The Wise Investor Show
By Randy Beeman
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Podcast Description
In addition to providing perspective on today’s economy, The Wise Investor Show Midweek Update delves into the topics that matter most to achieving long-term financial security. With a deep commitment to value investing, Randy Beeman provides the tools listeners need to become better investors, including an understanding of the way the markets move and the ability to analyze stocks and bonds. Randy’s straight-talking, common sense approach comes from over 15 years’ experience advising clients in the conservative, long-term growth of their assets. Randy Beeman and the Wise Investor Group are part of Robert W. Baird & Co. Member SIPC.
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1 |
CleanFlooded With Liquidity | Randy discusses several economic issues and trends to monitor that could cause the 2012 rally to correct. Should we witness a correction, he believes the forces of global central bankers turning on the liquidity spigot will cause any correction to be short and shallow, perhaps allowing for some tactical investments. However, with the market a little frothy, Randy reduced one of his long term holdings and suggests investor’s rent the rally. Additionally, he believe the economy continues to deleverage making it a balancing act to invest in market “hot pockets.” Join Randy each week as he provides current market commentary and delves into timely investment topics. | 2/21/12 | Free | View In iTunes |
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2 |
CleanSector Rotation: From Worst to First | The Wise Investor Group highlights the year-to-date performance of the S&P sectors and try to make sense of the rally we have witnessed in last year’s worst performing sectors becoming this year’s best performing ones. They will discuss if much has really changed over the last few months that impacts the outlook for these sectors and what has caused the “risk” trade to come back in play. Tune in as they answer these questions and more. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. | 2/20/12 | Free | View In iTunes |
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3 |
CleanUnderstanding A Thrift Savings Plan | It’s not too often Randy devotes the entire show to discussing government employee Thrift Savings Plans as they prepare for retirement. During this extended special show, Randy outlines how TSP’s work, even though only 85% of employees contribute to them. Not only does he suggest 100% of employees should participate in the plan since the government gives you FREE money, but he offers what he feels are the best choices between the fund options given the specific details and recent changes to the funds. Tune in has Randy helps you plan for the future. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 2/14/12 | Free | View In iTunes |
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4 |
CleanThe Psychology of Investing | This week Randy discuss his rationale behind selling Coca-Cola and investing more heavily in Pepsi. Currently with a very thin buy list, he comments briefly on which companies he would buy if the market and prices were to pullback. Additionally, Randy dives into the psychological battle investors face on a daily basis in managing their emotions and how to avoid making emotional mistakes. Tune in as he discusses these topics and more! Join Randy each week as he provides current market commentary and delves into timely investment topics. | 2/12/12 | Free | View In iTunes |
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5 |
CleanMidWeekUpdate_020812.mp3 | Default Description for Episode | 2/7/12 | Free | View In iTunes |
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6 |
CleanVolatility, Buy List & America Has (Natural) Gas | Default Description for Episode | 2/2/12 | Free | View In iTunes |
| 7 | CleanSupplementalCharts20512WIGShow.pdf | Default Description for Episode | 2/1/12 | Free | View In iTunes |
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8 |
CleanAnswering Annual Seminar Questions | Randy devotes the entire show to answering timely questions he received at his annual seminar this past weekend from live attendees and webcast viewers. He expands on several macro issues and comments on individual stocks and themes that stand to benefit from his view on the global economy. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 1/31/12 | Free | View In iTunes |
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9 |
CleanFinancial Planning Potpourri | This week The Wise Investor Group devotes the entire show to various financial planning topics centered on email questions. Should you contribute to a traditional or Roth 401 (k)? – When you leave your employer should you rollover you 401 (k)?- Why checking your credit report is helpful? Tune in as they answer these questions and many more. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. | 1/29/12 | Free | View In iTunes |
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10 |
CleanOn The Cusp of a Pullback? | 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. | 1/24/12 | Free | View In iTunes |
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11 |
CleanGlobal Growth Can Wait, Time for U.S. Stocks | If there is one key theme investors have observed this past decade, it is to “Expect the Unexpected.” The media driven world in which we live tends to force negative associations with the idea of the unexpected. Today, The Wise Investor Group believes there may be investment opportunities where few or no expectations previously existed in domestic equities that derive a significant portion, if not all of their revenues from the U.S. Tune in to hear which domestic value stocks they are buying. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. | 1/22/12 | Free | View In iTunes |
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12 |
CleanDividends, Gold & Retirement Stats | 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. | 1/17/12 | Free | View In iTunes |
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13 |
