Stay ConnectedA weekly rundown on stock market news and investing advice featuring Todd Campbell of Limelight Alpha and E.B. Capital Markets.
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Copyright: © Limelight Alpha
Editing genes to fix genetic mutations could revolutionize how we treat disease, but gene editing research is only in early stages, and plenty still needs to learned before we know it's safe for widespread use.
In this episode of Limelight Alpha's Talking Stocks, 7Investing Lead Advisor, Maxx Chatsko, joins Todd Campbell to explains the pros and cons of gene editing. The duo discuss:
You can learn more about 7Investing here: https://7investing.com/subscribe/?referred_by_id=747
You can learn more about Limelight Alpha here: https://seekingalpha.com/author/limelight-alpha-management-partners/research
Follow Limelight Alpha on Twitter: @AlphaLimelight
Follow Maxx Chatsko on Twitter: @7MaxxChatsko
The latest episode of Limelight Alpha’s Talking Stocks is packed with insight.
-What’s causing Pinterest’s shares to crash?
-Is Amazon in trouble?
-A 5G stock you can buy now
-Is Robinhood a buy?
-Is it safe to invest in China stocks?
-A slate of new stocks worth watching, and
-Todd’s latest stock buys.
A free trial to our stock idea research: https://seekingalpha.com/author/limelight-alpha-management-partners/research
If you enjoy our content, please subscribe on YouTube: https://www.youtube.com/c/TalkingStocksbyLimelightAlpha
Follow us on Twitter: https://twitter.com/AlphaLimelight
We're off this week, but we didn't want to leave you high and dry without any show at all! Enjoy a clip from our 2/10 episode (https://anchor.fm/limelight-alpha/episodes/Talking-Stocks---Bitcoin--Weed-Stocks--and-Buying-Strategy-eq7kfj) where Joe talks about his hesitancy (not anymore!) to buy stocks at all-time highs, and the valuable lesson he learned from buying cannabis ETF MJ near its peak. Our scoring model tends to reward stocks that are trading well above their moving averages - often at 52-week or all-time highs. This short is packed with tons of great buying and holding advice from Todd throughout. Enjoy!
Subscribe to our YouTube channel! https://www.youtube.com/c/TalkingStocksbyLimelightAlpha
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Follow Todd on Twitter: https://twitter.com/ebcapital
Subscribe to our stock picking service: https://seekingalpha.com/checkout?service_id=mp_46
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWe're always working hard at Limelight Alpha to give you some great content and ideas - this week's episode is no exception! Here's our agenda:
- A silver lining of 6% inflation - 6% higher Social Security payouts! Todd explains how some of our older (but young at heart) listeners may benefit next year.
- Our investing style(s) - We have a discussion about where on the investing "spectrum" we fall: daytrader, swing/cyclical trader, or long-term holder.
- Then we dive into some of our trades over the past week. Todd was busy buying and selling!
- Finally, a back-and-forth of 8 high-scoring stocks for you to check out heading into next week.
If you enjoy our content, please subscribe here and on YouTube! We appreciate all of your support. https://www.youtube.com/c/TalkingStocksbyLimelightAlpha
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--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportA 4 day week doesn't mean there's any less to talk about! We've got another jam-packed show for you - below is our agenda:
- Amazon (AMZN)'s new CEO: A potential catalyst for a breakout long in the making?
- Generac (GNRC): an interesting seasonal play as we come into the height of hurricane season
- Didi (DIDI): A great example of why we avoid Chinese ADRs
- Todd and Joe's recent trades: We were busy adding and expanding positions this week, including DLTH, APPS, CRWD, and more
- Finally, 10 (+1 bonus!) high-scoring stocks to add to your watchlist
If you haven't already, consider signing up for our free trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
Subscribe to our YouTube channel! https://www.youtube.com/c/TalkingStocksbyLimelightAlpha
Follow us on Twitter! https://twitter.com/AlphaLimelight
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this short from our 7/2/21 episode, we go deep into Robinhood's recent S-1 filing to extract all the info you need to invest (or not) in the future stock. There's no set IPO date yet (as of 7/7/21), but stay tuned: things happen fast. There were some surprising numbers in the S-1, including a billion-dollar loss in Q1 of this year. We'll tell you why that's not as alarming as it sounds.
