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NetWorth Radio

The unique NetWorth Radio broadcast delves deep into the most important headlines and the actual meaning for investors. Interviews with nationally acclaimed authors and Dallas business leaders bring to life investment strategy in a unique and exciting format. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst who manages portfolios for successful families.

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  2. Hold em or Fold em? What Should You Keep and What Should You Sell? 02-09-2014

Hold em or Fold em? What Should You Keep and What Should You Sell? 02-09-2014

Feb 8, 2014

For this week's charts, click here.

 

This Week's Busy Box:

Selective Replacement of the Highest Risk/Lowest IRR Assets

Higher Risk

*Small Cap Alert

*Emerging Implosion:  WHEN WILL IT BE DONE?

*Junk Bonds

*Unprofitable and Leveraged Companies

*Stuff that is going down that I can’t remember why I bought it

*High PE Lower estimated IRR

 

Lower to Moderate Risk

*Cash (when in doubt, just sit there!)

*Fixed Maturity Bond Ladders

*Investment Grade Preferred Packages

*Floating Rate Loan Packages

*High Cash Flow-Discounted-Inflation Friendly Real Estate

*Dividend Companies

Click here to request a list of Texas bonds including infrastructure!
  • Be sure to join the NetWorth Radio subscription list to receive important information and updates in the future.

 

This week’s Call to Action:  Get a risk analysis for your portfolio that includes insights and recommendations.

To get started, contact our office at (214) 720-4400.

 

Intelligence Report on the Global Shale Revolution

RUSSIAN BRAVADO:  “Russia may become world’s leader in shale oil production” according to the Russians.

  • Do Olympics help your stock market?

 

Tweet and Sour

  • Did they make money or not? 

Twitter Earnings

SAN FRANCISCO, Calif. – Feb. 5, 2014 – Twitter, Inc. (NYSE: TWTR) today announced financial results for the fourth quarter and fiscal year ended December 31, 2013.

  • Q4 revenue of $243 million, up 116% year-over-year
  • Q4 net loss of $511 million and non-GAAP net income of $10 million
  • Q4 GAAP EPS of ($1.41) and non-GAAP EPS of $0.02

(The earnings and revenue growth report for Twitter was taken from its recently published press release.)

 

Featured Intelligence:

SUCCESS STORY for Jim Watts of Bond Buyer

  • BIG TEXAS INFRASTRUCTURE
  • Jim Watts’ article “Texas Economy Spurs Airport, Port Growth” appeared in an issue of The Bond Buyer on February 5, 2014.
 
  • MGAM Long Term Investment Themes
    • High Risk Trading Packages:  Too risky for you?
      • Energy
      • Infrastructure
      • Water
      • Healthcare and Wellness
      • Emerging Market Ascendancy
      • Real Estate

This Week’s Package Includes: Market Commentary

  • Estate Planning Package

Investment Information

  • Cash Flow Strategies
  • Candidate List
  • Dividend Report

To receive the entire package, please call our office at (214) 720-4400 or click/touch here to Request a NetWorth Radio Package.

The Next Step: To schedule your 2013 planning session, call (214) 720-4400 or Set an Appointment. Complete our questionnaire to start your plan with specific insights and recommendations and performance tracking. For more information on our performance tracking software, visit Advent. Thank you for taking the first steps to upgrading your investment plan! Minimum consolidation is $500,000 during your first year of working with the McGowanGroup.