Wall Street Unplugged
Episode: 493February 23, 2017

Discover the next trend gurus are betting on

13f filing

Welcome back to another episode of Wall Street Unplugged!

To begin the show, and before my guest signs on… I share one of the most underutilized tools in the world of financial research and analysis.

They’re called 13F’s.

Every quarter, all hedge funds and institutional investment managers with over $100 million in qualifying assets are required to report something called a SEC 13F filing.

Simply put, these 13F reports disclose what the largest investors in the world are buying and dumping… allowing regular people like you and me to see exactly where the “smart money” is moving.

This is the easiest way investors can trade with famous traders like George Soros, Warren Buffett, or John Paulson. And they are publicly available every quarter… in full detail.

Breaking down these reports can lead to the market’s most interesting trends. And, with nothing to hide, this is where I find a lot of my new investment ideas.

Today I share a few examples…

Then for this week’s interview, I’m joined by John Petrides – Managing Director and Portfolio Manager at Point View Wealth Management.

John is a Wall Street Unplugged regular. From retail and telecom… to infrastructure, healthcare, and financial sectors… Every time John joins the show, he covers it all.

And today he starts with earnings season…

Thus far, just over 85% of the S&P 500 companies have reported earnings. And about 66% have exceeded analyst expectations.

Today, however, we take a closer look at the more important metrics… Earnings growth has reached a 3-year high. And with forward expectations getting dangerously high, John raises all the right questions.

We also talk about today’s most hated industry…

Out of all sectors this earnings season, none performed as poor as retail. Stores like JC Penney, Macy’s, and Target have all been crushed this past holiday season. And although shopping trends continue to point online, John and I both agree that the end is nowhere near for department stores. Tune in to hear who we think will survive…

To end the interview, John prepares investors for upcoming rate hikes. The fed fund rates are currently sitting at 1.25%. But due to “hawkish” changes coming soon, John expects rates to reach as high as 3% in only 2 years from now.

More importantly, John shares with listeners his two favorite sectors going forward in today’s deregulatory environment. And also shares with us 4 international stocks that he considers “buys” today.

Then, for my Educational Segment [53:19], I cover the fastest growing industry in the world. It has ties with every sector on the planet. However, because it’s still early, this highly talked about sector is a minefield.

Join me as I break down the numbers… and show listeners exactly how they can stay one-step ahead of this enormous yet dicey industry.

CLICK HERE TO READ THE ENTIRE EPISODE TRANSCRIPT

Links & Resources

Stocks Mentioned

  • Navient Corporation (NAVI)
  • Standard Motor Products, Inc. (SMP)
  • Bristol-Myers Squibb Company (BMY)
  • Time Inc. (TIME)
  • Time Warner Inc. (TWX)
  • Verizon Communications (VZ)
  • AT&T (T)
  • Sprint (S)
  • T-Mobile (TMUS)
  • Pandora Media (P)
  • General Motors (GM)
  • United States Steel (X)
  • Southwest Airlines (LUV)
  • Delta Air Lines (DAL)
  • Sirus XM Holdings (SIRI)
  • Intel (INTC)
  • Cisco Systems (CSCO)
  • The Travelers Companies (TRV)
  • The Gap, Inc. (GPS)
  • McDonalds (MCD)
  • Ekso Bionics Holdings (EKSO)
  • RockWell Collins (COL)
  • The Boeing Company (BA)
  • Honeywell International (HON)
  • Ford Motor Company (F)
  • FedEx Corporation (FDX)
  • GlaxoSmithKline (GSK)
  • Roche Holding (RHHBY)
  • Senofi (SNY)
  • Novartis AG (NVS)
  • Teradyne, Inc. (TER)
  • iRobot Corporation (IRBT)
  • ReWalk Robotics (RWLK)
  • Accuray Incorporated (ARAY)
  • Cognex Corporation (CGNX)
  • Intuitive Surgical (ISRG)
What’s really moving these markets?
Get free daily updates
More Wall Street Unplugged

Two big opportunities for profits into 2023

Why energy stocks are soaring despite lower oil prices... Why Russian oil price caps are a bad idea... And how to play the sector. Plus, why Dick's (DKS) is crazy to raise guidance... and how to profit from retailers' shortsightedness.

Disney just replaced one bad CEO with another

Why Disney made a bad choice naming Bob Iger as CEO... and why analysts refuse to downgrade the stock. Plus, what Best Buy's results say about consumer spending... and why we'll see some crazy deals this Black Friday.

Why Gen Z is captivated by crypto

Joe Davide shares Gen Z's perspective on stocks and crypto... what he's learned from the current bear market... his process for researching new crypto projects (and some of his favorites)... and why FTX's implosion proves we need regulation.

Retail is hurting—except one group

What Target's dismal results say about the economy... Why Lowe's CEO is full of s*** ... And why it's a great environment for one group of retailers. Plus, these hated traders are about to have their heyday.

What we need for crypto to rally

Frank Holmes of HIVE Blockchain breaks down the FTX collapse... how he avoided massive losses from Celsius' bankruptcy... what we need to see for crypto to rally... and his upcoming crypto conference. Plus, the coming recession could last a while.