Investing Experts

Christine Mastandrea, COO of Whitestone, talks retail, interest rates and how it's affected the REIT sector (1:20). The death of retail has been greatly exaggerated (3:00). Geographic trends and gateway cities (6:00). Laddering out maturities, flexibility in navigating macro environment (13:40). Contextualizing WSR's dividend strength and growth (16:50). Strategizing for 2025 (19:05). The right REIT Metrics (23:00).Show Notes:Federal Reserve sees fewer rate cuts in 2025 with dot plot revised upBlack Friday And The American ConsumerWhitestone REITRead the transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Kirk Spano, an investment expert and author known for his bullish outlook, shares insights on Bitcoin's skyrocketing relevance and its role as a hedge against economic instability. He discusses the impact of Bitcoin ETFs and growing institutional interest, alongside strategies like options selling to navigate market uncertainties. Spano highlights economic positives for 2025 while cautioning about volatility, using Pfizer as an example of a strong investment in today's landscape. He emphasizes long-term thinking and the potential of clean energy investments.

Steve Kress, Vice President of Quantitative Strategies at Seeking Alpha, shares his insights on the stock market for 2024. He discusses his top ten stock picks, highlighting the staggering 907% YTD growth of AppLovin. The conversation dives into the pitfalls of underperformer Dorian and the volatility of the Magnificent Seven stocks. Kress also emphasizes the importance of value stocks and hybrid investment strategies, as well as the relevance of evolving market trends and quantitative methods in guiding future investments.

Jonathan Faison, who leads the ROTY Biotech Community on Seeking Alpha, shares why he believes Tarsus Pharmaceuticals and SpringWorks Therapeutics are his top investment picks. He discusses Tarsus's drug Xdemvi, which targets demodex blepharitis, and SpringWorks’s promising treatment for desmoid tumors, Oxivio. Faison also dives into the inherent risks in biotech investments, particularly the competitive landscape surrounding Mirdametinib versus more established players like AstraZeneca, highlighting the unique challenges faced by smaller firms.

Courage & Conviction Investing dives into the intriguing world of micro-cap stocks, spotlighting Cineverse, a company making waves with its ownership of 'Terrifier 3.' The guest highlights Cineverse's financial health and market potential, emphasizing the importance of thorough research in niche investments. Expect insights on how this hidden gem stands out in today's market landscape, making it a compelling opportunity for savvy investors.

Dan Malone, a financial advisor and accountant based in Dublin, shares his expertise on passive investing in Ireland, known as the ETF capital of Europe. He discusses the shift toward index funds and the surge of asset managers in the country due to favorable tax treaties with the U.S. He highlights the potential of undervalued Irish banks and the extreme taxation challenges faced by local investors. Malone emphasizes the importance of early financial planning to prepare for retirement, advocating for a cultural shift in how investing is discussed in Irish society.

Dividend investing offers intriguing possibilities for long-term wealth. The discussion emphasizes the importance of focusing on companies with strong free cash flow, like Visa and Meta. Myths surrounding sequence risk and tax advantages are debunked, providing clarity for investors. The podcast also sheds light on evaluating dividend growth stocks and understanding the implications of dividend changes. Historical payments reveal management's confidence, highlighting a strategic approach to building income over time.

Kyle Brown, CEO of Trinity Capital, shares insights on their unique approach as an asset manager within the Business Development Company structure. He discusses the importance of dividend stability and growth, alongside critical financial metrics like NAV, EPS, and ROE. Kyle highlights the recent stock buyback strategy and emphasizes the significant role of private credit and liquidity in the current market. He also delves into Trinity's focus on maintaining attractive valuations amidst economic shifts, making it a compelling choice for investors.

Jonathan Faison, a biotech investing expert and leader of the ROTY Biotech Community on Seeking Alpha, shares his methods for navigating the volatile biotech sector. He discusses how to identify potential winning stocks amidst fluctuations. The conversation dives into recent challenges in the market, the strategic importance of sector ETFs, and updates on key companies like Sutro Biopharma and Voyager Therapeutics. Faison emphasizes the value of community in investing, highlighting how shared insights can enhance decision-making in the complex biotech landscape.

Daniel Snyder, a renowned contrarian investor known for his small-cap strategy, shares his investing wisdom. He discusses why he confidently supports companies like Carvana and Zeta, revealing the significance of consistency in his portfolio. Snyder highlights the surprising 10% dividend from CuriosityStream and expresses excitement about BuzzFeed's potential. He also explores the airline industry's challenges, particularly Spirit Airlines and Mesa Air, while emphasizing the need for a disciplined approach in navigating volatile markets.