Archive for September, 2017

PREMIUM: DAVIS & GOEI

September 21, 2017

VALUABLE GROWTH

A rare interview with two top global investors: Davis Funds’ Chris Davis and Danton Goei explain where they are finding world-class growth at value prices.


WEALTHTRACK Episode #1414; Originally Broadcast on September 22, 2017

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CHRISTOPHER DAVIS

DANTON GOEI

Consuelo MackNewsletter available soon. Mathews Asia

DON’T GET CAUGHT UP IN THE INVESTMENT CRAZE OF THE MOMENT

    LONG-TERM CRITERIA

  • Risk-Adjusted Returns
  • Does the fund cushion you during market declines?
  • Inflation-Adjusted Returns – Does it protect your purchasing power?
  • Consistency of Investment Style & Discipline
  • Diversification of Holdings
  • Attention to Costs

No Bookshelf titles this week.

GOEI: JET ENGINE DOMINANCE

  • Safran SA ADR (SAFRY)
  • Price: $25.21 on 9/20/17
  • 52-week range: $16.45 – $25.69

DAVIS: FOUNDER-RUN BANK

  • Capital One Financial Corp (COF)
  • 
Price: 81.82 on 9/20/17
  • 52-week range: $69.49 – $96.92

Amazon.com Inc (AMZN)

AMZN Chart

AMZN data by YCharts

Alphabet Inc A (GOOGL)

GOOGL Chart

GOOGL data by YCharts

Wells Fargo & Co (WFC)

WFC Chart

WFC data by YCharts

Didi Chuxing (Privately owned)

FedEx Corp (FDX) FDX Chart

FDX data by YCharts



ZTO Express (Cayman) Inc ADR (ZTO) ZTO Chart

ZTO data by YCharts



United Technologies Corp (UTX) UTX Chart

UTX data by YCharts



Safran SA ADR (SAFRY) SAFRY Chart

SAFRY data by YCharts



Alibaba Group Holding Ltd ADR (BABA) BABA Chart

BABA data by YCharts


JD.com Inc ADR (JD) JD Chart

JD data by YCharts

Capital One Financial Corp (COF) COF Chart

COF data by YCharts

This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

This is Danton Goei’s first appearance on WEALTHTRACK. Here’s Chirs Davis from the WEALTHTRACK archives:

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DAVIS & GOEI: ACTIVELY MANAGED ETF PIONEERS

Well over 90% of exchange-traded funds, popularly known as ETFs are based on passive market indexes, but there are a few active managers who have decided to use the ETF structure for actively managed portfolios. One of the pioneers of this innovative approach is third generation value investor, Chris Davis, head of Davis Advisors the parent company of the Davis Funds. In January of 2017, his firm launched three actively managed ETFs reflecting the firm’s nearly five decades of research and investment expertise. They are Davis Select U.S. Equity ETF, symbol DUSA, Davis Select Financial ETF, symbol DFNL and Davis Select Worldwide ETF, symbol DWLD. We asked Davis and fellow Portfolio Manager Danton Goei why they chose to go the active ETF route.

THIS WEEK – VALUABLE GROWTH

September 20, 2017

CHRISTOPHER DAVIS
DANTON GOEI

Co-Portfolio Managers
Davis New York Venture Fund

On this week’s program: A rare interview with two top global investors: Davis Funds’ Chris Davis and Danton Goei explain where they are finding world-class growth at value prices.

WEALTHTRACK PREMIUM subscribers can watch this episoe now.

What Socially Responsible Investing Really Means & Why It Is In So Much Demand

September 16, 2017

This page is here for technical reasons. Please click here for the episode page.

CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE

September 15, 2017

CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE

U.S. Socially Responsible Investments in 2016

$8.72 Trillion

    MORNINGSTAR FAVORITES

  • Calvert Funds
  • Parnassus Funds
  • Parnassus Fund (PARNX)
    Large growth fund
    Strong long-term track record

PARNX Chart

PARNX data by YCharts

Watch the related WEALTHTRACK episode.

ALFANDARY & STREUR: SRI ATTRACTION

September 15, 2017

SRI ATTRACTION

Socially Responsible Investing (SRI)has become much more mainstream in recent years, but when Gabelli’s Christina Alfandary and Calvert’s John Streur got involved it was still a small niche. They each explain what drew them to the values based approach.

Watch the related WEALTHTRACK episode.

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