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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.
Transcripts: seekingalpha.com/author/investing-experts-podcast
Transcripts: seekingalpha.com/author/investing-experts-podcast
231 Episodes
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Shipping expert J Mintzmyer returns to update investors on his top stocks for 2025. Why invest in shipping? (1:45) Top tanker pick is International Seaways (15:15). Star Bulk Carriers, top dry bulk stock (25:40). Hedging geopolitical risks (34:00). Why ZIM is currently more of a trade than an investment (37:05). This is an excerpt from Seeking Alpha's recent live event, Top Stocks 2025.Show Notes:International Seaways: Tanker Market Updates, Seasonal Upside AheadDry Bulk Market Update: Star Bulk Carriers InterviewJ Mintzmyer's Note Of Caution On ShippingRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Why Kirk Spano sees Pfizer as one of the next big winners from AI and why he thinks investors should be selling cash secured puts. This is an excerpt from a recent episode.Show Notes:Pfizer Virtual Analyst ReportMargin of Safety Investing GroupBiotech Buying Opportunities; AI Pharma Revolution With Bhavneesh SharmaRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Rob Isbitts talks to Brian Bollinger about their shared focus on dividend income (0:50). How dividend investing has evolved and where it's going (9:00). Analyzing dividend safety, cuts (13:00). Verizon and why dividend growth investing is not fixed income (21:00). McDonald's, Walgreens and trusting what management says about dividend plans (23:00). Lowe's classic setup (28:20). Staying committed to a dividend portfolio (35:40).Subscribe to Sungarden YARP PortfolioShow Notes:Markets And Dividend Investing Are Evolving - How To Take AdvantageLaunching Sungarden YARP Portfolio: Doing Dividends DifferentlyVerizon: Rumors Of Its Death Greatly ExaggeratedRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
1Christine Mastandrea, COO of Whitestone, talks retail, interest rates and how it's affected the REIT sector (1:20). The death of retail has been greatly exaggerated (3:00). Geographic trends and gateway cities (6:00). Laddering out maturities, flexibility in navigating macro environment (13:40). Contextualizing WSR's dividend strength and growth (16:50). Strategizing for 2025 (19:05). The right REIT Metrics (23:00).Show Notes:Federal Reserve sees fewer rate cuts in 2025 with dot plot revised upBlack Friday And The American ConsumerWhitestone REITRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Why Kirk Spano has been bullish - and successful - with the market and Bitcoin this year (1:05). Bitcoin ETFs, institutional adoption and selling options (13:55). Many economic positives, also many unknowns for 2025 (18:35). Cash secured puts and covered calls. Pfizer as an example (32:15). Kirk's Margin of Safety InvestingShow Notes:Stock Market Euphoria To $100,000 Bitcoin, What I Got Right And Wrong In 2024Here's Who Should Buy The Discount At Grayscale Bitcoin TrustRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
2024 as an investing year, according to Steven Cress (1:15). Scoring top 10 picks of 2024 with Quant methods (7:30). Top performer AppLovin up YTD about 907%. Total return 155.7% (10:00). What happened with the list's underperformer, Dorian? (17:25). Magnificent 7 stocks past and future growth (23:00). (RSP) for 2025 (27:20).Show Notes:Top 10 Stocks For 2024Top 10 Quant Stocks Of 2024: Up Over 120%AppLovin quant ratingsRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Jonathan Faison runs the ROTY Biotech Community. Why he's high on Tarsus Pharmaceuticals and his #1 holding, SpringWorks Therapeutics (0:30). Data risk for Ogsiveo and Mirdametinib (5:50). This is an excerpt from a recent episode.Show Notes:Biotech's Hidden Gems: Smart Strategies For A Challenging MarketSpringWorks Therapeutics Q3 2024 Earnings Call TranscriptRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Courage & Conviction Investing shares why he finds Cineverse to be one of the most incredible micro-cap setups right now. This is an excerpt from a recent conversation.Subscribe to Courage & Conviction Investing's Second Wind CapitalShow Notes:Cineverse Q3 2024 Earnings Call TranscriptCineverse Owns 'Terrifier 3' And Few People Have Connected The DotsCineverse Virtual Analyst ReportRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Dan Malone discusses investing in Ireland, the ETF capital of Europe (1:20). Big belief in passive investing and index funds (4:15). Why asset managers are setting up in Ireland (9:10). Country ETFs and undervalued Irish banks (14:00). Extreme taxation for Irish investors (18:30). Properly preparing for retirement (22:20).Read our transcriptsShow Notes:Malone FinancialFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Dividend investing comes in many forms. Why Dividenology focuses long-term on dividend growth investing (1:00). 5 key metrics, but it really boils down to free cash flow (3:05). Focused on companies drowning in cash like Visa and Meta (5:50). Dispelling myths around sequence risk and tax advantaged accounts (8:15). Contextualizing dividend cuts (11:50).Show Notes:Dividend Investing: Let Compounding Do Its ThingNot All Dividend ETFs Are Created EqualDividenology on YouTubeRead the transcriptLast chance to get 20% off Seeking Alpha today!
Trinity Capital CEO Kyle Brown explains how they're an asset manager in BDC clothing (1:40). Dividend stability and growth (7:45). NAV stability and growth, EPS, ROE the metrics most focused on (10:50). TRIN stock valuation and momentum (12:00). Reasons for recent buyback (18:10). Private credit is real and liquidity is important (20:15).Show Notes:Trinity Q3 2024 earnings call transcriptFed sees gradual rate cutsTrinity Capital announces stock repurchase programRead the transcriptBlack Friday sale: 20% off all of Seeking Alpha!
Jonathan Faison shares his approach to investing in biotech, the 'riskiest' sector (1:35). Recent lows and seeing through the volatility (4:10). Sector winners (9:20). Do sector ETFs make sense? (21:00) Updates on Sutro Biopharma and Voyager Therapeutics (24:15).Show Notes:ROTY Biotech CommunitySutro Biopharma: Post ESMO Selloff, Does Their Strategy In FRα Remain Viable?Voyager Therapeutics: CNS Player In Early Stages Of A TurnaroundRead the transcriptsBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
Courage & Conviction Investing details why it pays off to stay consistent in his small cap strategy and portfolio approach (1:55). Why he never doubted Carvana and has been buying Zeta (7:10). CuriosityStream's ridiculous dividend and getting into Cineverse (16:15). Really excited about BuzzFeed (30:10). Mesa, Spirit, United and the airlines industry (38:40). Recorded on November 19.Subscribe to Second Wind CapitalShow Notes:Carvana Co.: Playing Devil's Advocate To The Recent Sell Side NoteCuriosityStream: The Surprise 10% Dividend Is Why Micro-Caps Can Be So LucrativeAirline Turnarounds: Spirit Airlines Vs. Mesa Air GroupBuzzFeed, Inc.: The Elephant In The Room Can PirouetteRead the transcriptBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
David Keller talks investor psychology and taking note of market patterns with technical analysis (1:00). Markets arguably pricing in goldilocks scenario based on YTD returns (12:05). Bullishness on financials and infrastructure (14:30). Earnings season takeaways - beware of lowered expectations (19:10). Bitcoin break out and crypto's excessive volatility (21:55). Recorded on November 12.Show Notes:Market Misbehavior with David KellerThe Mindful Investor w/ David KellerSectors all up YTD, but Financials and Energy were the only up last weekBitcoin hits all-time high as it surpasses $93,800Read the transcriptBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
Dhierin Bechai delves into Spirit Airlines' complicated story (0:35). Boeing valuation and why it still has a lot of work to do (3:50) Lockheed Martin a stock worth looking at now (10:20). Why space is a completely different story (11:55). Cash flow the most important metric in this sector (14:25).Show Notes:Spirit Airlines Flies Closer To Bankruptcy With Prospective Shareholder WipeoutBoeing: Deliveries Sink, The Turnaround Starts Right HereIntuitive Machines: Misguided Stock Sell Off, Still A BuyRocket Lab: Top Aerospace Stock Up 350%, But Valuation Looks StretchedLearn more about The Aerospace ForumRead the transcriptBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
Jake runs a YouTube channel on Dividend Growth Investing and shares why that's his focus (1:20). Is yield worth looking at? (8:20) Unforgiving when it comes to dividend cutters (13:30). Be careful with REITs (17:10). Which dividend ETFs deserve the hype (19:15). Advice for retirees (28:25).Show Notes:Baby Bonds, Cash Flow, And Portfolio Agnosticism With High Dividend OpportunitiesSteven Bavaria Takes Investors Inside The Income FactoryMarkets And Dividend Investing Are Evolving - How To Take AdvantageRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Veteran analyst Edward Schneider explains his investment philosophy for extremely fundamentally overvalued shorts (1:10). Timing the semiconductor cycle (5:15). Value investing in tech is challenging; go for reasonable growth stocks (8:50). Setting a fair value for Illumina (17:20). This was recorded on November 4.Show Notes:Revisiting IlluminaNWTN Inc.: The Perfect Fundamental ShortCuriosityStream: Too Cheap To IgnoreRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Ryne Williams shares why he favors dividend investing (0:20). Sometimes dividend cuts make sense; pay attention to dividend history (2:40). Visa a favorite dividend stock, though some argue its status (5:15). Beware of juicy yield traps (8:20).Read the transcriptRyne Williams' YouTube channelFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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 PriceQuant Ratings & Factor GradesAlpha PicksRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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 Value3M Bull/Bear Thesis With CashFlow Hunter And Brett Ashcroft GreenGoogle Stock: A Strong Buy For Long-Term Cloud Growth At A Reasonable PriceDon't Be Broke In Your 70s, The Simple Path To Wealth With SCHDRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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episode is almost unintelligible. interviewer sound is great, but guest is hard to understand maybe hardware issues
good podcast except for the historical revisionism. most of the chaos that you ascribe to the '80s actually occurred in the 70s. the '80s unwound the volatility of the 70s created by the policies of LBJ and his comrades in the '60s.
September rate cut is political. They want the sure thing, rather than the probable. Drag that corpse acrossed the finish line. Very well done episode, market sure looks like topping action.