8-13-24 Four Reasons Mega-Caps Are Not Dead Yet
ฝัง
- เผยแพร่เมื่อ 9 ก.ย. 2024
- It's economic report week, with previews of today's PPI, tomorrow's CPI, and Thursday's Retail sales numbers for July; will weaker consumer spending appear? Stock buybacks have returned. Markets to re-test 100-DMA, and set up to move up to the 20-DMA. Are the “Mega-Cap” stocks dead? Maybe. But there are four reasons why they could be staged for a comeback. The recent market correction from the July peak certainly got investors’ attention and rattled the more extreme complacency. Lance & Jonathan discuss portfolio turnover and tax implications: If you're paying taxes, you made money! Never buy a stock for its dividend. Lance corrects the TH-cam chatroom on companies; longevity; Lance & Jonathan discuss bonds, coupons, discounts, and total costs. Coupons vs Yield: The only aspect of a bond that matters. "Yield worst vs yield to maturity.
2:30 - PPI, CPI, & Retail Sales Previews
13:45 - Why Mega-Caps Are Not Dead
29:33 - Portfolio Turnover & Tax Implications
43:39 - The Only Aspect of Bonds that Matter
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Are Mega-Caps About To Make A Mega-Comeback?"
realinvestment...
"Market Crash - Is It Over?"
realinvestment...
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The latest installment of our new feature, Before the Bell, "Retesting Resistance" is here:
• 8-13-24 Retesting Resi...
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Our previous show is here: "Be Careful of Market Predictions "
• 8-12-24 Be Careful of ...
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Lance here: mega caps, like Apple, drive net buying, buy-backs, rise due to earnings, passive investing brings in 37% of any dollar to these mega caps
Also Lance (in previous eps.): Apple is one of the largest buy-back companies, they're not increasing REVENUES
I'm not saying he's wrong. I think he's right, but maybe the focus should more be on that foreign banks/investors, hedge funds, as well as 401k/pension plans are using mega caps as a store of wealth, however temporarily, and that for some of these mega caps revenue doesn't matter (until it does).
Awesome, very educational. 👍
@ria I have a question. I am trying to follow your simple visor equity portfolio. Does a new investor buy all the allocated stocks in the portfolio right away or DCA into all of them over a few months? Wondering specifically around bond cost right now, pick up equities and wait for bonds to come down?
Thx Guys
Yaaaaa let's go!.
I look at the coupon as something that is taxed at 25%. The discount that I get back at maturity is taxed at 0 or 15% (if it matures in excess of 1 year)
Always learning here.. great show!
I'm going all in.
Brent Jamming out on the counter before the last break ahaha. We want to hear you on the keyboard!
Are Capital gains taxes on the total gain or is there a certain amount not taxed then the gains are applied?
Thanks!!!
They didn't crash the internet it was a ddos attack
The 'big news' as you describe it with *former* President Trump,was two wasted hours I'll never get back!
Lol, I'm glad it's allergies and not a c0ke problem 😂
The Biden-Harris campaign???
I heard that too
It hasn’t been that long since the switch. Cut the man some slack.
I'm going all in.