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The Money Is in the Details

First-quarter earnings results are upon us. Soon, the airwaves will be filled with noise about company results.

Don’t be fooled by the headlines. Listening to the “experts” can be a dangerous game.

Instead, pay attention to the details of the results. That’s where the money is made.

Today, we’ll dig into those details—and the secrets of analyzing company results.

My guest on this week’s episode is Andrew Weekly of Smith Weekly Research. Andrew is a fellow contrarian and an excellent researcher. (He’s provided a link to his research for today’s podcast listeners, which you can find below.) He has a lot of great insight on some deeply out-of-favor sectors—like uranium and offshore oil drillers—and how they actually have extremely attractive risk/reward profiles.

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