Archive for November, 2014

GARDNER ON 3D PRINTING

November 28, 2014

As it’s the fund-raising season on public television, we are re-airing a show about a hot investment area – alternative investments. Alternatives such as hedge funds, now come in a liquid mutual fund form so they can be bought and sold daily on an exchange. They are regulated and transparent, so you know what they own – and the fees are considerably less than hedge funds. Most are available to average individual investors. These Liquid Alternative funds have taken off – their assets have increased ten fold since 2005. Lipper’s Robert Jenkins and Altegris Advisors’ Lara Magnusen discuss the risks and rewards of alternative investments. You can watch the episode here.

Also this weekend, a web exclusive. Brothers Tom and David Gardner, Co-Founders of The Motley Fool, the largest online investment advisory service in the world are always on the lookout for exceptional companies to invest in for the long-term. But every once in a while a new technology comes along, with so much potential, that it’s hard to determine who the ultimate winners and losers will be. In that case, the “Fools” take a diversified portfolio approach, investing in several companies involved. I asked CEO and “Head Fool,” Tom Gardner about the business they are calling the “next industrial revolution”: 3D printing. Continue Reading »

PREMIUM: GARDNER ON 3D PRINTING

November 26, 2014

As it’s the fund-raising season on public television, we are re-airing a show about a hot investment area – alternative investments. Alternatives such as hedge funds, now come in a liquid mutual fund form so they can be bought and sold daily on an exchange. They are regulated and transparent, so you know what they own – and the fees are considerably less than hedge funds. Most are available to average individual investors. These Liquid Alternative funds have taken off – their assets have increased ten fold since 2005. Lipper’s Robert Jenkins and Altegris Advisors’ Lara Magnusen discuss the risks and rewards of alternative investments. You can watch the episode here.

Also this weekend, a web exclusive. Brothers Tom and David Gardner, Co-Founders of The Motley Fool, the largest online investment advisory service in the world are always on the lookout for exceptional companies to invest in for the long-term. But every once in a while a new technology comes along, with so much potential, that it’s hard to determine who the ultimate winners and losers will be. In that case, the “Fools” take a diversified portfolio approach, investing in several companies involved. I asked CEO and “Head Fool,” Tom Gardner about the business they are calling the “next industrial revolution”: 3D printing.

PREMIUM: KLEINSCHMIDT

November 24, 2014

Contrarian Value


Tocqueville Fund’s Robert Kleinschmidt prides himself on being an independent thinker. In his exclusive interview with WEALTHTRACK he does not disappoint. While the rest of Wall Street has been expecting the Federal Reserve to raise interest rates he says they won’t, and while most investors run from troubled stocks he finds gems among them. His deep value approach has generally worked. Under his stewardship, the 4-star rated Tocqueville Fund has delivered market and category beating returns.

CORPORATE RESPONSIBILITY?

November 21, 2014

It is winter fund raising season on public television which means that WEALTHTRACK might be pre-empted on your local television station.

We are revisiting an exclusive interview we had with the Fairholme Fund’s Bruce Berkowitz this fall. Berkowitz is a Great Investor who always generates a great deal of interest and controversy because of his deep value and extremely “concentrated” investment approach. This time was no exception! The week after the interview a Federal Court judge dismissed a lawsuit Fairholme and others had filed against the U.S. Treasury Department over its 2012 decision to take all of the profits generated by mortgage giants Fannie Mae and Freddie Mac. Fairholme has a big position in both. In a message to shareholders Berkowitz said we “strongly disagree with the court’s conclusions,…and will continue to pursue our legal rights”…including continuing another lawsuit to obtain “just compensation” for minority shareholders. Continue Reading »

PREMIUM: CORPORATE RESPONSIBILITY?

November 19, 2014

It is winter fund raising season on public television which means that WEALTHTRACK might be pre-empted on your local television station.

We are revisiting an exclusive interview we had with the Fairholme Fund’s Bruce Berkowitz this fall. Berkowitz is a Great Investor who always generates a great deal of interest and controversy because of his deep value and extremely “concentrated” investment approach. This time was no exception! The week after the interview a Federal Court judge dismissed a lawsuit Fairholme and others had filed against the U.S. Treasury Department over its 2012 decision to take all of the profits generated by mortgage giants Fannie Mae and Freddie Mac. Fairholme has a big position in both. In a message to shareholders Berkowitz said we “strongly disagree with the court’s conclusions,…and will continue to pursue our legal rights”…including continuing another lawsuit to obtain “just compensation” for minority shareholders.

You can re-watch that episode here.

Three Financial Thought Leader Views

For our online viewers we are tackling one of the most debated issues in business, what is the primary responsibility of corporations. Is it to maximize shareholder value as it is now, or also serve the interests of other stakeholders including customers, suppliers, employees and the community? We posed that question to three recent WEALTHTRACK guests, Professor Richard Sylla, professor of the history of financial institutions and markets at New York University’s Stern School of Business and co-author of The American Corporation, a research paper on the topic, Tocquevile Fund’s Robert Kleinschmidt and Gotham Funds’ Joel Greenblatt. We started by asking Sylla for the historical perspective.

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