The Tom Dupree Show

Listen to The Tom Dupree Show from Saturday, February 24, 2018.

The content on this site is provided as general information only and should not be taken as investment advice. All site content shall not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of sponsors or firms affiliated with the author(s). The author may or may not have a position in any company or advertiser referenced above. Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility.

Listen to The Tom Dupree Show from Saturday, February 17, 2018.

The content on this site is provided as general information only and should not be taken as investment advice. All site content shall not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of sponsors or firms affiliated with the author(s). The author may or may not have a position in any company or advertiser referenced above. Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility.

Listen to The Tom Dupree Show from Saturday, February 10, 2018.

The content on this site is provided as general information only and should not be taken as investment advice. All site content shall not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of sponsors or firms affiliated with the author(s). The author may or may not have a position in any company or advertiser referenced above. Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility.

On Saturday, February 3rd Tom Dupree hosted the Tom Dupree Show with Mike Johnson and Adarsh Mashu.

Tom opened the show stating, “we cannot assume we’re ‘off the races’ with high inflation” in response to the market’s recent volatility. However, Adarsh talked about several signs that could indicate an “up tick” in inflation. He mentioned the 2.9% increase in wages (which is the highest increase since the financial crisis of 2008-2009), crude oil prices have moved up, low unemployment, and the new tax package which will allow companies to invest more into the economy.

The question was then posed, “So is this a good time to invest?” Tom stated that this is an opportunity, not something to run from. Mike gave some examples and explained that an investor needs to look at the fundamentals of the companies to see if earnings are still good and not rely on speculation as to what inflation may do.

Tom explained that pull backs in the market give Dupree Financial Group the opportunity “to buy some of the things we like at a much lower price. Our investment philosophy is designed to produce income. So the cheaper we buy something, the better the income level is.” Mike explained that the dividend of a company doesn’t necessarily change when the market dips. You’re now presented with the opportunity to buy at a better price. They discussed how investors don’t want to be holding cash in an inflationary environment because the purchasing power can be eroded. Adarsh added that in an inflationary environment, common stocks are one of the best places to be because companies can adjust to higher prices much quicker than people think.

Tom and Mike talked about other dips in history and the opportunities that they have given. Mike said “if you can keep a 10,000 foot view of what’s going on in the market and know the companies you’re investing in then that’s when you can find opportunities to buy.” He explained that for Dupree Financial Group’s newer clients, they have been able to buy for their portfolios because of the price drop. Tom added that “with our portfolio, the design is to take the dividends to create the income.” The income relies on investment decisions and that dipping into the principle, when the market might be going down can be a problem.

Tom concluded the show by emphasizing that “the way we invest for retirement is not by chasing the market and hoping that everything goes up because no matter how much it goes up it can also come back down. And that time that it happens to come down, it could be a period in which you would have to liquidate part of your portfolio to live on.”

As always, to listen to the full, one hour show, visit www.dupreefinance.staging.wpengine.com.

The content on this site is provided as general information only and should not be taken as investment advice. All site content shall not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of sponsors or firms affiliated with the author(s). The author may or may not have a position in any company or advertiser referenced above. Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility.

On Saturday, February 3rd Tom Dupree hosted the Tom Dupree Show with Mike Johnson and Adarsh Mashu.

Tom opened the show stating, “we cannot assume we’re ‘off the races’ with high inflation” in response to the market’s recent volatility. However, Adarsh talked about several signs that could indicate an “up tick” in inflation. He mentioned the 2.9% increase in wages (which is the highest increase since the financial crisis of 2008-2009), crude oil prices have moved up, low unemployment, and the new tax package which will allow companies to invest more into the economy.

The question was then posed, “So is this a good time to invest?” Tom stated that this is an opportunity, not something to run from. Mike gave some examples and explained that an investor needs to look at the fundamentals of the companies to see if earnings are still good and not rely on speculation as to what inflation may do.

Tom explained that pull backs in the market give Dupree Financial Group the opportunity “to buy some of the things we like at a much lower price. Our investment philosophy is designed to produce income. So the cheaper we buy something, the better the income level is.” Mike explained that the dividend of a company doesn’t necessarily change when the market dips. You’re now presented with the opportunity to buy at a better price. They discussed how investors don’t want to be holding cash in an inflationary environment because the purchasing power can be eroded. Adarsh added that in an inflationary environment, common stocks are one of the best places to be because companies can adjust to higher prices much quicker than people think.