Clean10 Stocks for Income Investors | Randy highlights the 10 stocks that income investors may want to consider for their balanced portfolios in the current historically low interest rate environment. He provides insight into why he believes these names are especially in inflation, deflation and higher tax environments. Tune in to hear why Randy believes investors should not lose their appetite for these stocks. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 1/16/12 | Free | View In iTunes |
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CleanDigesting Sector Performance | 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. | 1/10/12 | Free | View In iTunes |
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15 |
Clean3R’s (Restaurants, Rates & Repurchases) | The Wise Investor Group highlights several of their top holdings and discuss where they see values during these volatile times and discuss investing themes for rising inflation. They give their opinion as to whether or not TIPS are a good investment as the Fed’s monetary base has witnessed a parabolic move over the last several years. Additionally, they discuss investing in a rising inflation backdrop and several themes, especially stocks with dividends and ones repurchasing shares as they tend to help protect your purchasing power. Join The Wise Investor Group each week as they provide current market comments and delve into timely investment topics. | 1/8/12 | Free | View In iTunes |
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16 |
CleanUsing Volatility to Your Advantage | Randy devotes a majority of the show to discussing a scholarly study he recently read dealing with investing during heightened periods of market volatility. He provides insight as to whether value outperformed growth investing styles and what tendencies, both buying and selling, may impact your portfolio the most. Randy also points out conventional wisdom suggests volatility is a foe, but in reality it can be your good friend. Tune in to hear what value stocks he is buying during these volatile times. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 1/3/12 | Free | View In iTunes |
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17 |
CleanValue Stocks in Domestic Names | The first show of the new year, Randy discusses one of many themes that may play out in 2012 – stocks that derive nearly all of their revenues from the U.S. may outperform globally diversified stocks. He provides his rationale for his stance and delves into two stocks he recently bought that stand to benefit from this theme. Additionally, he comments on gold’s volatile price during that last quarter of last year and why it should be in everyone’s portfolio. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 1/2/12 | Free | View In iTunes |
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18 |
CleanWhat Could go Right in 2012 – Part II | Randy does the second show of a two-part series focusing on five things that could potentially go wrong and right with the economy and investment landscape in fiscal year 2012. He highlights five potentially good things that are not on investors radar nor discounted in equity valuations that could alter the global economy. As Randy points out it’s usually what you don’t anticipate happening that really does end up happening. Everyone is focused on Europe but there are pockets of strength in our domestic economy from an improving employment situation to housing potentially finding a bottom that are not getting much attention. Join Randy each week as he provides current commentary and delves into timely investment topics. | 12/20/11 | Free | View In iTunes |
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CleanWhat Could go Wrong in 2012 – Part I | Randy does the first show of a two-part series focusing on five things that could potentially go wrong and right with the economy and investment landscape in fiscal year 2012. He highlights five potentially bad things that are not on investors radar nor discounted in equity valuations that could alter the global economy. As Randy points out it’s usually what you don’t anticipate happening that really does end up happening. Everyone is focused on Europe but there are plenty of other issues from policy to oil that can impact us all that are not getting much attention. Join Randy each week as he provides current commentary and delves into timely investment topics. | 12/20/11 | Free | View In iTunes |
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20 |
CleanS&P Earnings & Golden Opportunities | Randy discusses the equity market’s year-to-date performance, which may surprise investors especially after the volatile year we have had thus far amidst all the global changes and rising uncertainty. Investors are too glued to the headlines and the macro events and are missing what’s happening with longer term market drivers - corporate earnings and valuations. Additionally, with the new year upon us, Randy provides some insight into what may impact the market and earnings ahead and his thoughts on gold. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 12/18/11 | Free | View In iTunes |
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21 |
CleanStocks, Unemployment Rate & Future Returns | Randy answers several timely email questions asking what his thoughts are on the most recent unemployment data and if it changes his view for domestic economic growth. Additionally, he answers a question regarding what his best guess is for equity returns in the coming year and rationalizes it. Tune in as Randy may answer your question and provides some insight to themes in his upcoming seminar. Join Randy each week as he provides current market commentary and delves into timely investment ideas. | 12/13/11 | Free | View In iTunes |
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22 |
