The Wise Investor Show  show

The Wise Investor Show

Summary: 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.

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  • Artist: The Wise Investor Group
  • Copyright: Copyright 2019 Robert W. Baird & Co.

Podcasts:

 Winning Down Markets | File Type: | Duration: 00:43:39

With the market continuing to gyrate, Randy discusses what’s moving it and where opportunities for investors can be found during these heightened volatile times. He highlights this past week’s employment situation, favorite defensive stocks and sectors, and what the various commodity, income and equity markets suggest regarding market sentiment. Randy also shares some great news with his listeners that The Wise Investor Group’s website has had a makeover! Join Randy each week as he provides current market commentary and delves into timely investment topics.

 The Market Climate Ahead of the Sequestration | File Type: | Duration: (43:35)

This week Randy discusses the likelihood the market faces a government sequestration and delves into the potential impact it may have on equity and income markets. Tune in hear which companies have the greatest amount of exposure to U.S. spending cuts and where opportunities may lie. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Saving for College 101 | File Type: | Duration: (43:23)

This week The Wise Investor Group discusses various types of accounts to save into for college and future expenses and a summary of two social security strategies to maximize your benefit. Tune in to hear their thoughts prudent finance planning strategies. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 Are Equities In Need of an Intermission? | File Type: | Duration: (43:27)

On this week’s show, The Wise Investor Group discusses whether equities have gotten ahead of themselves and if the near year-long rally is setting up to take a breather. Additionally, they review the telecom sector and shed some light on potential values and provide an update on the telecom stocks they own. Tune in! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 Dividends: The Fuel Behind the Market | File Type: | Duration: (43:21)

This week Randy discusses the dividend profile of each S&P 500 sector and comments on where value investments within dividend growing companies are most likely to be found in the current investment backdrop. Tune in to hear where Randy is finding the best dividend paying stocks, it may surprise you! Join Randy each week as he provides current market commentary and delves into timely investment topics.

 The Halloween Indicator is Only Getting Stronger | File Type: | Duration: (43:34)

The Halloween Indicator, made popular as the inverse of the “Sell in May and go away” adage, holds that stocks offer their best returns during the November through April period of the calendar year. This year, with the recent downside volatility post-election on ‘fiscal cliff’ concerns, the market certainly does not appear to be off to a good start for what’s considered the best investing months. Is there historically valid evidence to support this seasonal tendency? Tune in as Randy supports this market indicator that’s only getting strong each year with historical studies going as far back as 300 years. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Searching for Opportunities in the Industrial Sector | File Type: | Duration: (39:28)

On this week’s show, The Wise Investor Group launches into a sector review on the industrials and provides some insight on which companies they own and ones on their watch list. Tune in to hear additional commentary on the economy and how The Wise Investor Group is managing client assets. Join The Wise Investor Group each week as they provide current commentary and delve into timely investment topics.

 Consumer Staples: Typically Lower Risk, but is Risk Rising? | File Type: | Duration: (43:40)

On this week’s show, The Wise Investor Group answers an email question on Intel’s valuation and outlook and then dives into the meat of the show – reviewing the consumer staples sector. Are there any value opportunities in some of the most recognizable global consumer names? Tune in to hear their insight and much more. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 Déjà Vu in Seasonal Trends | File Type: | Duration: (43:32)

This week Randy highlights our domestic equity markets have peaked in each of the past three April’s only to selloff into the summer months. Will this April mark the fourth year? Will seasonal trends pertaining to “sell in May and go away” begin to take hold? Tune in to hear Randy’s insight on these questions and hear his comments on what recent earnings reports mean to the strength of the global economy. Join Randy each week as he provides current market commentary and delve into timely investment topics.

 Equities Off to a Fast Start – Will it Continue? | File Type: | Duration: (43:33)

Global equity markets have been fast out the gate thus far in 2013. Many pundits believe the direction of equities during the first few trading days of the New Year is indicative of how the rest of the year will go. Will the strong performance continue? What tailwinds and headwinds could spur equities higher or lower in 2013? Tune in to hear Randy’s insight on the future direction of the market. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Telecom: Searching for Total Return Opportunities | File Type: | Duration: (43:21)

This week The Wise Investor Group discusses what telecom stocks are on their buy list and at what multiple they will “pull the trigger”. Additionally, they will discuss Oracle, a special situation stock that could be presenting an investment opportunity. Tune in to hear their insight and much more! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 So the Health Care Bill Stands – Now What? | File Type: | Duration: (43:21)

This week The Wise Investor Group discusses the importance of financial planning, history of the 401 (k) and the details surrounding the health care bill and how it may affect your personal financial situation and plan. Tune in to hear insight from The Wise Investor Group as they help you plan for the future. Join The Wise Investor Group each week as they provide current market commentary and delves into timely investment topics.

 Reviewing Berkshire Hathaway’s Annual Shareholder Letter | File Type: | Duration: (43:29)

This week Randy devotes the entire show to digesting Warren Buffett’s must-read annual shareholder letter in Berkshire’s Hathaway’s annual report. Whether you’re a shareholder or not, Randy pounds the table on it being a must- read for all investors. Where is Buffett finding values today? How is Berkshire’s business changing for the future? Did Berkshire over for Heinz? Tune in to hear Randy’s insight and eye-opening facts on Berkshire Hathaway. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Earnings Season Trends: Peaking Out? | File Type: | Duration: (43:31)

This week Randy discusses a hodgepodge of topics - earnings growth and trends over the last several quarters, where could investment risk be hiding, what’s fueling the market and putting Ben Graham’s old analogue of a voting vs. weighing machine in context today. Tune in to hear Randy’s insight and where he is finding value investments today! Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Developing & Implementing a Core Philosophy | File Type: | Duration: (43:31)

This week, Randy not only discusses the importance of having a core investment philosophy but delves into his own. He breaks down the components of his philosophy – the implementation process and how it drives his investment selection. As he points out if you don’t have a game plan, you’re likely to be investing strictly off emotions and that’s not investment but rater speculating. Tune in to hear Randy’s philosophy and what core holdings he’s buying. Join Randy each week as he provides current market commentary and delves into timely investment topics.

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