Archive for June, 2017

Kleinschmidt: Contrarian Exclusive

June 30, 2017

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INVESTING WHERE YOU DON’T WANT TO BE, WITH TOCQUEVILLE ASSET MANAGEMENT’S CONTRARIAN MANAGER ROBERT KLEINSCHMIDT

June 30, 2017

In an exclusive interview, Tocqueville Asset Management’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be.
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THINK LIKE A VALUE INVESTOR

June 30, 2017

THINK LIKE A VALUE INVESTOR

  • Seek out what is unpopular
  • Frequently best opportunity

WORST PERFORMING S&P SECTOR
(Year-to-date through 6/22/17)

  • Energy -15%
  • Oil & Gas Drilling – 38.3%

Watch the related WEALTHTRACK episode.

KLEINSCHMIDT: SUMMER ENERGY

June 30, 2017

SUMMER ENERGY

Contrarian value investor Robert Kleinschmidt was an oil and gas analyst before becoming a money manager. When we asked him for a summer reading recommendation he returned to the oil patch.

Watch the related WEALTHTRACK episode.

PREMIUM: KLEINSCHMIDT

June 28, 2017

CONTRARIAN EXCLUSIVE

In an exclusive interview, Tocqueville Asset Management’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be.


WEALTHTRACK Episode #1402; Originally Broadcast on June 30, 2017

Explore This Episode

We have compiled additional information and content related to this episode.

ROBERT KLEINSCHMIDT

Consuelo MackNewsletter available soon.
Mathews Asia

THINK LIKE A VALUE INVESTOR

  • Seek out what is unpopular
  • Frequently best opportunity

WORST PERFORMING S&P SECTOR
(Year-to-date through 6/22/17)

  • Energy -15%
  • Oil & Gas Drilling – 38.3%

Panic at the Pump: The Energy Crisis and the Transformation of American Politics in the 1970s

KLEINSCHMIDT: CONTRARIAN PLAY

  • SPDR S&P Oil & Gas Exploration & Production ETF (XOP)
  • Price: $31.50 on 6/28/17
  • 52-week range: $29.89 – $44.97

XOP Chart

XOP data by YCharts

CBL & & Associates Properties Inc (CBL)
CBL Chart

CBL data by YCharts

Tractor Supply Co (TSCO)
TSCO Chart

TSCO data by YCharts

SM Energy Co (SM)
SM Chart

SM data by YCharts

One Investment on 2/5/16: SPDR S&P Metals & Mining ETF (XME)
XME Chart

XME data by YCharts

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

More information regarding WEALTHTRACK transcripts can be found here

Robert Kleinschmidt from the WEALTHTRACK archives:

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SUMMER ENERGY

Contrarian value investor Robert Kleinschmidt was an oil and gas analyst before becoming a money manager. When we asked him for a summer reading recommendation he returned to the oil patch.

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