energy stocks

Live from the Excell Conference in Nashville, this week we bring you incredible stories and valuable guests!

In this episode, Ryan Detrick & Sonu Varghese sit down with Paul Hickey, Co-Founder: Bespoke Investment Group and Bespoke Market Intel, Sam Ro, CFA, Founder of TKer.co, and Frank Cappelleri, Founder and President at CappThesis.  

They cover various topics, including the current state of the economy, technical analysis, market trends, inflation, and the impact of higher energy prices on the economy. They also share their experiences running their own companies and the importance of adapting to market feedback. 

Together, they discuss:

• The message of the market from a technical point of view, focusing on bullish patterns and low volatility
• The weak consumer sentiment and its correlation with presidential approval ratings and inflation
• The early days of their businesses, including not having basic supplies, going independent, and the importance of listening to the market 
• The performance of small caps and the factors affecting their movement
• Details about their companies and how they help investors and advisors
• Whether the economy is in an early cycle or heading towards a recession
• The need to know your time frame when trading and the benefits of being market agnostic
• And more!

Connect with Paul Hickey: 

• LinkedIn: Paul Hickey
• Bespoke Investment Group

Connect with Sam Ro: 

• LinkedIn: Sam Ro
• TKer by Sam Ro

Connect with Frank Cappelleri: 

• LinkedIn: Frank Cappelleri
• CappThesis

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese

The Aussie share market traded flat this week, rising just 0.01% (Mon-Thu), as a rally in Financial, REIT and consumer discretionary stocks was offset by the energy sector plunging over 2.8%. Energy stocks were rocked by falling commodity prices, especially gas dropping on news of a global oversupply, while oil prices dropped over 2% later in the week.

In this week's wrap, Grady covers:
 •    (0:48) Why has the healthcare sector outperformed the broader market
 •    (1:59) Neuren & Telix Pharmaceuticals making sound progress
 •    (4:11) The best performing stocks in the ASX200
 •    (5:03) The most traded stocks & ETFs by Bell Direct clients
 •    (5:38) Three economic news items to watch out for 

Why you should have at least a three-year investment time horizon and what you might expect over the next one to three years after we exit the current bear market.  We review income investments to "weather the storm", and also, we take a look at Wells Fargo's picks in the best performing market sector this year.

No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to change, as Morningstar’s Jakir Hossain explains. Plus, we look at why some of us can’t help but trade – even though we might not get the best outcomes. 

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.  

Timestamps

0:06 Introduction

0:49 Volkswagen’s IPO looks good, but we have concerns over the timing.

2:06 Adobe is acquiring new design software 

3:26 New lower fair value estimate for Compass Minerals’ stock 

4:34 Why investors trade and how it can be dangerous to their portfolios.

6:12 What is driving the continued durability of utilities?

7:32 Is there room for utilities companies to grow?

10:21 Utilities stock picks

11:41 Retiring in a Down Market? Consider These Strategies

Companies mentioned in this episode.

Volkswagen AG (VLKAF); Adobe Inc (ADBE); Compass Minerals International Inc (CMP); NiSource Inc (NI) andDominion Energy Inc (D)

Read about topics from this episode.

Retiring in a Down Market? Consider These Strategies

Will Porsche’s Stock IPO Be as Popular as Its Sports Cars?

Volkswagen Announces Pricing of 25% Equity Stake Sale in Porsche

Why We Trade

The Tragic Irony of Overconfidence in Investing

The Inflation Reduction Act Is Spurring Interest in Clean Energy and Climate-Conscious Investing

Investing in Climate Action: 2 Renewable Energy Stocks to Consider

Why Are Utility Stocks Doing So Well?

Horrible things are happening in Ukraine, and we aren't about to lose sight of that.  But, given that this is a financial podcast, today Amy Walls from Thimbleberry Financial breaks down what your level of financial worry should be over this conflict.

We look at the criteria involved for you to actually worry about something, and how much of that applies here, depending on your individual situation. 

Next, Amy talks about what the war in Ukraine could mean for the future of the market. And while we don't have a crystal ball, Amy provides some historical data that can inform opinions and predictions.  This includes what the market did after Pearl Harbor and 9/11.

Before you worry, know your status - be sure to have a clear picture of your financial situation. And if you don't know, find out!

Differentiate between what you can control and what you can't.  And please avoid "market-tainment" shows - designed to play on your emotions.

Finally, there may be opportunities here, from rebalancing, to Roth conversions, to defense and energy stocks.

For questions about any of this, or anything related to your financial future, reach Amy Walls and her team at Thimbleberry Financial at (503) 610-6510, or on the web at https://thimbleberryfinancial.com/

To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

A wrap up of the markets in 2021, The Santa Claus Rally, and a kickoff to investing in 2022.  We will cover some of the best stocks to invest in according to Investorplace.com including some of the best high dividend stocks to own right now.  We also hear from Economist Brian Wesbury of First Trust Securities with his take on Inflation and why investors need to pay attention in 2022.

There are ways to protect your assets in volatile markets.  Economist Brian Wesbury shares his 2022 targets for the Dow and the S & P.  ETFs in the Semiconductor area are reviewed.  Energy stocks to bone up on before winter sets in.  How will President Trump's social media platform fare in 2022?

How to have your shopping list ready to buy on any pullbacks in today's market.  Inflation hedge ideas including a unique opportunity you may not have thought about.  We also review Jim Cramer's latest stock picks that he believes will benefit from higher inflation.

We review even more hedges against inflation, and we cover some high yielding investments in Healthcare and Technology.  We also discuss some stock picks from Investorplace.com in the energy sector.

The ASX200 is eyeing a fall of 0.3% at the open.

A day under US President Biden’s leadership and he’s kicked the focus to renewable energy, by re-joining the Paris Climate agreement and re-engaging with the World Health Organisation.  

What to watch today:
- Energy stocks could see another pull back today after the oil price fell 0.5% with Biden planning to roll back oil and gas infrastructure projects. 
- The Federal and South Australian Government announced SA will receive a $45 million handout to expand its recycling infrastructure.
- Keep an eye on travel stocks like Flight Centre (ASX:FLT) and Webjet (ASX:WEB) as Emirates will resume flights on Monday to Sydney, Melbourne and Brisbane.
- Preliminary retail sales data is out today and is expected to show sales cooled in December after November sales grew 7.1%, which was the biggest jump in sales in six months.

Local trading ideas:
- Cluey (ASX:CLU) was given a speculative buy rating by Bell Potter.
- Coronado Global Resources (ASX:CRN) was upgraded by Bell Potter with a new $1.55 target.
- BetMakers Technology (ASX:BET), Bellevue Gold (ASX:BGL) & Trek Metals (ASX:TKM) are giving off bullish charting signals according to Trading Central.

It's been an eventful week as the ASX reshuffles its deck. But not all eyes are on the domestic market, as key events unfold around the U.S. Presidential election and the booming tech sector loses a touch of its charge. 

In this week’s wrap, Jessica covers:

• (0:37) The Sectors report: Oil falls and Energy retreats
• (0:48) Rio Tinto (ASX:RIO) gains 5% as investors back copper
• (0:57) Two things to consider with the current pullback
• (1:48) Consumer & business sentiment rebounds
• (2:27) Three things to look out for next week
• (4:47) The S&P ASX20 reshuffle - Coles (ASX:COL) joins, Suncorp (ASX:SUN) ousted
• (5:34) Appen (ASX:APX) & Fisher & Paykel Healthcare (ASX:FPH) join the S&P ASX100
• (5:48) Five key stocks that joined the S&P ASX200

The market is rallying, the NASDAQ is positive for the year, are you taking advantage?
We talk about some income ideas and some growth ideas and even some stocks you may consider selling right now.  Dollar cost averaging for retirement, how to catch up right now!

Ideas on ways  to invest in 5G Technology.  Why it's never too late to get started on Retirement Planning.  Market signs to look for over the next few weeks to give clues about 2020.

Why to stay invested and how to weather the current stock market volatility.  We explain the reasons for the early week sell off s and the late week uptrend.  Whats next?

Expert picks of aggressive stocks that may bounce higher with a market rebound, and some stocks we love to hate that might just be on sale right now!

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