6 episodes

The North Star InvestCast aims to guide investors on actionable insights in the securities markets.
Hosted by Eric Kuby, Chief Investment Officer of North Star Investment Management Corp.

The North Star InvestCast Brooke Kuby

    • Business
    • 5.0 • 4 Ratings

The North Star InvestCast aims to guide investors on actionable insights in the securities markets.
Hosted by Eric Kuby, Chief Investment Officer of North Star Investment Management Corp.

    Small Cap Bootcamp™ - Consumer Discretionary Sector

    Small Cap Bootcamp™ - Consumer Discretionary Sector

    Perception vs. Reality - Why Interest Rate Concerns Frequently Drive Unnecessary Rotations Among Equity Market Capitalization Categories
    There is a common misperception that small and micro-cap stocks are adversely affected by rising yields. Looking back at data over the last 30 years may prove otherwise. Once again small and micro-cap stock prices are trending higher and as such Eric Kuby (Chief Investment Officer) is joined by Brooke Kuby (Analyst) to discuss the micro and macro attributes of companies in this asset class and how they may fair during another period of rising yields.

    In the second half of the episode, Eric and Brooke tackle the second sector in the Small Cap Bootcamp™ series: the Consumer Discretionary sector. This group includes retailers and e-tailers, media and entertainment companies, and restaurants. Listeners will learn how this sector has performed over time compared to the broad Russell 2000 Index, what valuation metrics and methodologies are relevant to consumer-centric stocks, and how North Star tracks niche macroeconomic indicators -- such as Country Music Radio popularity -- to develop a deeper understanding of various end-markets.

    The next episode in the Small Cap Bootcamp™ will be evaluating the Industrials sector. Please submit your questions regarding any sector to info@nsinvest.com.

    • 16 min
    Decoding Cryptocurrency

    Decoding Cryptocurrency

    To keep up to date with North Star content, follow us on LinkedIn, like us on Facebook, or subscribe to our newsletter.

    For more information, please visit nsinvest.com or call 312-580-0900.

    Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. In general, the price of a fixed income security falls when interest rates rise. There is a risk that issuers and counter-parties will not make payments on securities and other investments held by the Fund, resulting in losses to the Fund. The Fund may invest in high yield securities, also known as "junk bonds." High yield securities provide greater income and opportunity for gain, but entail greater risk of loss of principal. Foreign common stocks and currency strategies will subject the Fund to currency trading risks that include market risk, credit risk and country risk. Municipal securities are subject to credit risk where a municipal security might not make interest and principal payments as they come due. The Advisor follows an investing style that favors value investments. At times when the value investing style is out of favor, the Fund may underperform other funds that use different investing styles. Investments in lesser-known, small and medium capitalization companies may be more vulnerable than larger, more established organizations. As with any investment, there are risks associated with REITs. Investments in lesser-known, small and medium-capitalization companies may be more vulnerable than larger, more established organizations. The Advisor does not attempt to keep the portfolio structure or fund performance consistent with any market index. Increased portfolio turnover may result in higher brokerage commissions, and other transaction costs may result in taxable capital gains. Investors cannot directly invest in an index; unmanaged index returns do not reflect any fees, expenses or sales charges.
    Investors should carefully consider the investment objectives, risks, charges and expenses of the North Star Funds. No-Load Mutual funds are sold without sales charge; however, they have ongoing expenses, such as management fees. This and other important information about each of the Funds are contained in the prospectus, which can be obtained at www.nsinvestfunds.com or by calling (855) 580-0900. The prospectus should be read carefully before investing. The North Star Funds are distributed by Northern Lights Distributors, LLC member FINRA/SIPC.

    • 26 min
    Small Cap Bootcamp™ - Financial Sector

    Small Cap Bootcamp™ - Financial Sector

    There is a common misperception that small and micro cap stocks are adversely affected by rising yields. Looking back at data over the last 30 years may prove otherwise. Once again small and micro cap stock prices are trending higher and as such Eric Kuby (Chief Investment Officer) is joined by Brooke Kuby (Analyst) to discuss the micro and macro attributes of companies in this asset class and how they may fair during another period of rising yields.

