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Investing Experts

  • Steven Bavaria takes investors inside the income factory

    3 JUL 2024 · Steven Bavaria takes us https://seekingalpha.com/author/steven-bavaria?source=ie_podcast:steven_bavaria_inside_income_factory the income factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros and cons of closed end funds (CEFs) and business development companies (BDCs) (13:00). Model portfolio allocation (23:15). REITs and real estate (27:46). https://seekingalpha.com/checkout/mp_1356?source=ie_podcast:steven_bavaria_inside_income_factory Show Notes: https://seekingalpha.com/article/4649334-the-macro-question-some-have-been-asking-what-keeps-me-up-at-night?source=ie_podcast:steven_bavaria_inside_income_factory https://seekingalpha.com/article/4641384-ecc-and-oxlc-climbing-the-clo-learning-curve?source=ie_podcast:steven_bavaria_inside_income_factory https://seekingalpha.com/article/4423500-from-slide-rules-to-spread-sheets-coping-analytic-overload?source=ie_podcast:steven_bavaria_inside_income_factory https://seekingalpha.com/article/4406052-alchemy-of-closed-end-fund-investing-turning-6-yields-9-distributions?source=ie_podcast:steven_bavaria_inside_income_factory https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:steven_bavaria_inside_income_factory For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:steven_bavaria_inside_income_factory
    Played 37m 17s
  • Date your stocks, don't marry them - Jonah Lupton

    1 JUL 2024 · Fundamental Growth Investor https://seekingalpha.com/author/jonah-lupton?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton explains his investing strategies, including swing trades and hedging (0:30). Separate great companies from great stocks (22:20) Fundamentals and valuation over technicals (except for swing trades) (27:15). Why Nvidia's still the best way to play AI (32:35). Is Tesla overvalued? Will they work with Uber? (37:40) https://seekingalpha.com/checkout/mp_1408?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton Show Notes: https://seekingalpha.com/article/4676046-riding-uber-from-cash-burn-to-cash-cow-mini-deep-dive-on-uber?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton https://seekingalpha.com/article/4663359-the-future-of-energy-drinks-mini-deep-dive-on-celsius-holdings?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton https://seekingalpha.com/article/4661759-powering-up-the-ev-market-mini-deep-dive-on-aspen-aerogels?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton https://seekingalpha.com/article/4657282-hardware-enabler-of-the-ai-revolution-mini-deep-dive-on-super-micro-computer?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:date_stocks_dont_marry_them_jonah_lupton
    Played 44m 49s
  • 3 best summer travel stocks with Steven Cress

    30 JUN 2024 · Head of https://seekingalpha.com/education/quant-ratings?source=ie_podcast:best_summer_travel_stocks Steven Cress https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:best_summer_travel_stocks his data-driven top 3 summer travel stocks. Why Royal Caribbean Cruise is his first pick (2:40). This airline stock is a buy the dip opportunity (11:50). MGM earns the 3rd pick and shows the importance of digging into underlying metrics (23:50). This was originally published as a https://seekingalpha.com/article/4700707-webinar-replay-discover-the-best-travel-stocks-for-summer?source=ie_podcast:best_summer_travel_stocks https://seekingalpha.com/alpha-picks/subscribe?source=ie_podcast:best_summer_travel_stocks Show Notes: https://seekingalpha.com/article/4700326-top-3-travel-stocks-sa-quant?source=ie_podcast:best_summer_travel_stocks https://seekingalpha.com/news/4114290-global-airline-revenue-expected-to-reach-nearly-1-trillion-in-2024?source=ie_podcast:best_summer_travel_stocks https://seekingalpha.com/article/4698961-top-4-july-stocks-hot-month-sp-500-sa-quant?source=ie_podcast:best_summer_travel_stocks https://seekingalpha.com/news/4108092-everything-churning-right-director-cruise-industry?source=ie_podcast:best_summer_travel_stocks https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:best_summer_travel_stocks For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:best_summer_travel_stocks
    Played 31m 57s
  • Who doesn't feel comfortable owning Apple? Nvidia's upside volatility.

    27 JUN 2024 · How Alex King from https://seekingalpha.com/author/cestrian-capital-research?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility and https://seekingalpha.com/checkout/mp_1221?avoid_pp=true&source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility is thinking about the tech sector and bull market (0:50). https://seekingalpha.com/symbol/NVDA?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility upside volatility and why it has further to run (3:45). What he really likes about ETFs; favoring leveraging and hedging (18:30). Money coming into Apple (23:20).  https://seekingalpha.com/mp/1221-growth-investor-pro/subscribe?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility Show Notes: https://seekingalpha.com/article/4683885-dont-fear-leveraged-etfs-like-tqqq-learn-to-hedge-instead?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility https://seekingalpha.com/article/4699707-apple-we-believe-can-reach-328-a-share-rating-hold?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility https://seekingalpha.com/article/4619476-tech-volatility-is-a-feature-not-a-bug-alex-king-growth-investor-pro?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility https://seekingalpha.com/article/4700500-how-to-beat-sp500-using-sp500?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:comfortable_owning_apple_nvidia_upside_volatility
    Played 46m 14s
  • REITs are a deep value opportunity - Hoya Capital

