INVESTOR IN THE FAMILY Radio

INVESTOR IN THE FAMILY Radio

By Brian Bain | Learn to invest | Seeking Alpha | Barrons | Kiplinger | WSJ |BusinessInvesting
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INVESTOR IN THE FAMILY Radio episodes

  • 139 Bret Jensen - How I'm Positioning My Portfolio For 2017

    Bret Jensen is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, two of the questions I asked Bret what his "State of the Markets" address to DIY investor would be and how is he positioning himself for 2017. Below is an excerpt from the interview and a summary of his response.

    Bret's "State of the Markets" and positioning for 2017...

    • Expects 2017 to be a lot like 2016 with lots of unknowns in the world.
    • China and the new administration are both bit question marks.
    • Biotech and Pharma gains are sustainable as they exit a bear market.
    • The market is fairly to slightly overvalued, domestic small caps should do well.
    • Infrastructure and yield stocks are overvalued.
    • More...

    This is just a small excerpt of what's covered in the interview.

    The interview is full of detailed tips on Bret's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Enjoy the full interview with Bret and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

    Don't like audio/video interviews?

    If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

    Full list of summit contributors:

    Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management

    Join Bret at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Companies mentioned in Bret's interview: Amicus Therapeutics (FOLD), Ocular Therapeutix (OCUL), Adamas Pharmaceuticals (ADMS), ACADIA Pharmaceuticals (ACAD), Synergy Pharmaceuticals (SGYP), Exelixis (EXEL), Cara Therapeutics (CARA), Aerie Pharmaceuticals (AERI), Health Insurance Innovations (HIIQ), Biotechnology (IBB), and S&P 500 (SPY)

    Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

    9 min
  • 138 Dividend House - How And Why I Invest Like A Landlord

    Dividend House is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Dividend was what her personal investment philosophy is and how it practically looks as she builds here portfolio. Below is an excerpt from the interview and a summary of his response.

    Dividend's personal investment philosophy and portfolio consctruction...

    • Dividend is a "financially conservative, dividend growth investor."
    • Prefers to never sell if possible.
    • Views portfolio as a house with stock groupings that represent foundations, walls, roof, garden and even dog house.
    • Focuses on income contribution as opposed to weigting in portfolio.
    • More...

    This is just a small excerpt of what's covered in the interview.

    The interview is full of detailed tips on Dividend's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Enjoy the full interview with Dividend and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

    Don't like audio/video interviews?

    If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

    Full list of summit contributors:

    Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management

    Join Dividend at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Companies mentioned in Dividend's interview: Flower Foods (FLO), S&P 500 (SPY)

    Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

    9 min
  • 137 Damon Verial - How I Blew Up An Account And Tripled An Investment In 2016

    Damon Verial is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Damon was what was his biggest mistake and biggest victory of 2016. We then go deeper to see what lessons he learned from both. Below is an excerpt from the interview and a summary of his response.

    Damon's biggest mistake and victory from 2016 (and lessons learned)...

    • Traded with too little capital in his risk heavy account.
    • Got flagged as a pattern day trader and lost account that was performing well.
    • Noticed a trend in NUGT that led to 200% gains in 3 weeks.
    • How to identify tradable patterns.
    • The challenged of capitalizing on these patterns.
    • More...

    This is just a small excerpt of what's covered in the interview.

    The interview is full of detailed tips on Damon's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Enjoy the full interview with Damon and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

    Don't like audio/video interviews?

    If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

    Full list of summit contributors:

    Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management

    Join Damon at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Companies mentioned in Damon's interview: Gold Miners Bull 3x (NUGT), Gold Miners (GDX), HSBC (HSBC), TJX (TJX), S&P 500 (SPY)

    Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

    13 min
  • 136 Mark Bern - I'm Fully Hedged For 2017

    Mark Bern is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Mark was how is he positioning his portofolio for 2017. Below is an excerpt from the interview and a summary of his response.

    How Mark is positioning for 2017...

    • Mark is currently fully hedged.
    • Has built a special spreadsheet to model hedge values.
    • Adding no new positions at present, but hopes 2017 will bring the opportunity to do so.
    • Using DDM (double discount model) for valuation.
    • More...

    This is just a small excerpt of what's covered in the interview.

    The interview is full of detailed tips on Mark's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Enjoy the full interview with Mark and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

    Don't like audio/video interviews?

    If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

    Full list of summit contributors:

    Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management

    Join Mark at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Companies mentioned in Mark's interview: Gilead (GILD), S&P 500 (SPY)

    Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

    6 min
  • 135 William Koldus - My Biggest Victory Of 2016 And Lessons Learned

    William Koldus is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked William was what his biggest victory from 2016 and accompanying lessons learned. Below is an excerpt from the interview and a summary of his response.

    William's biggest victory from 2016 (and lessons learned)...

    • Was well positioned for the inflationary trade in 2016.
    • QE led to one of the worst downturns in commodity history, opposite everyone's expectations.
    • Went from deflation (2011-15) to inflation (2016-).
    • When fear builds it's natural to want to stay away from out of favor assets.
    • More...

    This is just a small excerpt of what's covered in the interview.

    The interview is full of detailed tips on William's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Enjoy the full interview with William and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

    Don't like audio/video interviews?

    If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

    Full list of summit contributors:

    Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management

    Join William at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Companies mentioned in William's interview: Sun Edison (SUNEQ), Peabody (BTUUQ), Tech Resources (TCKRF), US Steel (X), Westmoreland Coal (WLB), Bank of America (BAC), Chesapeake (CHK), S&P 500 (SPY)

    Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

    9 min
  • 134 Mark Hibben - My Top Advice For DIY Investors

    Mark Hibben is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Mark was what his top advice would be for DIY investors. We also discuss his personal investment philosophy, most influential investing books read, and more. Below is an excerpt from the interview and a summary of his response.

    Mark's top advice for DIY investors...

    • There is no substitute for going through the primary documents of a company.
    • Doing your homework is easier if you already have a base knowledge to build from in the industry.
    • Focus your efforts on a few companies.
    • Ignore what the market believes and focus on intrinsic value.
    • More...

    This is just a small excerpt of what's covered in the interview.

    The interview is full of detailed tips on Mark's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Enjoy the full interview with Mark and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

    Don't like audio/video interviews?

    If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

    Full list of summit contributors:

    Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management

    Join Mark at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Companies mentioned in Mark's interview: AMD (AMD), Nvidia (NVDA), Tesla (TSLA), Apple (AAPL), Taiwan Semiconductor (TSM), Magna (MGA), Microsoft (MSFT), S&P 500 (SPY)

    Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

    11 min
  • 133 Avi Gilburt - Could GDX Break $60 And S&P See 2500 In 2017?

    Avi Gilburt is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Avi how he is positioning himself for 2017. What is he excited/concerned about? Below is an excerpt from the interview and a summary of his response.

    How Avi is positioning for 2017...

    • Looking for a minimum of 2500 in S&P 500 in 2017.
    • If GDX can break above August 2016 highs, could reach $60-70 in next 12-18 months.
    • Likes emerging markets, still bearish on bonds.
    • More...

    This is just a small excerpt of what's covered in the interview.

    The interview is full of detailed tips on Avi's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Enjoy the full interview with Avi and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

    Don't like audio/video interviews?

    If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

    Full list of summit contributors:

    Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management

    Join Avi at the DIY Investor Summit (free for a limited ti

    me) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

    Companies mentioned in Avi's interview: Gold Miners (GDX), S&P 500 (SPY)

    Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

    9 min
  • 132 Double Dividend Stocks - My Biggest Mistake And Victory Of 2016

    Double Dividend Stocks is one of the 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Dividend was what he considered to be his biggest mistake and victory from 2016, and what he learned from them. Below is an excerpt from the interview and a summary of his response.

    http://diyinvestingsummit2017.com/

    Dividend's biggest mistake and victory from 2016 (plus lessons learned)...

    • Was too conservative in February when oil stocks were bottoming out.
    • Should have stayed focused on fundamentals and not let fear and sentiment influence too much.
    • Began looking for obscure stocks traded on the pink sheets (OTC). He found some great opportunities there.
    • Also began looking into monthly dividend stocks to help smooth out his income.
    • More...

    This is just a small excerpt of what's covered in the interview.

    The interview is full of detailed tips on Dividend's core investment strategies, top advice for DIY investors and specific ways he's positioning for 2017.

    Enjoy the full interview with Dividend and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

    Don't like audio/video interviews?

    If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

    Full list of summit contributors:

    Chris DeMuth, Bret Jensen, Brad Thomas, Eric Parnell, Rida Morwa, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi and Colorado Wealth Management.

    Join Dividend at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors and specific ways he's positioning for 2017.

    Companies mentioned in Dividend's interview: North State Telecom (NORSB), Golar LNG (GMLP), Gaslog (GLOP), S&P 500 (SPY)

    Additional Disclosure: This article is for information purposes only. There are risks involved with investing, including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

    13 min
  • 131 Ian Bezek - How I'm Positioning My Portfolio For 2017

    Ian Bezek is one of the 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Ian was how he is positioning himself for 2017. Below is an excerpt from the interview and a summary of his response.

    http://diyinvestingsummit2017.com/

    How Ian is prepping for 2017...

    • Ian likes consumer staples after the 5% decline in 2016. Analysts are negative on them for 2017 which he considers a bonus.
    • He likes the yield on telecom stocks in the UK.
    • Internationally he likes Mexico and Chile.
    • Is nervous regarding energy stocks.
    • More...

    This is just a small excerpt of what's covered in the interview.

    The interview is full of detailed tips on Ian's core investment strategies, top advice for DIY investors and specific ways he's positioning for 2017.

    Enjoy the full interview with Ian and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

    Don't like audio/video interviews?

    If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

    Full list of summit contributors:

    Chris DeMuth, Bret Jensen, Brad Thomas, Eric Parnell, Rida Morwa, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi and Colorado Wealth Management.

    Join Ian at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors and specific ways he's positioning for 2017.

    Companies mentioned in Ian's interview: Hormel (HRL), Brown-Forman (BF.B), McCormick (MKC), Exxon (XOM), Chevron (CVX), Mexico (EWW), Washington Trust (WASH), International Bancshares (IBOC), Pacific Airports (PAC), Gilead (GILD), S&P 500 (SPY)

    Additional Disclosure: This article is for information purposes only. There are risks involved with investing, including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

    8 min
  • 130 Eric Parnell - How I Protect Against Major Downside Risk

    Eric Parnell is one of the 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Eric was about his personal investment philosophy and how it looks practically as he builds his portfolio. Below is an excerpt from the interview and a summary of his response.

    http://diyinvestingsummit2017.com/

    Eric's investment philosophy...

    • Eric takes an "absolute return hedged strategy" as his guiding philosophy for investing. This generates positive returns in all market environments.
    • He gives equal priority to all asset classes. The key is in how they are blended together in his portfolio.
    • He refuses to accept that 50% declines "just happen" when the market crashes.
    • A non-correlated group of assets is key for protecting against major downside risk.
    • More...

    This is just a small excerpt of what's covered in the interview.

    The interview is full of detailed tips on Eric's core investment strategies, top advice for DIY investors and specific ways he's positioning for 2017.

    Enjoy the full interview with Eric and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

    Don't like audio/video interviews?

    If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

    Full list of summit contributors:

    Chris DeMuth, Bret Jensen, Brad Thomas, Eric Parnell, Rida Morwa, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi and Colorado Wealth Management.

    Join Eric at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors and specific ways he's positioning for 2017.

    Companies mentioned in Eric's interview: Pfizer (PFE), Merck (MRK), Gilead (GILD), Medtronic (MDT), Bristol-Myers Squipp (BMY)

    Additional Disclosure: This article is for information purposes only. There are risks involved with investing, including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

    8 min

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