Follow us on Twitter! https://twitter.com/AlphaLimelight
If you're subscribed to us on YouTube, thanks so much! If not, please check us out: https://www.youtube.com/c/TalkingStocksbyLimelightAlpha
You can also sign up for a free trial to our stock-picking tool: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportI know I say it every week, but this week it's really true - this episode is DENSE and packed with great content! Here's what you can expect:
- Virgin Galactic (SPCE) follow-up: what happened over the past week & where we go from here
- Krispy Kreme (DNUT) and LegalZoom (LZ) follow-up: who won the battle of the IPOs?
- Robinhood IPO: another huge offering in the works! We read through the S-1 form.
- Novocure (NVCR) & Intellia (NTLA): both in the news this week, hear some vintage-style Todd Campbell commentary on these 2 healthcare stocks.
- Tech seasonality: A follow-up to last week's discussion, with AAPL and GOOG as strong examples of Q3 (particularly July) seasonality
- Finally, 8 top stocks to check out when the market opens again on Tuesday the 6th.
Have a wonderful 4th of July everyone!
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--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWe've got another jam-packed episode for you this week! Here's our agenda:
- Virgin Galactic (SPCE) is having one heck of a day (Friday, 6/25)! Todd fills us in on the reasoning behind this and the chart setup. Also, why he's not selling this vertical!
- Tech is climbing rapidly in our sector ranking. We take some time to unravel why this is, and what you can expect from a historically excellent month for the NASDAQ.
- 2 live read-throughs! We take a look at the S-1 filings of 2 upcoming IPOs: Krispy Kreme and LegalZoom. Then we discuss which we're more likely to invest in.
- Finally, a tech-heavy smattering of 10 of our best stocks in the research this week.
Please subscribe to us on YouTube! We're making a big push to 1,000 subscribers and we're almost halfway there! https://www.youtube.com/c/TalkingStocksbyLimelightAlpha
Here's our latest free research on tech on Seeking Alpha: https://seekingalpha.com/article/4436428-technology-stocks-are-skyrocketing-top-stocks-you-can-buy
Follow us on Twitter! https://twitter.com/AlphaLimelight
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this week's episode, we take some time to discuss the news from the Federal Reserve's meeting. We'll fill you in on what you need to know, including when the next rate hike might be (and why Todd thinks it might be sooner). Also, we'll give you a primer on how you should be investing given the latest inflation and GDP growth numbers.
Then we dive into 11 high-scoring stocks we're watching in the weeks ahead, plus a bonus SPAC! You'll want to add these to your watchlist.
Follow us on Twitter! https://twitter.com/AlphaLimelight
Follow Todd on Twitter: https://twitter.com/ebcapital
Check us out on YouTube! We're posting content several times a week: https:/a/www.youtube.com/c/TalkingStocksbyLimelightAlpha
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportTime for an old-fashioned Talking Stocks episode! It's all individual stocks this week - after all, talking stocks is what we do. Here's what you can expect from a jam-packed episode:
- Big news from Biogen (BIIB)! Todd fills us in on a controversial Alzheimer's drug approval.
- World Wrestling Entertainment (WWE) had a huge breakout this week! This is a classic "covid reopening play" we've talked about on the show for so long.
- Celsius Holdings (CELH) had some ups and downs this week. We explain why we still like the stock.
- We also revisit Tenneco (TEN), which has seen some impressive gains over the past several weeks.
- Finally a smattering of 9 high-scoring stocks across all sectors in our research. Enjoy!
Sign up for a free trial of our research: https://seekingalpha.com/author/limelight-alpha-management-partners/research
Subscribe to our YouTube channel! https://www.youtube.com/c/TalkingStocksbyLimelightAlpha
Finally, if you haven't already, join our Discord server! https://discord.gg/hFUWmJBC47
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportNvidia (NVDA) put up some massive growth numbers in their 1st quarter 2021 earnings report (their fiscal year 2022). They reported impressive growth in both their gaming division and their data centers. We didn't read the press release beforehand, so these are our first reactions! It's impressive Nvidia was able to grow this much in spite of a global chip shortage. Let us know what you think!
