InvestTalk 6-19-2024 – Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 19 June 2024
⏱️ 49 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. |
| 0:05.6 | Remember, the Invest Talk phone lines never close. |
| 0:09.4 | Please call with questions. |
| 0:11.0 | 888-99 chart. 888-99 chart 888-99, |
| 0:15.0 | CH-A-R-T. |
| 0:17.0 | They will be played and answered on an upcoming Invest Talk podcast. |
| 0:21.0 | So, Dr Mark in San Diego, I want to talk about the energy sector. |
| 0:26.0 | Yeah, I got a bunch of the big Vanguard ETS and energy and oil. |
| 0:32.0 | And of course, they peaked out a couple of weeks weeks ago and I'm wondering if it's time to sell some calls on them as they so they start to retract over the summer. |
| 0:41.0 | Well it depends on your view of where oil prices are going. |
| 0:47.0 | Now what's interesting is that after the earnings season, |
| 0:51.0 | the most revised positively sector in the market was the energy sector, |
| 0:58.9 | meaning the movement in Q2 earnings expectations moved up the most in the energy sector out of all 11 sectors in the market. |
| 1:08.0 | So the earnings picture is actually improving, but obviously near term the oil prices have come down. |
| 1:16.0 | You know, do you sell calls? I rather sell calls when things are overbought, not oversold. |
| 1:20.0 | Right, right, that's my question, yeah. |
| 1:22.0 | Yeah, and right now it's oversold. So I wouldn't be quick to be selling calls in that environment. All right. Okay. Thank you very much. No problem. Thanks for the call Mark. Hey Luke, how you doing? I am a cash loan investor and |
| 1:37.5 | uh, listen to her show, you guys have talked about shorter duration bonds. |
| 1:42.8 | They're paying around 5% or so right now. |
| 1:45.7 | So my question is, why would I put the money in bonds |
| 1:50.0 | as opposed to a money market, which is now paying over 5% as well. |
| 1:55.0 | Even if the money market's variable, but you know, we do believe that it's going to be |
... |
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