9-8-2023 – Can Investors Make Sense Out of the Microchip Sector?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 9 September 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
Semiconductor stocks are no stranger to booms and busts and chip stocks have been red-hot this year, but analysts are wondering if there is more room 'to the upside'.
(Though it’s clear that many analysts and investors underestimated AI’s potential to propel sales this year, the real danger is what could happen if estimates climb too high.)
Today's Stocks & Topics: ET - Energy Transfer LP, The Federal Reserve, Labor Market, DIS - Walt Disney Co., CRI - Carter's Inc., Real Estate Co-Op, OMF – One Main Holdings Inc., Asset Allocation and Market Valuation, DOCU - DocuSign Inc., DG - Dollar General Corp.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.1 | Just and client, Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.3 | and share their unbiased answers. |
| 0:18.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.4 | clients throughout the United States. |
| 0:26.3 | The clarity for your path forward starts now. |
| 0:30.7 | Here is KPP Financial President, Financial Advisor Steve Peasley. |
| 0:36.0 | Good afternoon everybody and welcome to Invest Talk. |
| 0:40.2 | It is Friday, September 8, 2023. |
| 0:43.3 | I'm Steve Peasley and on this program podcast I will provide in useful data and unbiased |
| 0:50.6 | perspectives if I can, I think I can with my over 50 years of investing experience. |
| 0:56.9 | And my objective as I've told you many times before is to educate. |
| 1:02.4 | So I will make a mixture of the questions you ask and the available data I have in front |
| 1:09.8 | of me and come up with some kind of actionable material that you can act on if you wish. |
| 1:17.6 | And of course your contributions are the key. |
| 1:20.8 | We need your questions to drive the show. |
| 1:24.6 | You can drive any direction you want, long as it's financial. |
| 1:28.1 | So before I talk about the market's performance and stuff like that, let's go ahead and listen |
| 1:32.7 | to our first color question. |
| 1:34.6 | Hi, this is a great show. |
| 1:36.4 | I just have one question regarding energy transfer stock ET. |
| 1:41.3 | What are the prospects of buying this stock for future? |
... |
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