Investing Experts

Latest Episodes:

Don't rely on past performance Feb 26, 2024

Show notes

Rob Isbitts talks portfolio strategies, why he combines offense and defense and why he's not a fan of the 60-40 approach (1:10). International markets and ETFs (13:47). Too much focus on stock picks and past performance (19:40).
Show Notes:
My Top 3 YARP Stocks Right Now (Yield At A Reasonable Price)
Embracing The Mania And Yield At A Reasonable Price
IZRL: Long-Term Comeback Candidate, Strong Buy
Seeking Alpha's Quant Performance
The Key To Investing Success Is Being Wrong A Lot
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

If you can predict cash flow you can predict stock price - Austin Hankwitz Feb 22, 2024

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Letting winners run - Steven Cress on Alpha Picks' outperformance Feb 16, 2024

Show notes

Seeking Alpha's quant guru Steven Cress talks about why Alpha Picks is up 100% and lets winners run (1:00), how to trade a huge winner like Super Micro (11:05) and how an alpha portfolio can bring income as well (16:00).
Show Notes:
Quant Rating Spies More Top Stocks As Market Breadth Widens With Steven Cress
Dividend Picks For Growth And Safety With Steven Cress
Alpha Picks
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

Should we trust economic data? With Danielle DiMartino Booth Feb 14, 2024

Show notes

Danielle DiMartino Booth on why Fed Chairman Jay Powell wants to keep rates high (1:15). Should we trust the CPI and other economic data coming out? (3:30) Stubbornness of the yield curve inversion (14:20) Real earnings running negative more important than headline retail sales. (17:15)
Show Notes:
Wall Street Breakfast: Trust The Data
January CPI Comes In Hot
US2Y and US10Y jump to 2024 highs after stronger CPI print
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
Danielle DiMartino Booth on Twitter
QI Research

Super Bowl streaming, Disney deep dive and why numbers don't lie Feb 13, 2024

Show notes

Dan Rayburn talks overall positive Super Bowl streaming numbers (1:00). Contextualizing Paramount's bad press (3:15). Disney's recent earnings, ESPN and sports joint venture (10:45). Integration between betting and streaming sports. (45:20).
Show Notes:
Exciting Time For Streaming Sports, But Broadcast + Pay TV Aren't Dead Paramount gains as Super Bowl audience surges to 126.6M viewers
The Walt Disney Company Q1 2024 Earnings Call Transcript
Disney/Fox/Warner sports streamer shakes up market, though big questions remain
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

J Mintzmyer on Red Sea disruptions and 2 key shipping segments Feb 06, 2024

Show notes

J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment opportunities in tankers and containerships (14:20). Why ZIM is such a volatile stock (24:55) and why J doesn't love the shipping ETF BOAT (26:15). This is an abridged conversation from Seeking Alpha's recent video webinar.
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Show Notes:
J Mintzmyer's 2 Favorite Tankers
J Mintzmyer Unpacks Cyclical And Fickle Shipping Sector
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

5 cannabis stocks and how retail investors should navigate the industry Jan 31, 2024

Show notes

Nick Gastevich, aka CannaVestments, helps retail investors navigate the cannabis industry; companies that protect shareholders (0:55). 5 stocks: Green Thumb, Trulieve, Curaleaf, Glass House and Jushi - what's working, what's not (5:00). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast.
Show Notes:
Senate Democrats urge DEA to end marijuana restrictions completely
Cannabis stocks rally as support builds for DEA rescheduling
HHS document shows recommendation to reschedule marijuana
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

Embracing the mania and yield at a reasonable price Jan 29, 2024

Show notes

Rob Isbitts on the state of the ETF business (2:00) IBIT and recent spot Bitcoin ETF launch (6:15). Why Rob's looking at the dividend space right now (13:50) Pros and cons of owning dividend ETFs (24:45).
Show Notes:
XLI: Great Set Of Blue Chip Stocks, Sending Mixed Messages
JD Henning Cautious About 2024, An Unusual Year For Market Considerations
2024: The Year Of Living Dangerously
My Top 3 YARP Stocks Right Now (Yield At A Reasonable Price)
Seeking Alpha's Quant Performance
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

Biotech and pharma diversification pays off Jan 25, 2024

Show notes

Alex Carchidi dissects the biotech sector - mostly highly risky, borderline investments. Diversification pays off (3:40). Funding is hard to come by and performance has not been great but ebb will give way to flow (6:00). Biotech and pharma; gene editing, gene therapy competitive story (7:45). Buy the rumor, sell the news is cliched but true for these stocks (17:00). Getting realistic about high price of drugs (20:05).
Show Notes:
CRISPR/Vertex gene editing therapy approved in U.S. for beta-thalassemia
First RSV shots, groundbreaking gene therapy among 2024 drugs to watch
Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.
Lilly, Novo Nordisk diabetes drugs see price raises - report
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

JD Henning cautious about 2024, an unusual year for market considerations Jan 17, 2024

Show notes

JD Henning talks value, momentum, and combining fundamental with technical analysis (1:40). Investing vs trading portfolios (3:45). Cautious going into 2024; an unusual year for market considerations (7:50) If money flows are going out, it's a good time to concentrate on more positive sectors (13:15).
Episode transcripts
Show Notes:
Webinar Replay: JD Henning's Momentum Breakout Models For 2024
MDA Breakouts In Best Year Ever: New Picks For Week 1 - 2024
Tracking Flows Of Smart Money With JD Henning
Subscribe to JD's Value & Momentum Breakouts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions