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:

 Muni Bond Defaults | File Type: | Duration: (39:42)

Randy devotes the entire show to the municipal bond market - in the aftermath following the recent default in Jackson County, Alabama. He points out, default and restructuring of municipalities varies from state to state, but understanding the laws will assist in knowing what values the bonds should trade at. Even though more issues seem to be surfacing, Randy looks to history as a guideline of what to expect, which could mean investors getting their principal back despite a default. Tune in as he discusses these topics and educates you on different types of municipal bonds and what to expect going forward. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Telecom: Analyzing the Best Performing Sector of 2012 | File Type: | Duration: (43:37)

One of the most under owned sectors, telecom, of the S&P 500 Index happens to be the best performing sector year-to-date. Randy discusses this unusual event, catalysts pushing the sector higher and whether the tailwinds are likely to continues. Additionally, he discusses several telecom stocks and whether there are values sporting secure dividends to be found in the sector. Tune in as Randy helps you spot values amidst a volatile market. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Is The Market Topping Out? | File Type: | Duration: (43.37)

This week Randy discusses whether the domestic equity markets have reached an interim peak and gives a list of sentiment indicators to monitor that assisted him on his conclusion. Tune in to hear Randy’s insight on the markets along with Pfizer, his focus stock of the week. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Global Growth, Gold Miner’s & Berkshire Hathaway | File Type: | Duration: (43:39)

Is the world on the cusp of another global recession? Randy discusses the probability of a global recession after last week’s PMI economic data, showing global growth is slowing and in some regions even contracting. Additionally, he delves into one of his newest stock picks in the materials sectors and digests Berkshire Hathaway’s 13-f filing. Tune in to hear how Randy is allocating capital for the client assets he manages. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 QE: Getting the Playbook Ready | File Type: | Duration: (43:38)

Wall Street believes QE is right around the corner, either being ushered in by the Fed or the ECB. Randy however, suggests investors should plan for various outcomes in the event investors are left disappointed by central bankers. Additionally, he advises listeners to start doing their due diligence, identifying businesses they may consider buying or selling based on policy. Tune in to hear how Randy plans to navigate the client assets he manages! Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Consumer Discretionary: Sector Review & Searching for Values | File Type: | Duration: (43:43)

On this week’s show, The Wise Investor Group devotes the entire hour to discussing what headwinds, tailwinds and value opportunities may be presented in the consumer discretionary sector. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 A Core Holding in the Industrial Sector | File Type: | Duration: (43:37)

This week The Wise Investor Group discusses their investment rationale in General Electric (GE)- its latest core holding- where they are finding values in today’s market and why doing nothing could be the best investment approach. Tune in to hear The Wise Investor Group’s insight and much more! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 Western Union, Gold & Post Election Volatility | File Type: | Duration: (43:28)

This week The Wise Investor Group provides brief commentary on heightened market volatility post Presidential election and what the kneejerk reactions mean to the investment environment. Additionally, they discuss the near and long term outlooks for gold and their buy rationale behind Western Union. Tune in to hear how The Wise Investor Group is investing for the client assets they manage. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 4 Tools to Value Stocks | File Type: | Duration: (43:41)

This week The Wise Investor Group discusses four of their more recent equity purchases and a few stocks they’re monitoring on their watch list. Additionally, they delve into four tools, or valuation metrics, investors should consider using in helping them to value stocks. Tune in as they help you become a Wise investor. Join The Wise Investor Group each week as they provide current market commentary and delve to timely investment topics.

 Review: Gold, Gold Miner’s, China & Europe | File Type: | Duration: (43:28)

This week Randy discusses the improving macro pictures in China and Europe – Is it time to invest? Additionally, he delves into the investment rationale in both gold and the gold miners. Tune in to hear where Randy is finding values during these volatile times. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Spotting Stocks that Could Slash Dividend Payments | File Type: | Duration: (43:40)

This week Randy devotes a majority of the show to discuss – how to spot signs a company may cut its annual dividend payment. He runs down a list of indicators to monitor, helping to assess whether a dividend cut may be looming on the horizon. Tune into hear what stocks may come under pressure to cut its dividend. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Closed-end Funds: Be Wary of Leverage | File Type: | Duration: (43:28)

This week Randy answers email questions pertaining to Dell, REIT’s and the recent merger between ETP and Sunoco. Additionally, he discusses several value stocks on his buy list, compares the Fed’s balance sheet to Leman’s at the height of the financial crisis, and delves into why leveraged closed-end funds have been in free-fall. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 5 Factors Impacting the Value Style Philosophy & Taking a Bite on Apple | File Type: | Duration: (43:19)

This week Randy devotes the first half of the show to discussing why value investors may feel left behind since the equity markets bottomed in 2009. He lists 5 factors that currently impact the value style performance over this time period and how investors should analyze past returns. Then, during the second half Randy discusses his rationale behind his purchase of Apple. Tune in to hear Randy’s thoughts and more. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Special Dividends: Worth the Hype? | File Type: | Duration: (43:36)

This week Randy devotes a majority of the show to discuss why, with the lurking “fiscal cliff’ on the horizon, companies are paying special dividends. Are special dividends the best use of capital? Why are companies making such dividend policy announcements? Tune in to hear Randy’s insightful comments on the issue to help you judge whether special dividends really create value for shareholders. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 WiseGold Sentiment, International Investing & Freeport McMoran | File Type: | Duration: (43:33)

This week The Wise Investor Group discusses the headwinds and opportunities in the gold sector, international investing and a new holding for the client assets they manage- Freeport McMoran (FCX). Tune in to hear their insight on various investing risk profiles and opportunities on the horizon. Join The Wise Investor Group each week as they provide current commentary and delve into timely investment topics.

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