10-14-2021: Evidence Warns of the Need for a 'Cautious View' Before Investing in China
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 15 October 2021
⏱️ 47 minutes
🧾️ Download transcript
Summary
One prominent investor says the ‘deck is stacked’ in China, so why bother?
Today's Stocks & Topics: QRVO - Qorvo Inc., SPY - SPDR S&P 500 ETF Trust, Nuclear Energy, Gas Shortages, GLD - SPDR Gold Shares, NYCB - New York Community Bancorp Inc., SMG - Scotts Miracle-Gro Co., IHI - iShares U.S. Medical Devices ETF, MU - Micron Technology Inc., PAGS - PagSeguro Digital Ltd. Cl A.
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Transcript
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| 0:00.0 | Now, on this Invest Talk podcast, Justin Klein listens to your questions. |
| 0:07.0 | So let's go to Mack in Los Cabos, Mexico looking at Q-R-V-O. You own it or looking to buy it. |
| 0:16.0 | I own it, I sold some for a profit, and I was thinking about getting back at some shares at this point. |
| 0:25.0 | And provides unbiased answers. |
| 0:28.0 | They're doing trellis 12 month free cashflow at $1.2 billion, and it is a $18 billion mark cap, so it's not expensive. |
| 0:35.0 | But technically it is weak. |
| 0:37.0 | Invest talk. Over 35 million downloads and counting. |
| 0:42.0 | Your participation makes it unique. |
| 0:45.0 | 880-99 sharp. |
| 0:47.0 | This podcast is produced by KPP Financial, Steve Peasley President, KPP Financial, Independent Thinking, Shared Success, and out today's podcast. |
| 1:07.0 | Good afternoon fellow investors, and welcome to Invest Talk this Thursday, October 14, 2021 edition of Invest Talk. |
| 1:19.0 | And you've heard it many times here by myself and Steve about market volatility. |
| 1:28.0 | And today you saw market volatility. |
| 1:31.0 | A lot of people think volatility is a market going down. |
| 1:34.0 | Well, volatility is just simply a lot of whipsawing moves up and down. |
| 1:40.0 | More bigger moves than expected. |
| 1:43.0 | And that's kind of what you saw today on the upside. |
| 1:47.0 | And so that is a good thing if you've been buying this dip. |
| 1:51.0 | But then the question is, are we out of the woods? |
| 1:55.0 | Or are we going to continue to see more volatility? Both ways. |
| 2:01.0 | Well, we're going to unpack that. |
| 2:03.0 | And many more on today's show as we power through the fourth quarter. |
... |
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