The Wise Investor Show

It is probably too early to draw a conclusion, but Randy points out the leading S&P 500 sectors year-to-date must be monitored to get a grasp of what the market is pricing in. If these sectors continue to lead the way global growth may appear better than consensus estimates. Additionally, he provides his rationale for his stance on domestic equities that derive nearly all of their revenues from the U.S. Tune to hear his thoughts and get a glimpse of his Sunday show. Join Randy each week as he provides currently market commentary and delves into timely investment topics.

Randy tackles many subjects this week stemming from several email questions surrounding investing for retirement, dividends and the various components of total return. As he helps investors weed out the noise surrounding dividends and suggests investors have to balance the idea of investing in cyclical businesses with attractive dividend yields. Even despite not having the track record to stocks with a longer dividend history with more consecutive years of dividend increases. Additionally, Randy gives his thoughts on way even income investors should consider owning some gold in their portfolios despite it not paying any interest or a dividend. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy discusses the upcoming earnings season and how the earnings reports will set the tone for the last half of the year in the equity markets. He points out possible market action and investment scenarios should general market earnings come in above, below or in-line with consensus estimates. Regardless of the direction of earnings, Randy advises investors not to invest on “hope” for certain outcomes, but to invest off what we know today. Tune in as he discusses these topics along with what’s on his buy list!

The Wise Investor Group highlights one of the most volatile asset classes recently - emerging markets. They give their opinion as to whether or not opportunities have emerged or if they’re just starting to develop. In addition, they will discuss what Buffet’s capital infusion means to Bank of America, the banking sector and why PNC is a buy despite sector headwinds. Tune in this week as The Wise Investor Group educates and helps you make sense of all the volatility. Join The Wise Investor Group each week as they provide current market comments and delve into timely investment topics.

Randy comments on how the equities markets are continuing to search for a "fair value" amid uncertainty about economic growth over the next several quarters. He points out that until that clarity comes, investors should expect more volatility – potentially sharp movement in either direction. Depending on the scenario, Randy envisions either the "value" hunters coming into the markets or hedge funds being forced to sell to reduce leverage.

With the U.S. debt ceiling uncertainty now behind investors, the market is most likely to be fixated on both domestic and global economic reports. During the recent uncertainty, one thing is for sure, growth is slowing globally and it’s waiving a caution flag to investors. Randy comments on how to protect your portfolio during a global slowdown, which investments tend to outperform, what investors should not do, and how to spot values. In addition, he will answer a common question from listeners regarding whether or not shares of Apple (AAPL) are a value. Join Randy each week as he provides current market commentary and delves into timely investment topics.

With the markets ever changing, especially on the inflation front, Randy devotes a majority of the show to discuss the possibility of our domestic economy experiencing a prolonged period of stagflation. He covers what stagflation is, what are the equity and income investment implications and is it a secular theme. Randy briefly comments on several stocks on his buy list.

Randy devotes most of the show to educating investors on how to value stocks and knowing when opportunities have presented themselves amidst market volatility. He points out that investors put a certain amount of emphasis on what management of companies say about business conditions. Sometimes you can be spot on with your analysis, then management throws you a curve ball and the investment thesis is no longer valid. At such a point your rationale for owning a company has been violated and you have to know when to hold’em and know when to fold’em. Tune in as Randy provides specific examples of each lesson.

Randy discusses the commodity, equity and income markets recent price actions and shares his thoughts on what message they are sending investors. He also spends time, as promised, discussing the coal industry, investment opportunities in Japan, the energy sector and his current buy list of value stocks. Tune in to find out what Randy is investing his and clients money in amidst the ever changing global economy.

Randy makes the point that the recent equity market strength shouldn’t fool investors. We’ve been down this road several time before over the last 10 years, as the equity market remains at the same price level. Even though the last decade was considered “lost”, successful investments did generate returns. Randy discusses what themes worked last decade, that stand to benefit investors for the rest of this decade as well. He will also discuss the three most likely Fed outcomes and what investment implications each one has. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy tackles one of the hardest concepts in investing, knowing when to sell. As he concludes his summer school series, he educates listeners on his selling strategy. Randy discusses and points out why it’s just as important to have a sell side discipline as it does a buy side. During this series, he hasn’t only helped investor on the front-end, spotting investment opportunities, but also on the back end helping investors know when to hold’em or fold’em. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy devotes the show to answer numerous questions investors face today in these turbulent times. He discusses a wide range of topics and has a little bit of something for everyone. Is gold in a bubble? Are high yield investments worth considering? In a volatile market what is the most prudent way to reduce equity exposure? Are the technical’s telling us something regarding the psychology and trend of the market? Tune in as Randy answers these questions and more. Join Randy each week as he provides current market commentary and delves into timely investment topics.

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Randy strongly suggests to those who are not attending his seminar to either sign up after the event to view it or look for a shortened version on thewiseinvestorgroup.com. As he points out, investors need to be very aware of their wealth situation or what their advisor is doing because the markets have been so volatile. Additionally, Randy comments on S&P 500 earnings, ponders if a cyclical bull market has emerged with returns over 20% since October, and if the market is on the cusp of a pullback. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy makes the point that the recent equity market action is misleading and economic reports still suggest there is a high probability the domestic economy will experience a recession. He will breakdown why a recession still appears likely despite equities rallying, what S&P 500 Index has priced in and what actions he’s taking for the client assets he manages. Because we’ve been down this road several times before, Randy will shed some light on what investment themes have worked well. He also gives a few hints on a new equity he had that he’ll mention on Sunday’s show. Join Randy each week as he provides current market commentary and delves into timely investment topics.