Stocks for Beginners

"News flash-you are going to lose at times on the market…even the pros only have 50% winning trade percentages" . It was a pleasure to chat with Todd Shaffer, the Manager of Research for VectorVest We talked about the realities of trading and how he realized from a young age that the ‘tools were weighted to the professionals so he knew he couldn’t compete with them’ . He explained the emotional de...

Edmund McCormack is the founder of the crypto-education platform DCHAINED. He's committed to helping everyday investors understand Bitcoin, cryptocurrency and blockchain technology. This episode is not designed to turn anyone into a crypto investor. I'm more interested in finding out about blockchain, the technology behind crypto. It's becoming increasingly important to all kinds of businesse...

Robert Farrington is the founder of The College Investor the #1 tool to help get people out of student loan debt, learn how to earn more money, understand how to start investing and build real wealth. "What's gonna make a big difference in your life is consistently investing over time and putting as much money as you possibly can into your investments. And then, if you can just get the market rate...

Danielle Ecuyer  pursued a successful career in Institutional Equities Stockbroking and Wealth Management for 15 years. After retiring to have her son, Danielle became a full time investor on her own behalf. With over three decades of successful stock investing Danielle has brought all of this and her expertise together to create  Shareplicity : a simple approach to share investing. “Som...

Myles Gage began his career as a credit analyst at CIBC. He and his co-founder, Brian Curcio, realized that ordinary investors have paid a price to learn to invest — and that price typically was real money ending up in Wall Street’s pocket. Rapunzl was founded to provide an unparalleled investing education through fun (and free) investment competitions with scholarship and cash prizes. A...

“When you research a company you're basically putting a puzzle together to say, okay, would these guys be good stewards of my money? Because basically the CEO and the management team has given stewardship over this money, how are they going to spend it?”. Keith Smith launched the Bonhoeffer Fund in 2017. Applying concepts from developed markets that have proven effective, the fund identifies and i...

“Post the Global Financial Crisis it was exhausting because every day was just another down day. It was another pressurized day. A lot of people lost a lot of money. Some people couldn't take it anymore. Suicide rates in this country and this industry went up, it was tough. I mean, it was very, very difficult to come to work every day and try to focus on what was positive because every day it was...

"The fear was that the New York Stock Exchange was next, because when you think about America and you think about developed nations and developed markets, the New York Stock Exchange is a symbol. If nothing else, it's a symbol of America. It's a symbol of freedom. It's a symbol of capitalism. It's a symbol of the free world. Because if somebody really wanted to make a statement, I mean, they made...

We are experiencing a crisis in higher education in the US. Total student loan debt is now over $1.6 trillion, up about 50% from only 6 years earlier. The cost of a college education continues to rise at levels that far outstrip inflation. Is this sustainable? In this episode Gary Brode talks about the challenges facing higher education and his research that is helping to indentify opportunities t...

Karl Kaufman has years of experience showing others how he makes money in the stock market. He gives seminars and hosts talks at universities, investment clubs and financial events throughout the country. As a contributor for Forbes.com, he writes about money and the markets with the individual investor in mind. Karl lives in Boca Raton, Florida, with his wife Rachel and two children, Max and Rain...

Mark LaMonica is a Product Manager at Morningstar and a co-host of the Investing Compass Podcast. Mark has robust views on thematic ETFs and what investors should watch out for. Blog Post for this episode: https://www/stocksforbeginners.net/blog/morningstar Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at h...

Known as the only Four-Time World Trading Champion (2008, 2009, 2010, and 2012), Andrea Unger has been a full-time professional trader since 2001 and honorary member of SIAT (Italian Society of Technical Analysis, a branch of IFTA). Andrea is often invited as a speaker throughout Europe, America, and Asia. Blog Post for this episode: https://www/stocksforbeginners.net/blog/unger Contact the Unger...

Joe Koster is the Managing Member and Portfolio Manager at Sorfis Investments, LLC. When Joe was first reading Franklin’s autobiography and learning about his Thirteen Virtues, he noticed that the first letters of virtues two through seven spelled SORFIS, which was both pronounceable and unique—and the origin of the name. And it should be noted that while the six virtues that spell SORFIS are all...

Gil Baumgarten is the Founder and President of Segment Wealth Management, a top-10 firm in Houston. He is a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the 35 best advisors in Texas. We spoke about Wall St – the good, the bad and the ugly and how to protect yourself from making costly mistakes. “People tend to do what fish do just before they...

If you had the chance to grill the CEO, what questions would you ask? Ian Hunter is Founder and Managing Partner at Hunter Value Capital. Ian meets with 50-100 CEOs each year in the tech, software, crypto, healthcare and consumer products sectors to evaluate their investment potential for Hunter Value Capital's micro-cap strategy. “It's easy to hone in on companies with good cultures when you see...

Can a military background arm you for better investing? When analyzing stocks you have to plan for a range of potential outcomes, manage risk and understand that things don’t always work out as planned. Almost like planning for battle. Steven Kiel is the president and chief investment officer for Arquitos Capital Management, a firm he founded in 2009. Steven is also the chairman of Enterprise Dive...

Terri Duhon is an Award Winning Educator, TEDx Speaker, Board Director, Finance and Risk Expert. In this Quick Tip she explains asset classes and why they are important to understand in constructing your portfolio. Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesfor...

7investing has 7 principles and I’m pleased to welcome Dan Kline to talk about these so that you can learn about how you can use them to improve your investing. https://7investing.com/ “Owning individual stocks isn't for everyone. If you're someone who would be more comfortable just having index funds or you want to own dividend paying blue chips that are likely to be in good position for the next...

Beer and investing are two of my favourite things, so it was a blast to be invited on to the Beer In Front Podcast hosted by the redoubtable Dave Zalitoris . We talked a little about me, some basics on investing for beginners and discussed a couple of local beers of Sydney. There’s nothing like a crisp euro lager turn your attention to stocks and investing for the future. Beer in Front i...

Doug Morris is the CEO of Sharesight , a portfolio tracking tool for managing your investments and making tax reporting simpler and easier. In this Quick Tip Doug explains ETFs and their importance in any portfolio. He holds a Bachelor’s degree in Psychology from the Southern Methodist University in Dallas. After graduating, Doug joined Morningstar Research but before that was running trade o...

And so the story continues with the Black Monday Crash of 1987 through to the tech boom, Y2K bug and the year 2000. "These big Americana blue chip names got absolutely hammered. And so thus the Dow fell, you know, 22 and a half percent, the S&P that fell. It was horrendous. I'll never forget it. Again as I tell the story, I can feel myself in the room. I can feel the phones ringing. I can feel...

So, I’m searching around for my next guest and I come across this guy, Kenny Polcari . I’m looking at this guy and I’m thinking – he’s been on the New York Stock Exchange for like 40 years. He might know a thing or two. I normally try and keep interviews to 30 minutes but after 30 minutes we hadn’t even reached 1987. I love war stories and Kenny’s been there on the frontline on a bayonet...

In this WEEKEND WATCHLIST I was joined by Casey Stubbs from Trading Strategy Guides to discuss Chewy (NYSE:CHWY) "If you know anything about pet owners, they absolutely want to take care of their pets." For more information about Casey go to https://caseystubbs.com/ Simply Wall St Summary: " Chewy, Inc., together with its subsidiaries, engages in the pure play e-commerce business in the Unite...

My guest today is Hunter Allemand Managing Partner of Moriah Consulting . Hunter grew up in a small town of about 600 people with a unique perspective on life. He got into business as a toddler (a fascination with value exchange) and kept learning, reading business books, and working for people to make a few bucks. He’s travelled all over the US up mountains, down subways, out to the oilfields of...

Welcome to this first episode of Weekend Watchlist. These episodes are designed to take a deep dive into a company and why it might be worth putting on your watch list. It's not a recommendation to buy, but a way of learning how the experts go about screening for value. Ethan Widell Senior Analyst from Ironhold Capital joined me to discuss BIOGEN (BIIB) a pharmaceutical company that has had its st...