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6 fundamentally strong beaten-up stocks with Steven Cress Oct 07, 2024

Show notes

Steven Cress talks volatile market environment and fundamentally-focused quant investing (0:45). VIX surge, sensitive markets, lower rates (5:00). Longest yield curve inversion in history (9:35). 6 fundamentally strong beaten-up stocks (19:00). This is an excerpt from a webinar published on September 27.
Episode transcripts
Show Notes:
6 Beaten Down Stocks Rated Buy
Quant Ratings & Factor Grades FAQ
Alpha Picks
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Biotech buying opportunities; AI pharma revolution with Bhavneesh Sharma Oct 06, 2024

Show notes

Kirk Spano and Bhavneesh Sharma talk biotech, pharma, the unpredictable FDA and why complete response letters are a good contrarian buying opportunity (2:10). Understanding investment potential and unmet medical needs (11:10). CRISPR technology, gene editing disappointment (17:00). How AI is revolutionizing drug discovery (30:20). Why Kirk likes Pfizer, Bristol-Myers and Bhavneesh likes Recursion Pharmaceuticals. (38:35).
Episode transcripts
Show Notes:
The Role Of AI In Pharmaceuticals
Kirk Spano's Margin of Safety Investing
Bhavneesh Sharma's Vasuda Healthcare Analytics
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Disruptions and delays usually bullish for shipping rates - J Mintzmyer Sep 30, 2024

Show notes

Shipping has faced significant disruptions this year, including a pending port strike, impacting supply chains and rates (1:00). J Mintzmyer on why we're in the midst of a multi-year bull cycle in some segments (6:55). Companies showing financial prudence by focusing on dividends and paying down debt rather than chasing the market (9:00). Biggest risk is global economy. Biggest risk to dry bulk market is China (11:40). J's 3 favorite tankers (15:35). AI, automation, and upgrading port infrastructure (18:25). Energy and dispelling environmental misnomers (24:30).
Episode transcripts
Show Notes:
Note Of Caution On Shipping
Red Sea Disruptions And 2 Key Shipping Segments
Star Bulk Carriers Interview
J Mintzmyer's 2 Favorite Tankers
International Seaways: Tanker Market Updates, Seasonal Upside Ahead
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Get your winners to pay for your losers with Chris DeMuth and Kirk Spano Sep 25, 2024

Show notes

Chris DeMuth Jr. talks value investing and why he looks for mispriced securities (1:10). Lessons from playing poker, M&A and the hyper aggressive FTC and DOJ (5:30). Undervalued opportunities (11:20). Fannie and Freddie - an election bet (29:45). This was originally published on September 6.
Episode transcripts
Show Notes:
Investing Lessons From The World Series Of Poker
Fannie And Freddie: My Favorite Trump Stocks
Is Enhabit Dead? Not Quite Yet
US Steel gains after arbitration panel rules in its favor in a dispute with union
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

'We're pretty cheap at the moment' - Cybin CEO Doug Drysdale Sep 19, 2024

Show notes

Cybin CEO Doug Drysdale talks to Jason Najum about transforming treatment of mental health disorders with psychedelics (0:45). CYB003, Phase 2 results for depression, moving into Phase 3 (3:00). How deuterated psilocin differentiates Cybin from competiton (10:00). IP and patents - critical to ROI (12:45). Esketamine and is JNJ's Spravato blazing a trail for psychedelics? (14:15) FDA challenges and Lykos lessons (21:20). Strong balance sheet will get it through Phase 3 data (25:50) Stock consolidation and attracting new buyers (30:35).
Episode transcripts
Show Notes:
Imran Khan On Psychedelics - More We Don't Know Than We Do
Psychedelic Stocks: Focus On Their Cash
FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged
De-Risking Psychedelics: Compass Pathways, Cybin And Atai
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Where energy and tech meet; oil & gas fundamentals with Jennifer Warren Sep 16, 2024

Show notes

Jennifer Warren discusses where energy and tech infrastructure meet right now and why she focuses on the fundamentals of oil and gas to get there (0:47). Differentiation in big tech (4:45). EV space growth and adoption slower than we think (17:40). Fundamentals of oil and gas, tightness and inelasticities (24:20). Energy, election season and macro factors (30:30). Players and stocks worth highlighting (34:30). See more about the charts mentioned here.
Episode transcripts
Show Notes:
Measuring Energy Demand For Big Tech And AI: Gigawatts, BCFs And GPUs
Uranium A Big Part Of Our Energy Future - Chris DeMuth Jr.
Palantir, BP ink pact for new AI capabilities
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Why Ahmed Abdelazim likes small + mid-cap stocks Sep 12, 2024

Show notes

Ahmed Abdelazim joins us to discuss why he focuses his analysis on small and mid-cap stocks and what metrics he uses (1:15). Heavy debt and why Peloton is a stock to avoid (4:05). Bullish on Confluent (7:00). Clover Health - a solid company with extremely good margins (10:30). When to sell a stock, when to buy more (15:25). Semiconductor space good for small and mid-cap stocks (16:20). Bullish on space sector and companies like AST SpaceMobile (18:20).
Episode transcripts
Show Notes:
Peloton: A Fragile Resurgence Built On Unsustainable Factors
Confluent: New Revenue Model & Flink Platform Are Game Changers For Growth
Clover Health: A Profitable Future Ahead Fueled By AI And Star Rating Success
Affirm: More Room To Grow In A Favorable BNPL Landscape
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Tanker markets and why International Seaways is almost as cheap as it's ever been Sep 11, 2024

Show notes

J Mintzmyer talks to International Seaways' CEO Lois Zabrocky and CFO Jeff Pribor about tanker market dynamics - what's driving things right now? (1:40) Will Red Sea disruptions have a big impact? (7:00) Libya, oil export disruptions and Russian sanctions (11:40). Risks and concerns about the tanker market (14:40). Positive orderbook, peaking global oil demand and large LR2 product orderbook (20:30). Fleet profile management, vessel renewals (25:00). Remarkable balance sheet improvement (29:20). Dividend payout policy strategizing, answering investors' frustrations (31:30). 30%+ discount - appetite for share repurchases? (37:45)
This is an excerpt from a recent Value Investor's Edge Live episode.
Episode transcripts
Show Notes:
J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
OPEC again cuts global oil demand growth forecast
J Mintzmyer's Note Of Caution On Shipping
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Prudently bearish with David Tice and Rob Isbitts Sep 06, 2024

Show notes

David Tice on starting his prudent bear fund and sticking to fund mandates (1:50). HDGE ETF - staying short all the time; doing well this year relative to inverse of the market (7:10). Short exposure, reliable hedging, bad companies starting to decline (11:20). Market bubble will lead to crash in 2024 or 2025 (14:50).
Read episode transcripts
Show Notes:
S&P 500 Sector Analysis: Start Thinking Differently
A Way To Use Nvidia's Stock Market Influence (And It Isn't 'Trading')
1987 Vs. 2024: 5 Ways To Separate Myth From Reality
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

High yield investing with Samuel Smith Aug 29, 2024

Show notes

High Yield Investor's Samuel Smith details his strategy behind high yield investing. (0:40) How do macro concerns affect higher yielding companies? (8:05) Gold, silver, miners and some worthy ETFs. (10:55) Energy Transfer showcases dividend strategy (19:20) It's been a good time to be in the REIT space - what investors should know. (27:30)
Read episode transcripts
Show Notes:
High Yield Landlord
Stocks Lagging The Ongoing Market Reversal
What I Wish I Knew Before Buying REITs
High-Yielding Fast-Growers I Am Buying Hand-Over-Fist
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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