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InvestTalk

2-6-2023 – Stocks Surged in January but Do They Still Look Undervalued?

InvestTalk

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

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

4.41.5K Ratings

🗓️ 7 February 2023

⏱️ 46 minutes

🧾️ Download transcript

Summary

With the economy weakening and monetary conditions still tightening, the easy returns may have been captured already.

 

Today's Stocks & Topics: Jobs Report, How Investors Handling Their 401k, Secure 2.0 Act, CRM - Salesforce Inc., AEM - Agnico Eagle Mines Ltd., The SPIVA (S&P Indices Versus Active), HSIC - Henry Schein Inc., ORI - Old Republic International Corp., JXN - Jackson Financial Inc.

 

Justin's PERSPECTIVE concerns an important financial institution that affects all of us: The Federal Reserve.



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Transcript

Click on a timestamp to play from that location

0:00.0

This is Invest Talk, independent thinking, shared success.

0:08.9

Just and client and Steve Peasley, stand ready to take your finance and investment questions

0:14.1

and share their unbiased answers.

0:17.6

Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving

0:23.2

clients throughout the United States.

0:26.1

The clarity for your path forward starts now.

0:30.4

Here is KPP Chief Executive Officer, Financial Advisor Justin Clyde.

0:38.1

Good afternoon fellow investors and welcome back to Invest Talk.

0:42.0

This is our Monday, February 6, 2023 edition and as long time listeners know, this is a

0:50.3

show that's about giving you perspective, giving you data and helping you navigate

0:56.8

ever changing markets.

0:58.8

You know, markets change from year to year, from quarter to quarter, from month to month.

1:04.8

And a lot of that has to do with changing liquidity dynamics, changing economic trends.

1:11.7

And that means you have to stay on top of them in order to understand what environment

1:16.8

we are operating in today.

1:19.6

And we are in early February, but that also means that we are still in the midst of

1:25.8

earnings season.

1:27.8

And when you're looking at earnings, it's important to remember one big factor, especially

1:39.3

in a time when earnings are decelerating, dropping from any companies and likely to

1:47.3

hit negative territories sometime this year.

1:52.1

But if you look back in history, you will see that typically, equities trough six to

2:00.4

nine months before earnings reach their low point.

...

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