Left Brain Thinking: Recent Episodes
Brian Dress
Left Brain Thinking highlights the securities analysis of Left Brain Investment Research and the logical approach that the firm brings to creative investment ideas. Each week, you'll get Left Brain's take on specific stocks and bonds. Tune in to experience the disciplined decision-making and independent thinking that powers the firm’s search for profitable investment opportunities.
In this episode, Left Brain Wealth Management Founder & CIO Noland Langford and Director of Research Brian Dress sit down for their Q2 2026 Investment Committee debrief. On the surface it was a strong quarter, the S&P 500 was up 14.9%, but the conversation goes well beyond the scoreboard. Noland and Brian unpack where capital actually flowed, why the AI buildout is spreading past the chipmakers, and a form of hidden concentration that may be sitting inside a portfolio that looks perfectly diversified.
Topics covered:
• The Q2 scoreboard and the story it doesn't tell • Where money actually flowed this quarter, and what got left behind • Is AI in a bubble? A straight answer • The AI budget tradeoff: a CEO/CIO breakdown of hardware versus software spend • Beyond the chipmakers: where the next AI winners may emerge • Hidden concentration: how you can own hundreds of stocks in an index fund and still be under-diversified • Gold, silver, and Bitcoin: the safe haven stress test • Oil and the Iran question • SpaceX and the IPO pipeline • Research spotlight: Oracle • What the committee is watching heading into Q3 Resources mentioned: • Watch the full video: Left Brain Wealth Management YouTube channel • Already a Left Brain client? Bring your outside accounts, old 401(k)s, and company stock into the conversation. • Not yet a client? Book a free 30-minute call: https://tinyurl.com/Book30MinutesWithLeftBrain
Left Brain Wealth Management, Naperville, IL, leftbrainwm.com, 630-517-9300
Chapter markers:
0:00 Cold Open: The AI Buildout 0:50 Welcome to the Left Brain Investment Committee 1:24 The Quarter That Was (Q2 Scoreboard) 4:54 Where Money Flowed in Q2 8:56 Is AI a Bubble? 10:58 The AI Budget Tradeoff (Hardware vs. Software Spend) 14:27 Beyond the Chipmakers: The Next AI Winners 20:31 Hidden Concentration: What Your Index Fund Isn't Telling You 27:44 Gold, Silver & Bitcoin: The Safe Haven Stress
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Full Disclosure No Client or potential client should assume that any information presented or made available on or through this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Additional information about Left Brain is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary (Form CRS), which are available online via the SEC's Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov/firm/summary/170348.
Brian Dress and Noland Langford walk through everything executives need to know about their equity comp packages, from the basics of RSUs, stock options, and ESPP, to vest day tax implications, the job change trap, and what building a real equity compensation plan actually looks like.
In this episode: • The three types of equity comp and what makes each different • What vest day actually means (and why it matters more than a calendar reminder) • The tax withholding gap and other hidden costs • Expensive mistakes executives make around vesting • The job change trap: options expiration windows and negotiating equity you're leaving behind • Underwater options: how to think about them • What a real equity comp plan looks like, and how to start building one
Chapters: 00:00 Cold Open 00:56 Introductions 01:40 The Three Types of Equity Comp 03:53 What Actually Happens on Vest Day 06:00 Expensive Mistakes Around Vesting 09:06 Hidden Costs: The Withholding Gap and Concentrated Stock 13:49 Stock Options: What Executives Need to Know 16:11 The Job Change Trap 17:30 Underwater Options 18:53 What a Real Equity Comp Plan Looks Like 22:09 Closing Thoughts
Links mentioned: • Book a free 30-minute consultation: https://tinyurl.com/Book30MinutesWithLeftBrain • Free guide, Executive Guide to Managing Company Stock: Download the Executive Guide • Watch on YouTube: https://youtu.be/vWWGAbpPvDU
Left Brain Wealth Management is an independent wealth management firm based in Naperville, Illinois, specializing in financial planning for corporate executives. Full Disclosure: No Client or potential client should assume that any information presented or made available on or through this video should be construed as personalized financial planning or investment advice.
Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
Additional information about Left Brain is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary (Form CRS), which are available online via the SEC's Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov/firm/summary/170348.
In this episode of Fundamentals of Investing, Brian Dress and Noland Langford tackle one of the most common (and most overlooked) financial challenges facing corporate executives: what to do when your company stock becomes a dominant part of your net worth.
They cover the full picture of equity exposure (RSUs, stock options, ESPP, deferred comp, and 401(k)), walk through the real math of concentration risk, and offer a practical framework for when and how to start diversifying, including how to think about the tax implications without letting them drive the decision.
Topics covered:
- Why high concentration is so common among executives (and why it often goes unexamined) - How to stress-test your position before the market does it for you - Long-term capital gains vs. ordinary income: what the rates actually mean for your decision - Dollar-cost averaging out: the simplest path to reducing concentration over time - The lifetime financial model: a framework for making the decision analytically, not emotionally
Resources mentioned:
[Watch the episode on YouTube here →] https://youtu.be/nT2NpdtIa1Q
[Download the free Executive's Guide to Equity Compensation →] https://leftbrainwm.com/theexecutiveguide
[Book a free 30-minute review with Brian →] https://tinyurl.com/Book30MinutesWithLeftBrain
Full Disclosure No Client or potential client should assume that any information presented or made available on or through this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Additional information about Left Brain is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary (Form CRS), which are available online via the SEC's Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov/firm/summary/170348.
I n this episode, Left Brain Wealth Management CEO Noland Langford and Director of Research Brian Dress address one of the most painful and underserved situations in executive finance: your concentrated company stock position is falling — and you don't know whether to act or wait.
Noland and Brian walk through the psychology of why executives get stuck, the real options available beyond "sell everything or do nothing," and the practical steps you can take right now — even if you're not ready to make a big move yet.
Topics covered:
• The emotional weight of watching your net worth decline in real time
• Why company loyalty becomes a financial liability at the wrong moment
• The tax reality of RSUs: ordinary income on the way in, capital loss on the way out
• The anchoring trap and how to reframe your thinking
• How to talk to your spouse about this before it becomes a crisis
• What documents to bring to a first advisor meeting
• Questions every executive should ask a potential financial advisor — and the red flags that disqualify one
Resources mentioned:
• Book a free 30-minute call with Brian Dress: https://tinyurl.com/Book30MinutesWithLeftBrain
• The Executive's Guide to Managing Company Stock (free e-book): https://leftbrainwm.com/theexecutiveguide
• Left Brain Wealth Management: leftbrainwm.com | 630-517-9300
If you work at a publicly traded company and receive any form of equity compensation, RSUs, stock options, ESPP, or deferred comp, this episode is for you.
Brian Dress and Noland Langford walk through the executive diversification trap: how concentration in employer stock builds gradually, why it is so hard to act on, and what a structured plan to address it actually looks like.
Topics covered:
• How a $200K salary can represent $6 million or more in future earnings power • Golden handcuffs: what they are and what they cost you • The FOMO psychology that keeps executives stuck on both winners and losers • Why selling everything at once is almost never the right answer • Deferred compensation: the most underused executive benefit • How to think like an investor, not an employee
Resources mentioned:
Watch the full episode here via YouTube: https://youtu.be/-urw560-Sts Executive's Guide to Company Stock: https://leftbrainwm.com/theexecutiveguide
May 27 Estate Planning Webinar (free, recording available): https://tinyurl.com/May27EstatePlanningWebinar
Schedule a no-cost, no-obligation consultation: https://tinyurl.com/Book30MinutesWithLeftBrain
Left Brain Wealth Management. Independent, Objective, Unbiased.
Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance has no guarantee of future results.
This video is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date noted above and may change as subsequent conditions vary. The information and opinions contained in this video are derived from proprietary and nonproprietary sources deemed by Left Brain Wealth Management, LLC ("Left Brain") to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Left Brain), its principals, employees, agents or affiliates. This video may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information in this video is at sole discretion of the reader.
Please consult with your Left Brain financial advisor to ensure that any contemplated transaction in any securities aligns with your overall investment goals, objectives and tolerance for risk. In addition, please note that Left Brain, including its principals, employees, agents, affiliates and advisory clients, may have positions in one or more of the securities discussed in this communication or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain has by virtue of its investment in one or more of these securities.
Additional information about Left Brain is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary (Form CRS), which are available online via the SEC's Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov/firm/summary/170348.
Left Brain is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting or tax advice. Left Brain does not provide investment banking services nor engages in principal or agency cross transactions.
Once income crosses $300K, taxes often become one of the largest controllable expenses.
At that level, several things begin to change:
• deductions phase out • equity compensation adds complexity • timing decisions matter more
We recently recorded a discussion covering several of these considerations.
If you'd like to discuss your situation: Set Time on Our Calendar
We're also hosting a live Zoom session covering our views on recent market developments. To sign up, click the link below: https://tinyurl.com/ReserveYourPlaceforMarch31
No Client or potential client should assume that any information presented or made available on or through this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Additional information about Left Brain is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary (Form CRS), which are available online via the SEC's Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov/firm/summary/170348.
For 15 years, buying the dip worked. That conditioning may now be a liability. Defensive sectors are leading.
Growth multiples are compressing. For more than a decade, markets rewarded a simple discipline: buy the dip. It worked. But leadership is rotating. Growth multiples are compressing. Defensive sectors are leading. Financials aren't responding to favorable backdrops. Gold is rising. Bitcoin isn't acting like digital gold.
This doesn't automatically signal collapse and we don't think there is any reason to panic. But it does raise a more important question: Is the environment that rewarded dip-buying still intact?
In this episode of Fundamentals of Investing, we discuss: • Multiple compression in growth stocks • Why defensive sectors are leading • Interest rate uncertainty • The cost of sitting in cash • Managing concentrated stock exposure • Why we're prioritizing predictability and durability If you manage meaningful capital, this is a timely conversation.
Register for our March 31 Strategic Adjustments Briefing: https://go.levitate.ai/?s=0d6fRcNnpH&source=event
Download our Income Securities Guide: https://leftbrainwm.com/income-securities
Schedule time to discuss your plan for this market with us: https://m.levitate.ai/67de35-5f2c7t/30-minute-meeting-virtual-For-New-Prospective-Clients
Visit our website at https://leftbrainwm.com
"Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. This podcast is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date noted and may change as subsequent conditions vary. The information and opinions contained in this video are derived from proprietary and nonproprietary sources deemed by Left Brain Wealth Management, LLC ("Left Brain") to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Left Brain), its principals, employees, agents or affiliates. This video may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information in this letter is at sole discretion of the reader. Please consult with your Left Brain financial advisor to ensure that any contemplated transaction in any securities mentioned in this video aligns with your overall investment goals, objectives and tolerance for risk. In addition, please note that Left Brain, including its principals, employees, agents, affiliates and advisory clients, may have positions in one or more of the securities discussed in this communication or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain has by virtue of its investment in one or more of these securities. Additional information about Left Brain is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary (Form CRS), which are available online via the SEC's Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov/firm/summary/170348. Left Brain is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting or tax advice. Left Brain does not provide investment banking services nor engages in principal or agency cross transactions."
Executives often focus on salary when evaluating offers. But real wealth (and potentially real risk) usually lives in the equity package.
In this episode, Brian Dress and Noland Langford unpack how to evaluate job offers through a strategic lens, helping leaders avoid costly missteps and uncover long-term value.
Key Topics:
• Why equity comp is often misunderstood, even by seasoned execs • How to compare offers with RSUs, options, and performance shares • The biggest blind spots when changing jobs • Timing and tax insights few people catch
📘 Download our Executive's Guide to Company Stock
📅 The best time to call us is when you're thinking about a move, not after you've already resigned. Book a Strategy Call
🔔 Subscribe for more executive wealth strategies.
Strong results, soft reactions.
In this month's Jarvis Update, CIO Noland Langford and Director of Research Brian Dress review Q3 earnings trends, consumer weakness, AI infrastructure growth, and what executives should evaluate as year-end approaches.
Links:
• Download the Executive Stock Compensation Guide • Download the Income Securities Guide • Schedule a Portfolio Review
Are we really in a bull market? Noland Langford and Brian Dress discuss sector winners, AI-driven growth, and the return of income opportunities in a falling-rate environment.
Watch the full update on YouTube Download the Income Securities Booklet Book a Portfolio Review
To learn more:
https://leftbrainwm.com/ briand@leftbrainwm.com Phone: (630) 547-3316
If you're holding idle cash or searching for a way to replace a paycheck in retirement, this is your wake-up call.
In this episode of Fundamentals of Investing, Left Brain Wealth Management’s Director of Research, Brian Dress, and CEO/CIO Noland Langford explore the often-overlooked power of income securities— investments that deliver steady, dependable cash flow without the stress of stock market swings.
👉 Whether you're:
- Sitting on too much unproductive cash at the bank, - Nearing retirement and need reliable monthly income, or - Looking for alternatives to the equity market “rollercoaster”...
This discussion unpacks how income-generating investments like corporate bonds, high-dividend stocks, closed-end funds, and preferred shares can be a cornerstone of a more stable, tax-smart portfolio.
👉 Download our Free Guide: The Intelligent Investor’s Guide to Income Securities 👉 Gain a deeper understanding of how to strategically deploy income investments in today’s interest rate environment by downloading at: https://leftbrainwm.com/income-securities
👉 Want to see how this fits your financial picture? Schedule a confidential call with our team today. 👉 https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting-virtual-For-New-Prospective-Clients
• https://www.leftbrainwm.com/ • Email: briand@leftbrainwm.com • Phone: (630) 547-3316
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Are you a corporate executive sitting on a growing pile of company stock, but unsure what your next steps should be?
We’ve seen it happen far too many times: executives who build wealth through stock compensation, but ultimately fail to fully take advantage because they lack a well-considered plan. If 10–25% of your net worth is tied to one stock, this is required viewing.
In this episode of Fundamentals of Investing, Brian Dress and Noland Langford walk you through the biggest risks of overconcentration in your company’s equity, and ways to protect (and enhance) your long-term wealth.
As an executive, most likely with a publicly traded company, stock compensation makes up a huge portion of your pay packet. You know that your RSUs and stock options have value. But what you may not know is how much they could be costing you in taxes and lost opportunity.
Download your free copy of The Executive’s Guide to Managing Company Stock – your roadmap for smarter decisions around RSUs, options, ESPPs, and more. Link: https://leftbrainwm.com/theexecutiveguide
Book a strategy session to review your equity holdings in the context of your full financial picture. Link: https://m.levitate.ai/67de35-5f2c7t/30-minute-meeting-(virtual)----For-New-Prospective-Clients
There are plenty of ways to engage us and learn how Left Brain can help you make the most of your equity compensation:
• https://www.leftbrainwm.com/ • Email: briand@leftbrainwm.com • Phone: (630) 547-3316
Chapters:
0:00 Intro 1:06 Rundown 4:03 Risks of Holding Company Stock in a 401(k) 6:27 Net Unrealized Appreciation 8:35 Employee Stock Purchase Plans (ESPPs) 12:45 Restricted Stock Units (RSUs) 16:36 Stock Options 20:54 Combatting Emotional and Behavioral Biases 25:54 Concentration and Illiquidity 30:37 Tax Consequences 33:51 Wrap-up, Contact Us
In this episode, Left Brain Wealth Management’s Brian Dress (Director of Research) and Noland Langford (CEO & CIO) take a level-headed look at the first half of 2025 and explore where smart investors are putting their money right now — without letting political noise cloud their decisions.
