The Real Estate Espresso Podcast
Business:Investing
On today’s show we are talking about market fundamentals. Our listeners are real estate investors. But that means they’re investors first. The investor mindset is based on fundamentals.
When we assign value to a corporation, that translates into a share price if that stock is publicly traded. All other things being equal, the stock will trade at a multiple of net earnings.
The conventional wisdom is that in times of economic boom, net earnings tend to swell and the share price of the company will increase to reflect the higher earnings of the company.
In times of recession, revenues fall, and earnings usually take an even bigger hit. The share price of those publicly traded companies get punished accordingly.
So we have a strange situation going on in Japan at the moment. The economy is clearly in recession, and has been for some time.
We have a Japanese stock market index that is up by 30% over the past six months during a time when the economy is limping along.
There’s nothing like a good old Wall Street style share buyback to wallpaper over weak corporate earnings.
----------
Host: Victor Menasce
email: podcast@victorjm.com
Past Performance Is NOT an Indicator of Past Performance
AMA - Standby Letter of Credit
A Project Moves Into The "Win" Column
Securities Laws Are Changing with Mauricio Rauld
BOM - Day Trading Attention by Gary Vaynerchuck
AMA - How To Conduct Proper Due Diligence?
The Lender Sounds So Enticing
Getting Rid of Bureaucracy
AMA - Co-Investing with Friends
Behind The Scenes in Oil and Gas
George Ross on Macro Versus Micro
Changes To The US Tax Code with Tax Lawyer Brian Boyd
A Tale of Two Investments
New Insurance Report From Fannie Mae
Developing Waterfront Property
Why Is The Market So Inefficient?
Top 3 Risk Items On A New Property
Hard Money Lending with Chris Eymann
Filling Vacant Space with Adam Goldman
How Can Your Phone Help Your Due Diligence?
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast