The Wise Investor Show

This week The Wise Investor Group discuss two main concepts on the forefront of investor’s mind – the Bernanke Put and the perceptions stocks a dirt cheap based on historical standards. Investors are trying to front-run the Fed under the assumption QE 3 is imminent because they are in fear of missing out on returns if/when the Fed acts. Additionally, valuations on stocks look historically cheap, but when you dig a little deeper with profit-margins near record levels are earnings sustainable? Tune in to hear The Wise Investor Groups comments on these topics and what they mean to the investment environment. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

While the markets at the moment seem to be taking a breather from further downside price movement, The Wise Investor Group will discuss whether or not any investment opportunities are present in commodities. They will provide some insight into recent commodity price movements, especially copper and gold, and key price levels to monitor. Also, they opine some commodities can be leading global indicators on both economic growth and fear. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

Investors constantly face the emotional roller coaster of investing and often times have no rules or guidance to follow besides what their gut tells them. As a continuation from a series of other summer shows, Randy shares his core investment values that have helped him keep his investment emotions in check for over a decade. Tune in as his knowledge and experience help you become an even wise investor.

The Wise Investor Group goes in-depth discussing why deflation expectations, in the near term, must remain on the table and why the inflation will be an issues over the long haul. Also, they highlight special situation preferred stocks, whether or not Berkshire Hathaway is worth buying and China’s macro economy and how it affects commodity prices.

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Many investors believe, in order to beat the market a higher risk and aggressive portfolio asset allocation are necessary. This week however, Randy suggests this mindset is a myth and has the studies to backup his claim suggesting you can beat the market in the long term with less risk. Tune in to hear Randy’s insight on this matter and how he is positioning the assets he manages for the long haul. Join Randy each week as he provides current market commentary and delves into timely investment topics.

The current global equity markets are suggesting economies are improving and growth won’t be called into question. However, The Wise Investor Group points out global bonds are in fact telling a much different story. Also, with earnings season hitting full stride, The Wise Investor Group indentify the key points investors must monitor and discuss some of their holdings earnings reports. Tune in as they answers these questions and more as they anticipate future investment outcomes. Join The Wise Investor Group each week as they provide currently market commentary and delve into timely investment topics.

The current global equity markets are suggesting economies are improving and growth won’t be called into question. However, The Wise Investor Group points out global bonds, especially in Europe, continue to tell a much different story. What actions can you take to assess European risk? Where may opportunities be presented in the volatile markets, both domestically and abroad? Are investors getting complacent listening to the media, assuming European global problems have been fixed? Tune in as The Wise Investor Group answers these questions and more as they anticipate future investment outcomes. Join The Wise Investor Group each week as they provide current market commentary and delves into timely investment topics.

With the end of QE 2 coming and the economic data rolling out, Randy discusses the macroeconomic picture and its investment implications. He specifically highlights the employment situation, favorite defensive stocks and sectors. Randy also preps listeners for his upcoming summer school sessions.

This week The Wise Investor group goes in-depth discussing financial planning strategies that many people don’t realize exist or tend to ignore. They will discuss the specifics and differences between stretch IRA’s, Roth conversions and other strategies, with who the strategies are geared towards and the tax and estate aspects of each. Tune in as The Wise Investor Group helps you plan for the future.

This week The Wise Group discusses several of the main headlines grabbing investors attention from Europe to the unprecedented volatility in equities and what it means to investors. Additionally, they delve into one of their newest defensive equity purchases that you may recognize when you go to the grocery store. This holding has had over 30 consecutive quarters of positive same-store-sales, pays a dividend higher than the yield on U.S.10 year Treasury bonds and has returned nearly $2 billion to shareholders over the last year. Tune in to hear what they’re buying for the client portfolios they manage! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

Despite financial and political turmoil in Europe, weak economic growth pretty much everywhere in the world and fears of the ‘fiscal cliff’, the broad U.S. equity market has remained resilient. A lot of the performance has been generated from stocks with bond-like characteristics, while cyclical and small-caps having underperformed. However, as Randy points out, there is recent evidence suggesting the trend in underperformance of domestic small-caps may be getting ready to change. Tune in to hear Randy insight on how to potentially take advantage of a rotation into small-cap stocks. Join Randy each week as he provides current market commentary and delves into timely investment topics.

The Wise Investor Group digs in deep on gold, gold mining companies, and what the difference in price action suggests to investors as to whether gold is better to be bought above ground (bullion) or below ground (mining stocks). In addition, opportunities can be found in other sectors as the volatility has caused some quality companies with attractive dividend yields to go on sale. Tune in to hear what The Wise Investor Group is buying for clients and what's on their watch list.

As the volatility continues within the markets, Randy points out investors must keep the long term in mind despite recent market action. He will also devote most the show to discuss in-depth why he sees an investment opportunity in Sysco Corp. Within this discussion, he will cover why shares have sold off over the last couple of months, what investors could be missing during their recent earnings announcement, the bull and bear investment case, and what he sees as future catalysts for this tactical holding. Join Randy each week as he provides current market commentary and delves into timely investment topics.

The Wise Investor Group discusses at length their equity investment in Japan and why it’s a compelling and ignored investment opportunity, one of which very few respected investors mention. As they often say, “bull markets creep up on you when you least expect them”, and their contrarian blood gets pumping knowing no one expects anything good, let alone a bull market in Japan. Tune in to hear their investment rationale in Japan and more!