Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 15 August 2024
⏱️ 48 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 Butterfly 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. |
| 0:06.0 | Remember, the InvestTalk phone lines never close. |
| 0:09.8 | Please call with questions. |
| 0:11.4 | 888-99 chart. |
| 0:13.5 | 888-99 C-H-A-R-T. |
| 0:17.3 | They will be played and answered on an upcoming InvestTalk podcast. |
| 0:22.4 | So talk to Mark in San Diego. |
| 0:24.3 | Let's talk about the energy sector. |
| 0:26.1 | Yeah, I got a bunch of the big Vanguard ETFs and energy and oil. |
| 0:32.4 | And, of course, they peeped out a couple weeks ago, and I'm wondering if it's time to sell some calls on them as they start to retract over the summer. |
| 0:41.1 | Well, it depends on your view of where oil prices are going. |
| 0:47.1 | Now, what's interesting is that after the earnings season, the most revised positively sector in the market was the energy sector, |
| 0:58.6 | meaning the movement and Q2 earnings expectations moved up the most in the energy sector |
| 1:04.9 | out of all 11 sectors in the market. So the earnings picture is actually improving, but obviously near term, the oil prices have |
| 1:15.0 | come down. |
| 1:16.6 | Do you sell calls? |
| 1:17.6 | I'd rather sell calls when things are over-bought, not over-sold. |
| 1:20.3 | Right, right. |
| 1:21.3 | That's my question, yeah. |
| 1:22.7 | Yeah, and right now it's over-sold. |
| 1:24.2 | So I wouldn't be quick to be selling calls in that environment. All right. |
| 1:29.4 | Thank you very much. No problem. Thanks for the call. Mark. Hey, Luke, how you doing? I am a cash flow |
... |
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