SVP Paul Nolte Interviewed By TD Ameritrade 11.23.21

TD Ameritrade interviews Paul Nolte, SVP & Sr. Portfolio Manager

Kingsview SVP Paul Nolte discusses how the U.S. Dollar has powered higher, and the possibility of seeing 95, 96ish, or even 100 on the Dollar Index in the next few weeks. He also talks about the idea that the markets are happy with the status quo of Fed Chair Powell and points out that gold (/GC) has been relatively rangebound in recent weeks.

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SVP Paul Nolte Interviewed By Reuters 10.20.21

Reuters interviews Paul Nolte, SVP & Sr. Portfolio Manager

Kingsview SVP Paul Nolte discusses a recent dip in the market and the all-time highs that followed.

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SVP Paul Nolte Interviewed By TD Ameritrade 9.23.21

TD Ameritrade interviews Paul Nolte, SVP & Sr. Portfolio Manager

Kingsview SVP Paul Nolte discusses the lastest FOMC announcement, how a moderation in the pace of asset purchases may be coming, and how the Fed is seeking maximum employment and inflation at a rate of 2% over time.

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8:30

SVP Paul Nolte Interviewed By Reuters 9.14.21

Reuters interviews Paul Nolte, SVP & Sr. Portfolio Manager

Kingsview SVP Paul Nolte discusses missed estimates in economic data points, and how that’s coincided with the rise in the Delta variant.

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SVP Paul Nolte Interviewed on WGN Radio 9.14.21

Kingsview SVP Paul Nolte discusses the inflation rate, this week’s declining market, and why investors are heading back to technology.

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CIO Scott Martin Interviewed on Fox Business News 8.13.21 – Making Money With Charles Payne

Program: Making Money with Charles Payne
Date: 8/13/2021
Station: Fox News Channel
Time: 2:00PM

CHARLES PAYNE: All right, so all week we’ve been talking about ways that you should own the future, part of the future, of course, includes how we’re lured off of our sofas and to certain industries where businesses are somewhat struggling. The answer, of course, is always going to be technology. I want you to check out, for instance, this Taco Bell define now they call it that because it defies the norms and it will define the future. It’s got a very small footprint, but technology actually allows it to serve more customers. It looks so cool. And imagine you go to a late Friday night after you had a few. Right. And then there’s this Nike store in Seoul, South Korea. This is amazing. They call it the Nike Ri’s. It’s designed to merge digital and physical for what they call a unique, immersive shopping experience. It’s all cool stuff. It also means really big money for investors if you know where to look. I want to bring, in King’s view, wealth management. Scott Martin has got a lot of this. Is that radio frequency ID stuff you see with those Amazon grocery stores and you go in, you put everything in a basket and you leave. Right. How can the audience get a piece of that action?

SCOTT MARTIN: Yeah, and it’s action that’s going to happen a lot going forward, Charles, just as kind of, I guess, the post pandemic retail environment emerges. And just as an aside, any any time you talk about Taco Bell or weave that into a stock story, you’ve got my attention. Love Taco Bell, hard core. That’s Yum Brands, by the way. Here’s RFID technology, though. RFID technology, though, that looks good to us. Charles is in Zebra Technology’s great, fundamentally strong company, has rallied a lot in the last several years, even pre pandemic, just because these guys are dominators in the space. So zbra is one that we actually like here to further take advantage of the trends going on.

PAYNE: I’m going to toot my own book for a moment, I have an entire chapter dedicated to Zebra in my book, Unstoppable Prosperity. Folks, you have to read how I discovered Zebra, how you can discover things every single day. Connect the dots and you can make a fortune. I digress. Let’s talk about these retailers and restaurants themselves, though, because I got to tell you, I think these retailers, a lot of them are going to survive. The stocks are already acting fantastic. A year ago, everyone hated Coles. I’ve seen upgrades on that. Everyone hated a lot of these other names. Or what are some of the names you like there, Scott?

MARTIN: Yeah, a lot of fun, a lot of ones that were it was like TJX, which is one that we own and we have owned that for a while. Charles, a couple other names, I guess I’m a little embarrassed to talk about because they’ve been awesome, but they were funny at the time. I mean, we could go back in the tapes, you know, when we were talking about this retail re-emergence. How about Darden Restaurants? How about Bloomin Onion? Yeah, Outback Steakhouse. And those guys like those are companies that have really done the following, Charles. They still have the room dining. They still have the traditional kind of dining experience, but they have totally shifted their business lines to the pickup in the carry out and so forth like that. They’ve got good food as well, like Taco Bell. I’m saying that kind of with a straight face here, but that’s food I like also, believe it or not. So those are areas, too, and restaurants that I still believe are set to emerge. And they’re ones, too, that you need to take advantage of when you see some pullbacks like we have in those stocks in the last couple of months.

PAYNE: All right, so we talked about the future, let’s talk about the past, this Sunday will be the golden anniversary of Nixon taking us off the gold standard. You’re a gold investor. You think it was a mistake? I mean I mean, obviously, I think it’s too late to ever go back. But if we could, would you.

MARTIN: No, I wouldn’t, and I think we’ve got to be grateful that we’re not. And yeah, you know, I’ve been called Goldmember on Twitter and on on Facebook and Instagram because we love gold, you know, like like Austin Powers used to say or the act used to say, Mike Myers would say, as he was gold member in the movie, because gold to us has value in the sense of Charles. When we invest our clients money, it’s not stock and it’s not fixed income. It has its own kind of correlation value amongst traditional asset classes that many investors hold. And therefore, that’s why I think gold going forward, it’s going to be a great addition to your portfolio.

