06-04-2020: Stock-Market Investors Eager To Rotate Into 'Unloved' Sectors Should Look Before They Leap
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 5 June 2020
⏱️ 47 minutes
🧾️ Download transcript
Summary
Stocks left behind as the COVID-19 pandemic forced the economy into a virtual shutdown are showing signs of life.
Today's Stocks & Topics: CPB - Campbell Soup Co., KL - Kirkland Lake Gold Ltd., KL - Kirkland Lake Gold Ltd., Stock Trading Tools, AIG - American International Group Inc., FOUR - Shift4 Payments, Exchange Traded Notes, SJM - J.M. Smucker Co., NEM - Newmont Corp., GDX - VanEck Vectors Gold Miners ETF, Insurance Claims.
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Transcript
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| 0:00.0 | This podcast is produced by KPP Financial, Steve Peasley President, |
| 0:10.4 | KPP Financial, Independent thinking, shared success. |
| 0:15.0 | And now today's podcast. |
| 0:17.0 | Good afternoon fellow investors and welcome to Invest Talk. This is our Thursday, June 4th, 2020 edition of Invest Talk in June 4th, 2020 edition of Invest Talk and June is well underway and we're basically into summer. |
| 0:40.0 | And unfortunately we are seeing 2020 spiral into an even worse year, right? |
| 0:51.0 | It's been quite the year and we're not halfway through. And there's a lot of |
| 0:57.7 | civil unrest and you know the market typically doesn't like that. So far it has ignored the issues, at least the potential |
| 1:09.2 | impact from the civil unrest. |
| 1:13.0 | And, you know, I dressed this a little bit on Monday, |
| 1:19.0 | but I want to kind of give you an analogy, which I hopefully will give you some perspective of maybe why we're here. |
| 1:30.0 | And we always talk about CNBC, right? |
| 1:34.0 | Why you don't watch CNBC? |
| 1:36.0 | Well, there's three main reasons you don't watch CNBC. |
| 1:39.0 | Well, there's one main reason to say that. |
| 1:41.0 | And the main reason is because |
| 1:43.3 | CMEC doesn't care if you make money. They don't care. They are a cable |
| 1:49.3 | news, finance news station and they only care if you watch. |
| 1:57.3 | Right, so that's why you always hear them talking about |
| 2:02.0 | the apples of the world, the Tesla's of the world, the interesting |
| 2:05.9 | companies in the marketplace. Really are they talking about you know tried and true industrial names or utilities right which all have |
| 2:21.2 | their merits for investment. |
| 2:24.0 | But those aren't exciting. |
... |
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