Archive | Audio

RSS feed for this section

On Straight Talk Money: Getting Your Will and Testament in Order

I joined Chase Robertson and Peggy Tuck yesterday on Straight Talk Money to chat about the importance of having a proper estate plan. It’s not just for wealthy people. Even ordinary Americans with modest nest eggs need to make sure their affairs are in order. Listen to the audio here:

 

 

 

Disclaimer: This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities nor is it intended to be investment advice. You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all investment strategies discussed in this material have the possibility of loss. Past performance is no guarantee of future results. The author of the material or a related party will often have an interest in the securities discussed. Please see Full Disclaimer for a full disclaimer.

Read full story · Comments { 0 }

On Straight Talk Money: The Solar Eclipse, Recent Portfolio Moves, and More!

I joined Chase Robertson and Peggy Tuck this morning on Straight Talk Money. Fist on the agenda is, of course, the solar eclipse this afternoon. We also touch on the recent opening of Saudi stock market and one some recent moves in the White House.


  
In the next segment, I go over some recent portfolio changes. I recently sold Gamestop (GME), Prospect Capital (PSEC) and Main Street Capital (MAIN) in my Dividend Growth Portfolio. While I’m not particularly bearish, I felt it was sensible to have a little more dry powder than usual as we enter what has traditionally been the two most volatile months of the year.


  
In the final segment, we touch on the market’s health and on the dividend prospects for one of our long-time favorites, Kinder Morgan (KMI).


  
Disclosures: Long KMI, AAPL

Disclaimer: This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities nor is it intended to be investment advice. You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all investment strategies discussed in this material have the possibility of loss. Past performance is no guarantee of future results. The author of the material or a related party will often have an interest in the securities discussed. Please see Full Disclaimer for a full disclaimer.

Read full story · Comments { 0 }

The Beauty of the Side Hustle

I joined Chase Robertson and Peggy Tuck on Straight Talk Money to chat about, among other things, the benefit of having a side hustle:

 

 

 

 

Disclaimer: This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities nor is it intended to be investment advice. You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all investment strategies discussed in this material have the possibility of loss. Past performance is no guarantee of future results. The author of the material or a related party will often have an interest in the securities discussed. Please see Full Disclaimer for a full disclaimer.

Read full story · Comments { 0 }

On Straight Talk Money: Amazon-Proof REITs and More

I joined Chase Robertson and Peggy Tuck last week on Straight Talk Money. First on the agenda: Amazon-proof REITs, or landlords that are strong enough to survive the Amazon.com (AMZN) assault on traditional brick-and-mortar retail:

 

In the next segment, we talk about Snap’s (SNAP) woes and what they means for tech IPOs in general. Are IPOs a method for raising growth capital or nothing more than a cash-out plan for the founders and private equity backers?

 

Disclaimer: This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities nor is it intended to be investment advice. You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all investment strategies discussed in this material have the possibility of loss. Past performance is no guarantee of future results. The author of the material or a related party will often have an interest in the securities discussed. Please see Full Disclaimer for a full disclaimer.

Read full story · Comments { 0 }

On Straight Talk Money: A Conversation with a Short Seller

Earlier this week, Peggy Tuck and I interviewed short seller and forensic accountant John Del Vecchio. I call John the “Horatio Caine of finance” because he knows where the bodies are buried in the financial statements.

We discuss what exactly short selling is and how it’s different in real life than how it might be portrayed on Showtime’s Billions.


In the next segment, we dig into the details of what John looks for in a short. In short, he looks for signs of aggressive revenue recognition.


In the last segment, John and I compare shorting stocks to buying put options and discuss the pros and cons of each.

 

 

 

Disclaimer: This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities nor is it intended to be investment advice. You should speak to a financial advisor before attempting to implement any of the strategies discussed in this material. There is risk in any investment in traded securities, and all investment strategies discussed in this material have the possibility of loss. Past performance is no guarantee of future results. The author of the material or a related party will often have an interest in the securities discussed. Please see Full Disclaimer for a full disclaimer.

Read full story · Comments { 0 }