CleanProtect Your Portfolio from Inflation | The Wise Investor Group highlights several of their top holdings, where they see value during these volatile times and discussing investing themes for rising inflation. They give their opinion as to whether or not TIPS are a good investment - as the Fed’s monetary base has witnessed a parabolic move over the last several years. Additionally, they discuss investing in a rising inflation backdrop and several themes, especially stocks with dividends as they tend to help protect your purchasing power. For supplemental charts that help you see graphically the points The Wise Investor Group makes during the show go to www.thewiseinvestorgroup.com. Join The Wise Investor Group each week as they provide current market comments and delve into timely investment topics. | 12/11/11 | Free | View In iTunes |
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23 |
CleanAnnual Seminar Sneak Peek | Randy’s lays out some of his thinking for his big picture annual seminar at the end of January. In 2002, he stated the S&P 500 Index could trade sideways for the next 15 years. As crazy as it sounded then, today the markets still hover around that price level. His upcoming annual seminar will help you to understand the macro issues that impact the investment environment, why investors must protect capital and where investments can be found to generate growth. Tune in as Randy provides a sneak peek of his upcoming seminar, which you can register for on www.thewiseinvestorgroup.com. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 12/6/11 | Free | View In iTunes |
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24 |
CleanGoing Grocery Shopping | 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. | 12/4/11 | Free | View In iTunes |
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25 |
CleanTis The Season for a Rally? | Randy discusses and contextualizes the daily changes and speculation surrounding Eurozone bailouts and what they mean to the financial system, especially European banks. He points out the recent action may temporarily help build confidence, but in the end Eurozone policy makers seem to be only buying time hoping economic growth resumes. The remainder of the show, Randy points out a Santa Clause rally could start early for two reasons - we’re in the third year of the presidential cycle and over 80% of the time since 1986, December has been a positive month for equities. Tune in as he sheds more light on these topics and talks about several special situation stocks that could temporarily benefit from a jolt of European confidence and a December to remember. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 11/29/11 | Free | View In iTunes |
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26 |
CleanMuni Bond Defaults | Randy devotes the entire show to the municipal bond market - in the aftermath following the recent default in Jackson County, Alabama. He points out, default and restructuring of municipalities varies from state to state, but understanding the laws will assist in knowing what values the bonds should trade at. Even though more issues seem to be surfacing, Randy looks to history as a guideline of what to expect, which could mean investors getting their principal back despite a default. Tune in as he discusses these topics and educates you on different types of municipal bonds and what to expect going forward. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 11/27/11 | Free | View In iTunes |
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27 |
CleanA Bond Sale & Spotting Quality Stocks | Randy devotes most of the show to answering emails listeners have sent him in recent weeks. The most common questions he received deals with finding value in high quality, dividend yielding stocks that have a moat worth of an investment during uncertain times. In addition, Randy discusses the surrounding issues with Jeffries Group, what it means to debt and equity holders, why he is taking action and selling the bonds he currently owns. Tune in as Randy helps you discover value in turbulent times while helping you to spot risk and manage it. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 11/22/11 | Free | View In iTunes |
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28 |
CleanEurope and its Portfolio Implications | 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. | 11/20/11 | Free | View In iTunes |
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29 |
CleanBeaten Up Stocks to Look At | This week Randy discusses stocks that have recently taken a beating, but may be worth considering as their valuations have come down to what some may consider trough levels. He helps investors to understand why these stocks are trading where they are and what future catalysts could push them higher. Randy also points out, the stocks mentioned are not holdings of The Wise Investor Group, but for you the listener and investor, you may find some of these stocks worthwhile after you do your due diligence. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 11/15/11 | Free | View In iTunes |
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30 |
CleanInvesting in Sysco (SYY) | 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. | 11/13/11 | Free | View In iTunes |
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31 |
CleanRisk Still Remains | 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. | 11/8/11 | Free | View In iTunes |
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32 |
CleanReturns: Bonds, Stocks, and Gold | Over the past 30 years bonds have outperformed stocks, but will the trend persist in the current investment backdrop? We are seeing yields near historic lows and equities, depending on the valuation method you use, suggest they may be historically cheap. The Wise Investor Group will also discuss and dig into the debate of whether gold is cheaper above ground (bullion) or below grade (miners) and where, if any, are there investment opportunities. Tune in as they help to put the volatile credit, equity and commodity markets in perspective. Join The Wise Investor Group each as they discuss current market commentary and delves into timely investment topics. | 11/6/11 | Free | View In iTunes |
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CleanTuning Out the Noise | Randy discusses what he thinks investors should do to help them weed out all the market noise. He suggests investors should ignore the media’s jaded perception of reality and focus on what matters - buying quality businesses at a discounted price. In addition, Randy provides a few market stats proving we’ve been down this volatile path before and until there is some endgame volatility will most likely persist. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 11/1/11 | Free | View In iTunes |
