8-13-24 Four Reasons Mega - Caps Are Not Dead Yet episode artwork

EPISODE · Aug 13, 2024 · 45 MIN

8-13-24 Four Reasons Mega - Caps Are Not Dead Yet

from The Real Investment Show (Full Show) · host Lance Roberts

It's economic report week, with previews of today's PPI, tomorrow's CPI, and Thursday's Retail sales numbers for July; will weaker consumer spending appear? Stock buybacks have returned. Markets to re-test 100-DMA, and set up to move up to the 20-DMA. Are the “Mega-Cap” stocks dead? Maybe. But there are four reasons why they could be staged for a comeback. The recent market correction from the July peak certainly got investors’ attention and rattled the more extreme complacency. Lance & Jonathan discuss portfolio turnover and tax implications: If you're paying taxes, you made money! Never buy a stock for its dividend. Lance corrects the YouTube chatroom on companies; longevity; Lance & Jonathan discuss bonds, coupons, discounts, and total costs. Coupons vs Yield: The only aspect of a bond that matters. "Yield worst vs yield to maturity. SEG-1: PPI, CPI, & Retail Sales Previews SEG-2: Why Mega-Caps Are Not Dead SEG-3: Portfolio Turnover & Tax Implications SEG-4: The Only Aspect of Bonds that Matter Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=-uTqIghDtTw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mentioned in this report: "Are Mega-Caps About To Make A Mega-Comeback?" https://realinvestmentadvice.com/are-mega-caps-about-to-be-a-mega-buy/ "Market Crash – Is It Over?" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Retesting Resistance" is here: https://www.youtube.com/watch?v=yBVD9H91LGA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Be Careful of Market Predictions " https://www.youtube.com/watch?v=N69vpdabuoU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- 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/ #Bonds #MegaCaps #MarketCrash #RealTimePricing #InvestmentAdvice #UnexpectedEvents #MarketPredictions #MarketValuation #RiskAssessment #FinancialStrategy #MarketDynamics #MarketTrends #InvestmentStrategy #PricingMechanisms #MarketBehavior #SpeculativeAssumptions #FinancialMarkets #SurpriseFactors #MarketOutcomes #InvestmentPlanning #EconomicFactors #Markets #Money #Investing

It's economic report week, with previews of today's PPI, tomorrow's CPI, and Thursday's Retail sales numbers for July; will weaker consumer spending appear? Stock buybacks have returned. Markets to re-test 100-DMA, and set up to move up to the 20-DMA. Are the “Mega-Cap” stocks dead? Maybe. But there are four reasons why they could be staged for a comeback. The recent market correction from the July peak certainly got investors’ attention and rattled the more extreme complacency. Lance & Jonathan discuss portfolio turnover and tax implications: If you're paying taxes, you made money! Never buy a stock for its dividend. Lance corrects the YouTube chatroom on companies; longevity; Lance & Jonathan discuss bonds, coupons, discounts, and total costs. Coupons vs Yield: The only aspect of a bond that matters. "Yield worst vs yield to maturity. SEG-1: PPI, CPI, & Retail Sales Previews SEG-2: Why Mega-Caps Are Not Dead SEG-3: Portfolio Turnover & Tax Implications SEG-4: The Only Aspect of Bonds that Matter Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=-uTqIghDtTw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mentioned in this report: "Are Mega-Caps About To Make A Mega-Comeback?" https://realinvestmentadvice.com/are-mega-caps-about-to-be-a-mega-buy/ "Market Crash – Is It Over?" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Retesting Resistance" is here: https://www.youtube.com/watch?v=yBVD9H91LGA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Be Careful of Market Predictions " https://www.youtube.com/watch?v=N69vpdabuoU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- 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/ #Bonds #MegaCaps #MarketCrash #RealTimePricing #InvestmentAdvice #UnexpectedEvents #MarketPredictions #MarketValuation #RiskAssessment #FinancialStrategy #MarketDynamics #MarketTrends #InvestmentStrategy #PricingMechanisms #MarketBehavior #SpeculativeAssumptions #FinancialMarkets #SurpriseFactors #MarketOutcomes #InvestmentPlanning #EconomicFactors #Markets #Money #Investing

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8-13-24 Four Reasons Mega - Caps Are Not Dead Yet

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This episode was published on August 13, 2024.

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It's economic report week, with previews of today's PPI, tomorrow's CPI, and Thursday's Retail sales numbers for July; will weaker consumer spending appear? Stock buybacks have returned. Markets to re-test 100-DMA, and set up to move up to the...

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