The Wise Investor Show

This week Randy provides a brief summary of the current economic and market environment – focusing on the likelihood of continued volatility at least until we get through Greek elections and the Fed’s meeting during the middle of this month. He warned you weeks ago calling for market volatility to come to fruition and has helped you prepare your portfolios accordingly. However, opportunities are presented in periods of heightened volatility. Tune in to hear where Randy is finding values in today’s market. Join Randy each week as he provides current market commentary and delves into timely investment ideas.

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Randy devotes a majority of the show to discuss one of his largest holdings, Walmart (WMT). Shares have outperformed the market year-to-date and continue to make multiyear highs as the equity markets gyrate lower. What has been pushing the stock higher? Is it fully valued? Should you consider reducing your position? Tune in as he answers these questions and more regarding Walmart’s share price dominance. Join Randy each week as he provides current market commentary and delves into timely investment topics.

As the equity market’s continue to gyrate on Eurozone news, Randy discusses four potential outcomes and investment implications pertaining to Greece’s faith. Additionally, he dives into to Sysco’s (SYY) quarterly report and discusses - management plans, dividend history, valuation, and potential upside. Tune in as Randy covers these topics and answers several email questions. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy once again discusses some of his big picture thoughts on the global economy pertaining to –Greece, Europe, inflation and oil. Additionally, he examines various market valuation methods in helping to decide whether or not equity markets are cheap. Tune in to hear where Randy is finding value investments today with the cards investors have been dealt. Join Randy each week as he provides current market commentary and delves into timely investment topics.

This week Randy discusses the similarities between the current trading year and the volatile but zero percent return investors witnessed in 2011. Will the same trend play out this year as the end of Operation Twist nears? Is it time to “sell in May and go away?” What macro events could cause volatile summer pains? Tune in as Randy provides insight on these questions and provides some general market commentary. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy once again discusses market sentiment, but this time he sheds some light on Barron’s semi-annual big money profile and what it means to investors. He comments on where most money managers are positioned and what sectors have recently benefited from sector rotation. Additionally, Randy discuss whether or not he still believes there is a golden opportunity to invest in Republic Services, a waste service company. Join Randy each week as he provides current market commentary and delves into timely investment topics.

This week The Wise Investor Group discusses the similarities between the current trading year and the volatile but zero percent return investors witnessed in 2011. Will the same trend play out this year as the end of Operation Twist nears? What macro events could cause volatile summer pains? Tune in as they provide insight on these questions and comment on the allegations surrounding Wal-mart. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

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 key technical market levels, likely outcomes for the market’s future direction, the risk of buying in front of a “buzz saw” and whether the U.S. is getting its financial house in orders. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy discusses the current market environment and references how April is proving to be a significant test for the cyclical rally in equities. He highlights how if the EPS season doesn’t produce above expectations results, we are likely to see a correction. Randy also comments on how the risk of increased volatility during the summer may benefit investors to focus on companies with low cyclical revenue sources and consistent yields. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy continues his discussion on the insurance sector stocks and highlights what a “float” is, what it means to investors and why it can be beneficial. In answering a listener’s question, he points out that even though the natural gas prices have hit new lows, investors should be careful in this contrarian play. Randy also encourages new listeners to tune into this Sunday’s show and get a better understand of the Wise Investor Group’s philosophy. Join Randy each week as he provides current market commentary and delves into timely investment topics.

While the domestic equity markets go on to make multiyear highs, coal stocks have come under pressure and trade at valuations where value managers tend to get excited. Randy discusses - why the coal sector has been so hated, what catalysts could turn this sector around and what future regulations could handicap growth prospects. Additionally, he tackles the question of whether or not coal stocks are a value trap. Join Randy each week as he provides current market commentary and delves into timely investment topics.

As the market hits highs it has not witnessed for several years, Randy warns the months of April and May could potentially test its strength. He believes seasonal forces in the coming months, similar to what investors have witnessed over the last two years, stand to repeat and all eyes may be on earnings. Additionally, Randy discusses his rationale behind the sale of Abbott Labs and answers an email question pertaining to a step-up bond. Join Randy each week as he provides current market commentary and delves into timely investment ideas.

For the first time in ages, Randy informs investors there is nothing on his buy list and refuses to pay higher multiples for companies just to get invested. He discusses why retail investors don’t believe in the rally, but warns if they do - stocks could move higher. Tune in to hear Randy’s comments on the frothy market. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Is this the beginning of a brief pullback or a more sustained market correction? During his last several shows, Randy has been discussing the increased risk profile of the equity markets and why a pullback seemed rather likely. This week he focuses on what’s currently providing market headwinds pertaining to: Europe, emerging markets growth forecasts and the Fed NOT hinting at QE 3. Additionally, Randy discusses what investors should monitor, especially this Friday’s employment situation report, helping to gauge the future direction of the market. Join Randy each week as he provides current market commentary and delves into timely investment topics.