Tom and Mike talked about other dips in history and the opportunities that they have given. Mike said “if you can keep a 10,000 foot view of what’s going on in the market and know the companies you’re investing in then that’s when you can find opportunities to buy.” He explained that for Dupree Financial Group’s newer clients, they have been able to buy for their portfolios because of the price drop. Tom added that “with our portfolio, the design is to take the dividends to create the income.” The income relies on investment decisions and that dipping into the principle, when the market might be going down can be a problem.

Tom concluded the show by emphasizing that “the way we invest for retirement is not by chasing the market and hoping that everything goes up because no matter how much it goes up it can also come back down. And that time that it happens to come down, it could be a period in which you would have to liquidate part of your portfolio to live on.”

As always, to listen to the full, one hour show, visit www.dupreefinance.staging.wpengine.com.

The content on this site is provided as general information only and should not be taken as investment advice. All site content shall not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of sponsors or firms affiliated with the author(s). The author may or may not have a position in any company or advertiser referenced above. Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility.

Listen to The Tom Dupree Show from Saturday, January 27, 2018.

The content on this site is provided as general information only and should not be taken as investment advice. All site content shall not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of sponsors or firms affiliated with the author(s). The author may or may not have a position in any company or advertiser referenced above. Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility.

On Saturday, January 13th Phillip Sexton hosted the Tom Dupree Show with Adarsh Mashu and Kristy Maggard.

They opened the show by discussing an article recently written in the Wall Street Journal that reported that U.S. consumer credit posted the largest gain in 16 years. It was discussed that this was largely because of consumer confidence. Adarsh shared some history regarding consumer credit trends especially related to the 2008-2009 financial crisis. He added that more recently consumer credit (ie. credit cards, mortgages) had expanded as sentiment had improved and people were feeling more comfortable borrowing money.

In a similar situation, Phillip shared that many retailers such as Kohls, Macys and Target were all reporting strong sales from November to December compared to one year earlier. He commented that this was a positive sign for the economy. Adarsh talked about the increase in the overall GDP and how the U.S.’ consumption helped to drive the economy.

The second half of the show started with Phillip talking about the continuous draw down on oil supplies as the price of oil has increased. Adarsh talked about studies of the consumer price index (CPI) and how this related to oil price fluctuations. The discussion continued as they talked about gas prices in relationship to consumer travel and transportation.

Adarsh and Phillip then talked about the possibility of a rising inflation market and how income could still be produced. Adarsh reminded listeners that “with inflation, borrows benefit and lenders don’t.” Phillip also talked about the importance of having a diversified portfolio with stocks, bonds, and cash. He explained that diversification helped with flexibility when an opportunity to buy presented itself. Dupree Financial Group does their own research to find companies that are consistently paying out a dividend to benefit their investors.

As always, to listen to the full one hour show, visit www.dupreefinance.staging.wpengine.com.

The content on this site is provided as general information only and should not be taken as investment advice. All site content shall not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of sponsors or firms affiliated with the author(s). The author may or may not have a position in any company or advertiser referenced above. Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility.

On Saturday, January 6th Mike Johnson hosted the Tom Dupree Show with Phillip Sexton and Kristy Maggard.

They opened the show by discussing the fact that the Dow Jones Industrial Average jumped past 25,000 for the first time on Thursday. And with that news and the new year, so many analysts are anxious to make their early year predictions for the market. “However, at Dupree Financial Group, we’re not in the business of making a prediction on what the market is going to do” Mike said. “What we do is analyze the companies that make up the market.”

Mike, Phillip, and Kristy shared and discussed the research philosophy and practice for Dupree Financial Group. Phillip explained that “because we don’t know what the market is going to do, we have to do our research on the companies that we invest in for our clients’ portfolios.” It is with research, that Dupree Financial Group hopes to reduce portfolio volatility by looking at the company’s cash flow, financial statements, talking with investor relations and the company’s history of dividends. Mike emphasized that research is critical to understanding the company and understanding the company is key to knowing what you, the client, owns. “The goal of our research is to be able to build an income producing portfolio for our clients,” added Phillip.

In the second half of the show, Mike and Phillip talked about indexes, sector concentrations, and the associated risks. They then talked about share prices and dividends and how they are independent of each other and do not always corelate.

They ended the show by discussing a recent article that talked about how some consumer staple companies like Proctor & Gamble, Unilever and Nestle might have some growth challenges in 2018. Mike and Kristy discussed possible challenges to their growth due to low inflation, consumer tastes shifts, trends changing and the rise of discounters and online shopping.

To listen to the full one hour show, visit www.dupreefinance.staging.wpengine.com.

The content on this site is provided as general information only and should not be taken as investment advice. All site content shall not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of sponsors or firms affiliated with the author(s). The author may or may not have a position in any company or advertiser referenced above. Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility.

On Saturday, January 13th Phillip Sexton hosted the Tom Dupree Show with Adarsh Mashu and Kristy Maggard.

They opened the show by discussing an article recently written in the Wall Street Journal that reported that U.S. consumer credit posted the largest gain in 16 years. It was discussed that this was largely because of consumer confidence. Adarsh shared some history regarding consumer credit trends especially related to the 2008-2009 financial crisis. He added that more recently consumer credit (ie. credit cards, mortgages) had expanded as sentiment had improved and people were feeling more comfortable borrowing money.

In a similar situation, Phillip shared that many retailers such as Kohls, Macys and Target were all reporting strong sales from November to December compared to one year earlier. He commented that this was a positive sign for the economy. Adarsh talked about the increase in the overall GDP and how the U.S.’ consumption helped to drive the economy.

The second half of the show started with Phillip talking about the continuous draw down on oil supplies as the price of oil has increased. Adarsh talked about studies of the consumer price index (CPI) and how this related to oil price fluctuations. The discussion continued as they talked about gas prices in relationship to consumer travel and transportation.

Adarsh and Phillip then talked about the possibility of a rising inflation market and how income could still be produced. Adarsh reminded listeners that “with inflation, borrows benefit and lenders don’t.” Phillip also talked about the importance of having a diversified portfolio with stocks, bonds, and cash. He explained that diversification helped with flexibility when an opportunity to buy presented itself. Dupree Financial Group does their own research to find companies that are consistently paying out a dividend to benefit their investors.

As always, to listen to the full one hour show, visit www.dupreefinance.staging.wpengine.com.

The content on this site is provided as general information only and should not be taken as investment advice. All site content shall not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of sponsors or firms affiliated with the author(s). The author may or may not have a position in any company or advertiser referenced above. Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility.

On Saturday, January 6th Mike Johnson hosted the Tom Dupree Show with Phillip Sexton and Kristy Maggard.

They opened the show by discussing the fact that the Dow Jones Industrial Average jumped past 25,000 for the first time on Thursday. And with that news and the new year, so many analysts are anxious to make their early year predictions for the market. “However, at Dupree Financial Group, we’re not in the business of making a prediction on what the market is going to do” Mike said. “What we do is analyze the companies that make up the market.”

Mike, Phillip, and Kristy shared and discussed the research philosophy and practice for Dupree Financial Group. Phillip explained that “because we don’t know what the market is going to do, we have to do our research on the companies that we invest in for our clients’ portfolios.” It is with research, that Dupree Financial Group hopes to reduce portfolio volatility by looking at the company’s cash flow, financial statements, talking with investor relations and the company’s history of dividends. Mike emphasized that research is critical to understanding the company and understanding the company is key to knowing what you, the client, owns. “The goal of our research is to be able to build an income producing portfolio for our clients,” added Phillip.

In the second half of the show, Mike and Phillip talked about indexes, sector concentrations, and the associated risks. They then talked about share prices and dividends and how they are independent of each other and do not always corelate.

They ended the show by discussing a recent article that talked about how some consumer staple companies like Proctor & Gamble, Unilever and Nestle might have some growth challenges in 2018. Mike and Kristy discussed possible challenges to their growth due to low inflation, consumer tastes shifts, trends changing and the rise of discounters and online shopping.

To listen to the full one hour show, visit www.dupreefinance.staging.wpengine.com.

The content on this site is provided as general information only and should not be taken as investment advice. All site content shall not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of sponsors or firms affiliated with the author(s). The author may or may not have a position in any company or advertiser referenced above. Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility.