Strategic Investor Radio

Investors Alley - Tim Plaehn

Listen to Tim Plaehn, editor of two newsletters – The Dividend Hunter and 30 Day Dividends – Tim is a longtime investor and investment analyst, and focuses on High Yield positions, looking typically at those designed for higher yield – REIT’s, Business Development Companies, Master Limited Partnerships, Closed End Funds, etc.  These are investments designed for higher yields that need to be analyzed to determine if the dividend paid is appropriate for the cash flow and profitability of the company or fund.  Tim tells listeners that his recommended portfolios usually offer a yield ranging from 4 to about 10% per year, averaging about 7.5% per year.  This is a popular subject that any investor would find to be interesting, especially in light of the bond markets paying such low interest.

HedgeCoVest

Listen to Rocky Emery discuss this unique way for the small, retail investor to invest in Hedge Funds.  Typically, Hedge Funds  seek to protect investments through various techniques  that are unavailable in mutual funds and ETF’s.  Hedge Funds have grown in popularity significantly, however they  have been available only to large institutions and wealthy private investors, and they had significant limitations - very large minimum investments, high management fees, illiquid for the investor, and do not market their services to the smaller, private investor -  so this market has been closed to the private investor in the past.  He explains how HedgeCoVest has eliminated these barriers and now offers access to dozens of Hedge Funds for the private investor with minimum investments of $30k.  This service is indeed unique in the world of investments for retail investors.  You’ll find this interview to be very interesting.

Money Masters Stock Report and Greenwich Wealth Management

Vahan Jangigian has an impressive and long background in the world of finance – A PhD in Finance, Chartered Financial Analyst, several faculty positions in academia, editor of the investment newsletter Forbes Special Situation Survey for many years, author of the book “Even Buffet isn’t Perfect” – After many years of a strong investment track record for the Forbes newsletter he left to write his own newsletter and manage money for investment clients.  Vahan has developed a methodology for analyzing stocks called Conservative Discounted Cash Flow Methodology, which seeks to identify stocks that are selling for less than their intrinsic value.   Anyone interested in domestic stock investing should listen to this interview.

NOTE: At the time of this interview, some Partnervest clients’ portfolios owned shares of the VXUS stock discussed by Vahan.  This interview is not intended as a recommendation of VXUS or as an offer to sell VXUS.

Fig Tree Capital Ventures

Listen to Ryan Wright tell about Fig Tree’s lease purchase ventures in oil leasing.  By aligning themselves with top tier public drillers, they buy non- operating lease holds, primarily in North Dakota,  generating cash flow from the oil drilling, plus the potential capital gain resulting from the value of the leasehold.  Like all oil exploration projects, the tax benefits can be significant in the first one or two years, plus it offers potential for steady cash flow from the drilling and potential capital gains from the increased value of the acreage.  Any investor in a high Federal Income Tax bracket would be interested in this interview.

Summary of Vision Capital Management and Impact Investing of Texas

Here is a short summary of these two interviews.

Impact Investing of Texas

John Majalca entered residential real estate in San Antonio, TX in 2001 and developed a unique and productive model  for residential real estate investing in San Antonio that he has continued since that time.  He does fifty to one hundred property deals a year and has investors from throughout the country.  Anyone interested in  residential real estate investing without property management should listen to John and hear his unique story. 

 

Vision Capital Management

Dario Michalek is a Commodities Trader, focused on pattern recognition and trend following in commodities, currencies, equities and other markets, all thru the Futures markets.  He uses leverage and seeks to take advantage of directional moves of markets.  They can be either “Long” or “Short” in their positions and offer broad diversification from the typical “Long Only” positions common with many investors.  Listen to this interview to be introduced to these large and significant worldwide markets that offer opportunity.

Investors Alley - Bret Jensen

The writer of four different newsletters, Bret Jensen is a longtime investor, former Hedge Fund Manager and writer for SeekingAlpha.com and other sites.  Listen to how he evaluates and selects stocks, on a “Bottoms-up” basis, for Small Cap, Blue Chip, Turnaround and Biotech gems.  Bret writes for Investors Alley.  Listen to his take on how he evaluates and makes stock selections.

Summary of Dynasty Wealth and Dr. Mark Skousen Interveiws

This is a summary of these two interviews.

Dr. Mark Skousen

Dr. Mark Skousen, Chair of Management at the Mark Skousen School of Business at Grantham University in New York, Presidential Fellow at Chapman University, author of twenty-five books on economic issues, thirty-five year publisher of his flagship Newsletter – Forecasts and Strategies -  and now three additional investment newsletters,  investment analyst and the owner and founder of the FreedomFest Conference, in its ninth year in Las Vegas.  Dr. Mark recommends specific stocks, mutual funds and ETF’s to his subscribers, including trading recommendations.  Few newsletters have survived thirty-five years, so he has a devoted following.  People are always interested in Dr. Mark’s opinions and recommendations.  The second half discusses the FreedomFest Conference, a unique conference that combines politics and investing, with very high profile speakers.  You would not want to miss this interview.

Dynasty Wealth Investing

Michael Markowski, longtime stock analyst, researcher and part time financial columnist, discusses his “Social Community Investing” system.  By focusing on cash flow, he has developed his methodology for evaluating and determining the potential growth of emerging companies.  Recognizing the opportunities of particular pockets of the digital economy over the next few years  related to smart phone uses, Crowd Funding, and others, he foresees that these changes in technology and public financing systems will create dynamic, even explosive growth of ten to one hundred times in hundreds of stocks over these next five years.   Using examples of Uber, Air BNB, Fitbit and others, he sees explosive growth in certain industries tied to the digital economy, partially due to Crowd Funding.  No question, this is one fascinating, unique interview, even for our show.  It is a must listen for our listeners.

 

Turner Analytics and Turner Trends

Mike is a former software engineer and company owner who has applied his engineering skills to the world of finance.  He writes newsletters and is an investment manager who looks to read markets, recommend being in the market or in cash or short the market, and recommends specific stocks, all through very sophisticated market analytics. He tells us about his “Intelligent Stop Loss, or Expected Move.”   Mike is an excellent communicator and makes some compelling points that you will not want to miss.  Mike’s enthusiasm and confidence are contagious and his quantitative based systems combine to create a very interesting interview about his systems and the markets.

Stock Trader's Almanac & Probabilities Fund

Jeff tells us about the Stock Trader’s Almanac’s plethora of information re: the U.S. Stock market – As examples, some of the Table of Contents says “First month of Quarters is the Most Bullish” – “Don’t sell stocks on Monday or Friday” – “Seventh Year of Presidential Terms” – “The Fifth Year of Decades” – The STA provides a history of performance for these and many other situations and time periods to demonstrate how the market has performed in patterns that are very interesting and can be quite accurate in prognosticating future movements of markets.  Any investor will find this interview to be very interesting.

NAAIM Conference Summary

Paul and I play and discuss several short interviews that we conducted at the National Association of Active Investment Advisors, at their annual conference in Newport Beach, CA in May of this year.  Lots of positive comments about NAAIM and good information on several unique investment strategies.  We apologize for the poor audio of my voice during the discussions.

NAAIM Conference - Ben Warwick - Quantitative Equity Strategies

Ben discusses their services to RIA firms, primarily indices that they provide for mutual funds, and addresses the dangers of “Buy & Hold” investing.

NAAIM Conference - David Walton - Statis Trade

A previous year’s Wagner award winner for strategy creation and development, David discusses the strategy and its application for active investment management.

NAAIM Conference - Ken Graves - Capital Research Advisors

Ken discusses the benefits of NAAIM, the importance of active management and the seven investment models that their firm uses for clients.

NAAIM Conference - Ralph Doudera - Spectrum Financial

Spectrum is an RIA firm and manager of mutual funds.  Ralph discusses NAAIM and the uniqueness of Spectrum’s mutual fund management strategies. 

NAAIM Conference - Dudley Lehmer - Eagle Mountain Advisors

Dudley discusses his presentation at the conference on the statistical analysis of the daily movement of the S&P 500, resulting in daily positions of long, short or neutral/cash.

NAAIM Conference - Larry McMillan - McMillan Analysis Corp

Larry, known by many as the face of options trading, discusses the importance of NAAIM and the primary options strategy that he uses for his clients.

 

NAAIM Conference - Jonathan Wallentine - Actuarial Management

Jonathan, an actuary who has worked in the past for large insurance companies designing financial products, discusses his presentation at the NAAIM Conference on the subject of his recently designed financial product that protects the investment on the downside while receiving a large portion of the growth on the upside.

 

NAAIM Conference - Mike Dean - DFG Advisory

Mike discusses the importance of NAAIM, the benefits of active investment management and the particular strategy that he uses for his clients’ portfolios.

 

NAAIM Conference - Michael Gayed - Pension Partners

Pension Partners was the First Place Winners of NAAIM’s Wagner award this year for their research and study on the signals provided by the performance comparison of Lumber vs. Gold.  He discusses their findings and the potential of this comparison in looking to determine when to be in and out of the U.S. Stock Market.

 

NAAIM Conference - John McClure - Profit Score

John discusses NAAIM and Profit Score’s methods of providing short term market signals to its clients.

 

NAAIM Conference - Tyler Wood - Market Technicians Association

Tyler discusses the MTA and the role it plays in active investment management.