KCI Research runs The Contrarian and is mainly focused on commodity and value oriented investments but sees opportunity anywhere (2:20). How to capture alpha as a contrarian - don't chase performance (4:45) REITs, yield and interest rates in 2024 (10:25) How to know when to get out of a stock (16:20). Advice for dividend investors (19:40).Episode transcriptsShow Notes:Antero Resources: Buy The Forgivable DipRealty Income Shares Have Gone Nowhere For 7 Plus Years - Still Not Done UnderperformingRealty Income Corporation: Even More Extravagantly OverpricedFor Those Investors Stuck On Yield, 2023 Was OpportunisticFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Chris DeMuth Jr. is still really bullish on the commodity uranium (0:56) and cannabis fintech company SHF Holdings (5:24). He also shares 3 new litigation ideas for investors (8:50).Subscribe to Chris' Sifting The WorldEpisode transcriptsShow Notes:SHF Holdings: My One StockChris DeMuth Jr. On Energy Exposure, Uranium's Dry Spells, SHF Holdings BullishnessChris DeMuth Talks Cannabis, SAFE Banking + SHF Holdings2024 - Liquidia, Burford, And RoivantFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Avi Gilburt talks TLT 2024 targets and what's taking shape in treasury market (0:25). Why he's bullish on the metals; will silver outperform gold? (3:45) This is an abridged version of a recent conversation.Subscribe to Avi's The Market Pinball WizardEpisode transcriptsShow Notes:Gold: Ready For Blast-OffSentiment Speaks: The Fed Is Going To Put A Big Hurt On Everyone In 2024Sentiment Speaks: Major Market Move AheadGold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Dan Rayburn on why Netflix's recent data release is more useless than unprecedented (0:20) and why NFLX is still the industry's gold standard (4:35). This is an abridged version of two recent conversations.Episode transcriptsShow Notes:Netflix reveals what we watched & for how long with new data setDisney, Warner Bros. among those to feel 'direct consequence' of Hollywood strikes in 2024Amazon Prime is getting ads. How does it stack up versus the other streamers?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's favorite tech stocks. Palantir is a controversial stock with potential for growth. (0:40) Why Meta Platforms and Alphabet are Julian's top picks. (5:10) Will Apple develop its own search product? (10:00) This is an abridged version of a recent conversation.Subscribe to Julian's Best of Breed Growth StocksShow Notes:Palantir: The 'Nvidia Moment' Is ComingGoogle: One Of My Top Picks For 2024Julian Lin on Seeking AlphaEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Rob Isbitts, a savvy market strategist, shares his insights on the economic landscape as 2023 wraps up. He discusses how government debt influences market dynamics and the impact of interest rates on investment behavior. Listeners learn about the challenges facing small-cap stocks and why technical analysis is crucial for navigating market volatility. Isbitts also emphasizes personalized investment strategies, advising on the best ETFs tailored to individual financial situations as he looks ahead to opportunities in 2024.

Dan Rayburn says it's an exciting time for streaming sports, but streaming won't replace broadcast or pay TV (0:45) Dearth of data from sports leagues (11:40) Netflix's 'useless' release (21:25) Upcoming NBA and Formula 1 deals (26:00) Disney, ESPN, Apple, Google and Amazon (33:00).Episode transcriptsShow Notes:Streaming Reality Vs. Fantasy With Dan RayburnBreaking Down Paramount's Finances: Not Going Bankrupt But Balance Sheet Could Be BetterNetflix reveals what we watched & for how long with new data setFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Why shipping expert J Mintzmyer really likes tankers (0:30) and specifically his two favorites, Scorpio Tankers and Tsakos Energy Navigation (2:15). What happens if there's a recession? (8:40) This is an abridged version of our recent conversation.Subscribe to J's Value Investor's EdgeEpisode transcriptsShow Notes: Tsakos Energy Navigation: Low Valuation With Significant Upside PotentialFree Webinar Video And Final Free Trial In 2023Today's Best Picks In Shipping Markets For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Financial analyst Avi Gilburt analyzes the start of a major bear market and wonders if the market will reach a higher high. They discuss pullbacks, retail investor advice, and portfolio positioning. The bond market and TLT are analyzed, predicting a rally into 2024 and potential crash. Identifying downside risks and the impending bank crisis are emphasized. Caution in the market, the next few weeks, and seeking professional advice are highlighted.

Cestrian Capital Research's Alex King on this hated bull market and why the only thing that matters is price (1:10). Technical analysis, Elliott Wave and Fibonacci charts; base case on QQQ (7:00) Still bullish on Intel despite pretty awful financials (11:30) Nvidia, Palantir, what's really happening with AI mania and why it's not a bubble (15:05). How to use ETFs (22:50).Subscribe to Alex's Growth Investor ProShow Notes:The Long Bull Market To ComeNvidia In Transition: We Rate At 'Accumulate' Between $100-$154/ShareThe Federal Carrier Wave Continues To Drive Intel Stock HigherTech Volatility Is A Feature Not A Bug - Alex King (Growth Investor Pro)Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions