Dirk Leach has been a consistent, avid, and successful investor for more than 30 years. His style is conservative and he primarily focuses on income oriented equities, bonds, preferred stocks and mutual funds.
In this interview, we have a follow-up conversation to an article Dirk wrote recently by the same title.
I appreciated his article and was glad for the chance to discuss it more and share that with you here.
A quick preview:
Companies and funds mentioned: S&P 500 (SPY), Vanguard Dividend Growth Fund Inv (NYSE: VDIGX), Vanguard Health Care Fund Inv (NYSE: VGHCX), Vanguard Energy Fund Inv (NYSE: VGENX), Vanguard Windsor II Fund Inv (NYSE: VWNFX), Vanguard Global Equity Fund Inv (NYSE: VHGEX)
I hope you enjoy the interview.
Adam Aloisi joins me to discuss Closed End Funds (CEFs). What are they, how do they work and what opportunity (or threat) do they presently offer?
A quick preview:
I hope you enjoy the interview.
Adam Aloisi and I sit down to discuss dividend stocks. Specifically, we talk about how risky dividends are at today's valuations.
A brief overview:
I hope you enjoy the interview.
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:
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:
I hope you enjoy the interview.
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:
http://investorinthefamily.com/
Robert from Double Dividend Stocks and I sit down to learn more about his approach to trading options.
A few highlights:
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:
Companies mentioned: Allergan, Sanofi, Acadia, Biogen, Merck, Portola, Mylan
I hope you enjoy the interview.
http://investorinthefamily.com/
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:
I hope you enjoy the interview.
Mark Hibben joins me to break down yesterday's Apple Event.
A few iPhone 7 highlights:
A few Apple Watch highlights:
I hope you enjoy the interview.
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:
I hope you enjoy the interview.
http://investorinthefamily.com/
http://onlineinvestingconference.com/
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:
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/
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:
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/
Ian Bezek joins us for the follow-up to his previous interview (An Editor's Pick on Seeking Alpha).
A few highlights:
I hope you enjoy the interview.
http://investorinthefamily.com/
http://onlineinvestingconference.com/
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.
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".
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:
I hope you enjoy the interview.
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:
Other stocks discussed: Tesla, General Motors
http://investorinthefamily.com/
I hope you enjoy the interview.
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:
I hope you enjoy today's interview with Joe Springer.
http://investorinthefamily.com/
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:
http://investorinthefamily.com/
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.
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.
http://investorinthefamily.com/
http://seekingalpha.com/author/shock-exchange/articles#view=regular_articles