8-23-2023 – Is Value Investing as Cheap as It’s Ever Been?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 24 August 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
Looking at growth vs value, one analyst claims that some sectors are disconnected from business value.
Today's Stocks & Topics: FL - Foot Locker Inc., Real Rates, Commercial Office Space, Cash, ARHS - Arhaus Inc., SHOP - Shopify Inc. Cl A, TGT - Target Corp., BAC - Bank of America Corp., X - United States Steel Corp.
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Transcript
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| 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. |
| 0:17.8 | 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 Klein. |
| 0:37.8 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:41.4 | This is our Wednesday, August 23rd, 2023 edition I'm Justin Klein and I'm here as usual |
| 0:47.6 | to help you become a better investor and to accomplish this we're going to mix in some |
| 0:53.4 | educational and actionable material and of course your contributions in the form of |
| 0:58.6 | your questions and comments are always important and a vital part of the mix on today's show |
| 1:06.2 | because you drive the conversation. |
| 1:08.1 | We'll talk about the markets and rundown some show topics but right now we're going to |
| 1:12.6 | head to our first caller question at 8-899 sharp. |
| 1:16.1 | All right looking at Foot Locker and the answer is simply no I don't like the market |
| 1:40.3 | over here actually when markets cut the dividend or business is cut the dividend that |
| 1:45.5 | knocks out a bunch of investors who were chasing that dividend. |
| 1:48.1 | This is a good example before the it was trading at around 24 now it's at 16 so before the |
| 1:57.7 | earnings the dividend yield was closer to let's say 6 or 7 percent now backwards looking |
| 2:05.9 | if they were to continue the dividend as before it would be about 9.6 percent and so |
| 2:11.3 | it just shows you that those above average high dividend payers often times are very high |
... |
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