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InvestTalk

11-13-2020: Investors Must Decide If An Earnings Comeback For Cyclical Stocks Will Justify Their Faith

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, Business News, News Commentary, Investing, Entrepreneurship, News

4.31.5K Ratings

🗓️ 14 November 2020

⏱️ 47 minutes

🧾️ Download transcript

Summary

As investors continue to grow more optimistic about an economic recovery in 2021, energy, real estate and industrials may look like an attractive bet based on earnings expectations.



Today's Stocks & Topics: 401k, CHL - China Mobile Ltd. ADR, QQQ - Invesco QQQ Trust Series I, REITs, Buy the Dips, BAYRY - Bayer AG ADR, Foreclosure, SFM - Sprouts Farmers Market Inc.



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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 everybody and welcome to Invest Talk. It is Friday, November 13th, 2020, Friday the 13th. Yeah, okay. So I know everybody's anxious about many things, right? The

0:36.8

pandemic is still a worry. Looks like Biden is the going to be the

0:41.9

president. We thought he would be but Trump still hasn't

0:45.1

conceded but the count is made it so that he is the president-elect in my and I don't think that's going to change.

0:54.8

So is that a problem for us as investors?

0:58.5

Not really, not really.

1:00.5

We'll get into that if you want to talk about that, I to talk about but we didn't have good news about the vaccine the vaccine is here

1:07.4

The first one in the ways from Pfizer

1:10.4

It's gonna be out and then within the next month or so in millions of doses and that's the first of a number of vaccines and a number of vaccines and a number of treatments coming out.

1:23.0

So I'm thinking we have to think ahead and start investing as if what will happen if this is over,

1:31.0

meaning the COVID-19 crisis is over. I know it's spread and it's bad in many places,

1:40.0

but I don't think you should invest that way.

1:43.0

You know, I know that certain states are resetting down

1:45.6

and counties and cities here in California.

1:48.1

Okay, but I'm still thinking you don't invest that way.

1:51.6

You invest looking forward. Forward. I'm Steve Peasley and today

1:56.4

in this program and podcast I will do my best to provide unbiased answers to your finance

2:02.0

and investment questions. I know you want strategies so we'll provide those. We have to deal with this

2:07.5

volatility. It's still going to be with us. I still think we're probably going

...

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