Whitney George | Absolute Value

By albert lu / January 09, 2018 / www.youtube.com / Article Link


Whitney George, chairman of Sprott U.S. Holdings, shares his method of identify the best value stocks.Read Whitney's interview in Value Investor Insights (below)http://www.sprott.com/media/1688/valu...Interview Highlights[1:22] Thoughts on 2017-- double digit returns-- capitalism working again[3:45] Will active management return to favor in 2018?[6:38] What does the value investor do during long upward trends?[7:55] How will higher interest rates affect the value investor?[10:20] Do interest rates change your time horizon?[11:07] Tax cuts are generally good.[12:35] Should companies be re-investing or returning capital in 2018?[13:52] How does a weak US dollar impact your portfolio?[14:58] What do companies like Apple, Exxon-Mobil, and Microsoft have in common with the smaller companies in your portfolio?[18:55] Why do you like Cirrus Logic?Tweet @albertklu About the guestW. Whitney George has been the portfolio manager of the Sprott Focus Trust since 2003. Prior to joining Sprott, he was a Managing Director and Portfolio Manager of Royce and held positions with Dominick & Dominick, Inc., WR Lazard & Laidlaw, Inc., Laidlaw, Adams & Peck, and Oppenheimer & Co. Inc. He holds a bachelor's degree from Trinity College.About the hostAlbert Lu (@AlbertKLu) is the President & CEO of Sprott US Media and an Investment Adviser Representative with Sprott Asset Management USA in Carlsbad, California.Contact him via:Twitter @AlbertKLuWeb at http://sprottmedia.comLinkshttp://sprottconference.com

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