Investing With IBD

Nina Deka, Senior Research Analyst at ROBO Global, rejoins the show to talk about innovations in health care technology and the companies leading the charge. Labor shortages in skilled personnel and inflationary costs are just two reasons the area is ripe for disruption with automation and digitization. Then there are breakthroughs in treatments and therapies from liquid biopsy to synthetic biology that are elevating the importance of precision medicine. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

We take a look at one of the worst bear markets in history (2000-2003) to gain perspective on the spate of failed follow-through days in the current market. How do you minimize the pain of the follow-through days that fail? More importantly, how do your prepare yourself to be there when the market finally does turn? There are over 20 examples covered. Plus we also look at a few stocks setting up like Centene (CNC), McKesson (MCK) and Service Corp (SCI). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Richard Moglen, Director of Education at TraderLion, rejoins the show to talk about the importance of studying history in the markets to plot a course of action. But knowing the history isn’t enough. You also need the discipline to apply those lessons. Through patience and discipline, Moglen shares how he avoided the downturn. Though mostly on the sidelines, he shares some stock ideas like United Therapeutics (UTHR), Enphase (ENPH) and Credo Tech (CRDO). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Vernon Bice, a portfolio manager at Lord Abbett, rejoins the show to talk about what feels familiar about the current correction. With a mandate to remain invested, he discusses separating watch lists into hunting versus hiding lists. Bice also shares statistics of past corrections and why it makes him optimistic for the next round of innovation. Finally, a look at sectors like SPDR S&P Biotech ETF (XBI), SPDR Health Care (XLV) and Invesco Solar (TAN). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Simon Erickson, CEO of 7investing, rejoins the show to talk about rate hikes, recession fears and what that means for stocks. Rather than doom and gloom, he’s bringing fundamental analysis to find opportunities, competitive advantages and value in balance sheets. Erickson also talks about the semiconductor stock including ASML (ASML), Taiwan Semiconductor (TSM), Advanced Micro Devices (AMD) and a possible comeback for Intel (INTC). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Caruso, President of Caruso Insights, rejoins the show to talk about using expected returns. Even in looking at market action, it's a good reminder that you can get outsized returns from your individual stocks. But your expected returns need to be high enough in relation to your risk in order to have success. We also take a look at the bull market in oil and gas stocks including Patterson-UTI Energy (PTEN), biotech Halozyme and Box (BOX) in tech. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Market indexes keep going lower so is it time to lose hope? We visit some of the worst bear markets over the last 100 years for insights on how to handle bear markets and how they look as they turn around. We also spend a lot of time on the current market as it sets up for a potential follow-through day. Also discussed are the stocks bucking the market trend including: Western Midstream (WES), Southern (SO), and World Wrestling Entertainment (WWE). For more episodes, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Chanin, CEO of ProcureAM, discusses the opportunities in space and how it matters for Ukraine. From satellites of Maxar (MAXR), to the United Launch Alliance of Lockheed Martin (LMT) and Boeing (BA), there's a lot happening beyond the headlines of SpaceX and Blue Origin. Chanin also talks about ETF construction principles to ensure you are investing in what you think you are. We also breakdown the market action and whether this rally can survive. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Roppel talks about what it takes to survive a correction. Patience and discipline keep you from riding losing stocks down as they get destroyed. But don't forget about the opportunity that comes after corrections, especially in new names. Staying engaged prepares you for the eventual upturn but you don't have to be first to make a fortune. Roppel talks about some of the stocks that got hit hardest and notes the strength in inverse ETFs. For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Gessel takes a look at a few past corrections and what the winning stocks looked like as the market had its follow-through day. The relative strength line is one of the striking features of the past leaders. He shares his thoughts on the current market and discusses where growth is in relation to cyclical stocks. We end with a roundup of setups in H F Sinclair (DINO), Atkore (ATKR) and Olin (OLN). For more epsiodes, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices