Real Estate is a hot topic for investors everywhere, but is a home the best possible investment right now? Plus, we’ve raised the fair value estimates for both Apple stock and Procter & Gamble stock – and we think Palantir’s has made some strategic missteps. Find out more in this week’s episode. 

Timestamps

00:06 Intro

00:36 Morningstar upgrades Apple's moat

01:46 Proctor and Gamble reports Q2 2023 earnings  

02:44 Palantir makes strategic missteps  

03:52 Owning a House or REITs intro

04:21 What are some of the benefits of physical real estate vs REITs?

05:09 What are some of the benefits of REITs vs Real Estate?

05:48 In both cases, what are some of the cons?

06:24 From an investment standpoint, which is the better bet, and why?

08:12 What’s a safe withdrawal rate for 2023?

Read about topics from this episode.

Raising Apple Stock’s Fair Value Estimate to $150

P&G Announces Fiscal Year 2023 Second Quarter Results

Procter & Gamble’s Stock Looks Overheated After Effectively Weathering Headwinds in the Quarter

Cutting Palantir Stock Fair Value Estimate as Strategic Missteps Create a Plethora of Problems

Investing in REITs vs. Direct Real Estate

Retirement Income and Safe Withdrawal Rates in 2023

What to watch from Morningstar.

Big Banks Bracing for a Recession

Create a New Financial Plan for the New Year: Part 2

Create a New Financial Plan for the New Year: Part 1

Stock and Bonds’ Market Wild Ride in 2022

Read what our team is writing.

Ruth Saldanha

Jeremy Pagan

Christine Benz

Susan Dziubinski

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