Tag: premium

PREMIUM: PETRIE

October 23, 2019

FOSSIL FUEL PRESSURE

Political & economic pressures on oil & gas stocks. Industry veteran Tom Petrie’s reality100 check

PREMIUM: VITRANO

October 9, 2019

GROWTH PROTECTION

Growth stocks with downside protection from the award-winning growth fund manager, Margaret Vitrano.

PREMIUM: VOTAVA

October 2, 2019

AVOIDING COSTLY MEDICARE MISTAKES

It’s estimated that 95% of seniors are paying too much for Medicare coverage.  Today, men and women who retire at 65 can anticipate living another 25, 30 or even 40 years – all of those years receiving Medicare benefits and contributing to them.  On this week’s WEALTHTRACK, healthcare expert Katy Votava, president of Goodcare.com and author of Making The Most Of Medicare: A Guide For Baby Boomers explains what you need to know to maximize those benefits and avoid overpaying.

PREMIUM: ROYCE – SMALL CAP REVIVAL

September 25, 2019

SMALL CAP REVIVAL

Small company value stocks are coming back. Royce Funds’ small-cap pioneer Chuck Royce explains why.

PREMIUM: CHUCK DE LARDEMELLE

September 19, 2019

GOLDEN PROTECTION

This week’s guest is known for assiduously avoiding market risk. He is a global value manager, Chuck de Lardemelle, a founding partner of International Value Advisers, known as IVA, which he and his partner launched in the depths of the financial crisis in 2008.
De Lardemelle is a co-portfolio manager of their two mutual funds IVA Worldwide and IVA International. Although both funds lag their benchmarks in bull markets they protect in declines and have thus earned Morningstar’s Silver Medalist analyst rating for their “cautious, patient strategy” making them “a valid long-term choice for wary investors.”
IVA describes its strategy as “winning by not losing and looking to assess risk and try to avoid it wherever possible…”

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