    26 JUN 2024 · Hoya Capital's https://seekingalpha.com/author/hoya-capital?source=ie_podcast:reits_deep_value_opportunity_hoya_capital explains why retail investors should have https://seekingalpha.com/news/4117163-reits-boring-but-cushion-riskier-investments-david-auerbach-sa-investing-summit?source=ie_podcast:reits_deep_value_opportunity_hoya_capital in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30). https://seekingalpha.com/checkout/mp_1396?source=ie_podcast:reits_deep_value_opportunity_hoya_capital Show Notes: https://seekingalpha.com/article/4698363-state-of-reit-nation-waiting-at-the-bottom?source=ie_podcast:reits_deep_value_opportunity_hoya_capital https://seekingalpha.com/news/4118000-reits-said-to-have-reported-a-surge-in-capital-raising-activities-in-may?source=ie_podcast:reits_deep_value_opportunity_hoya_capital https://seekingalpha.com/article/4700538-consumer-shows-stress?source=ie_podcast:reits_deep_value_opportunity_hoya_capital https://seekingalpha.com/article/4696587-new-lake-capital-iipr-and-cannabis-reits?source=ie_podcast:reits_deep_value_opportunity_hoya_capital https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:reits_deep_value_opportunity_hoya_capital For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:reits_deep_value_opportunity_hoya_capital
    Played 23m 23s
  • Shipping trends: J Mintzmyer and Edward Finley-Richardson on Marine Money 2024

    24 JUN 2024 · J Mintzmyer and https://x.com/ed_fin?source=ie_podcast:shipping_trends_marine_money_2024 discuss https://www.marinemoney.com/?source=ie_podcast:shipping_trends_marine_money_2024 (0:30). Focus on https://seekingalpha.com/author/j-mintzmyer?source=ie_podcast:shipping_trends_marine_money_2024 trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published https://seekingalpha.com/article/4700562-latest-trends-shipping-marine-money-2024-preview?source=ie_podcast:shipping_trends_marine_money_2024. https://seekingalpha.com/checkout/mp_316?avoid_pp=true?source=ie_podcast:shipping_trends_marine_money_2024 Show Notes: https://seekingalpha.com/article/4667911-j-mintzmyer-on-red-sea-disruptions-and-2-key-shipping-segments?source=ie_podcast:shipping_trends_marine_money_2024 https://seekingalpha.com/news/4115144-mays-cpi-cools-more-than-expected-with-core-cpi-rising-34-yy?source=ie_podcast:shipping_trends_marine_money_2024 https://seekingalpha.com/article/4694691-j-mintzmyers-note-of-caution-on-shipping?source=ie_podcast:shipping_trends_marine_money_2024 https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:shipping_trends_marine_money_2024 For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:shipping_trends_marine_money_2024
    Played 31m 27s
  • Market anxiety, risk repricing and holding cash

    24 JUN 2024 · Mott Capital Management's https://seekingalpha.com/author/mott-capital-management?source=ie_podcast:market_anxiety_risk_repricing_holding_cash shares why he's still nervous about the 2nd half of the year and why the big question comes down to what https://seekingalpha.com/article/4699634-nvidia-stock-may-be-near-its-peak-as-revenue-growth-slows?source=ie_podcast:market_anxiety_risk_repricing_holding_cash will do (0:26). Fed rate cuts and the repricing of risk (2:20). What this means for bonds (3:30). Navigating volatility with cash and large moat, high-quality names (4:50). https://seekingalpha.com/checkout/mp_1076?avoid_pp=true&source=ie_podcast%3Amarket_anxiety_risk_repricing_holding_cash&source=ie_podcast:market_anxiety_risk_repricing_holding_cash Show Notes: https://seekingalpha.com/news/4117034-feds-barkin-inflation-shelter-services-rate-cut-outlook?source=ie_podcast:market_anxiety_risk_repricing_holding_cash https://seekingalpha.com/article/4693522-there-will-be-great-opportunities-to-buy-this-market-but-not-right-now-michael-kramer?source=ie_podcast:market_anxiety_risk_repricing_holding_cash https://seekingalpha.com/news/4117164-fed-may-need-to-hike-rates-amid-inflation-pressures-michael-kramer-at-sa-summit?source=ie_podcast:market_anxiety_risk_repricing_holding_cash https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:market_anxiety_risk_repricing_holding_cash For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:market_anxiety_risk_repricing_holding_cash
    Played 8m 26s
  • Nvidia as religion and why we're due for a substantial correction

