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Contenido proporcionado por Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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IFB351: Listener Questions Answered - From Financial Planners to Debt Ratios

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Contenido proporcionado por Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode of the "Investing for Beginners" podcast, Dave and Andrew tackle four insightful listener questions, including how to select a financial planner and the importance of debt-to-equity ratios. Tune in for practical advice and expert insights on navigating the world of investing.

00:00 - 00:32: Introduction

  • Dave welcomes listeners to the "Investing for Beginners" podcast and introduces the episode's focus on answering four listener questions.

00:32 - 02:00: Question 1: Selecting a Financial Planner

  • Dave and Andrew discuss how to choose a financial planner, including what questions to ask and considerations like fees and investing philosophy.

02:00 - 04:16: Where to Find Financial Planners

  • Suggestions on where to locate financial planners, such as banks, brokerages, and independent services like Tangerine.

04:16 - 06:38: When to Consider a Financial Planner

  • The hosts talk about the stages in life when a financial planner might be most beneficial, particularly as you approach retirement.

06:38 - 08:10: James Canola’s Financial Planning Services

  • A brief mention of financial planner James Canola and the value of his services.

08:10 - 09:30: Introduction to Spotify Q&A Feature

  • Dave explains how listeners can submit questions via Spotify’s app, which will be answered in future episodes.

09:30 - 13:20: Question 2: Debt-to-Equity Ratio

  • Andrew explains the debt-to-equity ratio, its importance, and how to interpret it, particularly when it’s above or below 1.

13:20 - 17:30: Why Debt-to-Equity Ratio Matters

  • Discussion on how debt can impact a company’s growth and profitability, and what to look for when analyzing this ratio.

17:30 - 20:30: Using Debt-to-Equity in Context

  • Tips on how to analyze the debt-to-equity ratio over time and compare it with competitors to gain better insights.

20:30 - 25:00: Additional Financial Ratios to Consider

  • Andrew and Dave suggest other ratios like net debt to EBITDA and interest coverage ratio to complement the debt-to-equity analysis.

25:00 - 29:00: Question 3: Investing in Watsco

  • A listener question about investing in Watsco despite its recent price drop is discussed, with advice on evaluating whether it’s a short-term issue or a long-term problem.

29:00 - 32:10: Understanding Market Sentiment and Stock Prices

  • The hosts talk about how market sentiment can sometimes disconnect from a company's fundamentals, using Lululemon as an example.

32:10 - 36:00: Reanalyzing Your Portfolio

  • Andrew shares the importance of regularly reanalyzing stocks in your portfolio to ensure they still meet your investment criteria.

36:00 - 38:30: Separating Noise from Facts

  • Dave emphasizes the need to focus on a company’s actual performance rather than being swayed by market noise or social media chatter.

38:30 - 42:01: Conclusion

  • Final thoughts on the importance of having a flexible mindset in investing and avoiding biases. Dave and Andrew wrap up the episode with a reminder to invest with a margin of safety.

Today's show is sponsored by:

Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.

Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!

Sign up for a one-dollar-per-month trial period at shopify.com/beginners.

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

Start learning how to value companies here: DCF Demystified Link

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

500 episodios

Artwork
iconCompartir
 
Manage episode 435485365 series 3422773
Contenido proporcionado por Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode of the "Investing for Beginners" podcast, Dave and Andrew tackle four insightful listener questions, including how to select a financial planner and the importance of debt-to-equity ratios. Tune in for practical advice and expert insights on navigating the world of investing.

00:00 - 00:32: Introduction

  • Dave welcomes listeners to the "Investing for Beginners" podcast and introduces the episode's focus on answering four listener questions.

00:32 - 02:00: Question 1: Selecting a Financial Planner

  • Dave and Andrew discuss how to choose a financial planner, including what questions to ask and considerations like fees and investing philosophy.

02:00 - 04:16: Where to Find Financial Planners

  • Suggestions on where to locate financial planners, such as banks, brokerages, and independent services like Tangerine.

04:16 - 06:38: When to Consider a Financial Planner

  • The hosts talk about the stages in life when a financial planner might be most beneficial, particularly as you approach retirement.

06:38 - 08:10: James Canola’s Financial Planning Services

  • A brief mention of financial planner James Canola and the value of his services.

08:10 - 09:30: Introduction to Spotify Q&A Feature

  • Dave explains how listeners can submit questions via Spotify’s app, which will be answered in future episodes.

09:30 - 13:20: Question 2: Debt-to-Equity Ratio

  • Andrew explains the debt-to-equity ratio, its importance, and how to interpret it, particularly when it’s above or below 1.

13:20 - 17:30: Why Debt-to-Equity Ratio Matters

  • Discussion on how debt can impact a company’s growth and profitability, and what to look for when analyzing this ratio.

17:30 - 20:30: Using Debt-to-Equity in Context

  • Tips on how to analyze the debt-to-equity ratio over time and compare it with competitors to gain better insights.

20:30 - 25:00: Additional Financial Ratios to Consider

  • Andrew and Dave suggest other ratios like net debt to EBITDA and interest coverage ratio to complement the debt-to-equity analysis.

25:00 - 29:00: Question 3: Investing in Watsco

  • A listener question about investing in Watsco despite its recent price drop is discussed, with advice on evaluating whether it’s a short-term issue or a long-term problem.

29:00 - 32:10: Understanding Market Sentiment and Stock Prices

  • The hosts talk about how market sentiment can sometimes disconnect from a company's fundamentals, using Lululemon as an example.

32:10 - 36:00: Reanalyzing Your Portfolio

  • Andrew shares the importance of regularly reanalyzing stocks in your portfolio to ensure they still meet your investment criteria.

36:00 - 38:30: Separating Noise from Facts

  • Dave emphasizes the need to focus on a company’s actual performance rather than being swayed by market noise or social media chatter.

38:30 - 42:01: Conclusion

  • Final thoughts on the importance of having a flexible mindset in investing and avoiding biases. Dave and Andrew wrap up the episode with a reminder to invest with a margin of safety.

Today's show is sponsored by:

Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.

Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!

Sign up for a one-dollar-per-month trial period at shopify.com/beginners.

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

Start learning how to value companies here: DCF Demystified Link

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

500 episodios

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