InvestTalk

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Business #244Investing #84

Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount.

This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies.

InvestTalk, a daily program, delves into a range of pertinent investment subjects while addressing listener queries. Powered by KPP Financial in Irvine, California, the show/podcast is hosted by KPP Owner Justin Klein and Portfolio Manager Luke Guerrero.

No investment inquiry is off-limits. Are your assets properly diversified? How can you optimize your 401(k) management? What implications do economic shifts have on real estate?

Spread the word among your friends and family. They can access timely responses to these and numerous other financial and investment queries in each episode of InvestTalk, airing every weekday. Learn more at InvestTalk.com.

Recent Episodes
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Recent Reviews
  • Randal 1951
    Exxon (XOM)
    I just heard your review of how SNAP, formerly food stamps, is being cut substantially and companies like Kellanova, which I own, are already feeling the effect of the proposed cuts. K has done well for me, up 55% over the 4 years I’ve owned it, but is it time to sell, or is this just one of those things I should ride out? I don’t hold a large position, but I still want to do the best with it I can. Thank you, and it goes without saying that I never miss an episode. Keep up this valuable program.
  • Rodj Podj
    Too many commercials
    Decent information, but impossible to listen to without your phone in your hand to skip the endless commercials, most of which are about the show you are already “trying” to enjoy.
  • Barb in Brooklyn
    Informative and conversational
    I adore your show and I am listening even more regularly during these volatile times. Thank you for your calm consideration of stocks and the markets. I just bought several shares of Volkswagen and I wonder what your thoughts are on that stock at this time.
  • aDL141
    Great show
    Love the show, can you look at Lovesac ticket LOVE
  • Ecarl389
    Ticker CNQ
    I am down about 15% on Canadian Natural Resources (CNQ), I like the stock because of the amount of cash it pumps out every year, but because of depressed oil prices, tariffs, and a weak CAD vs the US dollar, should I wait to average in once it starts to rebound after it declines?
  • Bandboxxer
    Good podcast promoting investing programs with unusual fees.
    Enjoy the information conveyed by Justin and Luke. The investment programs offered by KPP Financial, the producers of the podcast have fees that applied quarterly. Never seen any finanial product, even credit cards that didn't calculate fees or interest rates on an annual percentage rate. Mortgages. mutual funds, hedge funds, savings accounts, ETFs and CDs all calculate fees and interest on an annual basis. Still a solid podcast grounded on time tested discipline.
  • Violet Maple
    Content Diminishing
    Listened for several years but have to say goodbye—now three long commercials and frequent “breaks”; too tired of constantly forwarding to hear random bits of value.
  • Wasalistener9
    Wrong on amount
    Enough fentanyl came in from Canada to kill >7 million.
  • Aserainsf
    MMM
    I enjoy listening to you guys daily. Can you tell me what you think about 3M. I have small portion, is it becoming over valued?
  • Columbiano4life2
    Excellent Podcast
    Hey Investalk! Duncan here, I am leaving a review on here because every time I call your phone number it never goes to voicemail…so it always rings :/. Any chance people from New York are having the same issue? Anyway, can you please review Stock Ticker: HWM - Aerospace ? Return of equity is over 20% and it seems like it has a niche and not many competitors. Looking forward to it, thanks!
  • ThePuma51
    Ticker: IIPR
    Hey Justin and Luke! I saw that IIPR has been dipping since early November and now it just dropped 24% in one day from a tenant default. What do you think about taking a position around these levels (mid 70s)? I’m a long term holder. Thanks!
  • Gummybearsandscotch
    Great Show!! (What do do with my TSLA covered call contracts?)
    Long time listener of your show for over 6 years and love it! Have a question about TSLA. I know you not the biggest fan as you have more of a value investing philosophy that I respect and follow in my longer term Roth account. However in my more speculative play money account I have 1000 shares of TSLA amongst other share of other things. I accumulated the 1000 shares over the course of 9-12 months ago when TSLA had its big pullback via selling cash secured puts on the company and being assigned to the shares. My average cost on my 1000 shares is $182.30. Heres my dilema, as I got assigned those shares I started selling covered called on those shares and as the price kept skyrocketing, I kept rolling the call contracts higher and further out. My call contracts are now at a $310 (12/18/2026) strike so WELL in the money and really far out!! I could buy the 10 contracts out at $172,580 as of today with the stock price at $390.97 but that would cap my gains at $36,085. I still believe TSLA will keep going higher through innovation and Elons political ties to the White House and more relaxed regulations for full self driving and etc. My question is what would you do in this situation or how would you unwind these call contracts for more potiental gains in my situation? Thank you and looking forwards to hearing your response on the show if possible! -Asher