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34 |
CleanThe Market’s Rally: Trick of Treat? | As equities continue their march higher, Randy warns investors not to sacrifice long-term underperformance for short-term gains. This may be especially true now when investors may be paying richer multiples for slower growing companies. He also discusses the recent global financial turmoil stemming from Europe and helps listeners make sense of the market’s historic rally. Randy points out the market rallied because the economic data this month hasn’t yet shown a recession, but we could very well be in the early innings of contracting economic data. Tune in as he discusses these topics and answers several emails questions, especially one discussing the railroad sector. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 10/30/11 | Free | View In iTunes |
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CleanConsumer Defensive Stocks | In a continuation of Randy’s rationale as to why investors need to “rent the rally” and play defense, he devotes the entire show to his view on consumer staple defensive stocks. He will define what makes a company defensive and where and when investment opportunities may be presented in the alcohol and non-alcohol beverage, food distributors, and consumer goods sectors. Tune in to hear Randy’s game plan as to how to play defense with defensive investments in a volatile market. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 10/25/11 | Free | View In iTunes |
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CleanEarnings & Equity vs. Credit Markets | 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. | 10/23/11 | Free | View In iTunes |
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CleanA Tale of Two Stories | The current global equity markets are suggesting economies are improving and growth won’t be called into question. However, Randy points out global bonds are in fact telling a much different story. What message are global fixed income markets sending? Which market, equity or fixed income, have a better track record of predicting future outcomes? Are investors getting complacent listening to the media, assuming European global problems have been fixed? Tune in as Randy answers these questions and more as he anticipate future investment outcomes. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 10/18/11 | Free | View In iTunes |
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38 |
CleanCommodity Trends & Opportunities | 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. | 10/16/11 | Free | View In iTunes |
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CleanAnswering Your Questions | Randy answers the stack of email questions he has recently received about the recent market action, gold, financial stocks, Amazon vs. Apple and future stock returns. He suggests to listeners if they have a question that was not answered during the show to email him as he will try to answer your question during a future show. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 10/11/11 | Free | View In iTunes |
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40 |
CleanQuality Amidst Uncertainty | Randy discusses the equity and income markets recent volatile actions and shares his thoughts on what message they are sending investors. He also spends time discussing a couple of his most recent equity purchases and why he’s buying a larger than normal size position in several core stocks. These holdings have a long track record of doing well in turbulent times, weathering market storms, all while being shareholder friendly. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 10/9/11 | Free | View In iTunes |
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41 |
CleanValue Investing with Vitaliy Katsenelson | This week Randy has fellow well respected value investor and author of The Little Book of Sideways Markets, Vitaliy Katsenelson on the show. With similar views, Randy interviews Vitaliy to get his perspective on state of the current secular equity bear market, where it’s most likely heading, potential black swans and what investments investors should consider. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 10/4/11 | Free | View In iTunes |
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CleanA Recession Looks Likely | Randy makes the point that the recent equity market action and economic reports suggest the probability of a recession has greatly increased. He will breakdown why the probability has increased, what S&P 500 Index price level would suggest a recession has been priced in and what actions he’s taking for the client assets he manages. We’ve been down this road several times before over the last 10 years, so investors must plan accordingly. In addition, Randy will shed some light on what investment themes have worked well during this secular equity bear market and past recessions. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 10/1/11 | Free | View In iTunes |
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43 |
CleanThe Good & Bad of Low Rates | Randy tackles one of the biggest challenges most investors face today and one that is a double-edged sword: investing in income generating assets. He will breakdown the positives and negatives of a low interest rate environment and educate you on how to use low rates to your advantage without adding risk to your personal finances or portfolio. In addition, Randy answers an email question regard Berkshire Hathaway’s share repurchase announcement. Tune in as Randy discuss these topics and more. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 9/27/11 | Free | View In iTunes |
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44 |
CleanTaking Control of the Market | This week The Wise Investor Group goes in-depth discussing the political actions on both sides of the Atlantic Ocean and what implications they may have on investment portfolios. In addition, they will discuss the specifics of the Fed’s shift to purchase longer maturity Treasury bonds and its impact on income investment streams and what actions, equity, income and commodity investors may want to consider. One of the main points they try to hammer home is; in this gyrating market, do not be reactive, be proactive and it all starts with doing your due diligence. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. | 9/25/11 | Free | View In iTunes |
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45 |
CleanInvesting in a Secular Bear Market | 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. | 9/20/11 | Free | View In iTunes |
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CleanDissecting Our Top 10 Holdings | Default Description for Episode | 9/18/11 | Free | View In iTunes |
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CleanMaking Sense of the Market | 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. | 9/13/11 | Free | View In iTunes |
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CleanKnowing When To Sell | 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. | 9/6/11 | Free | View In iTunes |
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CleanWinning Down Markets | With the market continuing to gyrate, Randy discusses what’s moving it and where opportunities for investors can be found during these heightened volatile times. He highlights this past week’s employment situation, favorite defensive stocks and sectors, and what the various commodity, income and equity markets suggest regarding market sentiment. Randy also shares some great news with his listeners that The Wise Investor Group’s website has had a makeover! Join Randy each week as he provides current market commentary and delves into timely investment topics. | 9/5/11 | Free | View In iTunes |
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CleanEmerging Markets | 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. | 8/30/11 | Free | View In iTunes |
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CleanValue Investor Summer School | Lorem ipsum doOver the course of the summer Randy will do his summer school series covering how to become a better value investor. Before his dives into this, he spends the first few minutes discussing the state of the economy, future economic growth, where earnings estimates are most likely heading, and what has the market most likely priced in. Join Randy each week this summer as he hopes to help you become a better value investor with his wise wisdom and lessons learned along the way. lor sit amet, consectetur adipiscing elit. Praesent nec purus mi. In hac habitasse platea dictumst. Aliquam erat volutpat. Cras dapibus metus ligula, nec scelerisque mauris. | 8/24/11 | Free | View In iTunes |
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CleanFinancial Planning Strategies | 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. | 8/24/11 | Free | View In iTunes |
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53 |
CleanDeflation vs. Inflation | 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. | 8/24/11 | Free | View In iTunes |
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54 |
CleanFavorite Defensive Stocks | 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. | 8/24/11 | Free | View In iTunes |
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55 |
CleanJapan: Value or Value Trap | 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! | 8/24/11 | Free | View In iTunes |
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CleanA Refreshing Investment | The Wise Investor Group devotes almost the entire show to why they see an investment opportunity in Pepsi (PEP). Within this discussion, they will cover why share of Pepsi have recently sold off, the bull and bear investment case, and what they see as future catalysts for this newest holding. They also highlights the macroeconomic issues in China and what they mean for the global economy, today and tomorrow. | 8/24/11 | Free | View In iTunes |
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CleanSummer School: Financial Planning & Asset Allocation | This summer Randy is doing a series of Summer School shows, sharing his knowledge and lessons of being a value investor. This week he discusses why everyone needs a financial plan and an asset allocation. Many times investors dismiss the need for planning, but Randy gives listeners reasons why they need a plan, or as he calls it a “financial road map”, and points listeners in the right direction. | 8/24/11 | Free | View In iTunes |
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CleanConcentrated Positions | Often times investors overlook concentrated positions because of sentimental reasons or simply because the investment has done very well for them in the past. Randy devotes much of the show to discuss the behind the scenes risk, tax implications, portfolio performance, and why concentrated positions can do more harm than good. Tune in to hear Randy help you think more “outside the box” regarding such positions you own or will inherit. | 8/24/11 | Free | View In iTunes |
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59 |
CleanStocks With Bond Characteristics | Randy discusses the equity and income markets recent volatile actions and shares his thoughts on what message they are sending investors. He also spends time discussing one of his most recent equity purchases, but it has characteristics of a bond. A holding that stands to do well in good and bad times. Tune in to find out what Randy is investing his and clients money in looking to make some dough. | 8/24/11 | Free | View In iTunes |
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60 |
CleanCore Investment Values | 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. | 8/24/11 | Free | View In iTunes |
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61 |
