Some insights only come by having the right tools. We share five things we have learned about stock index valuations, earnings, currency, and why value investing isn't dead. Topics covered include: Show Notes Asset Camp Money for the Rest of Us Plus Episode Sponsors Use code MONEY10 to get 10% off on your NAPA Autoparts online order. NetSuite – the leading integrated cloud business software suite Related Episodes 102: What It Takes To Be A Value … [Read more...]
240 Plus: Transition From SMAs, Earnings Growth, Valuations, and a New ETF
In Plus episode 240 for the week of February 16, 2019 we answer a member's question who is struggling with the tax consequences of exiting some separately managed account managers. We look at the historical price-to-earnings ratios of stocks relative to earnings growth and discuss the large shortfall in historical earnings growth relative to forecasted earnings growth by Wall Street analysts. Finally, we look at a new ETF that is similar to structured notes that protect against losses but … [Read more...]