Investing Experts

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.

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.