Conversations with Ken

Ken and Kirk McDonald, Mid Cap Portfolio Manager, land in the middle of the investment landscape. They set their sights on mid-caps, an often overlooked asset class that offers a sweet spot in the market and acts as a balance between growth and stability. Later in the episode, Kirk and Ken take a look at Argent's Mid Cap market performance and dive deep into Fair Isaac Company, the FICO credit score inventor.

 

Follow Argent Capital Management

LinkedIn: https://www.linkedin.com/company/argent-capital-management/

Twitter: https://twitter.com/ArgentCapMgt

Website: https://argentcapital.com/

YouTube: https://www.youtube.com/@argentcapitalmanagement

Ken talks to Peter Roy, Small Cap Portfolio Manager, about their shared excitement for small-cap stocks. They discuss the potential of small-caps in the current market, highlighting the earnings growth forecast for 2024. Peter shares insight into how government spending on infrastructure projects is benefiting certain small-cap companies, such as Herc Holdings and ICF International, and emphasizes their long-term potential. They also take a look at OneMain Holdings and Hamilton Lane, two stocks that have been a welcome surprise in a difficult sector.

 

Follow Argent Capital Management

LinkedIn: https://www.linkedin.com/company/argent-capital-management/

Twitter: https://twitter.com/ArgentCapMgt

Website: https://argentcapital.com/

YouTube: https://www.youtube.com/@argentcapitalmanagement

Opinions reflect the portfolio managers’ judgment on the date broadcast and are subject to change. A list of stocks recommended by Argent is available upon request. You should not assume that these recommendations are or will be profitable.

Ken and Steve Smith examine the current state of the US housing market. They look at the unique dynamics at play, including interest rates, millennial household formation, and a shortage of inventory. Later in the episode, Steve shares his thoughts on two contrasting home builders: D.R. Horton and Green Brick Partners. Whether you're a first-time homebuyer or a seasoned investor, this episode is a must-listen!

Follow Argent Capital Management

LinkedIn: https://www.linkedin.com/company/argent-capital-management/

Twitter: https://twitter.com/ArgentCapMgt

Website: https://argentcapital.com/

YouTube: https://www.youtube.com/@argentcapitalmanagement

Opinions reflect the portfolio managers’ judgment on the date broadcast and are subject to change. A list of stocks recommended by Argent is available upon request. You should not assume that these recommendations are or will be profitable.

Earnings season is here! Ken and Jed Ellerbroek dive deep into the banking industry. They detail the fall of Silicon Valley Bank and speculate on future Fed regulations.

 

Follow Argent Capital ManagementLinkedIn: https://www.linkedin.com/company/argent-capital-management/Twitter: https://twitter.com/ArgentCapMgtYouTube: https://www.youtube.com/@argentcapitalmanagementWebsite: https://argentcapital.com/

Ken and Brian Reynolds, CFA, Senior Research Analyst, discuss Argent large cap holding, CDW Corporation and small cap holding Alamo Group, Inc. in the latest episode of Conversations with Ken.

 

Follow Argent Capital ManagementLinkedIn: https://www.linkedin.com/company/argent-capital-management/Twitter: https://twitter.com/ArgentCapMgtYouTube: https://www.youtube.com/@argentcapitalmanagementWebsite: https://argentcapital.com/

Ken Crawford, Portfolio Manager, examines if the “January Effect” was in play for the month or if something else was going on.

 

Follow Argent Capital ManagementLinkedIn: https://www.linkedin.com/company/argent-capital-management/Twitter: https://twitter.com/ArgentCapMgtYouTube: https://www.youtube.com/@argentcapitalmanagementWebsite: https://argentcapital.com/

Kirk McDonald, CFA, Portfolio Manager, joins Ken in the final episode of the year. They wrap-up 2022, look ahead to 2023, and celebrate Kirk’s new oven. 

Follow Argent Capital ManagementLinkedIn: https://www.linkedin.com/company/argent-capital-management/Twitter: https://twitter.com/ArgentCapMgtYouTube: https://www.youtube.com/@argentcapitalmanagementWebsite: https://argentcapital.com/

Listen as Ken Crawford, Portfolio Manager at Argent Capital, discusses the preliminary results for the third quarter earnings season with Jed Ellerbroeck, CFA-Senior Research Analyst.

 

If you have a question for Ken or an idea for a podcast, please call: (844) 401-9181 or email at: [email protected] and subscribe to the Conversations with Ken podcast today.Thank you for joining us and we hope you enjoy this week's podcast. 

 

www.argentcapital.com

In this episode, Ken speaks with Scott Harrison, CFA, Portfolio Manager at Argent, to discuss what opportunities he is finding in today’s volatile market.  

If you have a question for Ken or an idea for a podcast, please call: (844) 401-9181 or email at: [email protected] and subscribe to the Conversations with Ken podcast today.Thank you for joining us and we hope you enjoy this week's podcast. 

 

www.argentcapital.com

In this episode, Ken speaks with Jed Ellerbroek, CFA, Senior Research Analyst at Argent, to find out what happened to cause a rough first six months in the market, a spike in July and what factors Argent is looking for in in the last four months of 2022.

If you have a question for Ken or an idea for a podcast episode, please call: (844) 401-9181 or email at: [email protected] and subscribe to the Conversations with Ken podcast today. 

www.argentcapital.com