ValuEngine's Magnet Minutes: Recent Episodes
Jordan Kimmel
Tune into the markets with ValuEngine’s Magnet Minutes. Jordan Kimmel, ValuEngine’s Chief Market Strategist and Portfolio Manager provides timely market updates. Using the mindset of both an investor and trader, Jordan offers clear market updates on what is really going on - not the simple value vs. growth nonsense. Using the Magnet® Stock Selection Process, his unique blend of value, growth, and momentum - Jordan shares his actual holdings - and whether he is buying or selling. ValuEngine’s Magnet Minutes - for the informed investor.
In this episode of Magnet Investing Insights, Barry Sloane, CEO of Newtek, dives deep into the evolution of their business. Formerly a regulated investment company, Newtek transitioned into a financial holding company after completing the acquisition of NBNYC, which is now Newtek Bank, National Association. Barry elaborates on this transformative journey, shedding light on the regulatory changes and the strategic decisions driving Newtek's growth.For more information on Newtek One, visit http://www.newtekone.com
Welcome to Magnet Investing Insights, where we delve into the world of investing strategies that attract success. In this episode, renowned financial expert Louie Navellier discusses the power of quantitative screening in identifying lucrative investment opportunities.Quantitative screening, a data-driven approach, allows investors to sift through vast amounts of financial data to pinpoint stocks with strong potential for growth. Louie Navellier, with decades of experience in financial analysis, shares his insights on how quantitative screening can uncover hidden gems in the market and maximize returns for investors.Tune in as Navellier breaks down the intricacies of quantitative screening, highlighting key metrics and criteria investors should consider when conducting their analysis. From earnings growth to valuation metrics, Navellier provides invaluable tips on how to leverage quantitative screening to build a robust investment portfolio.Whether you're a seasoned investor or just starting out, this episode of Magnet Investing Insights offers invaluable insights into harnessing the power of quantitative screening to make informed investment decisions.
Access the Stock Grader tool directly through Louie Navellier's website at http://www.navellier.com. Additionally, Portfolio Grader is available on Louie Navellier's publisher's website at InvestorPlace: https://investorplace.com/ipa-login/?ipa_from=https://investorplace.com/dashboard/. While both websites offer the same functionality, users may find the formatting on this publisher's site more user-friendly.
Join us for an insightful discussion on investing as legendary investor Jim Rogers offers his unique perspectives on the current markets and advice for beginners. In this video, Jim Rogers, renowned for his astute investment strategies and global travels, delves into the core principles outlined in his influential books, including "Investment Biker: Around the World with Jim Rogers," "Street Smarts: Adventures on the Road and in the Markets," and "A Gift to My Children: A Father's Lessons for Life and Investing."Drawing from his extensive experience and insights, Jim shares his thoughts on navigating today's investment landscape, highlighting key opportunities and potential pitfalls. Whether you're a seasoned investor or just starting out, Rogers provides practical wisdom on how to approach investing with confidence and clarity.Tune in as Jim Rogers offers invaluable guidance for investors of all levels to achieve success in the ever-evolving world of finance.
In this episode, we will take a deep dive into the world of dividend investing with renowned expert Sam Stovall. Discover the strategies and tactics employed by seasoned investors to navigate the dynamic landscape of dividend stocks. From understanding dividend aristocrats to uncovering high-yield gems, Sam Stovall shares his expertise from years of market experience.Learn how dividends serve as a reliable source of passive income, providing stability and growth potential for your investment portfolio. Gain insights into dividend coverage ratios, reinvestment strategies, and the tax advantages of dividend stocks over bonds.Whether you're a novice investor or a seasoned pro, this episode equips you with the knowledge and tools necessary to identify and capitalize on dividend opportunities in today's market. Tune in and embark on a journey toward financial prosperity with expert guidance from Sam Stovall.
Dylan showed his wisdom of over 30 years of experience in the markets and shared his thoughts on the stock market, bond market, and having and using an edge. We went far behind the markets!
Jordan Kimmel, Chief Market Strategist and Portfolio Manager for ValuEngine Capital, shares the FACTS model and the Separately Managed Accounts based on the "most trustworthy companies in America".
The Trust 200 Index, based on the FACTS model, has continued to outperform all major reverified indexes over the last 11 years. The index was created by Index One, based in London.
