Archive for July, 2013

DAVID WINTERS: FIRST CLASS MERCHANDISE AT BARGAIN PRICES!

July 19, 2013

Emerging markets have substantially underperformed the U.S. stock market over the last two years. There is one area however where emerging markets, particularly those in Asia, South America and China continue to shine: demand for luxury goods. Bain & Company reports that the so called “HENRYs” (High Earnings, Not Rich Yet) consumers in those markets are becoming a “new baby boom sized generation” for luxury goods. That is the sweet spot for this week’s Great Investor guest, David Winters. Winters is the Portfolio Manager of the value-oriented Wintergreen Fund which he founded in 2005. Since inception this go anywhere, invest in anything fund has outperformed the market and its mutual fund category. Continue Reading »

David Winters Transcript 7/19/2013 #1004

July 19, 2013

CONSUELO MACK: This week on WealthTrack, investing in a global shopping spree. Wintergreen Fund’s Great Investor David Winters looks for bargains among the high end luxury brands favored by the up and coming emerging market consumer. Where is he finding the most valuable jewels? That’s next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. Contrary to popular belief, the grass is not always greener on the other side. As a matter of fact when it comes to the economy and stock markets right now the U.S. is looking relatively rosy.

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THE KEY ROLE OPTIMISM PLAYS IN INVESTMENT SUCCESS

July 19, 2013

David Winters, Portfolio Manager and founder of the Wintergreen Fund describes the key role optimism plays in investment success.

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DO WOMEN OVER 50 NEED LIFE INSURANCE?

July 19, 2013

Next.Ave.logo.name.squareSome are keeping their traditional policies for surprising reasons, but financial pros are keen on a combo plan with long-term care benefits.

by Kerry Hannon, Next Avenue

My question of the day is this: Do women over 50 need life insurance?

The topic was recently batted around on Consuelo Mack WealthTrack, the personal finance and investing program that airs on public television stations around the country.

Mack’s discussion with InvestmentNews contributing editor Mary Beth Franklin and certified financial planner Erin Botsford, chief executive of the Botsford Group, began by covering familiar territory.

The show noted, for example, that 50 percent of women fear becoming a bag lady and that 18 percent of divorced women over 65 are living below the poverty level.

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Stephen Smith Transcript 6/14/2013 #951

July 17, 2013

CONSUELO MACK: This week on WealthTrack, maverick bond investor Stephen Smith studies countries and currencies around the world to find bonds worth investing in. What’s he collecting now for his top performing Brandywine Global Opportunities Bond Fund? A WealthTrack exclusive with Great Investor Stephen Smith is next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. How worried are you about the bonds in your portfolio? If you have been listening to many of our WealthTrack guests, you are probably very concerned. Several of our recent Great Investor guests have called the bond market extremely dangerous and risky. After a thirty plus year bull market in bonds, they see little upside and plenty of downside potential. Of course they are mostly referring to the U.S. bond market, U.S. treasury securities in particular, which have already seen signs of weakness.   Continue Reading »

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