We cover:
• The real risks investors are facing in 2025 • Why mixing politics and investing is a dangerous cocktail • Where we see growth potential: AI, cybersecurity, digital ads & more • An overlooked 13% income opportunity with NLY, with the usual caveats that dividend income is not guaranteed contractually by the company who pays it to investors • What to do with idle cash and old 401(k)s
If you’re sitting on cash or just unsure what to do next — let's talk:
• We specialize in working with professionals, retirees, and high-income earners who want a tailored plan for growth and income. • To book a portfolio review or income analysis with us here, use the contact information below • Set a meeting with Brian
Contact us: Brian Dress, CFA Director of Research | Financial Advisor Left Brain Wealth Management briand@leftbrainwm.com (630) 547-3316
0:00 Intro 1:46 Concerns we are hearing from Clients 11:05 Markets vs Washington: The Historical Truth 17:27 Where the "Smart Money" is Going 29:09 Income Securities: The Missing Piece?
Are you a high net worth investor looking to stay ahead of the curve in the age of AI?
Here’s your inside track on how artificial intelligence is transforming enterprise software—and where forward-thinking investors are putting capital to work right now. In this episode, Brian Dress (Director of Research at Left Brain Wealth Management) sits down with our CEO & Chief Investment Officer Noland Langford to share powerful insights from the 2025 SaaStr Conference in San Mateo, California. We dive into: How AI is reshaping the competitive landscape for software companies The next wave of tech innovation—and how to invest before Wall Street catches up Why growth is slowing in some areas and accelerating in others Standout companies like Rubrik, HubSpot, and ServiceNow—and what they reveal about the future Our proven process for identifying high-conviction investment opportunities Left Brain Wealth Management works closely with high net worth individuals and families who are serious about growth, innovation, and proactive wealth strategy. Schedule your complimentary introductory call with us today: https://m.levitate.ai/67de35-5y0b8m?landing=true Like this content? Don’t forget to LIKE, SHARE, and SUBSCRIBE, and click the bell to get notified when new market insights drop.
0:00 Intro 1:20 Should You Make Changes Post-Election? 2:42 Topic 1: Preparing for a New Administration 5:20 Should You Be Looking at Financials? 8:34 Questioning International Investment Exposure 11:03 Where Can We Expect Outperformance and Underperformance in 2025? 14:39 Topic 2: Talking Interest Rates 19:05 What's New for Left Brain in 2025
New year, new us! We are excited to come to you with the first video of 2025 and in a brand new format. Our plan is to bring you videos of a higher production quality, but there will be some hiccups along the way.
We beg your pardon for less than stellar audio on our first effort from our brand new studio! We welcome your feedback on the new format, so please leave a comment below!
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss trends and strategies in 2025. We look to address a question we've been hearing often "Should You Make Changes to Your Portfolio with a New Administration on the Way in to the White House?" If you're familiar with the Left Brain philosophy, we seek not to mix our investing with our politics.
Noland and Brian look at a few areas of potential outperformance (and underperformance) in a new political environment.
We close out the video with a discussion on the interest rate environment, along with what you can expect from Left Brain in 2025!
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth using our calendar link
Website: https://leftbrainwm.com/
Email Brian at briand@leftbrainwm.com for details on how you might position your portfolio to take advantage of key trends in 2025 and beyond!
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 0:56 Recapping the Year for the Market's Best Performers 2:28 How to Respond When Your Stocks are Up Significantly 3:59 Topic 1: Debunking "Too High, Too Fast" 13:39 Topic 2: Alternatives if You Can't Stomach Staying Long 16:40 Bonus: Another Income Idea
In speaking with clients over the last few weeks, one theme keeps coming up in discussions. Many of their portfolio stocks have made sharp, quick moves higher, prompting two key questions: "Are these stocks too high, too fast? Should I sell?"
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, do their best to debunk the myth of "too high, too fast". We look at 5 stocks early in the video, 4 of which have seen stock prices increase by more than 100% in 2024 alone.
Noland looks back on his considerable experience as both an advisor and an investor to share wisdom he's learned over the years in how to deal with such fortuitous circumstance. He urges investors to allow the "magic" of their best growth stocks to play in their favor. The takeaway: stocks that move high often have a great chance to continue their strong performance over the years.
We have a keen understanding from working with investors that our optimistic viewpoint doesn't fit with every personality. For those investors, we offer an alternative, diving deeper into our income securities project, which we have been building diligently over the last six months.
For those who make it to the end of the video, we cover one of our favorite income securities, which we wrote up this week.
If you still have cash building up in checking, savings, CDs, or elsewhere on the sidelines, now is the time to consider finding it a new place to grow.
Contact us for some ideas of how you can reallocate those funds more productively. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at Brian's Levitate Calendar
Website: https://leftbrainwm.com/
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 0:59 Market Update 3:29 Topic 1: Outlook for New Administration Policy 8:09 Topic 2: Investment Opportunities in the New Administration 11:27 BKLN -- Another Income Security
The US Election is past and we have a definitive winner. There are plenty of implications for health policy, foreign policy, and beyond, but today we are focusing on the implications for our listeners and their investments. The 2 main messages we want to stress are (1) Don’t Do Anything Rash and (2) Don’t Mix Your Politics with Your Investments!
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the changes we expect to see in fiscal policy (taxes and spending), along with the regulatory regime. We expect to see a lighter environment for regulation, along with an administration more favorable to mergers & acquisitions, which is ultimately shareholder friendly.
We also touch briefly on what sectors we expect to perform well in the coming Presidential administration. The episode closes out with yet another income security idea, which you need to watch to the end for the reveal. With interest rates on a bit of a rollercoaster in 2024, we have an idea that should perform well in a rising interest rate, due to its investment in floating rate debt.
We know some of you were holding money on the sidelines waiting for the outcome of the election. With that uncertainty behind us, it's time to put those funds to work. If you still have cash building up in checking, savings, CDs, or elsewhere, let us know.
As interest rates drop, you are taking on more reinvestment risk and we have some ideas of how you can reallocate those funds.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and put cash to work at Brian's calendar
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios, now available for purchase, head to https://leftbrainwm.com/report
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 0:53 A Look Back at the Year to Date 3:52 Topic 1: Investing Around the US Election 7:49 Topic 2: Earnings Season in Full Swing 13:01 Topic 3: BONUS -- Income Securities
We know there are jitters among investors as we move swiftly toward the US Presidential #election. Volatility has kicked up over the last 6 weeks, especially as regards #interestrates.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover our thoughts on the election. You won't hear us pontificating on matters political, but we do share historical data suggesting that the ultimate result of the election is unlikely to make a substantial difference in long-term return expectations.
We also give you our view into the 3rd quarter #earningseason as it continues to unfold. We heard very constructive reports from major tech companies in Netflix (NFLX), ServiceNow (NOW), and Tesla (TSLA). We share thoughts on a few other names, including United Parcel Service (UPS) and a couple blasts from the past in General Electric (GE) and International Business Machines (IBM).
The episode closes out with a bonus Topic 3. As interest rates have drifted lower in 2024, we have been on the hunt for new avenues for income. This has led us to closed-end funds and Brian shares one of our favorites.
If you still have cash building up in checking, savings, CDs, or elsewhere, let us know. As interest rates drop, you are taking on more reinvestment risk and we have some ideas of how you can reallocate those funds.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m?landing=true
Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 0:54 Preview 2:11 Topic 1: Deferred Compensation 8:06 Topic 2: After-Tax Contribution to Retirement Plans 12:45 Topic 3: Net Unrealized Appreciation (NUA)
So you're an executive at work with an excellent benefit plan. Have you sat down with a professional to make sure you are taking full advantage of every aspect of your plan? This edition of Fundamentals of Investing is the second installment of our "Employee Benefits" series.
Working with corporate executives is one of our specialties at Left Brain and there are a lot of aspects to it that you may not have considered. In episode 2, we cover the pieces of your employee benefits package beyond your equity comp. CEO Noland Langford lays out his views of how to build wealth using these three workplace benefits:
(1) Deferred Compensation (2) After-Tax Contribution to Retirement Plans (3) Net Unrealized Appreciation (NUA)
Each carries its own intricacies and your HR department is unlikely to be able to give you advice on how best to manage these benefits. In the latest Fundamentals of Investing series, CEO Noland Langford gives you a crash course on how these benefit plans work and some of the techniques he has used for clients over the years. Helping clients manage these crucial investment decisions has been a specialty of Left Brain since the firm's founding in 2014.
We want to stress that going it alone in managing your employee benefits package could cost you a significant amount of money in the long run, both in taxes and in investment losses. If you are looking for guidance, we would urge you to contact Brian Dress using the information below to set up an initial consultation.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and maximize your employee benefits at Our Calendar
You can call Brian Dress at (630) 547-3316 or email at briand@leftbrainwm.com
To check out our website, head over to https://leftbrainwm.com/
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 1:04 Importance of Optimizing Your Stock Compensation 1:52 Topic 1: Employee Stock Purchase Plans (ESPPs) 7:35 Topic 2: Restricted Stock Units (RSUs) 11:06 Topic 3: Stock Options
Does your benefits plan at work include equity (stock) compensation? If so, there are a lot of nuances and techniques about how best to take advantage of these plans, which can have a large impact on your ability to grow your family's wealth.
There are three main forms of employee stock compensation:
(1) Employee Stock Purchase Plans (ESPPs) |(2) Restricted Stock Units (RSUs) (3) Stock Options
Each carries its own intricacies and your HR department is unlikely to be able to give you advice on how best to manage these benefits.
In the latest Fundamentals of Investing series, CEO Noland Langford gives you a crash course on how these benefit plans work and some of the techniques he has used for clients over the years. Helping clients manage these crucial investment decisions has been a specialty of Left Brain since the firm's founding in 2014.
We want to stress that going it alone in managing your stock compensation package could cost you a significant amount of money in the long run, both in taxes and in investment losses.
If you are looking for guidance, we would urge you to contact Brian Dress using the information below to set up an initial consultation.
Get on Brian's calendar directly to discuss a plan for Building, Growing, and Preserving Your Wealth as you make the most of your employee benefit package.
You can call Brian Dress at (630) 547-3316 or email at briand@leftbrainwm.com To check out our website, head over to https://leftbrainwm.com/
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 1:02 Why Noland is at SaaStr this year 1:40 Topic 1: Recapping 2024 SaaStr 5:24 Topic 2: Trends and Takeaways from SaaStr
Software companies and, consequently, software stocks, have been on a rollercoaster ride over the last three years. Rising interest rates and the emergence of AI are just two of the many challenges facing the software industry.
In this week's Jarvis® Update, we take a slightly different direction than in our normal videos. CEO Noland Langford joins Director of Research, Brian Dress, live from the 2024 SaaStr Conference in San Mateo, CA. SaaStr is a huge gathering of both leading and emerging software-as-a-service (SaaS) companies from all over the world.
Noland is clear that he is attending the conference to look for new investment opportunities for Left Brain clients. Growth is central to the Left Brain strategy and finding new avenues to deliver growth is always a high priority for us.
Noland shares some of the companies that surprised and impressed him most in face-to-face meetings. He also covers themes that seem to be universal in the software business today.
We close out the episode with a lengthy discussion of how AI is impacting the software business, for better or worse.
Topic 1: Recapping the SaaStr Conference Topic 2: Trends and Takeaways from SaaStr
We happen to think growth is important for investors in all phases of life. To hear how we are incorporating what we've learned at SaaStr for our clients, get in touch with us using the contact info below.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and to find longer-term rates of return on your cash, along with avenues of growth here.
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 0:49 Market Recap 1:59 Topic 1: 2nd Quarter Earnings Review 8:36 Topic 2: Is This a Market in Transition?
With 2nd quarter earnings moving toward a close, we are taking inventory of trends developing in the overall markets. Where information technology and communications services were the sectors dominating in the first half of 2024, we are starting to see some new trends developing, as interest rates begin to crest and move lower.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss some of the most market-moving earnings over the past week, including from major players like Nvidia (NVDA), Salesforce.com (CRM), and CrowdStrike (CRWD).
We also note the change in market leadership that has occurred over the past 3 months, as the move in interest rates has been to the benefit of highly interest rate sensitive sectors of the market like real estate and utilities.
Topic 1: 2nd Quarter Earnings Review Topic 2: Is this a Market in Transition?
If you have cash building up in checking, savings, CDs, or elsewhere, let us know. We have been working on a new strategy to generate return on cash you have on the sidelines. Don't hesitate to reach out using the contact info below!
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m?landing=true
Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 0:53 Market Recap 3:44 Topic 1: Earnings Review; Consumer Weakening 7:36 Topic 2: Who Benefits from Lower Interest Rates?
Markets experienced a quick and sharp correction in early August. This was driven at least, in part, by a weakening consumer and a perception that the Federal Reserve has been too slow to cut interest rates.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss the two topics mentioned above. We give our thoughts on how a weakening consumer can impact your investments, along with some of the best areas of the market to take advantage of current trends.
We also take a quick look at the earnings season, which is coming to a close. We saw a mixed bag of earnings in the technology sector, along with an area that appears to be in slowdown mode -- travel.
Finally, with interest rates likely to fall in the coming months, Noland gives his thoughts to investors who have been parking funds in cash like vehicles like CDs and money markets, where rates of return could fall precipitously in the coming months.
Topic 1: Earnings Review; Consumer Weakening Topic 2: Who Benefits from Lower Interest Rates?
If you have cash building up in checking, savings, CDs, or elsewhere, let us know. We have been working on a new strategy to generate return on cash you have on the sidelines. Don't hesitate to reach out using the contact info below!
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and to find longer-term rates of return on your cash at https://m.levitate.ai/67de35-5y0b8m?landing=true
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report. Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 0:45 Market Recap 2:23 Topic 1: Market Rally is Broadening 7:52 Topic 2: Previewing 2nd Quarter Earnings
As summer rolls on, we are coming into the most important time in the investment calendar: Earnings Season
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the change in the markets since the latest Federal Reserve meeting. We have seen two specific sectors of the market gain steam since Chairman Powell signaled that the first rate cut could be coming soon.
We also take a quick look at the earnings from financial companies that have already come in. Noland shares some of the themes he will be watching over the coming few weeks, as earnings start to trickle in from the tech sector.
Finally, we speak about the phenomenon over the last couple years that we have seen play out before and during earnings season.
Topic 1: Market Rally Broadening Topic 2: Previewing 2nd Quarter Earnings
If you have cash building up in checking, savings, CDs, or elsewhere, let us know. We have been working on a new strategy to generate return on cash you have on the sidelines.
