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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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
For 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!
We'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
It'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
In 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
Welcome 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
In 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
It 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
In 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.
In 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
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