Archive for October, 2021
TRENNERT: PAPAYA KING ECONOMICS
Economist and investment strategist Jason Trennert explains why he has always taken to the streets to find out what is really going on in the economy.
FINANCIAL THOUGHT LEADER, JASON TRENNERT ON THE FINANCIAL RISKS OF HIGHER INFLATION & INTEREST RATES
Talk about a seismic shift! Inflation is back with a vengeance. Higher prices are being felt throughout the economy by consumers and businesses alike.
The Consumer Price Index, the most widely followed measure of price moves at the retail level, has just experienced its biggest year-over-year increase since the early 1990s.
Continue Reading »3 DECADES OF INVESTMENT LESSONS LEARNED FROM THE MOTLEY FOOL’S CHIEF RULE BREAKER, DAVID GARDNER
The one constant in life is change, even for great investors. Earlier this year The Motley Fool Co-Founder, David Gardner announced that he was changing his focus. As he told fellow “Fools” as the global online investing community members jokingly refer to themselves:
“….where you place your focus in life matters, and now I am choosing to shift my focus from the stock market and invest time in other endeavors. After nearly 30 years focused on publicly picking stocks, this wasn’t a decision I took lightly.”
It wasn’t a decision The Motley Fool team, members, followers, and at least one member of the financial press, namely me, took lightly either, which is why I wanted to talk to David.
Continue Reading »GARDNER: FINANCIAL FREEDOM MINDSET
The Motley Fool’s Co-Founder David Gardner is taking the online service’s mission to make its members “smarter, happier, richer” to a wider audience through The Motley Fool Foundation. He explains what he calls the financial freedom mindset.
SMALL-CAP INVESTMENT LEGEND CHUCK ROYCE DISCUSSES OPPORTUNITIES IN UNDERAPPRECIATED SMALL CAPS
The exceptional performance of small-company stocks over the last decade has been underappreciated compared to the extraordinary performance of large-cap stocks, which have been propelled by the FAANGs. Small-cap pioneer Chuck Royce explains why small caps deserve renewed attention.
WEALTHTRACK Episode #1815 broadcast on October 08, 2021
Listen to the audio-only version here:
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CHUCK ROYCE
- Founder & Chairman, Royce Investment Partners,
- Lead Portfolio Manager, Royce Pennsylvania Mutual Fund,
ACTION POINT
Find a top-quality small-cap value fund:
- Some Morningstar favorite small-cap value funds:
- Silver rated Boston Partners Small Cap Value II Inv (BPSCX)
- Gold rated Vanguard Small-Cap Value ETF (VBR)
ONE INVESTMENT
SUPERB TRACK RECORD
Buy Quaker Chemical Corporation (KWR)
- Price: $233.19 on 10/6/21
- 52-week range: $185.05 – $301.99
STOCKS MENTIONED
- Independent Bank Group, Inc (IBTX)
- Home BancShares, Inc (HOMB)
- Air Lease Corp Cl A (AL-N)
ARCHIVE
Chuck Royce from the WEALTHTRACK Archives:
WEB EXTRA
RESTORATION WITH A PURPOSE
For decades small-cap investment legend Chuck Royce has dedicated prodigious amounts of time and money on historic restoration projects ranging from individual hotels to entire towns. His guiding principle is it has to have a purpose.
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