Investing Experts

Steven Cress, Vice President of Quantitative Strategies at Seeking Alpha, shares his expert insights on top dividend stocks for 2025. He highlights the resilience of dividend stocks and their strategic importance in market fluctuations. Cress discusses firms like NewLake Capital Partners and Clorox, citing their safety ratings and profitability. The conversation also delves into Northrop Grumman's impressive backlog and compares Philip Morris with Altria for diversified yields. Tune in for a treasure trove of investment wisdom!

Grant Cardone, a self-made entrepreneur and real estate mogul, shares insights on building wealth through strategic investing. He argues against diversification, favoring larger investments like commercial properties. Grant dives into the rise of memecoins and critiques the traditional views on residential real estate. He also unveils his new Bitcoin fund, emphasizing the integration of crypto with investment strategies. His journey from financial struggles to success highlights the transformative power of self-directed investing.

Kirk Spano, an expert investor and author known for his incisive market analyses, dives into the complexities of the current economic landscape. He forecasts potential dislocations driven by federal deficits and aging demographics. Spano also discusses how AI may reshape work without causing mass unemployment, suggesting it could lead to shorter workweeks. He explains his strategy of selling big pharma stocks while addressing the implications of liquidity on market dynamics, highlighting his shift to covered calls in uncertain times.

Sylvia Jablonski, CEO and CIO of Defiance ETFs, sheds light on the vibrant world of ETFs and the innovative strides made in 2024. She explores emerging trends, including quantum technology and thematic products. The discussion dives into the appeal of single-name leveraged funds, particularly amidst market volatility. Jablonski also touches on notable investments like MicroStrategy's pivot into crypto, the implications of dividend strategies, and the generational shift in investment approaches, making it a fascinating listen for finance enthusiasts.

Matthew Tuttle talks to Rob Isbitts about Wall Street's selfishness problem (0:45). What problem ETFs solved and why they're the next logical evolution for mutual funds (4:30). Levered and inverse ETFs and sustaining interest (7:40). Active management and where alpha can be found (11:40). Hedges, edges, asymmetry and themes (15:30).Show Notes:Busting Today's Market Myths With Matthew Tuttle And Rob IsbittsThe New Trading Frontier: How AI Keeps You One Step AheadThe Key To Investing Success Is Being Wrong A LotTuttle Capital ManagementRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Steven Cress, a quant titan renowned for his sharp investment insights, dives into his top stock selections for 2025. He highlights Celestica and its strong fundamentals, alongside Intapp’s impressive liquidity. His top pick? Credo Technology Group, which stands out for its growth potential. Cress emphasizes the importance of valuation metrics like PEG and sheds light on why some metrics matter more than others. With a blend of data and qualitative analysis, he navigates the paths to smart investment choices.

Tom Majewski, Founder and CEO of Eagle Point Credit Company, dives into the world of CLOs and income generation. He shares insights on their two funds, emphasizing their different risk profiles and income strategies. The podcast discusses the recent influx of ETFs for CLOs and historical cash flow patterns that shape investment decisions. Majewski also explains his firm's innovative management fee structure, designed to prioritize shareholder benefits, alongside an intriguing approach towards venture loans that highlight attractive return potential.

Shipping expert J Mintzmyer returns to update investors on his top stocks for 2025. Why invest in shipping? (1:45) Top tanker pick is International Seaways (15:15). Star Bulk Carriers, top dry bulk stock (25:40). Hedging geopolitical risks (34:00). Why ZIM is currently more of a trade than an investment (37:05). Watch the full video with slides.Show Notes:International Seaways: Tanker Market Updates, Seasonal Upside AheadDry Bulk Market Update: Star Bulk Carriers InterviewJ Mintzmyer's Note Of Caution On ShippingRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Kirk Spano, a savvy analyst, dives into why Pfizer is poised to be a major player in the AI revolution, especially in cancer treatment. He shares compelling insights on utilizing cash-secured puts as a strategic trading method, highlighting Pfizer's strong market positioning. Spano also discusses advanced investment strategies and the shift in private equity towards AI and renewable energies. He emphasizes the critical importance of margin of safety in investing, using Pfizer's case to illustrate effective analysis and decision-making.

Brian Bollinger, a dividend investing expert and founder of Simply Safe Dividends, joins Rob Isbitts for an enlightening discussion. They delve into the evolution of dividend investing, the critical importance of assessing dividend safety, and navigating corporate communications regarding dividends. The duo analyzes big names like Verizon and McDonald’s, offering insights into maintaining a steadfast dividend portfolio and coping with market changes. They also share their personal investment philosophies and how passion can drive financial success.