Investing Experts

Courage & Conviction Investing, an expert in small cap strategies, discusses the importance of staying hungry and foolish as a small cap investor. They share their bullish position on Advanced Emissions Solutions and strategies for companies like Red Robin, Farmer Brothers, Daktronics, and Yield10 Bioscience.

Rob Isbitts, an expert in option-infused, covered call ETFs, discusses the advantages and limitations of stocks. He explains how to use covered call ETFs and emphasizes the importance of having a plan for bad markets. The podcast explores the rise of covered call ETFs and introduces the 'ETF Yourself' website for market analysis and research.

Alan Brochstein and Julian Lin talk cannabis investing timelines and federal legalization headlines (1:40), preferring REITs and Canadian LPs to US operators (6:30), properly valuing stocks and debt concerns (12:00). This is an abridged version of our recent conversation, Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs.Subscribe to 420 InvestorSubscribe to Cannabis Growth InvestorTranscripts on Seeking AlphaShow Notes:Beaten-Up Hydrofarm Stock Is Cheap And Could Increase SignificantlyCannabis stocks extend rally amid positive news on regulatory front2 Cannabis Stock PicksBeware Canada 2.0Cannabis Investors, Fake It Till You Make ItNot Necessarily Time To Buy Cannabis Stocks - Alan BrochsteinCuraleaf Could Fall To $2For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

CashFlow Hunter returns to discuss 3M, its settlements and why he's short the stock (1:15) and why he's so positive about Iris Energy (27:10).Subscribe to CashFlow Hunter's Catalyst Hedge InvestingTranscripts on Seeking AlphaShow Notes:How To Short Stocks; Bitcoin Miners, Energy Picks And A High Conviction Play With Kirk Spano And CashFlow Hunter3M Bull/Bear Thesis With CashFlow Hunter And Brett Ashcroft Green3M: Potential Ear Plug Settlement At Low End Of Estimates Does Little To Address Major RisksIris Energy: The Reasonable And Renewable Play On BitcoinIris Energy: Nvidia Chip Purchase Signifies Entry Into AI/High Performance Computing SpaceFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Rob Isbitts and Matthew Tuttle talk market crosswinds (0:30), whether it matters if September's historically bad (9:35) and Nasdaq versus the rest of the market (19:25).Transcripts on Seeking AlphaShow Notes:Chart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much?SPY And S&P 500: Big Short 2? Path To 3,000 Easier Than It SeemsXHB: Sell Rating Issued, As Homebuilding Risks RiseQQQ And QQQM: Best And Worst Of The Magnificent 7 (Technical Analysis)Jerome Powell's Speech At Jackson Hole Just Made PSQ A Strong BuyFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

The key to investing success is being wrong a lot, says Rob Isbitts and Matthew Tuttle (0:35). Dead money and lost opportunity costs (2:20), S&P 500 + NASDAQ risk, looking at gold miners (6:00) and real life examples of portfolio allocation (12:15).Show Notes:S&P 500 Could End Full-Year 2023 In The Red: How To Capitalize (Technical Analysis)Jerome Powell's Speech At Jackson Hole Just Made PSQ A Strong BuyChart Watching + Does Stock Market History Rhyme, Repeat Or Not Matter That Much?Selling Time? Oil, Inflation, Debt Concerns And A T-Bill PortfolioPortfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew TuttleTranscripts on Seeking AlphaFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Alan Brochstein and Julian Lin join us to discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45).Subscribe to Julian's Cannabis Growth InvestorSubscribe to Alan's 420 InvestorShow Notes:Innovative Industrial: Top Cannabis Pick With 9% Dividend YieldMasterClass In Cannabis Investing ReduxTop Cannabis Picks To Buy And Celebrate 4/20: MSOS And NewLake CapitalNot Necessarily Time To Buy Cannabis Stocks - Alan BrochsteinOrganigram Is Still My Favorite Cannabis StockCuraleaf Could Fall To $2Trulieve Offers An Excellent EntryTranscripts on Seeking AlphaFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Steven Cress, head of Quantitative Strategy at Seeking Alpha, discusses the recent pullback in AI stocks, Nvidia's value metric, top buy-the-dip opportunities, and how Quant Ratings detected Foot Locker's problems.

Matthew Tuttle on reading and reacting to the markets and why he's not currently holding any positions overnight (0:50). Rob Isbitts encourages investors to pay attention to the rhyme of market history (3:20). 3 single inverse ETFs for profit and protection (11:00). Intraday and longer-term chart watching (15:00).Show Notes:Selling Time? Oil, Inflation, Debt Concerns And A T-Bill PortfolioNavigating The Bond Market: Yield Curve, Options And Investment Strategies From Matthew Tuttle + Rob IsbittsPortfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew TuttleEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Chris DeMuth Jr. returns to talk the state of the markets (2:20) M&A, deal financing and arbitrage. (5:50) Activision, Microsoft, the FTC and why Chris sees the deal closing (15:40) Opportunity today is in energy, especially oil and gas (24:30) Update on Innovate, a long-term hold (33:45).Episode transcriptsChris' investing group, Sifting the WorldShow Notes:A New Trade Alert With Chris DeMuth Jr. (Sifting The World)FTC Vs. Microsoft: FTC WinsMicrosoft, Activision, And El DiabloActivision Calls Could Pop But...For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)