Follow Todd on Twitter: https://twitter.com/ebcapital
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Check out some of our other earnings deep dives on YouTube!:
Coinbase (COIN): https://youtu.be/SBrfHZMev1o
Airbnb (ABNB): https://youtu.be/ODQqj9SDVP0
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWe're back with another jam-packed episode! Enjoy nearly an hour of wide-ranging conversation, including:
- AMC Theaters, the new GameStonks? After doubling in 1 day, it has us wondering. We dissect all the silliness behind this massive move.
- Supersonic planes! That's right - United Airlines (UAL) just put in an order for 15 Concorde-like planes from startup Boom Supersonic. Don't expect to fly on one for a while though.
- Todd suggests some books for all investors to check out.
- We discuss cash allocation, and dive a little deeper into Todd's well-timed 50% cash allocation in early 2020.
- Finally, a smattering of 10 high-quality stocks worth a look right now.
To see all the high-scoring stocks in our research, sign up for our free trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
Subscribe to us on YouTube! https://www.youtube.com/c/TalkingStocksbyLimelightAlpha
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this clip from our 5/28 episode, we discuss the details and ramifications of Amazon (AMZN)'s acquisition of MGM Studios. This deal adds over 4,000 movies and over 15,000 TV episodes to Amazon's content catalog! We finish off with some rumors of who may be acquired next, and if those rumors are realistic at all.
Watch this video on YouTube: https://youtu.be/KCUCoagXh3k
Follow Todd on Twitter: https://twitter.com/ebcapital
Subscribe to our stock picking service: https://seekingalpha.com/checkout?service_id=mp_46
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWe've got some more great content for you on this long weekend:
- Nvidia (NVDA) reported earnings this week. Really impressive growth from an already giant company! We read through the whole press release.
- Amazon (AMZN) bought MGM this week, getting access to over 4,000 movies and almost 20,000 TV episodes. We talk about what this means for other potential acquisition targets like ViacomCBS (VIAC).
- 2 potentially big headlines from 2 of the biggest petroleum refiners this week. Exxon-Mobil's (XOM) shareholders elected two climate activists to its board of directors, and Shell (RDS/A) was ordered to cut their CO2 emissions by 45% by 2030. What will this mean for the future of Big Oil?
- Finally we finish off with some stock picks that are high-scoring in our research.
Sign up for our free trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
Join our Discord server! https://discord.gg/35VbSnvkSm
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportHere's our take on Coinbase's (COIN) first earnings report as a public company. It was a big one! Let us know what you think!
Join our Discord server! https://discord.gg/35VbSnvkSm
Follow Todd on Twitter: https://twitter.com/ebcapital
Subscribe to our stock picking service: https://seekingalpha.com/checkout?service_id=mp_46
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportOkay, perhaps I got a little carried away with the alliteration in the title. It seems to have caught your attention though :)! We covered a lot of ground this week, including:
- Crypto falling 50% across the board! And why we can consider this an amplified version of "buy the rumor, sell the news".
- Joe brought up Ollie's Bargain Outlet (OLLI) as an example of a high-scoring, high-flying stock that has since broken down.
- We talk some more about charts, and dive into this week's interesting trading patterns on the NASDAQ index (QQQ).
- Finally, we wrap up with some of our lowest-scoring stocks and look at what their charts have in common.
Join our Discord server! https://discord.gg/35VbSnvkSm
Sign up for our free trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this clip from our 5/14 episode, we did a read-through of Airbnb's Q1 2021 earnings. Neither of us had read the release beforehand, so it's a surprise for all of us! We'll walk you through the report page by page so you have a solid idea of where ABNB is on their path to profitability.
