Eberhardt is the some of a commodities trader and has been working with gold and silver for years. Doug was kind enough to sit down with me and let me pick his brain for a few minutes.

A few highlights:

  • Why he used to bad mouth gold.
  • How we can trace the purchasing power of gold back for 1000s of years.
  • The two failed attempts by the U.S. to print money.
  • Why the financial media doesn't want you to buy gold and silver.
  • What it means to be an intelligent gold bug.
  • Why hyperinflation is not around the corner.
  • Why the dollar is not collapsing.
  • Why Doug is currently dollar bullish.
  • His expectations for a coming deflationary contraction.
  • What to expect from the metals following this contraction.

http://investorinthefamily.com/

Sep 21, 2016

Bret Jensen is back on the show to talk about his overall views on the market and what's getting him excited in the area of insider buying.

A quick overview:

  • What are the chances of a rate hike this week?
  • When should we expect the next rate hike?
  • What's holding the Fed back (hint: ECB and BOJ).
  • What the Fed should have done years ago.
  • What Bret sees as the two most undervalued segments of the market right now.
  • Why he likes housing as an investment.
  • Two housing companies with notable insider buying he sees potential in.
  • Two biotech companies with lots of insider buying and one looking for acquisition opportunities.
  • Tips on how investors can make the most out of insider activity.

I hope you enjoy the interview.

http://investorinthefamily.com/

Sep 20, 2016

Ralph (Shock Exchange) and I sit down to discuss some of his recent work on Valeant Phramaceuticals.

If you're like me, you've heard a lot about Valeant, but may not have a strong understanding of what's going on at the company.

After this interview, you should have a much clearer picture.

A few highlights:

  • What was Valeant's business model and how did it get them into trouble?
  • What's behind the great Valeant implosion over the past year?
  • Who is Philidor and how have they hurt Valeant?
  • Who all is suing Valeant and why?
  • What's up with the Bill Ackman insider trading accusations?
  • What is their present financial outlook (Hint: Yikes)?
  • Is there any good news?
  • The current bull case.
  • What is the company worth, and why?

http://investorinthefamily.com/

Sep 20, 2016

Barrons - Randall Forsyth

  • Undercurrents are driving sudden market movements, but not the ones everyone is blathering about.
  • Fed comments don’t fit the bill for the blame:
    • Short-term treasury yields typically are most sensitive to Fed talk, but they have shown little reaction
    • Fed Gov Lael Brainard reinforced her dovishiness, the opposite of what was expected
  • So, what is behind the fits in the stock market?
    • Unanticipated bounce in yields (little to do with Fed)
    • This is likely linked to expectations related to BOJ meeting this week
    • Another factor is the dramatic tightening of the U.S. presidential polls

http://investorinthefamily.com/

 

Sep 19, 2016

Robert from Double Dividend Stocks and I sit down to learn more about his approach to trading options.

A few highlights:

  • Why October 8, 2008 still haunts him.
  • Started Double Dividend Stocks on March 6, 2009 (Nice timing :)
  • What is the core concept behind Double Dividned Stocks?
  • Is it possible to manufacture a double dividend where it does not already exist?
  • Did you know Warren Buffett is a big options seller?
  • How (and when) to use cash secured puts.
  • How (and when) to use covered calls.
  • What space between strike and price to aim for.
  • When to sell LEAPS.
  • Is it best to buy or sell options?
  • Using options as portfolio insurance.

http://investorinthefamily.com/

Sep 14, 2016

Bret Jensen is back on the show to give us all an update on what is important and newsworthy in the biotech space right now.

Some highlights:

  • The interesting ride in biotech in recent months.
  • What the sector needs in order to move forward.
  • Update on latest biotech and pharma witch hunts.
  • What to expect from the sector after the election.
  • Updates on overall merger and acquisition activity and what to look for.
  • Why Pfizer and Allergan could make some big moves.
  • Why Gilead is under big pressure and what they may do about it.
  • What his two prime targets are for being bought out.
  • Thoughts on what will likely happen regarding a rate hike.
  • The big mistake that so many biotech investors make.