    23 JUN 2024 · Live from Seeking Alpha's 1st ever Investing Summit, https://seekingalpha.com/author/joe-albano?source=ie_podcast:nvidia_religion_substantial_correction and https://seekingalpha.com/author/logan-kane?source=ie_podcast:nvidia_religion_substantial_correction discuss AI software tiers and behavioral finance (0:25). https://seekingalpha.com/news/4117057-nvidia-rises-after-rosenblatt-sets-street-high-pt-of-200?source=ie_podcast:nvidia_religion_substantial_correction in the near-term (2:05). Is the market frothy and will the Fed cut rates? (3:00) https://seekingalpha.com/marketplace/1133-tech-cache/subscribe?source=ie_podcast:nvidia_religion_substantial_correction Show Notes: https://seekingalpha.com/article/4700112-wall-street-breakfast-podcast-switzerland-cuts-rates-again-as-fed-holds-steady?source=ie_podcast:nvidia_religion_substantial_correction https://seekingalpha.com/article/4683737-ai-tiers-and-taking-profits-in-tech-with-joe-albano-tech-cache?source=ie_podcast:nvidia_religion_substantial_correction https://seekingalpha.com/news/4113164-bank-of-canada-reduces-policy-rate-by-25-basis-points?source=ie_podcast:nvidia_religion_substantial_correction https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:nvidia_religion_substantial_correction For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:nvidia_religion_substantial_correction
    Played 7m 23s
  • Inflation hedging: top 10 quant high-yield dividend stocks with Steven Cress

    13 JUN 2024 · Head of Quant Strategies at Seeking Alpha, https://seekingalpha.com/author/steven-cress-quant-team?source=ie_podcast:inflation_hedging_top_10_quant_high_yield_stocks, explains quantitative dividend strategy (0:45). Identifying top 10 high-yield dividend stocks (15:00). #1 Quant REIT https://seekingalpha.com/article/4688035-top-cannabis-reit-is-flying-high-newlake-capital-partners-sa-quant?source=ie_podcast:inflation_hedging_top_10_quant_high_yield_stocks (17:40). Prudential Financial and another REIT (19:00). FirstEnergy and Conagra Brands (23:45). Coca-Cola, the king of dividend aristocrats (27:10). This is an excerpt from a recent https://seekingalpha.com/article/4695023-webinar-replay-top-10-data-driven-dividend-stock-ideas-from-steven-cress?source=ie_podcast:inflation_hedging_top_10_quant_high_yield_stocks. Show Notes: https://about.seekingalpha.com/quant-dividend-grades?source=ie_podcast:inflation_hedging_top_10_quant_high_yield_stocks https://seekingalpha.com/article/4683185-university-of-kentucky-study-finds-seeking-alpha-quant-ratings-beat-the-market-sa-quant?source=ie_podcast:inflation_hedging_top_10_quant_high_yield_stocks https://seekingalpha.com/article/4693086-ardmore-shipping-strong-momentum-solid-dividend-yield-sa-quant?source=ie_podcast:inflation_hedging_top_10_quant_high_yield_stocks https://seekingalpha.com/article/4685163-dive-into-dividends-top-10-yield-stocks-sa-quant?source=ie_podcast:inflation_hedging_top_10_quant_high_yield_stocks https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:inflation_hedging_top_10_quant_high_yield_stocks For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:inflation_hedging_top_10_quant_high_yield_stocks https://events.seekingalpha.com/event/1ec091d6-8b5a-4b82-b1e5-b35b5ec836d6/websitePage:6aa8d18d-2c76-4544-9f42-b167488210af?RefId=Speakers?source=ie_podcast:inflation_hedging_top_10_quant_high_yield_stocks
    Played 35m 32s
  • Dividend and growth stocks for an overvalued market with David Alton Clark

    10 JUN 2024 · David Alton Clark, https://seekingalpha.com/checkout/mp_1156?source=ie_podcast:dividend_growth_stocks_overvalued_market, on capturing alpha with diversified dividend and growth stocks (0:40). Why he's https://seekingalpha.com/author/david-alton-clark?source=ie_podcast:dividend_growth_stocks_overvalued_market on T. Rowe Price and Duke Energy (4:50). Market cycles and buying at the point of maximum pessimism (9:30). Interest rates, Fed cuts and liking growth stocks like Dell (15:50). Updates on Exxon Mobil; thoughts on oil and energy (25:20). Show Notes: https://seekingalpha.com/article/4687712-t-rowe-price-a-dividend-aristocrat-with-25-percent-upside-potential?source=ie_podcast:dividend_growth_stocks_overvalued_market https://seekingalpha.com/news/4111257-duke-energy-reaches-clean-energy-supply-deals-with-amazon-google-microsoft?source=ie_podcast:dividend_growth_stocks_overvalued_market https://seekingalpha.com/article/4613067-exxon-mobil-is-good-news-priced-in-bullbear-thesis-with-david-alton-clark-and-callum-turcan?source=ie_podcast:dividend_growth_stocks_overvalued_market https://seekingalpha.com/news/4113402-crude-oil-bounces-as-fed-rate-cut-hopes-outrank-demand-worries?source=ie_podcast:dividend_growth_stocks_overvalued_market https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:dividend_growth_stocks_overvalued_market For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:dividend_growth_stocks_overvalued_market https://events.seekingalpha.com/event/1ec091d6-8b5a-4b82-b1e5-b35b5ec836d6/websitePage:6aa8d18d-2c76-4544-9f42-b167488210af?RefId=Speakers?source=ie_podcast:dividend_growth_stocks_overvalued_market
    Played 39m 30s
Seeking Alpha's investing experts provide deep dive stock analysis and topical takes on the market.

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