Investing Experts

Seeking Alpha
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Dec 26, 2023 • 13min

Julian Lin on Palantir, Google, Meta and Apple

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
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Dec 21, 2023 • 43min

Using technicals to assess market risk with Rob Isbitts

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.
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Dec 20, 2023 • 1h

Exciting time for streaming sports, but broadcast + pay TV aren't dead - Dan Rayburn

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
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Dec 17, 2023 • 11min

J Mintzmyer's 2 Favorite Tankers

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
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Dec 7, 2023 • 29min

Avi Gilburt on bond market crash signals; does market get 1 more high?

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.
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Dec 6, 2023 • 41min

Only thing that matters is price; Nasdaq has further to go - Alex King, Cestrian Capital Research

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
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Nov 30, 2023 • 39min

Not a bubble! Julian Lin on tech's profitability and reasonable valuations

Julian Lin shares his thoughts on finding dividend stocks in this environment (2:00). Tech stock valuations becoming less compelling, but don't call it a bubble (7:45) Controversial Palantir - legitimate reasons to be optimistic (14:20) Why Meta and Alphabet are Julian's top tech picks (19:00) A mistake to think NVIDIA is part of AI bubble (29:00).Subscribe to Julian's Best of Breed Growth StocksShow Notes:Palantir: The 'Nvidia Moment' Is ComingNvidia: This Is An 'Apple Moment' With Blackberry Consequences (Rating Upgrade)AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk SpanoPalantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor DergunovSam Altman Returns As OpenAI CEO With New BoardEpisode 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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Nov 27, 2023 • 11min

Gold & Silver: Don Durrett's 3 easy picks, 2 favorites and 4 ETFs

Gold and silver expert Don Durrett shares 3 'easy' picks (0:36). Unless you want to own 25 stocks, it makes more sense to own 4 sector ETFs (4:05). Don's two favorite miners (6:15). This is an abridged version of our recent conversation.Show Notes:Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don DurrettBest Of The Best List: My Favorite Gold And Silver Mining StocksSubscribe to Don's Gold & Silver Mining IdeasEpisode 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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Nov 21, 2023 • 29min

Portfolio construction, options and covered call ETF vulnerability

Explore portfolio construction strategies with a focus on ETFs, treasuries, and T-bills. Learn about the risks associated with covered call ETFs and the potential vulnerabilities in the market. Gain insights into investment choices and the importance of diversification in managing market risks.
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Nov 16, 2023 • 25min

CPI disappointment, cooling economy, recession ahead? With Mott Capital

Recession ahead? Michael Kramer, aka Mott Capital, explains why he's disappointed by this week's CPI report (0:55) and whether we're at a reckoning point with economic data (4:00). When credit spreads begin to widen higher levels of implied volatility follow (9:00). Staying defensive amidst market froth (12:45).Show Notes:Retail relief rally picks up after the CPI report shows consumers may be finally getting a breakOctober CPI Data Comes In SoftThe CPI Report May Deliver A Massive Surprise To The MarketGet your free trial for Michael's Reading The Markets.Episode transcriptFor 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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