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PREMIUM: DREIFUS

February 8, 2017

SMALL TREASURES

Small company stocks roar back! Will the rally last? An exclusive interview with a great small cap investor, Royce Special Equity Fund’s Charlie Dreifus.

PREMIUM: HARTNETT

February 1, 2017

THE GREAT ROTATION

The “Great Rotation.” In an exclusive interview Bank of America Merrill Lynch’s Chief Investment Strategist, Michael Hartnett describes the mega changes occurring in the global economy and what they mean for investors.

PREMIUM: GRANT

January 25, 2017

DIFFERENT INVESTMENT WORLD

A different investment world. Financial Thought Leader, James Grant, Editor of Grant’s Interest Rate Observer declares the 35 year bull market over and sees few opportunities to replace it.

PREMIUM: DE VAULX

January 19, 2017

INVESTMENT CHALLENGE

Veteran value fund manager, IVA Advisers’ Charles de Vaulx explains why he has nearly 40% of his portfolios in cash.

WEALTHTRACK Episode #1331; Originally Broadcast on January 20, 2017
Listen to the audio only version here:

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CHARLES DE VAULX

  • Chief Investment Officer,
  • International Value Advisers, LLC

Consuelo MackNewsletter available soon. Mathews Asia

CONSIDER THE VALUABLE ROLE CASH CAN PLAY IN YOUR PORTFOLIO

No Bookshelf titles this week.

DE VAULX

Valuable Japanese Pharmaceutical

  • Astellas Pharma Inc ADR (ALPMY)
  • Stock price: $13.53
  • 52-week range: $12.50-19.40 (as of 1/18/17)
Astellas Pharma Inc ADR (ALPMY) ALPMY Chart

ALPMY data by YCharts

Bolloré SA (BOIVF) BOIVF Chart

BOIVF data by YCharts

Sodexo SA ADR (SDXAY) SDXAY Chart

SDXAY data by YCharts

Nestlé SA ADR (NSRGY) NSRGY Chart

NSRGY data by YCharts

Expediters International of Washington, Inc. (EXPD) EXPD Chart

EXPD data by YCharts

Download the transcript included in the WEALTHTRACK PREMIUM subscription here. [pdf]

More information regarding WEALTHTRACK transcripts can be found here

This is Charles de Vaulx first appearance on WEALTHTRACK.

EXTREME DISRUPTION

International Value Advisers’ is holding nearly 40% of its portfolios in cash. Why are they taking such an extreme position in both their IVA Worldwide and IVA International Funds? Portfolio manager Charles de Vaulx says in his more than 30 year investment career he has never seen so much disruption in so many industries.

PREMIUM: HYMAN & MCLENNAN – Part 2

January 11, 2017

NEW FINANCIAL WORLD – GLOBAL OUTLOOK 2017

In part 2 of our exclusive interview with Wall Street’s number one economist Ed Hyman, and top global investor Matthew McLennan we look at the dramatic financial changes occurring around the world and what they mean for business and investors.

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