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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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Now displaying: November, 2016
Nov 9, 2016

AT&T is buying TimeWarner, we think. Should T shareholders celebrate or fear this deal? What are the chances of the deal making it past regulators and becoming a reality?

I sit down with Adam, the Dividend Sensei to discuss more.

A quick overview:

  • How much debt will the Time Warner deal add to AT&T?
  • Will this debt load, in addition to DirectTV debt be manageable?
  • How will the acquisition impact future free cash flow for AT&T?
  • What new markets is AT&T expanding into?
  • What does all this mean for the future of AT&T's dividend?
  • Will this solve AT&T's "dumb pipe" problem?
  • Will this make AT&T the new king of content?
  • Did AT&T structure the deal to offer best value for shareholders?
  • And more...

Companies Mentioned: AT&T (T), Verizon (VZ), Time Warner (TWX)

Nov 9, 2016

Everybody hates MCD. Well, maybe not. The company has faced stiff competition and hit some road bumps but appears to be back on its feet. How hopeful should shareholders be in the future of MCD?

I sit down with Adam, the Dividend Sensei to discuss more.

A quick overview:

  • What obstacles is McDonalds facing?
  • Is MCD managment up to the challenge?
  • What strategy should investors take toward MCD?
  • What challenges is MCD facing internationally?
  • How well have new MCD initatives helped to overcome these challenges?
  • What does the future look like for MCD?

Companies Mentioned: McDonalds (MCD)

Nov 9, 2016

Wells Fargo blew it. Big time. Then why don’t investors seem to care? Join us as we take a deep dive into WFC to understand what actually happened and what investors should expect going forward.

I sit down with Adam, the Dividend Sensei to discuss more.

A quick overview:

  • The historical reputation of Wells.
  • Why this scandal is a big deal.
  • Why this is embarrassing for Warren Buffett.
  • How widespread is the scandal?
  • What is Wells doing about it?
  • When will investors know the true impact?

Companies Mentioned: Wells Fargo (WFC)

Nov 9, 2016

Does Ford have the greatest company management on the planet? You might think so after today’s show. Leadership is a big deal to me, I’ve seen it make or break companies over and over.

After hearing what Ford’s leadership has accomplished, their vision for the future, and the valuation prospects for the company, my mouth almost started watering (figuratively speaking, of course).

A few highlights:

  • How badly Ford and GM screwed up in the 2000s.
  • How Ford and GM re-established themselves.
  • Why Ford and GM stocks have been flat.
  • What investors are really worried about.
  • The future at Ford and GM see it.
  • How Ford and GM will confront autonomous vehicles.
  • Just how big is the margin of safety for Ford and GM at current prices?

Companies Mentioned: GM (GM), Ford (F), Nissan (NSANY), Tesla (TSLA), Uber (UBER), Lyft (LYFT)

Nov 8, 2016

Wells Fargo has been in the news for all the wrong reasons over the past month.

It's no secret that Warren Buffett is a major shareholder in Wells Fargo, how will he respond to the recent developments? Should other investors follow suit?

I sit down with seasoned banker Rick Parsons to learn more.

A quick overview:

  • Why Buffett originally bought Wells back in the late 1980s.
  • Why he sold in the late 1990s and bought again in early 2000s.
  • How he made a bad move with Wells in 2007.
  • What he will likely do with his Wells position going forward.
  • A simple measure to guide investors as to when it's a good time to buy bank shares.
  • How the banking climate has changed.
  • Why an increase in interest rates won't help banks like so many people expect.
  • What banks will benefit from rising rates.
  • What Rick's favorite banks are right now.

Companies Mentioned: Wells Fargo (WFC), Berkshire (BRK.B), PNC (PNC), Huntington (HBAN), Bancorp (FITB), Chase (JPM), Comerica (CMA)

I hope you enjoy the interview.

Nov 2, 2016

Just how long is Elon Musk's runway? Tesla continues to race against time and the attempted addition of SolarCity only complicates the matter.

Montana Skeptic has closely followed Tesla as a contributor here on Seeking Alpha. We sat down recently to discuss the current situation and outlook.

A quick overview:

  • Why Tesla is far from being the model for automobile safety.
  • Responding to the passion of Tesla investors.
  • How should people invest in Tesla?
  • What will lead to the Tesla balloon popping?
  • Why the future of Tesla relies on the Model 3.
  • Why the Model 3 won't see a big rollout in 2017.
  • The danger of the SolarCity deal.
  • The dangerous inter-dependency between Elon Musk's companies.
  • How and why the Chevy Bolt is beating the Model S.
  • Historical parallels for Musk.
  • Why Tesla is not Amazon.
  • Outside sources for better understanding Tesla.
  • The problem created by subsidies.

Companies Mentioned: Tesla (TSLA), General Motors (GM), SolarCity (SCTY)

Nov 2, 2016

It's no secret that many dividend stocks are over-extended in their valuations. What should dividend investors do in light of this?

I caught up to Mark Painter to get his thoughts on where things are and what savvy investors can do to boost yields and lower risk.

A quick overview:

  • Why are dividend stocks so overvalued?
  • How real is a the "correction" risk for dividend stocks?
  • Where can investors go to find yield right now?
  • Are there any hidden opportunities in dividend stocks?
  • What options are available for boosting dividend yields?
  • Is selling now a good idea?

Companies Mentioned: General Motors (GM), Gold (GLD), Utilities (XLU), Treasuries (TLT), High Yield Bond (HYG), S&P 500 (SPY)

Nov 1, 2016

Intel has failed with it's attempts to break into mobile. What does this mean for the company's future?

I sit down with Mark Hibben to get a better understanding for what is going on and what the future may hold.

A quick overview:

  • Understanding the paradigm shift that has taken place in the semiconductor industry.
  • The dagger in the heart of Intel bulls.
  • The failure of the commodity chip model in mobile.
  • What advantages does ARM have over Intel chips?
  • What happens when Qualcomm comes out with an ARM server processor?
  • Is Intel moving in the right direction?
  • A development bigger than the internet.

Companies Mentioned: Intel (INTC), Apple (AAPL), Samsung, Huawei, Qualcomm (QCOM), Texas Instruments (TXN)

Nov 1, 2016

After Apple reported it's first earnings decline in 15 years, what should shareholders make of things?

Mark Hibben and I sit down to discuss where Apple is struggling and whether investors have much to look forward to at this point.

A quick overview:

  • Why Mark doesn't buy the peak iPhone concept.
  • Will Apple be able to resume growth in future quarters?
  • If so, where will the growth come from?
  • How Apple continues to fail with iPhone marketing.
  • Is the Apple Watch officially a failure?
  • Should investors be concerned about the future of Apple?
  • Where is innovation coming from in the industry if not from Apple?

Companies Mentioned: Apple (AAPL), Huawei, Microsoft (MSFT), AMD (AMD), Tesla (TSLA)

 

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