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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:static_link seekingalpha.com/author/investing-experts-podcast
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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.
Transcripts: seekingalpha.com/author/investing-experts-podcast
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Transcripts: seekingalpha.com/author/investing-experts-podcast
15 JAN 2025 · Quant titan https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:steven_cress_top_2025_stocks shares his top stocks for 2025, beginning with Celestica (0:45). Intapp's very strong liquidity and balance sheet (3:00). Why https://seekingalpha.com/symbol/CRDO/virtual_analyst_report?source=ie_podcast:steven_cress_top_2025_stocks Technology Group Holdings is his number 1 pick (5:15). PEG and why not all metrics are created equal (9:30). Watch the https://seekingalpha.com/article/4745362-top-10-stocks-for-2025?source=ie_podcast:steven_cress_top_2025_stocks with slides.
Show Notes:
https://seekingalpha.com/article/4748160-top-10-stocks-for-2025?source=ie_podcast:steven_cress_top_2025_stocks
https://seekingalpha.com/article/4749394-top-ai-stocks-for-2025?source=ie_podcast:steven_cress_top_2025_stocks
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:steven_cress_top_2025_stocks
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:steven_cress_top_2025_stocks
14 JAN 2025 · Founder and CEO Tom Majewski from Eagle Point explains their two funds, Eagle Point Credit Company and Eagle Point Income Company (1:15). CLOs, CEFs, and what income investors should know (4:30). Lots of inflows into ETFs for CLOs. That will change (10:30). Historical distributions and cash flow (12:45). Eagle Point's 'quite interesting' portfolio (25:00). Contextualizing management fee structure (30:20).
Show Notes:
https://seekingalpha.com/article/4737460-eagle-point-credit-co-llc-2024-q3-results-earnings-call-presentation?source=ie_podcast:eagle_point_credit_tom_majewski
https://seekingalpha.com/article/4702133-steven-bavaria-takes-investors-inside-the-income-factory?source=ie_podcast:eagle_point_credit_tom_majewski
https://seekingalpha.com/article/4545879-2008-vs-2022-the-clo-industry-eagle-point-credit-ceo-tom-majewski?source=ie_podcast:eagle_point_credit_tom_majewski
https://seekingalpha.com/article/4740485-trinity-capital-an-asset-manager-in-bdc-clothing?source=ie_podcast:eagle_point_credit_tom_majewski
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:eagle_point_credit_tom_majewski
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:eagle_point_credit_tom_majewski
9 JAN 2025 · Shipping expert https://seekingalpha.com/author/j-mintzmyer/analysis?source=ie_podcast:charting_course_shipping_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 https://seekingalpha.com/article/4745360-charting-the-course-in-shipping?source=ie_podcast:charting_course_shipping_mintzmyer with slides.
Show Notes:
https://seekingalpha.com/article/4719982-international-seaways-tanker-market-updates-seasonal-upside-ahead-podcast-transcript?source=ie_podcast:charting_course_shipping_mintzmyer
https://seekingalpha.com/article/4722771-dry-bulk-market-update-star-bulk-carriers-interview-podcast-transcript?source=ie_podcast:charting_course_shipping_mintzmyer
https://seekingalpha.com/article/4694691-j-mintzmyers-note-of-caution-on-shipping?source=ie_podcast:charting_course_shipping_mintzmyer
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:charting_course_shipping_mintzmyer
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:charting_course_shipping_mintzmyer
30 DEC 2024 · Why https://seekingalpha.com/author/kirk-spano?source=ie_podcast:pfizer_ai_winners sees Pfizer as one of the next big winners from AI and why he thinks investors should be selling cash secured puts. This is an excerpt from a recent https://seekingalpha.com/article/4745138-kirk-spano-on-bitcoin-options-selling-and-a-choppy-2025?source=ie_podcast:pfizer_ai_winners.
Show Notes:
https://seekingalpha.com/symbol/PFE/virtual_analyst_report?source=ie_podcast:pfizer_ai_winners
https://seekingalpha.com/checkout/mp_1177?avoid_pp=true&source=ie_podcast:pfizer_ai_winners
https://seekingalpha.com/article/4725120-buying-opportunities-in-biotech-and-pharma-with-bhavneesh-sharma?source=ie_podcast:pfizer_ai_winners
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:pfizer_ai_winners
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:pfizer_ai_winners
26 DEC 2024 · Rob Isbitts talks to https://www.simplysafedividends.com/about?source=ie_podcast:dividend_investing_by_hand about their shared https://seekingalpha.com/author/sungarden-investment-publishing?source=ie_podcast:dividend_investing_by_hand on dividend income (0:50). How dividend investing has evolved and where it's going (9:00). Analyzing dividend safety, cuts (13:00). Verizon and why dividend growth investing is not fixed income (21:00). https://seekingalpha.com/symbol/MCD/dividends/scorecard?source=ie_podcast:dividend_investing_by_hand, Walgreens and trusting what management says about dividend plans (23:00). https://seekingalpha.com/symbol/LOW/virtual_analyst_report?source=ie_podcast:dividend_investing_by_hand classic setup (28:20). Staying committed to a dividend portfolio (35:40).
https://seekingalpha.com/checkout/mp_1436?source=ie_podcast:dividend_investing_by_hand
Show Notes:
https://seekingalpha.com/article/4715679-markets-and-dividend-investing-are-evolving-how-to-take-advantage?source=ie_podcast:dividend_investing_by_hand
https://seekingalpha.com/article/4733255-launching-sungarden-yarp-portfolio-doing-dividends-differently?source=ie_podcast:dividend_investing_by_hand
https://seekingalpha.com/article/4666674-verizon-rumors-of-its-death-greatly-exaggerated?source=ie_podcast:dividend_investing_by_hand
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:steven_cress_top_2024_picks?source=ie_podcast:dividend_investing_by_hand
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:dividend_investing_by_hand
23 DEC 2024 · Christine Mastandrea, COO of https://seekingalpha.com/symbol/WSR?source=ie_podcast:whitestone_reit_retail_rightsized, 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:
https://seekingalpha.com/news/4387808-federal-reserve-sees-fewer-rate-cuts-in-2025-with-dot-plot-revised-up?source=ie_podcast:whitestone_reit_retail_rightsized
https://seekingalpha.com/article/4741120-black-friday-and-american-consumer?source=ie_podcast:whitestone_reit_retail_rightsized
https://www.whitestonereit.com/?source=ie_podcast:whitestone_reit_retail_rightsized
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:steven_cress_top_2024_picks?source=ie_podcast:whitestone_reit_retail_rightsized
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:steven_cress_top_2024_picks?source=ie_podcast:whitestone_reit_retail_rightsized
18 DEC 2024 · Why https://seekingalpha.com/author/kirk-spano?source=ie_podcast:kirk_spano_bitcoin_options_choppy_2025 has been bullish - and successful - with the market and Bitcoin this year (1:05). Bitcoin ETFs, institutional adoption and selling options (13:55). Many economic positives, also many unknowns for 2025 (18:35). Cash secured puts and covered calls. Pfizer as an example (32:15).Â
https://seekingalpha.com/checkout/mp_1177?avoid_pp=true&source=ie_podcast:kirk_spano_bitcoin_options_choppy_2025
Show Notes:
https://seekingalpha.com/article/4744378-stock-market-euphoria-to-100000-bitcoin-what-i-got-right-and-wrong-in-2024?source=ie_podcast:kirk_spano_bitcoin_options_choppy_2025
https://seekingalpha.com/article/4558899-who-should-buy-discount-grayscale-bitcoin-trust?source=ie_podcast:kirk_spano_bitcoin_options_choppy_2025
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:steven_cress_top_2024_picks?source=ie_podcast:kirk_spano_bitcoin_options_choppy_2025
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:steven_cress_top_2024_picks?source=ie_podcast:kirk_spano_bitcoin_options_choppy_2025
17 DEC 2024 · 2024 as an investing year, according to https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:steven_cress_top_2024_picks (1:15). Scoring top 10 picks of 2024 with Quant methods (7:30). Top performer AppLovin up YTD about 907%. Total return 155.7% (10:00). What happened with the list's underperformer, https://seekingalpha.com/symbol/LPG?source=ie_podcast:steven_cress_top_2024_picks? (17:25). Magnificent 7 stocks past and future growth (23:00). (https://seekingalpha.com/symbol/RSP?source=ie_podcast:steven_cress_top_2024_picks) for 2025 (27:20).