    The second half of the episode, Eric and Brooke tackle the first sector in the Small Cap Bootcamp™ series: the Financial sector. This group includes consumer lenders, mortgage finance businesses, and other financial services; however, banks make up a majority. Listeners will learn how these types of companies make money, which profit metrics are often underemphasized by traditional brokerage firm analysts, and what disruptions in the FinTech world may have in store for the rest of the category.

    The next episode in the Small Cap Bootcamp™ will be evaluating the Consumer Discretionary sector. Please submit your questions regarding any sector to info@nsinvest.com.

    • 20 min
    2020 Recap & 2021 Outlook

    2020 Recap & 2021 Outlook

    Eric Kuby, Chief Investment Officer of North Star Investment Management, reflects on the economic and market activities of 2020 as well as gives his best estimates for 2021.

    Topics discussed: Employment; the Housing Market; Consumer Confidence; Corporate Profits; Disposable Personal Income/Spending/Savings; 2020 Market Performance and 2021 Estimates; 2020 Sector Performance and 2021 Estimates; 10-Year Treasury Rate; the U.S. Dollar; a shift to Small Cap stocks; Valuation

    To keep up to date with North Star content, follow us on LinkedIn, like us on Facebook, or subscribe to our newsletter.

    For more information, please visit nsinvest.com or call 312-580-0900.

    Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. In general, the price of a fixed income security falls when interest rates rise. There is a risk that issuers and counterparties will not make payments on securities and other investments held by the Fund, resulting in losses to the Fund. The Fund may invest in high yield securities, also known as "junk bonds." High yield securities provide greater income and opportunity for gain, but entail greater risk of loss of principal. Foreign common stocks and currency strategies will subject the Fund to currency trading risks that include market risk, credit risk and country risk. Municipal securities are subject to credit risk where a municipal security might not make interest and principal payments as they come due. The Advisor follows an investing style that favors value investments. At times when the value investing style is out of favor, the Fund may underperform other funds that use different investing styles. Investments in lesser-known, small and medium capitalization companies may be more vulnerable than larger, more established organizations. As with any investment, there are risks associated with REITs. Investments in lesser-known, small and medium-capitalization companies may be more vulnerable than larger, more established organizations. The Advisor does not attempt to keep the portfolio structure or fund performance consistent with any market index. Increased portfolio turnover may result in higher brokerage commissions, and other transaction costs may result in taxable capital gains. Investors cannot directly invest in an index; unmanaged index returns do not reflect any fees, expenses or sales charges.
    Investors should carefully consider the investment objectives, risks, charges and expenses of the North Star Funds. No-Load Mutual funds are sold without sales charge; however, they have ongoing expenses, such as management fees. This and other important information about each of the Funds are contained in the prospectus, which can be obtained at www.nsinvestfunds.com or by calling (855) 580-0900. The prospectus should be read carefully before investing. The North Star Funds are distributed by Northern Lights Distributors, LLC member FINRA/SIPC.

    • 13 min
    How to Get Your Children Interested in Investing

    How to Get Your Children Interested in Investing

    Eric Kuby, Chief Investment Officer of North Star Investment Management, is joined by Brooke Kuby, Research Analyst, to discuss tactics of how to get your children interested in the stock market.

    Eric has had 37 years of experience in the stock market after starting out at Drexel Burnham Lambert after Business School. Brooke, a recent graduate of the University of Southern California, pursued a career in investment management after growing up with both parents in the industry as her mother was working for Lehman Brothers when she was born.

    Topics discussed: portfolio balance, market risk, safe money, the return of investment vs the return on investment, financial literacy.
    To keep up to date with North Star content, follow us on LinkedIn, like us on Facebook, or subscribe to our newsletter.

    For more information, please visit nsinvest.com or call 312-580-0900.

    Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. In general, the price of a fixed income security falls when interest rates rise. There is a risk that issuers and counterparties will not make payments on securities and other investments held by the Fund, resulting in losses to the Fund. The Fund may invest in high yield securities, also known as "junk bonds." High yield securities provide greater income and opportunity for gain, but entail greater risk of loss of principal. Foreign common stocks and currency strategies will subject the Fund to currency trading risks that include market risk, credit risk and country risk. Municipal securities are subject to credit risk where a municipal security might not make interest and principal payments as they come due. The Advisor follows an investing style that favors value investments. At times when the value investing style is out of favor, the Fund may underperform other funds that use different investing styles. Investments in lesser-known, small and medium capitalization companies may be more vulnerable than larger, more established organizations. As with any investment, there are risks associated with REITs. Investments in lesser-known, small and medium-capitalization companies may be more vulnerable than larger, more established organizations. The Advisor does not attempt to keep the portfolio structure or fund performance consistent with any market index. Increased portfolio turnover may result in higher brokerage commissions, and other transaction costs may result in taxable capital gains. Investors cannot directly invest in an index; unmanaged index returns do not reflect any fees, expenses or sales charges.
    Investors should carefully consider the investment objectives, risks, charges and expenses of the North Star Funds. No-Load Mutual funds are sold without sales charge; however, they have ongoing expenses, such as management fees. This and other important information about each of the Funds are contained in the prospectus, which can be obtained at www.nsinvestfunds.com or by calling (855) 580-0900. The prospectus should be read carefully before investing. The North Star Funds are distributed by Northern Lights Distributors, LLC member FINRA/SIPC.

    • 18 min
    Podcast Preview: The 2020 Election and Its Implications

    Podcast Preview: The 2020 Election and Its Implications

    Welcome to the North Star InvestCast! This election episode is a preview for our upcoming season. Please subscribe for future content from the North Star team.

    Eric Kuby, Chief Investment Officer of North Star Investment Management, is joined by Brad Cohen, Chief Equity Strategist and Senior Portfolio Manager, to discuss the potential economic and market effects of the upcoming election.

    Moderated by Anna Lurie.

    Topics discussed: market movement, domestic and foreign tax policy, mega-cap regulation, and stimulus.

    For more information, please visit nsinvest.com or call 312-580-0900.

    Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. In general, the price of a fixed income security falls when interest rates rise. There is a risk that issuers and counterparties will not make payments on securities and other investments held by the Fund, resulting in losses to the Fund. The Fund may invest in high yield securities, also known as "junk bonds." High yield securities provide greater income and opportunity for gain, but entail greater risk of loss of principal. Foreign common stocks and currency strategies will subject the Fund to currency trading risks that include market risk, credit risk and country risk. Municipal securities are subject to credit risk where a municipal security might not make interest and principal payments as they come due. The Advisor follows an investing style that favors value investments. At times when the value investing style is out of favor, the Fund may underperform other funds that use different investing styles. Investments in lesser-known, small and medium capitalization companies may be more vulnerable than larger, more established organizations. As with any investment, there are risks associated with REITs. Investments in lesser-known, small and medium capitalization companies may be more vulnerable than larger, more established organizations. The Advisor does not attempt to keep the portfolio structure or fund performance consistent with any market index. Increased portfolio turnover may result in higher brokerage commissions, and other transaction costs may result in taxable capital gains. Investors cannot directly invest in an index; unmanaged index returns do not reflect any fees, expenses or sales charges.
    Investors should carefully consider the investment objectives, risks, charges and expenses of the North Star Funds. No-Load Mutual funds are sold without sales charge; however, they have ongoing expenses, such as management fees. This and other important information about each of the Funds are contained in the prospectus, which can be obtained at www.nsinvestfunds.com or by calling (855) 580-0900. The prospectus should be read carefully before investing. The North Star Funds are distributed by Northern Lights Distributors, LLC member FINRA/SIPC.

    • 12 min

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