Subscribe to our stock-picking tool: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportThis episode is packed with great info and discussion! Here's our agenda:
- More crypto craziness, with BTC falling 20% and DOGE falling 44% at one point!
- More earnings reactions! This week we took a look at Airbnb and Coinbase. ABNB wasn't too impressive, but COIN certainly was...
- Finally we wrap up with several trades (buy and sell) Todd made this week.
Follow Todd on Twitter: https://twitter.com/ebcapital
Subscribe to our stock picking service: https://seekingalpha.com/checkout?service_id=mp_46
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn our most recent episode, we took a look at ROKU's recent earnings report (5/6/21). Neither of us had looked at the release beforehand, and we were certainly impressed! We break it all down for you in this short segment.
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--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportToday was a fun one! It was a big week for earnings and cryptos. You may want to watch this one on YouTube, as we're heavy on the screen-sharing this week: https://youtu.be/Fl5jNHvhihA
Here's our agenda for this week's episode:
- Todd's new position in Dogecoin (you read that right), as well as an Ethereum update. Also, how to expose your portfolio to crypto without directly investing in BTC
- A "reaction video" of sorts: a live look at two blowout earnings reports from the past couple days. ETSY and ROKU both had some huge reports, and we took the time to read through them line by line for the first time on-air!
- Finally, what sectors are shining right now as tech underperforms once again.
Join our new Discord server! https://discord.gg/35VbSnvkSm
And be sure to sign up for our free trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
In this clip from our 4/16 episode, we tell you all about the chip (aka semiconductor) shortage. Some questions we answer include:
- What's causing this shortage?
- What sorts of companies are affected by this? Specifically, what sectors are being hurt by the shortage and which could benefit?
- Finally, Todd pulls up some charts of high-scoring semiconductor stocks in our research.
If you want to see Todd's charts, watch this on YouTube: https://youtu.be/jHfLqriMJ4Y?t=1497
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportFor this week's short, I wanted to isolate the 2 discussions we've had recently on Coinbase. These both happened post-IPO, and should give you a good idea of when and how you might want to play this stock. Enjoy!
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWe're back with a quick-paced, hard charging episode this week! Included in our show:
- Is COIN bottoming out after its direct listing?
- Another shortage! This time it's lumber. We go over some causes and effects, including PG's higher prices coming later this year.
- A discussion about Biden's proposed capital gains tax hike, and how it might (or might not) affect the markets
- Finally, a mega-smattering of high-scoring stocks from all sectors!
Join our new Discord server! We look forward to some casual conversation and idea exchange on here in the future. https://discord.gg/F85uTYQW Finally, make sure you sign up for our free trial to see all of Limelight Alpha's top stocks lists: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIt's certainly been a busy week! Joe and Todd dive into some of the details including:
- Coinbase's (COIN) $100 billion direct listing
- Novocure's big week - a 50% spike after some positive news in their lung cancer trial
- The chip/semiconductor shortage. A very high-level overview of the causes, the effects, and the outlook.
Watch us on YouTube to see all of Todd's charts! https://youtu.be/jHfLqriMJ4Y
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this short clip from Episode 8 (way back in November 2020), we discuss the "buy the rumor, sell the news" pattern, and why you shouldn't get caught in it. Hint: wait until after the earnings report!
Like what you hear? Sign up for our free trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWelcome back to Talking Stocks! We covered a lot of ground this week, including:
- A study Todd stumbled upon about market patterns that left us both surprised
- A listener question about surgical technology stocks
- Another listener question (!): What would it take for Todd to lower his tech sector allocation to 10% or less?
- We finish up with a smattering of stocks we've never covered before.
Like what you see? Subscribe and sign up for our free trial! https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this clip from our March 5 episode, Todd lays out 8 steps that everyone should take before buying a stock. We also discuss some potential pitfalls of not following these steps.
Like what you hear? Sign up for our free trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIt was a short week in the markets, but we've got plenty to talk about!
- The Ever Given was freed from the Suez Canal this week. We talk about how oil prices and OPEC reacted.
- The S&P hit a new high yesterday (4/1), breaking past $4,000 for the first time. To the moon now?
