Consumer Price Index Takeaways

2021-10-27T15:28:42-07:00

Consumer Price Index Takeaways What should investors take away from the CPI report, and what is the latest on inflation data? Dryden Pence says that 3rd quarter earnings are going to be positive. The panel then weighs in on the sectors that are performing well and not so well in the current market conditions. Nicole Petallides 1: (00:00) Greg McBride is with us, Senior Vice President and Chief Financial Analyst at Bankrate.com, and Dryden Pence, Chief Investment Officer at Pence Capital Management. Thank you both for being with us. Greg, I'll start with you. As you [...]

Consumer Price Index Takeaways2021-10-27T15:28:42-07:00

Opportunities In FAANG Stocks: Why Netflix (NFLX) Is The Riskiest FAANG Stock

2021-08-23T10:44:49-07:00

Opportunities In FAANG Stocks: Why Netflix (NFLX) Is The Riskiest FAANG Stock Is this a good time to buy the dip on Amazon (AMZN)? Dryden Pence, Chief Investment Officer at Pence Capital Management, and Doug Astrop, Managing Partner at Exponential Investment Partners, discuss this, as well as opportunities in FAANG stocks. They also talk about regulatory risks for FAANG stocks and why Netflix (NFLX) is the riskiest FAANG stock. Tune in to find out more. August 20, 2021 The opinions expressed are for general information purposes only and are not intended to [...]

Opportunities In FAANG Stocks: Why Netflix (NFLX) Is The Riskiest FAANG Stock2021-08-23T10:44:49-07:00

Underlying Equity Fundamentals & Overblown Inflation Fears

2021-06-02T12:27:30-07:00

Underlying Equity Fundamentals & Overblown Inflation Fears "Companies are buying back stocks in 2021 at a record pace as underlying fundamentals for equities are rather strong," says Laila Pence. On inflation, she believes that it is experienced by everyday consumers. "Average inflation" leads us to think that the zero interest rate policy will be here for some time. May 24, 2021 Host: (00:00) Don't fight the Fed. I understand it, and I think it's been accurate, but tell me, why now? Laila Pence: (00:10) Well, the Fed looks at the price consumption expenditures. They look at [...]

Underlying Equity Fundamentals & Overblown Inflation Fears2021-06-02T12:27:30-07:00

Dryden Pence On How Biden’s Infrastructure Proposal Will Affect The Market

2021-04-22T14:42:23-07:00

Dryden Pence On How Biden's Infrastructure Proposal Will Affect The Market Dryden Pence says Congress is in a position to continue to push another infrastructure spending bill which is very much needed. According to Dryden, 45,000 bridges in the US are considered structurally deficient, and on a per capita basis, failing to rebuild infrastructure cost every American family about $3,300 per year in lost jobs, spending, and productivity. He says two sides of the political aisle has recognized this is absolutely essential and we have to spend the money. Dryden highlights several companies in the construction, [...]

Dryden Pence On How Biden’s Infrastructure Proposal Will Affect The Market2021-04-22T14:42:23-07:00

Laila Pence Talks Key Takeaways From Recent Market Highs

2021-04-13T07:07:03-07:00

Laila Pence on TDA Network (04/08/2021) Laila Pence Talks Key Takeaways From Recent Market Highs Laila Pence says that the S&P 500 stands 82% above its March 23, 2020 low as the CBO expects the U.S. economy to be at pre-pandemic levels by middle of 2021. Also, she believes that the inflation debate is, at present, a little early. April 8, 2021 Host: (00:00) Welcome back to the show. Laila, I appreciate you being here. Stocks continue to make all-time highs, the S&P is at record levels...you know, if you look at what's gone on the [...]

Laila Pence Talks Key Takeaways From Recent Market Highs2021-04-13T07:07:03-07:00

Dryden Pence’s Outlook For Defense Sector

2021-03-05T12:11:19-08:00

Dryden Pence's Outlook For Defense Sector Dryden Pence, Chief Investment Officer of Pence Capital Management, looks to the defense sector and says it has reasonable valuations and dividend yields. He says that defense spending as a share of GDP is near historical lows and the U.S. defense budget is 21% higher that 4 years ago.  March 3, 2021 Dryden Pence, Chief Investment Officer at Pence Capital Management, is here to join us to explain why you may want to consider the defense sector as an opportunity within your portfolio. Is this for everybody? What are you [...]

Dryden Pence’s Outlook For Defense Sector2021-03-05T12:11:19-08:00

Laila Pence Examines Consumer Savings In 2020

2021-02-25T10:49:52-08:00

Laila Pence on TDA Network (02/19/2021) Laila Pence Examines Consumer Savings In 2020 Laila Pence weighs in on interest rates, treasury yields, liquidity, and sectors to watch in 2021. February 19, 2021 Do you think that there is going to be a detriment to equities moving forward? Or do you just think this momentum we see in equities won't stop just because of higher interest rates? I don't think it's going to stop because of higher interest rates. I believe they are still relatively low; they're starting at such low levels, and they go up a [...]

Laila Pence Examines Consumer Savings In 20202021-02-25T10:49:52-08:00

Dryden Pence on TDA Network (02/11/2021)

2021-02-22T16:38:15-08:00

Dryden Pence on TDA Network (02/11/2021) Dryden Pence And Brett Sifling's Expectations For Walt Disney (DIS) Earnings Dryden Pence and Brett Sifling say that with Disney's Investor Day presentation, it became a growth company that is now expected to have a larger base of subscribers than Netflix in just 5 years. February 11, 2021 What can we expect for subscriber growth at Disney? We are actually very pleased with how Disney seems to be coming out of this; we have positive expectations. The big thing? They're years ahead on streaming. They're about four years ahead on [...]

Dryden Pence on TDA Network (02/11/2021)2021-02-22T16:38:15-08:00

Dryden Pence Talks Online Holiday Sales Growth in 2020 (01/11/2021)

2021-01-25T08:53:33-08:00

Dryden Pence Talks Online Holiday Sales Growth in 2020 What's your outlook for 2021? I think it's a constructive one. There will be some volatility early in the year, but as we get to the point where everyone has either had COVID or has obtained a vaccine, we're confident the economy will continue to grow. Most expectations have a GDP growth rate north of 3%. So, I think that's positive towards the economy and the markets in general. I'll emphasize, though, during the first part of the year, we're going to be volatile. COVID is roaring [...]

Dryden Pence Talks Online Holiday Sales Growth in 2020 (01/11/2021)2021-01-25T08:53:33-08:00

Headwinds Facing The Economy Post-Election

2021-01-23T20:18:57-08:00

Dryden Pence On Headwinds Facing The Economy Post-Election November 9, 2020 - Dryden Pence On Headwinds Facing The Economy Post-Election The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No [...]

Headwinds Facing The Economy Post-Election2021-01-23T20:18:57-08:00