Episodes
With all that is happening in the world, you may be asking yourself, does asset allocation still work? Is how you divided your investments doing what it should? In today’s video, you’ll find the answer.  Plus, there is a great free tool to show you some examples of asset allocation that is intended to help you control the risk of investing. If you’re in a hurry and just want to see the asset allocation models, go to www.assetallocationmodels.com. Here are the highlights of today’s...
Published 04/01/22
If you own a retirement account like a 401k, you probably split your savings up among a few different types of investments. A lot of people use investment models provided by their employers. And a lot of you don't really know which stocks or bonds your investments have. And really that is OK. The idea of investing in a mutual fund, a variable annuity, or an ETF is, so you don't have to be an expert. But many people are surprised to learn that any of their retirement accounts have Russian...
Published 03/16/22
Starbucks' stock value has been hit hard by the pandemic. But they do have a competitive edge. Growing your financial knowledge is what can put you in control of your financial future. The centerpiece of today's analysis is the six characteristics that set Starbucks apart from its competition. #1  streamlined business operations. #2  menu innovations #3  digital engagement #4  selective store closures #5 opening stores in US and China underserved areas and #6 their loyalty program...
Published 02/17/22
For only the second time in 137 years, AT&T cut its dividend. That had to be like a gut punch for a lot of AT&T shareholders who were relying upon those dividends. So, is there still profit available in the wireless industry? Every month that I pay my AT&T Uverse bill, I think, how could this company not make money? But maybe I just answered my own question.  AT&T has spread itself thin for about the past decade or more. They're trying to be far more than a wireless service...
Published 02/07/22
EPD has one of the highest dividend rates of any large publicly traded company. This week I'll discuss the stock's potential role in retirement savings. This week I discuss the stock's potential role in retirement savings. EPD is a prime example of a company that appears to be managed to pay its shareholders dividends as opposed to increase share value. With Enterprise Products' recent plan to acquire Navitas Midstream, near-term returns should be bolstered.  EPD’s formula for success...
Published 01/31/22
In today's podcast, I dive deep into three fundamental analysis characteristics of Genuine Parts Company. GPC is a value stock that pays dividends. It makes it a good candidate for some retirement accounts. But I don't look at everything through rose-colored glasses.  Increasing costs and expenses are weighing on GPC. But I discuss how one billionaire investor thinks Genuine Parts Company is going to cope with increasing cost and inflation.
Published 01/24/22
REITs or real estate investment trusts have been around since 1960. REITs allow investors to invest in real estate without direct ownership. This investment vehicle can be simple or incredibly complicated. Many people are attracted to the high current...
Published 03/08/21
Spotify has beat back the Goliaths of the music and podcast world. When you think of streaming music and podcast, investors may think that Amazon, Apple, and Google dominate everything. That is wrong! Spotify is not as diversified as Amazon, Apple, or...
Published 03/03/21
ExOne is not your average 3D printer manufacture. ExOne develops and manufactures 3D printers for rapid prototyping and manufacturing of industrial parts and components. The market for industrial 3D printing is vast. The challenge is getting industry on...
Published 02/27/21
GE was once one of the largest companies in the world. They have lost about two-thirds of their value since 2015. But their turnaround is looking good. They have a strong cash flow.  They are also one of the largest manufactures of wind turbines used in...
Published 02/23/21
Zoetis is the world's largest animal health company. Zoetis may very well be a recession-proof company. Despite the pandemic, Zoetis has prospered. The majority of the company's revenues come from the companion animal market. The stay-at-home phenomena...
Published 02/10/21
Bank of New York Mellon Corporation is like a giant, spinning plates while skating on ice. While that may seem impossible, BNY Mellon is handling the pressure with grace. Service fees generate about 80% of BNY Mellon's revenue. Most of their seven lines...
Published 02/04/21
Energy Transfer has one of the furthest reaching networks of oil and gas in the US. But projects like the Dakota Access Pipeline illustrates the difficulty that may lie ahead. How will earnings be affected for Energy Transfer if the DAPL halts...
Published 02/02/21
Macerich is one of the most highly shorted stocks in the market now. What's that mean??? Could it be the next GameStop or AMC? Maybe or maybe not. The interesting thing about Macerich is its valuation. Today, I talk more about short selling and its...
Published 01/30/21
Munich RE is one of the most stable reinsurance companies in the world. But they are not isolated from the effects of the coronavirus pandemic. Losses are mounting. However, insuring climate change related events and circumstances have bolstered Munich...
Published 01/27/21
Most investors looking for dividend-paying stocks don't look to Europe. That could be a mistake.  As Europe works to gain independence from Russian gas supplies, Italian gas supplier Snam fills the gap. And it pays dividends. But how secure are they?...
Published 01/25/21
Opendoor is an iBuyer for the home real estate market. They portray a simple certain, fast and safe way to buy and sell a home, all online. Opendoor has been around since 2014. But they came to life as a public company through a SPAC. How do they...
Published 01/22/21
Steris is an Irish (former US) company specializing in helping medical facilities keep procedures infection-free. The pandemic has slowed growth from surgeries, but what about the push to keep medical facilities COVID free? Will the surgery business...
Published 01/20/21
Home Depot's growth over the past year has been good. The stay-at-home phenomenon has ignited a home improvement boom. How will more government stimulus to consumers affect their future growth? Plus, are they drowning out their competition? Maybe not. ...
Published 01/15/21
Daily Stock Analysis – Pfizer is the top COVID-19 vaccine maker. How are earnings affected? Many people only know Pfizer as a COVID-19 vaccine maker.  Their vaccine could turn the tide against the spread of the coronavirus. But how much will that affect...
Published 01/14/21
The past year has affected many businesses in different ways. Salesforce.com has been in a unique position. When business revenues are being squeezed, they offer ways to get more.  As a result, Salesforce.com revenues have skyrocketed. But can it...
Published 01/13/21
John Wiley & Sons is one of the foremost global academic publishers. The coronavirus pandemic has been a notorious revealer of trends and weaknesses in the economy. The pandemic has accelerated the trend to online learning and John Wiley & Sons...
Published 01/12/21
Compass Minerals International specializes in one thing, salt. But salt is used in so many ways. Salt has been used by humankind for thousands of years. Today's usage is vastly different than in centuries past. Early Egyptians first traded salt in the...
Published 01/11/21