Don't hesitate to reach out using the contact info below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m?landing=true
Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report. Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 1:54 Topic 1: Common Scams 5:38 Topic 2: Ways to Secure Your Money (and Data) 10:32 Topic 3: Ways Left Brain is Protecting You 15:57 Key Takeaways
Have you or anyone you know been caught up in financial online scams? It's much more common than you may think! Securing money, data, and our clients' digital footprints has become one of the biggest priorities for Left Brain in the age of technology and artificial intelligence.
Every day, the threat is becoming more sophisticated and more than a few clients of ours have been targeted over the past few years. Having your financial life compromised can cost you hundreds of thousands of dollars, so you can't afford not to take precautions in this area!
In the latest Fundamentals of Investing series, we give you an accounting of the most common scams we have seen in our interactions with clients and through our extensive research on the subject. CEO Noland Langford gives some simple tips and techniques for securing your money and also, your data, which is gold in the digital age. There are a few small changes you can make to your routine that can pay huge dividends in the long run, ensuring that you don't fall prey to any of the latest scams.
Finally, Noland and Director of Research, Brian Dress, discuss some of the concrete steps we are making as a firm at Left Brain designed to help protect your money and your data and keep you safe in world full of "bad guys" trying to separate you from your wealth.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and protect your money and data at https://m.levitate.ai/67de35-5y0b8m?landing=true
To check out our website, head over to https://leftbrainwm.com/
Email Brian at briand@leftbrainwm.com to discuss whether you have a sufficient plan for safeguarding your wealth, both from the "bad guys" and from gyrations in the market.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 1:02 Market Recap 2:23 Topic 1: Bull is Roaring, But the Rally is Narrowing 8:04 Topic 2: Interest Rates, Inflation, and the Consumer
As summer begins, we are back with you with a market update video for the first time in the last six weeks. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss the current state of things and developments since we last released a video.
There is an awful lot to discuss this week. Since markets bottomed in mid-April, the S&P 500 is up roughly 10%, while the tech-heavy NASDAQ is up 15%. But not everything is participating -- weakness in small caps, value, industrials, energy, materials, and software mean that despite an overall bull market, the rally appears to be narrowing.
In Topic 2 we discuss everyone's favorite topic we've been hoping to jettison for years now -- interest rates and inflation. We also chat about the fact that the consumer is feeling the squeeze from high inflation.
Topic 1: Bull Roaring, Rally Narrowing Topic 2: Interest Rates, Inflation, Consumers
If you would like to learn more about our how to take advantage of the current bull market, don't hesitate to reach out using the contact info below!
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:06 Is Real Estate Really "Passive"? 2:20 What About Vacancy? 3:39 More Hidden Costs 5:53 Four Passive Investment Alternatives to Real Estate
Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors. Most important when answering this question is really understanding your goals: are you looking for cash flow? price appreciation? are you in it to own a business?
Without answering this fundamental question, it's hard to develop an investment strategy that makes sense. In the latest Fundamentals of Investing series, we give our analysis of real estate as an investment.
In Part 2 of the series, CEO Noland Langford talks more about the hidden costs of real estate investing. We ask the question "Is Real Estate Investing Really 'Passive'?" and talk about the perils around vacancy.
Finally, Director of Research, Brian Dress, leads a discussion of 4 alternative investments to real estate that are truly passive -- that is, offer similar or better returns to real estate, without the headaches that come along with the property management business.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m?landing=true
To check out our website, head over to https://leftbrainwm.com/
Email Brian at briand@leftbrainwm.com to discuss whether real estate investing or a more markets-based strategy would be a better fit for your goals.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 2:24 What Are Your Goals? 5:10 Hidden Costs of Rental Ownership 6:55 Pros of Real Estate Investing 8:00 Cons of Real Estate Investing
Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors.
Most important when answering this question is really understanding your goals: are you looking for cash flow? price appreciation? are you in it to own a business? Without answering this fundamental question, it's hard to develop an investment strategy that makes sense.
In the latest Fundamentals of Investing series, we give our analysis of real estate as an investment. In Part 1 of the series, CEO Noland Langford covers some of the hidden costs of real estate investing and goes through his list of pros and cons of purchasing rental properties. Director of Research, Brian Dress, shares our cash flow analysis of the true cash returns of owning rental units.
Please tune in next week to Part 2 of the series. Noland will speak more about the challenges of executing a rental portfolio strategy, while offering some alternative asset classes that may provide similar or better returns without the headaches around the rental business.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our website, head over to https://leftbrainwm.com/
Email Brian at briand@leftbrainwm.com to discuss whether real estate investing or a more markets-based strategy would be a better fit for your goals. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 1:34 Market Recap 2:56 Topic 1: Earnings Review -- Things Have Been Changing 6:22 Topic 2: Practical Ways to Respond to the Market Correction
We are smack dab in the middle of the earnings season. Results so far have been mixed and we've seen a few extreme negative reactions.
What has us somewhat concerned is the state of the consumer. Having read earnings results from McDonalds (MCD), Etsy (ETSY), Tesla (TSLA), and specifically Starbucks (SBUX), there is evidence that the consumer is stretched.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the latest earnings reports, both in tech and in consumer-related stocks. Rising interest rates continue to throw a wrench in investors' plans Topic 2 covers some practical tips on how we think investors should approach the latest market correction. Noland closes out the video with one of his favorite income stocks, which has an annual dividend yield of 8.4%! But you'll have to watch all the way to the end to get that name!
Topic 1: Earnings Reports -- Things Appear to be Changing Topic 2: Practical Tips to Deal with the Latest Market Correction
If you would like to learn more about our income strategies and other market thoughts, don't hesitate to reach out using the contact info below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 1:15 Market Recap 3:01 Topic 1: Earnings Season -- The Antidote for the Macro Malaise? 8:52 Topic 2: A Tax-Efficient Income Strategy
It's been some time since we've heard any substantial news about companies and their microeconomics. That's about to change, as we move into earnings season.
Markets have struggled over the past few weeks, as investors look away from business fundamentals and fixate on macroeconomic factors like strife in Israel and Iran, along with interest rates that have been creeping up over the last couple months.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress cover the recent phenomenon that markets have tended to drift lower between earnings seasons, while finding strength when investors are more focused on business fundamentals.
We close out the video in Topic 2, sharing a concept of a tax-efficient income strategy, punctuated by a discussion of our Income Security of the Month!
Topic 1: Earnings Season -- The Antidote for the Macro Malaise? Topic 2: Tax-Efficient Income Strategy
If you would like to learn more about our strategies for putting your finances in order in 2024 and getting excess cash working for you, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report. Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 2:19 Market Recap 4:25 Topic 1: Winners and Losers in 2024 8:31 Topic 2: Previewing the Rest of 2024
The first quarter of the year is now in the books and, boy, did it fly by! After a strong 2023, we have seen an excellent start to the year in markets, with both the S&P 500 and the NASDAQ Composite up double digits.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, review the past three markets. We cover the winners and losers, both and the sector/industry level, as well as the top 5 and bottom 5 performing stocks in the entire market. Based on the data we compiled, we can unabashedly say we are in the midst of a bull market.
We close out the video in Topic 2, discussing our projections for the rest of the year (and beyond). Finally, Noland has some words of wisdom for those with large piles of cash sitting on the sidelines. Hint: it is probably time to consider doing something!
Topic 1: Winners and Losers of 2024 (So Far) Topic 2: Previewing the Rest of 2024
If you would like to learn more about our strategies for putting your finances in order in 2024 and getting involved with the bull market, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 2:18 Market Recap 4:36 Topic 1: Bitcoin "Mooning" but It's Not the Only Growth Engine 7:19 Topic 2: Ways to Take Advantage of the Bull Market
Bitcoin has been dominating the news in recent weeks and with good reason: it's been up more than 60% in the first few months of 2024. But we can't help but notice other trends that are driving huge returns in the conventional stock market -- Artificial Intelligence (AI), Cybersecurity, and Digital Transformation.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover three of the stocks that we follow closely that have posted returns in excess of Bitcoin since January 1. You'll have to watch the whole video to hear about these "super winners".
Noland also discusses his view, informed by the experience of his 25 years in the investment business -- a few of these "super winners" can not just improve your returns, but they can also change your standard of living! We close the video talking about some specific personal finance moves that you can make in order to take full advantage of the bull market that is underway here in 2024!
Topic 1: Bitcoin "Mooning", but AI is the "Real Deal" Growth Engine Topic 2: Ways to Take Advantage of the Bull Market Left Brain
Clients: Don't Forget to Save the Date of Saturday, May 11 for Our Annual State of the Union at the Naperville Morton's!
If you would like to learn more about our strategies for putting your finances in order in 2024 and getting involved with the bull market, get in touch using the links below!
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 2:19 Market Recap 3:43 Topic 1: Giving the Bull Market Some Context 9:50 Topic 2: Action Steps for Investors in Early 2024
We continue to see evidence that the US stock market is in bull territory. This week we dive deeper into the data of 2024's first two months as we look to see what are the true drivers of the bull market thus far.
At the same time, even though we are moving swiftly into March (and Spring soon, hopefully), there is still time for investors to take stock of their financial plan and to take some simple steps to improve their situations.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some moves you can make with your retirement accounts. This week we are stressing reviewing one type of financial contract that we know many clients and other investors are holding -- annuities. Since interest rates have risen over the last two years, there may be a great opportunity for annuity holders to "refinance" their contracts to something more favorable! Make sure you get in touch with your advisor if you are holding an annuity written 5 years ago or longer.
Topic 1: Giving Some Context to the Bull Market Topic 2: Action Steps for Investors in Early 2024
If you would like to learn more about our strategies for getting your finances in order in 2024, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 2:16 Market Recap 5:00 Personal Finance Corner: IRAs and Roth Conversions 6:16 Topic 1: NASDAQ 1990s -- A History Lesson 11:18 Topic 2: Earnings Season -- Trends Are Emerging
Earnings season is coming to a close and a conclusion is emerging -- we are looking at the early stages of a bull market!
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress get out the neon spandex and fanny packs for a look down memory lane back to the 1990s. Specifically, we cover the bull run in the 90s that occurred in the NASDAQ where the index rose by more than 500% in a five year period. Noland gives you his thoughts of the similarities and differences between today's market and the one we saw in the late 90s.
Noland also shares some of the conclusions he has, now that most companies have reported their earnings for the quarter. We have seen some impressive upside moves from companies reporting strong results, which bolsters the bull case!
Topic 1: NASDAQ 1990s -- A History Lesson Topic 2: Earnings Season -- Trends are Emerging
If you would like to learn more about our strategies for taking advantage of a budding bull market, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To learn more about Left Brain and how we help clients, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
The beginning of the year is the best time to make adjustments to your financial plan. This week we wanted to cover some of the most simple, yet effective techniques that we often recommend to clients.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some key moves you can make with your retirement accounts at the beginning of the year.
We also do a quick dive into the beginning of earnings season and Noland shares some of his conclusions after having read a number of the earnings calls coming from some of the world's biggest and most important companies.
Finally, Noland shares with us his Super Bowl pick. Evidently Noland has correctly picked 9 of the last 10 Super Bowl winners (Please Note: this is not audited by any third party, so tail the pick at your own risk!)
Topic 1: Doing the Right (Financial) Stuff in 2024 Topic 2: Earnings Season in Full Swing
If you would like to learn more about our strategies for getting your finances in order in 2024, get in touch using the links below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 2:20 Market Recap 4:39 Topic 1: Putting the Macro Behind Us (For Good) 7:59 Topic 2: What Makes Us Optimistic for 2024
The investing year of 2023 has been a rollercoaster, but we look to be ending the year out on a positive note. Interest rates and inflation have dominated the conversation, but with Federal Reserve Chairman Jerome Powell's press conference this week, it seems evident that the Fed is done with interest rate increases for the current cycle.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss our improving view of the market through the Left Brain lens. With the topics of interest rates and inflation now in the rear-view mirror, we are able to look through the windshield -- we think the next few years could be potentially prosperous for investors that have their money in the market.
We know there has been a sharp and swift move in markets, which has caused some investors to wonder "Am I too late to participate?" Noland shares his views that he thinks the rally may just be beginning and now is a great time for investors to get involved, both in bonds and stocks!
Topic 1: Putting the Macro Behind Us (For Good) Topic 2: What Makes Us Optimistic for 2024
If you would like to learn more about our full list of turnaround candidates and discuss whether they could be a fit for your portfolio as we move into 2024, get in touch with us using the information below. We love speaking with new investors! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our new website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
Investor sentiment has been weak in the second half of 2023, but things have certainly changed for the better in November. Interest rates seem to have topped and we are moving toward the time for the traditional "Santa Claus rally".
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress take a look back on the last three years in the market, which have been challenging for both growth and income investors alike.
With that said, difficult times seem to have set the stage for a potentially profitable time for investors in 2024 and beyond. In this week's second topic, we leave all those challenges behind and take a look forward into 2024 (and beyond).
Noland first gives us his views on what constitutes a turnaround candidate and then shares two of his favorite ideas for 2024 with viewers to close out this week's show.
Topic 1: A Trip Down Memory Lane (2020-2023) Topic 2: What We Are Looking for in Turnaround Candidates for 2024
If you would like to learn more about our full list of turnaround candidates and discuss whether they could be a fit for your portfolio as we move into 2024, get in touch with us using the information below. We love speaking with new investors! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our new website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report
Email Brian at briand@leftbrainwm.com for details.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 0:56 Who Needs an Estate Plan? 1:35 Mistake #1: Not Defining Your Goals 4:23 Mistake #2: Not Getting Beneficiaries Right 5:42 "Five by Five" Power in a Trust 8:11 Mistake #3: Not Considering Your Liabilities 9:57 Mistake #4: Not Updating Your Estate Plan 11:01 Mistake #5 : Going it Along (and Procrastinating!)
When you ultimately pass away, do you want to determine who receives your assets and how? Or would you rather the government or someone else make the decisions?
If your answer to this question was "Yes", then you need an estate plan. To avoid family disharmony, it is important to draw out your estate plan in a way that you know will be executed according to your wishes!
In our latest "Fundamentals of Investing" video, our VP of Investments and personal finance expert Freddy Garcia joined Director of Research, Brian Dress, to discuss the 5 most common mistakes we see in estate planning.
As advisors, we have seen many terrible outcomes for folks who don't have their estate plan in order. Especially with those investors who decide to "go it alone" and not seek professional help with this important life decision, we see procrastination as a huge problem. Often times, life changes like divorce, the death of a beneficiary, or the addition of grandchildren makes changes to the estate plan crucial.
Since one of the biggest problems in estate planning is that the average inheritance is spent down in 2 years, it's logical that people would want to pass down assets in a way that they won't be frittered away frivolously. To that end, Freddy covers some strategies that can help you make sure your wishes are followed to a T.
To learn more about how to create an estate plan that works for you and your family, set time directly on Brian's calendar, call us at (630) 547-3316, or email at briand@leftbrainwm.com
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
0:00 Intro 2:19 Market Recap 5:03 Topic 1: How to Respond to Global Crises 8:45 Topic 2: Earnings Season is Finally Here! 15:05 Bonus Topic: End of Year Tax Management
We continue to experience jittery markets in the month of October, with two major stories continuing to dominate the headlines -- rising interest rates and the raging conflict in Israel and the Gaza Strip.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss the Left Brain philosophy of how we react as investors to major global events like those the world is currently experiencing. While we do take into account major world events, we note that most of the time, we see temporary price changes in securities and often how we want to use the opportunity to add market exposure, rather than to panic sell!
