Tag: episode_1531

GIROUX: PRODUCTIVITY BOOSTER

January 25, 2019

PRODUCTIVITY BOOSTER

Top Portfolio Manager David Giroux recommends a book that he says has improved his and his team’s productivity significantly.

Watch the related WEALTHTRACK episode.

David Giroux on Growing Secular Risks in Companies – Exclusive with Fund Manager of Year Winner

January 18, 2019

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DAVID GIROUX ON GROWING SECULAR RISKS IN COMPANIES – EXCLUSIVE WITH FUND MANAGER OF YEAR WINNER

January 18, 2019

In a WEALTHTRACK exclusive, 5-star manager David Giroux explains why more companies’ businesses are at risk.
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PREMIUM: COMPANY RISKS INCREASING

January 16, 2019

COMPANY RISKS INCREASING

In a WEALTHTRACK exclusive, 5-star manager David Giroux explains why more companies’ businesses are at risk

WEALTHTRACK Episode #1531; Originally Broadcast on Janurary 18, 2018

Explore This Episode

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

DAVID GIROUX

  • Portfolio Manager,
  • T. Rowe Price Capital Appreciation Fund
Consuelo MackNewsletter available soon.
Mathews Asia
Read the book: DEEP WORK: RULES FOR FOCUSED SUCCESS IN A DISTRACTED WORLD by Cal Newport
Deep Work = Concentrated focus on a topic, without interruption for 4 hours +
Recommends unplugging from our smartphones, email, social media and other distractions

“Wring every last drop of value out of your current intellectual capacity.”

Cal Newport, Deep Work







HIGH RISK/HIGH RETURN

Buy General Electric:

    –Extremely undervalued
    –Still has great aviation and healthcare businesses
    –Power business has big secular challenges
    –New CEO, Lawrence “Larry” Culp has turned around many businesses

  • Amazon.com, Inc (AMZN)
  • Alphabet, Inc (GOOGL)
  • EOG Resources Inc (EOG)
  • Concho Resources Inc (CXO)
  • Apple Inc. (AAPL)
  • Microsoft Corp (MSFT)
  • Netflix Inc (NFLX)
  • Waymo LLC = Self -driving subsidiary of Alphabet, Inc
  • Texas Instruments Inc (TXN)
  • Maxim Integrated Products Inc (MXIM)
  • TE Connectivity Ltd (TEL)
  • Lear Corporation (LEA)

This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

HOW DAVID GIROUX DELIVERS STOCK MARKET PERFORMANCE WITH MUCH LESS RISK

A rare interview with T. Rowe Price’s David Giroux. The two-time winner of Morningstar’s Allocation Fund Manager of the Year award explains how he manages market risk.
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PRODUCTIVITY BOOSTER

Top Portfolio Manager David Giroux recommends a book that he says has improved his and his team’s productivity significantly.

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