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)
[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?
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:
Web at http://sprottmedia.com