Emerging Markets: buy or sell?

http://media.blubrry.com/wealthsteading/p/www.wealthsteading.com/podcastepisodes/wsp_269_180711.mp3Podcast: Play in new window | Download | EmbedSubscribe: Google Podcasts | Spotify | Stitcher | TuneIn | RSSEpisode 269:  It’s time for a market review and specifically to discuss contrarian opportunities that I see in Healthcare, Financials and especially International & Emerging Markets. ————————————————————– The Robots are Coming: A Human’s Survival Guide to ProfitingContinue reading “Emerging Markets: buy or sell?”

ESPN Dopes & Dopers?

https://media.blubrry.com/wealthsteading/p/www.wealthsteading.com/podcastepisodes/wsp_255_171220.mp3Podcast: Play in new window | Download | EmbedSubscribe: Google Podcasts | Spotify | Stitcher | TuneIn | RSSEpisode 255:  In this episode I’ll poke some fun at ESPN and discuss how sometimes a company’s value is often disguised by the ineptness of its management. Why Disney is valuable:   https://youtu.be/ouofiSFdtqA ————————————————————– The Robots are Coming:Continue reading “ESPN Dopes & Dopers?”

DOW dog Walmart back in favor

https://media.blubrry.com/wealthsteading/p/www.wealthsteading.com/podcastepisodes/wsp_243_170808.mp3Podcast: Play in new window | Download | EmbedSubscribe: Google Podcasts | Spotify | Stitcher | TuneIn | RSSEpisode 243:  In this episode I review the portion of my portfolio that’s focused on contrarian value positions…many of which are “Dogs of the DOW”. Specifically I use Walmart as a historical reference as to why buyingContinue reading “DOW dog Walmart back in favor”

Now overweight in Contrarian & Value stocks

https://media.blubrry.com/wealthsteading/p/www.wealthsteading.com/podcastepisodes/wsp_240_170714.mp3Podcast: Play in new window | Download | EmbedSubscribe: Google Podcasts | Spotify | Stitcher | TuneIn | RSSEpisode 240:  Today I added three new stocks to the portion of my portfolio that’s focused on a contrarian or value play.  That brings Value up to an overweight of roughly 36% of the portfolio, just behindContinue reading “Now overweight in Contrarian & Value stocks”