Hoya Capital's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30). Learn more about Hoya Capital Income Builder Show Notes: State Of REIT Nation: Waiting At The Bottom REITs said to have reported a surge in capital raising activities in May Con...
Jun 26, 2024•23 min
J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here . J Mintzmyer's Value Investor's Edge Show Notes: J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments May's CPI cools more than expected, with core CPI rising 3.4% Y/Y J Mintzmyer's ...
Jun 24, 2024•31 min
Mott Capital Management's Michael Kramer shares why he's still nervous about the 2nd half of the year and why the big question comes down to what Nvidia will do (0:26). Fed rate cuts and the repricing of risk (2:20). What this means for bonds (3:30). Navigating volatility with cash and large moat, high-quality names (4:50). Reading The Markets by Mott Capital Show Notes: Fed's Barkin: Inflation moving in right direction; shelter and services 'not quite there' There Will Be Great Opportunities To...
Jun 24, 2024•8 min
Live from Seeking Alpha's 1st ever Investing Summit, Joe Albano and Logan Kane discuss AI software tiers and behavioral finance (0:25). Nvidia in the near-term (2:05). Is the market frothy and will the Fed cut rates? (3:00) Subscribe to Joe Albano's Tech Cache Show Notes: Switzerland Cuts Rates Again As Fed Holds Steady AI Tiers And Taking Profits In Tech Bank of Canada cuts rates for the first time in four years Episode transcripts For full access to analyst ratings, stock quant scores as well ...
Jun 23, 2024•7 min
Head of Quant Strategies at Seeking Alpha, Steven Cress , explains quantitative dividend strategy (0:45). Identifying top 10 high-yield dividend stocks (15:00). #1 Quant REIT NewLake Capital (17:40). Prudential Financial and another REIT (19:00). FirstEnergy and Conagra Brands (23:45). Coca-Cola, the king of dividend aristocrats (27:10). This is an excerpt from a recent webinar . Show Notes: How Our Dividend Safety Grades Work University of Kentucky Study Finds Seeking Alpha Quant Ratings Beat T...
Jun 13, 2024•36 min
David Alton Clark, The Winter Warrior Investor , on capturing alpha with diversified dividend and growth stocks (0:40). Why he's bullish on T. Rowe Price and Duke Energy (4:50). Market cycles and buying at the point of maximum pessimism (9:30). Interest rates, Fed cuts and liking growth stocks like Dell (15:50). Updates on Exxon Mobil; thoughts on oil and energy (25:20). Show Notes: T. Rowe Price: A Dividend Aristocrat With 25% Upside Potential Duke Energy reaches clean energy supply deals with ...
Jun 10, 2024•40 min
Crypto Waves ' Ryan Wilday talks sole concern about bitcoin's raging bull market (0:40). Ether underperforming bitcoin (2:20). Playing the meme coin craze (3:30). 'Corrupt' Coinbase litigation (5:40). BlackRock overtakes Grayscale; thoughts on Bitcoin ETFs (9:20). Technical take on Ethereum ETFs (32:30) Show Notes: Ethereum Can't Seem To Catch Bitcoin Were The Bitcoin Spot ETFs A Big Flop? Spot ether ETFs receive initial clearance – so what? BlackRock’s IBIT topples GBTC as the world’s largest B...
Jun 04, 2024•36 min
Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs (0:20). Valuations are up; yields are down - should that be telling investors something? (3:00) Redeployment risk in IIPR and other REITs (5:50). This is an excerpt from a recent episode of The Cannabis Investing Podcast. Show Notes: My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In Growth Innovative Industrial Properties: 7.2% Dividend With Visible Near-Term Catalyst Bengal...
May 30, 2024•9 min
Steven Cress shares what goes into quantitative investment analysis (0:40) Why Google looks good despite a poor valuation grade (15:00) Why Giga Cloud is a top consumer discretionary stock (19:00). Consumer staples pick is Sprouts Farmers (20:50) Energy and financial sector picks (21:50) Top healthcare and industrial picks (25:55). Material and real estate sector top picks (29:55). Top tech stock (32:55). Utilities pick is NRG (36:55). This is an excerpt from a recent webinar . Show Notes: Unive...
May 29, 2024•38 min
Asif Suria talks focusing more on risk than reward with event-driven strategies (0:55). Market liquidity, commodity prices and portfolio ideas (5:40). Scaling back on tech; pre-mergers and rumored situations (10:55). Tracking SPACs on long and short side (14:00). Pfizer's acquisition disconnect (20:05) Why bonds are really interesting right now (29:10). Show Notes: Capri Holdings earnings Fed Trader Talks TLT, Nvidia Bullishness, Tesla Bearishness And Bitcoin Neutrality Inside Arbitrage investin...
