Matt kohrs charles payne11/1/2023 charles: real quickly, what's the name going to be? i know you know. i think that's why investors haven't really budged. paypal going after pinterest is really going after the meta-verse economy, that's where facebook wants to be going forward, and i think you're going to see some action in that area. they're about to change their name next week. and more importantly, where the oversight board's coming in, they're trying to keep facebook from getting into banking. the cross-check issue that's going on where millions of people don't follow the rules with facebook and were allowed to get away with it, that was a big issue. They've been able to shake off everything. people are waking up to the fact that we're importing inflation. the white house is looking to alternative ways to raise money. that is what he keeps saying but internal opposition how we foot the bill might derail the whole thing. charles: president biden wants the public to know his spending plans will cost zero. charles: listen, with he all believe in investing owning great companies, particularly great american companies, it helps the stock if they keep most of the profits, not have to fork it over, have it confiscated. that will be very, very good for the stock market. biden's administration better hurry up to get done what they need to get done because it will be increasingly difficult as governments potentially more split in the united states. i guess heading into the midterms next year mr. we never like to see the government get involved. Thanks to fiscal and monetary stimulus, went and bought the right stuff meaning companies. when one area is oversold, you want to come in to swoop up the high quality areas with very strong dissendability of earnings, low volatility of earnings, return on equity, cash flow, return on invested capital in the positive side. your prior guest talked about high quality. i think you have to have a high quality tilt on that. where are you on the whole value, growth debate right now? > our view on value and growth actually hasn't changed. it felt like you were changing your mind with respect to the composition of the next leg higher. charles: with that in mind though, brian, last time we spoke obviously you were bullish. some of the sideshow stuff from this year, meme stocks or the spacs or any of that, kind of just really speaks volumes to why you should be a fundamental investor and why you should focus on u.s. we still need to see people, investors engaged in this charles. the minutes came out of the fed, the fed minutes. five-year break even, great gauge for future inflation, keeps edging higher and higher. that is actionable help that a lot of viewers need. the companies if they miss, they're still going up, they're most likely continue to go up. they're the ones we really want to think about getting out. those are the companies that have gotten most beaten up, obviously very early in the earnings season. another thing is if they have missed multiple times in the past three quarters and this is like the fourth quarter that they missed, if they're having repetitive history of not being able to operate coming out of the pandemic, it is another reason to say you know, my investment thesis is wrong. Stock that hasn't participated in the october rally, that already has been down, earnings season is most likely continue to bring them down.
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