TD Ameritrade Network

Factors That Could Affect The Oil & Energy Market This Summer

2023-06-22T10:58:49-07:00

Factors That Could Affect The Oil & Energy Market This Summer Dryden Pence, Chief Investment Officer at Pence Capital, discusses energy trends to watch, the role of China for oil and liquid natural gas, and how energy has the best earnings yield of any sector in the index. (Source:  Ameritrade Network) 06/21/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level portfolio consultancy services to certain Unit Investment Trust (UIT) product sponsors, as well as, asset management model development offered through LPL Financial LLC’s (“LPL [...]

Factors That Could Affect The Oil & Energy Market This Summer2023-06-22T10:58:49-07:00

Industrial & Material Sectors On The Move: DE, VMC, LMT, RTX, LHX

2022-04-06T14:17:13-07:00

Industrial & Material Sectors On The Move: DE, VMC, LMT, RTX, LHX The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision. Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. All performance referenced is historical and is no guarantee of future results. All indices [...]

Industrial & Material Sectors On The Move: DE, VMC, LMT, RTX, LHX2022-04-06T14:17:13-07:00

Market Impacts Of Russian Invasion Of Ukraine

2022-03-01T12:41:24-08:00

Market Impacts Of Russian Invasion Of Ukraine The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision. Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. All performance referenced is historical and is no guarantee of future results. All indices referenced, if any, [...]

Market Impacts Of Russian Invasion Of Ukraine2022-03-01T12:41:24-08:00

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