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Investing Experts

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Oct 31, 2023 • 17min

Brad Thomas laser focused on earnings and REITs

Real estate expert Brad Thomas discusses the fundamentals of REITs and why it's a good time to invest in them. He shares his favorite picks, including Mid-America, American Tower, Crown Castle, and Prologis, emphasizing the importance of earnings and dividends in predicting market prices. The speakers also analyze the impact of interest rates and the cost of capital on real estate companies, emphasizing the need for positive earnings growth and quality management.
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Oct 26, 2023 • 21min

U.S. oil & gas is a good bet - Jennifer Warren

Energy expert Jennifer Warren on why U.S. oil and gas looks like a safe bet (1:30) recent industry M&A, sensible consolidation and correcting false narratives (12:40). This is an excerpt from U.S. Oil And Gas Echoes Macro And Geopolitical Environment (Video).Episode transcriptsShow NotesFrom FAANG To FANG?: Economic Clarity Sought (Video)Market Celebrates Artificial Intelligence (Video)Reset And Regenerate: Themes After The Fed Conference (Video)Energy, Tech And AI: Use Cases And MarketsThe Prize Of The Permian: Influencer Pioneer Natural Resources (Video)Exxon confirms deal to buy Pioneer Natural Resources for $59.5B in stockChevron to buy Hess in $53B deal to boost production and free cash flowFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Oct 24, 2023 • 16min

Courage & Conviction Investing on Farmer Bros, Red Robin and Yield10 Bioscience

Courage & Conviction Investing details how you know you're in a small cap stock for the right reasons using Farmer Brothers (NASDAQ:FARM) as an example (0:45). Why he likes Red Robin Gourmet Burgers and binary bet, Yield10 Bioscience (6:30). This is an abridged version of our recent conversation 'Stay Hungry, Stay Foolish' Small Cap Strategies'.Show Notes:Red Robin: Another Beat And A RaiseSmall Cap Alpha, Commodity Danger And Advanced Emissions Solutions With Courage & Conviction InvestingRed Robin Gourmet Burgers' Impressive Turnaround Momentum Could Torch The ShortsSubscribe to Second Wind Capital by 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
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Oct 19, 2023 • 18min

High moat companies and Mexico's long-term story with Ian Bezek

Ian Bezek explains why he favors high moat companies (2:00), why alcohol stocks are interesting (5:20) Mexico's long-term story (6:40) Argentina always a trade, never an investment (12:10).Subscribe to Ian's Inside CornerShow Notes:Grupo Aeroportuario del Pacífico: It's Time To Buy This DipGrupo Aeroportuario Del Sureste: New Tulum Airport Isn't A Major Competitive ThreatMexican Stocks Hit 8-Year Highs, I Remain BullishMcCormick Q1 Results: Slump Is Over, Shares Are A Strong BuyEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Oct 16, 2023 • 19min

Reasons to be cautiously optimistic about cannabis

Jesse Redmond on why it makes sense to be cautiously optimistic about the cannabis industry (0:55), investors' risk appetites, timeframes and political catalysts (2:40). Will will see M&A in the space? (7:40) Unpacking cannabis ETFs (14:25). This is an abridged conversation from Seeking Alpha's recent Cannabis Investing Podcast.Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Oct 9, 2023 • 7min

Interest rates and regional banks' potentially problematic earnings with CashFlow Hunter

CashFlow Hunter discusses regional banks' potentially problematic earnings and whether the Fed will be lowering interest rates aggressively next year. This is an abridged version of our recent conversation, Why CashFlow Hunter Remains Short 3M And Long Iris Energy.Subscribe to Catalyst Hedge InvestingEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Oct 5, 2023 • 20min

Dividend picks for a stock market dip with Steven Cress

Steven Cress, head of Quantitative Strategy at Seeking Alpha discusses his latest screen of the best dividend stocks for when the markets are sliding. We talk about why it's important to focus on dividend growth and safety (4:00), why dividend stocks are still attractive when money market yields are so high (7:55) and hone in on four stock picks (10:40).Show NotesDive Into Dividends: 14 Must-Have Stocks When Markets DipEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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Oct 3, 2023 • 40min

Gold, silver and why all mining stocks are speculative investments with Don Durrett

Don Durrett joins the show to discuss his approach to investing in gold, silver and mining stocks (1:45), why the macro picture supports gold (8:30) when owning ETFs make sense (12:35) what keeps him concerned about the sector (15:25) and why investors should be stacking silver (25:10).Subscribe to Don's Gold & Silver Mining Ideas (Free 14 day trial!)Transcripts on Seeking AlphaShow Notes:My Top 50 Optionality Plays For Gold And Silver MinersAvino Silver & Gold Mines: A Highly Undervalued Mid-Tier Silver ProducerLaunching Gold & Silver Mining Ideas: Long-Term Picks From The Precious Metals Mining SpaceBest Of The Best List: My Favorite Gold And Silver Mining StocksFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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Oct 2, 2023 • 43min

J Mintzmyer unpacks cyclical and fickle shipping sector

Shipping expert J Mintzmyer catches us up on the cyclical and fickle sector (1:00), why he likes tankers, specifically Scorpio (STNG) and Tsakos (TNP) (17:30), and how macro concerns are weighing on stocks (25:35).Subscribe to J's Value Investor's EdgeTranscripts on Seeking AlphaShow Notes:Why I Am Very Bullish On Selective Tanker StocksTop Picks For Today's Product Tanker MarketWebinar Replay: Supply Chain And Shipping Stocks For 2023Free Webinar Video And Final Free Trial In 2023Top Picks In Maritime ShippingFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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Sep 28, 2023 • 37min

Energy exposure, uranium dry spells, bullish on SHF Holdings

Chris DeMuth Jr talks energy and why it's his biggest sector exposure (1:20), his thoughts on uranium's huge dry spells (15:20) and why he's bullish on SHF Holdings (22:45).Subscribe to Chris' Sifting The WorldEpisode transcripts on Seeking AlphaShow Notes:Why Chris DeMuth Jr. Likes Activision, Oil & Gas + InnovateOpportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.Top Rated ETFsSifting The World Day OneChris DeMuth Talks Cannabis, SAFE Banking + SHF HoldingsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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