Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 4 January 2025
⏱️ 50 minutes
🧾️ Download transcript
Summary
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Buttlerfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.
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Transcript
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| 0:00.0 | This is a special Invest Talk, best of caller questions compilation program. |
| 0:06.1 | Remember, the InvestTalk phone lines never close. |
| 0:09.9 | Please call with questions. |
| 0:11.5 | 888-99 chart. |
| 0:13.6 | 888-99, C-H-A-R-T. |
| 0:17.4 | They will be played and answered on an upcoming InvestTalk podcast. |
| 0:22.5 | So talk to Mark in San Diego. |
| 0:24.5 | Let's talk about the energy sector. |
| 0:26.3 | Yeah, I got a bunch of the big Vanguard ETFs and energy and oil. |
| 0:32.5 | And, of course, they peaked out a couple weeks ago, |
| 0:34.6 | and I'm wondering if it's time to sell some calls on them as they so they start to retract over the summer. |
| 0:41.2 | Well, it depends on your view of where oil prices are going. |
| 0:47.3 | Now, what's interesting is that after the earnings season, the most revised positively sector in the market was the energy sector, |
| 0:59.2 | meaning the movement and Q2 earnings expectations moved up the most in the energy sector |
| 1:05.0 | out of all 11 sectors in the market. |
| 1:08.3 | So the earnings picture is actually improving, but obviously near term, |
| 1:13.9 | the oil prices have come down. Do you sell calls? I'd rather sell calls when things are overbought, |
| 1:19.6 | not oversold. Right, right. That's my question. Yeah. And right now it's oversold. So I wouldn't |
| 1:25.1 | be quick to be selling calls in that environment. |
| 1:29.0 | All right. Thank you very much. No problem. Thanks for the call. Mark. |
| 1:32.7 | Hey, Luke, how you doing? I am a cash flow investor. And I'm listening to the show. |
| 1:39.5 | You guys have talked about shorter duration bonds. They're paying around 5% or so right now. |
... |
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