Investing Experts

Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Micro Computer and Zscaler concerns; Micron setup (4:15). This is an abridged conversation from a recent episode. Subscribe to Joe's Tech Cache Show Notes: AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns Nvidia earnings grades and estimates 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

Rob Isbitts joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single country ETF versatility (15:10). Playing defense within tech (20:25). Dissecting 2 Bitcoin ETFs (26:35). Focusing on ignored stocks (29:15). Show Notes: EWW: No Wall Of Worry Here, Mexico ETF Still Looking Up Sungarden Investment Publishing Upside/Downside Tug Of War Brown & Brown: Underwriting Strong Returns For Shareholders 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

Julian Lin goes in-depth on his top conviction idea, Reddit (0:30). IPO quiet period recently ended, analysts' uneven coverage (4:15). Meta and Reddit - a valid comparison? (6:25). How to measure Reddit within the broader tech picture (10:30). Upcoming earnings (13:50). Sam Altman as major shareholder; curious insider IPO non-selling (16:25). Reddit very close to generating profitability (23:00). Recent large cap tech earnings (27:10). Julian's Best of Breed Growth Stocks Show Notes: Reddit Stock IPO: Rise Of The Memes - Strong Buy Rating, $60 PT Julian Lin On Palantir, Google, Meta And Apple Reddit coverage 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

Rob Isbitts runs Sungarden Investment Publishing and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy behind it (6:05). Using options as a retail investor (24:20). Show Notes: Dow: Where Long-Term And Short-Term Investing Collide 60/40 Investing: A Forward-Looking Analysis 3M: Perfect Example Of Why Stock Ratings Are Overrated Portfolio Construction, Options And Covered Call ETF Vulnerability 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

Seeking Alpha's Head of Quantitative Strategies, Steven Cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent decline (18:50). Meta looks to be much stronger story (27:55). Microsoft not as attractive; strong buy on Google with some concerns (33:05). Amazon, Apple and Nvidia (36:40). This is an excerpt from a recent webinar: Quant Research - Earnings Preview Of The Mag 7 (full video with slides). Show Notes: Magnificent 7: Earnings Preview (SA Quant) Toyota Trumps Tesla Wall Street Brunch: Megacaps Highlight Big Earnings Week Top 10 Stocks For 2024 2023: META Could See Another 70% Downside 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

Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10). Subscribe to Don's Gold & Silver Mining Ideas Show Notes: Jaguar Mining: An Undervalued Mid-Tier Gold Producer GDX Vs. GDXJ: Which One Is Better? Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFs Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don Durrett 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

Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet (30:15). Subscribe to Tech Cache Show Notes: AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns Nvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries AMD And Nvidia: Engagements Vs. Invoices Micron: Gnashing Of Teeth As The Best Upcycle Develops (Rating Downgrade) 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

Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abridged conversation from a recent Investing Experts episode. Subscribe to Courage & Conviction Investing's Second Wind Capital Show Notes: Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case) Encore Wire: Raising My Price Target To $300, As The Shorts Are Trapped 'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing 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

CashFlow Hunter on 3M's challenges and healthcare spin-off (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin miner Iris Energy - management has done a horrendous job (32:30). Another interesting pair trade (35:50). Subscribe to CashFlow Hunter's Catalyst Hedge Investing Show Notes: 3M's Spin-Out Of Solventum - My Thoughts On The Newco And The Oldco New York Community Bancorp: Follow The Smart (And Connected) Money How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play Episode transcripts with comments For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Amrita Roy, The Pragmatic Optimist, joins Rob Isbitts to discuss why she's neutral on S&P 500 right now (2:25). Short-term interest rates have peaked, long-term rates should normalize; bullish on TLT (6:15). Macro investing, equity selection: Zscaler, GitLab, and Pinterest (17:40). Show Notes: GitLab Presents A Great Buying Opportunity Post Earnings Sell-Off (Rating Upgrade)Pinterest: A Great Dip-Buying Opportunity Amidst Strong Fundamentals Zscaler: Stronger Margins And Wider Enterprise Adoption Will Drive Sustainable Gains In Market Share Episode transcripts with comments For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jared Dillian shares why he focuses on market sentiment (2:30). Private equity's systemic risk (5:30). The Fed wants to cut interest rates and add liquidity before the US election, but the market's not cooperating. No clear signal on bonds (7:35). Why investors should avoid leveraged ETFs (11:00). How to think about the market's 2nd half of 2024 (14:55). Episode transcripts with comments For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jon Wolfenbarger talks to investors about looking at the bigger investing picture, including economic indicators and technical analysis (3:20). 4 steps to making profits in bull and bear markets (6:00). Stock market valuation very concerning (19:00). Easiest way for most investors to profit is to buy inverse ETFs (39:25). Stocks that make sense in this environment (45:30). Episode transcripts with comments Show Notes: Is It 1929 Deja Vu All Over Again? The Fed Is Talking About Rate Cuts Because They Likely See A Recession Coming David Trainer Likes Energy, JPMorgan Over S&P; Uber, Tesla + Nvidia Too Expensive For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Sanjeev Sharma discusses his S&P 500 yearly predictions (1:00). 2024 prediciton of 6,000 depends a lot on interest rates (3:00) Bonds, treasuries and safe bets (9:50). Why he's so excited about the homebuilders ETF (14:20). Show Notes: S&P 500 Prediction For 2024: 6,000 By Year End S&P 500 Will Be Around 4250 By The End Of 2023 Per Sharma Disposable Income Formula Cutting interest rates too soon could reverse progress on inflation: Powell to Congress S&P Homebuilders ETF Episode transcripts with comments For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Courage & Conviction Investing talks nuance in small caps stocks and why he doesn't pay attention to the macro picture (1:10). Portfolio management vs stock picking (11:30). His top small cap picks and updates on his favorites (15:30). Show Notes: Farmer Bros, Red Robin And Yield10 Bioscience Advanced Emissions Solutions: EPA's Significant PFAS Policy Proposal Is A Massive Catalyst Why Root's Management Doesn't Want To Sell For $19.34 Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case) 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

Yimin Xu of Cestrian Capital Research on the Fed's big pivot (1:30) Should investors trust CPI and other economic data? (6:00) Bond market currently in a good equilibrium (12:30) US monetary policy dictates international picture (21:45). Where investors should be positioned in this macro environment (24:15). Show Notes: Will This Market Go Higher Than Anyone Expects? Should We Trust Economic Data? With Danielle DiMartino Booth Wall Street Lunch: January CPI Comes In Hot Growth Investor Pro by Cestrian Capital Research 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

David Trainer says the Fed and liquidity remain a salient driver of markets (0:40) Big opportunity now in energy and industrials (4:20). JPMorgan safer than the S&P (19:10). Uber, Nvidia and Tesla all too expensive (21:05). Show Notes: Uber A Zombie Stock; Ford, GM Have Scalability And Expertise Tesla Q2 Earnings Confirm Our Thesis, It Is One Of The Most Overvalued Stocks It's All About Liquidity 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

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

Why Austin Hankwitz is focused on profitability and cash flow (1:55). Russell 2000 is weirdly undervalued (5:25). Breaking down covered call ETFs SPYI, JEPI and XYLD performance (8:30). Why he's so bullish on Salesforce (22:30). Show Notes: 'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing JEPI: Much To Be Desired In 2024 SPYI: Outperforming Both JEPI And XYLD In 2023 $2 Million Dividend Growth Portfolio, Major Tech Earnings, Broadcom & SPYI With Austin Hankwitz 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 Rich Habits Podcast Austin Hankwitz Twitter

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

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