The Wise Investor Show

Randy once again discusses some of his big picture thoughts pertaining to the secular forces on the equity markets. Long term, he still believes investors remain hostage to a secular equity bear market, despite realizing stocks are trading within a cyclical bull market. Tune in to hear Randy’s thoughts on the market’s valuation, April’s volatile sessions, China’s slowing economy and potential value investments in the tech sector that should be on your watch list. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy devotes the entire show to discussing the rules of successful investing, which are also outlined in his book, Value Returns. He walks through the importance of creating a financial road map, being a value oriented investor, practice patience and knowing your strengths and limitations. Randy also covers buying on sale, avoid focusing on short-term and not overtrading. He sheds some insight on several stocks. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy discusses investor sentiment and how the opinion and emotional views of investors can have a significant impact on the short term direction of security asset prices. He believes understanding this reality makes it possible to use the level and intensity of investor sentiment as a contrarian investment tool based on historical evidence. Tune in to hear what state of sentiment investors are currently in. Join Randy each week as he provides current market commentary and delves into timely investment topics.

As the equity markets continue to gyrate and move higher, Randy warns investors not to get caught up in the hype. He points out that current insider selling is near highs that have been associated with market pullbacks. However, he points out over the previous 10 years, April has been the best equity trading month. Does the market have any steam left? Will “sell in May and go away” be the case once again this year? In addition to tackling these topics, Randy discusses why it is possible a cyclical bear market may remain in hibernation. Join Randy each week as he provides current market commentary and delves into timely investment topics.

This week, Randy discusses opposing secular views on the resource sector pertaining to global food inflation and the potential for scarce resources to cause conflicts and what the potential investment implications may be to your portfolio. Additionally, Randy answers a few email questions and gives a brief economic update. Join Randy each week as he provides current market commentary and delves into timely investment topics.

As the equity markets continue to gyrate and move higher, Randy warns investors not to get caught up in the hype. He points out that current insider selling is near highs that have been associated with market pullbacks. Additionally, he highlights the recent rise in interest rates and wonders why very few have been commenting on it. Rising rates can impact the investment environment and your portfolio. Randy discusses potential investments you may want to consider in the event inflation takes hold to protect your purchasing power. Join Randy each week as he provides current market commentary and delves into timely investment topics.

The Wise Investor Group discusses several potential European stocks that could entice them to buy should the markets pullback. While they have been focusing on the macro events overseas, at some point, they believe such headwinds may cause several European stocks on their radar to trade lower, potentially creating a buying opportunity. Tune in as they dust off their watch list and help you build yours! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

At its peak in early September, the S&P 500 finished within 6% of its pre-financial crisis record high. However, not all the sectors of the market took part in this rebound. Many stocks in the financial sector remain well below 2007 peaks and a lot of investors remain fearful of investing in what was once a widely held part of the equity market. With global stimulus openly supportive of the financial sector and with valuations in the sector below long term averages, Randy wonders if it’s time to sift through this sector for bargains. Tune in to hear Randy comment on why the financial sector has lagged the broad market and if there are any values! Join Randy each week as he provides current market commentary and delves into timely investment topics.

This week The Wise Investor Group discusses a broad range of topics stemming from the market’s anemic volume suggesting buyers are few and far between, to Warren Buffett’s annual shareholder and why it’s a must read for all investors. Additionally, they dust of their wish list of industrial stocks and shed some light on some potential investment opportunities should we witness a broad market pullback. Join The Wise Investor Group each and every week as they provide current market commentary and delve into timely investment ideas.

Is the Dow Theory the “holy grail” or does it need to be taken with a grain-of-salt? Randy discusses the concept of “Dow Theory” and what he believes investors must take note of. Additionally, he devotes the remainder of the show to discussing the rationale behind several of his top core holdings, tactical positions and a closed-end income fund. Join Randy each week as he provides current market commentary and delves into timely investment topics.

An aging workforce and lackluster market returns have the potential to negatively impact S&P 500 earnings and valuations as companies with underfunded pensions may have to take a hit to their earnings. Randy discusses the five S&P 500 Index stocks that have the highest underfunded pension obligations. As he points out some stocks have more pension liabilities than its market cap. Tune in as Randy discusses Wal-mart’s earnings and CenturyLink’s valuation as well. 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 its summer school lesson on investing in the utility sector. Are there any opportunities amidst U.S. interest rates moving higher? Tune in to hear insight from them and much more! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

The Wise Investor Group highlights the year-to-date performance of the S&P sectors and try to make sense of the rally we have witnessed in last year’s worst performing sectors becoming this year’s best performing ones. They will discuss if much has really changed over the last few months that impacts the outlook for these sectors and what has caused the “risk” trade to come back in play. Tune in as they answer these questions and more. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

The Wise Investor Group devotes almost the entire show to why they see an investment opportunity in Pepsi (PEP). Within this discussion, they will cover why share of Pepsi have recently sold off, the bull and bear investment case, and what they see as future catalysts for this newest holding. They also highlights the macroeconomic issues in China and what they mean for the global economy, today and tomorrow.

As promised, The Wise Investor Group discusses in-depth their buy side rationale for investing in shares of PNC, especially why the risk/reward tradeoff offers a compelling opportunity. In addition, they shed some light on several other more recent investments, highlighting one sporting a dividend yield slightly higher than 7 percent. Tune in to hear about their recent investments, macro comments surrounding economic data and the U.S. debt ceiling and more.