GEO Investing

The sales, earnings and thus share prices of cyclical stocks (cyclicals) tend to fluctuate with the overall economy and are associated with industries that are heavily affected by the economic cycle and consumer demand. (Example: stocks in the automotive, airline, hospitality, housing, building material and retail industries).

Cyclicals do well when the economy is strong and consumer demand is high, and conversely, can suffer when the economy is weak and consumer demand is low. This makes them an attractive investment class for those who are skilled at identifying economic trends or when it becomes fairly obvious that an economy is peaking or bottoming.

This month, we are changing things up a little to highlight some useful video clips and discussions that will give you a glimpse into the personalities that have paved the way for many investors in how they approach different strategies to find the best stocks in the market.

This month we wanted to highlight a particular theme that is relevant in today’s market environment –  dealing with volatility and our belief that traditional value investing strategies are about to stage an epic comeback.

Maj has a quick discussion with $CCEL CEO David Portnoy about current events going on at the company. CCEL provides private and public cord blood banking solutions for stem cell treatments. Specifically, David addressed questions on Revenue trends, Birth rate cause and effect on the company, Pricing environment, Expenditures and run rates, The company’s clinic plans, The shift in revenue expectations, FDA approval goals, Therapy pipeline