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Value Investor

Nov 28, 2018

Forget Apple. Berkshire Hathaway made a big statement by buying more bank stocks in Q3.

(0:30) - Warren Buffett's Berkshire 13F Filings: New Bank Positions

(5:00) - Breaking Down JPM, BAC and PNC Performance 

(7:40) - Should You Being Following Buffett’s New Positions? 

(11:45) - Tracey’s Small Bank Picks: CMA...

Nov 21, 2018

Many of the semiconductor stocks have sold off in the recent market weakness and are now trading with single digit P/Es. Should value investors be taking a look?

(0:25) - StockTwits: Tracey’s Premium Room

(2:10) - Semiconductors: Value Stocks or Traps?

(5:00) - Tracey’s Top Stock Picks: NVDA, LRCX, MU, INTC, AMAT,...

Nov 14, 2018

Don’t be scared about the stock market sell off, look for big cap deals instead.

(0:30) - Stock Market Volatility Continues

(3:15) - Screener For Large Cap Stocks On Sale

(6:10) - Tracey’s Top Stock Picks

(17:45) - Episode Roundup: BP, WBH, SNE, MET, PCAR