Industry expert Brad Thomas dives deep into real estate and the individual investor (1:00). Sound fundamentals and why it's time to own REITs (3:50). Cost of capital, interest rates and keen earnings focus; Brad's favorite picks (6:00). This is an excerpt from our recent webinar, Brad Thomas' REIT Playbook For 2024 (chock-full of informative charts) Show Notes: Attention REIT Shoppers: A Blue Light Special In The Cell Tower Sector All Roads Lead To Prologis: Why We Love This Industrial Juggernau...
Oct 31, 2023•17 min
Energy expert Jennifer Warren on why U.S. oil and gas looks like a safe bet (1:30) recent industry M&A, sensible consolidation and correcting false narratives (12:40). This is an excerpt from U.S. Oil And Gas Echoes Macro And Geopolitical Environment (Video) . Episode transcripts Show Notes From FAANG To FANG?: Economic Clarity Sought (Video) Market Celebrates Artificial Intelligence (Video) Reset And Regenerate: Themes After The Fed Conference (Video) Energy, Tech And AI: Use Cases And Mark...
Oct 26, 2023•21 min
Courage & Conviction Investing details how you know you're in a small cap stock for the right reasons using Farmer Brothers (NASDAQ: FARM ) as an example (0:45). Why he likes Red Robin Gourmet Burgers and binary bet, Yield10 Bioscience (6:30). This is an abridged version of our recent conversation 'Stay Hungry, Stay Foolish' Small Cap Strategies '. Show Notes: Red Robin: Another Beat And A Raise Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction ...
Oct 24, 2023•16 min
Ian Bezek explains why he favors high moat companies (2:00), why alcohol stocks are interesting (5:20) Mexico's long-term story (6:40) Argentina always a trade, never an investment (12:10). Subscribe to Ian's Inside Corner Show Notes: Grupo Aeroportuario del Pacífico: It's Time To Buy This Dip Grupo Aeroportuario Del Sureste: New Tulum Airport Isn't A Major Competitive Threat Mexican Stocks Hit 8-Year Highs, I Remain Bullish McCormick Q1 Results: Slump Is Over, Shares Are A Strong Buy Episode tr...
Oct 19, 2023•18 min
Jesse Redmond on why it makes sense to be cautiously optimistic about the cannabis industry (0:55), investors' risk appetites, timeframes and political catalysts (2:40). Will will see M&A in the space? (7:40) Unpacking cannabis ETFs (14:25). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast. Episode transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscri...
Oct 16, 2023•19 min
CashFlow Hunter discusses regional banks' potentially problematic earnings and whether the Fed will be lowering interest rates aggressively next year. This is an abridged version of our recent conversation, Why CashFlow Hunter Remains Short 3M And Long Iris Energy . Subscribe to Catalyst Hedge Investing Episode transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions...
Oct 09, 2023•7 min
Steven Cress , head of Quantitative Strategy at Seeking Alpha discusses his latest screen of the best dividend stocks for when the markets are sliding. We talk about why it's important to focus on dividend growth and safety (4:00), why dividend stocks are still attractive when money market yields are so high (7:55) and hone in on four stock picks (10:40). Show Notes Dive Into Dividends: 14 Must-Have Stocks When Markets Dip Episode transcripts For full access to analyst ratings, stock quant score...
Oct 05, 2023•20 min
Don Durrett joins the show to discuss his approach to investing in gold, silver and mining stocks (1:45), why the macro picture supports gold (8:30) when owning ETFs make sense (12:35) what keeps him concerned about the sector (15:25) and why investors should be stacking silver (25:10). Subscribe to Don's Gold & Silver Mining Ideas (Free 14 day trial!) Transcripts on Seeking Alpha Show Notes: My Top 50 Optionality Plays For Gold And Silver Miners Avino Silver & Gold Mines: A Highly Under...
Oct 03, 2023•40 min
Shipping expert J Mintzmyer catches us up on the cyclical and fickle sector (1:00), why he likes tankers, specifically Scorpio ( STNG ) and Tsakos ( TNP ) (17:30), and how macro concerns are weighing on stocks (25:35). Subscribe to J's Value Investor's Edge Transcripts on Seeking Alpha Show Notes: Why I Am Very Bullish On Selective Tanker Stocks Top Picks For Today's Product Tanker Market Webinar Replay: Supply Chain And Shipping Stocks For 2023 Free Webinar Video And Final Free Trial In 2023 To...
Oct 02, 2023•43 min
Chris DeMuth Jr talks energy and why it's his biggest sector exposure (1:20), his thoughts on uranium's huge dry spells (15:20) and why he's bullish on SHF Holdings (22:45). Subscribe to Chris' Sifting The World Episode transcripts on Seeking Alpha Show Notes: Why Chris DeMuth Jr. Likes Activision, Oil & Gas + Innovate Opportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr. Top Rated ETFs Sifting The World Day One Chris DeMuth Talks Cannabis, SAFE Banking + SHF Holdings For...