Companies mentioned: Allergan, Sanofi, Acadia, Biogen, Merck, Portola, Mylan

I hope you enjoy the interview.

http://investorinthefamily.com/

 

Sep 12, 2016

Lawrence Fuller has been investing professionally since the early 1990's and has plenty of battle scars from the Tech Bubble. Those scars set him up to whether the Great Recession a bit better and both of these events have him growing increasingly cautious today.

In this interview, we discuss his recent article "Sell Everything!" where he cites the current caution of Jeffrey Gundlach, Bill Gross, Stanley Druckenmiller, Jeremy Grantham, George Soros, and Carl Icahn, to name a few.

A few highlights:

  • Details about his "Tactical Approach" to managing his portfolio.
  • What he has in common with Jeffrey Gundlach.
  • Details about what he likes to call the "Monetary policy of lunacy."
  • The dangers of getting lazy in a market that only goes up.
  • Why it matters that everyone is looking bottom up and not top down in reference to stocks.
  • What it was like to wake up with heart palpitations every Sunday night during the last financial crisis.
  • How no one really knows how markets work today and why should scare us.
  • The danger of assuming "algos" will step in to prevent market crashes.
  • What he would do today if he knew a fiscal black swan event would happen in one year.
  • What he thinks may trigger such an event.
  • Are government bonds the biggest financial bubble in history?

I hope you enjoy the interview.

 http://investorinthefamily.com/

Sep 8, 2016

Brad Kenagy recently wrote an article titled, "Tesla Just Said What!" where he highlighted the following statement in a recent Tesla press release:

"While the P100D Ludicrous is obviously an expensive vehicle, we want to emphasize that every sale helps pay for the smaller and much more affordable Tesla Model 3 that is in development. Without customers willing to buy the expensive Model S and X, we would be unable to fund the smaller, more affordable Model 3 development."

I wanted to follow-up with Brad to learn more about his thesis.

A few hightlights:

  • Will Tesla need to raise more capital via secondary offerings leading to further stock dilution?
  • Does Tesla's current junk bond rating pose significant problems for raising capital?
  • Will Tesla ultimately be able to fund the Model 3?
  • Is the attempted acquisition of SolarCity an act of desperation?
  • Where do both companies presently stand regarding cash flow and profitability?

I hope you enjoy the interview.

http://investorinthefamily.com/

Sep 8, 2016

Mark Hibben joins me to break down yesterday's Apple Event.

A few iPhone 7 highlights:

  • Were there any surprises?
  • How to expect critics to respond.
  • Why Apple has its work cut out for themselves.
  • Why the new Jet Black finish is amazing and disappointing.
  • Are there any noteworthy appearance updates?
  • Headphone upgrades largely as expected, will anyone care?
  • Major improvements to the display, camera, and processor.
  • Early predictions for iPhone 8.

A few Apple Watch highlights:

  • Is Watch the new Apple darling?
  • Faster processor, but no LTE connectivity.
  • What does the new ceramic casing tell us about future products?
  • Will GPS and waterproofing improve adoption?

I hope you enjoy the interview.

http://investorinthefamily.com/

Sep 5, 2016

Jesse Moore is back on the show to share his personal approach to investing.

We talk about how he started about using probability weighted methods for investing in oil wells and went on to highly leveraged tech investing before landing on value investing as his preferred guiding philosophy.

We have a great conversation about weighing the risks of a future market crash and what to do with our portfolios in the meantime.

A few highlights:

  • Why he pulled all his money from the markets and started reading Graham and Buffett.
  • What it means to invest in a story instead of just a stock.
  • We discuss the current opportunity that copper is offering investors.
  • Why he thinks many commodities are poised to face a supply struggle in coming years.
  • How he handles the struggle of finding value in today's markets.
  • Should investors just wait for a stock crash instead of risking capital in overvalued markets?
  • Why he has most of money in cash (except for a high risk copper miner).
  • What his overall investing philosophy is and how it is currently shaping his portfolio.