Noland was audibly excited to discuss our second topic this week -- the beginning of the 3rd quarter earnings season. We cover two of the past week's biggest and most important reports -- Tesla (TSLA) and Netflix (NFLX).
We close out with a bonus topic -- tax management. By the time you send your documents off to your accountant in early 2024, it will be too late to do anything about lowering your tax bill; now is the time to act. Noland mentions a couple strategies that we are currently pursuing for clients and that may help you come tax time in April!
Topic 1: How to Respond to Global Events Topic 2: Earnings Season is (finally) here!
If you are feeling jittery about the markets and your portfolio, reach out and we can set up a time to talk in more detail about taking advantage of market weakness to serve your long-term financial plan! To check out our new website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report
Email Brian at briand@leftbrainwm.com for details. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
September is closing out in markets just the way it started -- poorly. This week, we examine the various reasons why investors appear to be on edge. It should come as little surprise that interest rates are at the heart of the angst.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some of the green shoots we do see in the markets, including the reemergence of oil, the beginning of M&A in the tech world, and the fact that we are starting to see IPOs coming back to market.
We preview the upcoming 3rd quarter earnings season and the general topics that we will be watching when companies beginning the earnings reporting process here in a couple weeks.
We close out with a short look at the lighter side of the news this week. Since Brian is a die-hard Chiefs fan, we would be remiss if we didn't discuss the most important news in the world this week: the budding romance between All-Pro Tight End Travis Kelce and international superstar, Taylor Swift. We welcome any Swifties that surf through to our video to learn a bit about investing!
Topic 1: What the **** is Going On Lately? Topic 2: Our Expectations for Q4
If you are feeling jittery about the markets and your portfolio, reach out and we can set up a time to talk in more detail about taking advantage of market weakness to serve your long-term financial plan! To check out our new website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report
Email Brian at briand@leftbrainwm.com for details. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
This week our CEO Noland Langford sat down with an old friend of the show, Chuck Jaffe, for a good old-fashioned stock talk.
Noland starts out the show giving a review of 2023 year-to-date, noting the top-heavy nature of the market over the past 9 months. He mentions that he is looking for opportunities in small and mid-cap stocks, both of which have underperformed in 2023.
Noland discussed some of his favorite ideas in the current market, including DraftKings (DKNG) and two of his best ideas in the oil services and drilling industry: Schlumberger (SLB) and Transocean (RIG).
Chuck closes out the show by running Noland through a gauntlet of five stocks in the Lightning Round, giving you the Left Brain view on some of the stocks on listeners' minds.
We want to thank Chuck and his team for hosting Noland on the show this week. To learn more about the show, "Money Life with Chuck Jaffe", head over to moneylifeshow.com
To set time directly on our calendar for a no-cost, no-obligation consultation with one of our Left Brain advisors, head over to Book Time to Speak with a Left Brain advisor
This week we switch gears from our usual market recap videos to bring you the latest in our Fundamentals of Investing series, discussing a topic that is relevant to literally all families -- Life Insurance.
Most of us know Life Insurance is an essential building block of a comprehensive financial plan, but there are so many options and potential pitfalls that going it alone is a dangerous strategy.
In this week's Jarvis® Update, we welcome VP of Investments, Freddy Garcia, our resident financial planning expert, to cover some of the major mistakes he has seen investors make over his 26 years of financial planning and advisory experience.
As we talk our way though the common errors that folks make with insurance, we come to some key conclusions:
(1) Don't procrastinate, as a single split second event could leave your family in need of a life insurance benefit (2) Don't go it alone -- this is a complicated field, but there are also many novel strategies that can help your family and minimize their tax burden (3) Always review what you have -- life changes, insurance companies change, beneficiaries change. It's not good enough just to buy a policy and stick it in the drawer for decades!
If you are looking to get on top of your insurance situation and achieve peace of mind, both for yourself and your loved ones, please get in touch with us to schedule a meeting! You never know when you will need it. https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
Call Brian directly at (630) 547-3316.
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
The first few weeks of August have been fairly dismal across markets. But we saw some quite impressive earnings reports out of a few AI-related names this week in Nvidia (NVDA), Splunk (SPLK), and Snowflake (SNOW).
This got us to thinking we should share part of the discipline of long-term investing with our followers. Just because stock prices are down temporarily, doesn't mean that we should knee-jerk sell our stocks!
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress cover our thoughts on the conclusion of earnings season, along with our thoughts of how best to handle emotions related to short-term fluctuations in the stock market. Noland keeps it simple: Don't Look at Your Statement so much!
Topic 1: Earnings Season Closes Out
Topic 2: Why We Don't Knee Jerk Sell Into Weakness
With that in mind, if you are still sitting on cash in the bank, now is the time to get invested with stock prices down (temporarily in our view), as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail! To check out our new website, head over to https://leftbrainwm.com/
If you would like more information about our research service, head to https://leftbrainwm.com/report. Email Brian at briand@leftbrainwm.com for details. Get on Brian's calendar directly to discuss a plan for the new bull market at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
Markets were positively buoyant in the first 7 months of the year, with the S&P 500 gaining roughly 17% on the way to August 1. But in the last couple weeks we have seen a slight correction across the market.
With that in mind, along with the inflation data, as well as the rising interest rate environment, we are starting to hear concerns from investors that perhaps the bull market could be over before it started.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, give our answer to the question: "is the bull market intact?" Spoiler alert: we answer in the affirmative and realize that corrections of 5-10% are normal in the context of any bull market.
A few shaky days in the markets are not enough to shake our conviction in the positive direction we have seen in a few key areas in the market. Noland covers his 3 favorite segments of the market: (1) Digital Transformation, (2) Artificial Intelligence, and (3) Digital Advertising.
Finally, Noland covers some thoughts he has for investors wondering how to deal with rising interest rates, especially as regards decisions in real estate.
Topic 1: The State of Our Bull Market Call
Topic 2: How Investors Should Respond to Rising Interest Rates
With that in mind, if you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!
To check out our new website, head over to https://leftbrainwm.com/
If you would like more information about our research service, head to https://leftbrainwm.com/report
Email Brian at briand@leftbrainwm.com for details. Get on Brian's calendar directly to discuss a plan for the new bull market at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
Tax day was just 3 months ago, but we think now is the time to start thinking about how to be tax-efficient for next year!
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover our three favorite tax strategies for investors, along with a fourth bonus strategy that is one of Noland's favorites!
Before we get to taxes, we cover the improving market conditions and our outlook for the 2nd half of 2023 and where we see opportunities continuing to develop. To be clear, we are optimistic that we are in the early stages of a bull market.
With that in mind, if you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!
Topic 1: Outlook for the 2nd Half of 2023
Topic 2: The Top 3 Tax Strategies for Investors
To check out our new website, head over to https://leftbrainwm.com/ There you can sign up to receive our weekly emails and also schedule a free portfolio review with us.
If you would like more information about our research service, head to https://leftbrainwm.com/report. This week we are out with The Chosen, our favorite stock and bond opportunity for each fiscal quarter. Email Brian at briand@leftbrainwm.com for details.
Get on Brian's calendar directly to discuss a plan for the new bull market at https://calendly.com/briandress
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.
We've been as out front as anyone stating our view that we are in the early days of a bull market.
This week we cover one of the biggest turnaround sectors of 2023 -- travel. Whether it be airlines, cruise lines, hotels, or anything tangentially related to travel, it seems to be working. Strength in a consumer sector like travel has us asking: "What Recession?"
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, name a couple of our favorite travel stocks. But before that, we step back for a more general topic -- why we select individual stocks rather than passively investing in index funds. We run through a few facts and figures about the 8th wonder of the world -- compounding.
If you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!
Topic 1: Why We Pick Individual Stocks
Topic 2: Travel Stocks -- What Recession?
To check out our new website, head over to https://leftbrainwm.com/
There you can sign up to receive our weekly emails and also schedule a free portfolio review with us. If you would like more information about our research service, head to https://leftbrainwm.com/report
This week we are offering a special for those interested in becoming a subscriber and receiving 6-8 new stock reports per month and access to our library of 100s of reports. If you subscribe in the next 7 days, you can lock in a $99/month rate ($299 regular price). Email Brian at briand@leftbrainwm.com for details.
Get on Brian's calendar directly to discuss a plan for the new bull market at https://calendly.com/briandress
DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities.
Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.
This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.
THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. Left brain Wealth Management DISCLAIMS ALL EXPRESS AND IMPLIED WARRANTIES WITH RESPECT TO THE REPORT, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF ACCURACY, TIMELINESS, COMPLETENESS, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.
The Report is current only as of the date set forth herein. Left Brain Wealth Management has no obligation to update the Report, or any material or content set forth herein.
It's certainly been a tough road the last 18 months, but finally we see the clouds beginning to part in markets.
We have seen great strength in the growth areas of the market, sure, but things are beginning to widen out and we are ready to make that the call that we are finally back into bull market territory!
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, answer affirmatively that we are looking at the very beginning stages of a bull market. Of course this creates a dilemma for those investors who have been sitting on the sidelines in cash, CDs, and in other "low risk" instruments.
We provide some thoughts for those investors wondering whether or not it is too late to get involved in the market rally. (Spoiler alert: we think it is not!) If you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!
Topic 1: It's Looking Like a Bull Market
Topic 2: What to Do if You are Still Sitting on the Sidelines
To check out our new website, head over to https://leftbrainwm.com/
We would appreciate your feedback! There you can sign up to receive our weekly emails and also leave your information with us if you would like to schedule a free portfolio review with us. If you would like more information about our research service, head to https://leftbrainwm.com/report
Get on Brian's calendar directly to discuss a plan for the new bull market at https://calendly.com/briandress
Boy, are we glad to put the debt ceiling fiasco behind us!
Markets have started to gain steam, both from the resolution of the debt ceiling, but even more because of the continued emergence of AI as an investment theme.
In this week's Jarvis® Update, we cover the new market dynamic we seem to be seeing, especially in the world's largest growth stocks.
From there, CEO Noland Langford and Director of Research, Brian Dress, discuss the massive divergence we are seeing in performance between the world's 10 biggest companies and everything else. The S&P 500, a market-weighted index, is up more than 10% Year-to-Date, while the RSP, the equal-weighted S&P index, is up just a fraction of a percent. We give you our thoughts on whether this dynamic will continue.
We are starting to become more bullish on both the stock and bond markets and we are as optimistic as we have been in some time. If you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!
Topic 1: Market Divergence is Getting Extreme Topic 2: Artificial Intelligence Dominates the Conversation To check out our new website, head over to https://leftbrainwm.com We would appreciate your feedback!
Get signed up to our mailing list to receive all of our investment content (video and written) to your inbox every Saturday morning: https://leftbrainir.com/jarvisnewsletter
For a portfolio review and to learn more about our growing list of fixed income investment opportunities that we are locking in as interest rates start to fall https://leftbrainir.com/free-portfolio-review
Get on Brian's calendar directly to discuss a plan for market recovery at https://calendly.com/briandress
Markets are starting to heat up as earnings season slowly winds down.
In this week's Jarvis® Update, we answer the question that is on many investors' minds as things start to firm up in the financial markets: Is it time to shift from defense to offense?
CEO Noland Langford and Director of Research, Brian Dress, answer that question in the affirmative, as they cover the market events of the past week. We are fully aware of the negative news flow out there, including issues with regional banks and a constant drumbeat calling for an imminent recession. As Brian notes in today's video, everything points to a recession except the data!
We cover the latest earnings, as well as the opportunity we think is created by the enormous divergence between megacap tech stocks and everything else in the market! If you are looking for looking for a strategy to position yourself in the market recovery that appears to be taking shape, don't hesitate to reach out and we can set up a time to talk in more detail!
Topic 1: The Market Climbs a Wall of Worry Topic 2: Let's Talk About Some Good News
Get signed up to our mailing list to receive all of our investment content (video and written) to your inbox every Saturday morning: https://leftbrainwm.com/newsletter
For a portfolio review and to learn more about our growing list of fixed income investment opportunities that we are locking in as interest rates top out https://leftbrainwm.com/contact-us#call-back
Get on Brian's calendar directly to discuss a plan for market recovery at https://calendly.com/briandress
An awful lot happened over the past week in the markets. The week started with another banking wind down in First Republic Bank. But by the end of the week, markets showed excellent resilience, especially after a very strong Friday.
In this week's Jarvis® Update, we briefly cover the macroeconomic events of the banking crisis and this week's Federal Reserve rate hike announcement.
From there, CEO Noland Langford and Director of Research, Brian Dress, dig into the week's torrent of earnings reports. We talk through a handful of earnings reports and our thoughts, along with a pattern that we have seen in a number of the releases.
Many companies we have reviewed announced pretty solid 1st quarter earnings, but decreased guidance led to a number of negative reactions in companies with strong businesses. The takeaway is that stock reactions to earnings are often random. What matters the most is the ongoing trajectory of a business, more than a snapshot in time.
If you still have cash sitting in the bank, now is the time to act to get something locked in with a higher return for a longer duration. Reach out and we can set up a time to talk in more detail!
Topic 1: The Macro Comes Roaring Back into Focus Topic 2: Earnings Season Rages On
Get signed up to our mailing list to receive all of our investment content (video and written) to your inbox every Saturday morning: https://leftbrainir.com/jarvisnewsletter
For a portfolio review and to learn more about our growing list of fixed income investment opportunities that we are locking in as interest rates start to fall https://leftbrainir.com/free-portfolio-review
Get on Brian's calendar directly to discuss a plan for market recovery at https://calendly.com/briandress
This week's market action was pretty boring.
But after a volatile first three months of the year, we are actually happy to see calmer waters in the stock market seas!
All the major indexes were up at least a fraction of a percent this week, with the small cap Russell 2000 index showing outperformance and gaining more than 2% in value over the last week. What's more, we saw the VIX (the volatility index) tick below 18 this week. We haven't seen that low of a volatility print in some time now, suggesting that investors are becoming more comfortable with the market environment.
On this week's episode, CEO Noland Langford and Director of Research, Brian Dress, discuss the week's market events. We have noticed that despite the volatility of the year, where we are seeing steadiness is in the bond markets. Credit spreads have remained narrow in the face of all the recession talk you hear in the media, which suggests to us that things are looking up for 2023 and beyond.
We are moving swiftly into the teeth of earnings season, which began with earnings reports from the world's major banks. Noland shares with us some of the areas he will be watching as we process the deluge of earnings -- tech (specifically the "FANG" stocks), along with financials and small to mid-cap stocks.
Topic 1: A Boring Market -- But Boring Can Be Good Topic 2: Preview of the Q1 Earnings Season
Get signed up to our mailing list to receive all of our investment content (video and written) to your inbox every Saturday morning: https://leftbrainir.com/jarvisnewsletter
If you still have cash sitting in the bank, now is the time to act to get something locked in with a higher return for a longer duration. Reach out and we can set up a time to talk in more detail!
