Goldilocks and the Three Bulls
What actually makes up “Goldilocks” conditions for the stock market? CIO Chris Perras discusses three key indicators he looks at when forming his view of the market. Chris: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. Welcome to the April 12th edition of our weekly Stock Talk podcast: Keeping you connected…
Tom Petty: The Waiting is the Hardest Part
Recap and Outlook: The Waiting is the Hardest Part. Join Chris as he delves into what happened in Q1 2019 and looks ahead to Q2. Chris Perras: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. Welcome to the April 5th edition of our weekly Stock Talk Podcast: Keeping you connected to your…
Pay No Attention to the Man Behind the Curtain — at Your Own Risk!
On the 3/29/2019 edition of Stock Talk, Chris talks about the “Wizard of Oz,” Federal Reserve Chairman, Jerome Powell, and the recent Fed announcement that may have changed the course of the stock market for the rest of 2019. Chris Perras: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. Welcome to…
It’s Deja Vu all Over Again; and Behavioral Finance
What does Deja Vu have to do with investor behavior in the stock market? Join Chris Perras for the 3/22/2019 edition of Stock Talk as he discusses how patient investors may be able to take advantage of repeating phenomena in market cycles. Chris Perras: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial…
The Politics of Stocks, Part 5: The Federal Reserve
The final installment of our first five part series “The Politics of Stocks” In this episode, CIO Chris Perras discusses the Federal Reserve and how “The Fed” can exert a powerful effect on the stock market. Chris: This is Chris Perras, chief investment officer Oak Harvest Financial Group. Welcome to the March 15th edition for…
The Politics of Stocks, Part 4: Dividend Yield
Can political policy impact a company’s dividends? What impact can the tax code have? Join Chris Perras for the 03/08/2019 edition of Stock Talk as he discusses these and other questions on part 4 of “The Politics of Stocks”! Chris Perras: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. Welcome…
The Politics of Stocks, Part 3: Valuation, P/E, Marginal ROIC
On the third part of our five part series “The Politics of Stocks,” Chris digs into the details of stock returns. Join Chris and learn how valuation, the P/E ratio, and marginal ROIC drive equity returns — and what part politics can play. Chris: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial…
The Politics of Stocks, Part 2: Earnings Per Share
On the 2/22/2019 edition of Stock Talk, CIO Chris Perras takes a look at one of the key components of stock returns, earnings per share, and discusses the impact that politics can have on it. Chris Perras: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial Group. Welcome to the February 22nd…
The Politics of Stocks, Part 1: Introduction
Join Oak Harvest CIO Chris Perras as he begins Part One of a new series, “The Politics of Stocks.” Chris dives into the components of stock returns and the impacts of politics on markets here on the February 15th, 2019 edition of Oak Harvest’s Stock Talk: Keeping You Connected to Your Money! Chris Perras: This…
Emotional Investing 2.0: Be Quick, But Not in a Hurry
Chris: This is Chris Perras, Chief Investment Officer at Oak Harvest Financial Group, bringing you the February 8th edition of Keeping You Connected to Your Money. Each week, we try to recap the prior week’s events and share with you our views, and thoughts on what’s in store for the market ahead. This week, I…