I hope you enjoy the interview.

http://investorinthefamily.com/

http://onlineinvestingconference.com/

 

 

Sep 2, 2016

Mark Bern is an established Seeking Alpha contributor who wrote a series of articles titled "Earnings Heading in the Wrong Direction."

I've had Mark on the show before and wanted to catch up with to learn more about his thesis.

Essentially, Mark has been looking beyond what companies are reporting to find actual GAAP numbers, then comparing them year-over-year to see what the real trends are.

A few highlights:

  • Are the reports that 60-70% of companies are beating earnings really a well crafted lie?
  • Why most companies no longer report GAAP earnings.
  • How companies earnings compare today compare with a year ago.
  • How much the difference between GAAP and non-GAAP earnings has grown in recent years.
  • How 2015 GAAP numbers compare with 2011 (Hint:Not well).
  • What's driving today's high market valuations.
  • How Mark defines what a quality company is and why it matters in a correction.
  • How he hedges in today's market environment.
  • How 2016 earnings are shaping up compared to 2011.
  • Where he sees strength in today's market.

Companies mentioned: Alcoa (AA), Trinity Industries (TRN), Apple (AAPL), BP (BP), Amgen (AMGN), Boeing (BA), Comcast (CMCSA), and AbbVie (ABBV)

I hope you enjoy the interview.

http://investorinthefamily.com/

http://onlineinvestingconference.com/

 

Sep 1, 2016

Mark Hibben is one of my favorite tech experts when it comes to investing. Especially when it comes to Apple.

In this interview we dive in to the upcoming September 7th Apple event and what we should expect out of the new iPhone 7.

We also spend a few minutes addressing the EU tax decision and whether it really makes any difference to Apple.

A few highlights:

  • Is Apple the bad guy when it comes to the tax decision?
  • Is there any chance Apple will actually ever pay anything as a result of the decision?
  • What changes should we expect in regard to the iPhone 7 case and antennas?
  • What kind of screen upgrade will we most likely see?
  • What big changes are planned regarding the headphone jack and why should anyone care?
  • Thoughts on a late breaking rumor related to the mechanical buttons on the phone?
  • What Apple patents tell us to expect about future iPhone finger print technology.
  • Why a faster processor really matters.
  • How Apple has responded to recent zero day exploits regarding the iPhone.
  • How the iPhone camera will likely be upgraded on the Plus model phone.
  • Should we expect any big surprises?
  • Could Apple have an augmented reality accessory ready to reveal?

Companies mentioned: Qualcomm, LG, Samsung, Facebook

Find more work from Mark on Seeking Alpha.

I hope you enjoy the interview.

http://investorinthefamily.com/

http://onlineinvestingconference.com/

 

Aug 29, 2016

Ian Bezek joins us for the follow-up to his previous interview (An Editor's Pick on Seeking Alpha).

A few highlights:

  • The book that best represents his portfolio strategy.
  • Why 70% price declines in your holdings don't have to be a bad thing.
  • Which company makes up more than 10% of Ian's portfolio and why.
  • Why he doesn't like Gilead and Apple as investments.
  • How Ian uses stock screeners and what specifically he looks for.
  • What specifically he looks for when reading Annual Reports.
  • Why he reads the "Risk Factors" sections first on the 10-K.
  • What tool he uses to study company income statements.
  • What three filters every investment must pass through before he's willing to buy.
  • Parting advice for new (and old) investors.

I hope you enjoy the interview.

http://investorinthefamily.com/

http://onlineinvestingconference.com/

100 Baggers Book

 

Aug 25, 2016

How many investing related emails are in your inbox right now?

How many tabs on your browser do you have opened to an investing article that you really want to read?

I have a subscriptions to the WSJ and as a result have a rain forest worth of paper piled on my office floor. Add to that The Economist and Bloomberg/Businessweek. I subscribe to all these because in my opinion they are some of the best sources of news available. But what's the goal?

Pick something you want to become at as investor or pick a classic investing book that you want to read. Then, actually plan the reading into your schedule. Identify quadrant 3 activities in your day and over rule them with life-giving quadrant 2 activities.

I hope you enjoy the rest of the show.

http://onlineinvestingconference.com/

http://investorinthefamily.com/

Aug 22, 2016

Lynn (aka "Dividend House") has been investing for over 30 years, but more recently began taking a much more hands on approach. In this interview, she dives into all the details of what it means to her to be a Dividend Growth Investor aka "DGI".

  • How she built her investing approach
  • How she went from little investing experience to teacher of others
  • Why Seeking Alpha has such a rich and engaged DGI community
  • How she builds her portfolio like a house (foundation, walls, roof, garden, and even a dog house)
  • Why she holds 65 stocks in her portfolio
  • Her 9-part criteria for selecting investments
  • How dividend stocks are like rental properties
  • Diworsification
  • Wisdom for new investors

http://investorinthefamily.com/

http://onlineinvestingconference.com/

Aug 18, 2016

Jesse Moore comes out of the oil industry (upstream, midstream, and downstream) and brings with it special insights that help him as an investor.

Recently, he wrote about whether Tesla's autonomous vehicle program is a self-defeating business model and I wanted to sit down learn more about his thesis and thoughts.

He also wrote about how the first trillionaire will make their money and how space elevators will help. We talk about that as well.

Some hightlights:

  • Is Tesla's autonomous car program a self-defeating business model?
  • Do we really understand the mechanics of vehicle utilization rates?
  • Google versus Tesla and the safety of autonomous cars.
  • How significant of a role will autonomous vehicles really play?
  • How long will it take for them to take hold (assuming they do)?
  • Why teenagers don't want to drive.
  • What will happen to gas prices if electric vehicles significantly impact oil demand?
  • Does $30 oil make electric cars a losing proposition?
  • How close are we to asteroid mining and why should anyone care?

I hope you enjoy the interview.

http://investorinthefamily.com/

Aug 17, 2016

Dana Blankenhorn has been a tech journalist for forty years and knows the industry well. He recently wrote an article about how Apple (AAPL) surprised investors with their capital outlay and success in cloud computing.

In this interview we discus why cloud matters and how Apple is winning.

Of course, talking to Dana about tech is like opening a fire hydrant (in a good way!). He has so much to share and has a unique ability to express it in understandable and enjoyable ways.

Some highlights:

  • Why everyone expected bad earnings for Apple, and were wrong.
  • What it takes to succeed in cloud and why Apple is doing so well.
  • What Apple needs to do next to stay on top.
  • Is Apple insane to try to build a car?
  • Why cloud is so important and who is dominating the market.
  • Conversely, we discussed who has lost with cloud.
  • We also discuss how the way things change, is changing.
  • Will IBM and General Electric be the next "sexy" stocks?
  • What the "Cancer Moonshot" teaches us about the great public works of the future (and how China is beating the U.S.).
  • How small companies are so good at disruption, but it takes large companies to do great things.

Other stocks discussed: Tesla, General Motors

http://investorinthefamily.com/

I hope you enjoy the interview.

Aug 15, 2016

Joe Springer is a self-taught investor in the line of Joel Greenblatt and Bruce Greenwald. Since he was a kid, he's been fascinated by finance and the stock market.

In today's interview, we discuss the following:

  • How a subscription to "Penny Power" as a kid helped set his course in life.
  • Which resources were most helpful in his stock market training.
  • Why we are not on the cusp of a major market crash.
  • How the market today differs from 2007.
  • In the event of a market correction, how he plans to position his portfolio.
  • Why small caps are his preferred hunting ground and what specifically he looks for when screening for investments.
  • What small cap sectors offer the greatest value right now.
  • How he researches and decides on the companies he ultimately puts in his portfolio.
  • Parting wisdom for self-directed investors managing their own portfolios.

I hope you enjoy today's interview with Joe Springer.

http://investorinthefamily.com/

Aug 12, 2016

Bret Jensen is one of the most brilliant minds regarding biotech investment, and apparently lots of other sectors as you'll see in this interview.

