Capitalist Investor

As of the date of recording this episode, there have been 12.6 million confirmed cases of COVID-19 in the US and 260,000 deaths. So a lot of people are reigning in their holiday plans—which we believe will lead to a significant increase in holiday spending. Black Friday and Cyber Monday were huge days in the past. 42% of consumers started holiday shopping earlier than normal because there’s nothing else to do. So who might the winners and losers be? In honor of Thanksgiving, this is our Black Friday, Cyber Monday, holiday-shopping season episode of the Capitalist Investor. 

Outline of This Episode

• [2:41] Brick & Mortar retailers
• [6:09] Best childhood Christmas gift
• [7:48] The winners and losers of retail
• [10:13] Nordstrom, Macy’s, & Kohls
• [12:43] Walmart, Target, Lowes, and Hope Depot 
• [15:10] Under the radar holiday shopping stocks

Resources & People Mentioned

• Activision Blizzard
• iRobot

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com

Subscribe to The Capitalist Investor

As of Wednesday, November 18th the Cleveland Browns are 6-3. If they go 8-8 it will be their first non-losing season since 2007. So in this episode of The Capitalist Investor, we thought it would be fun to go through and compare some of the players and coaches on the Browns to stock categories. Don’t miss this fun episode!

Outline of This Episode

• [3:41] Myles Garrett: the steady out-performer
• [7:55] Kevin Stefanski: the “handsome” stock
• [13:21] Odell Beckham Junior: the under-achiever
• [18:42] Jarvis Landry: Mr. Consistency
• [20:10] Nick Chubb and Kareem Hunt: The workhorses
• [23:09] Baker Mayfield: the love/hate relationship
• [26:16] Bill Belichick: the stock that got away
• [29:13] Josh Gordon: stay-at-home stock
• [32:08] The Browns overall stock picks
• [35:20] Where is the Browns season heading?

Resources & People Mentioned

• Penn National Gaming
• Amazon
• Apple
• Beyond Meat
• Disney Plus
• Nautilus
• Peloton
• T.J. Maxx

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com

Subscribe to The Capitalist Investor

Anyone watch Dave Portnoy’s One Bite Pizza Reviews? In the spirit of Dave’s review system, we’re going to do our own Barstool Pizza Ratings—but for stocks. Listen to this episode of The Capitalist Investor to see how we rate different sectors of the stock market based on how we think they’ll perform. Don’t miss this fun episode!

Outline of This Episode

• [1:27] Pizza ratings for stocks
• [2:08] Cloud stocks
• [3:07] Home improvement 
• [4:19] The big tech space
• [5:40] Large-cap stocks
• [8:11] Small-cap stocks
• [10:03] Healthcare
• [11:48] Consumer staples
• [15:08] Utilities
• [16:11] Energy
• [19:03] Travel
• [23:30] Our favorite pizza!

Resources & People Mentioned

• BOOK: Unknown Market Wizards
• David Portnoy’s One Bite Pizza Reviews

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com

As of the day of recording this episode (Thursday, November 5th), we still don’t know who’s won the election. But rather than dwell on the negatives, we want to focus on what we’re thankful for in 2020. What positive things can we focus on in 2020 despite everything that’s happened? In this episode of The Capitalist Investor, we take a step back and focus on the good things that have happened this year. Listen to learn more!

Outline of This Episode

• [1:00] What are we thankful for?
• [5:14] The stock market
• [6:32] The rise of technology
• [8:00] Capitalism will survive the election
• [11:09] Active investment management
• [16:22] Family + health
• [16:53] Low interest-rates
• [18:00] Shoutout to listeners!

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com

Subscribe to The Capitalist Investor

Traditional asset allocation models are going extinct. The 60% stocks 40% bonds portfolio split that you’ve been taught your whole life isn’t going to work like it used to. It’s time to think differently. When we came out of the global financial crisis, we could “set it and forget it” because interest rates on bonds were coming down. 

As interest rates go up from the 0.75% they’re at right now, the price of current bonds will fall. You may even get a negative return from your bonds. The 40% allocated to fixed income will be a headwind to your performance—unless you get creative. How do you do that? What are some asset classes you could consider? Listen to this episode of The Capitalist Investor for our take. 

