Investing Experts

Steven Cress, SA's Head of Quantitative Strategy, reveals top 10 stocks for the 2nd half of 2024, including Hercules Capital and SPX Technologies. They discuss strong buy ratings for Kirby and General Motors and growth potential of SilverCrest Metals. PDD Holdings shines for high growth, while Super Micro Computer emerges as a top pick. The podcast offers valuable insights for investors seeking stock recommendations.

Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).Show Notes:Letter from the Chief Investment Officer: City of Lights, Market of OpportunitiesPowell Says Inflation Isn't The Only ConcernSA Sentiment sees rate cuts starting in September3Q24 MARKET OUTLOOK: CITY OF LIGHTS, MARKET OF OPPORTUNITIESEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Financial expert Steven Bavaria delves into income generation strategies, emphasizing high yielding asset classes like closed-end funds. He contrasts credit oriented investments with dividend stocks and discusses model portfolio allocation. The podcast explores the pros and cons of REITs and real estate in a volatile market, offering insights into specialized credit type investments for higher yields.

Guest Jonah Lupton shares his investing strategies: separating great companies from great stocks, fundamentals over technicals (except for swing trades). Discusses why Nvidia is still a top AI play and debates if Tesla is overvalued and potential collaboration with Uber.

Head of Quantitative Strategies Steven Cress shares his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (11:50). MGM earns the 3rd pick and shows the importance of digging into underlying metrics (23:50). This was originally published as a webinar.Check out Alpha PicksShow Notes:Top 3 Travel Stocks (SA Quant)Global airline revenue expected to reach nearly $1 trillion in 2024Top 4 July Stocks: Hot Month For S&P 500Everything churning in the right direction for cruise industryEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market (0:50). Nvidia's upside volatility and why it has further to run (3:45). What he really likes about ETFs; favoring leveraging and hedging (18:30). Money coming into Apple (23:20). Get $100 off Growth Investor Pro Basic, now on sale for $199!Show Notes:Don't Fear Leveraged ETFs Like TQQQ - Learn To Hedge InsteadApple, We Believe, Can Reach $328/Share Tech Volatility Is A Feature Not A BugHow To Beat The S&P 500 Using The S&P 500Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Hoya Capital's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30).Learn more about Hoya Capital Income BuilderShow Notes:State Of REIT Nation: Waiting At The BottomREITs said to have reported a surge in capital raising activities in MayConsumer Shows StressNewLake Capital, IIPR And Cannabis REITsEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here.J Mintzmyer's Value Investor's EdgeShow Notes:J Mintzmyer On Red Sea Disruptions And 2 Key Shipping SegmentsMay's CPI cools more than expected, with core CPI rising 3.4% Y/YJ Mintzmyer's Note Of Caution On ShippingEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Financial expert Michael Kramer from Mott Capital Management discusses market anxiety for the 2nd half of the year, focusing on Nvidia's impact. Talks about Fed rate cuts and risk repricing, implications for bonds, and strategies for navigating volatility with cash and high-quality stocks.

Live from Seeking Alpha's 1st ever Investing Summit, Joe Albano and Logan Kane discuss AI software tiers and behavioral finance (0:25). Nvidia in the near-term (2:05). Is the market frothy and will the Fed cut rates? (3:00)Subscribe to Joe Albano's Tech CacheShow Notes:Switzerland Cuts Rates Again As Fed Holds SteadyAI Tiers And Taking Profits In TechBank of Canada cuts rates for the first time in four yearsEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions