Left Brain Thinking

Earnings Season dominated this week's headlines and we saw yet another volatile week, with all the major indexes down for the last five days of trading. Whether you hold stocks or bonds in your portfolio, odds are you are down for the year. This week, CEO Noland Langford and Director of Research Brian Dress discuss how we can use active management to develop a plan for portfolio recovery. The stoc...

This week we welcome Kris, Founder of From Growth to Value and the man behind the Potential Multibaggers subscription service on Seeking Alpha. He is a long-term growth investor that looks for stocks that have the potential to generate a 10x return over a 10 year period. On the episode, we learn about Kris's journey from a life as a teacher to a professional stock analyst, his investing philosophy...

Things started well this week, but markets fell sharply after the Federal Reserve weighed in yet again with more hawkish commentary. The best offense for investors may be playing in defensive sectors like consumer staples, healthcare, and insurance. CEO Noland Langford and Director of Research Brian Dress discuss the week's developments in the financial markets and another week of earnings reports...

This week we welcome our first guest to the Left Brain Thinking podcast. Ryan Reeves is the Founder/CEO of Investing City, an investment research subscription service covering high growth investments and fundamental analysis. Ryan tells our Director of Research, Brian Dress, about what got him started in the investing business, describes his investment philosophy, and explains two of his favorite...

We are back again this week with another Jarvis Weekly Update. This week CEO Noland Langford and Director of Research Brian Dress discuss the week in the markets. We saw the end of the market's three week winning streak, while interest rates rose sharply for yet another week. Topic 1: Confusion Reigns - Brian and Noland discuss weakness in homebuilders and semiconductor stocks and try to determine...

Plenty to cover this week in the Jarvis Weekly Update. Volatility in the markets seems to be accelerating and there seems to be a real lack of liquidity out there. CEO Noland Langford and Director of Research Brian Dress cover whether this means there are opportunities out there for

CEO Noland Langford and Director of Research Brian Dress are back again for the Jarvis Weekly Update with plenty again to cover in the world of markets.  

You can also watch the Weekly Update on YouTube here: https://www.youtube.com/watch?v=dQu72jkAJLc&t=15s

Brian Dress, director of research at Left Brain Investment Research, says that the market for the first two months of 2022 has been field with 'bad reactions to good news,' but with the start of war in Ukraine the early results have been 'good reactions to bad news,' which is a positive sign that there are 'green shoots' of a recovery that the market is likely to see a few months down the line wit...

Noland Langford, chief executive at Left Brain Investment Research says that with the Federal Reserve poised to hike interest rates several times this year, growth-oriented investors can find the right kind of "action" in corporate bonds and tax-free municipal bonds. He is expecting yields of up to 4 percent on munis and says the corporate bonds can be purchased at discounted prices now, but with...

Freddy Garcia, vice president for investments at Left Brain Wealth Management, says that the classic '4 percent rule' created by financial-planning legend William Bengen needs to be adjusted in times like what we are seeing now, with rising inflation and the growth outlook for the market changing. Garcia says the rule can work as intended -- designed to determine the size a nest egg should be to l...

It's a short summary of each week's newsletter on our podcast channels, directing you to the key points and giving additional context to the written post. The same content is available with video on Left Brain's YouTube channel at  https://www.youtube.com/ channel/UC6bqGg_VfmuCH7E- s7rNUxQ   Check out the most recent installment here, with CEO and Chief Investment Officer Noland Langford and Left...

Brian Dress, director of research at Left Brain Investment Research, discusses how the firm tracks exchange-traded funds as a way of gauging trends across industries and as the market has been going through its current rotation, the ETFs have been confirming positive trends for energy and materials companies. Dress notes that exploration and production companies and pipeline firms are particularly...

Noland Langford, chief executive officer at Left Brain Investment Research, says that changing economic conditions are forcing investors to re-evaluate growth, noting that higher interest rates require a discounting of future cash flows, dropping valuations. That translates into a changing of the portfolio, where investors need to focus on issues that have potential longer-run growth, and backing...

Brian Dress, director of research at Left Brain Investment Research, says that current economic conditions -- rising inflation, slowing growth and more -- are making it more important than ever that growth investors look beyond technology stocks and companies with projected future earnings in exchange for more defensive picks that are posting current profits. Dress notes that has meant looking int...

Freddy Garcia, vice president for investments for Left Brain Wealth Management, discusses year-end financial strategies that investors should consider before it's too late, noting that there's real value to using losses to offset gains from big winners, even in cases where you expect the losing stock to become a winner in time. The tax savings can ease the burden from trimming back issues with ove...

 Noland Langford, chief executive at Left Brain Investment Research, says that third-quarter earnings reconfirmed the firm's commitment to both Nvidia and Bath and Body Works, albeit for different reasons. Nvidia has seen both its revenues and stock price grow much faster than anyone anticipated, Langford says, and will see those growth rates slow, but should be able to overcome supply chain issue...

Brian Dress, director of research at Left Brain Investment Research, says that Roku -- the firm's "stock of the year" for 2020 -- has seen its stock price struggle this year off a mixed earnings picture, but he says that the company's business model hasn't changed and the medium- to long-term prospects look good, even if the stock struggles in the near term. As a result -- an as opposed to stocks...

Freddy Garcia, vice president of Investments for Left Brain Wealth Management, says that investors who hire advisers to help manage their money need to get appropriate help picking and selecting stocks, bonds and mutual funds, rather than simply following cookie-cutter programs. Garcia says that too many investment advisers fall back on the idea that they provide 'planning,' rather than high-convi...

Noland Langford, chief executive officer at Left Brain Investment Research, says that while energy prices have gone up dramatically -- lifting the value of energy equities and bonds -- the trends and fundamentals in the business have continued accelerating, and that pace of growth makes the energy sector particularly attractive for income-oriented investors now. That said, Langford is looking to d...

Brian Dress, director of research at Left Brain Investment Research, says that investors looking for growth in a pricey market during times of higher inflation and heightened stock prices should consider preferred securities as a means of diversifying their holdings in pursuit of yield while responsibly taking on interest rate risk. He highlights New Residential Investment's preferred securities,...

Noland Langford, chief executive at Left Brain Investment Research, says that rising inflation and lower-for-longer interest rates have forced him and his colleagues to dig deeper and look farther for the kind of high-growth investments he prefers. Even in the best situations, however, Langford says that 5 percent returns are solid and aggressive, and that investors need to be satisfied with that...

Madhu Chaudhary, investment analyst for Left Brain Investment Research, says that while UpStart Holdings (UPST) is a new company that has rocketed from IPO to high valuations in less than a year, the company has growth prospects that are built to last. Chaudry says that the online lending platform company -- which uses artificial intelligence to look beyond credit scores to decide creditworthiness...

Freddy Garcia, vice president for investments at Left Brain Wealth Management, discusses financial advisers who redirect consumers away from stocks based on their own personal biases, and in spite of the client's wishes to take on risk and add individual stocks to their holdings. Garcia -- and host Chuck Jaffe, who has written two books on choosing and working with financial advisers -- warn again...