Jan 9, 2018
Whitney George, chairman of Sprott U.S. Holdings, shares his method of identify the best value stocks.
Read Whitney's interview in Value Investor Insights (below)
http://www.sprott.com/media/1688/value-investor-insights-whitney-george-12-30-17-reprint.pdf
Interview Highlights
[1:22] Thoughts on 2017-- double digit returns-- capitalism working
again
[3:45] Will active management return to favor in 2018?
[6:38] What does the value investor do during long upward
trends?
[7:55] How will higher interest rates affect the value
investor?
[10:20] Do interest rates change your time horizon?
[11:07] Tax cuts are generally good.
[12:35] Should companies be re-investing or returning capital in
2018?
[13:52] How does a weak US dollar impact your portfolio?
[14:58] What do companies like Apple, Exxon-Mobil, and Microsoft
have in common with the smaller companies in your portfolio?
[18:55] Why do you like Cirrus Logic?
Tweet @albertklu
About the guest
W. Whitney George has been the portfolio manager of the Sprott
Focus Trust since 2003. Prior to joining Sprott, he was a Managing
Director and Portfolio Manager of Royce and held positions with
Dominick & Dominick, Inc., WR Lazard & Laidlaw, Inc., Laidlaw,
Adams & Peck, and Oppenheimer & Co. Inc. He holds a bachelor's
degree from Trinity College.
About the host
Albert Lu (@AlbertKLu) is the President & CEO of Sprott US Media
and an Investment Adviser Representative with Sprott Asset
Management USA in Carlsbad, California.
Contact him via:
Twitter @AlbertKLu
Web at http://sprottmedia.com
Links
http://sprottconference.com