For more detailed information about the Trust 200 Index and its performance, please visit:
https://indexone.io/index/d2bfdd48-0bf6-43a2-ae04-7d2cb3c92beb-0/overview
Amy Smith from Investor's Business Daily joined us on Magnet Minutes for a tribute to William O'Neil, the founder of IBD. Amy shared many of the lessons she learned working closely with Bill, who was foundational to me and many in the industry.
Ritika Hiranandani joined Magnet Minutes to discuss our book, INVEST IN THE NOW: 108 Inspirational Quotes to Inspire You to Live in Your NOW
Ritika also discussed our plans to be involved in the educational market between the US and India with a focus on business and investments.
BOOK DISCUSSED IN THIS EPISODE
Invest in the NOW - https://www.amazon.com/dp/B0BFV3YHVP/ref=cm_sw_r_awdo_E68VHD1SVEHBV4MWRK76_0
SUBSCRIBE AND LISTEN ON
Apple iTunes: https://lnkd.in/d4-bqTPg
Google Podcasts: https://lnkd.in/d327CHFC
Spotify: https://lnkd.in/dFcQ8tQt
Stitcher: https://lnkd.in/dq5wNixb
Pocket Cast: https://pca.st/q5n9grda
If you would like to discuss any of the information, please email me directly to set up a personal call jkimmel@valuenginecapital.comor visit his website https://www.valuenginecapital-jordankimmel.com/
XavoneCharles,President of Durable, joined us in a wide-ranging discussion of the current status and developments in EV charging stations and provided a millennium’s view into the world of sustainable energy, power generation, inclusion, and much more.
Kim Ann Curtin, Founder and CEO of The Wall Street Coach joined us to discuss her book, Transforming Wall Street, the importance of professionals using and being open to coaching, and some ideas on how we can get Wall Street back to serving its investors with a little more integrity through conscious compassion.
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Kim’s links:
Executive Coaching - TheWallStreetCoach.com
Podcast - iTunes or YouTube
Retreats - TheHoomana.com
Book - Transforming Wall Street
BOOK DETAILS
Transforming Wall Street: A Conscious Path for a New Future
When did capitalism and making money become bad things? Where do you draw the line between making a living and greed? Can you work on Wall Street without selling your soul? Is it possible there are more decent people working on Wall Street than there are wolves?
In this book, Curtin challenges the established narrative of self-interest and greed that has informed so much of the coverage around Wall Street, and sets out an optimistic and positive vision for the future of America's financial heart.
This book combines fresh insight, intelligence, and experience from fifty leading Wall Street luminaries, a panel of academic experts, and a wide-ranging group of Teachers of Consciousness - offering an eye-opening and soul-inspiring insight into the way that conscious capitalism is transforming America's financial industry.
Whether you're avidly capitalistic, angry at Wall Street, or simply seeking to balance wealth with meaning, Transforming Wall Street provides a roadmap to a more conscious existence. And with supporting evidence from The Wall Street 50, you'll see that integrity really does breed success.
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The legendary investor Jim Rogers joined Magnet Minutes today to share advice for all investors- young and old- to do their own homework! Jim was decidedly less bearish than usual and also reminded us that great investment opportunities often come on the heels of others’ pain following bear markets.
Issues around cyber security for major corporations as well as for individuals remain a critical and timely topic. Keith Franco and Dhafir Fuller from Format C:yber LLC joined us today on Magnet Minutes to discuss how to protect yourself and your business from attacks and stay safe.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Alex Berg, CEO of Index One, joined us on Magnet Minutes today. Index One was engaged by us to perform a back test of FACTS®, our model that ranks public companies according to their “Trustworthiness”.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Barry Sloane, of Newtek Business Services, has been managing his company for 24 years and has unusually clear insights into the business cycle. While Jordan and Magnet Minutes do not make specific stock recommendations on the podcast, Barry was brought on today as NEWT is at an important juncture in the company’s history and current economic cycle.
It looks like the oil trade has come to an abrupt halt. I am seeing money flow beginning to come into the beaten-up biotech sector which looks ready to come into favor. We are adding a few high-quality biotech companies right here and even adding exposure to biotech ETFs as most biotech companies do not pass the Magnet® screens.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
This market is showing the diverse technical signals of a riptide- one of the most dangerous conditions of all. It is better to relax and not fight this market. The shipping group hit an iceberg yesterday…no reason to be the captain here. We have benefited greatly from the group but have now made a full exit from the group.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Sam Stovall, Chief Investment Officer of CFRA, joins Magnet Minutes to discuss the state of the markets and his ideas on where we might be in the bull/bear cycle. Jordan introduced a new acronym for the right positioning in the current market environment- OUCH’S- Oil & Gas, Utilities, Commodities, Health Care- and shorting the high price-to-sales mania stocks.
Todd Schoenberger, Chief Investment Officer for Crosscheck Family Office, joined us on Magnet Minutes today to discuss the show he hosts- Buy Hold Sell, along with his expertise in the oil and gas and real estate industries. We also had the chance to discuss his book, No Lie Lives Forever. Great discussion- thanks for joining us Todd!
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Todd Schoenberger, author of No Lie Lives Forever
https://www.amazon.com/No-Lie-Lives-Forever-Novel/dp/1720808864/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=
The market continues the downward slide, and most investors are in denial. Bear markets are painful, especially if you are unprepared. The market seemed ready for a strong “bear market rally” but the retail earnings reports make a recession even clearer. We are moving from detail to despondency- do not be fully invested, especially in the wrong names.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
The market is in a textbook bear market cycle. We have been sharing clear warning signals that continue to come with surprising consistency. While value has been created, many are still clinging to hope in the wrong names. A headshot looks like it is coming. There are dozens of names that look great here- just not what many are holding enough of.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Charles Rotblut, VP and Editor of the American Association of Individual Investors Journal, and author of Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio, joined us on the Magnet Minutes Podcast to discuss the importance of unemotional and disciplined investing for the long-term investor. As America’s largest association of individual investors, it carries the mission of unbiased education and informative independent research and we appreciate Charles’s sharing his wisdom.
Visit AAII's website
https://www.aaii.com/
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Watch this episode on the Magnet Minutes YouTube page
https://youtu.be/EO6_ufMQEuE
Rob Isbitts, Founder and Chief Investment Strategist at Sungarden Investment Publishing, LLC joined us on Magnet Minutes to discuss alternatives to the traditional 60/40 model and the importance of marrying technical analysis to fundamentals.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Many stocks are already down more than most people thought, with more pain to come. The Fed is not in place to bail out poor investors. Cash flow remains the most important factor in the stock market.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Jeff Hirsch, the editor of The Stock Trader's Almanac, joined Magnet Minutes with an update on current market conditions and how they relate to the patterns identified and initially described in The Stock Trader's Almanac over the years.
Jeff and Jordan offer detailed opinions on not only what is happening in the markets- but also what they expect next.
Follow Jeff on Twitter @AlmanacTrader
https://twitter.com/AlmanacTrader
Check out the Stock Trader's Almanac website https://www.stocktradersalmanac.com
Subscribe to the Almanac Investor Newsletter https://www.stocktradersalmanac.com/Subscription.aspx
The sky is not falling and I am not sharing a “sell everything” warning. Most investors are simply not experienced enough to understand where we are in a bull/bear cycle. The market rallied right to technical resistance and is trading in a textbook decline. This is the time to remove the most speculative names out of your portfolio- and focus on Magnet stocks with solid cashflow.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Do not confuse this last rally as an all-clear to dive into the next riptide. Be thankful for second chances. The stock remains highly challenged and is giving many a second chance to adjust their portfolios and enhance the quality before the next hairpin turn.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Mariette Pan, the author of Gratitude Rocks, joined Magnet Minutes from the Deva Premal and Miten's Gayatri Festival in Costa Rica, to introduce a new book and investing concept. | March 25, 2022 Magnet Minutes.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Roger Maggio from Artography joined Magnet Minutes to discuss the art industry, collectibles, and NFTs in an inflation-driven environment.
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Website discussed on this episode:
www.artographylimited.shop
www.artographylimited.com
The stock market is trading with heightened emotions and being led by algos that are fraying emotions and over-trading on news. Expect more volatility and lower prices for companies without earnings. I expect we are about 50% there towards creating a true market bottom.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Yesterday’s bounce was more typical of a bear market rally attempt. The bottom is not in place in the speculative arena of over-valued no-earnings companies. We will be seeing margin calls soon for inexperienced and undisciplined investors.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Keith Franco, VP & Chief Security Architect, from Format C:yber LLC, joined Magnet Minutes to discuss cyber-security in light of the current events in Ukraine and new threats the public needs to be aware of.
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Website - https://formatcyber.com/
The stock market has been teaching valuable lessons this year. The market leadership is not the coming from the same companies that led the last move up. We continue to pay attention to cash flow and a discount.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Andiswa Samantha Gibson from Chic Décor Services discusses trends in real estate style and behavior in the Millennium age group.
ValuEngine’s Chief Quantitative Analyst Herb Blank discusses opportunities in value-oriented actively managed ETFs, and why this might be the right time in the market cycle to explore them.
ValuEngine's Blog | blog.valuengine.com
Ziad K. Abdelnour reminds us that the best days are ahead for those with the proper attitude and that winning is a mindset.
There are very few Magnet stocks that look like “buys” right now…There is so much negativity on Wall Street right now that you should expect a bounce…it likely will be a “sell on rally” for most professionals.
Legendary investor Jim Rogers joins the show from Singapore. Jim shares a wealth of career insights and gives his thoughts on what is next for the stock market.
As a valuation reset begins, it has clearly become the time to understand the relationship between growth expectations and true cash flow. More pain to come for those buying the air in a bubble.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Terry Mollner, one of the original founders of Calvert Investments, discusses his new book as he continues to strive for a more sustainable environment than focuses on cooperation rather than competition.
Terry's New Book - Sensation of Oneness: Cooperation for Maturation, Not Competition, Is the Fundamental Process in Nature And We Can Experience It as a Sensation
If you bought into hype, it is still not too late to stop the bleeding. You should think about getting on the flight to quality and cash flow, real investing is about controlling your risk as well as your emotions.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Investors need to look for cash flow not hyped stories. Please be careful as many inflated companies still have a long way to fall.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Corey Halliday, independent risk manager, discusses risk control while trading in the options markets
Sam Stovall discusses the most important investment considerations for 2022
Sam Stovall, Chief Investment Strategist at CFRA As Chief Investment Strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA’s outlooks for the economy, market, and sectors. He is the author of The Seven Rules of Wall Street and The S&P Guide to Sector Investing. He also writes weekly “Sector Watch” and “Investment Policy” reports on CFRA’s MarketScope Advisor platform, and maintains the Industry Momentum and Seasonal Rotation portfolios. His work is also found in CFRA’s flagship weekly newsletter The Outlook. Prior to joining S&P Global in 1989 and CFRA in 2016, Sam served as Editor In Chief at Argus Research, an independent investment research firm in New York City.
I am expecting a technical bounce soon, but not the time to buy hype on the bounce.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Cash flow is king, valuation matters, and the trend is your friend.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
What are the best vehicles for income investing? Herb Blank shares insights on income ETFs and Jordan shares the ValuEngine Increasing Dividends SMA. Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
It is a market of stocks, not only a stock market. You should insist on value, growth, and momentum- not just momentum.
Listeners are encouraged to ask Jordan questions. Email Jordan atjkimmel@valuenginecapital.com
Magnet stocks vs hope, hype and dreams.
Listeners are encouraged to ask Jordan questions. Email Jordan atjkimmel@valuenginecapital.com
This is a time to look for cash flow and increasing profits margins- the hallmark of true Magnet stocks.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
The fed is not here to bail out the overvalued speculation that bid pockets of the market to absurd levels.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Market internals are flashing warning signs, time to trim or sell your most speculative stock holdings.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Tune into the markets with ValuEngine’s Magnet Minutes.
Jordan Kimmel, ValuEngine’s Chief Market Strategist and Portfolio Manager provides timely market updates. Using the mindset of both an investor and trader, Jordan offers clear market updates on what is really going on - not the simple value vs. growth nonsense.
Using the Magnet® Stock Selection Process, his unique blend of value, growth, and momentum - Jordan shares his actual holdings- and whether he is buying or selling.
If you are trading yourself, you can keep up by using his ground breaking book Magnet Investing, Build a portfolio & pick winning stocks using your home computer.
ValuEngine’s Magnet Minutes - for the informed investor.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com