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Travel Stocks: What Recession?

Left Brain Thinking

Release Date: 06/30/2023

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Left Brain Thinking

0:00 Intro 2:24 What Are Your Goals? 5:10 Hidden Costs of Rental Ownership 6:55 Pros of Real Estate Investing 8:00 Cons of Real Estate Investing Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors. Most important when answering this question is really understanding your goals: are you looking for cash flow? price appreciation? are you in it to own a business? Without answering this fundamental question, it's hard to develop an investment strategy that makes sense. In the latest Fundamentals of Investing...

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Left Brain Thinking

0:00 Intro 1:34 Market Recap 2:56 Topic 1: Earnings Review -- Things Have Been Changing 6:22 Topic 2: Practical Ways to Respond to the Market Correction We are smack dab in the middle of the earnings season. Results so far have been mixed and we've seen a few extreme negative reactions. What has us somewhat concerned is the state of the consumer. Having read earnings results from McDonalds (MCD), Etsy (ETSY), Tesla (TSLA), and specifically Starbucks (SBUX), there is evidence that the consumer is stretched. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian...

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0:00 Intro 1:15 Market Recap 3:01 Topic 1: Earnings Season -- The Antidote for the Macro Malaise? 8:52 Topic 2: A Tax-Efficient Income Strategy It's been some time since we've heard any substantial news about companies and their microeconomics. That's about to change, as we move into earnings season. Markets have struggled over the past few weeks, as investors look away from business fundamentals and fixate on macroeconomic factors like strife in Israel and Iran, along with interest rates that have been creeping up over the last couple months. In this week's Jarvis® Update, CEO Noland...

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Left Brain Thinking

0:00 Intro 2:19 Market Recap 4:25 Topic 1: Winners and Losers in 2024 8:31 Topic 2: Previewing the Rest of 2024 The first quarter of the year is now in the books and, boy, did it fly by! After a strong 2023, we have seen an excellent start to the year in markets, with both the S&P 500 and the NASDAQ Composite up double digits. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, review the past three markets. We cover the winners and losers, both and the sector/industry level, as well as the top 5 and bottom 5 performing stocks in the entire market....

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Left Brain Thinking

0:00 Intro 2:18 Market Recap 4:36 Topic 1: Bitcoin "Mooning" but It's Not the Only Growth Engine 7:19 Topic 2: Ways to Take Advantage of the Bull Market Bitcoin has been dominating the news in recent weeks and with good reason: it's been up more than 60% in the first few months of 2024. But we can't help but notice other trends that are driving huge returns in the conventional stock market -- Artificial Intelligence (AI), Cybersecurity, and Digital Transformation. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover three of the stocks that we follow...

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Left Brain Thinking

0:00 Intro 2:19 Market Recap 3:43 Topic 1: Giving the Bull Market Some Context 9:50 Topic 2: Action Steps for Investors in Early 2024 We continue to see evidence that the US stock market is in bull territory. This week we dive deeper into the data of 2024's first two months as we look to see what are the true drivers of the bull market thus far. At the same time, even though we are moving swiftly into March (and Spring soon, hopefully), there is still time for investors to take stock of their financial plan and to take some simple steps to improve their situations. In this week's Jarvis®...

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Left Brain Thinking

0:00 Intro 2:16 Market Recap 5:00 Personal Finance Corner: IRAs and Roth Conversions 6:16 Topic 1: NASDAQ 1990s -- A History Lesson 11:18 Topic 2: Earnings Season -- Trends Are Emerging Earnings season is coming to a close and a conclusion is emerging -- we are looking at the early stages of a bull market! In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress get out the neon spandex and fanny packs for a look down memory lane back to the 1990s. Specifically, we cover the bull run in the 90s that occurred in the NASDAQ where the index rose by more than 500%...

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Tips to Adjust Your Retirement Plan (and Earnings, Too) show art Tips to Adjust Your Retirement Plan (and Earnings, Too)

Left Brain Thinking

The beginning of the year is the best time to make adjustments to your financial plan. This week we wanted to cover some of the most simple, yet effective techniques that we often recommend to clients. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some key moves you can make with your retirement accounts at the beginning of the year. We also do a quick dive into the beginning of earnings season and Noland shares some of his conclusions after having read a number of the earnings calls coming from some of the world's biggest and most important...

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The Fed Finally Lets Up! Why We Are Optimistic for 2024 show art The Fed Finally Lets Up! Why We Are Optimistic for 2024

Left Brain Thinking

0:00 Intro  2:20 Market Recap 4:39 Topic 1: Putting the Macro Behind Us (For Good) 7:59 Topic 2: What Makes Us Optimistic for 2024 The investing year of 2023 has been a rollercoaster, but we look to be ending the year out on a positive note. Interest rates and inflation have dominated the conversation, but with Federal Reserve Chairman Jerome Powell's press conference this week, it seems evident that the Fed is done with interest rate increases for the current cycle. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss our improving view of the...

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Turnaround Candidates for 2024: Jarvis® Update December 1, 2023 show art Turnaround Candidates for 2024: Jarvis® Update December 1, 2023

Left Brain Thinking

Investor sentiment has been weak in the second half of 2023, but things have certainly changed for the better in November. Interest rates seem to have topped and we are moving toward the time for the traditional "Santa Claus rally". In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress take a look back on the last three years in the market, which have been challenging for both growth and income investors alike. With that said, difficult times seem to have set the stage for a potentially profitable time for investors in 2024 and beyond. In this week's second...

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More Episodes

We've been as out front as anyone stating our view that we are in the early days of a bull market.

This week we cover one of the biggest turnaround sectors of 2023 -- travel. Whether it be airlines, cruise lines, hotels, or anything tangentially related to travel, it seems to be working. Strength in a consumer sector like travel has us asking: "What Recession?"

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, name a couple of our favorite travel stocks. But before that, we step back for a more general topic -- why we select individual stocks rather than passively investing in index funds. We run through a few facts and figures about the 8th wonder of the world -- compounding.

If you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!

Topic 1: Why We Pick Individual Stocks
Topic 2: Travel Stocks -- What Recession?

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There you can sign up to receive our weekly emails and also schedule a free portfolio review with us. If you would like more information about our research service, head to https://leftbrainwm.com/report

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Get on Brian's calendar directly to discuss a plan for the new bull market at https://calendly.com/briandress

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities.

Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.

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