Sep 28, 2023•37 min
Courage & Conviction Investing shares why small cap investors should stay hungry and foolish (2:50), why he's never been longer on Advanced Emissions Solutions (13:50) and strategies around Red Robin, Farmer Brothers, Daktronics and Yield10 Bioscience (33:35). Subscribe to Courage & Conviction Investing's Second Wind Capital Transcripts on Seeking Alpha Show Notes: Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction Investing Advanced Emission...
Sep 27, 2023•46 min
Stocks are a 1-dimensional investment world, mutual funds and closed-end funds are 2-dimensional, and ETFs are 3-dimensional, says Rob Isbitts (4:50) who explains how to use option-infused, covered call ETFs (11:25). Transcripts on Seeking Alpha Show Notes: Portfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew Tuttle SPY, QQQ, ARKK, Oil Conspire To Point To A High Return-High Risk Market (Technical Analysis) XYLD: The S&P 500 Is Begging You To Consider Cover...
Sep 21, 2023•26 min
Alan Brochstein and Julian Lin talk cannabis investing timelines and federal legalization headlines (1:40), preferring REITs and Canadian LPs to US operators (6:30), properly valuing stocks and debt concerns (12:00). This is an abridged version of our recent conversation, Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs . Subscribe to 420 Investor Subscribe to Cannabis Growth Investor Transcripts on Seeking Alpha Show Notes: Beaten-Up Hydrofarm Stock Is...
Sep 13, 2023•22 min
CashFlow Hunter returns to discuss 3M, its settlements and why he's short the stock (1:15) and why he's so positive about Iris Energy (27:10). Subscribe to CashFlow Hunter's Catalyst Hedge Investing Transcripts on Seeking Alpha Show Notes: How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow Hunter 3M Bull/Bear Thesis With CashFlow Hunter And Brett Ashcroft Green 3M: Potential Ear Plug Settlement At Low End Of Estimates Does Little To Address ...
Sep 12, 2023•44 min
Rob Isbitts and Matthew Tuttle talk market crosswinds (0:30), whether it matters if September's historically bad (9:35) and Nasdaq versus the rest of the market (19:25). Transcripts on Seeking Alpha Show Notes: Chart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much? SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It Seems XHB: Sell Rating Issued, As Homebuilding Risks Rise QQQ And QQQM: Best And Worst Of The Magnificent 7 (Technical Analysis) Jerome Powell's...
Sep 11, 2023•23 min
The key to investing success is being wrong a lot, says Rob Isbitts and Matthew Tuttle (0:35). Dead money and lost opportunity costs (2:20), S&P 500 + NASDAQ risk, looking at gold miners (6:00) and real life examples of portfolio allocation (12:15). Show Notes: S&P 500 Could End Full-Year 2023 In The Red: How To Capitalize (Technical Analysis) Jerome Powell's Speech At Jackson Hole Just Made PSQ A Strong Buy Chart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much...
Sep 06, 2023•20 min
Alan Brochstein and Julian Lin join us to discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45). Subscribe to Julian's Cannabis Growth Investor Subscribe to Alan's 420 Investor Show Notes: Innovative Industrial: Top Cannabis Pick With 9% Dividend Yield MasterClass In Cannabis Investing Redux Top Cannabis P...
Aug 28, 2023•46 min
Steven Cress , head of Quantitative Strategy at Seeking Alpha joins us to discuss sudden opportunities in the AI space given the recent pullback. We discuss Nvidia’s (NVDA) one good value metric (3:25), the top 3 buy-the-dip opportunities (5:28) and how Quant Ratings spied Foot Locker’s (FL) problems (13:05). Show Notes Top 3 AI Stocks: Buy The Dip Top 10 Stocks For H2 2023 Five metrics for AI trendspotting Episode transcripts For full access to analyst ratings, stock quant scores as well as div...
Aug 23, 2023•18 min
Matthew Tuttle on reading and reacting to the markets and why he's not currently holding any positions overnight (0:50). Rob Isbitts encourages investors to pay attention to the rhyme of market history (3:20). 3 single inverse ETFs for profit and protection (11:00). Intraday and longer-term chart watching (15:00). Show Notes: Selling Time? Oil, Inflation, Debt Concerns And A T-Bill Portfolio Navigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob Isbi...
Aug 22, 2023•19 min
Chris DeMuth Jr . returns to talk the state of the markets (2:20) M&A, deal financing and arbitrage. (5:50) Activision, Microsoft, the FTC and why Chris sees the deal closing (15:40) Opportunity today is in energy, especially oil and gas (24:30) Update on Innovate, a long-term hold (33:45). Episode transcripts Chris' investing group, Sifting the World Show Notes: A New Trade Alert With Chris DeMuth Jr. (Sifting The World) FTC Vs. Microsoft: FTC Wins Microsoft, Activision, And El Diablo Activ...
Aug 22, 2023•41 min
Rob Isbitts and Matthew Tuttle discuss China's disappointing economic data (3:50), and a key level in long-term resistance on 10 year U.S. Treasury yield (8:20). Market timing (24:30) trading updates, portfolio offense and defense (30:00). Episode transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5) Show Notes: Busting Today's Market Myth...
