InvestTalk 2-1-2024 – The New Reality for Investors
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 2 February 2024
⏱️ 47 minutes
🧾️ Download transcript
Summary
One veteran portfolio manager holds the view that we’ve been in a truly extraordinary period since the early 1980s--- but things have now returned to normal.
Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., TRMLF - Tourmaline Oil Corp., AAPL - Apple Inc., 15% Global Minimum Tax, MGRC - McGrath RentCorp, TFX - Teleflex Inc., D - Dominion Energy Inc., Fixed Rate Debt.
Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Progressive: https://www.progressive.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is invest talk. |
| 0:05.0 | Independent thinking shared success. |
| 0:09.0 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions and share their |
| 0:15.3 | unbiased answers. Invest Talk is made possible by KPP Financial, a registered investment advisor |
| 0:22.4 | firm serving clients throughout the United States. |
| 0:26.4 | The clarity for your path forward starts now. |
| 0:30.7 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:37.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:42.0 | This is our Thursday, February 1st, 2024 edition. And yes, that's right. We are into the second month of the year. A lot of news out today, a lot of market movements to unpack for you. |
| 0:57.0 | Now I'm host Justin Klein and I'm excited for this hour as usual, answering your questions and giving you my unbiased perspective. |
| 1:06.7 | Now we're going to talk about the market performance today as well as the show topics but let's hit our first caller question now. |
| 1:14.3 | Hi Dave from Ohio I really appreciate the podcast I listen every evening I'm looking |
| 1:21.0 | at a stock Stanley Black and Decker symbol as SWK. I know it's a |
| 1:27.8 | typical stock your thoughts and what would be a good entry point. |
| 1:32.6 | Thanks and I'll be listening. |
| 1:34.0 | We had a call about this, |
| 1:37.0 | I want to say a month or so ago, |
| 1:39.0 | and this was one of those ones I was pretty torn on because historically this is a great business. |
| 1:48.0 | A very good business. For everyone else out there, Stanley Black and Decker, they make tools for professional industrial |
| 1:55.7 | and consumer markets and it's been a fantastic business. They the return in equity up until basically 2021, averaged somewhere in the low teens over the last 2030 years,, loaded mid-teens, which is a good business. |
| 2:15.8 | Yeah, let me back up. |
| 2:17.4 | It's a good business, not an amazing business, but a good business. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.