Outline of This Episode

• [2:00] Why the 60/40 Portfolio is Dead
• [6:05] The purpose of the fixed-income allocation
• [8:17] Our top fixed-income alternatives
• [13:48] Why you NEED to make some changes
• [15:38] Why annuities can be an effective option
• [18:33] Our final takeaways on asset allocation

Resources & People Mentioned

• Bloomberg Article
• Bowie Bonds
• Blackstone

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com

Subscribe to The Capitalist Investor

Now that everyone has spent a significant amount of time in their homes due to the Coronavirus pandemic, we’re seeing a surge in home improvements. People are pulling money from the vacations that they would’ve had and are investing it into their home. But be careful—some improvements won’t add value. Which 11 improvements are worth investing in? What will raise the value of your home? In this episode of The Capitalist Investor, we walk through Kiplinger’s article “11 Home Features Today's Buyers Want Most”. We share our thoughts on each item—and throw in a bonus feature. Check it out!

Outline of This Episode

• [1:58] 11 Investments in Your Home That Pay Off
• [5:58] #2: Energy-efficient windows and appliances
• [7:04] #3: An outdoor living space adds value
• [8:10] #4: The affordable value-add—a ceiling fan
• [9:05] #5: You NEED garage storage space
• [9:46] #6: Exterior lighting is important
• [10:42] #7: Install a walk-in pantry
• [11:53] #8: Do hardwood floors add value?
• [13:36] #9: Walk-in closet in the master bedroom
• [15:04] #10: Add an eat-in kitchen
• [15:47] #11: Are dining rooms outdated?
• [18:09] Yes or no: Should you add a pool?
• [19:44] How does this impact you financially? 
• [20:28] Swag-time!

Resources & People Mentioned

• 11 Home Features Today's Buyers Want Most

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com

What stocks will be election-proof? Will certain categories hold up no matter who is elected in November? In this episode of The Capitalist Investor, Derek and I share our take. Whether the country goes red or blue these stocks are tried and true. No matter who wins, these stocks belong in your portfolio. Check it out! 

Outline of This Episode

• [1:05] We talk election-proof stocks
• [3:07] The fantasy football play
• [4:27] The consumer play will remain strong
• [8:09] The home builder/home improvement industry
• [11:52] The infrastructure package
• [15:43] Tech + healthcare
• [21:10] International stock options
• [22:00] The impact of a democratic sweep

Resources & People Mentioned

• Gavin Newsom on Gasoline-Powered Cars

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com

Subscribe to The Capitalist Investor

What stocks are SO spooky that we recommend you run away fast? What stock picks hold more risk than reward? When we build out stock portfolios, there are only a finite amount of positions. So we aren’t going to take gambles. We’re trying to get the best ideas in there and avoid the loser picks. So in this episode of The Capitalist Investor, we share some “spooky” stocks you may want to avoid in the near future. All of the stars and planets must align for a lot of these plays to work out. 

Outline of This Episode

• [0:24] Spooky Stock Picks: Proceed with Caution
• [4:44] Stimulus or no stimulus? That IS the question
• [7:45] Spooky Stock Sector #1: The entertainment industry
• [12:02] Spooky Stock Sector #2: Travel and tourism
• [16:00] Spooky Stock Sector #3: Retail + office space
• [20:29] All about The Capitalist Investor swag
• [22:51] Bonus Spooky Stock Sector: energy

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com

Subscribe to The Capitalist Investor

The first presidential debate was nothing short of a clown show. The market hates uncertainty. The presidential debate debacle didn’t help on that front. Trump should’ve won the debate. Instead, he gave Biden a low threshold to overcome. Chris Wallace was getting railroaded with zero control of the debate. What does this mean for the upcoming debates? What does it mean for the election? We share our thoughts on the research and polls in this episode of The Capitalist Investor.

Outline of This Episode

• [0:21] Presidential Debates
• [3:02] Update on the betting odds
• [5:44] The clown show (AKA debate) 
• [9:05] Takeaways from the debate
• [14:24] Expectations for debate #2
• [16:56] The chances of a democratic sweep

Resources & People Mentioned

• Donald Trump
• Joe Biden

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com

Subscribe to The Capitalist Investor

What do Snowflake, TikTok, and tech stock all have in common? They’re ALL trending news this week. In this episode of The Capitalist Investor, we’re sharing our take on the latest news. We talk about how the Snowflake IPO broke records. We talk about how TikTok has taken the world by storm. We’ll also share our thoughts on the tech pullback. Don’t miss it!

Outline of This Episode

• [2:02] The Snowflake IPO
• [8:29] The TikTok drama
• [16:40] The tech pullback

Resources & People Mentioned

• Snowflake
• Cloudera
• Oracle

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at [email protected]

Subscribe to The Capitalist Investor

Show Notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com