In this episode of Magnet Investing Insights, Barry Sloane, CEO of Newtek, dives deep into the evolution of their business. Formerly a regulated investment company, Newtek transitioned into a financial holding company after completing the acquisition of NBNYC, which is now Newtek Bank, National Association. Barry elaborates on this transformative journey, shedding light on the regulatory changes and the strategic decisions driving Newtek's growth. For more information on Newtek One, visit http://www.newtekone.com
Welcome to Magnet Investing Insights, where we delve into the world of investing strategies that attract success. In this episode, renowned financial expert Louie Navellier discusses the power of quantitative screening in identifying lucrative investment opportunities. Quantitative screening, a data-driven approach, allows investors to sift through vast amounts of financial data to pinpoint stocks with strong potential for growth. Louie Navellier, with decades of experience in financial analysis, shares his insights on how quantitative screening can uncover hidden gems in the market and maximize returns for investors. Tune in as Navellier breaks down the intricacies of quantitative screening, highlighting key metrics and criteria investors should consider when conducting their analysis. From earnings growth to valuation metrics, Navellier provides invaluable tips on how to leverage quantitative screening to build a robust investment portfolio. Whether you're a seasoned investor or just starting out, this episode of Magnet Investing Insights offers invaluable insights into harnessing the power of quantitative screening to make informed investment decisions.
Access the Stock Grader tool directly through Louie Navellier's website at http://www.navellier.com. Additionally, Portfolio Grader is available on Louie Navellier's publisher's website at InvestorPlace: https://investorplace.com/ipa-login/?ipa_from=https://investorplace.com/dashboard/. While both websites offer the same functionality, users may find the formatting on this publisher's site more user-friendly.
Join us for an insightful discussion on investing as legendary investor Jim Rogers offers his unique perspectives on the current markets and advice for beginners. In this video, Jim Rogers, renowned for his astute investment strategies and global travels, delves into the core principles outlined in his influential books, including "Investment Biker: Around the World with Jim Rogers," "Street Smarts: Adventures on the Road and in the Markets," and "A Gift to My Children: A Father's Lessons for Life and Investing." Drawing from his extensive experience and insights, Jim shares his thoughts on navigating today's investment landscape, highlighting key opportunities and potential pitfalls. Whether you're a seasoned investor or just starting out, Rogers provides practical wisdom on how to approach investing with confidence and clarity. Tune in as Jim Rogers offers invaluable guidance for investors of all levels to achieve success in the ever-evolving world of finance.
In this episode, we will take a deep dive into the world of dividend investing with renowned expert Sam Stovall. Discover the strategies and tactics employed by seasoned investors to navigate the dynamic landscape of dividend stocks. From understanding dividend aristocrats to uncovering high-yield gems, Sam Stovall shares his expertise from years of market experience. Learn how dividends serve as a reliable source of passive income, providing stability and growth potential for your investment portfolio. Gain insights into dividend coverage ratios, reinvestment strategies, and the tax advantages of dividend stocks over bonds. Whether you're a novice investor or a seasoned pro, this episode equips you with the knowledge and tools necessary to identify and capitalize on dividend opportunities in today's market. Tune in and embark on a journey toward financial prosperity with expert guidance from Sam Stovall.
Dylan showed his wisdom of over 30 years of experience in the markets and shared his thoughts on the stock market, bond market, and having and using an edge. We went far behind the markets!
Jordan Kimmel, Chief Market Strategist and Portfolio Manager for ValuEngine Capital, shares the FACTS model and the Separately Managed Accounts based on the "most trustworthy companies in America". The Trust 200 Index, based on the FACTS model, has continued to outperform all major reverified indexes over the last 11 years. The index was created by Index One, based in London. For more detailed information about the Trust 200 Index and its performance, please visit: https://indexone.io/index/d2bfdd48-0bf6-43a2-ae04-7d2cb3c92beb-0/overview
Amy Smith from Investor's Business Daily joined us on Magnet Minutes for a tribute to William O'Neil, the founder of IBD. Amy shared many of the lessons she learned working closely with Bill, who was foundational to me and many in the industry.
Ritika Hiranandani joined Magnet Minutes to discuss our book, INVEST IN THE NOW: 108 Inspirational Quotes to Inspire You to Live in Your NOW
Ritika also discussed our plans to be involved in the educational market between the US and India with a focus on business and investments.
