09-27-18: Why The Bubble In Defense Stocks May Soon Burst
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 27 September 2018
⏱️ 46 minutes
🧾️ Download transcript
Summary
Shares of defense contractors have registered strong gains over the past decade, but may now be speeding towards a hard landing.
Today's Stocks & Topics: MORL - ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN, GIS - General Mills Inc., PSTG - Pure Storage Inc. Cl A, IP - International Paper Co., ROKU - Roku Inc. Cl A, MERC - Mercer International Inc., Federal Chairman Jerome Powell, Fundamentals, GDX - VanEck Vectors Gold Miners ETF, Durable Goods Report.
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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. Good afternoon everybody and thank you for joining me today here on Invest Talk. I'm Steve Peasley and of course welcome to the September 27th edition of Invest Talk. |
| 0:32.0 | And there's a lot going on today in the market. 7th edition of Invest Talk. |
| 0:32.9 | And there's a lot going on today in the markets and elsewhere, |
| 0:35.6 | but our focus on this program is always you, |
| 0:39.9 | your investments and your continuing education |
| 0:42.3 | on how to become an above average investor. |
| 0:45.2 | So as promised I will provide unbiased comment and analysis for you today. I will do my best. But of course I am encouraging your participation. |
| 0:58.0 | I want you to be part of the show. Please, please call or any time to the 888-99 chart and ask your questions. |
| 1:05.0 | You make it interesting. |
| 1:06.8 | You do, not me. |
| 1:08.4 | I came across two headlines that I think we need to share this morning. One is Intel hit with another downgrade on |
| 1:17.2 | production issues. It seems analysis of their chip-making ability of Intel's are telling me that A. M. D. is doing a better and faster and cheaper job. |
| 1:35.0 | They come into market faster with a newer generation, |
| 1:38.0 | it's smaller and it's more efficient, the microchips. |
| 1:42.0 | They're both companies in Santa Clara, California. So they're |
| 1:45.6 | arch enemies. So I need you to be aware of this. He is an investor. And this |
| 1:51.5 | Apple traders bet stock will soar to new records. |
| 1:55.0 | Whenever I read that kind of headline, it worries me. |
| 1:59.0 | I am an Apple owner in our man's accounts we owned and not all of them but we own Apple and have for some time. |
| 2:10.0 | So the enthusiasm for Apple is based on the belief that sales of the new iPhone will boost Apple shares. |
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