- We briefly touch upon the phenomenal jobs report that came out today.
- Speaking of "to the moon," Ark's space ETF (ARKX) is now trading. Why the heck is Netflix in their holdings? Todd explains.
- Finally, a smattering of stocks from our Large Cap report.
If you want to see the whole Large Cap report, sign up for a free trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this short clip from 3/19, we talk about the best-performing sectors in Q2 (April-June) along with a huge smattering of high-scoring stocks that are strong in the spring season.
Be sure to check out our new sponsor, MyScoreIQ! Use the link www.myscoreiq.com/todd to get a $1, 7-day trial.
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this week's episode:
- What's going on in the Suez Canal? We explain and discuss what the potential stock market implications are.
- We also discuss what Todd means when he describes "raising cash".
- We answer a listener question about how to invest your 401(K) dollars. Even though you're restricted to mutual funds and/or ETFs doesn't mean you have to restrict your diversification, or your gains!
- Finally we finish off with a smattering of high-scoring stocks, mostly in the energy sector.
Check out our new sponsor, MyScoreIQ! Use this link to get a $1, 7-day trial. www.myscoreiq.com/todd
And don't forget about our free trial! https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportThis week, we thought it would be beneficial to re-share our episode from back in October where we discuss Limelight Alpha's scoring model. You'll hear Todd talk a bit about each of the 7 factors that go into a stock's score, why the scores range from 15 - 115, and why many FinTwit favorites don't score as high as you'd think.
If you're interested in learning more, consider signing up for a free trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this week's episode, we discuss the concerns about inflation as a side-effect of the projected 6% GDP growth this year.
Then, it's all about seasonality. April is historically a strong month across all sectors. We highlight some individual stocks that are poised for a nice April rally.
Here's the link to our episode with Jeffrey Hirsch, where we go much deeper into seasonal trends: https://anchor.fm/limelight-alpha/episodes/Interview-w-Jeffrey-Hirsch-of-The-Stock-Traders-Almanac-esa0j4
And here is the link for a Limelight Alpha free trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this clip from Todd's 3/11 interview with Jeffrey Hirsch, they dive deep into what history can tell us about the markets. Find out how he uses the Stock Trader's Almanac to time his buys and sells, and why it's not surprising the NASDAQ is dropping in March.
This week, we talk about sectors that can benefit the most from the stimulus news (and where to invest your stimulus check!).
Also, Todd gives us a primer on follow-through days. Long story short: don't be too optimistic about the market rally just yet!
Finally, we go over some sectors that are looking strong as the tech-heavy NASDAQ begins to lag.
Sign up for a free trial to get all of Limelight Alpha's reports: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportJeffrey Hirsch joins Talking Stocks to explain how historical probabilities can supercharge investor returns. Hirsch discusses seasonal and historical investment trends, including the best six months strategy, the post-Presidential Election year strategy, and why the NASDAQ's recent swoon isn't too surprising (Pro tip: Keep an eye on April!). He explains how he uses the Almanac alongside other tools in his investing tool box to buy and, importantly, sell stocks; and how -- despite changing technology -- market behavior still rhymes in ways that can give investors an edge. This episode is packed with insight into how to use the Stock Trader's Almanac to improve returns, and it's full of investing strategy best practices. To learn more: https://www.stocktradersalmanac.com/
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportAfter another rough week, we're optimistic the end of this sell-off is near. At the end of the episode we cover some bright spots in this otherwise gloomy week.
Todd lays out an 8-step method for researching stocks to buy.
We talk about BUZZ, VanEck's latest ETF that uses AI to scour social media for the most hyped stocks. The holdings may not be what you think!
Sign up for a free Limelight Alpha trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWell, it certainly was a crazy week with no shortage of stocks to talk about. We break it all down for you:
- What's the motivation for the sell-off? Is it anything to be concerned about?
- An overview of SPACs, and how they can be a risky investment
- A brief update on GME
- And of course a smattering of great stocks Todd bought this week.