PAYNE: I’m going to go back a little further and talk cool real quick. It’s up one hundred fourteen percent. I think it keeps going in part because of China. Is there a way for the audience to make money there?

MARTIN: Sort of you know, it’s funny with Coal, I don’t have the onions, let’s say, to jump into coal here, given the crazy move. I mean, you look at coal prices, like you mentioned the last few months, it’s wild. I actually believe kind of the forgotten peace to this whole energy scenario is a natural gas. Cheaper, easier to get. There’s more of it. So UNAGI is an ETF that tracks the futures price of natural gas. It’s trailed coal, its trail, this whole move. It’s the hated kind of partner, if you will, or the hated kind of alternative. And that’s when I look at as maybe playing catch up here.

PAYNE: Scott, you gave us a lot to chew on. Pun intended. Have a great weekend, my friend.

4:49

SVP Paul Nolte Interviewed By Reuters 7.7.21

Reuters interviews Paul Nolte, SVP & Sr. Portfolio Manager

Kingsview SVP Paul Nolte discusses recent bond market signals and what that might mean for technology.

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3:00

SVP Paul Nolte Interviewed By Reuters 6.8.21

Reuters interviews Paul Nolte, SVP & Sr. Portfolio Manager

Kingsview SVP Paul Nolte discusses the current “waiting game” and monetary policy.

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3:00

CIO Scott Martin Interviewed on Fox Business News 6.4.21

Kingsview CIO Scott Martin discusses data as it relates to inflation, trimming positions in certain sectors, and putting cash back to work in areas such as technology and utilities.

Program: Making Money with Charles Payne
Date: 6/4/2021
Station: Fox Business News
Time: 2:00PM

CHARLES PAYNE: I want to bring in now the money guys. Hey, David Dietze with us. Scott Martin’s with us. All right. Equity’s going much higher. Bond yields are plunging. The fear index is plunging. Scott, so how does this report change your way of thinking? Maybe your positioning with respect to your stock positions

SCOTT MARTIN: It doesn’t really change anything for us, Charles. We’ve actually been using some of the strength in some of the recent economic data to pare back just some of the winners, man, that we’ve talked a lot about on the show here, financials, energy and materials. And it’s not that we’re bailing on those positions, but just trimming them back, taking some profits off the table, because I think a lot of this data, as you talked about with Constance there, is starting to get baked in the cake as far as how summer is going to go. And therefore, I think the market’s going to likely be disappointed by better and better data as it relates to inflation as well.

CHARLES PAYNE: Today, energy and financials, those are two sectors that are down. Almost all the rest are up. Are you putting that money to work somewhere else?

MARTIN: No we’re keeping it in cash for now, Charles, and then looking to maybe put it back to work and some things that fall more over the course of the next several weeks, which my guess is going to be in the technology space, maybe utilities as well.

CHARLES PAYNE: Hey, guys, I want you to check out this headline, you at home as well, the Fed and inflation suggest the bubble is forming now. You know, a lot of people read that, right? They got out of the market when they said it. Except the problem is that was from October 2013 when they got out of the market. Well, subsequently, they missed one hundred thirty six percent move. He been a three hundred percent move on the Nasdaq. One hundred, David Dietze. What’s the moral of this story?

DAVID DIETZE: Well, market timing does not work. And before you are all inclined to take a big move with your money, think who are you going to be selling to? What are they thinking about? Go back to your goals. Historically, this market has outpaced cash and fixed income over the last hundred years. There’s always going to be some sectors that are overpriced, but conversely, there’s always going to be some sectors they’re underpriced. Back then, technology was very cheap. We were on the cusp of big tech revolution. Should never want to do one thing with all your money for every bad headline. There’s also a good headline.

PAYNE: Yeah, the moral of the story is ignoring the headlines. OK, we’re looking pretty good here, Scott. And know you’re sitting on some cash my man, what will it take for you to now look at growth? Which I believe is the new value.

MARTIN: Yeah, it could be, and it got to a level where there is some value in growth, Charles. I mean, we just are looking for pullbacks. We’re looking for entry points. We’ve had those in Zoom. We’ve had them in DocuSign, we’ve had them in Teladoc, Zwillo as well. So just looking for four points of interest or points of entry that are just basically oversold conditions. The other thing, too, I mentioned the cash earlier, Charles. You know, I love Gold man. We’ve been picking up gold on the lows in March and April of this spring. A lot of people called us crazy as Bitcoin and Ethereum are falling out of favor because of regulation and taxation. It looks like gold is back in favor and looking to be that alternative asset class that it’s always been.

PAYNE: Yeah, gold right around nineteen hundred and a strong stealth rally. David what are some of the things you’re doing? What are you focused on right now?

DIETZE: Well, so we love growth too but I would kind of turn it around. I don’t want to look at the labels on stocks. I want to look at the companies. They’re going to show the greatest earnings per share growth. And there I come back to the cyclicals and the value plays. The energy stocks are leading the brigade in terms of year over year growth. Financials are going to come up next. And that’s where the growth is, at least to the end of the year. The secular growers did a great job, but now they’re year over year comparisons aren’t going to look quite as good. of course, unfortunately, I do think we’re going to see higher interest rates. Who does, who benefits from that? Who is hurt? Well, certainly the value plays where there’s more earnings today. Greater dividends today are more resilient in that kind of situation versus growth. Companies have long, longer dated things. So I would stick with the value in financials. A slight overweight. They’re continuing.

PAYNE: All right, so you see this whole inflation thing still bubbling up at some point today, notwithstanding David Scott to the best. I appreciate you guys. Have a great weekend. We’ll talk soon.

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