  • Joel63892
    Great Podcast
    Love the podcast. What's your opinion on Ryan Specialty Holdings (RYAN)? I have a few insurance stocks in my portfolio that have done well and was wondering if this is one I should start a position in. Thanks and looking forward to hearing your thoughts.
  • Cody Harlan.
    Great podcast
    Informational, interactive, and educated individuals talking about different aspects of the market as a whole, themes, and different individual stocks. Well done.
  • Mjonesy4014
    My go to podcast for market insights
    Very helpful, educational and the best hour of the day. *****question***** QCOM - Qualcomm. Wondering if the recent pull back is an opportunity to start a position. I’ve had QCOM on my watchlist for some time.
  • max6million
    Lazy podcast
    I used to listen to this podcast religiously until Justin Klein sounded uneducated about Bitcoin. Instead of doohickey research to see what Bitcoin actually is and how it functions, he just vomits the same talking point the media used to have about Bitcoin. News flash, there are young people who listens to you guys. Make sure you you know what a double SHA-56 is and what proof of work is. Make sure you know how the Bitcoin blockchain is secure and how it’s vulnerable before you call it a scam. Bitcoin has been here for 16 years and has outperformed every single asset in the planet by miles. it’s the most secure network in the entire planet. Make sure you know why that is. Make sure you know why it cannot be banned and can’t be manipulated by governments. Do your homework
  • Ananiya
    Frankly surprised this has an avg of 4 stars
    Honestly I have to say this is the best and most honest investment podcasts around. They are very upfront and decent. Very hard to come by in this business. Thats' a lot coming from a 18 year vet in the market. If I had to anything to criticize it is their aloofness to some of the stocks they are asked about on some of the podcasts, but that could be an advantage in a way. I don't know about their performance or their management services, but I am sure anyone would be in great hands. I know, this may sound "too glowing" but If I had to give someone my money to manage, these guys will be the first in line.
  • Beefy_Beef
    OMCK
    I’m been a listener since summer 2020. I hope to hear your thoughts on Omnicell (OMCL).
  • JDC Auburn in Beirut
    Your thoughts on PTY
    Justin and Luke -- Steve mentioned this one a while back and it seems to have done well for me. Some appreciation and over a 9% yield for the past one year plus. With rate cuts more likely than not in the next 6 to 12 months, what do you think of PTY? If history is an indication the chart seems to indicate it can go up to $17 to $20 from its current $14.45. And still pay a 7 to 9% dividend? Thanks as always. Islamabad Don
  • Twisted_Straw
    Giving the public what they want
    My question is directed to Justin and if RICK (RCI Holdings) is still a worthwhile hold and if it’s time to scoop up more? My avg cost basis is $58 and currently sits at a 3% allocation of my overall portfolio. If memory serves me you liked the moat, would this be a buy at these levels or is the thesis broke?? I still have room to add in this space…...
  • Bucmartin
    Blessings to all
    God’s blessings to all of Steve’s family and friends. He helped so many people with this podcast. He was fun, witty, entertaining and seemed eager to teach all his listeners. I keep quotes up in my den about different things. There are a couple of Steve’s quotes up there. “Don’t buy companies that don’t make money!” Is one of them. He will be missed. I just wanted to let his family and friends that he was appreciated and he’d positively influenced us. Thank you and Gods Blessings.
  • 828R
    Keep up the good work!!
    Justin and Luke, you guys are doing a great job! Thank you for your balance, thoughtful and result oriented advice that you give each weeknight. I look forward to listening to every show and to meeting you guys in person one day soon. Is there a financial person you listen to regularly? Lincoln
  • DismalScientist587
    Best Podcast for Serious Investors
    I’ve joined paid services, but this free podcast is where I’ve learned the most about how markets work. Thank you Steve Justin and Luke. Thinking about MYRG for a long term hold in my Roth. What are your thoughts?
  • Visz42
    AMT or CCI
    Please let me know your thoughts on CCI (crown castle) -vishnu
  • Jdiz528
    Love the podcast
    Hi Luke and justin, Love the podcast! Wishing Steve all the best. I got into SAIA at $294 for a long term hold. Since then, it’s run up to $600. I was wondering if It’s time to trim and take some profits. How do the technicals look? Its about 6% of my portfolio. Will be listening on the show for your answer. Thanks! Jeff from torrance
  • spencerd.king
    Great Show!
    Hi Jusin & Luke, Love the show. Long time listener. I really appreciate all you guys do for us. I'd like y'alls analysis on 2 REITs I am interested in: PEAK and O. I like O because it is well diversified mostly in the single-tenant retail space. I like PEAK because it is in healthcare space. Both seem to be struggling with high intrest-rates at the moment and near long time lows. I am of the opinion that rates will likely stay higher for longer over the next decade. However, I think in the short to medium term we will see rates come down slightly closer to the 4.5% mark. This will likely be a tail wind for these businesses and REITs in general. With that said, I aknowledge that the technicals look pretty bad for both here. Also, just want to make it known I am not chasing dividend. Anyway, if you could give your analysis on these 2 names and thoughts on the REIT space in general for the forseable future, I would certainly appreciate it. Thanks again for all you guys do, and my best wishes to Steve for a speedy recovery. Spencer Athens, GA
  • John D from Mass
    John from Mass
    I listen everyday to your show it’s the best Please tell me what you think about transocean (RIG) as an investment in the energy sector
  • ROUDYFN
    Tyler from Kansas City
    Hey guys, CHTR is currently about 1.4% of my portfolio. I bought just under a year ago around $320. It ran up into the $450s & now it’s just under $300. The debt they carry is terrible but I’m pretty sure with their earnings growth that they have forecasted, they will be able to work towards paying it off. They don’t have a dividend but they buy back very large percentages of their shares. I prefer this over dividends. I think they’ve reduced their share count by 1/3 over the last 5 years. I’ve been wanting to add to this and maybe make it 2-2.5% of my portfolio for awhile and I think this 25% drop over the last few days may be a great opportunity to go ahead and make that move. Let me know what you think or if you think this debt is out of control. I hope Steve has a speedy recovery. A big thank you to Justin and Luke filling in full time in his absence.
  • danceamix
    TGLS Stock
    I have been a listener for the past 4 years and I have learned a lot from your show. I’ve been considering in opening a small position on tecnoglass Inc. ticker symbol TGLS, I want to start looking elsewhere tech, Ai and all the noise and buzz on Wall Street. Based on what I’ve seen, it looks like a good company with growth potential for the upcoming years. What are your thoughts and any entry price? Thanks.
  • GJWes50
    Unbiased Advice
    Wes from Grand Junction, CO here. I love the show and listen every day. What do you think about Republic Services (RSG) as a long term hold? I think it is a solid company but I worry a little about their debt and that I am late to the party. Thanks for all you do!
  • HappyValley87
    Favorite Investing Podcast
    Kevin from North Carolina. I’ve been listening to the podcast for going on 5 years and love the insight and knowledge you all provide. My question is on Trek Co - TREX. I have a 3% position in my Roth IRA that I bought based on your recommendation at $58.79 in May of 2022. With it recently hitting a new 52 week high and earning estimates being upgraded, I wanted your opinion if I should buy, hold, trim or sell. Thanks for the great show & Happy New Year!
  • Jay from Long Island
    Great Show
    Been listening since 2020 and love the show, I’ve learned a lot and appreciate your wisdom and guidance on all things investing. My question, I’ve been looking to invest long term in the energy sector and your views on nuclear power just accentuated my own. So last year I took a position in Cameco Corp (CCJ) and bought in the low to mid $20’s. It’s currently run up to $44, should I take profits and diversify with URA (Cameco is its largest holding anyway) or should I hold on to CCJ? I would love to hear your thoughts on this. Thanks and I look forward to hearing your answer on the show.
  • JohnsonsRod
    CF (CF Industries Holdings)
    Hey Justin, interested in hearing your thoughts on CF Industries. Near term buying opportunity for a long term hold?
  • Joe C ii
    I am a better investor because of this show.
    I love the podcast! The guys provide great investment advice that is solid and stands the test of time. I have increased my investing savvy 10X by listening. This is perfect for a retail investor with a relatively small account. I’ve learned a lot! Joe in Nashville I do have a question about ticker symbol, PYDPY, flutter entertainment. I like this business I owned shares previously and sold them for a profit last year. I want to get back in, but not at the current share price. Can you tell me a good entry point as well as your analysis of the company?
  • Pulowskiboy
    Valuable information both from KPP and callers
    Listening to this show since it started. Never missing an episode. Always up to date on current market events. Question: I am 28 and looking to buy a house for the first time. Able to put a 10-20% downpaymeny. What should I be looking to do in terms of: finding loans, figuring out rent for potential tenants etc? Any advice appreciated
  • p28720
    Great show
    Great show though I miss Steve’s advice and have fully succeeded using the advice from Steve and Jerry .
  • Steve J. D.
    Great Daily Podcast
    I listen to this podcast everyday and it is packed with great information for investors of all levels of experience. I highly recommend. Would you be able to review the stock METC (Ramaco Resources) it looks pretty cheap with recent growth trends and good balance sheet. Thank you!
  • forestryguy1970
    Excellent Podcast
    Hello Guys! Enjoy your program live on KDOW app. I would like to get your analysis and opinion on Simon Property Group, Inc. (SPG). Is this a good medium to long term hold? Where would be a good entry point ? Thanks for your insight guys! Great show! Jeffery, Alabama.
  • Gjhgfhhg
    Everyday listener
    I came across this podcast in 2016 as a new investor and it’s been very helpful over the years. What are your thoughts on TSLY and the other yieldmax option etfs? TSLY is down with Tesla right now and looks like a buy. Apple, nvidia, FB, Amazon, AMD all have a yieldmax etf, which one is better of the group?
  • pwtowne84
    Love the Program!
    Hi Justin/Steve, Big fan of the show and the insights that you provide. I’d love to get your thoughts on SWKS. It’s been falling a bit lately and I’m considering buying a position. Would you share some thoughts on the company and the current price for me? Thanks!
  • John K from Georgia
    Everyday listener
    First off I want to say I absolutely love the show and listen to it everyday. I’m 25 and learn so much from the show. I have a question on TROW, what would be a good price to buy it at. It has gotten beat up recently and their balance sheet indicates they have very little debt. Any advice would be helpful, thank you!
  • GucciGang27
    Thank you guys
    Hey, Thanks for everything you all do, the show is great. Was wondering if you could look at Accenture ACN. Wondering what your fair value is. Thinking about dollar cost averaging for a long term hold. Thanks!
  • Beernut1379
    Solid show
    Hey guys, solid show! Can I please get your opinion on Alaska Air Group, ALK? Thank you very much!
  • Zac from Minnesota
    Excellent show
    I’ve owned BWMX for a couple months now and wanted to hear your opinion on it. I’ve been trying to get more exposure to Mexico.
  • Don6349
    Excellent show
    I usually listen to the podcast everyday. Either in my car or on my daily walks. Steve and Justin present information in a straight forward way that the lay person can understand and learn from. I especially enjoy Steve’s trivia questions and the daily topics. I like the call in questions from listeners and the objective answers the hosts provide. I recommend the show and encourage you to give it a try! Don from Ashland Steve and Justin…. Question…I’m 73, retired with a pension and SSI that covers all my living expenses. I have a small position in JEPQ and it’s sister fund JEPI, they pay a monthly dividend that I use for recreational purposes. I’m thinking of expanding my position and wanted to get your take on these funds. Thanks Don in Ashland OR
  • Rylemeup
    GLDD
    Does Great Lakes dredge and dock look like it will ever be a good investment? Will they be able to take advantage of the latest push to improve infrastructure? It’s on my watchlist for now and I don’t have much industrial exposure. Love the show and look to become a client someday.
  • Buckeye1919
    Souther Copper
    I was looking at Southern Copper (SCCO) for a long term hold but I feel like I may have missed my chance earlier this year. What do you think a good entry point would be on any potential pullback?
  • dempsey1124
    My favorite Investing Podcast
    Hello Steve and Justin! I’ve been listening for 3 years, and InvestTalk is my favorite investing podcast. What are your thoughts on GoDaddy Inc, ticker GDDY? I’m wanting to immediately sell my RSUs and ESPP. I feel the risk of the stock price going down is not worth the reward of long-term capital gains as the stock tends to trade flat. As of June 30, 2023, their total cash and cash equivalents were $582.6 million, total debt was $3.9 billion, and net debt was $3.3 billion. Thank you for all that you do!
  • Bandgeektennisfreak34678448
    TMO
    Hello, I am looking at thermo fisher, and wanted your opinion. There is a lot I like, rising sales, a growing dividend, paying down debt and it looks like they are buying back shares. I am just not sure it is worth the multiple it is trading at. If you think this company is a buy is there good support around $525-$530?
  • Bprocboi12
    Question
    Hi Steve and Justin! thank you for everything you do as always! Quick question on ticker symbol CLH (Clean Harbors) wanted to get your outlook on the company. I’m in at 155 and have made a little profit. I found out about the company from my father in law who was just hired to be a truck driver for them and they seem to be paying him a lot more than other company’s did. It seems to be very diversified in what it does but maintains close to the oil sector. Thank you again and looking forward to hearing your reply!
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