Dan Ferris, editor of Stansberry Research’s monthly “Extreme Value” newsletter joins “The Big Trade Series” for part one of a two-part discussion. Dan starts off by introducing his “World Dominator” stocks that have income streams that never decline. After that, the two discuss Dan’s stock picking criteria and how it can be applied to the technology industry and specific stocks including Apple, IBM, Microsoft, and Intel. They mention interest rate hikes and how such a hike might affect IBM’s income and Microsoft’s capital allocation strategy. The conversation shifts into many aspects on free cash flow analysis, and a discussion on M&A strategies of the big players in the technology industry wraps up part one of the episode.
Extreme Value ft. Dan Ferris