For a portfolio review and to learn more about our growing list of fixed income investment opportunities that we are locking in as interest rates start to fall https://leftbrainir.com/free-portfolio-review
Get on Brian's calendar directly to discuss a plan for market recovery at https://calendly.com/briandress
The first quarter in the markets has been anything but dull.
We've seen volatility in interest rates, Federal Reserve rate hikes, and a mini-banking crisis, but we've still weathered the storm. We are as optimistic as ever, but also with the understanding the prices may not move up in a straight line from here.
The opportunities both in growth stocks and in fixed rate securities are still plentiful, but we see interest rates starting to fall, which means the chance to lock in 7-8% annual return in quality corporate bonds won't be here for much longer.
Take a listen to our first quarter review and the thoughts of CEO Noland Langford and Director of Research, Brian Dress, for the rest of 2023 (and beyond). We welcome your thoughts in the comments and we'd be happy to answer any questions.
If you still have cash sitting in the bank, now is the time to act to get something locked in with a higher return for a longer duration. Reach out and we can set up a time to talk in more detail!
Topic 1: First Quarter in Review
Topic 2: Outlook for the Rest of 2023 (and Beyond)
Get signed up to our mailing list to receive all of our investment content (video and written) to your inbox every Saturday morning: https://leftbrainir.com/jarvisnewsletter
For a portfolio review and to learn more about our growing list of fixed income investment opportunities that we are locking in as interest rates start to fall https://leftbrainir.com/free-portfolio-review
Get on Brian's calendar directly to discuss a plan for market recovery at https://calendly.com/briandress
It's March Madness, but with this week's news, it's hard to tell if we are talking basketball or the banking industry!
On this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss the failures of Silicon Valley Bank and Signature Bank, along with the troubles at First Republic (FRC). We first give our thoughts on how investors with money particularly in regional and community banks should proceed in light of the news.
The most important thing is first to make sure your bank is FDIC insured and second, if you have cash over and above the level of FDIC insurance, you should consider decreasing the concentration of your savings in one institution.
We think, however, that think banking mini-crisis creates opportunity for investors. First of all, we think this episode marks the end of the Fed's rate hiking cycle. We may see one more rate increase next week, but clearly the pace of rate hikes has created a structural problem in the banking industry that means rate increases cannot go on forever.
With rates moving lower (the 2-year US Treasury rate dropped from over 5% to under 4% in just one week!), we are starting to see outperformance in growth and tech stocks. The NASDAQ has consistently performed better than the other indexes in the past few weeks.
Now is certainly not the time for panic. Rather, we are rolling up our sleeves and looking for opportunities, not only in growth stocks. But also we are liking the chances we are seeing to lock in very generous rates of return in corporate bonds before rates start falling again in late 2023.
Topic 1: A Good Old-Fashioned Bank Run -- Should We Expect Contagion? Topic 2: Growth Finds Its Footing
Get signed up to our mailing list to receive all of our investment content (video and written) to your inbox every Saturday morning: https://leftbrainir.com/jarvisnewsletter
For a portfolio review and to learn more about our growing list of fixed income investment opportunities and to hear how we are responding in client accounts to this banking "mini-crisis" head to https://leftbrainir.com/free-portfolio-review
Get on Brian's calendar directly to discuss a plan for market recovery at https://calendly.com/briandress
Earnings season is so crucially important to investors that adhere to a philosophy of investing in the best businesses.
Sometimes earnings reports come out and disappoint the market, causing a stock to fall 10, 20, 30% or more immediately. When a stock you own does this, it can be such a crushing and demoralizing blow.
The question then becomes: What should you do when your stock flames out after earnings?
On this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the some of the latest earnings reports and give you some real world examples of how to answer this question in practice in the context of your portfolio.
We discuss the earnings coming out of some of the companies we follow, including Snowflake (SNOW), Box (BOX), Pure Storage (PSTG), and Teladoc Health (TDOC). In the video, we go through the process we use to determine whether it is time to Buy More, Hold Tight, or Sell, Sell, Sell.
Remember, being a long-term investor means sifting through the short-term noise to find the true trajectory that the BUSINESS is on. If the business is doing well, eventually the stock will follow!
Topic 1: Are Earnings Misses Macroeconomic-Driven or Business Specific? Topic 2: What Should You Do When Earnings Miss the Mark?
Get signed up to our mailing list to receive all of our investment content (video and written) to your inbox every Saturday morning: https://leftbrainir.com/jarvisnewsletter
For a portfolio review and to learn more about our growing list of fixed income investment opportunities, to get more of our detailed thoughts after earnings, and to hear about our stock bounce back list for 2023, head to https://leftbrainir.com/free-portfolio-review
Get on Brian's calendar directly to discuss a plan for market recovery at https://calendly.com/briandress
Are you one of the lucky ones that have had cash building up in your checking or savings accounts over the past few years?
With interest rates on the rise, there are plenty of ways to take advantage to outpace the rate of interest that your bank is paying you in those accounts.
Our CEO Noland Langford and Director of Research, Brian Dress, sat down for a conversation on the best ways you can take advantage of the high class problem of cash building up in your bank accounts.
There is a definite order of operations to how you should put cash to work:
(1) Pay off any outstanding credit card debt (2) Fill your emergency fund (3) Contribute to your retirement accounts (4) The "Beyond" category -- finding investment vehicles to generate a return, especially in the bond market
We end with a bonus discussion of whether it makes sense to pay off your mortgage if you have money burning a hole in your pocket. Spoiler alert: it depends!
We would love to help you answer the question of "What Should I Do with Cash in the Bank?"
Check the links below to learn how to contact us and have a much broader conversation on how to take better advantage of your strong financial position.
Get on Brian's calendar directly to discuss a game plan for how to deploy your excess cash at https://calendly.com/briandress
For a portfolio review and to learn more about our growing list of fixed income investment opportunities and our stock bounce back list for 2023, head to https://leftbrainir.com/free-portfolio-review
Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter
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Those of you who have followed us for some time know that we are strict adherents to fundamental analysis. And the most important time for fundamental analysts is earnings season.
We stand smack in the middle of earnings, moving toward the end, and we have some interesting conclusions. In 2022, we saw negative stock price reactions to earnings almost exclusively, no matter if the business developments were good, bad, or indifferent.
What has changed this year is that we are starting to see the opposite reaction to earnings. Even when business is fair to middling, we have seen some very positive earnings reactions. This suggests to us that the bar for results has been lowered by investors. This change in sentiment and reaction is often the signal of a new bull market.
On this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the some of the latest earnings reports, particularly in the world of growth stocks. We saw a few double-digit gains in stock price after earnings this week, the types of moves we haven't seen since the last bull market.
In this installment, we cover the earnings from some of the companies we follow closely, including Airbnb (ABNB), InMode (INMD), and The Trade Desk (TTD), all of which impressed. We also cover some of the less impressive reports and the fact that they didn't send the stocks into a tailspin, as they would've in 2022.
Topic 1: The End of the Valuation Reset Topic 2: "Better Than Feared" is Better Than the Alternative
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With the important February Federal Reserve meeting now behind us, it certainly feels like the mood of investors has changed dramatically.
As investors begin coming to the understanding that inflation appears to be in check, there has been a pronounced rotation from the value stocks that dominated 2022 into the types of growth stocks that have struggled in recent years.
On this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the market's developments in the wake of the latest Fed interest rate increase and commentary from Fed chair Jerome Powell that indicated that the Fed could potentially slow down the pace of rate increases in 2023.
Noland's take is that as investors, we may be done spending our time worrying about the Fed's next move and we can return to paying attention to actual developments at the business level.
We also discuss some of the earnings reports that are starting to trickle in and take note of the market's reaction to these reports. We observe that regardless of whether earnings reports have been strong or weak, it so far appears that investors are taking these results in stride. When we start to see positive reactions to negative news, that is one sign that we may be close to the next bull market.
Topic 1: The Fed and Inflation Topic 2: A Violent Market Rotation
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There is plenty of market uncertainty remaining in the air, as we move into 2023 and turn the page on a putrid 2023.
There are a number of big questions left unanswered with respect to the direction of markets (stocks, bonds, and otherwise).
On this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, ask and answer the key questions on our minds as we evaluate the best investment positioning for the coming year.
We also discuss some of our favorite sectors and asset classes for 2023 and beyond. It could be a challenging year for the overall market, but there are plenty of pockets where we think investors can find strong performance over the next 12 months.
Topic 1: The Biggest Investing Questions of 2023 Topic 2: Our Thoughts on Investment Strategy for the Next Year
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The momentum the markets had built in recent weeks was derailed over the past few days, as fears again began to creep in ahead of next week's Federal Reserve meeting.
Despite the negative price action we saw over the past five days of trading, we remain bullish for investors' prospects into 2023.
CEO Noland Langford and Director of Research, Brian Dress, discuss the reasons we remain constructive on the markets, both stocks and bonds. As we have discussed in the past few months, market leadership is likely to shift, as investors are clearly valuing profits much more than they are revenue growth at any price.
We cover the opportunity for investors who haven't yet done so to add exposure to energy stocks, which have pulled back significantly over the past few weeks. We think this is the opportunity investors underweight energy may have been waiting for.
Finally, we again emphasize the urgency for people with money in the bank to get the cash invested before the Fed reverses course and starts lowering rates, which we think is very possible to happen in 2023.
Topic 1: The Week in Review Topic 2: A Sneak Peek into 2023
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Investors have been keying on inflation all year to determine the direction of markets. Finally this week we got some good news on that front, as the 7.7% print on the Consumer Price Index (CPI) came in below expectations.
We saw one of the strongest market days in recent memory on Thursday after the report, with the NASDAQ gaining more than 7% in a single trading session! Plenty more to talk about this week.
Earnings continued rolling in, including from a couple of our favorite companies in Axon Enterprise ($AXON) and EPAM Systems ($EPAM). CEO Noland Langford shares his views on these very strong earnings releases.
We would be remiss if we didn't mention the developments in the cryptocurrency space. We saw the blowup of high-profile crypto exchange at FTX, which caused an extreme loss of confidence in the space.
We have long cautioned investors to avoid crypto and this is just another data point to support our argument. At the same time, we know some investors are always drawn to speculative investments with upside.
We close out this week's show with some alternative investment ideas for the more intrepid investors among us. There are plenty of ways to invest for upside in the public regulated markets, especially with many stocks for quality companies down 50-80% from their all time highs!
Topic 1: A Changing Inflation Picture
Topic 2: Crypto Blows Up -- What Are Some Alternatives?
A reminder of our webinar on Thursday, November 17 at 4pm Central, for our clients, friends, and other investors. We will cover opportunities in the bond markets to take advantage of higher interest rates, including CDs, municipal bonds, and high quality corporate bonds. To reserve your spot, head to https://www.eventbrite.com/e/fortune-makers-income-investment-opportunities-in-todays-markets-tickets-461714670007
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Things in the markets are finally starting to look up!
We've cut a pessimistic figure over the last few months, and with good reason, but there seem to be signs that it could be time to become positive on investing again.
This week CEO Noland Langford and Director of Research, Brian Dress, cover many of the major earnings reports of the week, including from Alphabet ($GOOGL), ServiceNow ($NOW), Shopify ($SHOP), Facebook ($META), Enphase Energy ($ENPH) and many more.
The conclusion we are drawing is that as markets do begin to recover is that market leadership is likely to be different than in the last bull market. Large cap tech firms like Amazon and Microsoft may continue to underperform and we are focusing our attention more on opportunities in small and mid-cap stocks.
We close out the episode talking bonds again. We know that investors are starting to see CDs offering interest rates of approximately 4% out in the market, but we think investors should be focusing on investment grade corporate bonds, where rates are more like 7%, default risk is low, and where bondholders can maintain liquidity, in contrast to the way CDs tie up your funds.
Topic 1: Earnings -- Beat Down Companies Regain Footing
Topic 2: Train Leaving the Station on High Quality Bonds?
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Markets have floundered for most of 2022, but this week we moved again back to our favorite time of the year -- Earnings Season for the just-ended 3rd quarter.
What we have heard more than anything from investors over the past few months is the question: "are we close to the bottom in markets?" Our honest answer to that question continues to be "no."
In short, market volatility is too high and interest rates are too persistent in their rise for us to turn bullish in markets. This week CEO Noland Langford and Director of Research, Brian Dress, cover some of the most important earnings reports of the week, including Netflix (NFLX), Tesla (TSLA), the financial, and semiconductor companies like Lam Resources (LRCX).
We close out the show with our advice of the signs necessary for the markets to put in a durable bottom. We continue to be short-term cautious, but optimistic for the future and, accordingly, we continue to build our shopping list of stocks and bonds for when markets do finally begin to firm.
Topic 1: Earnings -- It Begins
Topic 2: What Would Be Signs of a Stabilizing Market?
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With inflation running consistently above 8%, cash sitting in our bank accounts is losing purchasing power quickly!
At the same time, both stocks and bonds have fallen throughout 2022.
The flipside of downside in markets is opportunity. The opportunities we are seeing are coming mostly in the fixed income markets and in individual bonds, where we are finding a number of investment grade securities where investors can lock in annual yields of 6-8%, coming close to combating the inflation that's hitting your pocketbook at the store, the pump, and everywhere else.
This week CEO Noland Langford and Director of Research, Brian Dress, discuss what types of securities we want to avoid in the current bear market.
After getting the negative news out of the way, the cover some of the areas where we do favor putting money to work: fixed return securities, high dividend shares like those associated with pipeline operators, and select small and mid cap shares, an area where we have seen consistent outperformance over the past 3 months.
We close out the show talking about one particular company that stands on the border between small and mid-cap and operates in a sector where we favor an overweight: healthcare. That stock is InMode (INMD).
Topic 1: What Investments to Avoid
Topic 2: Cash in the Bank -- Keeping Up with Inflation
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You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
If we like energy and bonds, why not energy bonds?
We love the synergy between two of our favorite segments of the investment markets today, as we see opportunities to lock in passive income streams in the fixed income markets as interest rates continue to rise.
In the last couple weeks, we have seen impressive outperformance out of the energy markets. However, because of some issues with liquidity in the credit markets, we have seen the prices of energy bonds drop, even as the corresponding stocks rally!
This week CEO Noland Langford and Director of Research, Brian Dress, discuss the fact that this divergence between energy stocks and energy bonds creates a very investible situation for investors waiting to put money to work.
In our first topic, we discuss the urgency for investors to lock in generous income streams with high quality bonds. We don't think the opportunity will last forever, as interest rates will peak when the Federal Reserve ultimately and inevitably ends its regime of higher and higher interest rates.
We share an example bond from the energy sector with you in our second topic. We like the opportunity to lock in 7% annual return for the next 4 years, with some capital appreciation possibilities which make the strategy tax efficient.
Topic 1: Are We Close to the Top in Rates?
Topic 2: Energy and Energy Bonds -- A Continued Theme
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You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
When is the right time to sell?
This is a question we address in this week's Jarvis® Update, one that has been on the mind of many investors as markets continue to struggle.
This week CEO Noland Langford and Director of Research, Brian Dress, cover the fact that macroeconomic conditions like interest rates and inflation, along with the Federal Reserve, are driving everything in this market.
Our second topic is "When to Sell?". When we look at an investment, we want to see four major characteristics: (1) accelerating sales and profits, (2) reasonable valuation, (3) positive stock price action, and (4) some catalyst on the horizon.
We take a look at a company we've covered for many years, Nvidia (NVDA) in the context of these characteristics. Noland explains that NVDA is 0 for 4 on these metrics and, thus, it's probably time to sell. Even if a stock is already down significantly, we still need to look at things through this prism.
Topic 1: Macroeconomic Picture: Driving All Markets
Topic 2: When to Sell -- A Case Study: Nvidia (NVDA)
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Get on Brian's calendar directly at https://calendly.com/briandress
You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
When is the right time to sell?
This is a question we address in this week's Jarvis® Update, one that has been on the mind of many investors as markets continue to struggle.
This week CEO Noland Langford and Director of Research, Brian Dress, cover the fact that macroeconomic conditions like interest rates and inflation, along with the Federal Reserve, are driving everything in this market.
Our second topic is "When to Sell?". When we look at an investment, we want to see four major characteristics: (1) accelerating sales and profits, (2) reasonable valuation, (3) positive stock price action, and (4) some catalyst on the horizon.
We take a look at a company we've covered for many years, Nvidia (NVDA) in the context of these characteristics. Noland explains that NVDA is 0 for 4 on these metrics and, thus, it's probably time to sell. Even if a stock is already down significantly, we still need to look at things through this prism.
Topic 1: Macroeconomic Picture: Driving All Markets
Topic 2: When to Sell -- A Case Study: Nvidia (NVDA)
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Get on Brian's calendar directly at https://calendly.com/briandress
You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
Federal Reserve rate hikes and rising interest rates are taking their toll on financial assets of all types.
We are always looking for the segments of the market that are performing in a difficult market environment.
This week CEO Noland Langford and Director of Research, Brian Dress, discuss the impact the Fed is having on all investment asset classes and spend more time covering our favorite opportunity set in this market: individual bonds.
Noland also explains the clear distinction between owning individual bonds and bond funds. Hint: bond funds do not create the fixed rate and fixed maturity exposure we think is appropriate given the current market circumstances.
Topic 1: Impact of the Fed on Financial Assets
Topic 2: Our Continued Pivot to the Bond Market
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For a portfolio review and to learn more about our growing list of fixed income investment opportunities, head to https://leftbrainir.com/free-portfolio-review
Get on Brian's calendar directly at https://calendly.com/briandress
You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
Federal Reserve rate hikes and rising interest rates are taking their toll on financial assets of all types.
We are always looking for the segments of the market that are performing in a difficult market environment.
This week CEO Noland Langford and Director of Research, Brian Dress, discuss the impact the Fed is having on all investment asset classes and spend more time covering our favorite opportunity set in this market: individual bonds.
Noland also explains the clear distinction between owning individual bonds and bond funds. Hint: bond funds do not create the fixed rate and fixed maturity exposure we think is appropriate given the current market circumstances.
Topic 1: Impact of the Fed on Financial Assets
Topic 2: Our Continued Pivot to the Bond Market
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For a portfolio review and to learn more about our growing list of fixed income investment opportunities, head to https://leftbrainir.com/free-portfolio-review
Get on Brian's calendar directly at https://calendly.com/briandress
You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
Stock market volatility is taking an emotional toll on investors.
Interest rates continue to rise, which continues to drive bond prices lower. This is creating opportunity for investors that are looking for fixed income investments in the bond market.
This week CEO Noland Langford and Director of Research, Brian Dress, discuss what investors need to be doing to respond to a difficult investment environment.
In this episode, we cover another bond that we think might make sense for investors looking to lock in a nice yield with a high quality company.
Noland gives our views on the Oracle 4.3% 2034 bonds, which investors can buy at a discount.
Noland also explains some of the tax benefits of investing in discount bonds.
We continue to build our list of discount bonds, so if you are looking for some fixed income securities, don't hesitate to reach out!
Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter
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For a portfolio review and to learn more about our growing list of fixed income investment opportunities, head to https://leftbrainir.com/free-portfolio-review
Get on Brian's calendar directly at https://calendly.com/briandress
You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
Stock market volatility is taking an emotional toll on investors.
Interest rates continue to rise, which continues to drive bond prices lower. This is creating opportunity for investors that are looking for fixed income investments in the bond market.
This week CEO Noland Langford and Director of Research, Brian Dress, discuss what investors need to be doing to respond to a difficult investment environment.
In this episode, we cover another bond that we think might make sense for investors looking to lock in a nice yield with a high quality company.
Noland gives our views on the Oracle 4.3% 2034 bonds, which investors can buy at a discount.
Noland also explains some of the tax benefits of investing in discount bonds.
We continue to build our list of discount bonds, so if you are looking for some fixed income securities, don't hesitate to reach out!
Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter
Sign up for our research service to receive this month's "The Chosen" report at https://leftbrainir.com/subscribe
For a portfolio review and to learn more about our growing list of fixed income investment opportunities, head to https://leftbrainir.com/free-portfolio-review
Get on Brian's calendar directly at https://calendly.com/briandress
You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
Higher interest rates and volatility are now a fact of life for investors.
At Left Brain, we're always looking for ways to take advantage of opportunities created by dislocation in markets.
This week CEO Noland Langford and Director of Research, Brian Dress, discuss what stocks are actually working in this difficult environment and in our 2nd topic, we speak more on our new bond strategy, the "Enhanced Bond Portfolio".
In this episode, we cover Starbucks bonds, which investors can buy at a discount and use the remainder of their investible funds to buy other securities that offer more upside, like growth stocks. This strategy will allow you to target a stock-like return with a bond-like risk profile.
If this strategy sounds interesting to you, contact me to find out if it is a fit for your financial circumstances and goals. We're always happy to have a conversation!
To hear more about our "Enhanced" Bond Portfolio strategy and how we are positioning in a difficult market, make sure to contact Brian directly to set a free appointment.
Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter.
Sign up for our research service to receive this month's "The Chosen" report at https://leftbrainir.com/subscribe.
For a portfolio review and to learn more about our "bounce back" list of stocks and our model bond portfolio, head to https://leftbrainir.com/free-portfolio-review
Get on Brian's calendar directly at https://calendly.com/briandress.
You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
Higher interest rates and volatility are now a fact of life for investors.
At Left Brain, we're always looking for ways to take advantage of opportunities created by dislocation in markets.
This week CEO Noland Langford and Director of Research, Brian Dress, discuss what stocks are actually working in this difficult environment and in our 2nd topic, we speak more on our new bond strategy, the "Enhanced Bond Portfolio".
In this episode, we cover Starbucks bonds, which investors can buy at a discount and use the remainder of their investible funds to buy other securities that offer more upside, like growth stocks. This strategy will allow you to target a stock-like return with a bond-like risk profile.
If this strategy sounds interesting to you, contact me to find out if it is a fit for your financial circumstances and goals. We're always happy to have a conversation!
To hear more about our "Enhanced" Bond Portfolio strategy and how we are positioning in a difficult market, make sure to contact Brian directly to set a free appointment.
Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter.
Sign up for our research service to receive this month's "The Chosen" report at https://leftbrainir.com/subscribe.
For a portfolio review and to learn more about our "bounce back" list of stocks and our model bond portfolio, head to https://leftbrainir.com/free-portfolio-review
Get on Brian's calendar directly at https://calendly.com/briandress.
You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
It's been a challenging couple weeks in the market, to say the least. CEO Noland Langford,MBA,CFP® and Director of Research, Brian Dress, are back this week to help you make sense of the market weakness, both across stocks and bonds.
The Federal Reserve seems determined to talk this market down and we've seen interest rates rising rapidly, as a result. We're calling this the "Nothing is Working" market. It's probably best for investors to take a breath and focus on getting the right investments in the portfolio for the long haul.
We are taking advantage of the higher interest rates to deploy a new bond strategy. Some low coupon investment grade bonds are now trading at a discount. It is possible to buy $10,000 in face value in a bond like the Boeing example we mention in the video for $8,000 and deploy the excess capital in something with more upside, like a stock. It's a bit difficult to describe in words here, so listen to the podcast to hear Noland explain the strategy more artfully.
Topic 1: The "Nothing is Working" Market
Topic 2: The "Enhanced" Bond Portfolio
To hear more about our "Enhanced" Bond Portfolio strategy and how we are positioning in a difficult market, make sure to contact me directly to set a free appointment. Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter.
Sign up for our research service to receive this week's "The Chosen" report at https://leftbrainir.com/subscribe. We think it's time for investors to consider putting excess cash back in stock and bond markets, where the momentum is looking better and long-term prospects look strong.
For a portfolio review and to learn more about our "bounce back" list of stocks and our model bond portfolio, head to https://leftbrainir.com/free-portfolio-review or get on Brian's calendar directly at https://calendly.com/briandress.
You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
It's been a challenging couple weeks in the market, to say the least. CEO Noland Langford,MBA,CFP® and Director of Research, Brian Dress, are back this week to help you make sense of the market weakness, both across stocks and bonds.
The Federal Reserve seems determined to talk this market down and we've seen interest rates rising rapidly, as a result. We're calling this the "Nothing is Working" market. It's probably best for investors to take a breath and focus on getting the right investments in the portfolio for the long haul.
We are taking advantage of the higher interest rates to deploy a new bond strategy. Some low coupon investment grade bonds are now trading at a discount. It is possible to buy $10,000 in face value in a bond like the Boeing example we mention in the video for $8,000 and deploy the excess capital in something with more upside, like a stock. It's a bit difficult to describe in words here, so listen to the podcast to hear Noland explain the strategy more artfully.
Topic 1: The "Nothing is Working" Market
Topic 2: The "Enhanced" Bond Portfolio
To hear more about our "Enhanced" Bond Portfolio strategy and how we are positioning in a difficult market, make sure to contact me directly to set a free appointment. Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter.
Sign up for our research service to receive this week's "The Chosen" report at https://leftbrainir.com/subscribe. We think it's time for investors to consider putting excess cash back in stock and bond markets, where the momentum is looking better and long-term prospects look strong.
For a portfolio review and to learn more about our "bounce back" list of stocks and our model bond portfolio, head to https://leftbrainir.com/free-portfolio-review or get on Brian's calendar directly at https://calendly.com/briandress.
You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
I don't know about you all, but it seems like things are starting to feel different in the markets.
We've gotten through most of earnings season and corporate profits are looking strong despite inflation. This week marked the 4th straight week of broad-base market gains.
This week we received even more good news, as month over month inflation came in at 0.0% for the month of July, which has us asking "Have we reached peak inflation?"
CEO Noland Langford and Director of Research, Brian Dress, try to answer this question, along with another one we've been hearing from clients and other investors: "What should we do with cash in the bank?" With things starting to look up, we think it's time to consider putting excess funds back to work.
Topic 1: Have We Reached Peak Inflation?
Topic 2: What to Do with Cash in the Bank
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We think it's time for investors to consider putting excess cash back in stock and bond markets, where the momentum is looking better and long-term prospects look strong.
For a portfolio review and to learn more about our "bounce back" list of stocks and our model bond portfolio, head to https://leftbrainir.com/free-portfolio-review or get on Brian's calendar directly at https://calendly.com/briandress. You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
It does certainly that the sun is peeking out from the clouds in the markets.
We've always said a great indicator of changing market sentiment is a positive reaction to bad or neutral news.
This week we had the Federal Reserve raising rates (bad news) and a set of earnings reports that were mixed (neutral). Through it all, we saw investors expressing improved sentiment in the form of higher stock prices.
This week, CEO Noland Langford and Director of Research, Brian Dress, cover another busy week of earnings reports, as well as the Federal Reserve's decision to raise interest rates by 0.75%. We end by previewing some of the more important earnings reports for next week.
Topic 1: The Fed Weighs In
Topic 2: Earnings Review
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Whether you hold stocks or bonds in your portfolio, odds are you are down for the year. For a portfolio review and to learn more about our "bounce back" list of stocks and our model bond portfolio, head to https://leftbrainir.com/free-portfolio-review or get on Brian's calendar directly at https://calendly.com/briandress. You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
As investors, we are all trying to make sense of the current market landscape and position for the eventual recovery.
This week on the Left Brain Thinking podcast, we are joined by Andrew Horowitz, a Registered Investment Advisor and pioneer in the podcasting space.
In our time together, we discussed why we don't do our own haircuts and the concept of "designing a portfolio like a flower garden," two interesting metaphors for how investors should proceed with trying to grow their retirement nest eggs.
We examine the difference between first-level and second-level thinking as it impacts investors. We also discuss the "hellacious" impact of inflation and Andrew's view that "we are talking ourselves into a recession".
Andrew also has a hilarious take on the financial media's pet term "capitulation" and whether we need to see it before markets can begin on the road to recovery.
We close out with the sectors in which Andrew thinks opportunities are developing because the economic cycle isn't dead and will never be.
To hear more from Andrew, check out his podcast "The Disciplined Investor" on your favorite podcast aggregator or visit his website at https://thedisciplinedinvestor.com/
This week we speak to some of the issues business owners face as they develop the type of succession plan that secures the future for their families, long after they are gone.
We sat down with George Gore, CFP, President of Capitas Financial Midwest, who specializes in Estate Planning and Business Succession, along with Life Insurance Planning.
We covered an awful lot of ground on this episode. The basic thrust of the episode is the concept that death, disability, and severe market conditions are all potential events that could cause a forced sale of a family business, absent a proper contingency plan.
George shares his experiences seeing many families forced to sell a business when the key principal passes and his views on the best ways to avoid an unwanted outcome, all of which business owners should do proactively before it is too late:
(1) Determining whether the business is sustainable without the key principal.
(2) Having funding mechanisms in place to transfer the business to the next owner.
(3) Retaining expert advice from financial advisors, legal, accounting, and insurance planning specialists.
(4) Utilizing life insurance and gifting exemptions to create a tax-efficient transfer when the time comes.
George also explains how changes to the tax laws coming in 2025 make proper succession and legacy planning all the more critical in the coming years.
To contact George, you can find him at https://www.capitasfinancial.com/location/05-capitas-financial-midwest-llc-illinois
Despite many portrayals in the media, the Millennial generation is coming of age, advancing in careers and starting families.
As millennials enter a new phase in life, new financial challenges present themselves on a daily basis: saving for retirement, saving for kids' college, helping aging parents, and many more. With all these financial pressures, we think it's time for many millennials to think about working with a financial advisor.
This week we are joined on Left Brain Thinking by Anna Kareis of Northwestern Mutual, who bills herself as a "Financial Advisor for Ambitious Millennials".
On this week's episode we cover a lot of ground on topics that matter to this generation that is a rising force in the world of finance, including:
(1) How investing is different for millennials
(2) Challenges advisors face when working with millennials especially navigating certain media narratives
(3) Balancing priorities when making financial decisions
(4) How millennials can get started with investing and overcome "paralysis by analysis"
To reach Anna, you can find her on various social media channels:
LinkedIn: https://www.linkedin.com/in/anna-kareis/
Email: Anna.kareis@nm.com
For this week's Left Brain Thinking podcast we welcomed Vince Carter from the CFO at Home Podcast. Vince specializes in helping folks navigate the financial challenges that inevitably reveal themselves in any relationship or family.
On the podcast, Vince gives us his views on personal finance in the context of family. We talk about how most people's opinions about money are formed at an early age, which creates complications as partners attempt to marry their "Money Stories" to attack their shared financial goals.
Vince shares with us how couples can bridge the gap between spouses who have different levels of competence in financial matters to get buy-in from both parties on important issues like family budgeting.
We close out the show by hearing Vince's thoughts on how parents can best instill good money values in their children by modeling the right financial behaviors and bringing them in on the reality of household finances. By being open about our financial decision making process, we can help combat the "money shame" that often leads to less than ideal financial outcomes for our children's education and, ultimately, our retirement.
To learn more about what Vince does, check out his weekly podcast, which you can find at his website https://www.thecfoathome.com/
The real estate market has been overheated over the last few years, with the combination of low interest rates and low levels of housing inventory. Purchasing a home is often the cornerstone of investors' financial plan, so we wanted to welcome an expert to hopefully answer the types of questions that come up in the process.
On this week's Left Brain Thinking podcast, we welcome Samir Rashed, Owner/President of Crefco Financial in Shaker Heights, Ohio to talk real estate and mortgage finance.
Samir's business motto is helping to uplift, educate, and inspire through home ownership. We discuss how Samir got into the business, the challenges he sees for homebuyers in the current market, and how folks in the market for house can maximize their chances to purchase their dream home.
Other topics we cover in the podcast:
- Situations where refinancing your home loan makes sense, even though rates have risen
- The process of buying a 2nd (or 3rd, 4th home) and what investors need to know
- How 1st time homebuyers can get more bang for their buck by purchasing multifamily properties
- The nuances around jumbo mortgages
- How student loans and credit card debt factor into mortgage finance
If you want to connect with Samir and Crefco Financial, you can find him (or his wife and COO Darlene Rashed) on LinkedIn, where they produce regular content about real estate and mortgages. Other ways to contact Samir and Crefco are:
Website: https://www.cfgohio.com/
Twitter: @CFGOhio
Instagram: @CFGOhio
Facebook: CFGOhio
Two stories dominated the headlines this week: the Federal Reserve's 0.5% interest rate hike and more earnings reports. Initially, markets rallied sharply on Wednesday after the Fed's press conference, but gave it all back (and then some) on Thursday.
This week, CEO Noland Langford and Director of Research, Brian Dress, discuss this week's earnings implosions, a few earnings reports that impressed us, and the fact that even some of the "good" stocks are selling off.
Topic 1: Earnings Implosions
Topic 2: Impressive Earnings
Topic 3: Even the "Good" Stocks are Selling Off
Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter. Special offer this for new subscribers to our research service (basic subscription) https://leftbrainir.com/subscribe. Enter the promo code Jarvis59 at checkout to receive our basic subscription for $59/month for your first 3 months!
Whether you hold stocks or bonds in your portfolio, odds are you are down for the year. For a portfolio review and to learn more about our portfolio recovery strategy, head to https://leftbrainir.com/free-portfolio-review or get on Brian's calendar directly at https://calendly.com/briandress. You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com
Earnings Season dominated this week's headlines and we saw yet another volatile week, with all the major indexes down for the last five days of trading. Whether you hold stocks or bonds in your portfolio, odds are you are down for the year.
This week, CEO Noland Langford and Director of Research Brian Dress discuss how we can use active management to develop a plan for portfolio recovery. The stocks we cover this week offer passive income in the form of high dividend yield and all three could be considered value investments on some level.
Stock 1: Kraft Heinz (KHC)
Stock 2: Best Buy (BBY)
Stock 3: International Business Machines (IBM)
Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter.
Special offer this for new subscribers to our research service (basic subscription) https://leftbrainir.com/subscribe. Enter the promo code Jarvis59 at checkout to receive our basic subscription for $59/month for your first 3 months!
For a portfolio review, head to https://leftbrainir.com/free-portfolio-review or get on Brian's calendar directly at https://calendly.com/briandress. You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com.
This week we welcome Kris, Founder of From Growth to Value and the man behind the Potential Multibaggers subscription service on Seeking Alpha. He is a long-term growth investor that looks for stocks that have the potential to generate a 10x return over a 10 year period.
On the episode, we learn about Kris's journey from a life as a teacher to a professional stock analyst, his investing philosophy that prioritizes companies that engage with true long-term trends, and discuss three of his favorite stock ideas:
(1) Constellation Software (CNSWF)
(2) Roku (ROKU)
(3) Fiverr (FVRR)
To engage with Kris's content, you can follow him @FromValue on Twitter or on Seeking Alpha at Potential Multibaggers, or at his other research service, Best Anchor Stocks
Don't forget to follow Left Brain's free weekly newsletter, the Jarvis Weekly, which comes to your inbox every Saturday morning
Look for new episodes of the podcast every other Tuesday morning!
Things started well this week, but markets fell sharply after the Federal Reserve weighed in yet again with more hawkish commentary. The best offense for investors may be playing in defensive sectors like consumer staples, healthcare, and insurance.
CEO Noland Langford and Director of Research Brian Dress discuss the week's developments in the financial markets and another week of earnings reports.
Topic 1: Earnings Season
Topic 2: Playing Offense with the Barbell Portfolio
Topic 3: The Consumer
Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter.
To subscribe to our research service, which gets you 8-10 full length stock reports from our analyst team each month, plus The Chosen, our favorite stock and bond opportunity each month, head to https://leftbrainir.com/subscribe.
For a portfolio review, head to https://leftbrainir.com/free-portfolio-review or get on Brian's calendar directly at https://calendly.com/briandress. You can reach Brian at (630) 547-3316.
This week we welcome our first guest to the Left Brain Thinking podcast. Ryan Reeves is the Founder/CEO of Investing City, an investment research subscription service covering high growth investments and fundamental analysis.
Ryan tells our Director of Research, Brian Dress, about what got him started in the investing business, describes his investment philosophy, and explains two of his favorite investment ideas, Datadog (DDOG) and SentinelOne (S).
To learn more about Ryan and his service, head to https://www.investingcity.org/ or follow him on Twitter @investing_city.
We are back again this week with another Jarvis Weekly Update. This week CEO Noland Langford and Director of Research Brian Dress discuss the week in the markets. We saw the end of the market's three week winning streak, while interest rates rose sharply for yet another week.
Topic 1: Confusion Reigns - Brian and Noland discuss weakness in homebuilders and semiconductor stocks and try to determine whether there are any areas of the market we can count on.
Topic 2: What the **** is going on with the consumer? - We cover the continued weakness in the retail sector even though oil prices are beginning to pull back.
Topic 3: Cash is King - Noland and Brian look at what sectors are working in the market and note the fact that businesses that generate cash flow are performing the best.
Make sure you head to https://leftbrainir.com/jarvisnewsletter to get on our weekly mailing list and receive the newsletter to your inbox every Saturday morning.
To take advantage of our special offer for new subscribers to our research service, head to https://leftbrainir.com/subscribe and enter the code: Volatility99at checkout.
Plenty to cover this week in the Jarvis Weekly Update. Volatility in the markets seems to be accelerating and there seems to be a real lack of liquidity out there. CEO Noland Langford and Director of Research Brian Dress cover whether this means there are opportunities out there for
CEO Noland Langford and Director of Research Brian Dress are back again for the Jarvis Weekly Update with plenty again to cover in the world of markets.
You can also watch the Weekly Update on YouTube here:
https://www.youtube.com/watch?v=dQu72jkAJLc&t=15s
Brian Dress, director of research at Left Brain Investment Research, says that the market for the first two months of 2022 has been field with 'bad reactions to good news,' but with the start of war in Ukraine the early results have been 'good reactions to bad news,' which is a positive sign that there are 'green shoots' of a recovery that the market is likely to see a few months down the line with . Dress urged caution in investors looking to buy the current decline, noting that he does not expect a V-shaped recovery and that it will be easy to mis-read big market up days as being meaningful, which they won't be until the market is broadly having 'good reactions to good news.'
Noland Langford, chief executive at Left Brain Investment Research says that with the Federal Reserve poised to hike interest rates several times this year, growth-oriented investors can find the right kind of "action" in corporate bonds and tax-free municipal bonds. He is expecting yields of up to 4 percent on munis and says the corporate bonds can be purchased at discounted prices now, but with intermediate maturities that should have them paying off shortly after the rate-cycle ends. Langford also talks about the benefits of making Roth IRA conversions now, as investors consider their tax picture.
Freddy Garcia, vice president for investments at Left Brain Wealth Management, says that the classic '4 percent rule' created by financial-planning legend William Bengen needs to be adjusted in times like what we are seeing now, with rising inflation and the growth outlook for the market changing. Garcia says the rule can work as intended -- designed to determine the size a nest egg should be to last a lifetime -- but only when it is managed to reflect market conditions that can impact long-term returns.
It's a short summary of each week’s newsletter on our podcast channels, directing you to the key points and giving additional context to the written post. The same content is available with video on Left Brain's YouTube channel at https://www.youtube.com/channel/UC6bqGg_VfmuCH7E-s7rNUxQ Check out the most recent installment here, with CEO and Chief Investment Officer Noland Langford and Left Brain’s investment team discussing many of the past week’s most topical investment subjects, including the strength in the energy and materials sectors, as well as a quick discussion about whether Chinese stocks are showing signs of a bottom.
Brian Dress, director of research at Left Brain Investment Research, discusses how the firm tracks exchange-traded funds as a way of gauging trends across industries and as the market has been going through its current rotation, the ETFs have been confirming positive trends for energy and materials companies. Dress notes that exploration and production companies and pipeline firms are particularly well-positioned right now, pointing out that oil and energy currently hold about half of their normal weighting in the Standard and Poor's 500 but that they could quickly recoup that lost ground.
Noland Langford, chief executive officer at Left Brain Investment Research, says that changing economic conditions are forcing investors to re-evaluate growth, noting that higher interest rates require a discounting of future cash flows, dropping valuations. That translates into a changing of the portfolio, where investors need to focus on issues that have potential longer-run growth, and backing away from some of the hot growth winners from 2021.
Brian Dress, director of research at Left Brain Investment Research, says that current economic conditions -- rising inflation, slowing growth and more -- are making it more important than ever that growth investors look beyond technology stocks and companies with projected future earnings in exchange for more defensive picks that are posting current profits. Dress notes that has meant looking into financials, health-care and energy stocks to find companies that have multiple expansion that -- combined with earnings growth -- can fuel the capital appreciation.
Freddy Garcia, vice president for investments for Left Brain Wealth Management, discusses year-end financial strategies that investors should consider before it's too late, noting that there's real value to using losses to offset gains from big winners, even in cases where you expect the losing stock to become a winner in time. The tax savings can ease the burden from trimming back issues with oversized winnings, Garcia says, and the promising stock can be repurchased down the line. Garcia said year-end also is the time to plan out income needs for the coming year, and to plot through distributions and Roth IRA conversions.
Noland Langford, chief executive at Left Brain Investment Research, says that third-quarter earnings reconfirmed the firm's commitment to both Nvidia and Bath and Body Works, albeit for different reasons. Nvidia has seen both its revenues and stock price grow much faster than anyone anticipated, Langford says, and will see those growth rates slow, but should be able to overcome supply chain issues and other challenges to keep pushing steadily higher, while Bath and Body Works' strong quarterly results should remain healthy as the company continues to benefit from the economic reopening.
Brian Dress, director of research at Left Brain Investment Research, says that Roku -- the firm's "stock of the year" for 2020 -- has seen its stock price struggle this year off a mixed earnings picture, but he says that the company's business model hasn't changed and the medium- to long-term prospects look good, even if the stock struggles in the near term. As a result -- an as opposed to stocks like Peloton and Zillow, where Dress says the investment thesis has changed -- Roku's concerns seem to be temporary, which is why Dress is holding onto the stock and considering adding it to portfolios that aren't exposed to it now.
Freddy Garcia, vice president of Investments for Left Brain Wealth Management, says that investors who hire advisers to help manage their money need to get appropriate help picking and selecting stocks, bonds and mutual funds, rather than simply following cookie-cutter programs. Garcia says that too many investment advisers fall back on the idea that they provide 'planning,' rather than high-conviction investment selections; they play quarterback, he says, and hand the ball off on matching specific clients to ideal investments. As a result, clients who hired an adviser looking for broad financial plans -- including the development of a portfolio -- come away disappointed by returns over time.
Noland Langford, chief executive officer at Left Brain Investment Research, says that while energy prices have gone up dramatically -- lifting the value of energy equities and bonds -- the trends and fundamentals in the business have continued accelerating, and that pace of growth makes the energy sector particularly attractive for income-oriented investors now. That said, Langford is looking to different asset types within the energy sector for durable income; in this interview, he highlights one stock, one corporate bond issue, a preferred stock and an exchange-traded funds as viable choices for investors.
Brian Dress, director of research at Left Brain Investment Research, says that investors looking for growth in a pricey market during times of higher inflation and heightened stock prices should consider preferred securities as a means of diversifying their holdings in pursuit of yield while responsibly taking on interest rate risk. He highlights New Residential Investment's preferred securities, one of roughly two dozen investment ideas generated in the space by Jarvis, Left Brain's proprietary research system.
Noland Langford, chief executive at Left Brain Investment Research, says that rising inflation and lower-for-longer interest rates have forced him and his colleagues to dig deeper and look farther for the kind of high-growth investments he prefers. Even in the best situations, however, Langford says that 5 percent returns are solid and aggressive, and that investors need to be satisfied with that kind of return because the traditional 8 percent yields aren't available. In an environment where '5 is the new 8,' Langford discusses buying high-yield bonds and preferred stocks where investors can lock in decent returns for the long haul.
Madhu Chaudhary, investment analyst for Left Brain Investment Research, says that while UpStart Holdings (UPST) is a new company that has rocketed from IPO to high valuations in less than a year, the company has growth prospects that are built to last. Chaudry says that the online lending platform company -- which uses artificial intelligence to look beyond credit scores to decide creditworthiness -- has just started tapping its potential markets domestically and abroad.
Freddy Garcia, vice president for investments at Left Brain Wealth Management, discusses financial advisers who redirect consumers away from stocks based on their own personal biases, and in spite of the client's wishes to take on risk and add individual stocks to their holdings. Garcia -- and host Chuck Jaffe, who has written two books on choosing and working with financial advisers -- warn against financial counselors who don't want to broaden their horizons to meet the demands and expectations of clients.
Brian Dress, director of research at Left Brain Investment Research, discusses how the firm's proprietary research system Jarvis breaks down stocks and sometimes finds issues that the analysts would have overlooked, including Crocs Inc. (CROX), a stock that showed up at the top of the quantitative analysis. Dress notes that Left Brain normally shies away from retail stocks, but that Jarvis loves Crocs' acceleration of revenue growth, rising sales and profit margins, and that has the firm dipping its toes into the footwear maker now, despite those continuing reservations on retail.
Noland Langford, chief executive officer at Left Brain Investment Research says that unlike many industries that got a boost from the pandemic but which will slow down when the recovery is complete, the push towards electronic payments and a cashless society is not going to abate. With that in mind, he favors PayPal, Square and Visa as stocks that can take advantage of the trend, and while he acknowledges the future potential of cryptocurrency, he suggests investors focus now on where the transactions can be made easily and widely, noting that today's big players will only go faster if and when the cryptos become as commonplace as credit cards.
Freddy Garcia, vice president for investments for Left Brain Wealth Management, says that the age-old fight between growth and value investors misdirects investors to pursue bad market timing, as has been evident this year when value stocks rebounded to lead the way through the first six months, but growth stocks have charged back in recent weeks. By focusing on 'sustainable revenue growth' -- a metric that many so-called 'value stocks' lack -- investors 'will be better off in the long run,' finding companies poised for positive results no matter which investment style market conditions favors at any moment.
Brian Dress, director of research for Left Brain Investment Research says that while retailers are experiencing pent-up demand as the economy reopens from the pandemic, true retail recovery plays are scarce, lacking the sustainable growth Left Brain looks for. But Revolve Group has the brands and the fundamentals to be a strong play for the recovery and beyond; moreover, Dress explains why he focuses on the growth and on the evaluations of the firm's proprietary Jarvis evaluation system, and ignores the presence of some short-sellers or the stock's price standing at all-time highs.
Noland Langford, chief executive officer at Left Brain Investment Research, says that the economic recovery and reopening are creating promising investment opportunities, but says many investors are being misled by the short-term numbers. Langford is looking for companies that won't just get a one-time bump, but rather that are poised for a few years of bounce. 'The truth-teller will be the earnings and what the revenues have done a quarter or two past this,' Langfords says. Langford's list of interesting reopening plays includes Uber, AirBnB and DraftKings.
Brian Dress, director of research at Left Brain Investment Research, says that changing market conditions have him examining stocks on more of a growth-at-a-reasonable-price basis, but that view still has him sold on Salesforce.com, which he says was underperforming when it was rising 80 percent from its March 2020 lows before cooling recently. That drop, the stock's inclusion in the Dow Jones Industrial Average -- which helps to backstop it against declines -- and its prospects for faster growth than many of its peers have Dress and Left Brain sticking with Salesforce now, thinking it can continue to outperform the market while also adding some stability to a portfolio.
Noland Langford, chief executive officer at Left Brain Investment Research, says that changing stock market conditions have him looking in different directions to find the kind of high-growth opportunities he prefers, and that has taken him to surprising places now, namely retail and commodity-driven sectors that are facing inflation, like oil and energy, While these areas of the market aren't traditionally known for their fast growth, he suggested that economic changes -- coupled with retailers 'starting to get their act together' in the anticipated post-Covid 19 buying boom -- will make it profitable to look further afield for growth as the recovery enters its next phase.
Brian Dress, director of research for Left Brain Investment Research, says that the market's recent machinations raises questions about the environment for growth and the changing spectrum of opportunities, and that it encourages investors to protect and/or take profits, but he says that investors should hold fast to core positions -- for Left Brain that's stocks like Nvidia and Roku -- where the growth story is intact so that being swayed by short-term fluctuations will only lead to bigger regrets and smaller profits in the future.
Brian Dress, director of research at Left Brain Investment Research, says that Energy Transfer's strong position -- with oil contracts in place that reduce its exposure to commodity volatility -- make it an attractive bond-like equity, even after the company cut its dividend. He said the current dividend yield of more than 7 percent and the stock's potential to rise make it the kind of income-generating stock that has a place between the fast-growing stocks and aggressive high-yield bonds that Left Brain typically looks for.
Janice Quek, senior analyst at Left Brain Investment Research, says that Airbnb came through the dark times of the pandemic poised to capitalize on the changes in the travel and hospitality industries not only as the economy reopens but beyond. The company, which went public in an initial public offering last December, has been come off of highs since peaking in early February,but Quek believes it is poised to pick back up quickly with the start of an expected summer travel boom.
Mark Hines, managing director at Left Brain Investment Research, says that AGNC Investment Corp. -- a residential agency real estate investment trust with a yield north of 8 percent -- is the kind of bond-like stock that investors can use to bridge the gap between high-flying stocks and low-yielding bonds. He notes that investors get the security of investments backed by agencies like Fannie Mae and Freddie Mac, but with the leverage that AGNC uses to goose returns, making for an investment that should safely deliver steady returns.
Noland Langford, chief executive at Left Brain Investment Research, says that Etsy -- the online retailer whose shares have climbed from roughly $40 a year ago to over $220 today -- has plenty of room for continued growth as it continues helping small companies and home-based entrepreneurs and others monetize their efforts, while expanding its own business to where, eventually, the home-craft that has been the backbone of the company may be a sidelight. Etsy benefitted from the pandemic, Langford noted, but rather than being a temporary boost, he expects the exposure and attention simply accelerated the company up its growth pat
Brian Dress, director of research at Left Brain Investment Research, discusses what makes a small- or mid-cap stock a true 'wealth builder,' the kind of long-term grower that can change both portfolios and lives, ahead of Left Brain's April 8 Fortune Makers Zoom event featuring 'Wealth Builders.' He singles out tax-collection and compliance firm Avalara (AVLR) as a stock that the firm likes and has a 'green light' rating on, but which finished just outside of the cut for the ideas that will be featured in the Zoom meeting. He notes that Avalara has a thesis that could easily run five to 10 more years of strong growth.
Freddy Garcia, vice president for investments at Left Brain Wealth Management, talks about how the firm's value statement underpins all of its efforts, from stock picking and the development of The Chosen List to working with clients to provide an overall approach to money management.
Janice Quek, senior analyst for Left Brain Investment Research, says that video-game platform Skillz Inc. (ticker SKLZ) has a different model than many game-related companies and has strong potential in the e-sports arena, but lacking profits in a crowded industry fields makes it a stock to watch, rather than one to buy now.
Mark Hines, managing director at Left Brain Investment Research, discusses real estate investment trusts, many of which don't fit the typical Left Brain profile of fast growers, but he notes that mortgage REITs in current economic conditions are poised for growth in a hot housing market and says that New York Mortgage Trust offers an 8.5 percent yield -- good enough to qualify as a big income-generator -- with some strong appreciation potential to boot.
Noland Langford, chief executive officer at Left Brain Investment Research, says that in a market where decent yields are hard to find, Rite Aid Corp. has high-yield bonds that should deliver, paper that was issued while the company was struggling but which feels better and safer now that new leadership -- along with an economic boost from the pandemic -- has helped the company and the stock recover from past troubles. In addition, Langford identifies another income-generating asset worth a look now.
Brian Dress, director of research for Left Brain Investment Research, says that increased demand for high-yield securities, coupled with rising interest rates, has made it more difficult to find worthy, well-priced securities, which has Left Brain changing up the criteria on its Chosen List, adding high-dividend stocks and business-development companies to the income-producing mix. Dress discusses the change and highlights Black Stone Minerals as the kind of stock that fits the new bill.
Freddy Garcia, vice president for investments for Left Brain Wealth Management, talks about converting traditional individual retirement accounts into tax-free Roth IRAs, a move that he says may not pay off unless it is done with high-growth assets. Garcia noted that converting an IRA forces the owner to pay taxes due now, before moving the money into a Roth, which grows tax-free for life. The loss due to paying taxes now should get investors thinking about asset location, where they want to put their high-growth assets, because without significant growth in the new Roth, investors won't recover the taxes they pay now for many years, if ever.
Janice Quek, senior analyst at Left brain Investment Research, says that educational provider and support company Chegg Inc. is an unlikely beneficiary of the coronavirus pandemic, but has benefitted from distance-learning trends, which have dramatically sped up the company's growth trajectory. Even when the pandemic ends, Quek says she expects Chegg to keep chugging along, providing services that students will still consider essential even when everyone is back on campuses.
Mark Hines, managing director at Left Brain Investment Research, explains the firm's monthly Chosen List and explains why Qualcomm is one of the chosen ones for February, noting that while the company has more than doubled in the last few years, it has that same kind of potential looking forward, thanks to the growth of 5G technology and more.
Noland Langford, chief executive at Left Brain Investment Research says that SoftBank Group's big stake in Chinese search giant Alibaba is worth the current share price of SoftBank, meaning that the rest of the firm's businesses can fuel real growth in the company and its share price. Langford cites current management's big, active stake in the company and the turnarounds of several businesses it has invested in as other key drivers for the future.
Brian Dress, director of research at Left Brain Investment Research, explains the firm's growth-oriented investment strategy extends to high-yield bonds and why that puts Occidental Petroleum's debt into the market's sweet spot now. Coming off the purchase of Anadarko Petroleum at the worst possible time for the oil business, Occidental has been paying down debt, has great underlying growth prospects as energy businesses recover and its bonds have moved closer to investment-grade level, giving them possible upside over the next few years beyond their high rates.
Freddy Garcia of Left Brain Wealth Management says that after a year that saw explosive growth -- over 500 percent last year -- Enphase Energy has calmed down, become less risky and still has enough room to grow that it is now a core holding for the Left Brain team. Garcia explains how the reduction in risk makes the stock a core piece for all investors, though he notes that the volatility in the stock means that it's on a short leash and would be a candidate for sale if it can't live up to expectations quickly.
Janice Quek, senior analyst for Left Brain Investment Research, says that one company that's an extension of the firm's cyber-security theme -- even though it is outside of the security business -- is Datadog, (DDOG), which has experienced similarly explosive growth and has the same kind of upside potential, spurred in part by the lifestyle changes put on fast-forward by the pandemic. Despite some recent quarterly weakness, Quek says the firm has rebounded and is poised to keep the growth rolling once the world moves past the virus
Mark Hines, managing director at Left Brain Investment Research, says that investors should not be looking to the cybersecurity business hoping that the young companies boosted by the pandemic tailwind will be bought out by technology giants, but instead that they can maintain the high growth levels that spurred stock prices to record levels in 2020. He singles out Zscaler as another cybersecurity stock -- Noland Langford identified Tenable a week ago -- that is poised to continue its explosive growth through 2021 and beyond.
Noland Langford, chief executive officer at Left Brain investment Research, says that the cyber security sector -- which has seen tremendous results amid the coronavirus troubles of 2020 -- is poised to keep running for the foreseeable future, with demand accelerated by all of the remote work fostered both by the pandemic and by data breaches and hacks that have been in the news. He singled out Tenable Holdings as a cybersecurity issue that he believes can maintain the growth it has seen, and that it's still reasonably priced despite a recent run-up.
Brian Dress, director of research at Left Brain Investment Research, discusses the firm's 'fresh look' at MercadoLibre, which has gained 200 percent in 2020 but which has building business segments in five different categories that can all power continued long-term growth without much worry that the company -- which some have categorized as a beneficiary of the coronavirus economy -- will suffer a slowdown as life and business move toward normal next year.
Freddy Garcia, first vice president of investments at Left Brain Wealth Management, says that even in sectors that have been sluggish and slow, there can be companies with the right fast-growth characteristics. He cites PayPal and Square as examples, noting that they have excelled amid the pandemic and should keep on rolling, even as most of the financial sector can be viewed as being mostly struggling value stocks.
Janice Quek, investment analyst at Left Brain investment Research, says that Farfetch (ticker symbol FTCH) -- an e-commerce platform for luxury goods -- is one of the unexpected beneficiaries from the corona virus pandemic, as it stands to benefit from the increasing shop-from-home trends, but especially because consumers have been slow to shop for luxury items online until recently. Now, with sales booming, Farfetch has a chance to tap into that growth.
Noland Langford, chief executive officer at Left Brain Investment Research, is always shopping for stocks with the potential for fast price appreciation, but he's found two in a surprising place, the traditional shopping mall. While stories of the so-called retail apocalypse have scared many investors away from traditional retailers and mall operators, Langford and the Left Brain analyst team are high on two names that they believe turn around that story line and rise up as survivors with rebound potential strong enough that they come from this unlikely sector to be worth a look now.
Mark Hines, managing director at Left Brain Investment Research, says that the 5G evolution is fueling growth among major players that is going to continue even when the pandemic ends and the stocks that have benefitted from providing improved stay-at-home technology have seen the big wave settle down. He discusses Nvidia, which is up roughly 125 percent this year but which has the potential to double again in the near-term, fueled by the technology upgrades sweeping the tech business.
Freddy Garcia, first vice president of investments at Left Brain Wealth Management, discusses how the election did -- or didn't -- change the outlook on the growth stocks that the firm liked before the voting, and talks about why the cyber-security sector is a space that can support a number of fast-growing issues, including one stock that's up about 150 percent this year but still has plenty growth ahead.
Brian Dress, director of research at Left Brain Investment Research, discusses why investing in China should appeal to growth-oriented investors now, and singles out Tencent Holdings as a stock that highlights the good reasons to invest in emerging markets now. Highlighting Left Brain's methods, he notes that Tencent has already been a strong growth story, but that has merely positioned the company for significant expansion that shows no signs of slowing from here.
Janice Quek, senior analyst at Left Brain Investment Research, checks in from Singapore and explains the benefits to investors brave enough to put money to work in Southeast Asia, highlighting Sea Ltd. - ticker symbol SE -- as a stock that can use its status as a platform company that can benefit from the pandemic to continue the explosive growth it has seen this year into the foreseeable future.
With a spate of companies -- including most of the FAANG stocks -- releasing earnings this week, it's game on for Brian Dress, director of research at Left Brain Investment Research, who describes earnings season as 'the Super Bowl and the Olympics all rolled into one, and we get it four times a year.' He explains how Left Brain uses calls, transcripts, numbers and more to find potential buys in stocks and bonds, and singles out bonds in Cleveland Cliffs -- a company where the third-quarter results proved points made in the prior quarter -- to highlight how earnings reports reveal opportunities.
Noland Langford, chief executive officer at Left Brain Investment Research discusses the firm's 'fresh look' process and then highlights two stocks that recently came through that research process. The new reports on Crowdstrike and Uber suggest that the stocks have the growth characteristics to earn the green light from investors now.
Brian Dress, director of research at Left Brain Investment Research discusses Jarvis, the firm's proprietary securities-evaluation application and how it helps to decide which stocks deserve the attention of Left Brain's analytical team. He discusses the balance between art and science in the process, and then discusses Beyond Meat (ticker symbol BYND), the popular alternative-food company whose stock that passes the test with both Jarvis and the analysts.
Investors have been enamored of 'coronavirus stocks' since the pandemic began, focusing on the biotechs, pharmaceuticals and technology companies benefitting from the trouble. But Noland Langford, chief executive at Left Brain Investment Research, now has his eyes on a different style of Covid play, the kind of company in varied businesses that will benefit as an unforeseen offshoot of the global health care crisis. Here, he identifies three such stocks, one each in real estate, exercise equipment and gambling.
It's the first-ever episode of Left Brain Thinking, and Noland Langford -- chief executive at Left Brain Investment Research -- discusses the concept of election-proof stocks, companies that are poised to thrive over the next few years, coming out of pandemic regardless of how the presidential race turns out. Langford says Twilio and Uber are two prime examples.