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Gary Vaughan from Daily Stock Picks on developing an investing strategy using fundamentals and technical trading (1:00). Tech earnings, why Apple's his largest holding. When valuations don't matter (15:20). Quant rankings, SharkNinja and the most favored metrics (22:50). A few exciting stocks (29:30). Recorded on October 31.
Show Notes:
If You Can Predict Cash Flow You Can Predict Stock Price
Quant Ratings & Factor Grades
Alpha Picks
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Why Brett Ashcroft Green is looking at Japanese stocks and ETFs offering growth and income (1:25). Dividend metrics and investing in 3 major tech stocks (12:50). 3M update - short, long, or hold? (21:00). Avoiding bonds of any type; highlighting waste management stocks (27:00).
Show Notes:
Itochu: Warren Buffett's Top-Performing Japanese Stock With Untapped Value
3M Bull/Bear Thesis With CashFlow Hunter And Brett Ashcroft Green
Google Stock: A Strong Buy For Long-Term Cloud Growth At A Reasonable Price
Don't Be Broke In Your 70s, The Simple Path To Wealth With SCHD
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Saknas det avsnitt?
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The macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian, Michael Gayed and Chaim Siegel (1:00). Sector opportunities and historical behavior during Democratic and Republican administrations (9:30). How investors should be thinking about geopolitical angles (15:30). Cumulative inflation vs the inflation rate (21:10). If Trump wins and puts in extensive tariffs, which companies could be hurt the most? (25:30) Watch the video here.
Show Notes:
These 3 Indicators Predict Every Recession
FTSL: In Case The Fed Keeps Rates Here
Fed Way Leaning The Wrong Way
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Gold is definitely driven by geopolitics says Florian Grummes, as well as de-dollarization (1:10). Ryan Wilday on Bitcoin's price action (3:25). Silver hasn't shown up to the party (5:45). Why gold bars (11:50)? Ideal ways to get into crypto and precious metals (16:35). Bitcoin ETFs like (BITO) (20:30). Crypto and precious metals - don't overestimate the importance of US elections (24:05). Watch the full interview here.
Show Notes:
Gold: The Rally Is Likely To Continue
Keep Calm And Buy Bitcoin
Ethereum Can't Seem To Catch Bitcoin
Were The Bitcoin Spot ETFs A Big Flop?
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Diving deep into the energy sector with Laura Starks; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue (11:00)? Nuclear as the future: energy addition, not transition (14:20). Utilities vs independent power producers (22:45). XLE and whether ETFs belong in your energy portfolio (28:40). Watch the video here.
Show Notes:
Coterra Energy's Careful Growth
Why APA Corporation Stock Is A Bargain Now
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What happens when growth numbers for tech names start coming down? (1:50) Tech Cache's Joe Albano and The Financial Prophet, Victor Dergunov, dissect recent news and this week's earnings (6:50). What happens to the tech sector if Trump wins? Harris? (17:50). Top tier tech stocks (21:40). How will the Presidential election affect semiconductors? (28:30). This is from our recent live event.
Show Notes:
AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache
Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
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Why Jennifer Warren has been focusing on AI, data centers and energy demand (1:10). Shale, M&A and growth (5:00). Looking through lower oil prices; who's most affected? (11:00) Returns for Microsoft, Amazon, Meta, Digital Realty and SMH, the Semiconductor ETF, across 10 years (20:20). Portfolio theory testing; nuclear plays will take time (28:00).
Show Notes:
Generative AI's Chartreuse Adoption Moment
Energy, AI, And Digital Infrastructure: Crowded Trade Or Something Else?
U.S. And Global Energy Drivers And Opportunities
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James Kostohryz breaks down his top-down approach as a macro-oriented investor (1:30). Israel, Iran and oil price spikes (13:15). Why are markets underpricing this risk (30:00)? FOMO and how investors should be thinking about their asset allocations (45:15). Potential for war; bond yields and prices (49:35).
Show Notes:
Successful Portfolio Strategy
US Inflation Scenarios: War-Induced Oil-Price Shocks
U.S. tightens oil sanctions on Iran as Biden seeks to discourage Israel from strike
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Chris DeMuth Jr. and Kirk Spano talk small banks, thrifts and interesting takeover opportunities. This is an excerpt from a recent conversation.
Find out more about Sifting the World
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Most investors look at REITs for yield, as bond-like, says Alex Pettee, who discusses the nuances and axioms of investing in the public and private side of real estate investment trusts with Brad Thomas and David Auerbach (1:50). Rates up, REITs down; ignore day-to-day movements (3:30). REIT valuations, property sectors and rate sensitivities (11:30). Common vs. preferred shares (14:20). Bullish housing case intact? (16:00) Hurricane effects on real estate (21:00). 3 REITs worth looking at (24:10). This was originally published as a webinar on October 10.
Show Notes:
3 Small Cap REITs That Are Hard To Beat
REITs Are A Deep Value Opportunity
iREIT + HOYA
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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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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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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
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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
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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
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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
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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
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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
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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).
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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
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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)
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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
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