Investing Experts

Steven Cress, Head of Quantitative Strategy at Seeking Alpha, shares his data-driven top 10 AI stock picks and quant approach. He discusses recent AI volatility, why AI remains a multi-year theme, how his quant model selects and ranks names, and brief profiles of standout companies across memory, chips, hardware, software, and healthcare AI.

Andres Cardenal, founder of The Data Driven Investor and Latin America growth analyst, backs MercadoLibre as a top 2026 growth idea. Beth Kindig, AI and tech analyst at Tech Insider Network known for early AI calls, highlights Bloom Energy for AI data center power. They debate AI energy constraints, MercadoLibre’s fintech and logistics moat, and Bloom’s fast on-site power solution.

Samuel Smith, High Yield Investor leader focused on dividend and alternative income picks OWL; Steven Bavaria, income-focused analyst behind The Income Factory recommending FOF. They debate income-building strategies, FOF’s covered distribution and diversification, OWL’s permanent-capital advantages, valuation gaps with peers, underwriting strength, and ways to protect retirement income.

Cullen Roche, a financial advisor and author known for his works on portfolio construction, delves into how to create a personalized investment strategy. He discusses the importance of tailoring portfolios to different life stages and navigating current market conditions. Cullen shares insights on aggressive investing for younger generations, critiques high-yield savings, and highlights the benefits of direct T-bills. He also emphasizes the importance of diversification and adapting to geopolitical risks, all while keeping it simple with a three-fund approach.

In this insightful discussion, Steven Cress, Head of Quantitative Strategy at Seeking Alpha and seasoned finance professional, shares his top 10 stock picks for 2026. He reviews the previous year's market performance, highlighting sector winners and the impact of AI on stock volatility. Cress dives into individual picks like Micron, AMD, and Allstate, explaining their growth potential and valuation appeal. He emphasizes a quant-driven approach, forecasting continued market volatility while showcasing a strong combined growth profile for his selections.

Chris DeMuth Jr. is a seasoned value investor known for his work with Seeking Alpha's 'Sifting the World' and Rangeley Capital. He shares his top stock picks for the new year, highlighting Willis Lease and FTAI Aviation, along with the risks involved. Delving into gambling, he critiques Golden Entertainment's structure and reflects on activist investing strategies. Chris also explores intriguing sectors like psychedelics and AI, discussing their potential to transform healthcare and the job market while cautioning against the social implications of pervasive AI.

Julian Lin, founder of the Best of Breed Growth Stocks investing group, dives into his bullish stance on Innovative Industrial Properties (IIPR). He discusses the potential impact of cannabis rescheduling on taxes and how it could boost multi-state operators. Lin highlights IIPR’s strong dividend safety and its advantages over rivals. He warns investors about the risks of leverage while praising IIPR’s low debt and conservative management. By focusing on fundamentals, he emphasizes the importance of valuation in navigating market hype.

Steven Cress, Head of Quant at Seeking Alpha, dives into the world of quantitative investing. He discusses why Credo Technology has high momentum ratings and explains the Z-score for stock comparison. Discover why Merck outperforms Pfizer in momentum, and how to navigate energy stocks amid shifting fundamentals. Cress emphasizes the importance of diversification and explains the hold rating for Comfort Systems. Tune in for insights on balancing value and growth with core quant factors!

Jay Mintzmyer, a shipping sector investor and founder of Value Investor's Edge, dives into the shipping market outlook for 2026. He emphasizes the significance of focusing on quality investments and discusses strategies to navigate downturns. Mintzmyer spotlights Cmb.Tech as a top pick due to its dry bulk potential and analyzes how easing geopolitical tensions can shift the market positively. He also cautions against chasing high dividend yields without assessing sustainability, while stressing the importance of reflecting on past investment successes and mistakes.

Dan Rayburn, a streaming and media industry analyst, delves into crucial insights on investing in streaming services. He emphasizes the importance of focusing on concrete financials over speculation, especially concerning major deals like Warner Bros and Netflix. Rayburn discusses the fragmented nature of NFL streaming and critiques the lack of standardized metrics for assessing sports viewership. He urges investors to prioritize key metrics like profitability and content spend. Finally, he redefines 'TV' as a user-perceived concept, highlighting the diverse strategies of major platforms.