Sign up for a free Limelight Alpha trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this snippet from our 2/10 episode, we start off with a valuable lesson about buying when a stock is trading near its all-time high. Then Todd goes in depth about how he starts a position in a high-flying stock. We round out the discussion with a Q&A about stop losses.
Want to see the charts? Watch this on YouTube: https://youtu.be/fO_dvEEdeF8?t=1182
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this week's episode, we discuss several potential reforms that could come from this week's Congressional hearings on GME.
Also, Todd presents 3 ways portfolios implode (AKA "loss porn").
Finally, we have what we're calling a MEGA-smattering of fantastic, high-scoring stocks for you!
To see all of our top stocks, sign up for a free trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this short episode (cut from 2/10's Talking Stocks Podcast), Todd and Joe have an in-depth conversation about Bitcoin. Some questions and concerns we address include:
- Does Tesla's big investment in BTC legitimize the currency in any way?
- Is BTC a viable long-term investment? Would you invest in Bitcoin?
- Will BTC find its way into Todd's portfolio in the future?
Subscribe for more content weekly! Find us on YouTube: https://www.youtube.com/channel/UC2_rJEx2XW8HaFwcAPDRDLA
We had a great discussion this week on Bitcoin, its potential as an investment, and Tesla's big purchase this week. We also discuss:
- A couple of marijuana stocks and ETFs
- Joe's lesson on buying at an all-time high
- A broad discussion on buy strategy, and why trends are way more important than the price
- We wrap up by deploying that trend-focused mindset on a smattering of high-scoring stocks in our research.
For a free trial and access to all of Limelight Alpha's research, click here: https://seekingalpha.com/author/limelight-alpha-management-partners/research
Find us on YouTube: https://youtu.be/fO_dvEEdeF8
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWhat else is there to talk about this week? We go in-depth on the GameStop insanity of the past couple weeks. Some questions we answer:
- How did this happen in the first place?
- Why did Robinhood restrict trading certain stocks, including GME?
- Does GameStop have a future? And perhaps more importantly, what do Robinhood and WSB's futures look like? Is WallStreetBets America's newest hedge fund?
- Finally Todd shows us a few stocks he would buy and hold for the next 10 years.
Follow the link for a Limelight Alpha free trial: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportThis is a clip from Episode 4: The Young Investor Episode. Some questions we answer:
- How do I start investing (where do I begin)?
- What type of account should I open (brokerage, IRA, Roth IRA, etc.)?
- I only have a few hundred dollars saved, should I still invest? (ABSOLUTELY!)
- What should I invest in? How do I find quality stocks, ETFs, and mutual funds?
In this short clip, Todd explains how he manages risks and losses in his portfolio. Included in this mini-episode:
-How to "trim" a stock out of your portfolio
-How Todd manages losses and when he calls it quite on a short-term ("rental") stock
-How to time your exits
Want to see Todd's charts? Watch this clip on YouTube: https://youtu.be/dn77tpV7cQo?t=896
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWe had a great chat today with Brian Feroldi, writer for the Motley Fool! We talked a lot about strategy, including:
-How to start saving and investing
-How Brian picks his winning stocks
-Brian's 11 reasons to sell a stock
-A couple of stocks with lots of room to run in the future
Brian can be found on Twitter @BrianFeroldi.
Subscribe for more weekly content!
YouTube link: https://youtu.be/L3fRyRgnQM0
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWe're happy to be back for the second time this week! Lots to cover, including:
-ARK's rumored space ETF
-Lessons on short selling and growth investing
-A debate about Netflix, and the future of streaming in the next decade
-A smattering of energy stocks, along with some other familiar names
Sign up for a 14-day free trial to get all of Limelight Alpha's research: https://seekingalpha.com/author/limelight-alpha-management-partners/research
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWelcome to another Talking Stocks bonus episode! Today Todd and I talk innovation with Simon Erickson, founder and CEO of 7investing.
Some topics we cover:
-Finding a pain point in an industry
-Research methods -When innovation fails (sell strategy)
-A smattering of Simon's favorite industries
Simon can be found on Twitter @7innovator and @7investing.
Find this episode on YouTube: https://youtu.be/4siH3AZiQ9A
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportOkay, maybe not the ADRs episode, but we talk a lot about international stocks. HOWEVER, we also discuss:
Stay tuned for another interview coming soon! Subscribe for more content soon and find us on YouTube: https://www.youtube.com/channel/UC2_rJEx2XW8HaFwcAPDRDLA
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportSurprise! It's a Talking Stocks bonus episode! Todd and I caught up with Jessica Ablamsky, marketing writer and journalist, as well as an active FinTwit contributor.
Our wide-ranging conversation includes:
Favorite sectors: ecommerce, health-tech, real estate, education
Selecting stocks: "Left for dead" growth stocks (PINS & ETSY)
Why R&D expense is better than marketing expense
What "all in" really means
Sell strategy: When in doubt, get out, now!
Jessica can be found on Twitter @jablamsky. For more content, please subscribe here and follow us on Twitter! @ebcapital @alphalimelight
Watch this video on YouTube: https://youtu.be/B3iuIveh0GE
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWell it's certainly been an interesting week. We cover a lot of ground, including:
-Democratic Senate majority means new sectors to watch (solar and cannabis)
-Todd answers a viewer question about selling strategy and "trimming" top positions
-Analyst ratings: important, useless, or somewhere in between?
-Todd's signature "smattering" of top stocks
If you like this content, please let us know and subscribe! Find us on YouTube: https://youtu.be/dn77tpV7cQo
P.S. This was recorded on Wednesday morning, before the events at the US Capitol. We will be sure to touch on that next week.
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWell, we finally made it to the last week of 2020. This episode we're looking forward to 2021:
-We'll show you the strongest ETFs in Q1 (Jan-Mar) in recent years
-Todd shows us some of his top (and maybe not so hot) picks for the new year
-We each divulge our New Years resolutions!
We'd love to hear your New Years resolution, along with any questions you might like answered on the show. Tweet at us @ebcapital and @alphalimelight!
YouTube link: https://youtu.be/N1X0e9prMlk
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportTodd broke out his Christmas sweater this week, so you know it's going to be good! Lots to cover, including:
-TSLA, MRNA, and PFE dip on positive news – we'll tell you why
-Apple's self-driving car rumors are back!
-Some vocabulary for you: the January Effect, Santa Claus Rally, and the January barometer – we explain it all
-PTON's big fitness equipment acquisition
Happy Holidays everyone! We are exceptionally thankful for our growing listener base. Thank you for your support, and we look forward to putting out more content in 2021!
Has 2020 stopped 2020-ing? It was a bit of a boring week! Nevertheless, Todd and I had a fruitful discussion. This week:
New stimulus rumors – and why some of our favorite financial stocks may benefit from it (PRU)
SQ vs. PYPL – which is the better investment?
SFIX's crazy rise last week
Todd's top picks for the week: CVET, GNRC, MPWR, DE, SWKS
Want to see Todd's charts? Watch us on YouTube! https://youtu.be/ijMhoW8M0eg
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWelcome back to Talking Stocks! This may be our most productive episode yet...
BIG IPOs this week! We chat about Airbnb (ABNB) and DoorDash (DASH).
More vaccine news this week, and hopefully even more coming next week! We talk about some behind-the-scenes players that may (or may not) see a boost from the rollout (RVP, AZN, RMD, CAH)
Finally, Todd presents some of his top stock picks for the week. (MSNT, VLO, LULU, HCAT, ETSY)
YouTube link is below for your convenience. Please subscribe here, there, and everywhere!
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWelcome back to Talking Stocks! Todd and I cover a lot of ground this week. Here's a sample of what we dive into:
Overbought indicators are through the roof! What this means for high-flyers and the market as a whole
Energy (really!): 3 high-scoring stocks to watch
The meteoric rise of Palantir
Salesforce's mega-acquisition of Slack
Much more...
If you enjoy these episodes, please subscribe and let us know! Here's the link to watch on YouTube: https://youtu.be/8P0cPiz-PYo
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWelcome to Episode 10 of Talking Stocks!
We cover a lot of ground this week:
-More vaccine news from MRNA and PFE, and what it means for Zoom
-Warren Buffett's new portfolio additions: PFE, ABBV, MCK, BMY
-TSLA's admission into the S&P 500 (finally!)
-Lots more picks from our idea generation machine!
Link to the video: https://youtu.be/fTMLimmWxbo
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this week's episode, Todd and I discuss:
Pfizer's Covid vaccine news, and what it might mean for "Corona-conomy" and work-from-home stocks
Earnings, and why to avoid buying before and selling after an announcement
Lots and lots of stock picks!
Rather watch instead? We've got you covered: https://youtu.be/f7EKyFzt1GI
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this episode of Talking Stocks, Todd and I give a quick recap of this week's election-related market movement. Then we dive into some sectors, including:
Banking, retail, telemedicine, solar, and automotive.
We cover plenty of individual stocks (and plenty of ground) this week!
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIt's been a tumultuous week in the markets, but have no fear - Todd is here with some timely guidance on how to navigate market uncertainty.
Some topics we cover this week:
Subscribe to us on YouTube! https://www.youtube.com/channel/UC2_rJEx2XW8HaFwcAPDRDLA?view_as=subscriber
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportTodd explains why it can be smart to buy stocks when the S&P 500 tumbles 3% or more on a single day. Since 2000, down 3% days are actually pretty common and more often than not, the S&P 500 winds up trading higher, not lower, in the following calendar month.
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this week's episode, Todd and I go deep into E.B. Capital and Limelight Alpha's stock scoring model. Some of the questions we answer include:
What factors go into each stock's score? (There are 7!)
Why do the scores range from 15-110 instead of 0-100?
Why aren't the traditional FinTwit stocks scoring higher? (AAPL, AMZN, NFLX, TSLA, etc.)
We finish off the episode with a look at several strong stocks and overall industries that are strongly seasonal. Hint: take a closer look at basic materials and regional banks in the coming weeks!
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWe're calling this one the Young Investor Episode - college students and recent grads, this one's for you! Todd gets us going this week with some great insight on the S&P trends, and why there may not be reason to panic about a sell-off. Then we do a deep dive into investing for beginners. We wrap up this week's episode with some of Limelight Alpha's top scoring stocks this week.
Some of the questions we cover include:
Where do I begin?
What type of account should I open (brokerage account, IRA, Roth)?
I don't have a lot of cash to spare, should I still invest? (Yes!)
What should I invest in, and how do I find quality stocks and funds?
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportIn this clip, Jonah Lupton explains how he uses an excel spreadsheet to track growth rates for Saas-Cloud hyper-growth stocks, and then uses that data to gauge if he's willing to pay up to own the stock.
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportFinTwit favorite Jonah Lupton joins Todd Campbell to discuss how he finds winning stocks and decides when to sell them. He shares his unique approach to valuing high-growth cloud-software stocks and why he employs risk discipline when investing on margin.
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWelcome back to Talking Stocks! This week we chat about what's up with the COVID stimulus deal before diving into the best seasonal stocks and ETFs. Some of the strongest seasonal stocks we cover include: SBUX, MA, MPWR, and LFUS. Subscribe for more regular content!
Click here if you wish to view this podcast on YouTube.
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWelcome back to Talking Stocks! This week Todd and I discuss in-depth the market implications of the upcoming US election. We also touch on REITs, dividend stocks, and show you some of our stock picking tool's top scorers. We are also publishing these episodes on YouTube: https://www.youtube.com/channel/UC2_rJEx2XW8HaFwcAPDRDLA
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/supportWelcome to Talking Stocks! This week we have some great insight on some recent IPOs, long-term strategies, and where the market might be headed in the next month or two. For more content like this, follow us on Twitter @AlphaLimelight and @ebcapital, and subscribe to Top Stocks for Tomorrow on Seeking Alpha.
--- Support this podcast: https://podcasters.spotify.com/pod/show/limelight-alpha/support
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