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Stock pickers, know when you're going to sell Nov 07, 2024

Show notes

Gary Vaughan from Daily Stock Picks on developing an investing strategy using fundamentals and technical trading (1:00). Tech earnings, why Apple's his largest holding. When valuations don't matter (15:20). Quant rankings, SharkNinja and the most favored metrics (22:50). A few exciting stocks (29:30). Recorded on October 31.
Show Notes:
If You Can Predict Cash Flow You Can Predict Stock Price
Quant Ratings & Factor Grades
Alpha Picks
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From growth to value: building a portfolio with Brett Ashcroft Green Nov 06, 2024

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Why Brett Ashcroft Green is looking at Japanese stocks and ETFs offering growth and income (1:25). Dividend metrics and investing in 3 major tech stocks (12:50). 3M update - short, long, or hold? (21:00). Avoiding bonds of any type; highlighting waste management stocks (27:00).
Show Notes:
Itochu: Warren Buffett's Top-Performing Japanese Stock With Untapped Value
3M Bull/Bear Thesis With CashFlow Hunter And Brett Ashcroft Green
Google Stock: A Strong Buy For Long-Term Cloud Growth At A Reasonable Price
Don't Be Broke In Your 70s, The Simple Path To Wealth With SCHD
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This is about business cycles, not who's going to be president Nov 04, 2024

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The macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian, Michael Gayed and Chaim Siegel (1:00). Sector opportunities and historical behavior during Democratic and Republican administrations (9:30). How investors should be thinking about geopolitical angles (15:30). Cumulative inflation vs the inflation rate (21:10). If Trump wins and puts in extensive tariffs, which companies could be hurt the most? (25:30) Watch the video here.
Show Notes:
These 3 Indicators Predict Every Recession
FTSL: In Case The Fed Keeps Rates Here
Fed Way Leaning The Wrong Way
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Bitcoin vs. gold: what investors should know Nov 03, 2024

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Gold is definitely driven by geopolitics says Florian Grummes, as well as de-dollarization (1:10). Ryan Wilday on Bitcoin's price action (3:25). Silver hasn't shown up to the party (5:45). Why gold bars (11:50)? Ideal ways to get into crypto and precious metals (16:35). Bitcoin ETFs like (BITO) (20:30). Crypto and precious metals - don't overestimate the importance of US elections (24:05). Watch the full interview here.
Show Notes:
Gold: The Rally Is Likely To Continue
Keep Calm And Buy Bitcoin
Ethereum Can't Seem To Catch Bitcoin
Were The Bitcoin Spot ETFs A Big Flop?
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Energy additions, not transitions and navigating a Trump or Harris Win Nov 02, 2024

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Diving deep into the energy sector with Laura Starks; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue (11:00)? Nuclear as the future: energy addition, not transition (14:20). Utilities vs independent power producers (22:45). XLE and whether ETFs belong in your energy portfolio (28:40). Watch the video here.
Show Notes:
Coterra Energy's Careful Growth
Why APA Corporation Stock Is A Bargain Now
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Tech stocks: staying ahead of the curve Oct 31, 2024

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What happens when growth numbers for tech names start coming down? (1:50) Tech Cache's Joe Albano and The Financial Prophet, Victor Dergunov, dissect recent news and this week's earnings (6:50). What happens to the tech sector if Trump wins? Harris? (17:50). Top tier tech stocks (21:40). How will the Presidential election affect semiconductors? (28:30). This is from our recent live event.
Show Notes:
AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache
Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
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AI, data centers and energy demand Oct 30, 2024

Show notes

Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and SMH, the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00).
Show Notes:
Generative AI's Chartreuse Adoption Moment
Energy, AI, And Digital Infrastructure: Crowded Trade Or Something Else?
U.S. And Global Energy Drivers And Opportunities
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Will war trigger a bear market and spike in oil? Oct 21, 2024

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James Kostohryz breaks down his top-down approach as a macro-oriented investor (1:30). Israel, Iran and oil price spikes (13:15). Why are markets underpricing this risk (30:00)? FOMO and how investors should be thinking about their asset allocations (45:15). Potential for war; bond yields and prices (49:35).
Show Notes:
Successful Portfolio Strategy
US Inflation Scenarios: War-Induced Oil-Price Shocks
U.S. tightens oil sanctions on Iran as Biden seeks to discourage Israel from strike
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Banks, thrifts and takeover candidates Oct 17, 2024

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Chris DeMuth Jr. and Kirk Spano talk small banks, thrifts and interesting takeover opportunities. This is an excerpt from a recent conversation.
Find out more about Sifting the World
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REITs: very bond-like Oct 15, 2024

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Most investors look at REITs for yield, as bond-like, says Alex Pettee, who discusses the nuances and axioms of investing in the public and private side of real estate investment trusts with Brad Thomas and David Auerbach (1:50). Rates up, REITs down; ignore day-to-day movements (3:30). REIT valuations, property sectors and rate sensitivities (11:30). Common vs. preferred shares (14:20). Bullish housing case intact? (16:00) Hurricane effects on real estate (21:00). 3 REITs worth looking at (24:10). This was originally published as a webinar on October 10.
Show Notes:
3 Small Cap REITs That Are Hard To Beat
REITs Are A Deep Value Opportunity
iREIT + HOYA
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