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Innhold levert av The Real Investment Show/Full Show and Lance Roberts. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Real Investment Show/Full Show and Lance Roberts eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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7-2-24 How To Beat Earnings Estimates

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Manage episode 426815275 series 1586737
Innhold levert av The Real Investment Show/Full Show and Lance Roberts. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Real Investment Show/Full Show and Lance Roberts eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Lance previews Q2 GDP estimates: The lag effect is showing up in GDP Estimate revisions, as the economy slows. The difference betweeen Inflation vs Deflation: The rate of change is slowing, but prices are remaining high. Commentary on interest rate behavior at end of Quarter; quarter-end rebalancing and dividend payments. The next chapter in the saga of the Roberts' Rental house; kudo's to Abacus Electrical, raspberries to Centerpoint Energy. The best way to beat earnings estimates: Lower the bar for expectations. The normal beat rate is about 75%. What is the true value of a financial advisor? Not to be confused with a portfolio manager (Doctors vs Coaches). A brief discussion of Tex-Mex, BBQ, and Houston as a food mecca; the value of a financial planner to a family. SEG-1: Inflation vs Deflation - Which Way, Interest Rates? SEG-2A: The Roberts' Rental Saga, Pt-2 SEG-2B: How to Beat Earnings Estimates SEG-3: The Value of a Financial Advisor, Pt-1 SEG-4: The Value of a Financial Advisor, Pt-2 Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=bG6OzGjibtM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Articles mentioned in this report: "Earnings Bar Lowered As Q2 Reports Begin" https://realinvestmentadvice.com/earnings-bar-lowered-as-q2-reports-begin/ "The Confidence Dichotomy" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Interest Rates are a Function of Inflation and Economic Growth" is here: https://www.youtube.com/watch?v=NuGhZlS_1J0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Confidence Dichotomy" https://www.youtube.com/watch?v=QF2-xOKv68c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #EarningsGrowth #FinancialCrisis #LoweredEarningsBar #CompanyPerformance #Expectations #StrongEarnings #QuarterResults #FinancialAnalysis #EarningsEstimates #Inflation #Deflation #FinancialAdvice #FinancialAdvisorValue #PortfolioManager #RentalProperty #HomeOwnership #Markets #Money #Investing
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1836 episoder

Artwork
iconDel
 
Manage episode 426815275 series 1586737
Innhold levert av The Real Investment Show/Full Show and Lance Roberts. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Real Investment Show/Full Show and Lance Roberts eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Lance previews Q2 GDP estimates: The lag effect is showing up in GDP Estimate revisions, as the economy slows. The difference betweeen Inflation vs Deflation: The rate of change is slowing, but prices are remaining high. Commentary on interest rate behavior at end of Quarter; quarter-end rebalancing and dividend payments. The next chapter in the saga of the Roberts' Rental house; kudo's to Abacus Electrical, raspberries to Centerpoint Energy. The best way to beat earnings estimates: Lower the bar for expectations. The normal beat rate is about 75%. What is the true value of a financial advisor? Not to be confused with a portfolio manager (Doctors vs Coaches). A brief discussion of Tex-Mex, BBQ, and Houston as a food mecca; the value of a financial planner to a family. SEG-1: Inflation vs Deflation - Which Way, Interest Rates? SEG-2A: The Roberts' Rental Saga, Pt-2 SEG-2B: How to Beat Earnings Estimates SEG-3: The Value of a Financial Advisor, Pt-1 SEG-4: The Value of a Financial Advisor, Pt-2 Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=bG6OzGjibtM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Articles mentioned in this report: "Earnings Bar Lowered As Q2 Reports Begin" https://realinvestmentadvice.com/earnings-bar-lowered-as-q2-reports-begin/ "The Confidence Dichotomy" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Interest Rates are a Function of Inflation and Economic Growth" is here: https://www.youtube.com/watch?v=NuGhZlS_1J0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Confidence Dichotomy" https://www.youtube.com/watch?v=QF2-xOKv68c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #EarningsGrowth #FinancialCrisis #LoweredEarningsBar #CompanyPerformance #Expectations #StrongEarnings #QuarterResults #FinancialAnalysis #EarningsEstimates #Inflation #Deflation #FinancialAdvice #FinancialAdvisorValue #PortfolioManager #RentalProperty #HomeOwnership #Markets #Money #Investing
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