We start the interview with an onslaught of just about every great opportunity Bret sees in the market right now and end up talking about how he'd invest from a desert island.

Some highlights:

  • Bret's overall view of the markets and Central Bank action.
  • How YouTube is beating Netflix.
  • How Gilead is like Apple a few years ago and still a great opportunity.
  • After the success of his Relypsa investment being acquired a few weeks ago, Bret shares what two companies he's looking to for a repeat performance.
  • What he sees as the two best sectors offering value and opportunity in the market right now.
  • Why he's avoiding emerging markets.
  • What he would buy if oil drops below $40 and market volatility returns.
  • Why he thinks typical defensive plays are a bad move.
  • The five companies Bret would want to own if he was stranded on a desert island (I told you we went there).

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http://investorinthefamily.com/

Aug 10, 2016

Mark Hibben is an electrical engineer and independent iOS developer who actively contributes on Seeking Alpha offering insights from his tech background.

In this interview, we dive deeper into a few of his recent articles on Apple and Tesla.

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Aug 8, 2016

Ralph Baker is known on Seeking Alpha as "Shock Exchange," a name he derives from his youth mentorship program that teaches investment management skills and competitive basketball skills.

Ralph started learning to invest in the 5th grade when his dad gave him a copy of the WSJ and started quizzing him on it. Since then, he has spent decades in the M&A space. When it came time to teach his kids about investing, he decided to include the community and his youth program was born.

If Ralph can teach kids to invest (who went on to predict the Great Recession), I'm convinced he can teach us as well.

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http://investorinthefamily.com/

http://seekingalpha.com/author/shock-exchange/articles#view=regular_articles

Aug 5, 2016

I'm looking for around 15 people who would be interested in reading and discussing The Intelligent Investor book by Benjamin Graham together.

Warren Buffett says that it is, "the best book on investing ever written" and it has remained a classic for decades and decades. Any of us would be foolish to not take it seriously.

So, I'm looking for around 15 people who want to take it seriously with me.

If you want to be one of those 15 fill out this application (no cost) and I will get back to you soon.

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http://investorinthefamily.com/

Aug 3, 2016

Shailesh Kumar is the man behind Value Stock Guide where he runs a portfolio that has returned 208% since inception (compared to 122% by the Russell 2000 and 132% by Warren Buffett over the same time period).

Shailesh is one of the best value investors I know and I sat down with him recently to find out where he is looking for value right now.

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Interview highlights:

  • Just because the market is overvalued, doesn't mean there is not value to be found.
  • He shares the two sectors where he believes offer investors the best value right now.
  • The struggle of identifying when a sector has reached it's bottom and what he does instead.
  • The unique way he looks to diversify his portfolio.
  • Why he ignores any talk of a market crash and doesn't care if the market is overvalued.
  • We discuss the investing behaviors that lead to investors losing money even when the market is strong.
  • What resources Shailesh recommends for anyone looking to become a better value investor.

I hope you enjoy this time with Shailesh Kumar.

http://valuestockguide.com/

Aug 1, 2016

David Trainer is, according to his Seeking Alpha bio, "CEO of New Constructs, an independent research firm that leverages proprietary technology to find key insights from the Financial Footnotes of 10Ks and 10Qs."

That may not sound exciting, but once the impact of what this means is realized it quickly becomes a game changing advantage.

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In this interview, we discuss:

  • How the financial numbers that matter are different from the numbers emphasized in company financials and press releases.
  • Why he is so commited to fundamentals, especially in a world of HFT and ZIRP.
  • How the tech bubble impacted his investing approach.
  • The transition in investor mindset and methodology that took place as a result of the tech bubble.
  • How he uses machine learning to analyze thousands of company reports to identify arbitrage opportunities.
  • How he forms his investment models using historical performance and current valuation.
  • Why P/E, P/S, and Pro Forma numbers will lead you astray.
  • What specifically to look for when evaluating corporate governance.

I hope you enjoy the interview.

Links:

https://www.newconstructs.com/

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