Investing With IBD Ep. 304 The 12 Metrics You Need To Find Long-Term Market Opportunities
Jan 22, 2025
Nancy Tengler, CEO & CIO of Laffer Tengler Investments, shares her journey from aspiring fighter pilot to a leading investment strategist. She reveals the nine quantitative and three qualitative metrics she utilizes for long-term investments. Delve into her insights on evaluating earnings, using Walmart as a case study, and the significance of dividend yields. Nancy also discusses the importance of sales metrics, portfolio construction, and her investment strategy shifts, like moving from Adobe to Spotify, highlighting growth potential and adaptive management.
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Earnings Focus
- Focus on earnings for long-term investments, as they signal potential.
- Look for stable earnings growth that excites investors.
Relative Dividend Yield
- Wall Street's earnings estimates are unreliable, often overly conservative.
- Use relative dividend yield to gauge management's confidence in future earnings.
Walmart's Dividend Hike
- Walmart significantly increased its dividend, signaling management's confidence.
- This increase predicted an acceleration in earnings growth, which indeed happened.