InvestTalk 1-4-2024 – Are There Sensible Portfolio "Takeaway" Lessons from 2023?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 5 January 2024
⏱️ 48 minutes
🧾️ Download transcript
Summary
As you adjust your investment portfolio for 2024, experts say that “Don’t fight the Fed” is one good example.
Today's Stocks & Topics: ORCL - Oracle Corp., CWCO - Consolidated Water Co. Inc., TREX - Trex Co. Inc., Paying-off Auto Loans Early, Covered Calls Strategy, Oil Companies, BRKB - Berkshire Hathaway Inc. Cl B, Auto Industry, OKEO - NEOK Inc., WMB - Williams Cos.
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Transcript
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| 0:00.0 | This is invest talk. |
| 0:05.0 | Independent thinking, share success. |
| 0:08.0 | Justin Klein and Steve Heasley stand ready to take your finance and investment questions and share their |
| 0:15.1 | unbiased answers. |
| 0:17.1 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:25.0 | The clarity for your path forward starts now. |
| 0:30.0 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Clyde. |
| 0:35.0 | Good afternoon fellow investors and welcome back to Investock. |
| 0:42.0 | This is our Thursday, January 4th, 2023 edition. |
| 0:46.6 | And the year is well underway, but our job continues. Just like it does every day, trying to help you move forward and take that next step in your journey towards your own version of Financial Freedom. |
| 1:01.0 | I'm Justin Klein and I'm excited to answer your finance |
| 1:04.3 | and investment questions today and give you my unbiased perspective developed |
| 1:09.8 | from over 20 years of investing experience. |
| 1:13.2 | I'm going to run down the show topics |
| 1:14.6 | as they usually do as well as the market performance, |
| 1:17.2 | but we're going to hit our first call a question now. |
| 1:21.3 | Hi, Steve, Justin, this is said from Charlotte, North Carolina. I would like to see if you are seeing a good value long term for Oracle. |
| 1:32.0 | ORCL is the kicker symbol oracle please let me know what's your |
| 1:38.2 | opinion and if you think it's a right company what could be the buying point thank you so much and happy year by |
| 1:46.7 | well happy new year to you as well and you're looking at oracle and this is a name that had been doing fairly well up until the summertime |
| 1:56.8 | and it peaked right around $125 per share now at about a hundred about 102 so a decent pullback overall if you zoom out to a |
| 2:06.2 | weekly chart we're still an uptrend but near term it is definitely in a down |
... |
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