Penn Wealth Publishing

2019.12.08 Penn Wealth Report Vol 7 Issue 05

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The Penn WealTh report Copyright 2019. All Rights Reserved. Wealth. SucceSS. happineSS. 08 Dec 2019 penn wealth Report volume 7 issue 05 3 08 10 06 Strategic Income Portfolio Dynamic Growth Strategy Global Leaders Club Intrepid Trading Platform New Frontier Fund e streaming wars are heating up and getting (a lot) costlier as services pay big for hit TV shows. After upgrade, Wynn Resorts may look tempting, but we have our reservations. Peloton shares are a bargain—at some price point. Federal judge throws out states' lawsuit against SALT deduc- tion changes. e WeWork story continues to unravel, and New York City is along for the ride. Ford, GM fall on earnings. Airbnb is hinting at a direct listing, which makes great sense to us. China's response to the NBA, South Park tweets belies their "good faith" rhetoric and portends what is to come. Washington State wants to stop Montana from exporting coal via its shores; is that legal? A few of our favorite quotes from past Penn...After Hours. 16 Weekly Business RepoRt 17 18 19 Persian Gulf Opportunities e Persian Gulf is surrounded by emerg- ing markets, frontier markets, and a dead market; unfortunately, the lattermost continues to cloud the outlook, but there is opportunity hiding in the desert. 12 Upgrades, Downgrades, & Trades A recent IPO with a long road to profitability receives a slew of analyst upgrades. Also, we made a number of buys and sells within the various Penn strategies this past month. 14 Bright Ideas Being Ignored An oil & gas midstream, a luxury hotel REIT, a hotel chain, and a big European home improvement store. Four ideas that are being missed—or ignored—by investors and the press. undeR the RadaR FRont MatteR investMent intelligence Editor's Desk e American economy is steadily rolling into 2020. Any doubts were allayed by the fantastic November jobs report. e Week in Charts A look at some of the charts which shaped the news this past week. 04 iShares Saudi Arabia ETF e Kingdom of Saudi Arabia is making a huge push to diversify its economy; this is a way to play that move. 06 08 05 13 the penn stRategies the tRading desk 20 22 24 26 28 tactical aWaReness Investment Profile: Enbridge, Inc A lower-risk business model and a fat div- idend yield are just two reasons we own this oil and gas midstream play in the Penn Strategic Income Portfolio. 10 Fundamental Analysis: the Critical Earnings per Share Factor Investors measure valuation in a number of different ways; this method is often over- looked, but it should be paramount.

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