BOOK DISCUSSED IN THIS EPISODE
Invest in the NOW - https://www.amazon.com/dp/B0BFV3YHVP/ref=cm_sw_r_awdo_E68VHD1SVEHBV4MWRK76_0
SUBSCRIBE AND LISTEN ON
Apple iTunes: https://lnkd.in/d4-bqTPg
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Pocket Cast: https://pca.st/q5n9grda
If you would like to discuss any of the information, please email me directly to set up a personal call jkimmel@valuenginecapital.comor visit his website https://www.valuenginecapital-jordankimmel.com/
Xavone Charles, President of Durable, joined us in a wide-ranging discussion of the current status and developments in EV charging stations and provided a millennium’s view into the world of sustainable energy, power generation, inclusion, and much more.
Kim Ann Curtin, Founder and CEO of The Wall Street Coach joined us to discuss her book, Transforming Wall Street, the importance of professionals using and being open to coaching, and some ideas on how we can get Wall Street back to serving its investors with a little more integrity through conscious compassion.
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Kim’s links:
Executive Coaching - TheWallStreetCoach.com
Retreats - TheHoomana.com
Book - Transforming Wall Street
BOOK DETAILS
Transforming Wall Street: A Conscious Path for a New Future
When did capitalism and making money become bad things? Where do you draw the line between making a living and greed? Can you work on Wall Street without selling your soul? Is it possible there are more decent people working on Wall Street than there are wolves?
In this book, Curtin challenges the established narrative of self-interest and greed that has informed so much of the coverage around Wall Street, and sets out an optimistic and positive vision for the future of America's financial heart.
This book combines fresh insight, intelligence, and experience from fifty leading Wall Street luminaries, a panel of academic experts, and a wide-ranging group of Teachers of Consciousness - offering an eye-opening and soul-inspiring insight into the way that conscious capitalism is transforming America's financial industry.
Whether you're avidly capitalistic, angry at Wall Street, or simply seeking to balance wealth with meaning, Transforming Wall Street provides a roadmap to a more conscious existence. And with supporting evidence from The Wall Street 50, you'll see that integrity really does breed success.
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The legendary investor Jim Rogers joined Magnet Minutes today to share advice for all investors- young and old- to do their own homework! Jim was decidedly less bearish than usual and also reminded us that great investment opportunities often come on the heels of others’ pain following bear markets.
Issues around cyber security for major corporations as well as for individuals remain a critical and timely topic. Keith Franco and Dhafir Fuller from Format C:yber LLC joined us today on Magnet Minutes to discuss how to protect yourself and your business from attacks and stay safe.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Alex Berg, CEO of Index One, joined us on Magnet Minutes today. Index One was engaged by us to perform a back test of FACTS®, our model that ranks public companies according to their “Trustworthiness”.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Barry Sloane, of Newtek Business Services, has been managing his company for 24 years and has unusually clear insights into the business cycle. While Jordan and Magnet Minutes do not make specific stock recommendations on the podcast, Barry was brought on today as NEWT is at an important juncture in the company’s history and current economic cycle.
It looks like the oil trade has come to an abrupt halt. I am seeing money flow beginning to come into the beaten-up biotech sector which looks ready to come into favor. We are adding a few high-quality biotech companies right here and even adding exposure to biotech ETFs as most biotech companies do not pass the Magnet® screens.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
This market is showing the diverse technical signals of a riptide- one of the most dangerous conditions of all. It is better to relax and not fight this market. The shipping group hit an iceberg yesterday…no reason to be the captain here. We have benefited greatly from the group but have now made a full exit from the group.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
Sam Stovall, Chief Investment Officer of CFRA, joins Magnet Minutes to discuss the state of the markets and his ideas on where we might be in the bull/bear cycle. Jordan introduced a new acronym for the right positioning in the current market environment- OUCH’S- Oil & Gas, Utilities, Commodities, Health Care- and shorting the high price-to-sales mania stocks.
Todd Schoenberger, Chief Investment Officer for Crosscheck Family Office, joined us on Magnet Minutes today to discuss the show he hosts- Buy Hold Sell, along with his expertise in the oil and gas and real estate industries. We also had the chance to discuss his book, No Lie Lives Forever. Great discussion- thanks for joining us Todd!
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Todd Schoenberger, author of No Lie Lives Forever
https://www.amazon.com/No-Lie-Lives-Forever-Novel/dp/1720808864/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=
The market continues the downward slide, and most investors are in denial. Bear markets are painful, especially if you are unprepared. The market seemed ready for a strong “bear market rally” but the retail earnings reports make a recession even clearer. We are moving from detail to despondency- do not be fully invested, especially in the wrong names.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com
The market is in a textbook bear market cycle. We have been sharing clear warning signals that continue to come with surprising consistency. While value has been created, many are still clinging to hope in the wrong names. A headshot looks like it is coming. There are dozens of names that look great here- just not what many are holding enough of.
Listeners are encouraged to ask Jordan questions. Email Jordan at jkimmel@valuenginecapital.com