IBM is down over 30% on the year, does that make it a great buy? The biggest challenge is that of opportunity cost. For those seeking a strong yield with upside potential, Enbridge appears to be a more compelling choice. Brian and Adam discuss the decision making process.
Oil prices have taken a beating recently and related equities have been hit even harder. Should investors run away or jump and potential opportunities? Kirk and Brian pull the curtain back to see what's really going on and how investors can potentially benefit.
NVIDIA recently issued a revenue warning for investors. What's going on? Is this a reason for concern or a great opportunity in hiding? Brian and Mark discuss this and more.
Deflation is the real enemy to fear. Thanks to an aging demographic and soaring debt, it is almost inevitable. In addition, stocks and real estate are greatly overvalued. What's the answer? Kirk and Brian discuss all the above and more.
Why is Energy Transfer being treated so poorly by the markets? Should investors stay away or jump at the opportunity? Brian and Ray talk through the pros and cons and how to make investment decisions like this.
Apple stock is down and concerns are high for many investors. Mark and Brian discuss why the extreme negative market sentiment is way overdone and where investors can look to find an optimistic future.
Stocks, gold, and crypto all seem to be covered in bad news and beaten down prices. When can investors expect things to turn around? Brian and Avi discuss what sentiment is saying about the future of these markets and how investors can potentially benefit.
Apple stock has lost around 1/4 of it's value, how concerned should investors be? According to Victor, Apple is still a great company but the days of amazing growth are over and Watch and Services are not enough to fill the gap.
William (Travis) and Brian discuss what the crowded trades appear to be in today's markets, what to be careful of, and what opportunities the market may currently be offering investors.
Today, MPLX is one of the best high-yield income investments you can make because the market is ignoring its excellent and fast improving fundamentals. Brian and Adam talk about how to understand this investment and its potential.
According to Dividend Sensei, AbbVie is the Apple of the pharma world. Thanks to a powerful pipeline and great management it has the potential to return 700% over the next 10 years.
Trade wars are scaring investors away from China. Are fears of trade wars and distrust of the Chinese government worth missing out on the "Amazon of China?"
Apple is worth $1 Trillion, but is it actually worth more? Investing city thinks it could be. (Note: This interview was recorded prior to Apple's recent earnings and therefore market cap numbers will reflect older numbers. The valuation process and findings still hold true.)
If you could only invest in 5 stocks, which 5 would you pick? That was the question I challenged Dividend Sensei with. As expected, he did not disappoint.
Netflix is a high growth stock that can be hard to value. Victor shows us how best to value the company and why the stock is still a bargain.
The world is changing and the stock market is finally catching up. Kirk and Brian discuss where the dangers lie and where to look for opportunity.
Bram de Haas explores the odd valuation comparisons between Netflix and Disney. The market seems to be getting something really wrong, which company stands to benefit most?
Guru Ron, the man who knows everything about everything, answers my questions on the Fed, Money Supply, LIBOR, and Inflation.
Welcome to Episode 6 of the "Becoming Buffett" Series!
This week we discuss the 1970 letter to Berkshire Hathaway shareholders.
Buffett's annual letters book: http://amzn.to/2ogVi4U
Some brief notes:
First letter signed by Buffett
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:
I hope you enjoy the interview.
Today’s guest is long-term investment expert, Ian Bezek. Ian has had an interest in the stock market and investment industry since he was a young boy and his passion has driven him to an impressive career. After opening his first brokerage account at the age of 18, he attended college to enhance his knowledge and skills in the investment world. While in college, he began investing his time and money into researching market while growing his portfolio.
After graduating college, Ian was recruited to work as an analyst at a large hedge funds company in New York, where he worked for approximately three years. Today, Ian shares his views on market volatility, long-term investments, short-sales, and options as well as provides valuable words of wisdom for new and experienced investors.
Here’s a recap of today’s episode:
Let’s get personal a little:
Ian Bezek’s Words of Wisdom:
“The strike price hardly matters because volatility is what ultimately drives the price” – Ian Bezek
MarketWatch columnist, founder of FundamentalTrends.com, and Bluemound Asset Management, Kirk Spano joins Brian from INVESTOR IN THE FAMILY for discussion about the power of demographics, the difference between players checker vs chess when investing, and all sorts of major trends from electric vehicles to nuclear power. I hope you enjoy it as much as I did.