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

Follow us on social media.

Ruth Saldanha on Twitter: @KarishmaRuth

Christine Benz on Twitter: @Christine_Benz

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