May 28, 2024•38 min
Analyst Alex Carchidi discusses positive news coming out of psychedelic space (1:00). Recent earnings show companies moving closer to commercialization (3:35). Cybin and Atai developments; clinical studies and regulatory relief (5:25). Why now is the time to get into the space; ranking Compass and MindMed above the rest (8:00). Proper metrics and diversified pipelines (10:20). Show Notes: Psychedelic therapy: FDA panel to review first ever MDMA-assisted PTSD treatment De-Risking Psychedelics: Co...
May 23, 2024•14 min
Victor Dergunov on rolling corrections through recent earnings and his favorite AI-related stocks (0:35). How to ride through the volatility (6:40). The Tesla dynamic and how to pick winners in the market (11:20). EV space, badly beaten down lithium miners (18:30). Gold miners the way to play gold (25:40). Subscribe to Victor's investing group, The Financial Prophet Show Notes: The S&P 500: Is The Pullback Over? Tesla: Don't Panic And Consider Buying The Dip Palantir's Cheap, Bitcoin, Altcoi...
May 22, 2024•32 min
Shipping expert J Mintzmyer talks geopolitical volatility and shipping disruptions (1:00). Most affected trade by far is container ships (2:40). ZIM, Danaos, and Global Ship Lease (5:10). Tankers' great year; still long Tsakos (6:40). How to think about an average shipping portfolio (10:00). Biggest things impacting volatility are inflation, what Fed's going to do and China (15:50). Valuation metrics to (not) use for shipping stocks (23:55). Show Notes: J Mintzmyer On Red Sea Disruptions And 2 K...
May 21, 2024•31 min
Fed Trader Chaim Siegel talks market building blocks to keep investors sane (1:00). Inflation, TLT , bond yields and treasury market (11:00). How recent earnings figure into macro picture (15:05). Nvidia upside and AI hype (17:40). Tesla bearishness; negative sentiment (27:05). Thoughts on geopolitics, oil and the energy sector (35:20). Gold and bitcoin (38:55). Show Notes: Tesla: Company Risk If They Don't Slow Factory Growth CPI Stopped On The Screws How Investors Should Think About AI, Micron...
May 20, 2024•55 min
Michael Kramer, who runs Mott Capital Management , discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) Japan and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40). Show Notes: S&P 500 Earnings Season Suggest A Dire 2024 Forecast Stagflation D...
May 15, 2024•36 min
David Daglio shares why value investing has everything to do with looking for capital imbalances (2:00). Go short to get long bonds , miners and how investors should protect their portfolios (5:40). Gold vs gold miners (9:25). Why Jerome Powell has the most impossible job (13:00). Thoughts on the 10-year yield (19:40). AI, copper, nat gas and a huge capital spending experiment (21:10). US vs the rest of the world (28:20). Show Notes: T-Bills, gold and macro volatility Copper retakes $10K/ton as ...
May 10, 2024•37 min
Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Micro Computer and Zscaler concerns; Micron setup (4:15). This is an abridged conversation from a recent episode . Subscribe to Joe's Tech Cache Show Notes: AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns Nvidia earnings grades and estimates Episode transcripts For full access to analyst ratings, stock quant scores as well as div...
May 02, 2024•12 min
Rob Isbitts joins analysts Amrita Roy , Uttam Dey , Emma Johnston, aka The Country Investor , and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single country ETF versatility (15:10). Playing defense within tech (20:25). Dissecting 2 Bitcoin ETFs (26:35). Focusing on ignored stocks (29:15). Show Notes: EWW: No Wall Of Worry Here, Mexico ETF Still Looking Up S...
Apr 26, 2024•43 min
Julian Lin goes in-depth on his top conviction idea, Reddit (0:30). IPO quiet period recently ended, analysts' uneven coverage (4:15). Meta and Reddit - a valid comparison? (6:25). How to measure Reddit within the broader tech picture (10:30). Upcoming earnings (13:50). Sam Altman as major shareholder; curious insider IPO non-selling (16:25). Reddit very close to generating profitability (23:00). Recent large cap tech earnings (27:10). Julian's Best of Breed Growth Stocks Show Notes: Reddit Stoc...
Apr 25, 2024•32 min
Rob Isbitts runs Sungarden Investment Publishing and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy behind it (6:05). Using options as a retail investor (24:20). Show Notes: Dow: Where Long-Term And Short-Term Investing Collide 60/40 Investing: A Forward-Looking Analysis 3M: Perfect Example Of Why Stock Ratings Are Overrated Portfolio Construction, Options And Covered Call ETF Vulnerabil...
Apr 22, 2024•34 min
Seeking Alpha's Head of Quantitative Strategies, Steven Cress , walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent decline (18:50). Meta looks to be much stronger story (27:55). Microsoft not as attractive; strong buy on Google with some concerns (33:05). Amazon, Apple and Nvidia (36:40). This is an excerpt from a recent webinar: Quant Research - Earnings Preview Of The Mag 7 (full video with slides) . Show Note...
Apr 21, 2024•44 min
Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks , buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10). Subscribe to Don's Gold & Silver Mining Ideas Show Notes: Jaguar Mining: An Undervalued Mid-Tier Gold Producer GDX Vs. GDXJ: Which One Is Better? Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFs Gold, Silver And Why All Mining Stocks Are...
Apr 18, 2024•38 min
Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet (30:15). Subscribe to Tech Cache Show Notes: AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns Nvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries AMD And Nvidia: Engagements Vs. Inv...
Apr 15, 2024•42 min
Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abridged conversation from a recent Investing Experts episode . Subscribe to Courage & Conviction Investing's Second Wind Capital Show Notes: Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case) Encore Wire: Raising My Price Target To $300, As The Shorts Are Trapped 'Stay Hungry, St...
Apr 04, 2024•19 min
CashFlow Hunter on 3M's challenges and healthcare spin-off (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin miner Iris Energy - management has done a horrendous job (32:30). Another interesting pair trade (35:50). Subscribe to CashFlow Hunter's Catalyst Hedge Investing Show Notes: 3M's Spin-Out Of Solventum - My Thoughts On The Newco And The Oldco New York Community Bancorp: Follow The Smart (And Connected) Money How To Short Stocks; Bitcoin Miners, Energy Pi...
Mar 28, 2024•45 min
Amrita Roy, The Pragmatic Optimist , joins Rob Isbitts to discuss why she's neutral on S&P 500 right now (2:25). Short-term interest rates have peaked, long-term rates should normalize; bullish on TLT (6:15). Macro investing, equity selection: Zscaler, GitLab, and Pinterest (17:40). Show Notes: GitLab Presents A Great Buying Opportunity Post Earnings Sell-Off (Rating Upgrade) Pinterest: A Great Dip-Buying Opportunity Amidst Strong Fundamentals Zscaler: Stronger Margins And Wider Enterprise A...
Mar 27, 2024•37 min
Jared Dillian shares why he focuses on market sentiment (2:30). Private equity's systemic risk (5:30). The Fed wants to cut interest rates and add liquidity before the US election, but the market's not cooperating. No clear signal on bonds (7:35). Why investors should avoid leveraged ETFs (11:00). How to think about the market's 2nd half of 2024 (14:55). Episode transcripts with comments For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha...
Mar 20, 2024•28 min
Jon Wolfenbarger talks to investors about looking at the bigger investing picture , including economic indicators and technical analysis (3:20). 4 steps to making profits in bull and bear markets (6:00). Stock market valuation very concerning (19:00). Easiest way for most investors to profit is to buy inverse ETFs (39:25). Stocks that make sense in this environment (45:30). Episode transcripts with comments Show Notes: Is It 1929 Deja Vu All Over Again? The Fed Is Talking About Rate Cuts Because...
Mar 13, 2024•51 min
Sanjeev Sharma discusses his S&P 500 yearly predictions (1:00). 2024 prediciton of 6,000 depends a lot on interest rates (3:00) Bonds, treasuries and safe bets (9:50). Why he's so excited about the homebuilders ETF (14:20). Show Notes: S&P 500 Prediction For 2024: 6,000 By Year End S&P 500 Will Be Around 4250 By The End Of 2023 Per Sharma Disposable Income Formula Cutting interest rates too soon could reverse progress on inflation: Powell to Congress S&P Homebuilders ETF Episode ...
Mar 08, 2024•17 min
Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management vs stock picking (11:30). His top small cap picks and updates on his favorites (15:30). Show Notes: Farmer Bros, Red Robin And Yield10 Bioscience Advanced Emissions Solutions: EPA's Significant PFAS Policy Proposal Is A Massive Catalyst Why Root's Management Doesn't Want To Sell For $19.34 Carvana Co.: Cracking The Code (Part 2 - The Contrarian B...
Mar 04, 2024•50 min