Clean"Soft Patch" or Recession | With the markets continuing to gyrate, Randy discusses what the underlying driving forces are, suggests to watch the price action of the S&P as it may foreshadow whether or not the domestic economy is entering a “soft patch” or recession, and puts into context what yesterday’s Fed comments mean to investor and your portfolio. In addition, he will discuss where there could be some future pockets of investment opportunities and what defensive stocks he continues to buy despite their volatile price swings. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 8/24/11 | Free | View In iTunes |
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62 |
CleanBanking on PNC | As promised, The Wise Investor Group discusses in-depth their buy side rationale for investing in shares of PNC, especially why the risk/reward tradeoff offers a compelling opportunity. In addition, they shed some light on several other more recent investments, highlighting one sporting a dividend yield slightly higher than 7 percent. Tune in to hear about their recent investments, macro comments surrounding economic data and the U.S. debt ceiling and more. | 8/24/11 | Free | View In iTunes |
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63 |
CleanHow to Value Stocks | 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. | 8/24/11 | Free | View In iTunes |
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64 |
CleanHeading Towards Stagflation? | 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. | 8/24/11 | Free | View In iTunes |
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65 |
CleanGlobal Economic Data Flashing a Red Light | 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. | 8/24/11 | Free | View In iTunes |
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66 |
CleanIgnored Investment Opportunities | 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. | 8/24/11 | Free | View In iTunes |
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67 |
CleanBanks: Time to Deposit an Investment? | With the market continuing to gyrate, Randy discusses what’s moving it and where opportunities for investors can be found during these heightened volatile times. As he points out, bank stocks have been nailed recently with investors withdrawing their investments suggesting an investment opportunity may have presented itself. Tune in to hear what stock Randy favors in the banking sector along with some general market commentary. Join Randy each week as he provides current market commentary and delves into timely investment topics. | 8/24/11 | Free | View In iTunes |
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68 |
CleanEarnings Season Preview | 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! | 8/24/11 | Free | View In iTunes |
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69 |
CleanThe Debt Ceiling's Impact on Investments | This week Randy devotes most of the show to discussing the timely U.S. debt ceiling and the options that are on the political table. As he points out, those options will have an impact on the Treasury, equity, municipal, corporate bond, and commodity markets, but the impact will be determined by the ultimate details of the debt ceiling. Tune in to hear several U.S. debt ceiling resolution scenarios and the potential investment implications to your portfolio. | 8/24/11 | Free | View In iTunes |
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70 |
CleanGold: From a Mining Perspective | 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. | 8/24/11 | Free | View In iTunes |
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71 |
CleanApple vs. Microsoft | Randy devotes the entire show to answering emails listeners have sent him in recent weeks. The most common questions he received deals with whether or not Apple is a buy to a value investor. Contrary to popular belief, if investors could only buy one or the other, Randy gives his rationale as to why investors should consider shares of Microsoft, now, rather than purchasing shares of Apple. | 8/24/11 | Free | View In iTunes |
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72 |
CleanFinding "Fair Value" Amid Uncertainty | 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. | 8/24/11 | Free | View In iTunes |
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73 |
CleanVolatility: Friend & Foe | As the volatility continues within the markets, Randy points out investors must keep the long term in mind despite this week’s market action. In fact, he opines what investment opportunities are currently presenting themselves during these volatile times. For this week’s summer school session he shares what he’s reading on a regular basis, as it should help them become better value investors. Tune in to hear Randy’s outlook, investment opportunities, and more. | 8/24/11 | Free | View In iTunes |
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74 |
CleanCritical Inflection Point | Randy dives into the technical chart of the S&P 500. He shares his thoughts as to what the current market chart suggests regarding momentum, where we’re most likely to head from here and possible investment scenarios should the market breakthrough or bounce off current support levels. | 8/24/11 | Free | View In iTunes |
| Total: 74 Episodes |
Customer Reviews
Valuable Market Insight
Randy Beeman and the folks over at the Wise Investor Show really know their stuff. I’ve listened to the Wise Investor Show for a couple years now and I’m excited that it’s now available on iTunes. Randy put what’s currently going on in the economy into perspective and provides insight into what the market is doing – and often into what the market will do. The Wise Investor Show has really shaped my financial future and I highly recommend it! Keep up the great work over there!
These are the experts.
The Wise Investor Group has been calling the markets better than anyone I have heard. I am impressed every time I listen.
Insightful, analytical and logical
I discovered this podcast about 2 weeks ago. I listened to a few prior shows going back to August 08, and found them to be the very informative and insightful. Back in August, not only did Randy and his partners talked about the warning signs they saw for the stock market, but they also explained their sound reasoning behind that belief. I also found Randy’s candid analysis and conclusions based simply on economic data refreshing.
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