Investing Experts

Joe Albano shares with investors how he quantifies tech stocks, specifically Nvidia, and why charts don't owe fundamentals anything (0:35). Super Micro Computer and Zscaler concerns; Micron setup (4:15). This is an abridged conversation from a recent episode.Subscribe to Joe's Tech CacheShow Notes:AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To ReturnsNvidia earnings grades and estimatesEpisode 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 joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single country ETF versatility (15:10). Playing defense within tech (20:25). Dissecting 2 Bitcoin ETFs (26:35). Focusing on ignored stocks (29:15).Show Notes:EWW: No Wall Of Worry Here, Mexico ETF Still Looking UpSungarden Investment PublishingUpside/Downside Tug Of WarBrown & Brown: Underwriting Strong Returns For ShareholdersEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Investor Julian Lin discusses Reddit as his top conviction idea post-IPO quiet period. Analysts' opinions vary, comparing Reddit to Meta. Reddit close to profitability, Sam Altman's involvement noted. Analysis of tech companies' performances and valuations, including revenue metrics and monetization strategies.

Rob Isbitts, Founder of Sungarden Investment Publishing, discusses the end of the easy money era and market risk strategies. Topics include building a 40-name portfolio, using options as a retail investor, and the vulnerability of covered call ETFs.

Seeking Alpha's Head of Quantitative Strategies, Steven Cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent decline (18:50). Meta looks to be much stronger story (27:55). Microsoft not as attractive; strong buy on Google with some concerns (33:05). Amazon, Apple and Nvidia (36:40). This is an excerpt from a recent webinar: Quant Research - Earnings Preview Of The Mag 7 (full video with slides).Show Notes:Magnificent 7: Earnings Preview (SA Quant)Toyota Trumps TeslaWall Street Brunch: Megacaps Highlight Big Earnings WeekTop 10 Stocks For 20242023: META Could See Another 70% DownsideEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10).Subscribe to Don's Gold & Silver Mining IdeasShow Notes:Jaguar Mining: An Undervalued Mid-Tier Gold ProducerGDX Vs. GDXJ: Which One Is Better?Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFsGold, Silver And Why All Mining Stocks Are Speculative Investments With Don DurrettEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Joe Albano, Founder of Tech Cache, shares insights on AI mainstreaming, tech stock quantification, AI layers, and his hot take on Google/Alphabet. Discussion includes market correction predictions, taking profits in the tech sector, exploring tech tiers, AI applications, and Google's challenges. The podcast highlights the importance of fundamental and chart analysis in tech stock investing.

Courage & Conviction Investing shares why the market doesn't understand Vroom and Carvana (0:45). BuzzFeed dumpster diving (6:05). Betting against the shorts with Encore Wire (14:00). This is an abridged conversation from a recent Investing Experts episode.Subscribe to Courage & Conviction Investing's Second Wind CapitalShow Notes:Carvana Co.: Cracking The Code (Part 2 - The Contrarian Bull Case)Encore Wire: Raising My Price Target To $300, As The Shorts Are Trapped'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction InvestingEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

CashFlow Hunter on 3M's challenges and healthcare spin-off (2:20). Why New York Community Bank is an extremely interesting long (16:30). Bitcoin miner Iris Energy - management has done a horrendous job (32:30). Another interesting pair trade (35:50).Subscribe to CashFlow Hunter's Catalyst Hedge InvestingShow Notes:3M's Spin-Out Of Solventum - My Thoughts On The Newco And The OldcoNew York Community Bancorp: Follow The Smart (And Connected) MoneyHow To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play Episode transcripts with commentsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Amrita Roy, The Pragmatic Optimist, joins Rob Isbitts to discuss why she's neutral on S&P 500 right now (2:25). Short-term interest rates have peaked, long-term rates should normalize; bullish on TLT (6:15). Macro investing, equity selection: Zscaler, GitLab, and Pinterest (17:40).Show Notes:GitLab Presents A Great Buying Opportunity Post Earnings Sell-Off (Rating Upgrade)Pinterest: A Great Dip-Buying Opportunity Amidst Strong FundamentalsZscaler: Stronger Margins And Wider Enterprise Adoption Will Drive Sustainable Gains In Market ShareEpisode transcripts with commentsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions