Marketbat podcast: Trading stocks with the ongoing Russian-Ukrainian crisis
It is clear that Russia’s attack on Ukraine continues to cause market turbulence. But there are also opportunities available to you.
In today’s episode, podcast host Kate Stalter sits down with Randy Farina and Pete Trontis, portfolio managers at Excencial Wealth. Randy and Pete invest both internationally and domestically and offer insight into the stocks and sectors they like right now, as well as some areas they are trimming positions in.
In this episode, Kate, Pete and Randy discuss:
Why you always need a plan for your investments to weather a downturn or prolonged volatility. The pros do it, and individual investors should too
Is it possible to anticipate geopolitical events to position your portfolio upstream?
When analyzing stocks, why it is important to identify its competitive advantage within its industry to assess growth prospects.
How should you manage your watchlist to prepare for an event like the Omicron variant or the Russian invasion of Ukraine?
If a major event occurs, how to be prepared to buy companies with good fundamentals at a lower valuation?
How investors should react to quarterly earnings reports.
What prompted Randy and Pete to remove certain stocks from the portfolio?
Which sector has received particular attention as a “sell” due to the Russian invasion of Ukraine?
Which sectors and industries are promising due to current geopolitical concerns?
How should you calculate to reduce a position when you have gains?
The two ways Randy and Pete make decisions about a stock’s holding period
How do they assess whether to sell or hold when a stock reaches its price target?
How multiple factors should go into your buy and sell decisions
Actions discussed in this episode:
Ryanair Holdings (RYAAY)
Reservation credits (BKNG)
Alaska Air Group (ALK)
7 Dividend Stocks That Help Reduce Inflation
Inflation and its effects on corporate earnings in the future are making headlines in the stock market. The consumer price index increased at a rate of 6.8% on an annual basis (YOY). This marked the fastest pace since June 1982.
And even when the CPI suppressed food and energy prices (because who buys groceries or puts gas in their car?), the CPI was still 4.9% in year-on-year, the highest since 1991.
The market seizes on the idea that not only is inflation not transitory, but that it attracts the attention of the Federal Reserve. And after the last Federal Reserve meeting, investors are starting to see how the market might be affected in 2022.
Growth investors may be able to take advantage of whatever comes next. The same cannot be said for income-oriented investors, especially those who have reached or are approaching retirement age. The effect of inflation can have a marked effect on their wallets at a time when they need the money the most.
A great way to offset the effect of inflation in their portfolios is to buy high-quality dividend-paying stocks. And that is the subject of this special presentation. Dividends can help provide a source of income. And for investors who don’t need the money right away, reinvesting dividends can provide a higher total return.
In this special presentation, we’ll highlight seven stocks that made MarketBeat’s list of the 100 dividend-paying companies that received the highest average rating among analysts over the past 12 months.
Check out “7 Dividend Stocks That Help Reduce Inflation”.