Aug 21, 2023•35 min
Ryan Wilday runs Crypto Waves and today he discusses how he invests and trades in crypto markets. (2:00) Chart set-ups, Elliott Wave perspectives (8:15). Using AI and algos in trading, (11:00) Bitcoin miners are either going to get religion or not (14:00). Coinbase positives and negatives (21:45) Market structure necessary for understanding crypto markets (34:00) Bitcoin ETFs and Ryan's long-term target (37:00). Subscribe to Crypto Waves Show Notes: Cryptocurrencies And Elliott Wave Analysis Wit...
Aug 17, 2023•50 min
Steven Cress , head of Quantitative Strategy at Seeking Alpha joins us to discuss the current stock market landscape and how it’s shifted from the first-half surge. We talk about Quant Ratings' top picks for the second half of 2023 (7:00), uncertainties in H2 that could lead to buying opportunities (13:10), a resurgent Energy sector (15:30) and screening with Quant Ratings to unearth names (19:18). Show Notes: Top 10 Stocks For 2023 With Head Of Quant Steven Cress Top 10 Stocks For H2 2023 AI Di...
Aug 17, 2023•25 min
Austin Hankwitz talks about his $2 million dividend growth portfolio (5:40), the most crowded trade of the year (11:25). Microsoft, Google and Amazon's recent earnings (18:30), SPYI - Austin's top dividend paying ETF (34:35) and his top dividend paying stock, Broadcom (38:00). Subscribe to Austin's Cash Flow Freaks investing group Show Notes: SPYI: Outperforming Both JEPI And XYLD In 2023 SPYI: Superior To JEPI In Every Single Way Not All Growth Stocks Are Dead With Austin Hankwitz (Cash Flow Fr...
Aug 16, 2023•48 min
Matthew Tuttle and Rob Isbitts discuss watching the charts and whether it's time to sell (1:25). Oil and why inflation may be rekindled (6:50). Concerns about upcoming debt issues (8:20) and why Matthew's portfolio is entirely in T-bills right now (15:20). Show Notes: S&P 500: Buy Summer, Sell Autumn Scenario Favors IVV, XYLG S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep The Magnificent Seven Or The Mediocre Seven? Navigating The Bond Market: Yield Curve...
Aug 15, 2023•22 min
Victor Dergunov , The Financial Prophet, on Disney's recent earnings. DIS showed constructive revenue per user but needs a return to compelling content. This is an excerpt from Wall Street Breakfast's recent episode Wall Street Lunch: A 'Goldilocks' July CPI And Disney Streaming With Victor Dergunov . Subscribe to The Financial Prophet Transcripts on Seeking Alpha Show Notes: Finally, Disney Is Dirt Cheap Walt Disney rises as Wall Street sees Q3 results, guidance as 'turning point' The Walt Disn...
Aug 13, 2023•5 min
Alex King runs Cestrian Capital Research and Growth Investor Pro . He joins us to discuss why timeframes are key to proper portfolio allocation (1:10) combining Elliott Wave analysis, Fibonacci levels and the Wyckoff cycle (3:00). Semiconductor fabrication and Intel's battle for global supremacy (8:00) 2 pronged approach to ETF investing (14:35). This is an abridged version of our recent conversation, Tech Volatility Is A Feature Not A Bug - Alex King (Growth Investor Pro) . Subscribe to Alex Ki...
Aug 10, 2023•19 min
Rob Isbitts and Matthew Tuttle return. Fitch downgrading U.S. debt - is it a big deal? (1:50) Corporate bonds, credit card interest rates, the Fed and why we're not getting a soft landing (15:10) yield curve and its inversion (22:30) put options investment strategies (26:00). Episode transcripts on Seeking Alpha Show Notes: Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts United States Loses Top Rating At Fitch United States loses top rating at Fitch; long-term IDR cut to AA+ S&a...
Aug 08, 2023•37 min
Avi Gilburt runs The Market Pinball Wizard and is an expert in technical and Elliott Wave analysis. Today he discusses the metal market's 3rd wave setup and possible melt-up (1:00), potential for a multi-year rally in oil (6:25) and the bond market's surprising length of consolidation, with a rally still expected (7:50). This is an abridged version of our recent conversation, Avi Gilburt Warns Of Potential Banking Crisis; Charts Indicate Major Disruptions . Subscribe to The Market Pinball Wizard...
Aug 03, 2023•11 min
Advanced Emissions Solutions (NASDAQ: ADES) is Courage & Conviction Investing's top stock idea - he explains why he's tripling down on it. This is an abridged version of our recent conversation, Small Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction Investing. Subscribe to Courage & Conviction Investing's Second Wind Capital Transcripts on Seeking Alpha ADES Advanced Emissions Solutions, Inc. Advanced Emissions Solutions, Inc.: Why I've Tripled D...
Aug 02, 2023•8 min
