Three Critical Things to Watch During Earnings Season (Ep. 627)

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 18 July 2018

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today’s show is packed full of great information… You’ll want to get a pen ready before listening. I welcome back good friend—and Wall Street Unplugged regular—John Petrides. John is managing director and portfolio manager at Point View Wealth Management. He’s got a phenomenal pulse on the market. Listen as John reveals three critical things to pay attention to during earnings season, which is now underway. And, as always, John gives us a lot of fantastic investing ideas. He highlights the sectors he expects to report blowout earnings… details his prediction of a rotation from asset-light businesses to asset-heavy businesses... and breaks down a “worst-case” scenario you absolutely must keep on your radar. I’m having a great time at the Sprott Natural Resource Symposium. You can expect an incredible update next week on this year’s conference.

Transcript

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0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream
0:06.1	financial media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.8	right to you on Main Street.
0:16.0	How's it going out there is July 18th.
0:18.0	And I'm Frank Curzy, host of the Wall Street Unplug Podcast,
0:21.0	why break down the headlines.
0:22.0	End.
0:23.4	Tell you what's really moving these markets.
0:27.6	As you know, been listening to my podcast. I'm Vancouver right now at the Sprock Conference.
0:35.0	There's lots of companies.
0:37.9	Meeting up with some of my best contacts in the industry,
0:39.9	including America, Tuesday, Jeff Phelps,
0:41.4	Rick Rool, Van Simmons,
0:43.6	lots of names.
0:46.3	We have great ideas for you once I get back.
0:48.8	So be sure to listen to Fridays, frankly speaking.
0:52.3	I'll cover some of those ideas. Of course best ideas are going to go for my pay clients
0:55.5	It was a you know for my subscribers of course but I'll talk about some of the trends I'm seeing
1:00.8	Get an industry that's completely beat up You guys know what happens when that cycle turns and it hasn't turned once, right, which we're able to time pretty well in early 2016, and you can see those gains 3X, 5X, 10X pretty easily when that happens, but overall it's been a horrible industry.
1:18.8	We did take some bluesers on our portfolio, but I want to get the scoop from some of the best companies going to have probably
1:24.8	a hundred to 200 companies there and have tons and tons of meetings set up.
1:29.0	So be sure to listen to Frankly speaking podcast.
	...

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