The Wise Investor Show

This week, Randy gives an overview of the headwinds and tailwinds effecting the insurance sector, discusses how they operate to generate revenues, valuation metrics used to value them, and provides some insight as to whether there are any values worth of an investment with a majority of the companies trading well below book value. Tune in to hear Randy’s insight on insurance stocks! Join Randy each week as he provides current market commentary and delves into timely investment topics.

Interest rates in most developed markets hover near all-time record lows. As global investors remain on a quest for yield, Randy suggests many are focusing on European stocks as the recent selloff has caused many to appear on dividend stock screens. Is it time to buy European stocks to lock in attractive dividend yields? Are the yields secure with all the economic and political uncertainty? Tune in to hear Randy’s insightful thoughts and where he is finding value for the client assets he manages. Join Randy each week as he provides current market commentary and delves into timely investment topics.

This week Randy has a guest host on the show, Nancy Popovich one of the portfolio managers at The Wise Investor Group. On the show they discus the lingering and possibly even deepening global economic slowdown and how Europe’s problems may have finally reached our domestic shores. Additionally, they will discuss Barron’s Mid-Year Roundtable, breaking down potential headwinds and tailwinds and value investments for the remainder of the year. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy discusses two investing styles of the stock market, value and glamour (growth). As he point out, value investing is around us daily as we search for the best deal on a new house, car, groceries or while we’re shopping at the mall. While growth investor are more focused on riding the momentum bandwagon to create wealth paying higher prices in anticipation an asset will be worth more tomorrow. Which style of investing has outperformed in the long-run by having a belts and suspenders approach? Tune in to hear Randy discuss scholarly studies that support his claim on why investors should be focused more on value than glamour. Join Randy each week has he provides current market commentary and delves into timely investment topics.

Could our own congress force the U.S. economy into a recession later this year? Randy points out, unless there is change to current legislation fiscal tightening of over $500 billion (4% of GDP) also know as a fiscal cliff, is set to go into effect the first day of next year. What is the likelihood of this happening? Tune in to hear Randy’s thoughts on how the coming fiscal cliff could impact the global economy and invest environment. Join Randy each week as he provides current market commentary and delves into timely investment topics.

This week The Wise Investor Group devotes the entire show to various financial planning topics centered on naming a trust as a beneficiary of an IRA. They will discuss the pitfalls and value add of this strategy in full so your beneficiaries are not left to suffer more from tax implications. Tune to hear the correct way to go about naming your trust as a beneficiary to your IRA. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

Most of the time when we hear Warren Buffett’s name or Berkshire Hathaway in the news it deals with comments from the annual meeting, acquisitions candidate, details on the investment portfolio and speculation as to who is going to run the show after Mr. Buffett. Nowadays you rarely hear anyone breakdown each individual component of the business, valuing each one, and coming up with a sum-of-parts valuation. Randy devotes the majority of this week’s show to valuing the entire company in a simplistic method we can all understand. Tune in! Join Randy each week as he provides current market commentary and delves into timely investment topics.

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This week The Wise Investor Group spends a majority of the show spotlighting the health care sector, discussing the metrics that move it and they investigate if there are currently any value investment opportunities. Tune in to hear their insight and more! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

This week The Wise Investor Group discuss the headwinds impacting the gold miners, financial and energy sectors. They digest the message the market is sending and shed some light as to whether or not opportunities are being presented. Will the sector declines continue? What could cause each sector to turn the corner? Are there any values or just value traps? Tune in to hear them answer these questions, discuss where they see value investments and much more! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

During turbulence in the equity markets, many investors turn to traditional defensive sectors to protect their portfolios, but many of those sectors appear to be overbought and overvalued, based on historical valuation analysis. However, some stocks in the health care sector are an exception, many pharma stocks trade at reasonable valuations with attractive yields and several managed health care stocks trade at multiples that get value investors excited with potential catalysts on the horizon. Will lower cost inflation help unlock value in the managed health care sector? We’ll examine several potential opportunities in this sector. Join Randy each week as he provides current market commentary and delves into timely investment topics.

This week Randy answers email questions pertaining to individual stocks he owns and the global economy. Additionally, he spends a bulk of the show discussing two main investment styles, value and growth, and provides insight into which style he believes investors should focus on over the long haul. Tune in to hear Randy’s insight and much more! Join Randy each week as he provides current market commentary and delves into timely investment topics.

This week Randy continues to shed more light on the “sell in May” theory. He discusses its origin and provides plenty of market stats that back-up facts supporting why the summer months are some of the worst trading months of the year, but listen to find out the common thread to which sectors outperform most often. Additionally, he points out during an election there is a caveat to the theory. Tune in to hear how Randy is positioning the client assets he manages. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Warren Buffett first addressed the concept of economic good will in 1983, and it’s appropriate to talk about him as this past weekend marked his annual shareholder meeting. Randy defines Buffett’s concepts, discusses why it leads to a durable competitive advantage and gives examples of companies that meet the criteria. Additionally, Randy provides some market commentary as recent economic reports have heightened market volatility. Join Randy each week as he provides current market commentary and delves into timely investment topics.

This week The Wise Investor Group discusses the overall tone of earnings seasons and why earnings are supporting the market despite weaker than expected economic reports. Additionally, they delve into Apple’s earnings and comment on what they may suggest for two of their top holdings, AT&T and China Mobile. Tune in to hear their insight on earnings seasons and much more! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.