Ready to level up your trading? Tune in to hear from professional traders — from quantitative to fundamental, day traders to trend followers — as they share practical advice, tips, and insights on investing in the stock market. Join Trade Risk’s Evan Medeiros every other Monday as he chats with guests to help you become a smarter trader.
All content for Smarter Trading is the property of Evan Medeiros and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Ready to level up your trading? Tune in to hear from professional traders — from quantitative to fundamental, day traders to trend followers — as they share practical advice, tips, and insights on investing in the stock market. Join Trade Risk’s Evan Medeiros every other Monday as he chats with guests to help you become a smarter trader.
Eddy Elfenbein — How to construct a high-quality stocks portfolio using fundamental analysis
Smarter Trading
58 minutes 59 seconds
3 years ago
Eddy Elfenbein — How to construct a high-quality stocks portfolio using fundamental analysis
Our guest today is Eddy Elfenbein. Eddy has been a leading writer in the financial community since starting the Crossing Wall Street website and CWS “Buy List” in 2005 and 2006, respectively. He often appears on CNBC and Bloomberg, where he shares his insights on the market and the economy.
In this episode we talk all about constructing a high quality stocks portfolio. This has nothing to do with technical analysis, Eddy walks us through how to find value by looking for companies with pricing power, consistency in earnings, strong operating margins, and clear competitive advantages.
Eddy breaks down the process he uses to craft the CWS buy list every year and shares his thoughts on a few of the companies currently on his “Buy List”.
If you’re someone looking to sharpen your fundamental analysis, this one's for you.
Please enjoy this episode with Eddy Elfenbein.
-----
This episode is sponsored by Investor’s Business Daily. IBD has helped investors navigate every market cycle with their time-tested methodology for over 35 years. Right now Smarter Trading podcast listeners can get their first 2 months of IBD Digital, a subscription service that gives you access to IBD’s proprietary market analysis and top trade ideas for only $20 by signing up at investors.com/evan.
-----
What you'll learn in this episode
2:35 Fundamental Analysis: Middleby Corporation - MIDD 5:20 Crossing Wall Street Buy List methodology9:15 How to think about selling stocks you own13:00 AdvisorShares Focused Equity ETF - Ticker: CWS 16:00 Eddy’s background and how we came up in the industry 19:40 The process of constructing the ETF and building a portfolio27:25 the edge in looking at smaller cap companies32:20 Separating the numbers from the story, outlook, & intangible assets38:00 The world's simplest valuation model42:45 The role of the global macro environment on a stock picker44:35 Tips for do-it-yourself traders building their own portfolio50:35 Fundamental Analysis: Heico - HEICO 51:45 Fundamental Analysis: Miller - MLR 53:15 Resources for fundamental investors55:30 Diversification is overrated & stop paying so much attention to the Fed
Smarter Trading
Ready to level up your trading? Tune in to hear from professional traders — from quantitative to fundamental, day traders to trend followers — as they share practical advice, tips, and insights on investing in the stock market. Join Trade Risk’s Evan Medeiros every other Monday as he chats with guests to help you become a smarter trader.
