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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

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Alphabet Inc A (GOOGL)

GOOGL Chart

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Wells Fargo & Co (WFC)

WFC Chart

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Didi Chuxing (Privately owned)

FedEx Corp (FDX) FDX Chart

FDX data by YCharts



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

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United Technologies Corp (UTX) UTX Chart

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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

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

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.

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SOCIALLY RESPONSIBLE INVESTING

he evolution of socially responsible investing. Its meaning and performance, with industry pioneers, Christina Alfandary and John Streur.

PREMIEM: TRENNERT & ZWEIG

September 7, 2017

MARKET RESTRUCTURING

What the huge, fundamental changes in the stock market’s structure mean for investors, with seasoned market observers, Jason Trennert and Jason Zweig.

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August 30, 2017

Top performing money managers respond to the popularity of passive index investing.

PREMIUM: COHEN

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DIVIDEND POWER

An exclusive interview with award winning value investor Hersh Cohen on the compounding power of increasing dividends.
 

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