Show Notes:
https://seekingalpha.com/article/4659711-top-10-stocks-for-2024?source=ie_podcast:steven_cress_top_2024_picks
https://seekingalpha.com/article/4736570-top-10-quant-stocks-of-2024-up-over-120-percent?source=ie_podcast:steven_cress_top_2024_picks
https://seekingalpha.com/symbol/APP/ratings/quant-ratings?source=ie_podcast:steven_cress_top_2024_picks
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:steven_cress_top_2024_picks
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:steven_cress_top_2024_picks
15 DEC 2024 · Jonathan Faison runs the https://seekingalpha.com/checkout/mp_1243?avoid_pp=true&source=ie_podcast:tarsus_pharmaceuticals_springworks_therapeutics. Why he's high on Tarsus Pharmaceuticals and his #1 holding, SpringWorks Therapeutics (0:30). Data risk for Ogsiveo and Mirdametinib (5:50). This is an excerpt from a https://seekingalpha.com/article/4740140-finding-winners-in-biotech-probably-the-riskiest-sector?source=ie_podcast:tarsus_pharmaceuticals_springworks_therapeutics.
Show Notes:
https://seekingalpha.com/article/4654879-webinar-replay-biotechs-hidden-gems-smart-strategies-for-a-challenging-market?source=ie_podcast:tarsus_pharmaceuticals_springworks_therapeutics
https://seekingalpha.com/article/4736481-springworks-therapeutics-inc-swtx-q3-2024-earnings-call-transcript?source=ie_podcast:tarsus_pharmaceuticals_springworks_therapeutics
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:tarsus_pharmaceuticals_springworks_therapeutics
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:tarsus_pharmaceuticals_springworks_therapeutics
11 DEC 2024 · Courage & Conviction Investing shares why he finds https://seekingalpha.com/symbol/CNVS?source=ie_podcast:cineverse_incredible_setup to be one of the most incredible micro-cap setups right now. This is an excerpt from a https://seekingalpha.com/article/4739406-the-art-of-being-a-contrarian-with-courage-and-conviction-investing?source=ie_podcast:cineverse_incredible_setup
https://seekingalpha.com/checkout/mp_1132#hasComeFromMpArticle=false%23source=section%3Amain_content%7Cbutton%3Abody_link?source=ie_podcast:cineverse_incredible_setup
Show Notes:
https://seekingalpha.com/article/4737672-cineverse-corp-cnvs-q3-2024-earnings-call-transcript?source=ie_podcast:cineverse_incredible_setup
https://seekingalpha.com/article/4730825-cineverse-corp-owns-terrifier-3-and-few-people-have-connected-the-dots?source=ie_podcast:cineverse_incredible_setup
https://seekingalpha.com/symbol/CNVS/virtual_analyst_report?source=ie_podcast:cineverse_incredible_setup
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:cineverse_incredible_setup
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:cineverse_incredible_setup
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:static_link seekingalpha.com/author/investing-experts-podcast
show more
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.
Transcripts: seekingalpha.com/author/investing-experts-podcast
show less
Transcripts: seekingalpha.com/author/investing-experts-podcast
Information
| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Categories | Investing , Business |
| Website | seekingalpha.com |
| podcastmanagement@seekingalpha.com |
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